Civic Intelligence

California Polytechnic State University Foundation

990 • Fiscal year 2019 • EIN 20-4927897

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 15, 2019

One Grand Avenue Bldg 117 No 208San Luis Obispo, CA 93407-0443

(805) 756-5864

Siviq Scores

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

Liabilities / Assets

8th percentile

0.02x

Higher debt load relative to assets than 8% of similar nonprofits.

2019 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2019

Liabilities / Revenue

17th percentile

0.17x

Higher debt load relative to revenue than 17% of similar nonprofits.

2019 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2019

Net Margin

83rd percentile

20%

Higher net margin than 83% of similar nonprofits.

2019 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2019

Top Officer Pay

32nd percentile

$571,566

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2019 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2019

Asset Growth

38th percentile

2.3%

Faster asset growth than 38% of similar nonprofits.

2019 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2018 to 2019

Revenue Growth

6th percentile

-24%

Faster revenue growth than 6% of similar nonprofits.

2019 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2018 to 2019

Assets

Up

$377,483,082

Up $8,491,443 (+2.3%) from 2018

Net Assets

Up

$370,167,908

Up $10,071,594 (+2.8%) from 2018

Liabilities

Down

$7,315,174

Down $1,580,151 (-18%) from 2018

Revenue

Down

$44,057,764

Down $13,785,751 (-24%) from 2018

Expenses

Down

$35,353,848

Down $9,012,684 (-20%) from 2018

Net Income

Down

$8,703,916

Down $4,773,067 (-35%) from 2018

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

2019

Assets$377,483,082
Liabilities$7,315,174
Net Assets$370,167,908

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

2019

Revenue$44,057,764
Expenses$35,353,848
Net Income$8,703,916
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$60,544,317
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$360,096,314$370,167,908▲ $10,071,594
Investments in Publicly Traded Securities$253,423,889$259,319,695▲ $5,895,806
Pledges and Grants Receivable$67,038,196$65,976,334▼ $1,061,862
Savings and Temporary Cash Investments$45,027,044$49,678,681▲ $4,651,637
Investments Other Securities$2,175,338$1,713,457▼ $461,881
Other Notes and Loans Receivable, Net$638,000$323,000▼ $315,000
Accounts Receivable$372,334$256,808▼ $115,526
Inventories for Sale or Use$198,734$198,734→ $0
Prepaid Expenses and Deferred Charges$18,104$16,373▼ $1,731
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$368,991,639$377,483,082▲ $8,491,443
Other Assets Total$100,000$0▼ $100,000
Liabilities
Other Liabilities$7,265,189$6,964,468▼ $300,721
Deferred Revenue$262,847$253,599▼ $9,248
Accounts Payable and Accrued Expenses$1,367,289$97,107▼ $1,270,182
Total Liabilities$8,895,325$7,315,174▼ $1,580,151
Net Assets / Fund Balance
Total Net Assets Fund Balance$360,096,314$370,167,908▲ $10,071,594
Total Liabilities and Net Assets / Fund Balance$368,991,639$377,483,082▲ $8,491,443

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$218,369,931$6,269,071▲ $12,245,113$-8,766,609$225,512,271
2017$207,630,854$7,720,388▲ $15,205,746$-9,629,378$218,369,931
2016$188,432,286$6,267,682▲ $24,040,543$-8,613,918$207,630,854
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
Compensation and Service Providers

Employees

NameTitleOtherTotal
Philip S Bailey JrDirector$58,406$58,406

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Kaspick & CompanyInvestment Advisor203 REDWOOD SHORES PARKWAY SUITE 3, Redwood Shores, CA 94065$530,937
Revenue and Support

Revenue Composition

Contributions and Grants
$30,585,476
Program Service Revenue
$0
Investment Income
$13,472,288
Other Revenue
$0
All Other Contributions
$30,585,476
Change in Net Assets
$8,703,916

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 Table41$14,036,392Estimated Fair Value
Securities Publicly Traded37$2,392,991Fair Market Value
Total Noncash Contributions78$16,429,383-

