Civic Intelligence

California Polytechnic State University Foundation

990 • Fiscal year 2012 • EIN 20-4927897

Jul 01, 2011 to Jun 30, 2012 • Filed on Apr 04, 2013

Organization ProfileWWW.CALPOLYFOUNDATION.ORG
Admin Building 01 No 11593407
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

14th percentile

0.04x

Higher debt load relative to assets than 14% of similar nonprofits.

2012 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

18th percentile

-2.9%

Faster asset growth than 18% of similar nonprofits.

2012 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$229,626,631

Down $6,963,581 (-2.9%) from 2011

Net Assets

Down

$219,296,596

Down $7,543,110 (-3.3%) from 2011

Liabilities

Up

$10,330,035

Up $579,529 (+5.9%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$19,288,175

Up $535,396 (+2.9%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600M$400M$200M$0Assets 2010: $206,695,624Liabilities 2010: $10,258,796Net Assets 2010: $196,436,8282010Assets 2011: $236,590,212Liabilities 2011: $9,750,506Net Assets 2011: $226,839,7062011Assets 2012: $229,626,631Liabilities 2012: $10,330,035Net Assets 2012: $219,296,5962012Assets 2013: $243,683,119Liabilities 2013: $10,129,321Net Assets 2013: $233,553,7982013Assets 2014: $267,112,960Liabilities 2014: $10,382,270Net Assets 2014: $256,730,6902014Assets 2015: $281,410,732Liabilities 2015: $12,502,694Net Assets 2015: $268,908,0382015Assets 2016: $299,791,929Liabilities 2016: $13,383,823Net Assets 2016: $286,408,1062016Assets 2017: $349,438,110Liabilities 2017: $9,622,799Net Assets 2017: $339,815,3112017Assets 2018: $368,991,639Liabilities 2018: $8,895,325Net Assets 2018: $360,096,3142018Assets 2019: $377,483,082Liabilities 2019: $7,315,174Net Assets 2019: $370,167,9082019Assets 2020: $373,579,737Liabilities 2020: $11,876,670Net Assets 2020: $361,703,0672020Assets 2021: $434,195,321Liabilities 2021: $16,559,634Net Assets 2021: $417,635,6872021Assets 2022: $387,833,874Liabilities 2022: $14,648,942Net Assets 2022: $373,184,9322022Assets 2023: $403,663,890Liabilities 2023: $13,909,463Net Assets 2023: $389,754,4272023Assets 2024: $437,035,056Liabilities 2024: $16,365,001Net Assets 2024: $420,670,0552024

Highlighted filing

2012

Assets$229,626,631
Liabilities$10,330,035
Net Assets$219,296,596
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$80M$60M$40M$20M$0Expenses 2010: $14,464,0562010Expenses 2011: $18,752,7792011Expenses 2012: $19,288,1752012Expenses 2013: $23,043,8822013Revenue 2014: $25,858,199Expenses 2014: $24,121,930Net Income 2014: $1,736,2692014Revenue 2015: $55,050,551Expenses 2015: $29,866,960Net Income 2015: $25,183,5912015Revenue 2016: $52,695,621Expenses 2016: $31,206,516Net Income 2016: $21,489,1052016Revenue 2017: $65,538,856Expenses 2017: $27,034,661Net Income 2017: $38,504,1952017Revenue 2018: $57,843,515Expenses 2018: $44,366,532Net Income 2018: $13,476,9832018Revenue 2019: $44,057,764Expenses 2019: $35,353,848Net Income 2019: $8,703,9162019Revenue 2020: $48,841,710Expenses 2020: $39,260,409Net Income 2020: $9,581,3012020Revenue 2021: $44,339,782Expenses 2021: $40,325,198Net Income 2021: $4,014,5842021Revenue 2022: $59,131,933Expenses 2022: $57,544,624Net Income 2022: $1,587,3092022Revenue 2023: $46,982,068Expenses 2023: $46,371,070Net Income 2023: $610,9982023Revenue 2024: $74,723,223Expenses 2024: $51,314,550Net Income 2024: $23,408,6732024

Highlighted filing

2012

Revenue-
Expenses$19,288,175
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Apr 4, 2013
Return Version
2011v1.5
Gross Receipts
$43,690,507
Mission and Program Overview

Mission

To provide and augment programs that are an integral part of the educational mission of the university, primarily in the acquisition, investment and administration of gifts and endowments for the benefit of the university.

