Civic Intelligence

U C Santa Cruz Foundation

990 • Fiscal year 2016 • EIN 23-7394590

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

Organization ProfileFOUNDATION.UCSC.EDU
1156 High StreetSanta Cruz, CA 95064

(831) 459-2501

Siviq Scores

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

Liabilities / Assets

12th percentile

0.02x

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

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Liabilities / Revenue

16th percentile

0.10x

Higher debt load relative to revenue than 16% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Net Margin

90th percentile

36%

Higher net margin than 90% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Top Officer Pay

60th percentile

$407,925

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 2.1% of source-year revenue.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2016

Asset Growth

21st percentile

-3.5%

Faster asset growth than 21% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Revenue Growth

94th percentile

62%

Faster revenue growth than 94% of similar nonprofits.

2016 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets12th percentile

Assets

Down

$88,903,738

Down $3,182,982 (-3.5%) from 2015

Net Assets

Up

$86,980,011

Up $2,320,803 (+2.7%) from 2015

Liabilities

Down

$1,923,727

Down $5,503,785 (-74%) from 2015

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin90th percentile

Revenue

Up

$19,268,330

Up $7,405,687 (+62%) from 2015

Expenses

Up

$12,239,718

Up $1,002,304 (+8.9%) from 2015

Net Income

Up

$7,028,612

Up $6,403,383 (+1024%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$200M$150M$100M$50M$0Assets 2015: $92,086,720Liabilities 2015: $7,427,512Net Assets 2015: $84,659,2082015Assets 2016: $88,903,738Liabilities 2016: $1,923,727Net Assets 2016: $86,980,0112016Assets 2017: $101,965,028Liabilities 2017: $2,065,424Net Assets 2017: $99,899,6042017Assets 2018: $110,257,183Liabilities 2018: $2,845,762Net Assets 2018: $107,411,4212018Assets 2019: $124,073,091Liabilities 2019: $2,875,491Net Assets 2019: $121,197,6002019Assets 2020: $130,512,074Liabilities 2020: $3,792,768Net Assets 2020: $126,719,3062020Assets 2021: $169,812,971Liabilities 2021: $3,318,721Net Assets 2021: $166,494,2502021Assets 2022: $157,597,205Liabilities 2022: $2,782,744Net Assets 2022: $154,814,4612022Assets 2023: $168,668,546Liabilities 2023: $6,495,265Net Assets 2023: $162,173,2812023Assets 2024: $176,924,789Liabilities 2024: $2,427,855Net Assets 2024: $174,496,9342024

Highlighted filing

2016

Assets$88,903,738
Liabilities$1,923,727
Net Assets$86,980,011
Open 2016 Filing

Operations Trend

Revenue Growth94th percentile

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

$40M$30M$20M$10M$0-$10MRevenue 2015: $11,862,643Expenses 2015: $11,237,414Net Income 2015: $625,2292015Revenue 2016: $19,268,330Expenses 2016: $12,239,718Net Income 2016: $7,028,6122016Revenue 2017: $16,385,543Expenses 2017: $13,243,216Net Income 2017: $3,142,3272017Revenue 2018: $21,833,062Expenses 2018: $19,333,858Net Income 2018: $2,499,2042018Revenue 2019: $20,586,534Expenses 2019: $12,825,050Net Income 2019: $7,761,4842019Revenue 2020: $23,593,426Expenses 2020: $21,242,014Net Income 2020: $2,351,4122020Revenue 2021: $29,870,161Expenses 2021: $25,821,586Net Income 2021: $4,048,5752021Revenue 2022: $27,939,704Expenses 2022: $23,735,649Net Income 2022: $4,204,0552022Revenue 2023: $30,846,304Expenses 2023: $28,485,250Net Income 2023: $2,361,0542023Revenue 2024: $18,539,914Expenses 2024: $19,968,939Net Income 2024: -$1,429,0252024

Highlighted filing

2016

Revenue$19,268,330
Expenses$12,239,718
Net Income$7,028,612
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 9, 2016
Return Version
2015v2.0
Gross Receipts
$24,680,847
Mission and Program Overview

Mission

To benefit the university of california santa cruz.

To benefit the university of california santa cruz

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$85,966,382$81,506,293▼ $4,460,089
Pledges and Grants Receivable$4,879,361$4,308,511▼ $570,850
Savings and Temporary Cash Investments$1,194,370$2,912,309▲ $1,717,939
Cash and Non-Interest-Bearing Accounts$46,607$176,625▲ $130,018
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$92,086,720$88,903,738▼ $3,182,982
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$1,058,973$767,222▼ $291,751
Deferred Revenue$1,261,259$716,505▼ $544,754
Other Liabilities$5,107,280$440,000▼ $4,667,280
Total Liabilities$7,427,512$1,923,727▼ $5,503,785
Net Assets / Fund Balance
Temporarily Rstr Net Assets$51,925,661$45,856,012▼ $6,069,649
Permanently Rstr Net Assets$36,240,050$40,064,103▲ $3,824,053
Unrestricted Net Assets$-3,506,503$1,059,896▲ $4,566,399
Total Net Assets Fund Balance$84,659,208$86,980,011▲ $2,320,803
Total Liabilities and Net Assets / Fund Balance$92,086,720$88,903,738▼ $3,182,982

