Civic Intelligence

The University Foundation at Sacramento State

990 • Fiscal year 2017 • EIN 94-3001359

Jul 01, 2016 to Jun 30, 2017 • Filed on Feb 19, 2018

6000 J StreetSacramento, CA 95819-6063

(916) 278-7326

Siviq Scores

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

Liabilities / Assets

12th percentile

0.02x

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

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

12th percentile

0.07x

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

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Net Margin

96th percentile

76%

Higher net margin than 96% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

67th percentile

$474,786

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 3.0% of source-year revenue.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Asset Growth

90th percentile

28%

Faster asset growth than 90% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

90th percentile

66%

Faster revenue growth than 90% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Assets

Up

$59,137,669

Up $12,849,891 (+28%) from 2016

Net Assets

Up

$58,068,629

Up $12,909,970 (+29%) from 2016

Liabilities

Down

$1,069,040

Down $60,079 (-5.3%) from 2016

Revenue

Up

$15,636,378

Up $6,204,911 (+66%) from 2016

Expenses

Up

$3,793,668

Up $174,613 (+4.8%) from 2016

Net Income

Up

$11,842,710

Up $6,030,298 (+104%) from 2016

Historical Trend

Balance Sheet Trend

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

$150M$100M$50M$0Assets 2010: $29,878,083Liabilities 2010: $8,265,170Net Assets 2010: $21,612,9132010Assets 2011: $33,368,544Liabilities 2011: $8,462,978Net Assets 2011: $24,905,5662011Assets 2012: $33,997,839Liabilities 2012: $6,054,974Net Assets 2012: $27,942,8652012Assets 2013: $37,279,666Liabilities 2013: $6,138,879Net Assets 2013: $31,140,7872013Assets 2014: $43,245,668Liabilities 2014: $5,787,118Net Assets 2014: $37,458,5502014Assets 2015: $39,331,923Liabilities 2015: $314,731Net Assets 2015: $39,017,1922015Assets 2016: $46,287,778Liabilities 2016: $1,129,119Net Assets 2016: $45,158,6592016Assets 2017: $59,137,669Liabilities 2017: $1,069,040Net Assets 2017: $58,068,6292017Assets 2018: $67,342,867Liabilities 2018: $1,733,068Net Assets 2018: $65,609,7992018Assets 2019: $70,427,017Liabilities 2019: $1,739,777Net Assets 2019: $68,687,2402019Assets 2020: $76,146,918Liabilities 2020: $535,511Net Assets 2020: $75,611,4072020Assets 2021: $101,986,550Liabilities 2021: $529,864Net Assets 2021: $101,456,6862021Assets 2022: $93,463,770Liabilities 2022: $473,023Net Assets 2022: $92,990,7472022Assets 2023: $109,503,816Liabilities 2023: $546,316Net Assets 2023: $108,957,5002023Assets 2024: $127,817,878Liabilities 2024: $973,544Net Assets 2024: $126,844,3342024Assets 2025: $146,251,337Liabilities 2025: $881,117Net Assets 2025: $145,370,2202025

Highlighted filing

2017

Assets$59,137,669
Liabilities$1,069,040
Net Assets$58,068,629

Operations Trend

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

$30M$20M$10M$0Expenses 2010: $3,036,6892010Revenue 2011: $3,192,913Expenses 2011: $2,837,534Net Income 2011: $355,3792011Revenue 2012: $6,200,514Expenses 2012: $2,581,970Net Income 2012: $3,618,5442012Expenses 2013: $2,212,7442013Revenue 2014: $7,682,499Expenses 2014: $3,145,495Net Income 2014: $4,537,0042014Revenue 2015: $4,976,598Expenses 2015: $3,188,139Net Income 2015: $1,788,4592015Revenue 2016: $9,431,467Expenses 2016: $3,619,055Net Income 2016: $5,812,4122016Revenue 2017: $15,636,378Expenses 2017: $3,793,668Net Income 2017: $11,842,7102017Revenue 2018: $11,010,571Expenses 2018: $4,287,060Net Income 2018: $6,723,5112018Revenue 2019: $10,019,893Expenses 2019: $7,656,992Net Income 2019: $2,362,9012019Revenue 2020: $14,061,610Expenses 2020: $9,905,698Net Income 2020: $4,155,9122020Revenue 2021: $14,303,493Expenses 2021: $4,890,870Net Income 2021: $9,412,6232021Revenue 2022: $14,749,605Expenses 2022: $6,899,107Net Income 2022: $7,850,4982022Revenue 2023: $15,437,193Expenses 2023: $6,730,901Net Income 2023: $8,706,2922023Revenue 2024: $23,413,225Expenses 2024: $7,475,902Net Income 2024: $15,937,3232024Revenue 2025: $24,059,066Expenses 2025: $9,181,518Net Income 2025: $14,877,5482025