Major Activities

Activity 2
Management and investment of endowment funds, the earnings on which are restricted for the benefit of the university.
Filing and Contact Details

Filer

EIN
20-4927897
Raw XML AppendixShowing 400 of 911 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReview00
IRS990/AccountsPayableAccruedExpenses/BOY0782221
IRS990/AccountsPayableAccruedExpenses/EOY01865171
IRS990/AccountsReceivable/BOY0290730
IRS990/AccountsReceivable/EOY0534948
IRS990/ActivitiesConductedPartnership00
IRS990/Activity2/Description0MANAGEMENT AND INVESTMENT OF ENDOWMENT FUNDS, THE EARNINGS ON WHICH ARE RESTRICTED FOR THE BENEFIT OF THE UNIVERSITY.
IRS990/Activity2/Expense0576000
IRS990/ActivityOrMissionDescription0THE FOUNDATION'S PURPOSE IS TO OPERATE AS AN AUXILIARY ORGANIZATION OF THE CALIFORNIA STATE UNIVERSITY BY SUPPORTING THE SCIENTIFIC, LITERARY, EDUCATIONAL AND CHARITABLE PURPOSES OF CALIFORNIA POLYTECHNIC STATE UNIVERSITY, SAN LUIS OBISPO.
IRS990/AddressPrincipalOfficerUS/AddressLine10ADMIN BUILDING 01 NO 115
IRS990/AddressPrincipalOfficerUS/City0SAN LUIS OBISPO
IRS990/AddressPrincipalOfficerUS/State0CA
IRS990/AddressPrincipalOfficerUS/ZIPCode093407
IRS990/AllOtherContributions012452683
IRS990/AllOtherExpenses/Fundraising0205262
IRS990/AllOtherExpenses/ManagementAndGeneral037867
IRS990/AllOtherExpenses/ProgramServices065897
IRS990/AllOtherExpenses/Total0309026
IRS990/AnnualDisclosureCoveredPersons01
IRS990/AuditCommittee01
IRS990/BenefitsPaidToMembersCY00
IRS990/BenefitsPaidToMembersPriorYear00
IRS990/BsnssRltnshpThruFamilyMember00
IRS990/BsnssRltnshpWithOrganization00
IRS990/CapStckTrstPrinCurrentFunds/BOY00
IRS990/CapStckTrstPrinCurrentFunds/EOY00
IRS990/CashNonInterestBearing/BOY08059386
IRS990/CashNonInterestBearing/EOY06448703
IRS990/ChangesToOrganizingDocs00
IRS990/CollectionsOfArt00
IRS990/CompensationFromOtherSources00
IRS990/CompensationProcessCEO01
IRS990/CompensationProcessOther01
IRS990/ComplianceWithBackupWitholding01
IRS990/ConferencesMeetings/Fundraising030537
IRS990/ConferencesMeetings/ManagementAndGeneral028950
IRS990/ConferencesMeetings/Total059487
IRS990/ConflictOfInterestPolicy01
IRS990/ConservationEasements00
IRS990/ConsolidatedAuditFinancialStmt01
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine10CORPORATION ADMIN BLDG 15
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/AddressLine11203 REDWOOD SHORES PARKWAY SUITE 3
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City0SAN LUIS OBISPO
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/City1REDWOOD SHORES
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State0CA
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/State1CA
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode093407
IRS990/ContractorCompensation/AddressOfContractor/AddressUS/ZIPCode194065
IRS990/ContractorCompensation/Compensation01106389
IRS990/ContractorCompensation/Compensation1435050
IRS990/ContractorCompensation/DescriptionOfServices0ADMINISTRATIVE SERVICES
IRS990/ContractorCompensation/DescriptionOfServices1INVESTMENT ADVISOR
IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine10CAL POLY CORPORATION
IRS990/ContractorCompensation/NameOfContractor/NameBusiness/BusinessNameLine11KASPICK & COMPANY
IRS990/ContributionsGrantsCurrentYear013290112
IRS990/ContributionsGrantsPriorYear013553958
IRS990/CreditCounseling00
IRS990/DecisionsSubjectToApproval01
IRS990/DeductibleContributionsOfArt00
IRS990/DeductibleNonCashContributions01
IRS990/DeferredRevenue/BOY0485500
IRS990/DeferredRevenue/EOY0544500
IRS990/DelegationOfManagementDuties01
IRS990/DescribedIn501C301
IRS990/Description0EXPENSES IN SUPPORT OF THE EDUCATIONAL MISSION OF THE UNIVERSITY; INCLUDING INSTRUCTION, RESEARCH, MAINTENANCE, SCHOLARSHIPS AND OTHER ACADEMIC AND INSTITUTIONAL SUPPORT.
IRS990/DisregardedEntity00
IRS990/DocumentRetentionPolicy01
IRS990/DonorAdvisedFunds00
IRS990/DoNotFollowSFAS1170X
IRS990/ElectionOfBoardMembers01
IRS990/ExcessBenefitTransaction00
IRS990/Expense015413869
IRS990/FamilyOrBusinessRelationship00
IRS990/FederalGrantAuditRequired00
IRS990/FeesForServicesAccounting/ManagementAndGeneral051273
IRS990/FeesForServicesAccounting/Total051273
IRS990/FeesForServicesInvstMgmntFees/ManagementAndGeneral023991
IRS990/FeesForServicesInvstMgmntFees/ProgramServices0576000
IRS990/FeesForServicesInvstMgmntFees/Total0599991
IRS990/FeesForServicesLegal/Fundraising012719
IRS990/FeesForServicesLegal/ManagementAndGeneral045
IRS990/FeesForServicesLegal/Total012764
IRS990/FeesForServicesManagement/ManagementAndGeneral01175340
IRS990/FeesForServicesManagement/Total01175340
IRS990/FeesForServicesOther/Fundraising0998586
IRS990/FeesForServicesOther/ManagementAndGeneral032887
IRS990/FeesForServicesOther/Total01031473
IRS990/FinancialStatementBoth0X
IRS990/ForeignActivities00
IRS990/ForeignFinancialAccount00
IRS990/ForeignOffice00
