STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

THE UNIVERSITY FOUNDATION CALIFORNIA STATE UNIVERSITY CHICO: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
THE UNIVERSITY FOUNDATION CALIFORNIA STATE UNIVERSITY CHICO (EIN 95-1230865)
Tax period
2009-07-01 to 2010-06-30
Filed
2011-05-16
IRS object ID
201131369349302693
Schema version
2009v1.7
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-05-16T11:15:24-05:00Timestamp
Tax Period End Date2010-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1MATSON AND ISOMBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line13013 CERES AVENUEAddressLine1
CityCHICOCity
StateCAState
ZIP Code95973ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2009-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN951230865EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1The University FoundationBusinessNameLine1
Business Name Line2California State University ChicoBusinessNameLine2
FieldValueIRS element (for citing)
Name ControlUNIVNameControl
Phone5308986811Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1CSUC Building 25 No 203AddressLine1
CityChicoCity
StateCAState
ZIP Code959290246ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameLorraine HoffmanName
TitleTreasurerTitle
Phone5308986811Phone
Date Signed2011-05-12DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
Phone5308916474Phone
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonLorraine HoffmanNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1CSUC Building 25 No 203AddressLine1
CityChicoCity
StateCAState
ZIP Code959290246ZIPCode
FieldValueIRS element (for citing)
Gross Receipts8319699GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web Sitewww.csuchico.edu/advancementWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1940YearFormation
State Legal DomicileCAStateLegalDomicile
Activity Or Mission DescriptionTo administer all university related philanthropic activitiesActivityOrMissionDescription
Nbr Voting Members Governing Body18NbrVotingMembersGoverningBody
Nbr Independent Voting Members11NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers150TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year2482412ContributionsGrantsPriorYear
Contributions Grants Current Year5596603ContributionsGrantsCurrentYear
Program Service Revenue Prior Year1375293ProgramServiceRevenuePriorYear
Program Service Revenue CY1273813ProgramServiceRevenueCY
Investment Income Prior Year490554InvestmentIncomePriorYear
Investment Income Current Year674742InvestmentIncomeCurrentYear
Other Revenue Prior Year737297OtherRevenuePriorYear
Other Revenue Current Year774411OtherRevenueCurrentYear
Total Revenue Prior Year5085556TotalRevenuePriorYear
Total Revenue Current Year8319569TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year1068220GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY1249782GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year336965SalariesEtcPriorYear
Salaries Etc Current Year208055SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year857124TotalFundrsngExpCurrentYear
Other Expense Prior Year5116197OtherExpensePriorYear
Other Expenses Current Year6270239OtherExpensesCurrentYear
Total Expenses Prior Year6521382TotalExpensesPriorYear
Total Expenses Current Year7728076TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-1435826RevenuesLessExpensesPriorYear
Revenues Less Expenses CY591493RevenuesLessExpensesCY
Total Assets BOY57678626TotalAssetsBOY
Total Assets EOY60090742TotalAssetsEOY
Total Liabilities BOY4235789TotalLiabilitiesBOY
Total Liabilities EOY4141096TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY53442837NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY55949646NetAssetsOrFundBalancesEOY
Mission DescriptionTo 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 knownMissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense2619021Expense
Revenue1367272Revenue
DescriptionThe 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

FieldValueIRS element (for citing)
Expense1372725Expense
Grants1249782Grants
Revenue617146Revenue
DescriptionThe 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

FieldValueIRS element (for citing)
Expense66500Expense
Revenue0Revenue
DescriptionBoard 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