Highlighted filing

2017

Revenue$15,636,378
Expenses$3,793,668
Net Income$11,842,710
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Feb 19, 2018
Return Version
2016v3.0
Gross Receipts
$28,005,453
Mission and Program Overview

Mission

Raise private resources to advance the mission and priorities of the university and serve as ambassadors in the community. Provide stewardship in the prudent investment of resources and ensure the integrity of the foundation through accountability and transparency.

The University Foundation promotes philanthropy to provide a level of excellence at the University beyond what is possible through state funds.The members of the board of directors of the University Foundation Accomplish this mission by helping to raise private resources that advance the mission and priorities of the University and serving as ambassadors for philanthropy in the University community. The board provides stewardship in the prudent investment of resources, ensuring the integrity of the Foundation through accountability and transparency in its dealings.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$44,685,963$57,452,395▲ $12,766,432
Investments in Publicly Traded Securities$39,594,791$49,024,306▲ $9,429,515
Savings and Temporary Cash Investments$5,274,056$5,452,086▲ $178,030
Cash and Non-Interest-Bearing Accounts$1,186,746$4,415,940▲ $3,229,194
Cap Stk Tr Prin Current Funds$472,696$616,234▲ $143,538
Accounts Receivable$38,353$51,210▲ $12,857
Pledges and Grants Receivable$47,350$42,000▼ $5,350
Land, Buildings, and Equipment, Net$0--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$46,287,778$59,137,669▲ $12,849,891
Other Assets Total$146,482$152,127▲ $5,645
Liabilities
Other Liabilities$984,889$936,191▼ $48,698
Accounts Payable and Accrued Expenses$144,230$132,849▼ $11,381
Total Liabilities$1,129,119$1,069,040▼ $60,079
Net Assets / Fund Balance
Total Net Assets Fund Balance$45,158,659$58,068,629▲ $12,909,970
Total Liabilities and Net Assets / Fund Balance$46,287,778$59,137,669▲ $12,849,891

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$35,325,584$9,039,075▲ $3,220,523$14,663$45,839,523
2015$29,316,033$7,336,816▼ $235,895$14,291$35,325,584
2014$27,853,446$2,484,108▲ $374,848$14,161$29,316,033
2013$21,586,097$4,580,086▲ $2,940,665$11,545$27,853,446
2012$19,469,280$1,127,860▲ $2,054,169$9,481$21,586,097
Compensation and Service Providers

Board Members and Trustees

NameTitle
Tina TreisCFO, & Co-Chair, Governanc
Pam StewartChair, & Co-Chair, Donor R
David BugattoChair, Audit Committee
Bill CampbellChair, Investment Commitee
Holly TicheSecretary, & Co-Chair, Gov
Robert NelsenPresident
Alice PerezBoard Member
Cory ParishBoard Member
Garry MaiselBoard Member
Gary QuattrinBoard Member
Margot BachBoard Member
Mark DrobnyBoard Member
Rosanne ElliottBoard Member
Sonney ChongBoard Member
Craig BarthEx-Officio Member
Ming-Tung LeeEx-Officio Member
Tracy NewmanEx-Officio Member
Lisa CardozaExecutive Officer
Vince SalesExecutive Officer
Bernice Bass De MartinezFaculty Representative
Patrick DorseyStudent Representative
Revenue and Support

Revenue Composition

Contributions and Grants
$12,905,855
Program Service Revenue
$425,018
Investment Income
$2,317,098
Other Revenue
$-11,593
All Other Contributions
$12,758,666
Change in Net Assets
$11,842,710

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded7$52,809Market Value
Total Noncash Contributions7$52,809-

