Civic Intelligence

Foundation of California State

EIN 80-0494808 • 501(c)3 • Seaside, CA

Profile

To further the scientific, literary, educational and charitable purposes of california state university, monterey bay, including fundraising, development, endowment management, financial assistance, public relations and other support.

100 Campus CenterSeaside, CA 93955

www.csumbfoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

7th percentile

0.00x

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

501(c)3 • $50M-$100M nonprofits • Source year 2025

Liabilities / Revenue

7th percentile

0.01x

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

501(c)3 • $50M-$100M nonprofits • Source year 2025

Net Margin

97th percentile

84%

Higher net margin than 97% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2025

Top Officer Pay

60th percentile

$431,163

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

501(c)3 • $50M-$100M nonprofits • Source year 2025

Asset Growth

90th percentile

29%

Faster asset growth than 90% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2024 to 2025

Revenue Growth

89th percentile

71%

Faster revenue growth than 89% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$59,839,207

Up $13,626,223 (+29%) from 2024

Liabilities

Up

$184,086

Up $121,702 (+195%) from 2024

Net Assets

Up

$59,655,121

Up $13,504,521 (+29%) from 2024

Operations
Liabilities / Revenue7th percentileNet Margin97th percentile

Revenue

Up

$13,434,181

Up $5,562,035 (+71%) from 2024

Expenses

Down

$2,113,129

Down $302,534 (-13%) from 2024

Net Income

Up

$11,321,052

Up $5,864,569 (+107%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth90th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0Assets 2011: $13,514,804Liabilities 2011: $6,267Net Assets 2011: $13,508,5372011Assets 2012: $14,531,446Liabilities 2012: $3,717Net Assets 2012: $14,527,7292012Assets 2013: $16,527,386Liabilities 2013: $4,038Net Assets 2013: $16,523,3482013Assets 2014: $18,901,838Liabilities 2014: $23,148Net Assets 2014: $18,878,6902014Assets 2015: $19,169,315Liabilities 2015: $5,142Net Assets 2015: $19,164,1732015Assets 2016: $20,677,482Liabilities 2016: $82,949Net Assets 2016: $20,594,5332016Assets 2017: $23,544,911Liabilities 2017: $39,179Net Assets 2017: $23,505,7322017Assets 2018: $25,748,017Liabilities 2018: $214,516Net Assets 2018: $25,533,5012018Assets 2019: $28,750,059Liabilities 2019: $62,829Net Assets 2019: $28,687,2302019Assets 2020: $29,730,962Liabilities 2020: $201,419Net Assets 2020: $29,529,5432020Assets 2021: $37,299,489Liabilities 2021: $85,384Net Assets 2021: $37,214,1052021Assets 2022: $34,574,173Liabilities 2022: $98,204Net Assets 2022: $34,475,9692022Assets 2023: $38,060,652Liabilities 2023: $47,840Net Assets 2023: $38,012,8122023Assets 2024: $46,212,984Liabilities 2024: $62,384Net Assets 2024: $46,150,6002024Assets 2025: $59,839,207Liabilities 2025: $184,086Net Assets 2025: $59,655,1212025

Highlighted filing

2025

Assets$59,839,207
Liabilities$184,086
Net Assets$59,655,121
Open 2025 Filing

Operations Trend

Revenue Growth89th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0Expenses 2011: $392,8962011Expenses 2012: $473,5212012Expenses 2013: $652,9642013Revenue 2014: $1,109,625Expenses 2014: $782,155Net Income 2014: $327,4702014Revenue 2015: $2,920,422Expenses 2015: $868,847Net Income 2015: $2,051,5752015Revenue 2016: $3,461,205Expenses 2016: $1,097,272Net Income 2016: $2,363,9332016Revenue 2017: $2,431,090Expenses 2017: $1,035,413Net Income 2017: $1,395,6772017Revenue 2018: $2,976,277Expenses 2018: $1,355,050Net Income 2018: $1,621,2272018Revenue 2019: $4,025,439Expenses 2019: $1,227,632Net Income 2019: $2,797,8072019Revenue 2020: $3,795,964Expenses 2020: $1,425,110Net Income 2020: $2,370,8542020Revenue 2021: $2,342,294Expenses 2021: $1,284,265Net Income 2021: $1,058,0292021Revenue 2022: $4,381,797Expenses 2022: $1,268,645Net Income 2022: $3,113,1522022Revenue 2023: $5,304,450Expenses 2023: $1,441,028Net Income 2023: $3,863,4222023Revenue 2024: $7,872,146Expenses 2024: $2,415,663Net Income 2024: $5,456,4832024Revenue 2025: $13,434,181Expenses 2025: $2,113,129Net Income 2025: $11,321,0522025

