Civic Intelligence

California Polytechnic State University Foundation

990 • Fiscal year 2022 • EIN 20-4927897

Jul 01, 2021 to Jun 30, 2022 • Filed on May 04, 2023

One Grand Avenue Bldg 117 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

14th percentile

0.04x

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

2022 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2022

Liabilities / Revenue

26th percentile

0.25x

Higher debt load relative to revenue than 26% of similar nonprofits.

2022 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2022

Net Margin

44th percentile

2.7%

Higher net margin than 44% of similar nonprofits.

2022 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2022

Top Officer Pay

35th percentile

$564,852

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2022 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2022

Asset Growth

20th percentile

-11%

Faster asset growth than 20% of similar nonprofits.

2022 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2021 to 2022

Revenue Growth

88th percentile

33%

Faster revenue growth than 88% of similar nonprofits.

2022 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2021 to 2022

Assets

Down

$387,833,874

Down $46,361,447 (-11%) from 2021

Net Assets

Down

$373,184,932

Down $44,450,755 (-11%) from 2021

Liabilities

Down

$14,648,942

Down $1,910,692 (-12%) from 2021

Revenue

Up

$59,131,933

Up $14,792,151 (+33%) from 2021

Expenses

Up

$57,544,624

Up $17,219,426 (+43%) from 2021

Net Income

Down

$1,587,309

Down $2,427,275 (-60%) from 2021

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

2022

Assets$387,833,874
Liabilities$14,648,942
Net Assets$373,184,932

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

2022

Revenue$59,131,933
Expenses$57,544,624
Net Income$1,587,309
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 4, 2023
Return Version
2021v4.2
Gross Receipts
$121,745,511
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$417,635,687$373,184,932▼ $44,450,755
Investments in Publicly Traded Securities$358,199,218$308,779,692▼ $49,419,526
Savings and Temporary Cash Investments$31,355,129$38,681,232▲ $7,326,103
Pledges and Grants Receivable$42,676,207$37,524,600▼ $5,151,607
Investments Other Securities$1,238,465$1,016,890▼ $221,575
Other Notes and Loans Receivable, Net$323,000$323,000→ $0
Inventories for Sale or Use$198,735$198,735→ $0
Accounts Receivable$102,589$88,312▼ $14,277
Prepaid Expenses and Deferred Charges$23,136$25,016▲ $1,880
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$434,195,321$387,833,874▼ $46,361,447
Other Assets Total$78,842$1,196,397▲ $1,117,555
Liabilities
Other Liabilities$16,137,089$13,704,250▼ $2,432,839
Accounts Payable and Accrued Expenses$328,175$846,569▲ $518,394
Deferred Revenue$94,370$98,123▲ $3,753
Total Liabilities$16,559,634$14,648,942▼ $1,910,692
Net Assets / Fund Balance
Total Net Assets Fund Balance$417,635,687$373,184,932▼ $44,450,755
Total Liabilities and Net Assets / Fund Balance$434,195,321$387,833,874▼ $46,361,447

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$284,357,551$7,519,886▼ $37,245,427$-8,503,744$240,664,580
2020$223,790,671$7,315,696▲ $66,889,832$-10,499,364$284,357,551
2019$225,512,271$7,450,208▲ $2,859,816$-7,531,353$223,790,671
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
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Philip S Bailey JrDirector-$61,771$61,771
Zachary SmithCEO (initial Year)PT$5,714$5,714

Highest Paid Contractors

ContractorServicesLocationCompensation
Kaspick & CompanyInvestment Advisor203 REDWOOD SHORES PARKWAY SUITE 3, Redwood Shores, CA 94065$526,655
Revenue and Support

Revenue Composition

Contributions and Grants
$51,101,900
Program Service Revenue
$0
Investment Income
$8,027,276
Other Revenue
$2,757
All Other Contributions
$51,101,900
Change in Net Assets
$1,587,309

