Civic Intelligence

California State University Foundation

990 • Fiscal year 2017 • EIN 95-6123757

Jul 01, 2016 to Jun 30, 2017 • Filed on Dec 12, 2017

401 Golden Shore 6th FloorLong Beach, CA 90802

(562) 951-4810

Siviq Scores

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

Liabilities / Assets

41st percentile

0.17x

Higher debt load relative to assets than 41% of similar nonprofits.

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

Liabilities / Revenue

76th percentile

0.94x

Higher debt load relative to revenue than 76% of similar nonprofits.

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

Net Margin

84th percentile

29%

Higher net margin than 84% of similar nonprofits.

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

Top Officer Pay

86th percentile

$577,210

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 8.6% of source-year revenue.

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

Asset Growth

78th percentile

14%

Faster asset growth than 78% of similar nonprofits.

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

Revenue Growth

91st percentile

77%

Faster revenue growth than 91% of similar nonprofits.

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

Assets

Up

$35,965,030

Up $4,411,943 (+14%) from 2016

Net Assets

Up

$29,682,521

Up $3,820,225 (+15%) from 2016

Liabilities

Up

$6,282,509

Up $591,718 (+10%) from 2016

Revenue

Up

$6,676,109

Up $2,896,540 (+77%) from 2016

Expenses

Down

$4,715,544

Down $577,331 (-11%) from 2016

Net Income

Up

$1,960,565

Up $3,473,871 (+230%) from 2016

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2010: $19,610,100Liabilities 2010: $4,388,982Net Assets 2010: $15,221,1182010Assets 2011: $21,997,172Liabilities 2011: $5,105,770Net Assets 2011: $16,891,4022011Assets 2012: $22,540,249Liabilities 2012: $4,936,410Net Assets 2012: $17,603,8392012Assets 2013: $24,786,459Liabilities 2013: $5,451,479Net Assets 2013: $19,334,9802013Assets 2014: $39,017,217Liabilities 2014: $6,613,902Net Assets 2014: $32,403,3152014Assets 2015: $34,029,450Liabilities 2015: $5,848,273Net Assets 2015: $28,181,1772015Assets 2016: $31,553,087Liabilities 2016: $5,690,791Net Assets 2016: $25,862,2962016Assets 2017: $35,965,030Liabilities 2017: $6,282,509Net Assets 2017: $29,682,5212017Assets 2018: $39,390,827Liabilities 2018: $6,767,376Net Assets 2018: $32,623,4512018Assets 2019: $44,675,277Liabilities 2019: $8,343,196Net Assets 2019: $36,332,0812019Assets 2020: $43,844,906Liabilities 2020: $7,978,396Net Assets 2020: $35,866,5102020Assets 2021: $56,910,001Liabilities 2021: $9,606,774Net Assets 2021: $47,303,2272021Assets 2022: $50,863,822Liabilities 2022: $8,354,480Net Assets 2022: $42,509,3422022Assets 2023: $52,244,954Liabilities 2023: $8,366,326Net Assets 2023: $43,878,6282023Assets 2024: $54,755,126Liabilities 2024: $9,090,366Net Assets 2024: $45,664,7602024Assets 2025: $58,018,753Liabilities 2025: $9,872,954Net Assets 2025: $48,145,7992025

