Civic Intelligence

Cal State Fullerton Philanthropic Foundation

990 • Fiscal year 2018 • EIN 33-0567945

Jul 01, 2017 to Jun 30, 2018 • Filed on May 10, 2019

2600 Nutwood Avenue No 850Fullerton, CA 92831

(657) 278-2786

Siviq Scores

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

Liabilities / Assets

16th percentile

0.03x

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

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Liabilities / Revenue

34th percentile

0.21x

Higher debt load relative to revenue than 34% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Net Margin

79th percentile

23%

Higher net margin than 79% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Top Officer Pay

67th percentile

$473,167

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Asset Growth

46th percentile

2.1%

Faster asset growth than 46% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Revenue Growth

11th percentile

-19%

Faster revenue growth than 11% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Assets

Up

$91,773,820

Up $1,910,390 (+2.1%) from 2017

Net Assets

Up

$88,910,524

Up $1,587,256 (+1.8%) from 2017

Liabilities

Up

$2,863,296

Up $323,134 (+13%) from 2017

Revenue

Down

$13,850,996

Down $3,146,322 (-19%) from 2017

Expenses

Up

$10,620,706

Up $1,680,765 (+19%) from 2017

Net Income

Down

$3,230,290

Down $4,827,087 (-60%) from 2017

Historical Trend

Balance Sheet Trend

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

$300M$200M$100M$0Assets 2010: $55,809,203Liabilities 2010: $446,639Net Assets 2010: $55,362,5642010Assets 2011: $60,991,437Liabilities 2011: $1,339,216Net Assets 2011: $59,652,2212011Assets 2013: $65,527,789Liabilities 2013: $735,344Net Assets 2013: $64,792,4452013Assets 2014: $73,918,674Liabilities 2014: $1,264,644Net Assets 2014: $72,654,0302014Assets 2015: $75,679,184Liabilities 2015: $2,754,630Net Assets 2015: $72,924,5542015Assets 2016: $78,444,278Liabilities 2016: $2,386,172Net Assets 2016: $76,058,1062016Assets 2017: $89,863,430Liabilities 2017: $2,540,162Net Assets 2017: $87,323,2682017Assets 2018: $91,773,820Liabilities 2018: $2,863,296Net Assets 2018: $88,910,5242018Assets 2019: $98,088,698Liabilities 2019: $3,386,370Net Assets 2019: $94,702,3282019Assets 2020: $112,726,927Liabilities 2020: $4,719,561Net Assets 2020: $108,007,3662020Assets 2021: $185,411,080Liabilities 2021: $449,381Net Assets 2021: $184,961,6992021Assets 2022: $184,028,151Liabilities 2022: $900,147Net Assets 2022: $183,128,0042022Assets 2024: $217,864,260Liabilities 2024: $711,184Net Assets 2024: $217,153,0762024

Highlighted filing

2018

Assets$91,773,820
Liabilities$2,863,296
Net Assets$88,910,524

Operations Trend

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

$80M$60M$40M$20M$0Expenses 2010: $7,525,3002010Expenses 2011: $9,023,9792011Expenses 2013: $6,508,3072013Revenue 2014: $10,999,503Expenses 2014: $7,400,718Net Income 2014: $3,598,7852014Revenue 2015: $10,830,484Expenses 2015: $7,677,161Net Income 2015: $3,153,3232015Revenue 2016: $12,047,658Expenses 2016: $8,243,954Net Income 2016: $3,803,7042016Revenue 2017: $16,997,318Expenses 2017: $8,939,941Net Income 2017: $8,057,3772017Revenue 2018: $13,850,996Expenses 2018: $10,620,706Net Income 2018: $3,230,2902018Revenue 2019: $21,011,816Expenses 2019: $10,260,597Net Income 2019: $10,751,2192019Revenue 2020: $23,940,822Expenses 2020: $9,278,694Net Income 2020: $14,662,1282020Revenue 2021: $61,222,330Expenses 2021: $8,429,191Net Income 2021: $52,793,1392021Revenue 2022: $23,545,547Expenses 2022: $9,682,935Net Income 2022: $13,862,6122022Revenue 2024: $24,388,950Expenses 2024: $16,286,274Net Income 2024: $8,102,6762024

Highlighted filing

2018

Revenue$13,850,996
Expenses$10,620,706
Net Income$3,230,290
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 10, 2019
Return Version
2017v2.3
Gross Receipts
$25,453,838
Mission and Program Overview

Mission

To actively promote, pursue and steward private support for the advancement of california state university, fullerton.