Audited Revenue Reconciliation

Revenue per Audited Statements
$15,636,378
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$1,217,665
Total Revenue per Audited Statements
$16,854,043
Total Revenue per Form 990
$15,636,378
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,632,198
Grants and Similar Amounts Paid$1,161,470
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,068,431--$1,068,431
Payments to Affiliates$584,882$84,831-$669,713
Conferences and Meetings$312,612$5,524-$318,136
Office Expenses$241,223$12,425-$253,648
Fees for Services Accounting-$237,318-$237,318
Travel$186,856--$186,856
Fees for Service Investment Mgmnt Fees$120,894--$120,894
Advertising$20,616$86,100-$106,716
Grants to Domestic Individuals$93,039--$93,039
All Other Expenses$28,411$22,614-$51,025
Fees for Services Other$40,116$2,600-$42,716
Other Expenses$39,659$27,791-$39,659
Information Technology$12,098$3,750-$15,848
Insurance$50$5,155-$5,205
Total Functional Expenses$3,282,985$510,683$0$3,793,668

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,944,071
Expenses per Audited Statements$3,793,668
Total Expenses per Form 990$3,793,668
Expenses Not Reported on Form 990$150,403
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
California State University SacramentoSacramento, CA115(1)Scholarships$1,067,031
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$150,404
Fundraising Gross Income$138,811
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Event: Green & Gold Ga$157,300$62,900$19,570$43,330
Fundraising Dinner:Baseball Diamond$62,207$20,168$104$20,064
Total Events$286,000$138,811$150,405$-11,594
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Funds Held in Trust for Others$936,191
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

The Foundation has its Federal 990 prepared by a certified public accounting firm, Kcoe Isom. This process includes a request for information from the Foundation, a compilation of data by the Foundation's contracted accounting function (UEI Business Services Division) as well as the Sac State Advancement Division, multiple layers of review by Kcoe Isom and review of the final return by the Foundation's contracted Accounting function (I.E. UEI Finance Director and/or controller). Review by the UEI Finance Director and/or controller consists of tying out information on the final tax return to internal financial and corporate records to ensure accuracy. The VP of University Advancement performs a higher level review for reasonableness of financial information and accuracy of corporate governance items. This review may include meetings with the UEI Finance Director and/or controller or external tax preparers as needed. The Foundation's audit committee and Board chair conduct a final review of the tax return. This review consists of checking the reasonableness of financial information and accuracy of corporate governance items. Inquiries and requests for more information are directed to the VP of advancement, the UEI Finance Director and/or Controller or the external tax preparer as needed. Prior to filing, an electronic version of the final federal Form 990 is transmitted to all voting members of the board of directors via email. The VP of University Advancement responds to any questions or comments from the Board.

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

Annual signed conflict of interest forms are collected at the first board meeting of the year.

Form 990, Part VI, Section C, line 19

The Organization will make governing documents, conflict of interest policies and financial statements available upon request.

Filing and Contact Details

Filer

Filer Name
The University Foundation at
EIN
94-3001359
Phone
9162787326
Address
6000 J Street, Sacramento, CA 95819-6063

Signing Officer

Name
Albert Frisone
Title
Executive Officer
Phone
9162787326
Signed
2018-02-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Albert Frisone
Formed
1986
Legal Domicile
CA
Voting Board Members
20
Independent Board Members
13
Employees
0
Volunteers
20

Preparer

Firm
KCoe Isom LLP
Address
3013 Ceres Avenue, Chico, CA 95973
Preparer
Christy M Norton
Phone
5308916474
Supplemental Narrative

Additional Explanations

Form 990, Part XI, line 9:

Increase in CSV of Life Insurance Policies 5,645.

Financial Statement Notes

Part V, Line 4:

The intended purpose of the University Foundation at Sacramento State's endowment funds is to benefit Sacramento State University and its students. The broad categories of support are as follows: Academic support, student services, institutional support, and student grants and scholarships.

Part XI, Line 2D - Other Adjustments:

Direct Fundraising Costs 150,405. Increase in CSV of Life Insurance Policies 5,645.

Part XII, Line 2D - Other Adjustments:

Direct Fundraising Costs 150,403.