Noncash Contribution Practices

Property subject to holding requirements
Yes
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded45$16,559,490Fair Market Value
Real Estate Residential1$1,100,000Fair Market Value
Total Noncash Contributions46$17,659,490-

Audited Revenue Reconciliation

Revenue per Audited Statements
$58,605,278
Revenue Not Reported on Financial Statements
$526,655
Revenue Not Reported on Form 990
$-45,910,693
Total Revenue per Audited Statements
$12,694,585
Total Revenue per Form 990
$59,131,933
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$31,716,670
Grants and Similar Amounts Paid$25,827,954
Total Fundraising Expense$3,001,127
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$25,827,954--$25,827,954
Other Expenses$101,509$587,844$2,688,665$3,378,018
Fees for Service Investment Mgmnt Fees$543,113--$543,113
Office Expenses-$21,680$189,044$210,724
Advertising--$123,418$123,418
Fees for Services Legal-$63,942-$63,942
Fees for Services Accounting-$58,117-$58,117
Fees for Services Other-$36,321-$36,321
Conferences and Meetings-$14,224-$14,224
Fees for Services Management-$13,839-$13,839
Insurance-$8,919-$8,919
Total Functional Expenses$53,296,300$1,247,197$3,001,127$57,544,624

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$57,544,624
Total Expenses per Audited Statements$57,145,340
Expenses per Audited Statements$57,017,969
Expenses Not Reported on Financial Statements$526,655
Expenses Not Reported on Form 990$127,371
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
California Polytechnic State UniversitySan Luis Obispo, CA115Support of the University$16,998,387
California Polytechnic State UniversitySan Luis Obispo, CA115Scholarships for Students as Determined by the University$4,937,031
Cal Poly CorporationSan Luis Obispo, CA501(c)(3)Contributions to Cal Poly Corporation in Support of the University$3,858,643
Associated Students IncSan Luis Obispo, CA501(c)(3)Contributions to Associated Students, Inc. in Support of the University$33,893
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$7,855,252
Split Interest Trust - Deferred Inflows$5,848,998
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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 117 208, SAN LUIS OBISPO, CA 93407-0443

Signing Officer

Name
Marc Benadiba
Title
Treasurer
Phone
8057565864
Signed
2023-05-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marc Benadiba
Formed
2006
Legal Domicile
CA
Voting Board Members
30
Independent Board Members
23
Employees
0
Volunteers
23

Preparer

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

Additional Explanations

FORM 990, PART XI, LINE 9:

Loss on uncollectible pledges -127,371.

Form 990, Part XII, Line 2C

The oversight process of the audit has not changed.

Financial Statement Notes

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Loss on uncollectible pledges 127,371.