Highlighted filing

2025

Revenue$13,434,181
Expenses$2,113,129
Net Income$11,321,052
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$59,839,207
Liabilities
$184,086
Net assets
$59,655,121
Revenue
$13,434,181
Expenses
$2,113,129
Net income
$11,321,052
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$59.8$0.18$59.7$13.4$2.11$11.3
2024Summary only. Only limited summary data is available for this year.$46.2$0.06$46.2$7.87$2.42$5.46
2023Summary only. Only limited summary data is available for this year.$38.1$0.05$38.0$5.30$1.44$3.86
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$34.6$0.10$34.5$4.38$1.27$3.11
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.3$0.09$37.2$2.34$1.28$1.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.7$0.20$29.5$3.80$1.43$2.37
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.8$0.06$28.7$4.03$1.23$2.80
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.7$0.21$25.5$2.98$1.36$1.62
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.5$0.04$23.5$2.43$1.04$1.40
2016Detailed filing. Detailed filing data is available for this year.$20.7$0.08$20.6$3.46$1.10$2.36
2015Detailed filing. Detailed filing data is available for this year.$19.2$0.01$19.2$2.92$0.87$2.05
2014Detailed filing. Detailed filing data is available for this year.$18.9$0.02$18.9$1.11$0.78$0.33
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.5$0.00$16.5$0.65
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.5$0.00$14.5$0.47
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.5$0.01$13.5$0.39
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 31, 2026
Return Version
2024v5.5
Gross Receipts
$50,647,902
Mission and Program Overview

Mission

To further the scientific, literary, educational and charitable purposes of california state university, monterey bay, including fundraising, development, endowment management, financial assistance, public relations and other support.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$46,150,600$59,655,121▲ $13,504,521
Investments in Publicly Traded Securities$42,833,862$55,246,948▲ $12,413,086
Savings and Temporary Cash Investments$2,832,100$4,170,718▲ $1,338,618
Pledges and Grants Receivable$360,430$307,072▼ $53,358
Accounts Receivable$186,592$114,469▼ $72,123
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$46,212,984$59,839,207▲ $13,626,223
Liabilities
Other Liabilities$41,398$142,374▲ $100,976
Accounts Payable and Accrued Expenses$20,986$41,712▲ $20,726
Total Liabilities$62,384$184,086▲ $121,702
Net Assets / Fund Balance
Total Net Assets Fund Balance$46,150,600$59,655,121▲ $13,504,521
Total Liabilities and Net Assets / Fund Balance$46,212,984$59,839,207▲ $13,626,223

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$43,462,117$9,773,871▲ $4,417,554-$56,411,466
2023$35,477,555$4,584,215▲ $4,655,940-$43,462,117
2022$32,208,910$1,011,396▲ $3,254,023-$35,477,555
2021$35,272,665$1,521,989▼ $3,372,201-$32,208,910
2020$27,497,544$895,094▲ $7,814,190-$35,272,665
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleOtherTotal
Andrew NinoStudent Director$3,480$3,480