Support the people and programs of california state university, fullerton.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$53,856,284$57,800,007▲ $3,943,723
Savings and Temporary Cash Investments$19,743,577$21,700,307▲ $1,956,730
Investments Other Securities$5,899,698$5,473,173▼ $426,525
Pledges and Grants Receivable$8,867,440$5,033,798▼ $3,833,642
Cash and Non-Interest-Bearing Accounts$797,332$1,046,482▲ $249,150
Accounts Receivable$168,801$190,066▲ $21,265
Prepaid Expenses and Deferred Charges$135,634$106,860▼ $28,774
Total Assets$89,863,430$91,773,820▲ $1,910,390
Other Assets Total$394,664$423,127▲ $28,463
Liabilities
Escrow Account Liability$2,147,520$2,021,169▼ $126,351
Accounts Payable and Accrued Expenses$392,642$842,127▲ $449,485
Total Liabilities$2,540,162$2,863,296▲ $323,134
Net Assets / Fund Balance
Permanently Rstr Net Assets$58,410,241$57,935,937▼ $474,304
Temporarily Rstr Net Assets$26,674,723$28,513,558▲ $1,838,835
Unrestricted Net Assets$2,238,304$2,461,029▲ $222,725
Total Net Assets Fund Balance$87,323,268$88,910,524▲ $1,587,256
Total Liabilities and Net Assets / Fund Balance$89,863,430$91,773,820▲ $1,910,390

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$3,050,876--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$68,111,669$2,603,622▲ $411,423$1,106,158$68,702,288
2016$59,232,567$5,793,218▲ $5,184,862$876,144$68,111,669
2015$57,785,950$2,592,853▲ $447,989$630,669$59,232,567
2014$57,993,555$1,847,723▲ $57,742$929,706$57,785,950
2013$50,667,224$3,328,811▲ $5,578,248$664,748$57,993,555
Compensation and Service Providers

Employees

NameTitleOtherTotal
Bonnie WilliamsDirector$115,954$115,954

Board Members and Trustees

NameTitle
Jeffrey S Van HarteChair
Framroze VirjeePresident (started January 2018)
Mildred GarciaPresident (thru December 2017)
Kerri Ruppert SchillerChair-elect, Vice Chair, Nominating & Governance
Dick AckermanVice Chair, Advocacy
David DoranVice Chair, Audit Committe
Gina FalesVice Chair, Finance & Investmemt COM
Mike WeismanVice Chair, Marketing & Pr Committee
Ernie SchroederVice Chair, Resource Development COM
Bill CheneyDirector
Dan BlackDirector
Dung VuDirector
Gary GreenDirector
Geoffrey S PayneDirector
Hector J InfanteDirector
Henry MartinezDirector
Ingrid Otero-smartDirector
Jared HillDirector
Jo E BandyDirector
Joe CervantesDirector
Jon C SmithDirector
Joseph HensleyDirector
Mark ClarkeDirector
Mark E CostaDirector
Martha DanielDirector
Maya PatelDirector
Paul CarterDirector
Rachelle CracchioloDirector
Regino DiazDirector
Robert M AlvaradoDirector
Roger KotchDirector
Tam NguyenDirector
Victoria L VasquesDirector
Gregory SaksExecutive Director
Daniele LecesneCFO (started January 2018)
Tara Gallivan-garciaCFO (thru December 2017)
Frances TevesSecretary
Stefanie LightSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$10,593,733
Program Service Revenue
$1,548,145
Investment Income
$2,236,207
Other Revenue
$-527,089
All Other Contributions
$8,657,471
Change in Net Assets
$3,230,290