FieldValueIRS element (for citing)
Expense14000Expense
Revenue56495Revenue
DescriptionOther 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
FieldValueIRS element (for citing)
Total Of Other Program Service Exp14000TotalOfOtherProgramServiceExp
Total Of Other Program Service Rev56495TotalOfOtherProgramServiceRev
Total Program Service Expense4072246TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Donor Advised Funds1DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art1CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Balance Sheet Amounts Reported1BalanceSheetAmountsReported
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt1ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals1GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions1DeductibleNonCashContributions
Deductible Contributions Of Art1DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org1TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With1096110NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Excess Business Holdings0ExcessBusinessHoldings
Taxable Distributions0TaxableDistributions
Distribution To Donor0DistributionToDonor
Nbr Voting Governing Body Members18NbrVotingGoverningBodyMembers
Number Independent Voting Members11NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy0WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledCAStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1Susan JenningsBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number5308986815TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1CSU Chico BMUAddressLine1
CityChicoCity
StateCAState
ZIP Code95929ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (18 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
Matson Richard
Chair2.00XX000
Kittredge Robert
Vice Chair2.00XX000
Hoffman Lorraine
Treasurer2.00XX019017847988
Ellison Richard
Secretary2.00XX017137644146
Alber Robert
Board Member2.00X011341141035
Calandrella Drew
Board Member2.00X017653248909
Flake Sandra
Board Member2.00X020039853229
Zingg Paul
Board Member2.00X033043268836
Burghardt John
Community Member2.00X000
Francis Mark
Community Member2.00X000
Guerrero Doug
Community Member2.00X000
Hollingshead Susan
Community Member2.00X000
Kimmelshue Tod
Community Member2.00X000
Morgan JoAnn
Community Member2.00X000
Noell Dan
Community Member2.00X000
Prime Michael
Community Member2.00X000
Smith Valene
Community Member2.00X000
Postma Jim
Faculty Member2.00X010767835400
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs1290005TotalReportableCompFrmRltdOrgs
Total Other Compensation339543TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
All Other Contributions5596603AllOtherContributions
Noncash Contributions126595NoncashContributions
Total Contributions5596603TotalContributions

Program Service Revenue ProgramServiceRevenue

FieldValueIRS element (for citing)
DescriptionUniversity programsDescription
Business Code611710BusinessCode
Total Revenue Column1273813TotalRevenueColumn
Related Or Exempt Function Income1273813RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Program Service Revenue1273813TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column586897TotalRevenueColumn
Exclusion$586,897ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities87845Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities87845Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column87845TotalRevenueColumn
Exclusion$87,845ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Gaming7441GrossIncomeGaming
Gaming Direct Expenses130GamingDirectExpenses

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column7311TotalRevenueColumn
Exclusion$7,311ExclusionAmount

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionMiscellaneous incomeDescription
Business Code611710BusinessCode
Total Revenue Column767100TotalRevenueColumn
Related Or Exempt Function Income767100RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue767100TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column8319569TotalRevenueColumn
Related Or Exempt Function Income2040913RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$682,053ExclusionAmount

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total1249782Total
Program Services1249782ProgramServices

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total191905Total
Management And General191905ManagementAndGeneral

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total16150Total
Management And General16150ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total172410Total
Management And General172410ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total449124Total
Management And General449124ManagementAndGeneral

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total91804Total
Management And General91804ManagementAndGeneral

Insurance Insurance

FieldValueIRS element (for citing)
Total26977Total
Management And General26977ManagementAndGeneral

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
Sponsored & campus prog26825862682586
Institutional Support23808922380892
Public relations130104130104
Faculty & grant develop6650066500
Fundraising expenses0-857124857124

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total269842Total
Program Services73378ProgramServices
Management And General196464ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total7728076Total
Program Services4072246ProgramServices
Management And General2798706ManagementAndGeneral
Fundraising857124Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY473706BOY
EOY162505EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY7446942BOY
EOY10324938EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY5362420BOY
EOY1259579EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY604294BOY
EOY615853EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
EOY143658EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY252250BOY
EOY241705EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis4715760LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec604965LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY4937041BOY
EOY4110795EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY22061667BOY
EOY24906476EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY15849303BOY
EOY17624480EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY691003BOY
EOY700753EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY57678626BOY
EOY60090742EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY401387BOY
EOY510316EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY4355BOY
EOY10819EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY3830047BOY
EOY3619961EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY4235789BOY
EOY4141096EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY6278307BOY
EOY6085940EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY14596204BOY
EOY16178313EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY32568326BOY
EOY33685393EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY53442837BOY
EOY55949646EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY57678626BOY
EOY60090742EOY
FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement BothXFinancialStatementBoth
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
College Support Org170b1 AivXCollegeSupportOrg170b1Aiv