Board Members and Trustees

NameTitle
Greg GonzalezChair
Arlene HaffaDirector
Caroline MacdonaldDirector
Debbie SoberDirector
Ian N OglesbyDirector
Jonathan MerrillDirector
Rachel MolatoreDirector
Robert BehlDirector
Sandor NagyDirector
Stephanie CorgelDirector
Steve KellerDirector
Susan LansburyDirector
Vanya QuinonesDirector (ex Officio)
Alan L FisherDirector (ex Officio, Part Year)
Michael LaplanteCEO (ex Officio) - Beg. 6/1/25
Gordon McdougallCEO (part Year) - 1/1 to 5/31/25
Cydney CramptonSecretary
Martha Lynn PhdSecretary (part Year)
Revenue and Support

Revenue Composition

Contributions and Grants
$10,686,516
Program Service Revenue
$0
Investment Income
$2,745,665
Other Revenue
$2,000
All Other Contributions
$10,326,516
Change in Net Assets
$11,321,052

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,434,181
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$2,536,495
Total Revenue per Audited Statements
$15,970,676
Total Revenue per Form 990
$13,434,181
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,512,449
Other Expenses$600,680
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,512,449--$1,512,449
Fees for Service Investment Mgmnt Fees$146,030--$146,030
Other Expenses$69,317$50,721-$50,721
Travel-$22,332-$22,332
Fees for Services Accounting-$19,281-$19,281
Fees for Services Legal-$17,191-$17,191
Office Expenses-$10,100-$10,100
Occupancy-$7,678-$7,678
Conferences and Meetings-$2,989-$2,989
Total Functional Expenses$1,727,796$385,333$0$2,113,129

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,466,155
Expenses per Audited Statements$2,113,129
Total Expenses per Form 990$2,113,129
Expenses Not Reported on Form 990$353,026
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
California State University Monterey BaySeaside, CA115Scholarships$1,247,513
University Corporation at Monterey BaySeaside, CA501(c)(3)Scholarships$240,149
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to University$137,808
Other Liabilities$3,501
Due to Corporation$1,065
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 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
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 the university corporation at monterey bay 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

“Ex officio directors of the foundation are appointed by virtue of the offices they hold with the university. The foundation's nominating committee is responsible for identification and recruitment of all new 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, as authorized by the board, will review and approve the 990 before it is filed.”

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 C, Line 19

“Governing documents, policies and financial information are made available to the public upon request and via the foundation website.”

Form 990, Part VII, Section A

“Board directors received compensation from related organizations for job duties unrelated to board responsibilities.”

Form 990, Part VI, Section B, Line 13

“The foundation does not have employees; however, persons employed by university corporation at monterey bay and calfornia state university, monterey bay perform work on behalf of the foundation and follow their respective whistleblower policies.”

Filing and Contact Details

Filer

Filer Name
Foundation of California State
EIN
80-0494808
Phone
8315823395
Address
100 CAMPUS CENTER, SEASIDE, CA 93955

Signing Officer

Name
Sherry Baggett
Title
Controller
Phone
8315823395
Signed
2026-01-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Laplante
Formed
2009
Legal Domicile
CA
Voting Board Members
16
Independent Board Members
12
Employees
0
Volunteers
12

Preparer

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

Additional Explanations

FORM 990, PART XII, LINE 2C (NO CHANGE):

“The audit committee has oversight of the audit and recommends auditor selection to the board.”

Financial Statement Notes

PART X, LINE 2:

“The foundation of california state university, monterey bay is not subject to fin 48 disclosure requirements under gasb.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Endowment management fee 353,026.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Endowment management fee 353,026.”

