Civic Intelligence

California Alumni Association

990 • Fiscal year 2017 • EIN 94-1007751

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 12, 2018

1 Alumni House Uc BerkeleyBerkeley, CA 94720

(510) 900-8225

Siviq Scores

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

Liabilities / Assets

54th percentile

0.30x

Higher debt load relative to assets than 54% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

71st percentile

0.73x

Higher debt load relative to revenue than 71% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Net Margin

29th percentile

-1.1%

Higher net margin than 29% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

49th percentile

$239,814

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Asset Growth

39th percentile

2.3%

Faster asset growth than 39% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

72nd percentile

16%

Faster revenue growth than 72% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Assets

Up

$37,732,310

Up $836,899 (+2.3%) from 2016

Net Assets

Up

$26,579,612

Up $2,227,276 (+9.1%) from 2016

Liabilities

Down

$11,152,698

Down $1,390,377 (-11%) from 2016

Revenue

Up

$15,259,088

Up $2,082,158 (+16%) from 2016

Expenses

Up

$15,421,378

Up $2,288,906 (+17%) from 2016

Net Income

Down

-$162,290

Down $206,748 (-465%) from 2016

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2010: $38,251,177Liabilities 2010: $13,768,311Net Assets 2010: $24,482,8662010Assets 2011: $36,474,442Liabilities 2011: $15,500,839Net Assets 2011: $20,973,6032011Assets 2012: $36,949,606Liabilities 2012: $15,121,315Net Assets 2012: $21,828,2912012Assets 2013: $38,703,124Liabilities 2013: $13,521,624Net Assets 2013: $25,181,5002013Assets 2014: $37,287,191Liabilities 2014: $13,051,633Net Assets 2014: $24,235,5582014Assets 2015: $36,028,485Liabilities 2015: $12,256,680Net Assets 2015: $23,771,8052015Assets 2016: $36,895,411Liabilities 2016: $12,543,075Net Assets 2016: $24,352,3362016Assets 2017: $37,732,310Liabilities 2017: $11,152,698Net Assets 2017: $26,579,6122017Assets 2018: $36,063,493Liabilities 2018: $11,558,525Net Assets 2018: $24,504,9682018Assets 2019: $40,813,758Liabilities 2019: $10,832,675Net Assets 2019: $29,981,0832019Assets 2020: $38,942,487Liabilities 2020: $11,460,707Net Assets 2020: $27,481,7802020Assets 2021: $38,249,351Liabilities 2021: $10,349,819Net Assets 2021: $27,899,5322021Assets 2022: $30,770,344Liabilities 2022: $8,927,828Net Assets 2022: $21,842,5162022Assets 2023: $32,071,330Liabilities 2023: $8,313,330Net Assets 2023: $23,758,0002023Assets 2024: $32,119,257Liabilities 2024: $7,626,445Net Assets 2024: $24,492,8122024

Highlighted filing

2017

Assets$37,732,310
Liabilities$11,152,698
Net Assets$26,579,612

Operations Trend

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

$20M$10M$0-$10MExpenses 2010: $12,204,3462010Expenses 2011: $13,258,4722011Revenue 2012: $12,389,363Expenses 2012: $12,791,077Net Income 2012: -$401,7142012Revenue 2013: $13,034,330Expenses 2013: $13,582,078Net Income 2013: -$547,7482013Revenue 2014: $13,482,718Expenses 2014: $13,957,314Net Income 2014: -$474,5962014Revenue 2015: $13,725,519Expenses 2015: $12,592,938Net Income 2015: $1,132,5812015Revenue 2016: $13,176,930Expenses 2016: $13,132,472Net Income 2016: $44,4582016Revenue 2017: $15,259,088Expenses 2017: $15,421,378Net Income 2017: -$162,2902017Revenue 2018: $16,236,619Expenses 2018: $16,077,199Net Income 2018: $159,4202018Revenue 2019: $17,617,972Expenses 2019: $16,146,767Net Income 2019: $1,471,2052019Revenue 2020: $3,386,825Expenses 2020: $11,760,847Net Income 2020: -$8,374,0222020Revenue 2021: $14,037,142Expenses 2021: $12,931,960Net Income 2021: $1,105,1822021Revenue 2022: $13,210,378Expenses 2022: $14,930,073Net Income 2022: -$1,719,6952022Revenue 2023: $16,449,488Expenses 2023: $15,003,780Net Income 2023: $1,445,7082023Revenue 2024: $16,746,456Expenses 2024: $16,240,247Net Income 2024: $506,2092024