Highlighted filing

2017

Assets$35,965,030
Liabilities$6,282,509
Net Assets$29,682,521

Operations Trend

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $1,768,1212010Expenses 2011: $2,524,7902011Expenses 2012: $2,382,8552012Expenses 2013: $4,650,3082013Revenue 2014: $15,995,800Expenses 2014: $4,473,363Net Income 2014: $11,522,4372014Revenue 2015: $3,981,786Expenses 2015: $6,821,863Net Income 2015: -$2,840,0772015Revenue 2016: $3,779,569Expenses 2016: $5,292,875Net Income 2016: -$1,513,3062016Revenue 2017: $6,676,109Expenses 2017: $4,715,544Net Income 2017: $1,960,5652017Revenue 2018: $9,541,516Expenses 2018: $7,218,373Net Income 2018: $2,323,1432018Revenue 2019: $10,803,981Expenses 2019: $6,608,998Net Income 2019: $4,194,9832019Revenue 2020: $8,628,946Expenses 2020: $8,945,736Net Income 2020: -$316,7902020Revenue 2021: $11,144,643Expenses 2021: $5,856,659Net Income 2021: $5,287,9842021Revenue 2022: $7,787,647Expenses 2022: $7,155,121Net Income 2022: $632,5262022Revenue 2023: $6,047,467Expenses 2023: $6,105,615Net Income 2023: -$58,1482023Revenue 2024: $3,946,366Expenses 2024: $4,871,648Net Income 2024: -$925,2822024Revenue 2025: $4,962,254Expenses 2025: $4,860,824Net Income 2025: $101,4302025

Highlighted filing

2017

Revenue$6,676,109
Expenses$4,715,544
Net Income$1,960,565
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Dec 12, 2017
Return Version
2016v3.0
Gross Receipts
$12,355,982
Mission and Program Overview

Mission

Established in 1962, the foundation is the central foundation for the california state university (csu) system and serves the office of the chancellor. The foundation exists to support excellence in teaching and learning, and to serve the national, state and regional interests of the university. The csu foundation is committed to enhancing and promoting the csu as a leader of value and quality in higher education.

The mission of the california state university foundation is to enhance the educational excellence of the california state university in teaching, learning, community service, and applied research.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$23,563,096$28,409,956▲ $4,846,860
Investments Other Securities$4,664,033$5,226,842▲ $562,809
Savings and Temporary Cash Investments$1,423,086$1,584,044▲ $160,958
Pledges and Grants Receivable$1,755,270$605,000▼ $1,150,270
Prepaid Expenses and Deferred Charges$1,600$9,937▲ $8,337
Total Assets$31,553,087$35,965,030▲ $4,411,943
Other Assets Total$146,002$129,251▼ $16,751
Liabilities
Escrow Account Liability$5,431,744$5,965,784▲ $534,040
Other Liabilities$220,838$272,229▲ $51,391
Accounts Payable and Accrued Expenses$38,209$44,496▲ $6,287
Total Liabilities$5,690,791$6,282,509▲ $591,718
Net Assets / Fund Balance
Permanently Rstr Net Assets$12,568,212$15,188,225▲ $2,620,013
Temporarily Rstr Net Assets$9,120,841$9,942,046▲ $821,205
Unrestricted Net Assets$4,173,243$4,552,250▲ $379,007
Total Net Assets Fund Balance$25,862,296$29,682,521▲ $3,820,225
Total Liabilities and Net Assets / Fund Balance$31,553,087$35,965,030▲ $4,411,943

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$5,119,586--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$19,183,856$2,700,731▲ $2,529,395-$23,614,906
2015$19,827,878$723,403▼ $594,891-$19,183,856
2014$19,539,352$731,715▲ $209,096-$19,827,878
2013$14,361,031$3,377,439▲ $2,240,358-$19,539,352
2012$10,933,190$2,666,478▲ $1,111,865-$14,361,031
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Aaron J MooreChief Financial OfficerPT-$136,538$136,538
Timothy P WhiteEx-officio/chancellor-$30,000$547,210$30,000

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$5,423,211
Program Service Revenue
$26,228
Investment Income
$1,095,157
Other Revenue
$131,513
All Other Contributions
$5,423,211
Change in Net Assets
$1,960,565

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
Other Non Cash Contri Table40$23,960Fair Market Value (FMV)
Works of Art25$5,335Fair Market Value (FMV)
Books and Publications-$385Fair Market Value (FMV)
Other Non Cash Contri Table3$240Fair Market Value (FMV)
Total Noncash Contributions68$29,920-

