Civic Intelligence

The U C Davis Foundation

990 • Fiscal year 2017 • EIN 94-6081352

Jul 01, 2016 to Jun 30, 2017 • Filed on Dec 11, 2017

Organization ProfileGIVING.UCDAVIS.EDU/WAYS-TO-GIVE/UC-DAVIS-FDN
1460 Drew Avenue Suite 100Davis, CA 95618

(530) 754-2005

Siviq Scores

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

Liabilities / Assets

6th percentile

0.01x

Higher debt load relative to assets than 6% of similar nonprofits.

2017 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2017

Liabilities / Revenue

8th percentile

0.09x

Higher debt load relative to revenue than 8% of similar nonprofits.

2017 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2017

Net Margin

92nd percentile

43%

Higher net margin than 92% of similar nonprofits.

2017 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2017

Top Officer Pay

25th percentile

$477,503

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2017 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2017

Asset Growth

87th percentile

18%

Faster asset growth than 87% of similar nonprofits.

2017 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2016 to 2017

Revenue Growth

90th percentile

47%

Faster revenue growth than 90% of similar nonprofits.

2017 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets6th percentile

Assets

Flat

$459,876,954

Flat from 2017

Net Assets

Flat

$453,450,040

Flat from 2017

Liabilities

Flat

$6,426,914

Flat from 2017

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin92nd percentile

Revenue

Flat

$70,942,642

Flat from 2017

Expenses

Flat

$40,312,010

Flat from 2017

Net Income

Flat

$30,630,632

Flat from 2017

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$1.0B$500M$0Assets 2011: $265,686,865Liabilities 2011: $13,973,436Net Assets 2011: $251,713,4292011Assets 2012: $277,950,213Liabilities 2012: $14,211,823Net Assets 2012: $263,738,3902012Assets 2013: $302,993,553Liabilities 2013: $14,661,177Net Assets 2013: $288,332,3762013Assets 2014: $355,169,310Liabilities 2014: $6,093,863Net Assets 2014: $349,075,4472014Assets 2015: $392,026,288Liabilities 2015: $7,672,251Net Assets 2015: $384,354,0372015Assets 2016: $388,470,929Liabilities 2016: $6,225,707Net Assets 2016: $382,245,2222016Assets 2017: $459,876,954Liabilities 2017: $6,426,914Net Assets 2017: $453,450,0402017Assets 2017: $459,876,954Liabilities 2017: $6,426,914Net Assets 2017: $453,450,0402017Assets 2018: $502,777,582Liabilities 2018: $15,954,650Net Assets 2018: $486,822,9322018Assets 2019: $537,238,485Liabilities 2019: $14,102,134Net Assets 2019: $523,136,3512019Assets 2020: $548,849,717Liabilities 2020: $13,035,056Net Assets 2020: $535,814,6612020Assets 2021: $716,342,130Liabilities 2021: $17,811,331Net Assets 2021: $698,530,7992021Assets 2022: $705,620,190Liabilities 2022: $13,654,814Net Assets 2022: $691,965,3762022Assets 2023: $757,985,640Liabilities 2023: $17,833,258Net Assets 2023: $740,152,3822023Assets 2024: $829,132,607Liabilities 2024: $20,835,742Net Assets 2024: $808,296,8652024Assets 2025: $948,453,008Liabilities 2025: $27,096,131Net Assets 2025: $921,356,8772025

