Civic Intelligence

California Polytechnic State University Foundation

990 • Fiscal year 2015 • EIN 20-4927897

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 12, 2016

One Grand Avenue Heron Hall No 103San Luis Obispo, CA 93407-0443

(805) 756-5421

Siviq Scores

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

Liabilities / Assets

12th percentile

0.04x

Higher debt load relative to assets than 12% of similar nonprofits.

2015 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2015

Liabilities / Revenue

21st percentile

0.23x

Higher debt load relative to revenue than 21% of similar nonprofits.

2015 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2015

Net Margin

93rd percentile

46%

Higher net margin than 93% of similar nonprofits.

2015 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2015

Top Officer Pay

24th percentile

$474,086

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2015 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2015

Asset Growth

68th percentile

5.4%

Faster asset growth than 68% of similar nonprofits.

2015 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2014 to 2015

Revenue Growth

98th percentile

113%

Faster revenue growth than 98% of similar nonprofits.

2015 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2014 to 2015

Assets

Up

$281,410,732

Up $14,297,772 (+5.4%) from 2014

Net Assets

Up

$268,908,038

Up $12,177,348 (+4.7%) from 2014

Liabilities

Up

$12,502,694

Up $2,120,424 (+20%) from 2014

Revenue

Up

$55,050,551

Up $29,192,352 (+113%) from 2014

Expenses

Up

$29,866,960

Up $5,745,030 (+24%) from 2014

Net Income

Up

$25,183,591

Up $23,447,322 (+1350%) from 2014

Historical Trend

Balance Sheet Trend

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

2015

Assets$281,410,732
Liabilities$12,502,694
Net Assets$268,908,038

Operations Trend

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

2015

Revenue$55,050,551
Expenses$29,866,960
Net Income$25,183,591
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 12, 2016
Return Version
2014v6.0
Gross Receipts
$108,834,244
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.

The 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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$256,730,690$268,908,038▲ $12,177,348
Investments in Publicly Traded Securities$208,241,339$226,640,024▲ $18,398,685
Savings and Temporary Cash Investments$24,827,888$33,040,765▲ $8,212,877
Pledges and Grants Receivable$18,717,318$16,080,880▼ $2,636,438
Investments Other Securities$9,164,940$3,512,691▼ $5,652,249
Other Notes and Loans Receivable, Net$638,000$638,000→ $0
Cash and Non-Interest-Bearing Accounts$4,818,779$532,668▼ $4,286,111
Inventories for Sale or Use$402,721$402,721→ $0
Accounts Receivable$69,264$293,613▲ $224,349
Prepaid Expenses and Deferred Charges$186,976$49,581▼ $137,395
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$267,112,960$281,410,732▲ $14,297,772
Other Assets Total$45,735$219,789▲ $174,054
Liabilities
Other Liabilities$8,490,477$7,701,462▼ $789,015
Accounts Payable and Accrued Expenses$1,259,293$4,298,732▲ $3,039,439
Deferred Revenue$632,500$502,500▼ $130,000
Total Liabilities$10,382,270$12,502,694▲ $2,120,424
Net Assets / Fund Balance
Total Net Assets Fund Balance$256,730,690$268,908,038▲ $12,177,348
Total Liabilities and Net Assets / Fund Balance$267,112,960$281,410,732▲ $14,297,772

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$198,089,247$2,717,152▲ $1,927,850$10,336,653$189,993,354
2013$176,158,641$3,164,551▲ $28,931,113$7,774,923$198,089,247
2012$163,455,802$2,125,537▲ $18,371,869$5,540,006$176,158,641
2011$168,361,036$1,879,481▼ $1,791,712$2,201,769$163,455,802
2010$142,050,888$3,048,566▲ $31,112,310$6,055,647$168,361,036
Compensation and Service Providers

Employees

NameTitleOtherTotal
Matt RitterDirector$129,317$129,317

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Kaspick & CompanyInvestment Advisor203 REDWOOD SHORES PARKWAY SUITE 3, Redwood Shores, CA 94065$509,696
Cal Poly CorporationAdministrative Services1 GRAND AVE BLDG 15, San Luis Obispo, CA 93407$156,857
Revenue and Support

Revenue Composition

Contributions and Grants
$40,028,373
Program Service Revenue
$0
Investment Income
$15,016,664
Other Revenue
$5,514
All Other Contributions
$39,396,735
Change in Net Assets
$25,183,591