Highlighted filing

2017

Revenue$15,259,088
Expenses$15,421,378
Net Income-$162,290
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 12, 2018
Return Version
2017v2.3
Gross Receipts
$17,541,211
Mission and Program Overview

Mission

Our mission is to advance and promote the interests of the university of california, berkeley by connecting alumni with each other and our alma mater. We inform, engage, and inspire alumni to support the university by: (1) participating and volunteering in university and alumni activities; (2) acting as ambassadors and advocates on behalf of the university; and (3) giving to the university.

To promote the welfare of university of california alumni through educational activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$13,671,763$15,286,457▲ $1,614,694
Land, Buildings, and Equipment, Net$12,167,303$11,643,022▼ $524,281
Investments Other Securities$8,320,458$8,649,088▲ $328,630
Cash and Non-Interest-Bearing Accounts$516,162$758,986▲ $242,824
Savings and Temporary Cash Investments$1,010,491$746,052▼ $264,439
Accounts Receivable$363,093$435,677▲ $72,584
Prepaid Expenses and Deferred Charges$516,450$147,855▼ $368,595
Inventories for Sale or Use$33,238$33,418▲ $180
Pledges and Grants Receivable$15,000$15,000→ $0
Intangible Assets$7,917$6,917▼ $1,000
Total Assets$36,631,713$37,732,310▲ $1,100,597
Other Assets Total$9,838$9,838→ $0
Liabilities
Tax Exempt Bond Liabilities$6,401,302$6,180,952▼ $220,350
Other Liabilities$2,406,672$1,977,107▼ $429,565
Deferred Revenue$2,580,075$1,952,480▼ $627,595
Accounts Payable and Accrued Expenses$691,707$852,562▲ $160,855
Escrow Account Liability$199,621$189,597▼ $10,024
Total Liabilities$12,279,377$11,152,698▼ $1,126,679
Net Assets / Fund Balance
Unrestricted Net Assets$17,287,098$18,733,953▲ $1,446,855
Temporarily Rstr Net Assets$5,889,260$6,669,681▲ $780,421
Permanently Rstr Net Assets$1,175,978$1,175,978→ $0
Total Net Assets Fund Balance$24,352,336$26,579,612▲ $2,227,276
Total Liabilities and Net Assets / Fund Balance$36,631,713$37,732,310▲ $1,100,597

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$8,859,351$4,362,979$13,222,330
Leasehold Improvements$2,465,630$3,204,581$5,670,211
Equipment$276,432$1,405,436$1,681,868
Other Land Buildings$41,609$461,462$503,071
Other Securities$1,766,432--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$1,635,265-▲ $236,945$14,488$1,857,722
2016$1,560,274-▲ $88,104$13,113$1,635,265
2015$1,425,274$100,000▲ $47,351$12,351$1,560,274
2014$1,433,408-▲ $62,002$70,136$1,425,274
2013$1,249,826-▲ $186,831$3,249$1,433,408
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Clothilde HewlettExecutive Director/secretary-treas.FT$204,314$35,500$239,814
Susan CrumplerChief Operating OfficerFT$166,451$20,422$186,873
Matthew TerwilligerChief Revenue OfficerFT$154,083$26,825$180,908
Wendy MillerEditor-in-chiefFT$100,211$20,023$120,234
Sherry JacobsControllerFT$88,863$25,348$114,211
Mike YaleyGeneral ManagerFT$103,018$8,034$111,052