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years5290158CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years6633925CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years6688889CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year2482412CurrentTaxYearMinus1Year
Current Tax Year5596603CurrentTaxYear
Total26691987Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years5290158CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years6633925CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years6688889CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year2482412CurrentTaxYearMinus1Year
Current Tax Year5596603CurrentTaxYear
Total26691987Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total1657881AmountsSubstContributorsTotal
Public Support Total17025034106PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years699942CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years795561CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years931296CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year630331CurrentTaxYearMinus1Year
Current Tax Year586897CurrentTaxYear
Total3644027Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years300902CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years485551CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years698942CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year737297CurrentTaxYearMinus1Year
Current Tax Year774411CurrentTaxYear
Total2997103Total
FieldValueIRS element (for citing)
Total Support33333117TotalSupport
Public Support Pertcentage1700.75100PublicSupportPertcentage170
Public Support Pertcent Prior Year0.81280PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Number DA Fs Held2NumberDAFsHeld
Donor Advised Contributions0DonorAdvisedContributions
Grants Paid From Donor Funds0GrantsPaidFromDonorFunds
Aggregate DAF Value70175AggregateDAFValue
Disclosed Orgs Legal Control1DisclosedOrgsLegalControl
Disclosed For Charitable Purposes1DisclosedForCharitablePurposes

Art Public Exhibition Amts ArtPublicExhibitionAmts

FieldValueIRS element (for citing)
Assets In Part X700753AssetsInPartX
FieldValueIRS element (for citing)
Collect Used For Public ExhibitionXCollectUsedForPublicExhibition
Collect Used For Scholar ResearchXCollectUsedForScholarResearch
Collect Used For PreservationXCollectUsedForPreservation
Solicited Assets For Sale0SolicitedAssetsForSale

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance31560736BeginningOfYearBalance
Contributions7053319Contributions
Investment Earnings Or Losses2239142InvestmentEarningsOrLosses
Grants Or Scholarships528757GrantsOrScholarships
Other Expenditures652151OtherExpenditures
Administrative Expenses644435AdministrativeExpenses
End Of Year Balance39027854EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance34928085BeginningOfYearBalance
Contributions4701165Contributions
Investment Earnings Or Losses-6358037InvestmentEarningsOrLosses
Grants Or Scholarships658859GrantsOrScholarships
Other Expenditures470590OtherExpenditures
Administrative Expenses581028AdministrativeExpenses
End Of Year Balance31560736EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.07750BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.92260PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.00000TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Investment Cost Or Other Basis1223861InvestmentCostOrOtherBasis
Book Value1223861BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Investment Cost Or Other Basis2657298InvestmentCostOrOtherBasis
Other Cost Or Other Basis28615OtherCostOrOtherBasis
Depreciation20020Depreciation
Book Value2665893BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis805986OtherCostOrOtherBasis
Depreciation584945Depreciation
Book Value221041BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings4110795TotalOfBookValueLandBuildings

Other Securities OtherSecurities (6 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
Partnership interests14614283F
Corp. mortgage obligations280736F
Corporate566101F
Federal bonds1281054F
Municipalities480025F
State bonds402281F
FieldValueIRS element (for citing)
Total Of Book Value Securities17624480TotalOfBookValueSecurities

Other Liabilities OtherLiabilities (2 entries)

DescriptionDescriptionAmountAmount
Liability under trust agreements$2,007,682
Liability for amount held for others$1,612,279
FieldValueIRS element (for citing)
Total Of Amounts3619961TotalOfAmounts
Total Revenue8319569TotalRevenue
Total Expenses7728076TotalExpenses
Excess Or Deficit For Year591493ExcessOrDeficitForYear
Net Unrealized GL On Investments1915316NetUnrealizedGLOnInvestments
Total Adjustments1915316TotalAdjustments
Excess Or Deficit Per FS2506809ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt10234885TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments1915316NetUnrealizedGainsInvestments
Revenue Not Rptd F9901915316RevenueNotRptdF990
Revenue Subtotal8319569RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form9908319569TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt7728076TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal7728076ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form9907728076TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

FieldValueIRS element (for citing)
IdentifierPart III, Line 4:Identifier
ExplanationThe 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.Explanation

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)

Type Of GrantTypeOfGrantNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrant
Award257129952
Scholarship14001109980
Stipend159850

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierProcedure for Monitoring Grants in the U.S.:Identifier
Return ReferencePart I, Line 2:ReturnReference
ExplanationSchedule 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