Highlighted filing

2017

Assets$459,876,954
Liabilities$6,426,914
Net Assets$453,450,040
Open 2017 Filing

Operations Trend

Revenue Growth90th percentile

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

$150M$100M$50M$0-$50MRevenue 2011: $27,980,386Expenses 2011: $15,687,237Net Income 2011: $12,293,1492011Expenses 2012: $17,890,1732012Expenses 2013: $23,017,0062013Revenue 2014: $52,168,353Expenses 2014: $33,701,230Net Income 2014: $18,467,1232014Revenue 2015: $51,894,485Expenses 2015: $29,145,939Net Income 2015: $22,748,5462015Revenue 2016: $48,166,727Expenses 2016: $33,860,243Net Income 2016: $14,306,4842016Revenue 2017: $70,942,642Expenses 2017: $40,312,010Net Income 2017: $30,630,6322017Revenue 2017: $70,942,642Expenses 2017: $40,312,010Net Income 2017: $30,630,6322017Revenue 2018: $47,300,098Expenses 2018: $35,872,364Net Income 2018: $11,427,7342018Revenue 2019: $55,348,042Expenses 2019: $37,709,797Net Income 2019: $17,638,2452019Revenue 2020: $60,814,644Expenses 2020: $40,782,388Net Income 2020: $20,032,2562020Revenue 2021: $110,976,640Expenses 2021: $52,365,574Net Income 2021: $58,611,0662021Revenue 2022: $81,292,542Expenses 2022: $58,261,835Net Income 2022: $23,030,7072022Revenue 2023: $87,059,600Expenses 2023: $67,408,127Net Income 2023: $19,651,4732023Revenue 2024: $90,089,302Expenses 2024: $93,828,011Net Income 2024: -$3,738,7092024Revenue 2025: $117,403,041Expenses 2025: $81,019,962Net Income 2025: $36,383,0792025

Highlighted filing

2017

Revenue$70,942,642
Expenses$40,312,010
Net Income$30,630,632
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Dec 11, 2017
Return Version
2016v3.1
Gross Receipts
$95,326,649
Mission and Program Overview

Mission

The mission of the uc davis foundation is to secure, steward and manage private gifts for uc davis.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$382,245,222$453,450,040▲ $71,204,818
Investments Other Securities$338,123,070$412,091,956▲ $73,968,886
Pledges and Grants Receivable$32,250,905$33,023,708▲ $772,803
Savings and Temporary Cash Investments$17,968,812$14,711,850▼ $3,256,962
Cash and Non-Interest-Bearing Accounts$127,764$49,062▼ $78,702
Prepaid Expenses and Deferred Charges$378$378→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$388,470,929$459,876,954▲ $71,406,025
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$6,225,707$6,422,914▲ $197,207
Accounts Payable and Accrued Expenses$0$4,000▲ $4,000
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$6,225,707$6,426,914▲ $201,207
Net Assets / Fund Balance
Total Net Assets Fund Balance$382,245,222$453,450,040▲ $71,204,818
Total Liabilities and Net Assets / Fund Balance$388,470,929$459,876,954▲ $71,406,025

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$216,176--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$325,497,101$42,812,246▲ $45,336,877$140,633$400,127,415
2015$337,684,892$14,804,121▼ $12,678,850$144,151$325,497,101
2014$313,876,204$15,795,412▲ $18,529,359$87,075$337,684,891
2013$240,390,682$36,691,034▲ $46,711,358$58,976$313,876,204
2012$211,056,136$12,807,265▲ $24,221,436$153,593$240,390,682
Compensation and Service Providers
Top Officer Pay25th percentile

Board Members and Trustees

NameTitle
Bruce W BellChair
Shaun B Keister PhdPresident
Bruce G WestVice Chair
Cecelia Lakatos SullivanTrustee
Darryl L GossTrustee
David W PearsonTrustee
Giacomo MariniTrustee
Guy BensteadTrustee
Henry W Wirz CPATrustee
James T EagerTrustee
Joncarlo R MarkTrustee
Margaret M LapizTrustee
Michael C ChildTrustee
Ralph HexterActing Chancellor
Paul J ProkopSecretary
Tania WaldenTreasurer/CFO
Revenue and Support

Revenue Composition

Contributions and Grants
$65,360,742
Program Service Revenue
$0
Investment Income
$5,385,503
Other Revenue
$196,397
All Other Contributions
$65,360,742
Change in Net Assets
$30,630,632

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded92$8,658,538Stock Broker Median
Real Estate Other2$62,500-
Total Noncash Contributions94$8,721,038-