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
Other Non Cash Contri Table34$777,775Fair Market Value (FMV)
Other Non Cash Contri Table97$310,312Fair Market Value (FMV)
Securities Publicly Traded17$227,377Fair Market Value (FMV)
Works of Art4$135,155Fair Market Value (FMV)
Books and Publications-$38,997Fair Market Value (FMV)
Food Inventory70$26,324Fair Market Value (FMV)
Other Non Cash Contri Table19$10,692Fair Market Value (FMV)
Other Non Cash Contri Table1$29Fair Market Value (FMV)
Total Noncash Contributions242$1,526,661-

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,671,500
Revenue Not Reported on Financial Statements
$179,496
Revenue Not Reported on Form 990
$-1,769,385
Total Revenue per Audited Statements
$11,902,115
Total Revenue per Form 990
$13,850,996
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,567,372
Grants and Similar Amounts Paid$3,107,728
Salaries, Compensation, and Employee Benefits$1,945,606
Total Fundraising Expense$865,125
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,069,751--$3,069,751
Other Salaries and Wages$1,566,684$92,173-$1,658,857
Travel$289,008$2,412-$291,420
Other Employee Benefits$236,529$50,220-$286,749
Other Expenses$173,206$27,247$83,262$200,453
Fees for Service Investment Mgmnt Fees-$179,496-$179,496
Office Expenses$141,749$15,134-$156,883
All Other Expenses$129,861$749-$130,610
Advertising$128,264$440-$128,704
Fees for Services Accounting$2,300$83,536-$85,836
Grants to Domestic Individuals$37,977--$37,977
Insurance$20,200$10,073-$30,273
Total Functional Expenses$9,285,418$470,163$865,125$10,620,706

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$10,620,706
Expenses per Audited Statements$10,441,210
Total Expenses per Audited Statements$10,441,210
Expenses Not Reported on Financial Statements$179,496
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
California State University FullertonFullerton, CA501(c)(3)Scholarships$3,018,817
Csuf Auxiliary Services CorporationFullerton, CA501(c)(3)Scholarships$50,934
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$864,535
Fundraising Gross Income$331,457
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Concert Under the Stars$750,698$105,722$84,666$21,056
Folino Invitational$145,500$7,000$1,980$5,020
Total Events$2,132,686$331,457$864,535$-533,078
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
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
No
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
No

Governance Explanations

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

Upon consultation with the president of csuf, the board of governors shall be appointed as follows: the president of csuf shall serve as an ex-officio governor with voting privileges. The vice president of university advancement for csuf who shall serve as the executive director shall serve as an ex-officio governor with voting privileges. Additionally the president of csuf shall appoint one faculty member, one student, and one alumni association representative to be governors with voting privileges, each appointed to a one year term. The faculty, student, and alumni association governors may be reappointed from year to year as determined by the president of csuf.

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

The board of governors shall not make any loan of money or property to or guarantee the obligation of any governor or officer unless approved by the attorney general.

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

The form 990 is reviewed by the audit committee prior to its presentation to the board of governors. Representatives from the preparer are available during this presentation. At the committee level, there is an opportunity for questions,comments, and suggested revisions. Any changes to the form 990 are communicated to the preparer of the form 990 and revisions are made as soon as possible to ensure the form 990 is filed with the internal revenue service on a timely basis. Before the return is filed, a final copy of the form is forwarded to the entire board of governors.

Form 990, Part VI, Section B, Line 12C

All members of the csfpf board of governors are required to complete on an annual basis a conflict of interest disclosure form. If a conflict of interest is deemed to exist, it shall be reported to the audit committee. The audit committee shall devise and recommend to the board a proposed resolution of, or course of action with respect to, the conflict of interest. The board shall then by majority vote (not including the vote of any governor with a conflict of interest) take action regarding the matter. Such action may include, but is not limited to, validation of the transaction pursuant to education code 89907, if available, validation of the transaction with conditions, censure or removal of the governor, rescission of the transaction, or any other action deemed appropriate by the board. Members of the governing board shall recuse themselves from the vote on any matter that involves an actual or potential conflict of interest involving that governor or that the governor recognizes to involve the possible appearance of impropriety involving such governor or a member of his immediate family.

Form 990, Part VI, Section C, Line 19

The application for tax-exempt status, determination letter, articles of incorporation, by-laws, and form 990 are available for public inspection upon request at the foundation's main office.