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,660,626
Revenue Not Reported on Financial Statements
$15,483
Revenue Not Reported on Form 990
$2,164,604
Total Revenue per Audited Statements
$8,825,230
Total Revenue per Form 990
$6,676,109
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,795,375
Other Expenses$887,636
Salaries, Compensation, and Employee Benefits$32,533
Total Fundraising Expense$16,545
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,009,745--$3,009,745
Grants to Domestic Individuals$785,630--$785,630
Conferences and Meetings$530,093$11,045$5,889$547,027
Office Expenses$153,833$11,505$461$165,799
All Other Expenses$33,776$10,450$2,324$46,550
Fees for Services Accounting-$32,000-$32,000
Current Officers, Directors, Trustees, and Key Employees-$30,000-$30,000
Travel$28,882$328-$29,210
Fees for Service Investment Mgmnt Fees-$15,483-$15,483
Information Technology$3,500-$7,871$11,371
Insurance-$6,861-$6,861
Other Expenses$6,285$250-$6,535
Fees for Services Legal-$5,354-$5,354
Payroll Taxes-$2,533-$2,533
Advertising$1,295--$1,295
Fees for Services Other-$151-$151
Total Functional Expenses$4,573,039$125,960$16,545$4,715,544

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$5,005,005
Total Expenses per Form 990$4,715,544
Expenses per Audited Statements$4,700,061
Expenses Not Reported on Form 990$304,944
Expenses Not Reported on Financial Statements$15,483
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Trustees of the CsuLong Beach, CATrustees of the CsuSee Schedule I, Part Iv$2,465,360
Trustees of the Csu (state House)Long Beach, CATrustees of the CsuState House Maintenance and Operations$113,577
NafsaWashington, DC501 (c) (3)Association of International Educators Conference Sponsorship$50,000
Csu Fullerton Auxiliary Services CorpFullerton, CA501 (c) (3)Mathematics Professional Development and Online Pre-services Curriculum Pilot$47,696
Csu FullertonFullerton, CA501 (c) (3)Subaward for the Better Together Teacher Summit$45,000
Council of Advancement and Support of EducationWashington, DC501 (c) (3)For the Dna of Campus Philanthropy Project$25,000
Csu Fullerton Auxiliary Services CorpFullerton, CA501 (c) (3)Subaward for the Better Together Teacher Summit$25,000
Csu Channel IslandsCamarillo, CA501 (c) (3)Summer Math Professional Development Trainings$20,601
Chicano Latino Youth Leadership Project IncSacramento, CA501 (c) (3)2017 Program Sponosorship$20,000
Chicano Latino Youth Leadership Project IncSacramento, CA501 (c) (3)2016 Program Sponsorship$20,000
San Francisco State FoundationSan Francisco, CA501 (c) (3)For Scholarship Account at Sfsu Per Wang Awardee Request$20,000
Csu Dominguez HillsCarson, CACsu Dominguez HillsSummer Math Professional Development Trainings$15,398
Telacu Education FoundationLos Angeles, CA501 (c) (3)Sponsorship$15,000
Csu NorthridgeNorthridge, CA501 (c) (3)Real Estate Program Improvement Grant$13,287
California State University BakersfieldBakersfield, CA501 (c) (3)Summer Algebra Institute Expanded Program Reimbursement for Project Expenses$11,500
American Association of Hispanics in Higher EducationTempe, AZ501 (c) (3)Aahhe National Conference Sponsorship$10,000
Great Minds in StemMonterey Park, CA501 (c) (3)2017 Conference Sponsorship$10,000
Great Minds in StemMonterey Park, CA501 (c) (3)2016 Conference Sponsorship$10,000
Hispanic Association of Colleges & UniversitiesSan Antonio, TX501 (c) (3)Sponsorship$10,000
California State Polytechnic University PomonaPomona, CA501 (c) (3)Real Estate Program Improvement Grant$7,500
Biocom InstituteSan Diego, CA501 (c) (3)Support Production of the 2016 Workforce Trends Report$6,000
Api Legislative Caucus InstituteSacramento, CA501 (c) (3)2017 Sponsorship$5,000
California ForwardSacramento, CA501 (c) (3)2016 California Economic Summit Sponsor$5,000
California ForwardSacramento, CA501 (c) (3)2017 California Economic Summit Sponsor$5,000
National Assoc of Presidential AsstDes Moines, IA501 (c) (3)Sponsorship$5,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Other Payables$120,299
Alumni Council Liability$117,577
Other Current Liabilities$33,606
Student Association Liability$747
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, Section A, Line 4