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded33$19,482,486Fair Market Value
Total Noncash Contributions33$19,482,486-

Audited Revenue Reconciliation

Revenue per Audited Statements
$54,460,551
Revenue Not Reported on Financial Statements
$590,000
Revenue Not Reported on Form 990
$-13,006,243
Total Revenue per Audited Statements
$41,454,308
Total Revenue per Form 990
$55,050,551
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$15,990,725
Grants and Similar Amounts Paid$13,876,235
Total Fundraising Expense$3,423,921
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$13,876,235--$13,876,235
Fees for Services Other-$576,722$2,667,123$3,243,845
Fees for Service Investment Mgmnt Fees$623,461--$623,461
Other Expenses$438,266$442,311-$438,266
Office Expenses-$56,992$321,465$378,457
Travel-$11,773$157,115$168,888
Fees for Services Management-$163,061-$163,061
Conferences and Meetings-$30,180$128,245$158,425
Fees for Services Legal-$33,297$80,500$113,797
All Other Expenses-$40,353$67,524$107,877
Fees for Services Accounting-$69,496-$69,496
Insurance-$6,935$1,949$8,884
Total Functional Expenses$25,011,919$1,431,120$3,423,921$29,866,960

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$29,866,960
Expenses per Audited Statements$29,276,960
Total Expenses per Audited Statements$29,276,960
Expenses Not Reported on Financial Statements$590,000
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
California Polytechnic State UniversitySan Luis Obispo, CA115Support of the University$9,037,623
Cal Poly CorporationSan Luis Obispo, CA501(c)(3)Contributions to Cal Poly Corporation in Support of the University$2,684,578
California Polytechnic State UniversitySan Luis Obispo, CA115Scholarships for Students as Determined by the University$2,123,551
Oregon State UniversityCorvallis, OR115Scholarships for Cpsu Alumni, as Determined by the University$10,000
University of California DavisWest Sacramento, CA115Scholarships for Cpsu Alumni, as Determined by the University$10,000
University of OregonEugene, OR115Scholarships for Cpsu Alumni, as Determined by the University$10,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Split Interest Trust Liabilities$7,701,462
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

The foundation has delegated california polytechnic state university authority to act as its agent in a full range of accounting, administrative, processing, cash management, reporting and service functions under an administrative services agreement.

Form 990, Part VI, Section A, Line 7A

The university president may appoint voting and non-voting ex officio directors by virtue of office held with the university and must approve all directors.

Form 990, Part VI, Section A, Line 7B

Certain decisions, including changes to the governing body and organizational documents, are subject to review and approval of the university president.

Form 990, Part VI, Section B, Line 11

The audit committee will review and approve form 990. The final version is subsequently distributed to the board prior to filing.

Form 990, Part VI, Section B, Line 12C

In addition to reviewing annually, the board members disclose conflicts of interest during the year as they arise. The board addresses conflicts of interest immediately upon disclosure.

Form 990, Part VI, Section B, Line 15A

The foundation does not compensate any officers, directors or key employees. The university, a related party, independently determines compensation for officers and directors for work performed as an employee of, and on behalf of, the university.

Form 990, Part VI, Section C, Line 19

Governing documents and policies are made available to the public upon request and are available for public inspection in the office of the chief executive officer.

Filing and Contact Details

Filer

Filer Name
California Polytechnic State University Foundation
EIN
20-4927897
Phone
8057565421
Address
ONE GRAND AVENUE HERON HALL NO 103, SAN LUIS OBISPO, CA 93407-0443

Signing Officer

Name
Grant Trexler
Title
Treasurer
Phone
8057565421
Signed
2016-02-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Grant Trexler
Formed
2006
Legal Domicile
CA
Voting Board Members
29
Independent Board Members
26
Employees
0
Volunteers
30

Preparer

Firm
Glenn Burdette
Address
1150 PALM STREET, SAN LUIS OBISPO, CA 93401
Preparer
Mical W Bovee CPA
Phone
8055441441
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Other: program service expenses 0. Management and general expenses 576,722. Fundraising expenses 2,667,123. Total expenses 3,243,845.

FORM 990, PART XI, LINE 9:

Net change in value of split interest agreements 127,693.

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Net change in value of split interest agreements 127,693.

Raw XML AppendixShowing 400 of 918 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.

