THE UNIVERSITY FOUNDATION CALIFORNIA STATE UNIVERSITY CHICO: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- THE UNIVERSITY FOUNDATION CALIFORNIA STATE UNIVERSITY CHICO (EIN 95-1230865)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-15
- IRS object ID
- 201211369349307466
- Schema version
- 2010v3.4
- 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) |
|---|---|---|
| Timestamp | 2012-05-15T16:39:14-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MATSON AND ISOM | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3013 CERES AVENUE | AddressLine1 |
| City | CHICO | City |
| State | CA | State |
| ZIP Code | 95973 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951230865 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE UNIVERSITY FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | CALIFORNIA STATE UNIVERSITY CHICO | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 5308986811 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CSUC BUILDING 25 NO 203 | AddressLine1 |
| City | CHICO | City |
| State | CA | State |
| ZIP Code | 959290246 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | LORRAINE HOFFMAN | Name |
| Title | TREASURER | Title |
| Phone | 5308986811 | Phone |
| Date Signed | 2012-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHRISTY NORTON | Name |
| Phone | 5308916474 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | LORRAINE HOFFMAN | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CSUC BUILDING 25 NO 203 | AddressLine1 |
| City | CHICO | City |
| State | CA | State |
| ZIP Code | 959290246 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 20666579 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CSUCHICO.EDU/ADVANCEMENT | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1940 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | TO ADMINISTER ALL UNIVERSITY RELATED PHILANTHROPIC ACTIVITIES | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 18 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 150 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5596603 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5472057 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1273813 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 868482 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 674742 | InvestmentIncomePriorYear |
| Investment Income Current Year | 71410 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 774411 | OtherRevenuePriorYear |
| Other Revenue Current Year | 660259 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 8319569 | TotalRevenuePriorYear |
| Total Revenue Current Year | 7072208 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 1249782 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1182255 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 208055 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 267681 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 953929 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 6270239 | OtherExpensePriorYear |
| Other Expenses Current Year | 5912210 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7728076 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7362146 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 591493 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -289938 | RevenuesLessExpensesCY |
| Total Assets BOY | 60090742 | TotalAssetsBOY |
| Total Assets EOY | 65938569 | TotalAssetsEOY |
| Total Liabilities BOY | 4141096 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 5052157 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 55949646 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 60886412 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO SUPPORT CSU, CHICO'S STRATEGIC PRIORITIES BY ENGAGING OUR ALUMNI AND FRIENDS, SEEKING SOURCES OF PRIVATE SUPPORT, AND FINDING WAYS TO HELP FUND THE OUTSTANDING PROGRAMS FOR WHICH CALIFORNIA STATE UNIVERSITY, CHICO IS KNOWN | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 3517863 | Expense |
| Grants | 31 | Grants |
| Revenue | 929780 | Revenue |
| Description | THE CAMPUS PROGRAM FUND ACTIVITIES SUPPORT THE UNIVERSITY'S EDUCATIONAL AND PUBLIC SERVICE FUNCTION. ALL DONOR-RESTRICTED PHILANTHROPIC ACTIVITIES ARE ACCOUNTED FOR IN THIS FUND. THIS FUND ALSO ACCOUNTS FOR CERTAIN TEMPORARILY RESTRICTED RESOURCES ADMINISTERED BY THE FOUNDATION ON BEHALF OF CAMPUS ORGANIZATIONS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1241789 | Expense |
| Grants | 1182224 | Grants |
| Revenue | 361102 | Revenue |
| Description | THE STUDENT LOAN AND SCHOLARSHIP FUND IS USED TO ACCOUNT FOR LOANS AND SCHOLARSHIPS MADE TO STUDENTS OF CSUC. THE ENDOWMENT FUND AMOUNTS ARE ALLOCATED FOR SCHOLARSHIPS AND OTHER DONOR-DESIGNATED ACTIVITIES. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 69000 | Expense |