IRS990/Form8282PropertyDisposedOf00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek02.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek12.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek22.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek32.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek42.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek52.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek62.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek72.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek82.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek92.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek102.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek112.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek122.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek132.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek142.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek152.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek162.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek173.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek182.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek192.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek202.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek212.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek222.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek232.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek245.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek253.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek262.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek275.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek283.00
IRS990/Form990PartVIISectionA/AverageHoursPerWeek292.00
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector0X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector1X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector2X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector3X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector4X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector5X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector6X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector7X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector8X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector9X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector10X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector11X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector12X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector13X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector14X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector15X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector16X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector17X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector18X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector19X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector20X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector21X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector22X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector23X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector24X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector25X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector26X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector27X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector28X
IRS990/Form990PartVIISectionA/IndividualTrusteeOrDirector29X
IRS990/Form990PartVIISectionA/NamePerson0MIKE APPLEGATE
IRS990/Form990PartVIISectionA/NamePerson1DOUG AUSTIN
IRS990/Form990PartVIISectionA/NamePerson2STEVE BARNARD
IRS990/Form990PartVIISectionA/NamePerson3RICHARD BERGQUIST
IRS990/Form990PartVIISectionA/NamePerson4GARY BLOOM
IRS990/Form990PartVIISectionA/NamePerson5PAUL BONDERSON
IRS990/Form990PartVIISectionA/NamePerson6AARON BORGESON
IRS990/Form990PartVIISectionA/NamePerson7MARY CREBASSA
IRS990/Form990PartVIISectionA/NamePerson8RICHARD DOERR
IRS990/Form990PartVIISectionA/NamePerson9MARILYN EDLING
IRS990/Form990PartVIISectionA/NamePerson10KENNETH EDWARDS
IRS990/Form990PartVIISectionA/NamePerson11CHARLES HARRINGTON
IRS990/Form990PartVIISectionA/NamePerson12ALLAN HAUCK
IRS990/Form990PartVIISectionA/NamePerson13JOHN LAKE
IRS990/Form990PartVIISectionA/NamePerson14MIKE MANTLE
IRS990/Form990PartVIISectionA/NamePerson15JON MONETT
IRS990/Form990PartVIISectionA/NamePerson16AL MONTNA
IRS990/Form990PartVIISectionA/NamePerson17PETER OPPENHEIMER
IRS990/Form990PartVIISectionA/NamePerson18LAURA PICKERING
IRS990/Form990PartVIISectionA/NamePerson19WARREN SINSHEIMER
IRS990/Form990PartVIISectionA/NamePerson20GEORGE SOARES
IRS990/Form990PartVIISectionA/NamePerson21KENRIC STONE
IRS990/Form990PartVIISectionA/NamePerson22BILL SWANSON
IRS990/Form990PartVIISectionA/NamePerson23BOB TAYLOR
IRS990/Form990PartVIISectionA/NamePerson24RICHARD BRADSHAW
IRS990/Form990PartVIISectionA/NamePerson25BOB WACKER
IRS990/Form990PartVIISectionA/NamePerson26LARRY KELLEY
IRS990/Form990PartVIISectionA/NamePerson27TANYA KIANI-HAUCK
IRS990/Form990PartVIISectionA/NamePerson28ROBERT KOOB
IRS990/Form990PartVIISectionA/NamePerson29DEBBIE READ
IRS990/Form990PartVIISectionA/Officer0X
IRS990/Form990PartVIISectionA/Officer1X
IRS990/Form990PartVIISectionA/Officer2X
IRS990/Form990PartVIISectionA/Officer3X
IRS990/Form990PartVIISectionA/Officer4X