FieldValueIRS element (for citing)
Compensation SurveyXCompensationSurvey
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (6 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
Hoffman Lorraine
01901780000031585016403023816600
Ellison Richard
01713760000028459015687021552200
Alber Robert
01134110000018758022277015444600
Calandrella Drew
01765320000029302019607022544100
Flake Sandra
02003980000033296019933025362700
Zingg Paul
027254905788300044812024024039926800

Schedule M IRS990ScheduleM

Works Of Art WorksOfArt

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions40NumberOfContributions
Noncash Contribs Rptd F99021730NoncashContribsRptdF990
Method Of Determining RevenuesSale-comparable propMethodOfDeterminingRevenues

Books And Publications BooksAndPublications

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Noncash Contribs Rptd F990175NoncashContribsRptdF990
Method Of Determining RevenuesSale-comparable propMethodOfDeterminingRevenues

Clothing And Household Goods ClothingAndHouseholdGoods

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Noncash Contribs Rptd F9907886NoncashContribsRptdF990
Method Of Determining RevenuesSale-comparable propMethodOfDeterminingRevenues

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions5NumberOfContributions
Noncash Contribs Rptd F99026543NoncashContribsRptdF990
Method Of Determining RevenuesPub. listed priceMethodOfDeterminingRevenues

Food Inventory FoodInventory

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions79NumberOfContributions
Noncash Contribs Rptd F99015173NoncashContribsRptdF990
Method Of Determining RevenuesSale-comparable propMethodOfDeterminingRevenues

Scientific Specimens ScientificSpecimens

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions1NumberOfContributions
Noncash Contribs Rptd F9904190NoncashContribsRptdF990
Method Of Determining RevenuesSale-comparable propMethodOfDeterminingRevenues

Other Non Cash Contributions Table OtherNonCashContributionsTable (8 entries)

Non Cash CheckboxNonCashCheckboxDescriptionDescriptionNumber Of ContributionsNumberOfContributionsNoncash Contribs Rptd F990NoncashContribsRptdF990Method Of Determining RevenuesMethodOfDeterminingRevenues
XAthletic supplies43270Sale of comparable property
XBldg supplies45556Sale-comparable prop
XEngineering supplies35306Sale of comparable property
XFarm supplies1115538Sale-comparable prop
XGift certificates/baskets874128Sale of comparable property
XMiscellaneous gifts557132Sale-comparable prop
XMusic supplies58433Sale-comparable prop
XOffice supplies51535Sale of comparable property
FieldValueIRS element (for citing)
Number Of8283 Received3NumberOf8283Received
Any Property That Must Be Held0AnyPropertyThatMustBeHeld
Review Process Unusual NC Gifts1ReviewProcessUnusualNCGifts
Third Parties Used0ThirdPartiesUsed

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (3 entries)

IdentifierIdentifierExplanationExplanation
Form 990, Part VI, Section B, line 11A draft is distributed to the Board of Directors for review. The Board will vote to approve or request changes.
Form 990, Part VI, Section B, line 12cThe foundation monitors who is subject to the conflict of interest policy.
Form 990, Part VI, Section C, line 19The governing documents, conflict of interest policy, and financial statements are available to the public via the organization's website.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionDirect Controlling Entity NADirectControllingEntityNAPublic Charity StatusPublicCharityStatus
California State University Chico
400 West 1st StreetChicoCA95929680219874UniversityCA115(1)N/A
The CSU Chico Research Foundation
400 West 1st Street Bldg 25ChicoCA95929680386518Research FoundationCA501(c)(3)N/ALine 11c, III-FI
Associated Students of CSU Chico
400 West 1st Street BMU Room 218ChicoCA95929941254630Auxiliary OrganizationCA501(c)(3)N/ALine 9
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org1GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets1ExchangeOfAssets
Rental Of Facilities To Other Orgs1RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs1RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs1PerformOfServicesByOtherOrgs
Sharing Of Facilities1SharingOfFacilities
Sharing Of Paid Employees1SharingOfPaidEmployees
Reimbursement Paid To Other Org1ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org1ReimbursementPaidByOtherOrg
Other Transfer To Other Org1OtherTransferToOtherOrg
Other Transfer From Other Org1OtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolved
The CSU Chico Research Foundation
L526038
California State University Chico
B1080106
California State University Chico
O2103497
California State University Chico
P655541