| Description | BOARD FUNDS ACCOUNT FOR ALL AMOUNTS SPECIFICALLY ALLOCATED BY THE BOARD OF GOVERNORS TO CERTAIN PROGRAMS. THESE FUNDS ARE USED PRIMARILY FOR DEVELOPMENT ACTIVITIES AND TO FINANCE OTHER CSUC RELATED PROJECTS. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenue | 102479 | Revenue |
| Description | OTHER PROGRAM SERVICES INCLUDE THE PLANT FUND WHICH IS USED FOR THE ACQUISITION OF PHYSICAL PROPERTIES AS WELL AS FUNDS EXPENDED AND INVESTED IN PHYSICAL PROPERTIES FOR THE GENERAL FUND AND CAMPUS PROGRAMS FUND, AS WELL AS THE SPONSORED PROGRAMS FUND WHICH INCLUDES FUNDS RESTRICTED BY DONORS FOR SPECIFIC PURPOSES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Rev | 102479 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 4828652 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 1 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | 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 | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | 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 | 1 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 143 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| 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 | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Distribution To Donor | 0 | DistributionToDonor |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 18 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | 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 | 0 | 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 |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SUSAN JENNINGS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5308986815 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CSU CHICO BMU | AddressLine1 |
| City | CHICO | City |
| State | CA | State |
| ZIP Code | 95929 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| KITTREDGE ROBERT | ||||||
| CHAIR | 2.00 | X | X | 0 | 0 | 0 |
| HOFFMAN LORRAINE | ||||||
| TREASURER | 2.00 | X | X | 0 | 188525 | 51419 |
| ELLISON RICHARD | ||||||
| SECRETARY | 2.00 | X | X | 0 | 170007 | 47244 |
| ALBER ROBERT | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 112549 | 45801 | |
| CALANDRELLA DREW | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 174998 | 54096 | |
| FLAKE SANDRA | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 198656 | 58833 | |
| ZINGG PAUL | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 328867 | 73795 | |
| ALLEN NATE | ||||||
| STUDENT MEMBER | 2.00 | X | 0 | 0 | 0 | |
| FRANCIS MARK | ||||||
| COMMUNITY MEMBER | 2.00 | X | 0 | 0 | 0 | |
| GUERRERO DOUG | ||||||
| COMMUNITY MEMBER | 2.00 | X | 0 | 0 | 0 | |
| HOLLINGSHEAD SUSAN | ||||||
| COMMUNITY MEMBER | 2.00 | X | 0 | 0 | 0 | |
| KELLEY GREGG | ||||||
| COMMUNITY MEMBER | 2.00 | X | 0 | 0 | 0 | |
| KIMMELSHUE TOD | ||||||
| COMMUNITY MEMBER | 2.00 | X | 0 | 0 | 0 | |
| MATSON RICHARD | ||||||
| BOARD MEMBER | 2.00 | X | 0 | 0 | 0 | |
| MORGAN JOANN | ||||||
| COMMUNITY MEMBER | 2.00 | X | 0 | 0 | 0 | |
| NOELL DAN | ||||||
| COMMUNITY MEMBER | 2.00 | X | 0 | 0 | 0 | |
| O'BANNON JAMES | ||||||
| COMMUNITY MEMBER | 2.00 | X | 0 | 0 | 0 | |
| PRIME MICHAEL | ||||||
| COMMUNITY MEMBER | 2.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1173602 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 331188 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 15470 | FundraisingEvents |
| All Other Contributions | 5456587 | AllOtherContributions |
| Noncash Contributions | 695994 | NoncashContributions |
| Total Contributions | 5472057 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | UNIVERSITY PROGRAMS | Description |
| Business Code | 611710 | BusinessCode |
| Total Revenue Column | 868482 | TotalRevenueColumn |
| Related Or Exempt Function Income | 868482 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 868482 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 530179 | TotalRevenueColumn |
| Exclusion | $530,179 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 13025614 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 13484383 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -458769 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -458769 | TotalRevenueColumn |
| Exclusion | -$458,769 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 245368 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 15470 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 109988 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 135380 | TotalRevenueColumn |
| Exclusion | $135,380 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS INCOME | Description |
| Business Code | 611710 | BusinessCode |
| Total Revenue Column | 524879 | TotalRevenueColumn |