Bylaws were amended to add an assistant secretary position, clarify the role of the treasurer, streamline committee member appointment process, clarify how board members may request committee minutes, and added a section on the process for revising the bylaws.

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

The audit committee shall have the responsibility for the review and approval of the organization's form 990 (including all pertinent schedules) before it is filed with the internal revenue service. A final copy of the form 990 will be forwarded to the entire board of directors.

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

Board members and key csu staff are annually asked to review and affirm that they have no conflicts of interest as described in the conflict of interest policy statement. Upon the identification of any conflict, the information is then forwarded to the executives of the board and appropriate action is taken. This action may range from the board not approving a contract based on potential conflict to removal from the board.

Form 990, Part VI, Section B, Line 15

The entity does not have a process for determining compensation for the top managagement official, officers, or key employees as these employees are not compensated by the entity. The compensation paid by the foundation to the chancellor is reviewed and approved by the entity's board of governors, independent of the compensated entity.

Form 990, Part VI, Section C, Line 19

The form 990, the articles of incorporation, the bylaws, the irs determination letter, the audited financial statements, and the conflict of interest policy are posted on the following website: http://www.calstate.edu/foundation/

Filing and Contact Details

Filer

Filer Name
California State University Foundation
EIN
95-6123757
Phone
5629514810
Address
401 GOLDEN SHORE 6TH FLOOR, LONG BEACH, CA 90802

Signing Officer

Name
Aaron J Moore
Title
CFO
Phone
5629514810
Signed
2017-12-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lori Redfearn
Formed
1962
Legal Domicile
CA
Voting Board Members
19
Independent Board Members
18
Employees
1
Volunteers
18

Preparer

Firm
Windes Inc
Address
PO BOX 87, LONG BEACH, CA 90801-0087
Preparer
Donita M Joseph
Phone
5624351191
Supplemental Narrative

Financial Statement Notes

PART IV, LINE 2B:

The foundation administers charitable gift annuities for various california state university (csu) campuses. The foundation acts as an intermediary for the campuses and administers the charitable gift annuities for an agreed-upon percentage of the residuum.

PART V, LINE 4:

Each of the foundation's endowments has been established to support a scholarship or program fund recorded in temporarily restricted net assets.

PART X, LINE 2:

The foundation recognizes the financial statement benefit of tax positions, such as its filing status of tax-exempt, only after determining that the relevant tax authority would more likely than not sustain the position following an audit. The foundation is subject to potential income tax audits on open tax years by any taxing jurisdiction in which it operates. The statute of limitations for federal and california state purposes is generally three and four years, respectively.