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$83,517,587$3,321,050▼ $2,882,670-$80,205,185
2014$79,266,685$2,196,301▲ $4,763,395-$83,517,587
2013$61,462,351$8,514,984▲ $11,722,537-$79,266,685
2012$55,911,148$1,134,694▲ $6,541,791-$61,462,351
2011$55,026,031$3,860,218▼ $347,081-$55,911,148
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleOtherTotal
Sheila BergmanExec Secretary$52,101$52,101

Board Members and Trustees

NameTitle
Mary E DoyleChair
Paul J HallPast Chair
Keith BrantPresident
Linda S PetersonVice Chair
Jeff ShillingVice President
Alec WebsterTrustee
Anuradha Luther MaitraTrustee
Art TorresTrustee
Barbara W CanfieldTrustee
Brandon AllgoodTrustee
David DoshayTrustee
David KordunerTrustee
Frans M LantingTrustee
Garry a SpireTrustee
Henry D ChuTrustee
James PanettaTrustee
John WoodwardTrustee
Kamil H HasanTrustee
Ken DoctorTrustee
Kiran MalhotraTrustee
Kristen MarinovicTrustee
Kumar MalavalliTrustee
Laura BushnellTrustee
Lewis G FeldmanTrustee
Loren L KinczelTrustee
Loren a SteckTrustee
Matthew J HowardTrustee
Narinder S KapanyTrustee
Peder JonesTrustee
Ricky BluthenthalTrustee
Robert HoloTrustee
Sb MasterTrustee
Stephanie D HarknessTrustee
Stephen J CroweTrustee
Steve BruceTrustee
Theodore C GoldsteinTrustee
Vikram SahaiTrustee
George BlumenthalChancellor
Richard Franklin MossParliamentarian
Elise Herrera-mahoneyTreasurer
Sarah LathamTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$13,403,938
Program Service Revenue
$0
Investment Income
$2,166,636
Other Revenue
$3,697,756
All Other Contributions
$13,403,938
Change in Net Assets
$7,028,612

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded46$3,128,415Market Value
Total Noncash Contributions46$3,128,415-

Audited Revenue Reconciliation

Revenue per Audited Statements
$19,268,330
Revenue Not Reported on Form 990
$-4,707,809
Total Revenue per Audited Statements
$14,560,521
Total Revenue per Form 990
$19,268,330
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$12,229,402
Other Expenses$10,316
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$12,229,402--$12,229,402
Fees for Services Accounting-$1,500-$1,500
Other Expenses-$255-$255
Total Functional Expenses$12,229,402$10,316$0$12,239,718

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$12,239,718
Total Expenses per Audited Statements$12,239,718
Total Expenses per Form 990$12,239,718
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of CA Santa CruzSanta Cruz, CA-Support University Programs$12,229,402

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
FinlandFundraising-00$0
JapanFundraising-00$0
SpainFundraising-00$0
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Note Payable to Uc-seymour Mdc$421,730
Current Portion of Ltd$18,270
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The 990 is distributed to the governing body for review prior to filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The foundation distributes the conflict of interest policy and disclosure statementto trustees annually to be signed and returned. The foundation identifies anddiscloses possible conflicts of interest to the executive committee fordetermination. For fy 2016, the committee determined there were no conflicts todisclose.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“All key employees of the foundation are employees of uc santa cruz. The uc regentshave oversight and approval for the hiring of all top management of the university.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The uc santa cruz foundation makes its governing documents and financial statementsavailable to the public on the foundation's website and upon request.”

Filing and Contact Details

Filer

Filer Name
Uc Santa Cruz Foundation
EIN
23-7394590
Phone
8314592501
Address
1156 HIGH STREET, SANTA CRUZ, CA 95064

Signing Officer

Name
Jo Westbrook
Title
Controller
Signed
2016-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sheila Bergman
Formed
1974
Legal Domicile
CA
Voting Board Members
36
Independent Board Members
36
Employees
0

Preparer

Firm
Hutchinson and Bloodgood LLP
Address
579 Auto Center Drive, Watsonville, CA 95076
Preparer
Karen E Semingson CPA
Phone
8317242441
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

“Actuarial liability adjustment = $426686”

Financial Statement Notes

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“Actuarial liability adjustment $426686”