IRS990/Form990PartVIISectionA/Officer5X
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/OtherCompensation10
IRS990/Form990PartVIISectionA/OtherCompensation20
IRS990/Form990PartVIISectionA/OtherCompensation30
IRS990/Form990PartVIISectionA/OtherCompensation40
IRS990/Form990PartVIISectionA/OtherCompensation50
IRS990/Form990PartVIISectionA/OtherCompensation60
IRS990/Form990PartVIISectionA/OtherCompensation70
IRS990/Form990PartVIISectionA/OtherCompensation80
IRS990/Form990PartVIISectionA/OtherCompensation90
IRS990/Form990PartVIISectionA/OtherCompensation100
IRS990/Form990PartVIISectionA/OtherCompensation110
IRS990/Form990PartVIISectionA/OtherCompensation1231468
IRS990/Form990PartVIISectionA/OtherCompensation130
IRS990/Form990PartVIISectionA/OtherCompensation140
IRS990/Form990PartVIISectionA/OtherCompensation150
IRS990/Form990PartVIISectionA/OtherCompensation160
IRS990/Form990PartVIISectionA/OtherCompensation170
IRS990/Form990PartVIISectionA/OtherCompensation180
IRS990/Form990PartVIISectionA/OtherCompensation190
IRS990/Form990PartVIISectionA/OtherCompensation200
IRS990/Form990PartVIISectionA/OtherCompensation210
IRS990/Form990PartVIISectionA/OtherCompensation220
IRS990/Form990PartVIISectionA/OtherCompensation230
IRS990/Form990PartVIISectionA/OtherCompensation240
IRS990/Form990PartVIISectionA/OtherCompensation250
IRS990/Form990PartVIISectionA/OtherCompensation2654160
IRS990/Form990PartVIISectionA/OtherCompensation2741063
IRS990/Form990PartVIISectionA/OtherCompensation2857397
IRS990/Form990PartVIISectionA/OtherCompensation290
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization10
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization20
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization30
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization40
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization50
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization60
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization70
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization80
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization90
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization100
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization110
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization120
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization130
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization140
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization150
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization160
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization170
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization180
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization190
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization200
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization210
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization220
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization230
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization240
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization250
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization260
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization270
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization280
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization290
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs10
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs20
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs30
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs40
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs50
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs60
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs70
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs80
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs90
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs100
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs110
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs12136254
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs130
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs140
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs150
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs160
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs170
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs180
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs190
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs200
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs210
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs220
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs230
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs240
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs250
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs26226020
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs27125839
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs28243265
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs298840
IRS990/Form990PartVIISectionA/Title0DIRECTOR