Form 990, Part VI, Line 15A and 15B

There is not a compensation determination process in place as the philanthropic foundation does not compensate any insiders.

Filing and Contact Details

Filer

Filer Name
Cal State Fullerton Philanthropic
EIN
33-0567945
Phone
6572782786
Address
2600 NUTWOOD AVENUE NO 850, FULLERTON, CA 92831

Signing Officer

Name
Greg Saks
Title
Executive Director
Phone
6572782786
Signed
2019-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gregory Saks
Formed
1993
Legal Domicile
CA
Voting Board Members
34
Independent Board Members
32
Employees
0
Volunteers
34

Preparer

Firm
Windes Inc
Address
PO BOX 87, LONG BEACH, CA 90801-0087
Preparer
Donita M Joseph
Phone
5624351191
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line 2A & Part IX Line 7 & 9

Csu philanthropic foundation employees' salaries and wages are paid under the university's ein. The salary expenses in part ix represent reimbursements for services provided by university employees.

FORM 990, PART XI, LINE 9:

Change in value of charitable remainder trusts 78,971. Custodial account for the arboretum 126,351. Provision on uncollectible contributions receivable -3,425,000.

Financial Statement Notes

PART IV, LINE 2B:

Funds were held on behalf of the fullerton arboretum (the aboretum), an auxiliary on the campus of the university.

PART V, LINE 4:

The intended use of the endowment funds is to support scholarships and programs that provide educational enrichment for california state university, fullerton.

PART X, LINE 2:

The foundation is exempt from federal and state income taxes under section 501(c)(3) of the internal revenue code and 23701(d) of the revenue and taxation code, respectively. In addition, the foundation has been determined by the internal revenue service to be a public charity. The foundation recognizes the financial statement benefit of tax positions, such as its filing status as taxexempt, only after determining that the relevant tax authority would more likely than not sustain the position following an audit. The foundation is subject to potential income tax audits on open tax years by any taxing jurisdiction in which it operates. The statute of limitations for federal purposes is three years and for state purposes is generally four years.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Change in value of charitable remainder trusts 78,971. Provision on uncollectible contributions receivable -3,425,000.

