CALIFORNIA STATE UNIVERSITY - NORTHRIDGE FOUNDATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CALIFORNIA STATE UNIVERSITY - NORTHRIDGE FOUNDATION (EIN 95-6196006)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-06
- IRS object ID
- 201311269349300951
- Schema version
- 2011v1.5
- 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) |
|---|---|---|
| Timestamp | 2013-05-06T12:29:34-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951777440 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN HASSON & JANKS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10990 WILSHIRE BLVD 16TH FLOOR | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 900243929 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956196006 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA STATE UNIVERSITY NORTHRIDGE FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CALI | NameControl |
| Phone | 8186774657 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18111 NORDHOFF STREET | AddressLine1 |
| City | NORTHRIDGE | City |
| State | CA | State |
| ZIP Code | 91330 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GEETHA M THOMAS | Name |
| Title | CFO | Title |
| Phone | 8186773025 | Phone |
| Date Signed | 2013-04-23 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | RICHARD L RUVELSON | Name |
| PTIN | P00234075 | PTIN |
| Phone | 3108731600 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DIANNE HARRISON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18111 NORDHOFF ST | AddressLine1 |
| City | NORTHRIDGE | City |
| State | CA | State |
| ZIP Code | 91330 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 56718139 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CSUN.EDU/UA/FOUNDATION | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1995 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | SUPPORT AND ENHANCE THE VISION, MISSION AND VALUES OF CALIFORNIA STATE UNIVERSITY, NORTHRIDGE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 38 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 28 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 40 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 9340733 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 6639094 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 320728 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 473988 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 4335129 | InvestmentIncomePriorYear |
| Investment Income Current Year | 10475872 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 451020 | OtherRevenuePriorYear |
| Other Revenue Current Year | 110415 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 14447610 | TotalRevenuePriorYear |
| Total Revenue Current Year | 17699369 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 3192475 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 6496848 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 55908 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 5129306 | OtherExpensePriorYear |
| Other Expenses Current Year | 1025279 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 8321781 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7522127 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 6125829 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 10177242 | RevenuesLessExpensesCY |
| Total Assets BOY | 99262740 | TotalAssetsBOY |
| Total Assets EOY | 96545377 | TotalAssetsEOY |
| Total Liabilities BOY | 422932 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 281492 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 98839808 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 96263885 | NetAssetsOrFundBalancesEOY |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 6838798 | Expense |
| Grants | 6329551 | Grants |
| Revenue | 473988 | Revenue |
| Description | 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 RECEIVING AND DISBURSING 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 MANAGING OF LIFE INCOME, ANNUITY AND STUDENT SCHOLARSHIP FUNDS AND ADMINISTERING FUNDS FOR VARIOUS EDUCATIONAL RELATED FUNCTIONS, SPECIAL PROGRAMS AND OTHER ACTIVITIES. | Description |
| Total Program Service Expense | 6838798 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 1 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 126 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 2 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 38 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 28 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEETHA M THOMAS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8186774657 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18111 NORDHOFF ST | AddressLine1 |
| City | NORTHRIDGE | City |
| State | CA | State |
| ZIP Code | 913308275 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (42 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| WAYNE R BAILEY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| VINCENT P BARABBA | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SARA BAUER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| HARVEY A BOOKSTEIN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOHN W BRADLEY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| WAYNE-KENT BRADSHAW | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| RALPH A COURTNEY III | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DENNIS DE YOUNG | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DAVID W FLEMING HOND | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SHANE FREHLICH | ||||||