IRS990/Form990PartVIISectionA/Title1DIRECTOR
IRS990/Form990PartVIISectionA/Title2DIRECTOR
IRS990/Form990PartVIISectionA/Title3DIRECTOR
IRS990/Form990PartVIISectionA/Title4DIRECTOR
IRS990/Form990PartVIISectionA/Title5DIRECTOR
IRS990/Form990PartVIISectionA/Title6STUDENT DIRECTOR
IRS990/Form990PartVIISectionA/Title7DIRECTOR
IRS990/Form990PartVIISectionA/Title8DIRECTOR
IRS990/Form990PartVIISectionA/Title9DIRECTOR
IRS990/Form990PartVIISectionA/Title10DIRECTOR
IRS990/Form990PartVIISectionA/Title11DIRECTOR
IRS990/Form990PartVIISectionA/Title12DIRECTOR
IRS990/Form990PartVIISectionA/Title13DIRECTOR
IRS990/Form990PartVIISectionA/Title14DIRECTOR
IRS990/Form990PartVIISectionA/Title15DIRECTOR
IRS990/Form990PartVIISectionA/Title16DIRECTOR
IRS990/Form990PartVIISectionA/Title17DIRECTOR
IRS990/Form990PartVIISectionA/Title18DIRECTOR
IRS990/Form990PartVIISectionA/Title19DIRECTOR
IRS990/Form990PartVIISectionA/Title20DIRECTOR
IRS990/Form990PartVIISectionA/Title21DIRECTOR
IRS990/Form990PartVIISectionA/Title22DIRECTOR
IRS990/Form990PartVIISectionA/Title23DIRECTOR
IRS990/Form990PartVIISectionA/Title24CHAIR
IRS990/Form990PartVIISectionA/Title25VICE CHAIR
IRS990/Form990PartVIISectionA/Title26TREASURER/CFO, NONVOTING
IRS990/Form990PartVIISectionA/Title27INTERIM SECRETARY, NONVOTING
IRS990/Form990PartVIISectionA/Title28INTERIM CEO (PARTIAL YEAR)
IRS990/Form990PartVIISectionA/Title29CEO
IRS990/Form990ProvidedToGoverningBody01
IRS990/FormersListed00
IRS990/FSAudited01
IRS990/FundraisingActivities00
IRS990/FundsToPayPremiums00
IRS990/GainOrLoss/Securities0-1440870
IRS990/Gaming00
IRS990/Grants08026056
IRS990/GrantsAndSimilarAmntsCY08026056
IRS990/GrantsAndSimilarAmntsPriorYear09858978
IRS990/GrantsToDomesticIndividuals/ProgramServices010000
IRS990/GrantsToDomesticIndividuals/Total010000
IRS990/GrantsToDomesticOrgs/ProgramServices08016056
IRS990/GrantsToDomesticOrgs/Total08016056
IRS990/GrantsToIndividuals01
IRS990/GrantsToOrganizations01
IRS990/GrantToRelatedPerson00
IRS990/GrossAmountSalesAssets/Securities023785777
IRS990/GrossReceipts043690507
IRS990/GroupReturnForAffiliates00
IRS990/Hospital00
IRS990/IndependentAuditFinancialStmt01
IRS990/IndoorTanningServices00
IRS990/InfoInScheduleOPartVI0X
IRS990/InfoInScheduleOPartXI0X
IRS990/Insurance/ManagementAndGeneral03402
IRS990/Insurance/Total03402
IRS990/InventoriesForSaleOrUse/BOY0817743
IRS990/InventoriesForSaleOrUse/EOY0775744
IRS990/InvestmentIncomeCurrentYear04929508
IRS990/InvestmentIncome/ExclusionAmount06370378
IRS990/InvestmentIncomePriorYear0-1725782
IRS990/InvestmentIncome/TotalRevenueColumn06370378
IRS990/InvestmentInJointVenture00
IRS990/InvestmentsOtherSecurities/BOY011215582
IRS990/InvestmentsOtherSecurities/EOY011247955
IRS990/InvestmentsPubTradedSecurities/BOY0181884481
IRS990/InvestmentsPubTradedSecurities/EOY0180114603
IRS990/LandBuildingsEquipmentBasis0300000
IRS990/LandBuildingsEquipmentBasisNet/BOY01000000
IRS990/LandBuildingsEquipmentBasisNet/EOY0300000
IRS990/LessCostOthBasisSalesExpenses/Securities025226647
IRS990/LoanToOfficerOrDQP00
IRS990/LobbyingActivities01
IRS990/LocalChapters00
IRS990/MaterialDiversionOrMisuse00
IRS990/MembersOrStockholders00
IRS990/MethodOfAccountingAccrual0X
IRS990/MinutesOfCommittees01
IRS990/MinutesOfGoverningBody01
IRS990/MissionDescription0TO PROVIDE AND AUGMENT PROGRAMS THAT ARE AN INTEGRAL PART OF THE EDUCATIONAL MISSION OF THE UNIVERSITY, PRIMARILY IN THE ACQUISITION, INVESTMENT AND ADMINISTRATION OF GIFTS AND ENDOWMENTS FOR THE BENEFIT OF THE UNIVERSITY.
IRS990/MoreThan5000KToIndividuals00
IRS990/MoreThan5000KToOrganizations00
IRS990/MortNotesPyblSecuredInvestProp/BOY0483541
IRS990/MortNotesPyblSecuredInvestProp/EOY0475010
IRS990/NameOfPrincipalOfficerPerson0LAWRENCE R KELLEY
IRS990/NbrIndependentVotingMembers025
IRS990/NbrVotingGoverningBodyMembers026
IRS990/NbrVotingMembersGoverningBody026
IRS990/NetAssetsOrFundBalancesBOY0226839706
IRS990/NetAssetsOrFundBalancesEOY0219296596
IRS990/NetGainOrLossInvestments/ExclusionAmount0-1440870
IRS990/NetGainOrLossInvestments/TotalRevenueColumn0-1440870
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NoncashContributions0955970
IRS990/NonDeductibleContributions00
IRS990/NumberFormsTransmittedWith10960104
IRS990/NumberIndependentVotingMembers025
IRS990/NumberIndividualsGT100K00
IRS990/NumberOfContractorsGT100K02
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficeExpenses/Fundraising0140698
IRS990/OfficeExpenses/ManagementAndGeneral017190
IRS990/OfficeExpenses/Total0157888
IRS990/OfficerEntityWithBsnssRltnshp00
IRS990/OfficerMailingAddress00
IRS990/Organization501c30X
IRS990/OtherAssetsTotal/BOY0338064
IRS990/OtherAssetsTotal/EOY0282542
IRS990/OtherExpensePriorYear08893801
IRS990/OtherExpensesCurrentYear011262119
IRS990/OtherExpenses/Description0ACADEMIC SUPPORT
IRS990/OtherExpenses/Description1PUBLIC & INSTITUTIONAL
IRS990/OtherExpenses/Description2RESEARCH
IRS990/OtherExpenses/Description3STUDENT SERVICES
IRS990/OtherExpenses/ManagementAndGeneral0442311
IRS990/OtherExpenses/ProgramServices05596119
IRS990/OtherExpenses/ProgramServices11074878
IRS990/OtherExpenses/ProgramServices2537186
IRS990/OtherExpenses/ProgramServices3113733
IRS990/OtherExpenses/Total06038430