Audited Revenue Reconciliation

Revenue per Audited Statements
$70,942,642
Revenue Not Reported on Form 990
$40,574,186
Total Revenue per Audited Statements
$111,516,828
Total Revenue per Form 990
$70,942,642
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$40,108,221
Other Expenses$203,789
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$40,063,221--$40,063,221
Conferences and Meetings-$68,203-$68,203
Fees for Service Investment Mgmnt Fees-$45,375-$45,375
Grants to Domestic Individuals$45,000--$45,000
Fees for Services Accounting-$22,855-$22,855
Office Expenses-$11,730-$11,730
Other Expenses$42,497$9,679-$9,679
Fees for Services Management-$3,450-$3,450
Total Functional Expenses$40,150,718$161,292$0$40,312,010

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$40,312,010
Total Expenses per Audited Statements$40,312,010
Total Expenses per Form 990$40,312,010
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of California DavisDavis, CA501(c)3Support Education$40,063,221
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Charitable Remainder Trusts$6,422,914
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
Yes
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 4

“Change to organizing documents the foundation bylaws were amended to reflect the change in the composition of the board. The board consists of executive trustees and trustees. Executive trustees have voting power and fiduciary responsibility for the foundation. Trustees elected by the executive trustees do not have voting rights and serve on one or more standing committees.”

Form 990, Part VI, Line 11A

“Management works together with its external accounting firm, pricewaterhousecoopers llp to prepare a draft form 990. The audit committee reviews the draft form 990 before it is sent out to the entire board of trustees prior to filing. Pricewaterhousecoopers llp signs the return as paid preparer.”

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

“Monitoring and enforcing compliance of conflict of interest policy the conflict of interest questionnaire is sent to all trustees and foundation officers annually. Trustees shall disqualify themselves from making, participating in making, or in any way attempting to use their official position to influence a decision in which they have or would have a financial interest. The university of california davis foundation program manager reviews all of the responses to the completed conflict of interest questionnaires if a conflict is discovered it is escalated to the appropriate party within the organization.”

Form 990, Part VI, Section B, Lines 15A and 15B

“Process of determining compensation of the ceo and other officers no officers or other employees received any compensation from the filing organization (e.g., foundation). During fy17, all are employees of the university of california, davis, a related organization, and are compensated by that related organization. Senior management, including the chancellor, are compensated in accordance with university of california regents' policy 7701. A number of factors are considered in determining fair and reasonable compensation including: performance, peer comparability data, external market comparability, scope and breadth of experience and responsibilities. Compensation of the chancellor is approved by the regents.”

Form 990, Part VI, Section C, Line 19

“Governing documents governing documents, conflict of interest policy, and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
The Uc Davis Foundation
EIN
94-6081352
In Care Of
% SHAUN KEISTER
Phone
5307542005
Address
1460 DREW AVENUE SUITE 100, DAVIS, CA 95618

Signing Officer

Name
Tania R Walden
Title
Treasurer
Phone
5307542005
Signed
2017-12-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Shaun Keister
Formed
1959
Legal Domicile
CA
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
50

Preparer

Firm
Pricewaterhousecoopers Llp
Address
THREE EMBARCADERO CENTER, SAN FRANCISCO, CA 94111
Preparer
Matthew Petroski
Phone
4154985000
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Reconciliation of net assets change in estimated value of charitable reminder trust $(714,613)”

Financial Statement Notes

Schedule D, Part V, Line 4

“The intended use of the endowment funds is to provide funding for scholarships, student assistance programs and academic research for the students, employees and faculty of the university.”

Schedule D, Part XI, Line 2D

“Change in estimated value of charitable remainder trust $(714,613)”

Schedule D, Part X, Line 2

“The foundation prepares its financial statements in accordance with gasb, therefore there is no footnote that addresses asc 740. It is only required by fasb.”