Raw XML AppendixShowing 400 of 873 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/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt4114933
IRS990/Form990PartVIISectionAGrp/PersonNm0MARY E DOYLE
IRS990/Form990PartVIISectionAGrp/PersonNm1PAUL J HALL
IRS990/Form990PartVIISectionAGrp/PersonNm2LINDA S PETERSON
IRS990/Form990PartVIISectionAGrp/PersonNm3RICHARD FRANKLIN MOSS
IRS990/Form990PartVIISectionAGrp/PersonNm4BRANDON ALLGOOD
IRS990/Form990PartVIISectionAGrp/PersonNm5RICKY BLUTHENTHAL
IRS990/Form990PartVIISectionAGrp/PersonNm6STEVE BRUCE
IRS990/Form990PartVIISectionAGrp/PersonNm7LAURA BUSHNELL
IRS990/Form990PartVIISectionAGrp/PersonNm8BARBARA W CANFIELD
IRS990/Form990PartVIISectionAGrp/PersonNm9HENRY D CHU
IRS990/Form990PartVIISectionAGrp/PersonNm10STEPHEN J CROWE
IRS990/Form990PartVIISectionAGrp/PersonNm11KEN DOCTOR
IRS990/Form990PartVIISectionAGrp/PersonNm12DAVID DOSHAY
IRS990/Form990PartVIISectionAGrp/PersonNm13LEWIS G FELDMAN
IRS990/Form990PartVIISectionAGrp/PersonNm14THEODORE C GOLDSTEIN
IRS990/Form990PartVIISectionAGrp/PersonNm15STEPHANIE D HARKNESS
IRS990/Form990PartVIISectionAGrp/PersonNm16KAMIL H HASAN
IRS990/Form990PartVIISectionAGrp/PersonNm17ROBERT HOLO
IRS990/Form990PartVIISectionAGrp/PersonNm18MATTHEW J HOWARD
IRS990/Form990PartVIISectionAGrp/PersonNm19PEDER JONES
IRS990/Form990PartVIISectionAGrp/PersonNm20NARINDER S KAPANY
IRS990/Form990PartVIISectionAGrp/PersonNm21LOREN L KINCZEL
IRS990/Form990PartVIISectionAGrp/PersonNm22DAVID KORDUNER
IRS990/Form990PartVIISectionAGrp/PersonNm23FRANS M LANTING
IRS990/Form990PartVIISectionAGrp/PersonNm24ANURADHA LUTHER MAITRA
IRS990/Form990PartVIISectionAGrp/PersonNm25KUMAR MALAVALLI
IRS990/Form990PartVIISectionAGrp/PersonNm26KIRAN MALHOTRA
IRS990/Form990PartVIISectionAGrp/PersonNm27KRISTEN MARINOVIC
IRS990/Form990PartVIISectionAGrp/PersonNm28SB MASTER
IRS990/Form990PartVIISectionAGrp/PersonNm29JAMES PANETTA
IRS990/Form990PartVIISectionAGrp/PersonNm30VIKRAM SAHAI
IRS990/Form990PartVIISectionAGrp/PersonNm31GARRY A SPIRE
IRS990/Form990PartVIISectionAGrp/PersonNm32LOREN A STECK
IRS990/Form990PartVIISectionAGrp/PersonNm33ART TORRES
IRS990/Form990PartVIISectionAGrp/PersonNm34ALEC WEBSTER
IRS990/Form990PartVIISectionAGrp/PersonNm35JOHN WOODWARD
IRS990/Form990PartVIISectionAGrp/PersonNm36GEORGE BLUMENTHAL
IRS990/Form990PartVIISectionAGrp/PersonNm37KEITH BRANT
IRS990/Form990PartVIISectionAGrp/PersonNm38JEFF SHILLING
IRS990/Form990PartVIISectionAGrp/PersonNm39SHEILA BERGMAN
IRS990/Form990PartVIISectionAGrp/PersonNm40SARAH LATHAM
IRS990/Form990PartVIISectionAGrp/PersonNm41ELISE HERRERA-MAHONEY
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt41150796
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Past Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt3Parliamentarian
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

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$88,903,738
Liabilities
$1,923,727
Net assets
$86,980,011
Revenue
$19,268,330
Expenses
$12,239,718
Net income
$7,028,612
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$177$2.43$174$18.5$20.0$1.43
2023Detailed filing. Detailed filing data is available for this year.$169$6.50$162$30.8$28.5$2.36
2022Detailed filing. Detailed filing data is available for this year.$158$2.78$155$27.9$23.7$4.20
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$170$3.32$166$29.9$25.8$4.05
2020Detailed filing. Detailed filing data is available for this year.$131$3.79$127$23.6$21.2$2.35
2019Detailed filing. Detailed filing data is available for this year.$124$2.88$121$20.6$12.8$7.76
2018Detailed filing. Detailed filing data is available for this year.$110$2.85$107$21.8$19.3$2.50
2017Detailed filing. Detailed filing data is available for this year.$102$2.07$99.9$16.4$13.2$3.14
2016Detailed filing. Detailed filing data is available for this year.$88.9$1.92$87.0$19.3$12.2$7.03
2015Detailed filing. Detailed filing data is available for this year.$92.1$7.43$84.7$11.9$11.2$0.63