Audited Revenue Reconciliation

Revenue per Audited Statements
$43,526,827
Revenue Not Reported on Financial Statements
$530,937
Revenue Not Reported on Form 990
$956,193
Total Revenue per Audited Statements
$44,483,020
Total Revenue per Form 990
$44,057,764
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$17,730,591
Other Expenses$17,623,257
Total Fundraising Expense$3,042,383
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$17,730,591--$17,730,591
Other Expenses$6,801,502$442,311$2,511,137$7,243,813
Fees for Service Investment Mgmnt Fees$530,937$24,802-$555,739
Office Expenses-$27,503$267,931$295,434
Advertising--$224,250$224,250
Fees for Services Accounting-$65,449-$65,449
Conferences and Meetings-$62,866-$62,866
All Other Expenses--$39,065$39,065
Fees for Services Other-$32,969-$32,969
Fees for Services Legal-$30,985-$30,985
Fees for Services Management-$14,287-$14,287
Insurance-$8,481-$8,481
Travel-$5,409-$5,409
Total Functional Expenses$31,032,838$1,278,627$3,042,383$35,353,848

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$35,353,848
Expenses per Audited Statements$34,822,911
Total Expenses per Audited Statements$34,622,963
Expenses Not Reported on Financial Statements$530,937
Expenses Not Reported on Form 990$-199,948
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
California Polytechnic State UniversitySan Luis Obispo, CA115Support of the University$13,315,514
Cal Poly CorporationSan Luis Obispo, CA501(c)(3)Contributions to Cal Poly Corporation in Support of the University$2,266,842
California Polytechnic State UniversitySan Luis Obispo, CA115Scholarships for Students as Determined by the University$2,148,235
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$6,964,468
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 11B

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
EIN
20-4927897
Phone
8057565864
Address
ONE GRAND AVENUE BLDG 117 NO 208, SAN LUIS OBISPO, CA 93407-0443

Signing Officer

Name
Marc Benadiba
Title
Treasurer
Phone
8057565864
Signed
2019-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marc Benadiba
Formed
2006
Legal Domicile
CA
Voting Board Members
33
Independent Board Members
27
Employees
0
Volunteers
28

Preparer

Firm
Caliber Audit & Attest Llp
Address
805 AEROVISTA PLACE SUITE 103, SAN LUIS OBISPO, CA 93401
Preparer
Kim Spiller CPA
Phone
8058880200
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Change in deferred inflows - split interests -30,367.

Form 990, Part XII, Line 2C

The oversight process of the audit has not changed.

Financial Statement Notes

PART X, LINE 2:

Income tax status: the foundation is exempt from federal and state corporate income taxes under internal revenue code section 501(c)(3) and california revenue and taxation code section 23701(d). In addition, the foundation has been determined to be a public charity under irc section 170(b)(l)(a) that is eligible to receive deductible charitable contributions. However, the foundation remains subject to taxes on any net income that is derived from a trade or business, regularly carried on, and unrelated to its exempt purpose. No income taxes have been recorded in the accompanying financial statements since management believes the foundation has no taxable unrelated business income.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Net change in value of split interest agreements - unrealized -199,948. Net change in deferred inflows - unrealized -241,904.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Net change in value of split interest agreements - unrealized -199,948.