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IRS990/ActivityOrMissionDesc0THE 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.
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd29X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd30X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd31X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1107334
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt948754
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt240
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt250
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2640359
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt270
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt280
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt290
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt300
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt310
IRS990/Form990PartVIISectionAGrp/PersonNm0DEBBIE READ PART YEAR
IRS990/Form990PartVIISectionAGrp/PersonNm1JEFFREY ARMSTRONG
IRS990/Form990PartVIISectionAGrp/PersonNm2WILLIAM SWANSON
IRS990/Form990PartVIISectionAGrp/PersonNm3PETER OPPENHEIMER
IRS990/Form990PartVIISectionAGrp/PersonNm4JOHN RONCA
IRS990/Form990PartVIISectionAGrp/PersonNm5GRANT TREXLER
IRS990/Form990PartVIISectionAGrp/PersonNm6MIKE ABBOTT
IRS990/Form990PartVIISectionAGrp/PersonNm7MICHAEL APPLEGATE
IRS990/Form990PartVIISectionAGrp/PersonNm8DOUGLAS AUSTIN
IRS990/Form990PartVIISectionAGrp/PersonNm9PHILIP BAILEY
IRS990/Form990PartVIISectionAGrp/PersonNm10STEPHEN BARNARD
IRS990/Form990PartVIISectionAGrp/PersonNm11RICHARD BERGQUIST
IRS990/Form990PartVIISectionAGrp/PersonNm12PAUL BONDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm13RICHARD BRADSHAW
IRS990/Form990PartVIISectionAGrp/PersonNm14MARY CREBASSA
IRS990/Form990PartVIISectionAGrp/PersonNm15GARY DILLABOUGH
IRS990/Form990PartVIISectionAGrp/PersonNm16RICHARD DOERR
IRS990/Form990PartVIISectionAGrp/PersonNm17CHARLES HARRINGTON
IRS990/Form990PartVIISectionAGrp/PersonNm18MARK HARRIS
IRS990/Form990PartVIISectionAGrp/PersonNm19RICHARD JACOBSEN
IRS990/Form990PartVIISectionAGrp/PersonNm20JOHN LAKE
IRS990/Form990PartVIISectionAGrp/PersonNm21JERRY LOHR
IRS990/Form990PartVIISectionAGrp/PersonNm22MIKE MANTLE
IRS990/Form990PartVIISectionAGrp/PersonNm23JOE MONETT
IRS990/Form990PartVIISectionAGrp/PersonNm24ALFRED MONTNA
IRS990/Form990PartVIISectionAGrp/PersonNm25LAURA PICKERING
IRS990/Form990PartVIISectionAGrp/PersonNm26MATT RITTER
IRS990/Form990PartVIISectionAGrp/PersonNm27JOHN SALMONSON
IRS990/Form990PartVIISectionAGrp/PersonNm28GEORGE SOARES PART YEAR
IRS990/Form990PartVIISectionAGrp/PersonNm29KENRIC STONE
IRS990/Form990PartVIISectionAGrp/PersonNm30BOB TAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm31BOB WACKER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt310
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0321181
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1366752
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt5143893
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2688958
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt310
IRS990/Form990PartVIISectionAGrp/TitleTxt0CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1UNIVERSITY PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER, NONVOTING
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt27DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt28DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt29DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt30DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt31DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02006
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt05262904
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt029
IRS990/GrantAmt013876235
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt013876235
IRS990/GrantsToDomesticOrgsGrp/TotalAmt013876235
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt059046597
IRS990/GrossReceiptsAmt0108834244
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt026
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/FundraisingAmt01949
IRS990/InsuranceGrp/ManagementAndGeneralAmt06935
IRS990/InsuranceGrp/TotalAmt08884
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0402721
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0402721
IRS990/InvestmentIncomeGrp/ExclusionAmt09753760
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt09753760
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt09164940
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt03512691
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0208241339
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IRS990/IRPDocumentCnt074
IRS990/IRPDocumentW2GCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt053783693
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO 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/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0256730690
IRS990/NetAssetsOrFundBalancesEOYAmt0268908038
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt05262904
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt05262904
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-13133936
IRS990/NoncashContributionsAmt019482486
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt0321465
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt056992
IRS990/OfficeExpensesGrp/TotalAmt0378457
IRS990/OfficerMailingAddressInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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
Peer Organizations

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