Civic Intelligence

California Polytechnic State University Foundation

990 • Fiscal year 2016 • EIN 20-4927897

Jul 01, 2015 to Jun 30, 2016 • Filed on Feb 09, 2017

One Grand Avenue Bldg 117 No 110San 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.

2016 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2016

Liabilities / Revenue

22nd percentile

0.25x

Higher debt load relative to revenue than 22% of similar nonprofits.

2016 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2016

Net Margin

94th percentile

41%

Higher net margin than 94% of similar nonprofits.

2016 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2016

Top Officer Pay

25th percentile

$488,530

Higher top officer pay than 25% of similar nonprofits.

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

2016 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2016

Asset Growth

71st percentile

6.5%

Faster asset growth than 71% of similar nonprofits.

2016 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2015 to 2016

Revenue Growth

26th percentile

-4.3%

Faster revenue growth than 26% of similar nonprofits.

2016 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2015 to 2016

Assets

Up

$299,791,929

Up $18,381,197 (+6.5%) from 2015

Net Assets

Up

$286,408,106

Up $17,500,068 (+6.5%) from 2015

Liabilities

Up

$13,383,823

Up $881,129 (+7.0%) from 2015

Revenue

Down

$52,695,621

Down $2,354,930 (-4.3%) from 2015

Expenses

Up

$31,206,516

Up $1,339,556 (+4.5%) from 2015

Net Income

Down

$21,489,105

Down $3,694,486 (-15%) from 2015

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

2016

Assets$299,791,929
Liabilities$13,383,823
Net Assets$286,408,106

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

2016

Revenue$52,695,621
Expenses$31,206,516
Net Income$21,489,105
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Feb 9, 2017
Return Version
2015v3.0
Gross Receipts
$100,963,313
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$268,908,038$286,408,106▲ $17,500,068
Investments in Publicly Traded Securities$226,640,024$228,014,552▲ $1,374,528
Savings and Temporary Cash Investments$33,040,765$35,852,278▲ $2,811,513
Pledges and Grants Receivable$16,080,880$30,946,813▲ $14,865,933
Investments Other Securities$3,512,691$3,079,019▼ $433,672
Other Notes and Loans Receivable, Net$638,000$638,000→ $0
Inventories for Sale or Use$402,721$402,721→ $0
Accounts Receivable$293,613$345,476▲ $51,863
Prepaid Expenses and Deferred Charges$49,581$48,761▼ $820
Cash and Non-Interest-Bearing Accounts$532,668$14,853▼ $517,815
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$281,410,732$299,791,929▲ $18,381,197
Other Assets Total$219,789$449,456▲ $229,667
Liabilities
Other Liabilities$7,701,462$7,182,238▼ $519,224
Accounts Payable and Accrued Expenses$4,298,732$5,682,985▲ $1,384,253
Deferred Revenue$502,500$518,600▲ $16,100
Total Liabilities$12,502,694$13,383,823▲ $881,129
Net Assets / Fund Balance
Total Net Assets Fund Balance$268,908,038$286,408,106▲ $17,500,068
Total Liabilities and Net Assets / Fund Balance$281,410,732$299,791,929▲ $18,381,197

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$189,993,354$9,942,438▼ $643,680$8,338,499$188,432,286
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
Compensation and Service Providers

Employees

NameTitleOtherTotal
Matt RitterDirector$134,172$134,172

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Kaspick & CompanyInvestment Advisor203 REDWOOD SHORES PARKWAY SUITE 3, Redwood Shores, CA 94065$481,878
Revenue and Support

Revenue Composition

Contributions and Grants
$48,475,103
Program Service Revenue
$0
Investment Income
$4,220,518
Other Revenue
$0
All Other Contributions
$47,758,853
Change in Net Assets
$21,489,105

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
Other Non Cash Contri Table37$24,692,936Estimated Fair Value
Securities Publicly Traded41$1,470,521Fair Market Value
Total Noncash Contributions78$26,163,457-

Audited Revenue Reconciliation

Revenue per Audited Statements
$52,043,888
Revenue Not Reported on Financial Statements
$651,733
Revenue Not Reported on Form 990
$-3,989,037
Total Revenue per Audited Statements
$48,054,851
Total Revenue per Form 990
$52,695,621
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$18,318,305
Other Expenses$12,888,211
Total Fundraising Expense$4,567,937
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$18,318,305--$18,318,305
Fees for Services Other-$108,323$1,580,943$1,689,266
Other Expenses$860,205$442,311$2,363,713$1,302,516
Fees for Service Investment Mgmnt Fees$651,733$24,202-$675,935
Office Expenses-$17,400$361,330$378,730
Advertising--$200,000$200,000
Fees for Services Accounting-$65,724-$65,724
Conferences and Meetings-$52,872$50$52,922
All Other Expenses-$355$49,913$50,268
Fees for Services Legal-$31,718$9,637$41,355
Fees for Services Management-$40,550-$40,550
Travel-$7,178$2,351$9,529
Insurance-$7,027-$7,027
Total Functional Expenses$25,380,655$1,257,924$4,567,937$31,206,516

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$31,206,516
Expenses per Audited Statements$30,554,783
Total Expenses per Audited Statements$30,554,783
Expenses Not Reported on Financial Statements$651,733
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
California Polytechnic State UniversitySan Luis Obispo, CA115Support of the University$13,882,467
Cal Poly CorporationSan Luis Obispo, CA501(c)(3)Contributions to Cal Poly Corporation in Support of the University$2,339,413
California Polytechnic State UniversitySan Luis Obispo, CA115Scholarships for Students as Determined by the University$1,920,491
San Luis Obispo Community FoundationSan Luis Obispo, CA501(c)(3)Distribution of Funds to Co-beneficiary$109,154
Cuesta College FoundationSan Luis Obispo, CA501(c)(3)Distribution of Funds to Co-beneficiary$46,780
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
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$7,182,238
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 treasurer.