Raw XML AppendixShowing 400 of 935 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/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1458012
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt240
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2757922
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt28100573
IRS990/Form990PartVIISectionAGrp/PersonNm0JEFFREY D ARMSTRONG
IRS990/Form990PartVIISectionAGrp/PersonNm1WILLIAM H SWANSON
IRS990/Form990PartVIISectionAGrp/PersonNm2CHARLES L HARRINGTON
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN A RONCA JR
IRS990/Form990PartVIISectionAGrp/PersonNm4MICHAEL J APPLEGATE
IRS990/Form990PartVIISectionAGrp/PersonNm5PHILIP S BAILEY JR
IRS990/Form990PartVIISectionAGrp/PersonNm6STEPHEN J BARNARD
IRS990/Form990PartVIISectionAGrp/PersonNm7PAUL R BONDERSON JR
IRS990/Form990PartVIISectionAGrp/PersonNm8RICHARD J BRADSHAW
IRS990/Form990PartVIISectionAGrp/PersonNm9HILARY DECESARE
IRS990/Form990PartVIISectionAGrp/PersonNm10BASIA GILLESPIE
IRS990/Form990PartVIISectionAGrp/PersonNm11MARK HARRIS
IRS990/Form990PartVIISectionAGrp/PersonNm12RICHARD C JACOBSEN JR
IRS990/Form990PartVIISectionAGrp/PersonNm13JERRY LOHR
IRS990/Form990PartVIISectionAGrp/PersonNm14JOSH MACHAMER
IRS990/Form990PartVIISectionAGrp/PersonNm15SAIRA MALIK
IRS990/Form990PartVIISectionAGrp/PersonNm16JON MONETT
IRS990/Form990PartVIISectionAGrp/PersonNm17LAURA M PICKERING
IRS990/Form990PartVIISectionAGrp/PersonNm18JOHN F SALMONSON
IRS990/Form990PartVIISectionAGrp/PersonNm19KENRIC B STONE
IRS990/Form990PartVIISectionAGrp/PersonNm20ROBERT C TAYLOR JR
IRS990/Form990PartVIISectionAGrp/PersonNm21STAN VAN VLECK
IRS990/Form990PartVIISectionAGrp/PersonNm22ROBERT E WACKER
IRS990/Form990PartVIISectionAGrp/PersonNm23CYNTHIA VIZCAINO VILLA
IRS990/Form990PartVIISectionAGrp/PersonNm24ROB MOORE
IRS990/Form990PartVIISectionAGrp/PersonNm25MATTHEW N EWING
IRS990/Form990PartVIISectionAGrp/PersonNm26MARC BENADIBA
IRS990/Form990PartVIISectionAGrp/PersonNm27MATT RITTER
IRS990/Form990PartVIISectionAGrp/PersonNm28KATHLEEN ENZ FINKEN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
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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
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt558316
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt14119760
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt23287034
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt25181889
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt26154806
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt27119134
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt28290562
IRS990/Form990PartVIISectionAGrp/TitleTxt0UNIVERSITY PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
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/TitleTxt25CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt26TREASURER, NONVOTING
IRS990/Form990PartVIISectionAGrp/TitleTxt27DIRECTOR - FORMER
IRS990/Form990PartVIISectionAGrp/TitleTxt28DIRECTOR - FORMER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02006
IRS990/FormerOfcrEmployeesListedInd01
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt06081277
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt033
IRS990/GrantAmt017730591
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt017730591
IRS990/GrantsToDomesticOrgsGrp/TotalAmt017730591
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt022567830
IRS990/GrossReceiptsAmt060544317
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt027
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt08481
IRS990/InsuranceGrp/TotalAmt08481
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0198734
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0198734
IRS990/InvestmentIncomeGrp/ExclusionAmt07391011
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt07391011
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02175338
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01713457
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0253423889
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0259319695
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt016486553
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/NetAssetsOrFundBalancesBOYAmt0360096314
IRS990/NetAssetsOrFundBalancesEOYAmt0370167908
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt06081277
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt06081277
IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/NoncashContributionsAmt017063619
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt0267931
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt027503
IRS990/OfficeExpensesGrp/TotalAmt0295434
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0100000
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt0-30367
IRS990/OtherExpensesGrp/Desc0PUBLIC & INSTITUTIONAL
IRS990/OtherExpensesGrp/Desc1ACADEMIC SUPPORT
IRS990/OtherExpensesGrp/FundraisingAmt02511137
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0563565
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1442311
IRS990/OtherExpensesGrp/ProgramServicesAmt05969808
IRS990/OtherExpensesGrp/ProgramServicesAmt16801502
IRS990/OtherExpensesGrp/TotalAmt09044510
IRS990/OtherExpensesGrp/TotalAmt17243813
IRS990/OtherLiabilitiesGrp/BOYAmt07265189
IRS990/OtherLiabilitiesGrp/EOYAmt06964468
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0638000
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0323000
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt067038196
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt065976334
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt018104
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt016373
IRS990/PrincipalOfficerNm0MARC BENADIBA
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0MANAGEMENT AND INVESTMENT OF CAMPUS PROGRAM FUNDS AND ENDOWMENT FUNDS, THE EARNINGS ON WHICH ARE RESTRICTED FOR THE BENEFIT OF THE UNIVERSITY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0530937
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt047815107
IRS990/PYExcessBenefitTransInd00

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