| Related Or Exempt Function Income | 524879 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 524879 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 7072208 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1393361 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $206,790 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1182255 | Total |
| Program Services | 1182255 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 235998 | Total |
| Management And General | 235998 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31683 | Total |
| Management And General | 31683 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 183954 | Total |
| Management And General | 183954 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 549805 | Total |
| Management And General | 549805 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 116658 | Total |
| Management And General | 116658 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 36717 | Total |
| Management And General | 36717 | ManagementAndGeneral |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| SPONSORED & CAMPUS PROG | 3646397 | 3646397 | ||
| INSTITUTIONAL SUPPORT | 1204534 | 1204534 | ||
| FUNDRAISING EXPENSES | 953929 | 953929 | ||
| PUBLIC RELATIONS | 173090 | 173090 | ||
| ALLOCATED EXPENSES | -1063917 | -1063917 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 111043 | Total |
| Management And General | 111043 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7362146 | Total |
| Program Services | 4828652 | ProgramServices |
| Management And General | 1579565 | ManagementAndGeneral |
| Fundraising | 953929 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 162505 | BOY |
| EOY | 142761 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10324938 | BOY |
| EOY | 10099457 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1259579 | BOY |
| EOY | 1094422 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 615853 | BOY |
| EOY | 576594 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 143658 | BOY |
| EOY | 125000 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 241705 | BOY |
| EOY | 197756 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 4265533 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 721623 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4110795 | BOY |
| EOY | 3543910 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24906476 | BOY |
| EOY | 28133406 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17624480 | BOY |
| EOY | 21335860 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 700753 | BOY |
| EOY | 689403 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60090742 | BOY |
| EOY | 65938569 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 510316 | BOY |
| EOY | 925496 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10819 | BOY |
| EOY | 8819 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3619961 | BOY |
| EOY | 4117842 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4141096 | BOY |
| EOY | 5052157 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6732085 | BOY |
| EOY | 6346307 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18295093 | BOY |
| EOY | 22052488 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30922468 | BOY |
| EOY | 32487617 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 55949646 | BOY |
| EOY | 60886412 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 60090742 | BOY |
| EOY | 65938569 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -289938 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 5226704 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| 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 | 6633925 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6688889 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2482412 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5596603 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5472057 | CurrentTaxYear |
| Total | 26873886 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6633925 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 6688889 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2482412 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5596603 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5472057 | CurrentTaxYear |
| Total | 26873886 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 1694890 | AmountsSubstContributorsTotal |
| Public Support Total170 | 25178996 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 795561 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 931296 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 630331 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 586897 | CurrentTaxYearMinus1Year |
| Current Tax Year | 530179 | CurrentTaxYear |