| DIRECTOR | 1.00 | X | 0 | 95833 | 36533 | |
| CHARLES B GILBERT | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOHN R GOLISCH | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BRYAN A GREEN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM C GRIFFETH | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DAVID S HONDA | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARK LAINER | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JUDITH LANDY | ||||||
| DIRECTOR | 1.00 | X | 0 | 51636 | 26268 | |
| ALBERT M LAPIDES | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| GEORGE S LEIS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BARBARA LEVY | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| PHILIP J MUNDY JR | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ROBERT M MYMAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SANFORD PARIS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JOY PICUS | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| JAMES H RING | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| SYDNI POWELL | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ROB ROUSSELET | ||||||
| DIRECTOR | 1.00 | X | 0 | 2611 | 38 | |
| VARAZ SHAHMIRIAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| DALE A SUROWITZ | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ROBERT D TAYLOR | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MILTON G VALERA | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| MARLA M VASQUEZ | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| THOMAS MCCARRON | ||||||
| DIRECTOR | 1.00 | X | 0 | 217002 | 50414 | |
| IRVING ZAKHEIM | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| ROBERT J RAWITCH | ||||||
| DIRECTOR | 1.00 | X | 0 | 11400 | 165 | |
| TODD R REINSTEIN | ||||||
| DIRECTOR | 1.00 | X | 0 | 9000 | 0 | |
| EARL S ENZER | ||||||
| CHAIR | 1.00 | X | 0 | 0 | 0 | X |
| PHILIP S MAGARAM | ||||||
| IMMEDIATE PAST CHAIR | 1.00 | X | 0 | 0 | 0 | X |
| JOLENE KOESTER RETIRED 1211 | ||||||
| UNIVERSITY PRESIDENT | 10.00 | X | 0 | 361387 | 72838 | X |
| HARRY HELLENBRAND 1211 TO CURRENT | ||||||
| INTERIM PRESIDENT | 10.00 | X | 0 | 225258 | 58259 | X |
| VANCE T PETERSON | ||||||
| FOUNDATION PRESIDENT | 10.00 | X | 0 | 216750 | 65079 | X |
| GEETHA M THOMAS | ||||||
| CHIEF FINANCIAL OFFICER | 10.00 | X | 0 | 110208 | 41644 | X |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1301085 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 351238 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation
Name Of Contractor NameOfContractor
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHERN TRUST | BusinessNameLine1 |
Address Of Contractor AddressOfContractor
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 355 S GRAND AVE STE 2600 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90071 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description Of Services | INVESTMENT MGT | DescriptionOfServices |
| Compensation | 468212 | Compensation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 1 | NumberOfContractorsGT100K |
| Membership Dues | 87058 | MembershipDues |
| Fundraising Events | 64357 | FundraisingEvents |
| All Other Contributions | 6487679 | AllOtherContributions |
| Noncash Contributions | 422526 | NoncashContributions |
| Total Contributions | 6639094 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ALUMNI PROGRAM INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 473988 | TotalRevenueColumn |
| Related Or Exempt Function Income | 473988 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 473988 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2716725 | TotalRevenueColumn |
| Exclusion | $2,716,725 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 69886 | TotalRevenueColumn |
| Exclusion | $69,886 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 46676942 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 38917795 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7759147 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7759147 | TotalRevenueColumn |
| Exclusion | $7,759,147 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 100975 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 64357 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 100975 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER INCOME | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 40529 | TotalRevenueColumn |
| Exclusion | $40,529 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 40529 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 17699369 | TotalRevenueColumn |
| Related Or Exempt Function Income | 473988 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $10,586,287 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6329551 | Total |
| Program Services | 6329551 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 167297 | Total |
| Program Services | 167297 | ProgramServices |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10000 | Total |
| Management And General | 10000 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 468212 | Total |