Filing and Contact Details

Filer

Filer Name
California Polytechnic State University
EIN
20-4927897
Phone
8057565421
Address
ONE GRAND AVENUE BLDG 117 NO 110, SAN LUIS OBISPO, CA 93407-0443

Signing Officer

Name
Grant Trexler
Title
Treasurer
Phone
8057565421
Signed
2017-02-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Grant Trexler
Formed
2006
Legal Domicile
CA
Voting Board Members
31
Independent Board Members
25
Employees
0
Volunteers
30

Preparer

Firm
Caliber Audit & Attest Llp
Address
265 SOUTH STREET SUITE A, SAN LUIS OBISPO, CA 93401
Preparer
Kim Spiller CPA
Phone
8058880200
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Net change in value of split interest agreements 110,582.

Form 990, Part XII, Line 2C

The oversight process of the audit has not changed.

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Net change in value of split interest agreements 110,582.

Raw XML AppendixShowing 400 of 940 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/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt454929
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt854580
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
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/OtherCompensationAmt2643878
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt270
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt280
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt290
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt300
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3186804
IRS990/Form990PartVIISectionAGrp/PersonNm0JEFFREY ARMSTRONG
IRS990/Form990PartVIISectionAGrp/PersonNm1WILLIAM SWANSON
IRS990/Form990PartVIISectionAGrp/PersonNm2PETER OPPENHEIMER
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN RONCA
IRS990/Form990PartVIISectionAGrp/PersonNm4GRANT TREXLER
IRS990/Form990PartVIISectionAGrp/PersonNm5MIKE ABBOTT
IRS990/Form990PartVIISectionAGrp/PersonNm6MICHAEL J APPLEGATE
IRS990/Form990PartVIISectionAGrp/PersonNm7DOUGLAS H AUSTIN
IRS990/Form990PartVIISectionAGrp/PersonNm8PHILIP S BAILEY JR
IRS990/Form990PartVIISectionAGrp/PersonNm9STEPHEN J BARNARD
IRS990/Form990PartVIISectionAGrp/PersonNm10RICHARD A BERGQUIST
IRS990/Form990PartVIISectionAGrp/PersonNm11PAUL R BONDERSON JR
IRS990/Form990PartVIISectionAGrp/PersonNm12RICHARD J BRADSHAW
IRS990/Form990PartVIISectionAGrp/PersonNm13MARY R CREBASSA
IRS990/Form990PartVIISectionAGrp/PersonNm14GARY D DILLABOUGH
IRS990/Form990PartVIISectionAGrp/PersonNm15RICHARD A DOERR
IRS990/Form990PartVIISectionAGrp/PersonNm16CHARLES L HARRINGTON
IRS990/Form990PartVIISectionAGrp/PersonNm17MARK HARRIS
IRS990/Form990PartVIISectionAGrp/PersonNm18RICHARD C JACOBSEN JR
IRS990/Form990PartVIISectionAGrp/PersonNm19JOHN W LAKE
IRS990/Form990PartVIISectionAGrp/PersonNm20CAMILLE LETHCOE
IRS990/Form990PartVIISectionAGrp/PersonNm21JERRY LOHR
IRS990/Form990PartVIISectionAGrp/PersonNm22MIKE MANTLE
IRS990/Form990PartVIISectionAGrp/PersonNm23JON MONETT
IRS990/Form990PartVIISectionAGrp/PersonNm24ALFRED G MONTNA
IRS990/Form990PartVIISectionAGrp/PersonNm25LAURA M PICKERING
IRS990/Form990PartVIISectionAGrp/PersonNm26MATT RITTER
IRS990/Form990PartVIISectionAGrp/PersonNm27JOHN F SALMONSON
IRS990/Form990PartVIISectionAGrp/PersonNm28KENRIC B STONE
IRS990/Form990PartVIISectionAGrp/PersonNm29ROBERT C TAYLOR JR
IRS990/Form990PartVIISectionAGrp/PersonNm30ROBERT E WACKER
IRS990/Form990PartVIISectionAGrp/PersonNm31DEBBIE READ
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
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/ReportableCompFromRltdOrgAmt0376662
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4149172
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt8215769
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
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/ReportableCompFromRltdOrgAmt2690294
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt31275699
IRS990/Form990PartVIISectionAGrp/TitleTxt0UNIVERSITY PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER, NONVOTING
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
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/TitleTxt31CEO - FORMER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02006
IRS990/FormerOfcrEmployeesListedInd01
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-3466038
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt031
IRS990/GrantAmt018318305
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt018318305
IRS990/GrantsToDomesticOrgsGrp/TotalAmt018318305
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt044801654
IRS990/GrossReceiptsAmt0100963313
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt025
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt07027
IRS990/InsuranceGrp/TotalAmt07027
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0402721
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0402721
IRS990/InvestmentIncomeGrp/ExclusionAmt07686556
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07686556
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt03512691
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt03079019
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0226640024
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0228014552
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt048267692
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/NetAssetsOrFundBalancesBOYAmt0268908038
IRS990/NetAssetsOrFundBalancesEOYAmt0286408106
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-3466038
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-3466038
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-4099619
IRS990/NoncashContributionsAmt025927722
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt0361330
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt017400
IRS990/OfficeExpensesGrp/TotalAmt0378730
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0219789
IRS990/OtherAssetsTotalGrp/EOYAmt0449456

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