Civic Intelligence

UC Law Sf Foundation

990 • Fiscal year 2020 • EIN 23-7135898

Jul 01, 2019 to Jun 30, 2020 • Filed on Feb 18, 2021

200 Mcallister StreetSan Francisco, CA 94102-4978

(415) 565-4704

Siviq Scores

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

Liabilities / Assets

15th percentile

0.01x

Higher debt load relative to assets than 15% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

7th percentile

0.01x

Higher debt load relative to revenue than 7% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

82nd percentile

27%

Higher net margin than 82% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

14th percentile

$0

Higher top officer pay than 14% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

98th percentile

172%

Faster asset growth than 98% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

94th percentile

115%

Faster revenue growth than 94% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Assets

Up

$4,961,420

Up $3,138,114 (+172%) from 2019

Net Assets

Up

$4,893,294

Up $3,069,988 (+168%) from 2019

Liabilities

Up

$68,126

Up $68,126 from 2019

Revenue

Up

$11,204,204

Up $5,982,012 (+115%) from 2019

Expenses

Up

$8,145,360

Up $4,144,744 (+104%) from 2019

Net Income

Up

$3,058,844

Up $1,837,268 (+150%) from 2019

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2013: $725,524Liabilities 2013: $370Net Assets 2013: $725,1542013Assets 2014: $854,426Liabilities 2014: $0Net Assets 2014: $854,4262014Assets 2015: $634,425Liabilities 2015: $0Net Assets 2015: $634,4252015Assets 2016: $617,841Liabilities 2016: $0Net Assets 2016: $617,8412016Assets 2017: $603,900Liabilities 2017: $0Net Assets 2017: $603,9002017Assets 2018: $576,943Liabilities 2018: $0Net Assets 2018: $576,9432018Assets 2019: $1,823,306Liabilities 2019: $0Net Assets 2019: $1,823,3062019Assets 2020: $4,961,420Liabilities 2020: $68,126Net Assets 2020: $4,893,2942020Assets 2021: $3,448,974Liabilities 2021: $68,125Net Assets 2021: $3,380,8492021Assets 2022: $2,612,244Liabilities 2022: $0Net Assets 2022: $2,612,2442022Assets 2023: $2,831,438Liabilities 2023: $0Net Assets 2023: $2,831,4382023Assets 2024: $3,576,526Liabilities 2024: $0Net Assets 2024: $3,576,5262024Assets 2025: $3,421,785Liabilities 2025: $0Net Assets 2025: $3,421,7852025

Highlighted filing

2020

Assets$4,961,420
Liabilities$68,126
Net Assets$4,893,294

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2013: $2,413,4042013Revenue 2014: $4,104,560Expenses 2014: $3,965,805Net Income 2014: $138,7552014Revenue 2015: $3,866,552Expenses 2015: $4,053,627Net Income 2015: -$187,0752015Revenue 2016: $3,796,606Expenses 2016: $3,777,793Net Income 2016: $18,8132016Revenue 2017: $4,551,226Expenses 2017: $4,611,298Net Income 2017: -$60,0722017Revenue 2018: $4,533,105Expenses 2018: $4,573,862Net Income 2018: -$40,7572018Revenue 2019: $5,222,192Expenses 2019: $4,000,616Net Income 2019: $1,221,5762019Revenue 2020: $11,204,204Expenses 2020: $8,145,360Net Income 2020: $3,058,8442020Revenue 2021: $5,318,283Expenses 2021: $6,971,762Net Income 2021: -$1,653,4792021Revenue 2022: $11,589,695Expenses 2022: $12,315,084Net Income 2022: -$725,3892022Revenue 2023: $7,094,995Expenses 2023: $6,901,924Net Income 2023: $193,0712023Revenue 2024: $7,618,932Expenses 2024: $6,918,087Net Income 2024: $700,8452024Revenue 2025: $7,048,079Expenses 2025: $7,263,579Net Income 2025: -$215,5002025

Highlighted filing

2020

Revenue$11,204,204
Expenses$8,145,360
Net Income$3,058,844
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Feb 18, 2021
Return Version
2019v5.2
Gross Receipts
$11,243,384
Mission and Program Overview

Mission

To advance the academic and reputational success of uc college of the law, san francisco ("the college") through collaborative and impactful fundraising initiatives.

Uc hastings foundation generates and receives gifts in support of uc hastings college of the law.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$1,286,623$4,362,467▲ $3,075,844
Investments Other Securities$490,645$496,199▲ $5,554
Cash and Non-Interest-Bearing Accounts$46,038$91,429▲ $45,391
Prepaid Expenses and Deferred Charges-$11,325-
Total Assets$1,823,306$4,961,420▲ $3,138,114
Liabilities
Deferred Revenue$0$68,126▲ $68,126
Total Liabilities$0$68,126▲ $68,126
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,775,729$4,870,255▲ $3,094,526
Net Assets Without Donor Restrictions$47,577$23,039▼ $24,538
Total Net Assets Fund Balance$1,823,306$4,893,294▲ $3,069,988
Total Liabilities and Net Assets / Fund Balance$1,823,306$4,961,420▲ $3,138,114

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$496,199--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$486,316-▲ $23,343-$491,705
2018$467,271-▲ $36,271-$486,316
2017$447,259-▲ $20,012-$467,271
2016$408,528-▲ $38,731-$447,259
2015$439,439-▼ $30,911-$408,528
Compensation and Service Providers
Revenue and Support

Revenue Composition

Contributions and Grants
$11,188,748
Program Service Revenue
$0
Investment Income
$15,456
Other Revenue
$0
All Other Contributions
$11,188,748
Change in Net Assets
$3,058,844