| Total | 3474264 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 485551 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 698942 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 737297 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 7311 | CurrentTaxYearMinus1Year |
| Current Tax Year | 135380 | CurrentTaxYear |
| Total | 2064481 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 32412631 | TotalSupport |
| Gross Receipts From Admissions Etc | 3434274 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.77680 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.75100 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 2 | NumberDAFsHeld |
| Donor Advised Contributions | 8797 | DonorAdvisedContributions |
| Aggregate DAF Value | 78969 | AggregateDAFValue |
| Disclosed Orgs Legal Control | 1 | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | 1 | DisclosedForCharitablePurposes |
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 698403 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 39027854 | BeginningOfYearBalance |
| Contributions | 1006764 | Contributions |
| Investment Earnings Or Losses | 4609046 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 324341 | GrantsOrScholarships |
| Other Expenditures | 555351 | OtherExpenditures |
| Administrative Expenses | 742917 | AdministrativeExpenses |
| End Of Year Balance | 43021055 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 31560736 | BeginningOfYearBalance |
| Contributions | 7053319 | Contributions |
| Investment Earnings Or Losses | 2239142 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 528757 | GrantsOrScholarships |
| Other Expenditures | 652151 | OtherExpenditures |
| Administrative Expenses | 644435 | AdministrativeExpenses |
| End Of Year Balance | 39027854 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 34928085 | BeginningOfYearBalance |
| Contributions | 4701165 | Contributions |
| Investment Earnings Or Losses | -6358037 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 658859 | GrantsOrScholarships |
| Other Expenditures | 470590 | OtherExpenditures |
| Administrative Expenses | 581028 | AdministrativeExpenses |
| End Of Year Balance | 31560736 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.08410 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.91590 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 987095 | InvestmentCostOrOtherBasis |
| Book Value | 987095 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 2135000 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 28615 | OtherCostOrOtherBasis |
| Depreciation | 21928 | Depreciation |
| Book Value | 2141687 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1114823 | OtherCostOrOtherBasis |
| Depreciation | 699695 | Depreciation |
| Book Value | 415128 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3543910 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (8 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| PARTNERSHIP INTERESTS | 18009260 | F |
| CORP. MORTGAGE OBLIGATIONS | 311131 | F |
| CORPORATE | 719287 | F |
| FEDERAL BONDS | 1284766 | F |
| MUNICIPALITIES | 470453 | F |
| STATE BONDS | 326092 | F |
| COMMODITIES | 5110 | F |
| FOREIGN CURRENCY | 209761 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 21335860 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| LIABILITY UNDER TRUST AGREEMENTS | $2,301,453 |
| LIABILITY FOR AMOUNT HELD FOR OTHERS | $1,816,389 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 4117842 | TotalOfAmounts |
| Total Revenue | 7072208 | TotalRevenue |
| Total Expenses | 7362146 | TotalExpenses |
| Excess Or Deficit For Year | -289938 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 5226704 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 5226704 | TotalAdjustments |
| Excess Or Deficit Per FS | 4936766 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 12408900 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 5226704 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 5226704 | RevenueNotRptdF990 |
| Revenue Subtotal | 7182196 | RevenueSubtotal |
| Other Revenues Not Included | -109988 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -109988 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 7072208 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 7472134 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 109988 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 109988 | ExpensesNotRptdF990 |
| Expenses Subtotal | 7362146 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 7362146 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 4: | THE UNIVERSITY FOUNDATION'S COLLECTIONS, WHICH ARE COMPOSED MAINLY OF ARTWORK AND OTHER DISPLAY ITEMS DONATED TO THE UNIVERSITY FOUNDATION, FURTHER AND ENHANCE CSUC'S EDUCATIONAL MISSION. | |