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IRS990/Desc0The University Foundation at Sacramento State invests and distributes funds for the benefit of the University. Since its inception in 1987, the University Foundation promotes philanthropy to provide a level of excellence beyond what is possible through state funds. Led by a volunteer Board of Directors comprised of prominent professionals and business leaders, the University Foundation is the University's primary philanthropic auxiliary and is a tax-exempt 501 (c) 3 organization. The Board of Directors meets regularly to offer guidance on investments and thoroughly manage the gift funds to ensure that they can fulfill their designated purposes. The Foundation accounts for gifts and contributions to the University, ensuring that the funds are applied to the purposes for which the donor intended. Funds may be expended or endowed, per donor direction; earnings from endowed funds are generally expendable and distributed to students or programs, in accordance with specifications provided by the donor.The University Foundation at Sacramento State is dedicated to supporting student-centered programs that further the University's mission to provide an excellent education to those who aspire to expand their knowledge and prepare themselves for meaningful lives, careers and service to their community. The Foundation has supported signature University programs that have improved the lives of students and greatly expanded their educational opportunities, such as the Veterans Success Center; and Folsom Hall, including the School of Nursing's and the Department of Physical Therapy's state-of-the-art facilities and support for students through scholarships; and funds to reinforce the excellent teaching and learning opportunities for all Sacramento State students.
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1385941
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1442741
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1739734
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2057337
IRS990/Form990PartVIISectionAGrp/PersonNm0Robert Nelsen
IRS990/Form990PartVIISectionAGrp/PersonNm1Pam Stewart
IRS990/Form990PartVIISectionAGrp/PersonNm2Tina Treis
IRS990/Form990PartVIISectionAGrp/PersonNm3Bill Campbell
IRS990/Form990PartVIISectionAGrp/PersonNm4Sonney Chong
IRS990/Form990PartVIISectionAGrp/PersonNm5Mark Drobny
IRS990/Form990PartVIISectionAGrp/PersonNm6David Bugatto
IRS990/Form990PartVIISectionAGrp/PersonNm7Gary Quattrin
IRS990/Form990PartVIISectionAGrp/PersonNm8Holly Tiche
IRS990/Form990PartVIISectionAGrp/PersonNm9Alice Perez
IRS990/Form990PartVIISectionAGrp/PersonNm10Craig Barth
IRS990/Form990PartVIISectionAGrp/PersonNm11Garry Maisel
IRS990/Form990PartVIISectionAGrp/PersonNm12Vince Sales
IRS990/Form990PartVIISectionAGrp/PersonNm13Ming-Tung Lee
IRS990/Form990PartVIISectionAGrp/PersonNm14Tracy Newman
IRS990/Form990PartVIISectionAGrp/PersonNm15Margot Bach
IRS990/Form990PartVIISectionAGrp/PersonNm16Cory Parish
IRS990/Form990PartVIISectionAGrp/PersonNm17Bernice Bass De Martinez
IRS990/Form990PartVIISectionAGrp/PersonNm18Patrick Dorsey
IRS990/Form990PartVIISectionAGrp/PersonNm19Rosanne Elliott
IRS990/Form990PartVIISectionAGrp/PersonNm20Lisa Cardoza
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/ReportableCompFromRltdOrgAmt0378434
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/ReportableCompFromRltdOrgAmt10153087
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt12218315
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt13243216
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt14156330
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt17119673
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20151250
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Chair, & Co-Chair, Donor R
IRS990/Form990PartVIISectionAGrp/TitleTxt2CFO, & Co-Chair, Governanc
IRS990/Form990PartVIISectionAGrp/TitleTxt3Chair, Investment Commitee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Chair, Audit Committee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt8Secretary, & Co-Chair, Gov
IRS990/Form990PartVIISectionAGrp/TitleTxt9Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt10Ex-Officio Member
IRS990/Form990PartVIISectionAGrp/TitleTxt11Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt12Executive Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt13Ex-Officio Member
IRS990/Form990PartVIISectionAGrp/TitleTxt14Ex-Officio Member
IRS990/Form990PartVIISectionAGrp/TitleTxt15Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt16Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt17Faculty Representative
IRS990/Form990PartVIISectionAGrp/TitleTxt18Student Representative
IRS990/Form990PartVIISectionAGrp/TitleTxt19Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt20Executive Officer
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01986
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0147189
IRS990/FundraisingDirectExpensesAmt0150404
IRS990/FundraisingGrossIncomeAmt0138811
IRS990/GainOrLossGrp/SecuritiesAmt01209283
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GrantAmt01161470
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt093039
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt093039
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01068431
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01068431
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt013427954
IRS990/GrossReceiptsAmt028005453
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt03750
IRS990/InformationTechnologyGrp/ProgramServicesAmt012098
IRS990/InformationTechnologyGrp/TotalAmt015848
IRS990/InsuranceGrp/ManagementAndGeneralAmt05155
IRS990/InsuranceGrp/ProgramServicesAmt050
IRS990/InsuranceGrp/TotalAmt05205
IRS990/InvestmentIncomeGrp/ExclusionAmt01107815
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01107815
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt039594791
IRS990/InvestmentsPubTradedSecGrp/EOYAmt049024306
IRS990/IRPDocumentCnt070
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipCostOrOtherBssAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt012218671
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0The University Foundation promotes philanthropy to provide a level of excellence at the University beyond what is possible through state funds.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt045158659
IRS990/NetAssetsOrFundBalancesEOYAmt058068629
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01209283
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01209283
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-11593
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-11593
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01061615
IRS990/NoncashContributionsAmt052809
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt012425
IRS990/OfficeExpensesGrp/ProgramServicesAmt0241223
IRS990/OfficeExpensesGrp/TotalAmt0253648
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0146482
IRS990/OtherAssetsTotalGrp/EOYAmt0152127
IRS990/OtherChangesInNetAssetsAmt05645
IRS990/OtherExpensesGrp/Desc0University Projects
IRS990/OtherExpensesGrp/Desc1Miscellaneous Expense
IRS990/OtherExpensesGrp/Desc2Printing & Duplications
IRS990/OtherExpensesGrp/Desc3Charitable Remainder Un
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03882
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt118693
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt227791
IRS990/OtherExpensesGrp/ProgramServicesAmt0403727
IRS990/OtherExpensesGrp/ProgramServicesAmt1113319
IRS990/OtherExpensesGrp/ProgramServicesAmt217052
IRS990/OtherExpensesGrp/ProgramServicesAmt339659
IRS990/OtherExpensesGrp/TotalAmt0407609
IRS990/OtherExpensesGrp/TotalAmt1132012
IRS990/OtherExpensesGrp/TotalAmt244843
IRS990/OtherExpensesGrp/TotalAmt339659
IRS990/OtherLiabilitiesGrp/BOYAmt0984889
IRS990/OtherLiabilitiesGrp/EOYAmt0936191
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt084831
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt0584882
IRS990/PaymentsToAffiliatesGrp/TotalAmt0669713
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt047350
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt042000
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Albert Frisone
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0611710
IRS990/ProgramServiceRevenueGrp/Desc0University Programs
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0425018
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0425018
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt09419343
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01134941
IRS990/PYInvestmentIncomeAmt0-363810
IRS990/PYOtherExpensesAmt02484114
IRS990/PYOtherRevenueAmt0108944
IRS990/PYProgramServiceRevenueAmt0266990
IRS990/PYRevenuesLessExpensesAmt05812412
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt03619055
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt09431467
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt011842710
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0425018
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt044685963
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt057452395
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05274056
IRS990/SavingsAndTempCashInvstGrp/EOYAmt05452086
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt012905855
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt09419343
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04099608
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt06293290
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02976604
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt035694700
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01107815
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0878734
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0873097
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0597355
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0618097