Raw XML AppendixShowing 400 of 760 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt04000
IRS990/AccountsReceivableGrp/BOYAmt00
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE MISSION OF THE UC DAVIS FOUNDATION IS TO SECURE, STEWARD AND MANAGE PRIVATE GIFTS FOR UC DAVIS.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt065360742
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0SHAUN KEISTER
IRS990/BooksInCareOfDetail/PhoneNum05307542005
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01460 DREW AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0DAVIS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd095618
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0127764
IRS990/CashNonInterestBearingGrp/EOYAmt049062
IRS990/ChangeToOrgDocumentsInd0true
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt068203
IRS990/ConferencesMeetingsGrp/TotalAmt068203
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt065360742
IRS990/CYGrantsAndSimilarPaidAmt040108221
IRS990/CYInvestmentIncomeAmt05385503
IRS990/CYOtherExpensesAmt0203789
IRS990/CYOtherRevenueAmt0196397
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt030630632
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt040312010
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt070942642
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0THE FOUNDATION'S ENDOWMENT AND CURRENT USE FUNDS PROVIDES FOR SCHOLARSHIPS, FELLOWSHIPS, PROGRAM SUPPORT, AND OTHER SUPPORT FUNCTIONS OF THE DAVIS CAMPUS OF THE UNIVERSITY OF CALIFORNIA.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt036784933
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt022855
IRS990/FeesForServicesAccountingGrp/TotalAmt022855
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt03450
IRS990/FeesForServicesManagementGrp/TotalAmt03450
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt045375
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt045375
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1340.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1440.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1540.0
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
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/OtherCompensationAmt1387245
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1457092
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1537018
IRS990/Form990PartVIISectionAGrp/PersonNm0BRUCE W BELL
IRS990/Form990PartVIISectionAGrp/PersonNm1GUY BENSTEAD
IRS990/Form990PartVIISectionAGrp/PersonNm2MICHAEL C CHILD
IRS990/Form990PartVIISectionAGrp/PersonNm3JAMES T EAGER
IRS990/Form990PartVIISectionAGrp/PersonNm4DARRYL L GOSS
IRS990/Form990PartVIISectionAGrp/PersonNm5MARGARET M LAPIZ
IRS990/Form990PartVIISectionAGrp/PersonNm6GIACOMO MARINI
IRS990/Form990PartVIISectionAGrp/PersonNm7JONCARLO R MARK
IRS990/Form990PartVIISectionAGrp/PersonNm8DAVID W PEARSON
IRS990/Form990PartVIISectionAGrp/PersonNm9CECELIA LAKATOS SULLIVAN
IRS990/Form990PartVIISectionAGrp/PersonNm10BRUCE G WEST
IRS990/Form990PartVIISectionAGrp/PersonNm11HENRY W WIRZ CPA
IRS990/Form990PartVIISectionAGrp/PersonNm12RALPH HEXTER
IRS990/Form990PartVIISectionAGrp/PersonNm13SHAUN B KEISTER PHD
IRS990/Form990PartVIISectionAGrp/PersonNm14PAUL J PROKOP
IRS990/Form990PartVIISectionAGrp/PersonNm15TANIA WALDEN
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/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/ReportableCompFromRltdOrgAmt13390258
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt14213461
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt15147198
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12ACTING CHANCELLOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt15TREASURER/CFO
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0true
IRS990/FormationYr01959
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt02834128
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt013
IRS990/GrantAmt036784933
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt045000
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt045000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt040063221
IRS990/GrantsToDomesticOrgsGrp/TotalAmt040063221
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt027218135
IRS990/GrossReceiptsAmt095326649
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt02282126
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02551375
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0269249
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0338123070
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0412091956
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt024384007
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE MISSION OF THE UC DAVIS FOUNDATION IS TO SECURE, STEWARD AND MANAGE PRIVATE GIFTS FOR UC DAVIS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0382245222
IRS990/NetAssetsOrFundBalancesEOYAmt0453450040
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02929582
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02834128
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt0-95454
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt041288799
IRS990/NoncashContributionsAmt08721038
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt011730
IRS990/OfficeExpensesGrp/TotalAmt011730
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt0-714613
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0TEACHING PRIZE CEREMONY
IRS990/OtherExpensesGrp/Desc1CHAIR DISCRETIONARY FUND
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt09679
IRS990/OtherExpensesGrp/ProgramServicesAmt042497
IRS990/OtherExpensesGrp/TotalAmt042497
IRS990/OtherExpensesGrp/TotalAmt19679
IRS990/OtherLiabilitiesGrp/BOYAmt06225707
IRS990/OtherLiabilitiesGrp/EOYAmt06422914
IRS990/OtherRevenueMiscGrp/Desc0RETURN OF DIST. OF INVESTMENT
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0196397
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0196397
IRS990/OtherRevenueTotalAmt0196397
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt032250905
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt033023708
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0378
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0378
IRS990/PrincipalOfficerNm0SHAUN KEISTER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0THE FOUNDATION RAISES, RECORDS AND MANAGES GIFTS FROM INDIVIDUALS CORPORATIONS, ORGANIZATIONS AND FOUNDATIONS FOR THE SOLE BENEFIT OF UC DAVIS IN ACCORDANCE WITH DONORS' WISHES. THE FOUNDATION PAYS A PERCENTAGE OF AWARDS RECEIVED, REFERRED TO AS GIFT FEES AND A PERCENTAGE OF ENDOWMENT EARNINGS, KNOWN AS ENDOWMENT FEES TO UC DAVIS TO REIMBURSE FOR PERSONNEL SERVICES AND USE OF FACILITIES PROVIDED TO THE FOUNDATION.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt03278288
IRS990/ProgSrvcAccomActy2Grp/GrantAmt03278288
IRS990/ProgSrvcAccomActy3Grp/Desc0THE UC DAVIS PRIZE FOR UNDERGRADUATE TEACHING AND SCHOLARLY ACHIEVEMENT IS AN ANNUAL AWARD TO RECOGNIZE FACULTY EXCELLENCE. ORIGINATED IN 1986, THE PRIZE HONORS ONE UC DAVIS FACULTY MEMBER EACH YEAR, SELECTED FOR HIS OR HER OUTSTANDING ACHIEVEMENTS AS A TEACHER OF UNDERGRADUATES AND A SCHOLAR. EACH YEAR, A SELECTION COMMITTEE COMPOSED OF FACULTY, STUDENTS AND REPRESENTATIVES FROM THE UC DAVIS FOUNDATION BOARD OF TRUSTEES CHOOSES THE RECIPIENT. THE PRIZE IS BELIEVED TO BE THE LARGEST OF ITS KIND IN THE COUNTRY AND IS PRESENTED AT A DINNER GALA HOSTED BY THE UC DAVIS FOUNDATION.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt087497
IRS990/ProgSrvcAccomActy3Grp/GrantAmt045000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt043922862
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt033635153
IRS990/PYInvestmentIncomeAmt04217550
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0225090
IRS990/PYOtherRevenueAmt026315
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt014306484
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt033860243
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt048166727
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt030630632
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0382245222
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0453450040
IRS990/SavingsAndTempCashInvstGrp/BOYAmt017968812
IRS990/SavingsAndTempCashInvstGrp/EOYAmt014711850
IRS990ScheduleA/CollegeOrganizationInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt065360742
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt043922862
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt047648250
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt044091934
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt034100374
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0235124162
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02551375
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02475416
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt02285876