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt18131524
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1990736
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2066313
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2136229
IRS990/Form990PartVIISectionAGrp/PersonNm0RONALD R BARHORST
IRS990/Form990PartVIISectionAGrp/PersonNm1KRISTIN CRELLIN
IRS990/Form990PartVIISectionAGrp/PersonNm2PETER BRIGHTBILL
IRS990/Form990PartVIISectionAGrp/PersonNm3MONA C SIMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm4MICHAEL LIZARRAGA
IRS990/Form990PartVIISectionAGrp/PersonNm5HECTOR V BARRETO
IRS990/Form990PartVIISectionAGrp/PersonNm6RONALD FONG
IRS990/Form990PartVIISectionAGrp/PersonNm7MICHAEL A LUCKI
IRS990/Form990PartVIISectionAGrp/PersonNm8GEORGE M MARCUS
IRS990/Form990PartVIISectionAGrp/PersonNm9KENNETH P MCNEELY
IRS990/Form990PartVIISectionAGrp/PersonNm10RALPH R PESQUEIRA
IRS990/Form990PartVIISectionAGrp/PersonNm11ALI C RAZI
IRS990/Form990PartVIISectionAGrp/PersonNm12SHARI M SLATE
IRS990/Form990PartVIISectionAGrp/PersonNm13RODNEY K SPACKMAN
IRS990/Form990PartVIISectionAGrp/PersonNm14DONNA UCHIDA
IRS990/Form990PartVIISectionAGrp/PersonNm15GADDI H VASQUEZ
IRS990/Form990PartVIISectionAGrp/PersonNm16SCOTT WELLS
IRS990/Form990PartVIISectionAGrp/PersonNm17GILLIAN A WRIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm18TIMOTHY P WHITE
IRS990/Form990PartVIISectionAGrp/PersonNm19GARRETT P ASHLEY
IRS990/Form990PartVIISectionAGrp/PersonNm20LORI A REDFEARN
IRS990/Form990PartVIISectionAGrp/PersonNm21AARON J MOORE
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/ReportableCompFromOrgAmt1830000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt18415686
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt19265047
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20183869
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt21100309
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18EX-OFFICIO/CHANCELLOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt20VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt21CHIEF FINANCIAL OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01962
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0414154
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GrantAmt02879179
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0785630
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0785630
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt03009745
IRS990/GrantsToDomesticOrgsGrp/TotalAmt03009745
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt06094027
IRS990/GrossReceiptsAmt012355982
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt07871
IRS990/InformationTechnologyGrp/ProgramServicesAmt03500
IRS990/InformationTechnologyGrp/TotalAmt011371
IRS990/InsuranceGrp/ManagementAndGeneralAmt06861
IRS990/InsuranceGrp/TotalAmt06861
IRS990/InvestmentIncomeGrp/ExclusionAmt0686990
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0681003
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0-5987
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt04664033
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt05226842
IRS990/InvestmentsPubTradedSecGrp/BOYAmt023563096
IRS990/InvestmentsPubTradedSecGrp/EOYAmt028409956
IRS990/IRPDocumentCnt017
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt05679873
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0ESTABLISHED IN 1962, THE FOUNDATION IS THE CENTRAL FOUNDATION FOR THE CSU SYSTEM AND SERVES THE OFFICE OF THE CHANCELLOR. THE FOUNDATION EXISTS TO SUPPORT EXCELLENCE IN TEACHING AND LEARNING, AND TO SERVE THE NATIONAL, STATE AND REGIONAL INTERESTS OF THE UNIVERSITY. THE CALIFORNIA STATE UNIVERSITY FOUNDATION IS COMMITTED TO ENHANCING AND PROMOTING THE CALIFORNIA STATE UNIVERSITY (CSU) AS A LEADER OF VALUE AND QUALITY IN HIGHER EDUCATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt025862296
IRS990/NetAssetsOrFundBalancesEOYAmt029682521
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0414154
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0414154
IRS990/NetUnrelatedBusTxblIncmAmt0-5987
IRS990/NetUnrlzdGainsLossesInvstAmt01865660
IRS990/NoncashContributionsAmt029920
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/FundraisingAmt0461
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt011505
IRS990/OfficeExpensesGrp/ProgramServicesAmt0153833
IRS990/OfficeExpensesGrp/TotalAmt0165799
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0146002
IRS990/OtherAssetsTotalGrp/EOYAmt0129251
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FACULTY RELEASE TIME
IRS990/OtherExpensesGrp/Desc1COMMUNITY RELATIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0250
IRS990/OtherExpensesGrp/ProgramServicesAmt020000
IRS990/OtherExpensesGrp/ProgramServicesAmt16285
IRS990/OtherExpensesGrp/TotalAmt020000
IRS990/OtherExpensesGrp/TotalAmt16535
IRS990/OtherLiabilitiesGrp/BOYAmt0220838
IRS990/OtherLiabilitiesGrp/EOYAmt0272229
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0ADMINISTRATIVE FEES
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0112704
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt118809
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0112704
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt118809
IRS990/OtherRevenueTotalAmt0131513
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02533
IRS990/PayrollTaxesGrp/TotalAmt02533
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt012568212
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt015188225
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01755270
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0605000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01600
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt09937
IRS990/PrincipalOfficerNm0LORI REDFEARN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0MEETING REGISTRATION FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt026228
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt026228
IRS990/ProgSrvcAccomActy2Grp/Desc0THE CSU FOUNDATION SUPPORTED THE EDUCATIONAL AND GOVERNANCE ACTIVITIES OF THE 23 UNIVERSITY CAMPUSES, THROUGH REGULAR MEETINGS OF ITS TRUSTEES, PRESIDENTS, EMPLOYEES, AND ALUMNI LEADERS AS WELL AS PROVIDING EMPLOYEE RECOGNITION. THIS ALSO INCLUDES OPERATING AND MAINTENANCE EXPENDITURES FOR THE STATE UNIVERSITY HOUSE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0988230
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0210566
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt026228
IRS990/ProgSrvcAccomActy3Grp/Desc0THE CSU FOUNDATION PROVIDED $705,629.58 IN SCHOLARSHIPS TO 154 STUDENTS THROUGHOUT THE CSU SYSTEM.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0705630
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0705630
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03458264
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt04683039
IRS990/PYInvestmentIncomeAmt0152527
IRS990/PYOtherExpensesAmt0577233
IRS990/PYOtherRevenueAmt0164002
IRS990/PYProgramServiceRevenueAmt04776
IRS990/PYRevenuesLessExpensesAmt0-1513306
IRS990/PYSalariesCompEmpBnftPaidAmt032603
IRS990/PYTotalExpensesAmt05292875
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03779569
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01960565
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01423086
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01584044
IRS990ScheduleA/CollegeOrganizationInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05423211
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03458264
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02157638
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt014716873
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04889462
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt030645448
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearAmt0298944

