Liabilities / Assets
12th percentile
Higher debt load relative to assets than 12% of similar nonprofits.
990 • Fiscal year 2017 • EIN 94-3001359
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
12th percentile
Higher debt load relative to assets than 12% of similar nonprofits.
Liabilities / Revenue
12th percentile
Higher debt load relative to revenue than 12% of similar nonprofits.
Net Margin
96th percentile
Higher net margin than 96% of similar nonprofits.
Top Officer Pay
67th percentile
Higher top officer pay than 67% of similar nonprofits.
Top officer pay equals 3.0% of source-year revenue.
Asset Growth
90th percentile
Faster asset growth than 90% of similar nonprofits.
Revenue Growth
90th percentile
Faster revenue growth than 90% of similar nonprofits.
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
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.
| Line | Beginning | End | Change |
|---|---|---|---|
| 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 |
| Period | Beginning | Contrib. | Gain/Loss | Other Uses | End |
|---|---|---|---|---|---|
| 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 |
| Name | Title |
|---|---|
| Tina Treis | CFO, & Co-Chair, Governanc |
| Pam Stewart | Chair, & Co-Chair, Donor R |
| David Bugatto | Chair, Audit Committee |
| Bill Campbell | Chair, Investment Commitee |
| Holly Tiche | Secretary, & Co-Chair, Gov |
| Robert Nelsen | President |
| Alice Perez | Board Member |
| Cory Parish | Board Member |
| Garry Maisel | Board Member |
| Gary Quattrin | Board Member |
| Margot Bach | Board Member |
| Mark Drobny | Board Member |
| Rosanne Elliott | Board Member |
| Sonney Chong | Board Member |
| Craig Barth | Ex-Officio Member |
| Ming-Tung Lee | Ex-Officio Member |
| Tracy Newman | Ex-Officio Member |
| Lisa Cardoza | Executive Officer |
| Vince Sales | Executive Officer |
| Bernice Bass De Martinez | Faculty Representative |
| Patrick Dorsey | Student Representative |
| Contribution Type | Contribution Count | Reported Amount | Valuation Method |
|---|---|---|---|
| Securities Publicly Traded | 7 | $52,809 | Market Value |
| Total Noncash Contributions | 7 | $52,809 | - |
| Line Item | Amount |
|---|---|
| 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 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| 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 |
| Line Item | Amount |
|---|---|
| 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 |
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| California State University Sacramento | Sacramento, CA | 115(1) | Scholarships | $1,067,031 |
| Line Item | Amount |
|---|---|
| Fundraising Direct Expenses | $150,404 |
| Fundraising Gross Income | $138,811 |
| Professional Fundraising Fees | $0 |
| Event | Gross Receipts | Gross Revenue | Direct Expenses | Net 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 |
| Liability | Amount |
|---|---|
| Funds Held in Trust for Others | $936,191 |
“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.”
“Annual signed conflict of interest forms are collected at the first board meeting of the year.”
“The Organization will make governing documents, conflict of interest policies and financial statements available upon request.”
“Increase in CSV of Life Insurance Policies 5,645.”
“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.”
“Direct Fundraising Costs 150,405. Increase in CSV of Life Insurance Policies 5,645.”
“Direct Fundraising Costs 150,403.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 144230 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 132849 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 38353 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 51210 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | 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. |
| IRS990/AdvertisingGrp/ManagementAndGeneralAmt | 0 | 86100 |
| IRS990/AdvertisingGrp/ProgramServicesAmt | 0 | 20616 |
| IRS990/AdvertisingGrp/TotalAmt | 0 | 106716 |
| IRS990/AllOtherContributionsAmt | 0 | 12758666 |
| IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt | 0 | 22614 |
| IRS990/AllOtherExpensesGrp/ProgramServicesAmt | 0 | 28411 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 51025 |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | Craig Barth |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 9162787326 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 6000 J Street |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | Sacramento |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 958196063 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 472696 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 616234 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 1186746 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 4415940 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt | 0 | 5524 |
| IRS990/ConferencesMeetingsGrp/ProgramServicesAmt | 0 | 312612 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 318136 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/ContriRptFundraisingEventAmt | 0 | 147189 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 12905855 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 1161470 |
| IRS990/CYInvestmentIncomeAmt | 0 | 2317098 |
| IRS990/CYOtherExpensesAmt | 0 | 2632198 |
| IRS990/CYOtherRevenueAmt | 0 | -11593 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 425018 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 11842710 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 3793668 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 15636378 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 1 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | The 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. |
| IRS990/DescribedInSection501c3Ind | 0 | 1 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 3282985 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 237318 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 237318 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 2600 |
| IRS990/FeesForServicesOtherGrp/ProgramServicesAmt | 0 | 40116 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 42716 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt | 0 | 120894 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 120894 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 2 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 3 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 4 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 5 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 6 | 40.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 0.10 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 0.10 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 0.10 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 0.10 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 0.10 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 0.10 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 0.10 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 0.10 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 8 | 0.10 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 9 | 0.10 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 10 | 0.10 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 11 | 0.10 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 12 | 0.10 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 13 | 0.10 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 14 | 0.10 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 15 | 0.10 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 16 | 0.10 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 17 | 0.10 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 18 | 0.10 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 19 | 0.10 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 20 | 0.10 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 8 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 9 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 10 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 11 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 12 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 13 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 14 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 15 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 16 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 17 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 18 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 19 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 20 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 96352 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 10 | 62945 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 12 | 65693 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 13 | 85941 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 14 | 42741 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 17 | 39734 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 18 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 19 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 20 | 57337 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | Robert Nelsen |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | Pam Stewart |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | Tina Treis |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | Bill Campbell |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | Sonney Chong |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | Mark Drobny |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | David Bugatto |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | Gary Quattrin |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 8 | Holly Tiche |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 9 | Alice Perez |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 10 | Craig Barth |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 11 | Garry Maisel |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 12 | Vince Sales |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 