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$459,876,954
Liabilities
$6,426,914
Net assets
$453,450,040
Revenue
$70,942,642
Expenses
$40,312,010
Net income
$30,630,632
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$948$27.1$921$117$81.0$36.4
2024Summary only. Only limited summary data is available for this year.$829$20.8$808$90.1$93.8$3.74
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$758$17.8$740$87.1$67.4$19.7
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$706$13.7$692$81.3$58.3$23.0
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$716$17.8$699$111$52.4$58.6
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$549$13.0$536$60.8$40.8$20.0
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$537$14.1$523$55.3$37.7$17.6
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$503$16.0$487$47.3$35.9$11.4
2017Detailed filing. Detailed filing data is available for this year.$460$6.43$453$70.9$40.3$30.6
2017Summary only. Only limited summary data is available for this year.$460$6.43$453$70.9$40.3$30.6
2016Detailed filing. Detailed filing data is available for this year.$388$6.23$382$48.2$33.9$14.3
2015Detailed filing. Detailed filing data is available for this year.$392$7.67$384$51.9$29.1$22.7
2014Detailed filing. Detailed filing data is available for this year.$355$6.09$349$52.2$33.7$18.5
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$303$14.7$288$23.0
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$278$14.2$264$17.9
2011Summary only. Only limited summary data is available for this year.$266$14.0$252$28.0$15.7$12.3