Board Members and Trustees

NameTitle
Eric MartPresident
Jason MorimotoPresident Through 6/2017
Amanda PouchotVice President
Ernie BumatayVice President Through 6/2017
Amy ShinVice President-finance
Greg GinsburgVice President-finance Through 6/2017
Alexander RandolphDirector
Brandon BerookhimDirector
Carol LiuDirector
Catherine Lynch MckeeDirector
Danielle SilveiraDirector
Demetrios BoutrisDirector
Diane DwyerDirector
Dionicia Ramos LedesmaDirector
Esperanza VielmaDirector
Gary SlavitDirector
Joy KovaleskiDirector
Prentice TomDirector
Rehan Ryan WalianyDirector
Sangeeta ChakrabortyDirector
Virg CristobalDirector
Michael PhamDirector Through 6/2017
Nicole JonesDirector Through 6/2017
Raphael HaasDirector Through 6/2017
Ted BartlettDirector Through 6/2017

Highest Paid Contractors

ContractorServicesLocationCompensation
Sunriver ResortResort Rental17728 ABBOT DRIVE PO BOX 3609, Sunriver, OR 97707$300,301
Quadgraphics INCPrinting ServicesPO BOX 644840, Pittsburgh, PA 15264-4840$213,865
Directline Technologies INCFundraising1600 N CARPENTER ROAD BUILDING D, Modesto, CA 95351-1145$147,030
Falck Northern California CorpMedical Services2190 SOUTH MCDOWELL BLVD, Petaluma, CA 94954$135,442
First Class Plus LLCMailing Services214 RYAN WAY, S San Francisco, CA 94080-6308$118,092
Revenue and Support

Revenue Composition

Contributions and Grants
$3,129,380
Program Service Revenue
$9,019,477
Investment Income
$1,570,314
Other Revenue
$1,539,917
All Other Contributions
$1,589,471
Change in Net Assets
$-162,290

Audited Revenue Reconciliation

Revenue per Audited Statements
$15,100,996
Revenue Not Reported on Financial Statements
$158,092
Revenue Not Reported on Form 990
$2,098,416
Other Revenue Adjustments
$-6,223
Total Revenue per Audited Statements
$17,199,412
Total Revenue per Form 990
$15,259,088
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,114,911
Salaries, Compensation, and Employee Benefits$6,832,437
Total Fundraising Expense$550,750
Grants and Similar Amounts Paid$375,000
Professional Fundraising Fees$99,030

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,748,910$669,664$243,069$4,661,643
Fees for Services Other$951,301$375,903$4,543$1,331,747
Other Employee Benefits$734,065$174,410$42,233$950,708
Occupancy$516,396$269,012$1,042$786,450
Depreciation Depletion$735,118--$735,118
Current Officers, Directors, Trustees, and Key Employees-$721,806-$721,806
All Other Expenses$544,030$55,152-$599,182
Payroll Taxes$277,313$85,596$18,241$381,150
Grants to Domestic Individuals$375,000--$375,000
Insurance$165,416--$165,416
Fees for Service Investment Mgmnt Fees-$164,315-$164,315
Travel$98,577$28,548$20,341$147,466
Pension Plan Contributions$71,791$39,741$5,598$117,130
Office Expenses$37,013$67,910$1,436$106,359
Fees for Services Professional Fundraising--$99,030$99,030
Advertising$43,450$5,300$32$48,782
Other Expenses$213,262$43,148$625$43,148
Information Technology$8,970$29,823-$38,793
Conferences and Meetings$14,921$10,980$3,020$28,921
Fees for Services Legal-$18,000-$18,000
Interest-$4,940-$4,940
Total Functional Expenses$12,002,604$2,868,024$550,750$15,421,378

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$15,421,378
Total Expenses per Audited Statements$15,263,286
Expenses per Audited Statements$15,257,063
Expenses Not Reported on Financial Statements$164,315
Expenses Not Reported on Form 990$6,223
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$99,030
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Derivative Financial Instrument Liability$1,043,326
Liability for Pension Benefits$924,555
Deferred Rent$9,226

Bond Issues

BondIssuerIssuedIssue PricePurpose
AAbag Finance Authority for Non-profit Organizations2004-12-21$8,300,000Construction of summer camp facility

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$8,300,000-$1,870,000$207,049

Bond Financing Compliance

No rebate due
Yes
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
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
Yes
Other officer compensation reviewed
Yes
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 6

The organization has four classifications of members: 1. Annual members 2. Life members 3. Affiliated members 4. Honorary members the voting power and privilege of holding office in this corporation shall vest exclusively in annual members and life members.