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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd22X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd23X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd24X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd25X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd26X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd27X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd28X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd29X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd30X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd31X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd32X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd33X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd34X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd11X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt7109923
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
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/OtherCompensationAmt260
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt270
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt280
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt290
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt300
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt310
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt320
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3321060
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3490494
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3554671
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt360
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3755907
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3833599
IRS990/Form990PartVIISectionAGrp/PersonNm0JEFFREY S VAN HARTE
IRS990/Form990PartVIISectionAGrp/PersonNm1KERRI RUPPERT SCHILLER
IRS990/Form990PartVIISectionAGrp/PersonNm2DICK ACKERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm3GINA FALES
IRS990/Form990PartVIISectionAGrp/PersonNm4ERNIE SCHROEDER
IRS990/Form990PartVIISectionAGrp/PersonNm5DAVID DORAN
IRS990/Form990PartVIISectionAGrp/PersonNm6MIKE WEISMAN
IRS990/Form990PartVIISectionAGrp/PersonNm7MILDRED GARCIA
IRS990/Form990PartVIISectionAGrp/PersonNm8FRAMROZE VIRJEE
IRS990/Form990PartVIISectionAGrp/PersonNm9PAUL CARTER
IRS990/Form990PartVIISectionAGrp/PersonNm10ROBERT M ALVARADO
IRS990/Form990PartVIISectionAGrp/PersonNm11JO E BANDY
IRS990/Form990PartVIISectionAGrp/PersonNm12JOE CERVANTES
IRS990/Form990PartVIISectionAGrp/PersonNm13DAN BLACK
IRS990/Form990PartVIISectionAGrp/PersonNm14BILL CHENEY
IRS990/Form990PartVIISectionAGrp/PersonNm15MARK CLARKE
IRS990/Form990PartVIISectionAGrp/PersonNm16MARK E COSTA
IRS990/Form990PartVIISectionAGrp/PersonNm17RACHELLE CRACCHIOLO
IRS990/Form990PartVIISectionAGrp/PersonNm18MARTHA DANIEL
IRS990/Form990PartVIISectionAGrp/PersonNm19REGINO DIAZ
IRS990/Form990PartVIISectionAGrp/PersonNm20GARY GREEN
IRS990/Form990PartVIISectionAGrp/PersonNm21JOSEPH HENSLEY
IRS990/Form990PartVIISectionAGrp/PersonNm22JARED HILL
IRS990/Form990PartVIISectionAGrp/PersonNm23HECTOR J INFANTE
IRS990/Form990PartVIISectionAGrp/PersonNm24ROGER KOTCH
IRS990/Form990PartVIISectionAGrp/PersonNm25HENRY MARTINEZ
IRS990/Form990PartVIISectionAGrp/PersonNm26TAM NGUYEN
IRS990/Form990PartVIISectionAGrp/PersonNm27INGRID OTERO-SMART
IRS990/Form990PartVIISectionAGrp/PersonNm28MAYA PATEL
IRS990/Form990PartVIISectionAGrp/PersonNm29GEOFFREY S PAYNE
IRS990/Form990PartVIISectionAGrp/PersonNm30JON C SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm31VICTORIA L VASQUES
IRS990/Form990PartVIISectionAGrp/PersonNm32DUNG VU
IRS990/Form990PartVIISectionAGrp/PersonNm33BONNIE WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm34GREGORY SAKS
IRS990/Form990PartVIISectionAGrp/PersonNm35TARA GALLIVAN-GARCIA
IRS990/Form990PartVIISectionAGrp/PersonNm36DANIELE LECESNE
IRS990/Form990PartVIISectionAGrp/PersonNm37STEFANIE LIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm38FRANCES TEVES
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/ReportableCompFromOrgAmt320
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt330
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt340
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt350
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt360
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt370
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt380
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt7363244
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
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/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt310
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt320
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3394894
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt34238950
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt35114211
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt360
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3794400
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt38116768
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR-ELECT, VICE CHAIR, NOMINATING & GOVERNANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR, ADVOCACY
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE CHAIR, FINANCE & INVESTMEMT COM
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE CHAIR, RESOURCE DEVELOPMENT COM
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE CHAIR, AUDIT COMMITTE
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE CHAIR, MARKETING & PR COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT (THRU DECEMBER 2017)
IRS990/Form990PartVIISectionAGrp/TitleTxt8PRESIDENT (STARTED JANUARY 2018)
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/TitleTxt31DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt32DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt33DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt34EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt35CFO (THRU DECEMBER 2017)
IRS990/Form990PartVIISectionAGrp/TitleTxt36CFO (STARTED JANUARY 2018)
IRS990/Form990PartVIISectionAGrp/TitleTxt37SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt38SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01993
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt01801229
IRS990/FundraisingDirectExpensesAmt0864535
IRS990/FundraisingGrossIncomeAmt0331457
IRS990/GainOrLossGrp/SecuritiesAmt0630357
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt034
IRS990/GrantAmt03107728
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt037977
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt037977
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt03069751
IRS990/GrantsToDomesticOrgsGrp/TotalAmt03069751
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt011368664
IRS990/GrossReceiptsAmt025453838
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt032
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$218$0.71$217$24.4$16.3$8.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$184$0.90$183$23.5$9.68$13.9
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$185$0.45$185$61.2$8.43$52.8
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$113$4.72$108$23.9$9.28$14.7
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$98.1$3.39$94.7$21.0$10.3$10.8
2018Detailed filing. Detailed filing data is available for this year.$91.8$2.86$88.9$13.9$10.6$3.23
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$89.9$2.54$87.3$17.0$8.94$8.06
2016Detailed filing. Detailed filing data is available for this year.$78.4$2.39$76.1$12.0$8.24$3.80
2015Detailed filing. Detailed filing data is available for this year.$75.7$2.75$72.9$10.8$7.68$3.15
2014Detailed filing. Detailed filing data is available for this year.$73.9$1.26$72.7$11.0$7.40$3.60
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$65.5$0.74$64.8$6.51
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$61.0$1.34$59.7$9.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$55.8$0.45$55.4$7.53
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • $50M-$100M nonprofits