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$229,626,631
Liabilities
$10,330,035
Net assets
$219,296,596
Revenue
-
Expenses
$19,288,175
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$437$16.4$421$74.7$51.3$23.4
2023Detailed filing. Detailed filing data is available for this year.$404$13.9$390$47.0$46.4$0.61
2022Detailed filing. Detailed filing data is available for this year.$388$14.6$373$59.1$57.5$1.59
2021Detailed filing. Detailed filing data is available for this year.$434$16.6$418$44.3$40.3$4.01
2020Detailed filing. Detailed filing data is available for this year.$374$11.9$362$48.8$39.3$9.58
2019Detailed filing. Detailed filing data is available for this year.$377$7.32$370$44.1$35.4$8.70
2018Detailed filing. Detailed filing data is available for this year.$369$8.90$360$57.8$44.4$13.5
2017Detailed filing. Detailed filing data is available for this year.$349$9.62$340$65.5$27.0$38.5
2016Detailed filing. Detailed filing data is available for this year.$300$13.4$286$52.7$31.2$21.5
2015Detailed filing. Detailed filing data is available for this year.$281$12.5$269$55.1$29.9$25.2
2014Detailed filing. Detailed filing data is available for this year.$267$10.4$257$25.9$24.1$1.74
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$244$10.1$234$23.0
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$230$10.3$219$19.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$237$9.75$227$18.8
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$207$10.3$196$14.5