| Management And General | 468212 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 87372 | Total |
| Program Services | 17394 | ProgramServices |
| Management And General | 69948 | ManagementAndGeneral |
| Fundraising | 30 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 915 | Total |
| Program Services | 915 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96413 | Total |
| Program Services | 49670 | ProgramServices |
| Management And General | 43551 | ManagementAndGeneral |
| Fundraising | 3192 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33703 | Total |
| Program Services | 33703 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9198 | Total |
| Program Services | 7895 | ProgramServices |
| Management And General | 1303 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14363 | Total |
| Management And General | 14363 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| DONOR CULTIVATION | 179093 | 118195 | 10742 | 50156 |
| PROGRAM EXPENSES | 74546 | 74546 | ||
| EQUIPMENT RENTAL | 39003 | 38803 | 200 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12461 | Total |
| Program Services | 829 | ProgramServices |
| Management And General | 9102 | ManagementAndGeneral |
| Fundraising | 2530 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7522127 | Total |
| Program Services | 6838798 | ProgramServices |
| Management And General | 627421 | ManagementAndGeneral |
| Fundraising | 55908 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 634115 | BOY |
| EOY | 141971 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3030513 | BOY |
| EOY | 2738913 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7674737 | BOY |
| EOY | 5823306 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 42329 | BOY |
| EOY | 101909 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 828979 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 828979 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 80322297 | BOY |
| EOY | 81215801 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4688784 | BOY |
| EOY | 4883106 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2869965 | BOY |
| EOY | 1640371 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 99262740 | BOY |
| EOY | 96545377 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 112414 | BOY |
| EOY | 130060 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 187500 | BOY |
| EOY | 125000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 123018 | BOY |
| EOY | 26432 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 422932 | BOY |
| EOY | 281492 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9010957 | BOY |
| EOY | 8726294 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52098385 | BOY |
| EOY | 49494766 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37730466 | BOY |
| EOY | 38042825 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 98839808 | BOY |
| EOY | 96263885 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 99262740 | BOY |
| EOY | 96545377 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 10177242 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -12753165 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Support Org170b1 Aiv | X | CollegeSupportOrg170b1Aiv |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13738513 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8716572 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8468010 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9340733 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6639094 | CurrentTaxYear |
| Total | 46902922 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 13738513 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 8716572 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 8468010 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9340733 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6639094 | CurrentTaxYear |
| Total | 46902922 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 3189304 | AmountsSubstContributorsTotal |
| Public Support Total170 | 43713618 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2548977 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2181159 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2263094 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2388996 | CurrentTaxYearMinus1Year |
| Current Tax Year | 2786611 | CurrentTaxYear |
| Total | 12168837 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 67005 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 69999 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 75186 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 331022 | CurrentTaxYearMinus1Year |
| Current Tax Year | 40529 | CurrentTaxYear |
| Total | 583741 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 59655500 | TotalSupport |
| Gross Receipts From Admissions Etc | 2248350 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.73280 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.76870 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 146950 | RevenuesIncluded |
| Assets In Part X | 884300 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 58684304 | BeginningOfYearBalance |
| Contributions | 3061022 | Contributions |
| Investment Earnings Or Losses | -1664680 | InvestmentEarningsOrLosses |
| Administrative Expenses | 5484579 | AdministrativeExpenses |