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded8$106,037Fair Market Value
Other Non Cash Contri Table2$10,717Fair Market Value
Food Inventory1$1,648Fair Market Value
Clothing and Household Goods-$700Fair Market Value
Total Noncash Contributions11$119,102-

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,204,204
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$11,143
Total Revenue per Audited Statements
$11,215,347
Total Revenue per Form 990
$11,204,204
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$8,134,242
Other Expenses$11,118
Total Fundraising Expense$3,568
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$8,123,479--$8,123,479
Grants to Domestic Individuals$10,763--$10,763
Fees for Services Accounting-$7,550-$7,550
Conferences and Meetings--$3,068$3,068
Other Expenses--$500$500
Total Functional Expenses$8,134,242$7,550$3,568$8,145,360

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$8,145,360
Total Expenses per Audited Statements$8,145,360
Total Expenses per Form 990$8,145,360
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Uc Hastings - College of the LawSan Francicso, CAState of CAGeneral Support$8,123,479
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
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

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

The uc hastings board of directors can select and remove 50% plus 1 of the foundation's authorized voting trustees.

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

No amendment to the organization's bylaws that affects, or is inconsistent with, the operating agreement between uc hastings and uc hastings foundation is not effective without the prior written approval of uc hastings by action of the uc hastings board; additionally, the uc hastings foundation works jointly with uc hastings to prepare any amendments to the foundation's bylaws and articles of incorporation.

Form 990, Part VI, Section B, Line 11B

After review by the executive committee of the board of trustees, the irs form 990 was distributed electronically to the full board for its review. Upon review and comment by the board of trustees, the form 990 was submitted to the irs.

Form 990, Part VI, Section B, Line 12

Uc hastings foundation utilizes the uc hastings college of the law's conflict of interest policy. Trustees are required to disclose any interest that could give rise to conflict. The foundation mandates that any interest that could give rise to conflict be immediately presented to the board for review.

Form 990, Part VI, Section C, Line 19

The organization makes its financial statements, governing documents, and conflict of interest policy available upon request.

Filing and Contact Details

Filer

Filer Name
Uc Hastings Foundation
EIN
23-7135898
Phone
4155654704
Address
200 MCALLISTER STREET, SAN FRANCISCO, CA 94102-4978

Signing Officer

Name
Joan Cassman
Title
Treasurer
Phone
4155654704
Signed
2021-02-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Debra Bogaards
Formed
1971
Legal Domicile
CA
Voting Board Members
48
Independent Board Members
48
Employees
0
Volunteers
49

Preparer

Firm
Moss Adams Llp
Address
3121 W MARCH LN STE 200, STOCKTON, CA 95219-2367
Preparer
Michael Lumsden
Phone
2099556100
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IRS990/Form990PartVIISectionAGrp/PersonNm20TRACY HOLLAND
IRS990/Form990PartVIISectionAGrp/PersonNm21BRIAN JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm22ALFRED KNOLL
IRS990/Form990PartVIISectionAGrp/PersonNm23JOHN KOEPPEL
IRS990/Form990PartVIISectionAGrp/PersonNm24THARAN GREGORY GREG LANIER
IRS990/Form990PartVIISectionAGrp/PersonNm25JESSICA LEAL
IRS990/Form990PartVIISectionAGrp/PersonNm26SHIREEN ADVANI LEE
IRS990/Form990PartVIISectionAGrp/PersonNm27DEBORAH LOPEZ
IRS990/Form990PartVIISectionAGrp/PersonNm28HARVEY LUNG
IRS990/Form990PartVIISectionAGrp/PersonNm29LEO MARTINEZ
IRS990/Form990PartVIISectionAGrp/PersonNm30NANCY MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm31TIM MILLS
IRS990/Form990PartVIISectionAGrp/PersonNm32JAMOA A MOBERLY
IRS990/Form990PartVIISectionAGrp/PersonNm33JAMES J MULLEN III
IRS990/Form990PartVIISectionAGrp/PersonNm34RICHARD M NICHOLS
IRS990/Form990PartVIISectionAGrp/PersonNm35SANDI NICHOLS
IRS990/Form990PartVIISectionAGrp/PersonNm36JANE PANDELL
IRS990/Form990PartVIISectionAGrp/PersonNm37MARK D PETERSEN
IRS990/Form990PartVIISectionAGrp/PersonNm38BASIL PLASTIRAS
IRS990/Form990PartVIISectionAGrp/PersonNm39VIRGINIA PRUGH
IRS990/Form990PartVIISectionAGrp/PersonNm40CATHERINE A RIVLIN
IRS990/Form990PartVIISectionAGrp/PersonNm41CAROLYN SAMIERE
IRS990/Form990PartVIISectionAGrp/PersonNm42TAD SHAPIRO
IRS990/Form990PartVIISectionAGrp/PersonNm43KENT SPRINKLE
IRS990/Form990PartVIISectionAGrp/PersonNm44JOHN STEPHENS
IRS990/Form990PartVIISectionAGrp/PersonNm45JUDY VILLARD
IRS990/Form990PartVIISectionAGrp/PersonNm46WALTER H WALKER
IRS990/Form990PartVIISectionAGrp/PersonNm47ERIC WERSCHING
IRS990/Form990PartVIISectionAGrp/PersonNm48NICHOLAS YOKA
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt460
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt480
IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE-PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2FUNDRAISING CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt19TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt20TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt22TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt23TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt24TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt25FUNDRAISING CO-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt26TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt27SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt28TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt29TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt30TRUSTEE

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