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$146$0.88$145$24.1$9.18$14.9
2024Detailed filing. Detailed filing data is available for this year.$128$0.97$127$23.4$7.48$15.9
2023Detailed filing. Detailed filing data is available for this year.$110$0.55$109$15.4$6.73$8.71
2022Detailed filing. Detailed filing data is available for this year.$93.5$0.47$93.0$14.7$6.90$7.85
2021Detailed filing. Detailed filing data is available for this year.$102$0.53$101$14.3$4.89$9.41
2020Detailed filing. Detailed filing data is available for this year.$76.1$0.54$75.6$14.1$9.91$4.16
2019Detailed filing. Detailed filing data is available for this year.$70.4$1.74$68.7$10.0$7.66$2.36
2018Detailed filing. Detailed filing data is available for this year.$67.3$1.73$65.6$11.0$4.29$6.72
2017Detailed filing. Detailed filing data is available for this year.$59.1$1.07$58.1$15.6$3.79$11.8
2016Detailed filing. Detailed filing data is available for this year.$46.3$1.13$45.2$9.43$3.62$5.81
2015Detailed filing. Detailed filing data is available for this year.$39.3$0.31$39.0$4.98$3.19$1.79
2014Detailed filing. Detailed filing data is available for this year.$43.2$5.79$37.5$7.68$3.15$4.54
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.3$6.14$31.1$2.21
2012Summary only. Only limited summary data is available for this year.$34.0$6.05$27.9$6.20$2.58$3.62
2011Summary only. Only limited summary data is available for this year.$33.4$8.46$24.9$3.19$2.84$0.36
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.9$8.27$21.6$3.04