Raw XML AppendixShowing 400 of 912 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/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1655151
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1864634
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt240
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt250
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt260
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2755466
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt280
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt290
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IRS990/Form990PartVIISectionAGrp/PersonNm1JEFFREY D ARMSTRONG
IRS990/Form990PartVIISectionAGrp/PersonNm2WILLIAM H SWANSON
IRS990/Form990PartVIISectionAGrp/PersonNm3CHARLES L HARRINGTON
IRS990/Form990PartVIISectionAGrp/PersonNm4JOHN RONCA
IRS990/Form990PartVIISectionAGrp/PersonNm5MARC BENADIBA
IRS990/Form990PartVIISectionAGrp/PersonNm6MICHAEL ABBOTT
IRS990/Form990PartVIISectionAGrp/PersonNm7MICHAEL J APPLEGATE
IRS990/Form990PartVIISectionAGrp/PersonNm8PHILIP S BAILEY JR
IRS990/Form990PartVIISectionAGrp/PersonNm9STEPHEN J BARNARD
IRS990/Form990PartVIISectionAGrp/PersonNm10PAUL R BONDERSON JR
IRS990/Form990PartVIISectionAGrp/PersonNm11DICK BRADSHAW
IRS990/Form990PartVIISectionAGrp/PersonNm12LLOYD DEAN
IRS990/Form990PartVIISectionAGrp/PersonNm13HILARY DECESARE
IRS990/Form990PartVIISectionAGrp/PersonNm14SCOTT GAUDINEER
IRS990/Form990PartVIISectionAGrp/PersonNm15BASIA GILLESPIE
IRS990/Form990PartVIISectionAGrp/PersonNm16TREVOR HARDING
IRS990/Form990PartVIISectionAGrp/PersonNm17MARK HARRIS
IRS990/Form990PartVIISectionAGrp/PersonNm18CYNTHIA JACKSON-ELMOORE
IRS990/Form990PartVIISectionAGrp/PersonNm19RICHARD C JACOBSEN
IRS990/Form990PartVIISectionAGrp/PersonNm20JERRY LOHR
IRS990/Form990PartVIISectionAGrp/PersonNm21JIM MARDEROSIAN
IRS990/Form990PartVIISectionAGrp/PersonNm22LAURA M PICKERING
IRS990/Form990PartVIISectionAGrp/PersonNm23JOHN F SALMONSON
IRS990/Form990PartVIISectionAGrp/PersonNm24KENRIC B STONE
IRS990/Form990PartVIISectionAGrp/PersonNm25ROBERT C TAYLOR JR
IRS990/Form990PartVIISectionAGrp/PersonNm26STAN VAN VLECK
IRS990/Form990PartVIISectionAGrp/PersonNm27CYNTHIA VIZCAINO VILLA
IRS990/Form990PartVIISectionAGrp/PersonNm28ROBERT E WACKER
IRS990/Form990PartVIISectionAGrp/PersonNm29KENNY WU
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
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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/ReportableCompFromRltdOrgAmt05714
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1454812
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt5162900
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt861686
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt16145110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt18334704
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt27306384
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt290
IRS990/Form990PartVIISectionAGrp/TitleTxt0CEO (INITIAL YEAR)
IRS990/Form990PartVIISectionAGrp/TitleTxt1UNIVERSITY PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
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/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr02006
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01426059
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt030
IRS990/GrantAmt025827954
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt025827954
IRS990/GrantsToDomesticOrgsGrp/TotalAmt025827954
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt064039637
IRS990/GrossReceiptsAmt0121745511
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt023
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt08919
IRS990/InsuranceGrp/TotalAmt08919
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0198735
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0198735
IRS990/InvestmentIncomeGrp/ExclusionAmt06587666
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt06601217
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IRS990/InvestmentInJointVentureInd00
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IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01016890
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0358199218
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0308779692
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt062613578
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
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IRS990/NetAssetsOrFundBalancesEOYAmt0373184932
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01426059
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01426059
IRS990/NetUnrelatedBusTxblIncmAmt08989
IRS990/NetUnrlzdGainsLossesInvstAmt0-45910693
IRS990/NoncashContributionsAmt017659490
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt0189044
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt021680
IRS990/OfficeExpensesGrp/TotalAmt0210724
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt078842
IRS990/OtherAssetsTotalGrp/EOYAmt01196397
IRS990/OtherChangesInNetAssetsAmt0-127371
IRS990/OtherExpensesGrp/Desc0ACADEMIC SUPPORT
IRS990/OtherExpensesGrp/Desc1PUBLIC & INSTITUTIONAL
IRS990/OtherExpensesGrp/FundraisingAmt02688665
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0442311
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1587844
IRS990/OtherExpensesGrp/ProgramServicesAmt026823724
IRS990/OtherExpensesGrp/ProgramServicesAmt1101509
IRS990/OtherExpensesGrp/TotalAmt027266035
IRS990/OtherExpensesGrp/TotalAmt13378018
IRS990/OtherLiabilitiesGrp/BOYAmt016137089
IRS990/OtherLiabilitiesGrp/EOYAmt013704250
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0323000
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0323000
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00

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