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

New members of the board of directors are nominated by the nominating committee of the board of directors. Announcements of such nominations are made in the next issue of california magazine. Any group of 100 members of the organization in good standing may, by written petition, nominate a full or partial ticket if said written petition is filed with the secretary-treasurer within a period of 30 days after the published report of the nominating committee. If no such petition has been filed with the secretary-tresurer, then the nominees of the nominating committee, as approved by the board, shall be declared duly elected. If such petition is filed, then an election by written ballot shall be held for the contested position or positions.

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

Fixing or changing the number of directors or officers may not be adopted, amended, or repealed without the vote or written assent of a majority of the members of the corporation, or the majority vote of the members present at a meeting of the members.

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

The form 990 is prepared by an independent accountant in conjunction with the organization's finance and accounting staff. A draft form 990 is reviewed by the organization's cfo and controller; any adjustments are made, as necessary. The form 990 is then reviewed with the audit committee of the board of directors prior to filing with the internal revenue service.

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

All board members, officers, and key employees are required to complete a conflict of interest annually. In addition, a vendor check is done annually to capture any potential conflict of interest. In the event a conflict of interest exists, the persons involved are required to recuse themselves from making any decision on the matter.

Form 990, Part VI, Section B, Line 15

Compensation of the executive director and senior management team members is reviewed and approved by the compensation committee. The committee uses compensation surveys, studies, and/or form 990 information from other organizations in making their decision. Substantiation of the deliberation and decision is documented in the committee meeting minutes.

Form 990, Part VI, Section C, Line 19

Conflict of interest policy is available upon request and on the organization website. Audited financial statements and governing documents are available upon request in both hard copy and digital form.

Filing and Contact Details

Filer

Filer Name
California Alumni Association
EIN
94-1007751
Phone
5109008225
Address
1 ALUMNI HOUSE UC BERKELEY, BERKELEY, CA 94720

Signing Officer

Name
Ann Truong
Title
CFO and Controller
Phone
5109008225
Signed
2018-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Clothilde Hewlett
Formed
1872
Legal Domicile
CA
Voting Board Members
18
Independent Board Members
18
Employees
319
Volunteers
1,032

Preparer

Firm
Moss Adams Llp
Address
101 SECOND STREET SUITE 900, SAN FRANCISCO, CA 94105
Preparer
Michael Lumsden
Phone
4159561500
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Changes in pension liability 291,150.

Financial Statement Notes

PART IV, LINE 2B:

The california alumni association is the custodial agent of funds for campus groups and alumni chapters. The organization is obligated to hold the funds in their bank account for distribution upon request.

PART V, LINE 4:

The association's endowment funds consist of funds whose corpus is to remain intact, and include those assets of donor-restricted funds that the association must hold in perpetuity or for a donor-specified term. The income from the endowment funds are expended to support program services or supporting services, in alignment with the association's endowment spending policy. The 2013 and 2014 endowment balances are restated to agree with the audited financial statements.

PART X, LINE 2:

The association is a qualified organization exempt from federal and california income taxes under the provisions of internal revenue code ("irc") section 509(a)(2) as an organization described under section 501(c)(3) and section 23701d of the california revenue and taxation code. However, income from certain activities not directly related to the association's tax-exempt purpose may be subject to taxation as unrelated business income. The association follows the guidance for uncertain tax positions and reviews and assesses tax positions taken and expected to be taken against the more-likely-than-not recognition threshold and measurement attributes for financial statement recognition. Management has concluded there are no uncertain tax positions as of december 31, 2017 and 2016.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Loss on sale of assets -6,223.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Loss on sale of assets 6,223.