Raw XML AppendixShowing 400 of 719 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/PersonNm9STEVE KELLER
IRS990/Form990PartVIISectionAGrp/PersonNm10SUSAN LANSBURY
IRS990/Form990PartVIISectionAGrp/PersonNm11CAROLINE MACDONALD
IRS990/Form990PartVIISectionAGrp/PersonNm12JONATHAN MERRILL
IRS990/Form990PartVIISectionAGrp/PersonNm13RACHEL MOLATORE
IRS990/Form990PartVIISectionAGrp/PersonNm14SANDOR NAGY
IRS990/Form990PartVIISectionAGrp/PersonNm15ANDREW NINO
IRS990/Form990PartVIISectionAGrp/PersonNm16IAN N OGLESBY
IRS990/Form990PartVIISectionAGrp/PersonNm17VANYA QUINONES
IRS990/Form990PartVIISectionAGrp/PersonNm18DEBBIE SOBER
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/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt7249788
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt8151281
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt153480
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt17370000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0CEO (EX OFFICIO) - BEG. 6/1/25
IRS990/Form990PartVIISectionAGrp/TitleTxt1CEO (PART YEAR) - 1/1 TO 5/31/25
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY (PART YEAR)
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR (EX OFFICIO, PART YEAR)
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15STUDENT DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR (EX OFFICIO)
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
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IRS990/Form990TFiledInd01
IRS990/FormationYr02009
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01159024
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantAmt01512449
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01512449
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01512449
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt038372745
IRS990/GrossReceiptsAmt050647902
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt01441126
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01586641
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0145515
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt042833862
IRS990/InvestmentsPubTradedSecGrp/EOYAmt055246948
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt037213721
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO FURTHER THE SCIENTIFIC, LITERARY, EDUCATIONAL AND CHARITABLE PURPOSES OF CALIFORNIA STATE UNIVERSITY, MONTEREY BAY, INCLUDING FUNDRAISING, DEVELOPMENT, ENDOWMENT MANAGEMENT, FINANCIAL ASSISTANCE, PUBLIC RELATIONS AND OTHER SUPPORT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt046150600
IRS990/NetAssetsOrFundBalancesEOYAmt059655121
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01159024
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01159024
IRS990/NetUnrelatedBusTxblIncmAmt0139296
IRS990/NetUnrlzdGainsLossesInvstAmt02183469
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt07678
IRS990/OccupancyGrp/TotalAmt07678
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt010100
IRS990/OfficeExpensesGrp/TotalAmt010100
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0CONTRACT SERVICES
IRS990/OtherExpensesGrp/Desc1INDIRECT EXPENSES
IRS990/OtherExpensesGrp/Desc2CONSULTING FEES
IRS990/OtherExpensesGrp/Desc3TAXES AND ASSESSMENTS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0144785
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1110256
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt250721
IRS990/OtherExpensesGrp/ProgramServicesAmt069317
IRS990/OtherExpensesGrp/TotalAmt0144785
IRS990/OtherExpensesGrp/TotalAmt1110256
IRS990/OtherExpensesGrp/TotalAmt269317
IRS990/OtherExpensesGrp/TotalAmt350721
IRS990/OtherLiabilitiesGrp/BOYAmt041398
IRS990/OtherLiabilitiesGrp/EOYAmt0142374
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER OPERATING REVENUES
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02000
IRS990/OtherRevenueTotalAmt02000
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0360430
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0307072
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MICHAEL LAPLANTE
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt05666747
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01875499
IRS990/PYInvestmentIncomeAmt02205399
IRS990/PYOtherExpensesAmt0540164
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt05456483
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt02415663
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07872146
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt011321052
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt0360000
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02000
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt046150600
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt059655121
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02832100
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04170718
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0DESCRIPTION: BEQUEST FROM TRUST DATE: 01/16/25 AMOUNT: 9200000.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01486516
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05666747
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01675342
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01959300
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01122895
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt011910800
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01441126
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01372152
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01274859
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01289400
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01139757
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt06517294
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.42110
IRS990ScheduleA/PublicSupportPY170Pct00.65820
IRS990ScheduleA/PublicSupportTotal170Amt08013484
IRS990ScheduleA/SubstantialContributorsTotAmt03897316
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01486516
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt05666747
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01675342
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01959300
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01122895
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt011910800
IRS990ScheduleA/TotalSupportAmt019029366
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt0145515
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt0160607
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt0100829
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt0118623
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt075698
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt0601272
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.16760
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt043462117
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt09773871
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt056411466
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt01242076
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt04417554
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt035477555
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt04584215
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt043462117
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt01255593
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04655940
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt032208910
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt01011396
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt035477555
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0996774
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt03254023
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt035272665

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