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$58.0$9.87$48.1$4.96$4.86$0.10
2024Detailed filing. Detailed filing data is available for this year.$54.8$9.09$45.7$3.95$4.87$0.93
2023Detailed filing. Detailed filing data is available for this year.$52.2$8.37$43.9$6.05$6.11$0.06
2022Detailed filing. Detailed filing data is available for this year.$50.9$8.35$42.5$7.79$7.16$0.63
2021Detailed filing. Detailed filing data is available for this year.$56.9$9.61$47.3$11.1$5.86$5.29
2020Detailed filing. Detailed filing data is available for this year.$43.8$7.98$35.9$8.63$8.95$0.32
2019Detailed filing. Detailed filing data is available for this year.$44.7$8.34$36.3$10.8$6.61$4.19
2018Detailed filing. Detailed filing data is available for this year.$39.4$6.77$32.6$9.54$7.22$2.32
2017Detailed filing. Detailed filing data is available for this year.$36.0$6.28$29.7$6.68$4.72$1.96
2016Detailed filing. Detailed filing data is available for this year.$31.6$5.69$25.9$3.78$5.29$1.51
2015Detailed filing. Detailed filing data is available for this year.$34.0$5.85$28.2$3.98$6.82$2.84
2014Detailed filing. Detailed filing data is available for this year.$39.0$6.61$32.4$16.0$4.47$11.5
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.8$5.45$19.3$4.65
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.5$4.94$17.6$2.38
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.0$5.11$16.9$2.52
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.6$4.39$15.2$1.77