| End Of Year Balance | 54596067 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 46460131 | BeginningOfYearBalance |
| Contributions | 2357692 | Contributions |
| Investment Earnings Or Losses | 9935284 | InvestmentEarningsOrLosses |
| Administrative Expenses | 68803 | AdministrativeExpenses |
| End Of Year Balance | 58684304 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 38031584 | BeginningOfYearBalance |
| Contributions | 4207680 | Contributions |
| Investment Earnings Or Losses | 4552254 | InvestmentEarningsOrLosses |
| Administrative Expenses | 331387 | AdministrativeExpenses |
| End Of Year Balance | 46460131 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 41964730 | BeginningOfYearBalance |
| Contributions | 4306786 | Contributions |
| Investment Earnings Or Losses | -8273737 | InvestmentEarningsOrLosses |
| End Of Year Balance | 38031584 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.63000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.37000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 828979 | OtherCostOrOtherBasis |
| Depreciation | 828979 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Financial Derivatives FinancialDerivatives
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 4883106 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 4883106 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| AMOUNTS PAYABLE TO THE UNIVERSITY | $5,043 |
| AMOUNTS PAYABLE TO OTHER UNIVERSITY AUXILIARY ORGANIZATION | $21,389 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 26432 | TotalOfAmounts |
| Total Revenue | 17699369 | TotalRevenue |
| Total Expenses | 7522127 | TotalExpenses |
| Excess Or Deficit For Year | 10177242 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -12400771 | NetUnrealizedGLOnInvestments |
| Other | -$352,394 | OtherAmount |
| Total Adjustments | -12753165 | TotalAdjustments |
| Excess Or Deficit Per FS | -2575923 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 5205922 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -12400771 | NetUnrealizedGainsInvestments |
| Other Revenues | 375536 | OtherRevenues |
| Revenue Not Rptd F990 | -12025235 | RevenueNotRptdF990 |
| Revenue Subtotal | 17231157 | RevenueSubtotal |
| Investment Expenses Not Included | 468212 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 468212 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 17699369 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 7781845 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 727930 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 727930 | ExpensesNotRptdF990 |
| Expenses Subtotal | 7053915 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 468212 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 468212 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 7522127 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 4: | THE FOUNDATION DISPLAYS ITS ARTWORK AT CALIFORNIA STATE UNIVERSITY, NORTHRIDGE ("CSUN") IN ORDER TO ENHANCE THE MISSION OF THE UNIVERSITY TO BRING CULTURAL DIVERSITY TO ITS CAMPUS. THE ARTWORK RECEIVED DURING THE YEAR ENDED JUNE 30, 2012 IN THE AMOUNT OF $146,950 WAS TRANSFERRED TO CSUN AS PART OF THE TOTAL ASSISTANCE TO CSUN, AS REPORTED ON FROM 990, SCHEDULE I, PART II. | |
| PART V, LINE 4: | ENDOWMENTS ARE USED FOR SCHOLARSHIPS, ACADEMIC AND UNIVERSITY SUPPORT AS SPECIFIED BY THE DONORS. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| CHANGE IN VALUE OF GIFT ANNUITIES RECEIVABLE -2,255. CHANGE IN VALUE OF BENEFICIAL INTEREST 276,816. BAD DEBT EXPENSE -626,955. TOTAL TO SCHEDULE D, PART XI, LINE 8: -352,394. | PART XI, LINE 8 - OTHER ADJUSTMENTS: | |
| CHANGE IN VALUE OF GIFT ANNUITIES RECEIVABLE -2,255. SPECIAL EVENT EXPENSES 100,975. CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUSTS 276,816. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| SPECIAL EVENT EXPENSES 100,975. BAD DEBT EXPENSE 626,955. | PART XIII, LINE 2D - OTHER ADJUSTMENTS: |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConducted |
| Total Expenditures | 4883101 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 4883101 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 4883101 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | ATHLETIC DEPT GOLF | NameOfEvent1 |
| Gross Receipts Event1 | 24382 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 14327 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 10055 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 10055 | OtherDirectExpensesEvent1 |
| Name Of Event2 | ENGINEERING DEPT GOLF | NameOfEvent2 |
| Gross Receipts Event2 | 140950 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 50030 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 90920 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 39940 | RentFacilityCostsEvent2 |
| Other Direct Expenses Event2 | 50980 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 0 | TotalNumberOfOtherEvents |
| Gross Receipts Total | 165332 | GrossReceiptsTotal |
| Charitable Contributions Total | 64357 | CharitableContributionsTotal |
| Gross Revenue Total Events | 100975 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 39940 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 61035 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 100975 | DirectExpenseSummaryEvents |