| PART V, LINE 4: | THE INTENDED USE OF THE ENDOWMENT FUNDS IS TO PROVIDE FUNDING FOR SCHOLARSHIPS AND OTHER DONOR-DESIGNATED ACTIVITIES FOR CALIFORNIA STATE UNIVERSITY OF CHICO STUDENTS, EMPLOYEES, AND FACULTY. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
| PART X: | THE FOUNDATION ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH FASB ASC 740, INCOME TAXES, WHICH CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN THE FOUNDATION'S FINANCIAL STATEMENTS AND PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. FASB ASC 740, INCOME TAXES, ALSO PROVIDES GUIDANCE ON DERECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. BASED ON THIS ANALYSIS, A LIABILITY IS RECORDED IF UNCERTAIN TAX BENEFITS HAVE BEEN RECEIVED. THE ORGANIZATION'S PRACTICE IS TO RECOGNIZE INTEREST AND PENALTIES, IF ANY, RELATED TO UNCERTAIN TAX POSITIONS IN THE TAX EXPENSE. THERE WERE NO UNCERTAIN TAX POSITIONS IDENTIFIED OR RELATED INTEREST AND PENALTIES RECORDED AS OF JUNE 30, 2011, AND THE ORGANIZATION DOES NOT EXPECT THIS TO CHANGE SIGNIFICANTLY OVER THE NEXT 12 MONTHS. | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: |
| FUNDRAISING EXPENSES INCLUDED ON STATEMENT OF REVENUE -109,988. | PART XII, LINE 4B - OTHER ADJUSTMENTS: | |
| FUNDRAISING EXPENSES INCLUDED ON STATEMENT OF REVENUE 109,988. | PART XIII, LINE 2D - OTHER ADJUSTMENTS: |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
Name Of Organization NameOfOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARTS & LUNDY INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 WALL STREET WEST | AddressLine1 |
| City | LYNDHURST | City |
| State | NJ | State |
| ZIP Code | 07071 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CAMPAIGN CONSULTANT | Activity |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFunds |
| Gross Receipts | 0 | GrossReceipts |
| Amount Retained By Contractor | 71009 | AmountRetainedByContractor |
| Net To Organization | -71009 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 71009 | TotalRetainedByContractors |
| Total Net To Organization | -71009 | TotalNetToOrganization |
| Licensed States | CA | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF TOURNAMENT | NameOfEvent1 |
| Gross Receipts Event1 | 86049 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 86049 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 600 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 808 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 14523 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 7633 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 9961 | OtherDirectExpensesEvent1 |
| Name Of Event2 | CANDLES IN THE CANYON | NameOfEvent2 |
| Gross Receipts Event2 | 34828 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 34828 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 11989 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 901 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 2344 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 8 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 139961 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 15470 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 124491 | GrossRevenueOtherEvents |
| Non Cash Prizes Other Events | 1734 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 7277 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 24657 | FoodAndBeverageOtherEvents |
| Other Direct Expenses Other Events | 27561 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 260838 | GrossReceiptsTotal |
| Charitable Contributions Total | 15470 | CharitableContributionsTotal |
| Gross Revenue Total Events | 245368 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 600 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 2542 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 33789 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 33191 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 39866 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 109988 | DirectExpenseSummaryEvents |
| Net Income Summary | 135380 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| AWARD | 242 | 108672 |
| SCHOLARSHIP | 1512 | 1063883 |
| STIPEND | 9 | 9700 |
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: THE UNIVERSITY FOUNDATION HAS ESTABLISHED POLICIES AND PROCEDURES TO ENSURE GRANT FUNDS ARE DISTRIBUTED PROPERLY. FURTHERMORE, THE FOUNDATION IS AUDITED ANNUALLY BY AN INDEPENDENT FIRM AND TRI-ANNUALLY BY THE CHANCELLOR'S OFFICE TO ENSURE COMPLIANCE WITH THESE POLICIES AND PROCEDURES. | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| HOFFMAN LORRAINE | |||||||||||||
| 0 | 188525 | 0 | 0 | 0 | 0 | 0 | 34609 | 0 | 16810 | 0 | 239944 | 0 | 0 |
| ELLISON RICHARD | |||||||||||||
| 0 | 170007 | 0 | 0 | 0 | 0 | 0 | 31183 | 0 | 16061 | 0 | 217251 | 0 | 0 |
| ALBER ROBERT | |||||||||||||
| 0 | 112549 | 0 | 0 | 0 | 0 | 0 | 20554 | 0 | 25247 | 0 | 158350 | 0 | 0 |