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IRS990/Desc0THE ASSOCIATION OWNS AND OPERATES FAMILY CAMP SITES AND A CABIN RESORT CALLED LAIR OF THE GOLDEN BEAR AND THE PINECREST CHALET, RESPECTIVELY. THE CAMP SITES AND CABIN RESORT ARE LOCATED IN THE STANISLAUS NATIONAL FOREST IN PINECREST, CA. THESE FACILITIES PROVIDE REASONABLY PRICED SUMMER CAMPING VACATIONS TO ASSOCIATION MEMBERS, FRIENDS, AND FAMILY. ADDITIONALLY, SPECIAL GROUPS AND EVENTS ARE BOOKED BEFORE AND AFTER SUMMER FAMILY CAMP SESSIONS. A TOTAL OF APPROXIMATELY 10,000 INDIVIDUALS ENJOY THESE FACILITIES ON AN ANNUAL BASIS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt0319
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountInd00
IRS990/EscrowAccountLiabilityGrp/BOYAmt0199621
IRS990/EscrowAccountLiabilityGrp/EOYAmt0189597
IRS990/ExpenseAmt05003856
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt018000
IRS990/FeesForServicesLegalGrp/TotalAmt018000
IRS990/FeesForServicesOtherGrp/FundraisingAmt04543
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0375903
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0951301
IRS990/FeesForServicesOtherGrp/TotalAmt01331747
IRS990/FeesForServicesProfFundraising/FundraisingAmt099030
IRS990/FeesForServicesProfFundraising/TotalAmt099030
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0164315
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0164315
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt191.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt201.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt211.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt221.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt231.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt241.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2537.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2637.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2737.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2837.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2937.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3037.50
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
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/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd1X
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/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
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/OtherCompensationAmt2529148
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2625348
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2726645
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2820008
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2920023
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt308034
IRS990/Form990PartVIISectionAGrp/PersonNm0ERIC MART
IRS990/Form990PartVIISectionAGrp/PersonNm1JASON MORIMOTO
IRS990/Form990PartVIISectionAGrp/PersonNm2AMANDA POUCHOT
IRS990/Form990PartVIISectionAGrp/PersonNm3ERNIE BUMATAY
IRS990/Form990PartVIISectionAGrp/PersonNm4AMY SHIN
IRS990/Form990PartVIISectionAGrp/PersonNm5GREG GINSBURG
IRS990/Form990PartVIISectionAGrp/PersonNm6TED BARTLETT
IRS990/Form990PartVIISectionAGrp/PersonNm7BRANDON BEROOKHIM
IRS990/Form990PartVIISectionAGrp/PersonNm8DEMETRIOS BOUTRIS
IRS990/Form990PartVIISectionAGrp/PersonNm9SANGEETA CHAKRABORTY
IRS990/Form990PartVIISectionAGrp/PersonNm10VIRG CRISTOBAL
IRS990/Form990PartVIISectionAGrp/PersonNm11DIANE DWYER
IRS990/Form990PartVIISectionAGrp/PersonNm12RAPHAEL HAAS
IRS990/Form990PartVIISectionAGrp/PersonNm13NICOLE JONES
IRS990/Form990PartVIISectionAGrp/PersonNm14JOY KOVALESKI
IRS990/Form990PartVIISectionAGrp/PersonNm15CAROL LIU
IRS990/Form990PartVIISectionAGrp/PersonNm16CATHERINE LYNCH MCKEE
IRS990/Form990PartVIISectionAGrp/PersonNm17MICHAEL PHAM
IRS990/Form990PartVIISectionAGrp/PersonNm18DIONICIA RAMOS LEDESMA
IRS990/Form990PartVIISectionAGrp/PersonNm19ALEXANDER RANDOLPH
IRS990/Form990PartVIISectionAGrp/PersonNm20DANIELLE SILVEIRA
IRS990/Form990PartVIISectionAGrp/PersonNm21GARY SLAVIT
IRS990/Form990PartVIISectionAGrp/PersonNm22PRENTICE TOM
IRS990/Form990PartVIISectionAGrp/PersonNm23ESPERANZA VIELMA
IRS990/Form990PartVIISectionAGrp/PersonNm24REHAN RYAN WALIANY
IRS990/Form990PartVIISectionAGrp/PersonNm25CLOTHILDE HEWLETT
IRS990/Form990PartVIISectionAGrp/PersonNm26SHERRY JACOBS