| Net Income Summary | 0 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA STATE UNIVERSITY NORTHRIDGE | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18111 NORDHOFF ST | AddressLine1 |
| City | NORTHRIDGE | City |
| State | CA | State |
| ZIP Code | 91330 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 954358677 | EINOfRecipient |
| IRC Section | 115 | IRCSection |
| Amount Of Cash Grant | 6012925 | AmountOfCashGrant |
| Amount Of Non Cash Assistance | 316626 | AmountOfNonCashAssistance |
| Description Of Non Cash Assistance | VARIOUS WORKS OF ART, BOOKS, EQUIPMENT | DescriptionOfNonCashAssistance |
| Purpose Of Grant | TO SUPPORT AND ENHANCE THE VISION, MISSION, AND VALUES OF CAL STATE UNIVERSITY, NORTHRIDGE. | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | AWARDS | TypeOfGrant |
| Number Of Recipients | 148 | NumberOfRecipients |
| Amount Of Cash Grant | 167297 | AmountOfCashGrant |
| Description Of Non Cash Assistance | N/A | DescriptionOfNonCashAssistance |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: SCHOLARSHIPS ARE FUNDS AWARDED ON A COMPETITIVE BASIS AND, IN MOST CASES, DO NOT NEED TO BE REPAID. AWARDS CAN BE BASED UPON ACADEMIC ACHIEVEMENT, TALENT, NEED, OR OTHER DONOR INTERESTS (SUCH AS COMMUNITY OF RESIDENCE, MAJOR GOAL, ETC). THE FINANCIAL AID DEPARTMENT OF THE UNIVERSITY MAINTAINS RECORDS ON ELIGIBILITY OF SCHOLARSHIPS. SCHOLARSHIPS PAID TO STUDENTS DIRECTLY BY FOUNDATION ARE COORDINATED WITH THE UNIVERSITY AND REPORTED TO THE FINACIAL AID DEPARTMENT. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| THOMAS MCCARRON | |||||||||||||
| 0 | 217002 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 50414 | 0 | 267416 | 0 | 0 |
| JOLENE KOESTER RETIRED 1211 | |||||||||||||
| 0 | 361387 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 72838 | 0 | 434225 | 0 | 0 |
| HARRY HELLENBRAND 1211 TO CURRENT | |||||||||||||
| 0 | 225258 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 58259 | 0 | 283517 | 0 | 0 |
| VANCE T PETERSON | |||||||||||||
| 0 | 216750 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 65079 | 0 | 281829 | 0 | 0 |
| GEETHA M THOMAS | |||||||||||||
| 0 | 110208 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 41644 | 0 | 151852 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL INFORMATION | Identifier |
| Return Reference | PART III | ReturnReference |
| Explanation | COMPENSATION OF OFFICERS IS DETERMINED BY THE CALIFORNIA STATE UNIVERSITY, NORTHRIDGE HUMAN RESOURCE DEPARTMENT, WHICH IS BASED ON THE COMPENSATION PROCESS/METHODOLOGY OF THE ENTIRE CALIFORNIA STATE UNIVERSITY SYSTEM. | Explanation |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 4 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 146950 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 13273 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 4 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 103664 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | MISCELLANEOUS | 30 | 9473 | FAIR MARKET VALUE |
| X | EQUIPMENT | 5 | 149166 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 5 | NumberOf8283Received |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 0 | ThirdPartiesUsed |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | A DRAFT OF FORM 990 IS PROVIDED TO THE ENTIRE BOARD FOR REVIEW PRIOR TO FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | AN ANNUAL QUESTIONNAIRE IS GIVEN TO ALL BOARD MEMBERS TO SIGN. THE BOARD SECRETARY REVIEWS THE STATEMENTS FOR ANY POSSIBLE CONFLICT OF INTEREST. THE BOARD AND COMMITTEES ARE ROUTINELY INFORMED OF THE CONFLICT OF INTEREST POLICIES AND ASKED TO RECUSE FROM VOTING IF THERE IS A CONFLICT. | |
| ALL OF THE OFFICERS ARE COMPENSATED BY THE RELATED ORGANIZATION, CALIFORNIA STATE UNIVERSITY, NORTHRIDGE. COMPENSATION OF OFFICERS IS DETERMINED BY THE CALIFORNIA STATE UNIVERSITY, NORTHRIDGE HUMAN RESOURCE DEPARTMENT, WHICH IS BASED ON THE COMPENSATION PROCESS/METHODOLOGY OF THE ENTIRE CALIFORNIA STATE UNIVERSITY SYSTEM. | ||
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE AND UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -12,400,771. CHANGE IN VALUE OF GIFT ANNUITIES RECEIVABLE -2,255. CHANGE IN VALUE OF BENEFICIAL INTEREST 276,816. BAD DEBT EXPENSE -626,955. TOTAL TO FORM 990, PART XI, LINE 5: -12,753,165. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XI, LINE 2C | NO CHANGES WERE MADE TO THE OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR, AS COMPARED TO THE PRIOR TAX YEAR. | FINANCIAL STATEMENTS AND REPORTING |
| FORM 990, PART V, LINE 2A | CSUN FOUNDATION DID NOT FILE ANY FORM W-2'S BECAUSE ALL EMPLOYEES ARE COMPENSATED BY THE RELATED ENTITY, CALIFORNIA STATE UNIVERSITY, NORTHRIDGE. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA STATE UNIVERSITY NORTHRIDGE | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18111 NORDHOFF ST | AddressLine1 |
| City | NORTHRIDGE | City |
| State | CA | State |
| ZIP Code | 91330 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954358677 | EIN |
| Primary Activities | EDUCATION | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| Exempt Code Section | 501(A) | ExemptCodeSection |
| Public Charity Status | N/A | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| CALIFORNIA STATE UNIVERSITY NORTHRIDGE | ||
| B | 6329551 | FMV |
| CALIFORNIA STATE UNIVERSITY NORTHRIDGE | ||
| O | 947130 | FMV |