13 | Ming-Tung Lee |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 14 | Tracy Newman |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 15 | Margot Bach |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 16 | Cory Parish |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 17 | Bernice Bass De Martinez |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 18 | Patrick Dorsey |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 19 | Rosanne Elliott |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 20 | Lisa Cardoza |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 10 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 12 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 13 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 14 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 17 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 18 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 19 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 20 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 378434 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 8 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 9 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 10 | 153087 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 11 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 12 | 218315 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 13 | 243216 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 14 | 156330 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 15 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 16 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 17 | 119673 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 18 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 19 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 20 | 151250 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | President |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | Chair, & Co-Chair, Donor R |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | CFO, & Co-Chair, Governanc |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | Chair, Investment Commitee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | Board Member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | Board Member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | Chair, Audit Committee |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | Board Member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 8 | Secretary, & Co-Chair, Gov |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 9 | Board Member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 10 | Ex-Officio Member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 11 | Board Member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 12 | Executive Officer |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 13 | Ex-Officio Member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 14 | Ex-Officio Member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 15 | Board Member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 16 | Board Member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 17 | Faculty Representative |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 18 | Student Representative |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 19 | Board Member |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 20 | Executive Officer |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1986 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 1 |
| IRS990/FundraisingAmt | 0 | 147189 |
| IRS990/FundraisingDirectExpensesAmt | 0 | 150404 |
| IRS990/FundraisingGrossIncomeAmt | 0 | 138811 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 1209283 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 20 |
| IRS990/GrantAmt | 0 | 1161470 |
| IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt | 0 | 93039 |
| IRS990/GrantsToDomesticIndividualsGrp/TotalAmt | 0 | 93039 |
| IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt | 0 | 1068431 |
| IRS990/GrantsToDomesticOrgsGrp/TotalAmt | 0 | 1068431 |
| IRS990/GrantsToIndividualsInd | 0 | 1 |
| IRS990/GrantsToOrganizationsInd | 0 | 1 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 13427954 |
| IRS990/GrossReceiptsAmt | 0 | 28005453 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 13 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIInd | 0 | X |
| IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt | 0 | 3750 |
| IRS990/InformationTechnologyGrp/ProgramServicesAmt | 0 | 12098 |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 15848 |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 5155 |
| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | 50 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 5205 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 1107815 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 1107815 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 39594791 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 49024306 |
| IRS990/IRPDocumentCnt | 0 | 70 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 0 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | CA |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 12218671 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LobbyingActivitiesInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | The University Foundation promotes philanthropy to provide a level of excellence at the University beyond what is possible through state funds. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 45158659 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 58068629 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 1209283 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 1209283 |
| IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt | 0 | -11593 |
| IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt | 0 | -11593 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 1061615 |
| IRS990/NoncashContributionsAmt | 0 | 52809 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 12425 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 241223 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 253648 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501c3Ind | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 146482 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 152127 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 5645 |
| IRS990/OtherExpensesGrp/Desc | 0 | University Projects |
| IRS990/OtherExpensesGrp/Desc | 1 | Miscellaneous Expense |
| IRS990/OtherExpensesGrp/Desc | 2 | Printing & Duplications |
| IRS990/OtherExpensesGrp/Desc | 3 | Charitable Remainder Un |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 3882 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 18693 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 2 | 27791 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 403727 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 113319 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 17052 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 3 | 39659 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 407609 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 132012 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 44843 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 39659 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 984889 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 936191 |
| IRS990/OwnWebsiteInd | 0 | X |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt | 0 | 84831 |
| IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt | 0 | 584882 |
| IRS990/PaymentsToAffiliatesGrp/TotalAmt | 0 | 669713 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PledgesAndGrantsReceivableGrp/BOYAmt | 0 | 47350 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 42000 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | Albert Frisone |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 611710 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | University Programs |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 425018 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 425018 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 9419343 |
| IRS990/PYExcessBenefitTransInd | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 1134941 |
| IRS990/PYInvestmentIncomeAmt | 0 | -363810 |
| IRS990/PYOtherExpensesAmt | 0 | 2484114 |
| IRS990/PYOtherRevenueAmt | 0 | 108944 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 266990 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 5812412 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 3619055 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 9431467 |
| IRS990/QuidProQuoContributionsInd | 0 | 1 |
| IRS990/QuidProQuoContriDisclInd | 0 | 1 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 11842710 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 1 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RevenueAmt | 0 | 425018 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 44685963 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 57452395 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 5274056 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 5452086 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 12905855 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 9419343 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 4099608 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 6293290 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 2976604 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 35694700 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 1107815 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 878734 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 873097 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 597355 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt | 0 | 618097 |
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Displayed year
2017 • Form 990Detailed filing. Detailed filing data is available for this year.