IRS990/Form990PartVIISectionAGrp/PersonNm27MATTHEW TERWILLIGER
IRS990/Form990PartVIISectionAGrp/PersonNm28SUSAN CRUMPLER
IRS990/Form990PartVIISectionAGrp/PersonNm29WENDY MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm30MIKE YALEY
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/ReportableCompFromOrgAmt25210666
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2688863
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt27154263
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt28166865
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt29100211
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30103018
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
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/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT THROUGH 6/2017
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT THROUGH 6/2017
IRS990/Form990PartVIISectionAGrp/TitleTxt4VICE PRESIDENT-FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt5VICE PRESIDENT-FINANCE THROUGH 6/2017
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR THROUGH 6/2017
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR THROUGH 6/2017
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR THROUGH 6/2017
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR THROUGH 6/2017
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25EXECUTIVE DIRECTOR/SECRETARY-TREAS.
IRS990/Form990PartVIISectionAGrp/TitleTxt26CONTROLLER
IRS990/Form990PartVIISectionAGrp/TitleTxt27CHIEF REVENUE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt28CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt29EDITOR-IN-CHIEF
IRS990/Form990PartVIISectionAGrp/TitleTxt30GENERAL MANAGER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01872
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-6223
IRS990/GainOrLossGrp/SecuritiesAmt0986518
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GrantAmt00
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0375000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0375000
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03262418
IRS990/GrossReceiptsAmt017541211
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt05
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt029823
IRS990/InformationTechnologyGrp/ProgramServicesAmt08970
IRS990/InformationTechnologyGrp/TotalAmt038793
IRS990/InsuranceGrp/ProgramServicesAmt0165416
IRS990/InsuranceGrp/TotalAmt0165416
IRS990/IntangibleAssetsGrp/BOYAmt07917
IRS990/IntangibleAssetsGrp/EOYAmt06917
IRS990/InterestGrp/ManagementAndGeneralAmt04940
IRS990/InterestGrp/TotalAmt04940
IRS990/InventoriesForSaleOrUseGrp/BOYAmt033238
IRS990/InventoriesForSaleOrUseGrp/EOYAmt033418
IRS990/InvestmentIncomeGrp/ExclusionAmt0590019
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0590019
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt08320458
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt08649088
IRS990/InvestmentsPubTradedSecGrp/BOYAmt013671763
IRS990/InvestmentsPubTradedSecGrp/EOYAmt015286457
IRS990/InvestTaxExemptBondsInd00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.1$7.63$24.5$16.7$16.2$0.51
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.1$8.31$23.8$16.4$15.0$1.45
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.8$8.93$21.8$13.2$14.9$1.72
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.2$10.3$27.9$14.0$12.9$1.11
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.9$11.5$27.5$3.39$11.8$8.37
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$40.8$10.8$30.0$17.6$16.1$1.47
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.1$11.6$24.5$16.2$16.1$0.16
2017Detailed filing. Detailed filing data is available for this year.$37.7$11.2$26.6$15.3$15.4$0.16
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.9$12.5$24.4$13.2$13.1$0.04
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$36.0$12.3$23.8$13.7$12.6$1.13
2014Detailed filing. Detailed filing data is available for this year.$37.3$13.1$24.2$13.5$14.0$0.47
2013Detailed filing. Detailed filing data is available for this year.$38.7$13.5$25.2$13.0$13.6$0.55
2012Summary only. Only limited summary data is available for this year.$36.9$15.1$21.8$12.4$12.8$0.40
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.5$15.5$21.0$13.3
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.3$13.8$24.5$12.2