| CALANDRELLA DREW | |||||||||||||
| 0 | 174998 | 0 | 0 | 0 | 0 | 0 | 32107 | 0 | 21989 | 0 | 229094 | 0 | 0 |
| FLAKE SANDRA | |||||||||||||
| 0 | 198656 | 0 | 0 | 0 | 0 | 0 | 36483 | 0 | 22350 | 0 | 257489 | 0 | 0 |
| ZINGG PAUL | |||||||||||||
| 0 | 266867 | 0 | 62000 | 0 | 0 | 0 | 49102 | 0 | 24693 | 0 | 402662 | 0 | 0 |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 77 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 10662 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SALE-COMPARABLE PROP | MethodOfDeterminingRevenues |
Books And Publications BooksAndPublications
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 49198 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SALE-COMPARABLE PROP | MethodOfDeterminingRevenues |
Clothing And Household Goods ClothingAndHouseholdGoods
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Noncash Contribs Rptd F990 | 12432 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SALE-COMPARABLE PROP | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 9993 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | PUB. LISTED PRICE | MethodOfDeterminingRevenues |
Real Estate Commercial RealEstateCommercial
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 535000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SALE-COMPARABLE PROP | MethodOfDeterminingRevenues |
Food Inventory FoodInventory
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 88 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 23061 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SALE-COMPARABLE PROP | MethodOfDeterminingRevenues |
Drugs And Medical Supplies DrugsAndMedicalSupplies
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 100 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SALE-COMPARABLE PROP | MethodOfDeterminingRevenues |
Scientific Specimens ScientificSpecimens
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 2788 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SALE-COMPARABLE PROP | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable (8 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | ATHLETIC SUPPLIES | 17 | 7182 | SALE-COMPARABLE PROPERTY |
| X | BLDG SUPPLIES | 6 | 1582 | SALE-COMPARABLE PROPERTY |
| X | ENGINEERING SUPPLIES | 1 | 4550 | SALE-COMPARABLE PROPERTY |
| X | FARM SUPPLIES | 11 | 10555 | SALE-COMPARABLE PROPERTY |
| X | GIFT CERTIFICATES/BASKETS | 190 | 11410 | SALE-COMPARABLE PROPERTY |
| X | MISCELLANEOUS GIFTS | 62 | 13084 | SALE-COMPARABLE PROPERTY |
| X | MUSIC SUPPLIES | 1 | 3841 | SALE-COMPARABLE PROPERTY |
| X | OFFICE SUPPLIES | 5 | 556 | SALE-COMPARABLE PROPERTY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 2 | 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 (5 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | AN ELECTRONIC COPY OF THE FORM 990 IS SENT TO THE GOVERNING BOARD FOR REVIEW. IF CHANGES ARE NECESSARY, THE REVISED FORM 990 IS RESENT; OTHERWISE, THE FORM 990 IS FILED. | |
| CONFLICT OF INTEREST STATEMENTS ARE COMPLETED ANNUALLY AND MAINTAINED IN THE UF DEVELOPMENT OFFICE. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC VIA THE ORGANIZATION'S WEBSITE. | FORM 990, PART VI, SECTION C, LINE 19 | |
| AVERAGE HOURS PER WEEK DEVOTED TO RELATED ORGANIZATIONS | HOFFMAN, LORRAINE 40 ELLISON, RICHARD 40 ALBER, ROBERT 40 CALANDRELLA, DREW 40 FLAKE, SANDRA 40 ZINGG, PAUL 40 | FORM 990, PART VII |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 5,226,704. | FORM 990, PART XI, LINE 5: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg | Public Charity StatusPublicCharityStatus |
|---|---|---|---|---|---|---|---|---|---|---|
| CALIFORNIA STATE UNIVERSITY CHICO | ||||||||||
| 400 WEST 1ST STREET | CHICO | CA | 95929 | 680219874 | UNIVERSITY | CA | 115(1) | N/A | 0 | |
| THE CSU CHICO RESEARCH FOUNDATION | ||||||||||
| 400 WEST 1ST STREET BLDG 25 | CHICO | CA | 95929 | 680386518 | RESEARCH FOUNDATION | CA | 501(C)(3) | N/A | 0 | LINE 11C, III-FI |
| ASSOCIATED STUDENTS OF CSU CHICO | ||||||||||
| 400 WEST 1ST STREET BMU ROOM 218 | CHICO | CA | 95929 | 941254630 | AUXILIARY ORGANIZATION | CA | 501(C)(3) | N/A | 0 | LINE 9 |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUSTS(38) | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activity | CHARITABLE TRUST | PrimaryActivity |
| Legal Domicile State | CA | LegalDomicileState |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Type Of Entity | T | TypeOfEntity |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| 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 | 1 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| THE CSU CHICO RESEARCH FOUNDATION | |
| L | 452664 |
| CALIFORNIA STATE UNIVERSITY CHICO | |
| B | 137694 |
| CALIFORNIA STATE UNIVERSITY CHICO | |
| O | 1663087 |
| CALIFORNIA STATE UNIVERSITY CHICO | |
| P | 650082 |