Civic Intelligence

California State University Foundation

990 • Fiscal year 2021 • EIN 95-6123757

Jul 01, 2020 to Jun 30, 2021 • Filed on Dec 02, 2021

401 Golden ShoreLong Beach, CA 90802

(562) 951-4810

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.17x

Higher debt load relative to assets than 42% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Liabilities / Revenue

72nd percentile

0.86x

Higher debt load relative to revenue than 72% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Net Margin

84th percentile

47%

Higher net margin than 84% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Top Officer Pay

84th percentile

$758,737

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 6.8% of source-year revenue.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2021

Asset Growth

83rd percentile

30%

Faster asset growth than 83% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Revenue Growth

70th percentile

29%

Faster revenue growth than 70% of similar nonprofits.

2021 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2020 to 2021

Assets

Up

$56,910,001

Up $13,065,095 (+30%) from 2020

Net Assets

Up

$47,303,227

Up $11,436,717 (+32%) from 2020

Liabilities

Up

$9,606,774

Up $1,628,378 (+20%) from 2020

Revenue

Up

$11,144,643

Up $2,515,697 (+29%) from 2020

Expenses

Down

$5,856,659

Down $3,089,077 (-35%) from 2020

Net Income

Up

$5,287,984

Up $5,604,774 (+1769%) from 2020

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

2021

Assets$56,910,001
Liabilities$9,606,774
Net Assets$47,303,227

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

2021

Revenue$11,144,643
Expenses$5,856,659
Net Income$5,287,984
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Dec 2, 2021
Return Version
2020v4.1
Gross Receipts
$23,660,568
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$24,817,360$30,976,090▲ $6,158,730
Investments Other Securities$7,810,789$10,039,830▲ $2,229,041
Pledges and Grants Receivable$1,328,631$3,398,760▲ $2,070,129
Savings and Temporary Cash Investments$1,913,207$3,008,117▲ $1,094,910
Prepaid Expenses and Deferred Charges$48,098$20,093▼ $28,005
Total Assets$43,844,906$56,910,001▲ $13,065,095
Other Assets Total$7,926,821$9,467,111▲ $1,540,290
Liabilities
Other Liabilities$7,974,976$9,599,744▲ $1,624,768
Accounts Payable and Accrued Expenses$3,420$7,030▲ $3,610
Total Liabilities$7,978,396$9,606,774▲ $1,628,378
Net Assets / Fund Balance
Net Assets With Donor Restrictions$30,539,823$40,399,338▲ $9,859,515
Net Assets Without Donor Restrictions$5,326,687$6,903,889▲ $1,577,202
Total Net Assets Fund Balance$35,866,510$47,303,227▲ $11,436,717
Total Liabilities and Net Assets / Fund Balance$43,844,906$56,910,001▲ $13,065,095

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$9,246,558--
Other Securities$10,015,399--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$27,828,185$420,770▲ $8,187,396-$35,285,110
2019$25,106,297$2,736,359▲ $1,044,268$4,143$27,828,185
2018$25,070,216$321,271▲ $781,457$20,019$25,106,297
2017$23,614,906$349,777▲ $1,970,775$26,021$25,070,216
2016$19,183,856$2,700,731▲ $2,529,395-$23,614,906
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Timothy P WhiteEx-officio/chancellor Until 12/31/2020-$758,737$758,737
Wendy Chavira GarciaAssistant SecretaryPT$142,945$142,945

Board Members and Trustees

NameTitle
Ronald R BarhorstChair
Larry SalinasPresident as of 5/1/21
Garrett P AshleyPresident Until 4/30/21
Michael LizarragaVice Chair
Lori a RedfearnVice President
Ali C RaziDirector
Gaddi H VasquezDirector
George M MarcusDirector
Gillian a WrightDirector
Henry T PereaDirector
Jacqueline TrappDirector
Keri Askew BaileyDirector
Peter BrightbillDirector
Ronald FongDirector
Scott WellsDirector
Shari M SlateDirector
Fred RuizDirector as of 3/15/21
Kimberley GoodeDirector as of 3/15/21
Hector V BarretoDirector Until 12/23/2021
Aaron J MooreChief Financial Officer
Joseph I CastroEx-officio/chancellor as of 1/1/2021
Timothy P WhiteEx-officio/chancellor Until 12/31/20
Kristin CrellinSecretary
Michael a LuckiTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$7,526,858
Program Service Revenue
$739
Investment Income
$3,349,756
Other Revenue
$267,290
All Other Contributions
$7,526,858
Change in Net Assets
$5,287,984

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 Amount
Other Non Cash Contri Table97,452$331,716
Other Non Cash Contri Table2,300$91,885
Other Non Cash Contri Table52,000$10,920
Other Non Cash Contri Table78$2,729
Total Noncash Contributions151,830$437,250

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,106,685
Revenue Not Reported on Financial Statements
$37,958
Revenue Not Reported on Form 990
$6,561,490
Total Revenue per Audited Statements
$17,668,175
Total Revenue per Form 990
$11,144,643
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$5,484,773
Other Expenses$371,886
Total Fundraising Expense$6,578
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$2,853,694--$2,853,694
Grants to Domestic Orgs$2,631,079--$2,631,079
Fees for Service Investment Mgmnt Fees-$37,958-$37,958
Fees for Services Accounting-$37,600-$37,600
Information Technology-$27,124-$27,124
Advertising$11,626--$11,626
Other Expenses$673$16,666$6,578$7,251
Office Expenses$6,507$44-$6,551
Conferences and Meetings$5,328$9-$5,337
Insurance-$5,231-$5,231
Fees for Services Lobbying$4,082--$4,082
Fees for Services Legal-$1,641-$1,641
Total Functional Expenses$5,723,808$126,273$6,578$5,856,659

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$6,231,458
Total Expenses per Form 990$5,856,659
Expenses per Audited Statements$5,818,701
Expenses Not Reported on Form 990$412,757
Expenses Not Reported on Financial Statements$37,958
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Csu BakersfieldBakersfield, CAGovernmentDonation of Hand Sanitizer, Protective Masks, Headsets$1,900,439
The Regents of the Univ of MichiganPittsburgh, PA501(c)(3)Csu Certificate Sequence Participants in the Teachingworks Program$150,000
Csu Dominguez HillsCarson, CAGovernmentDonation of Hand Sanitizer and Headsets$60,000
Csudh Philanthropic FoundationCarson, CA501(c)(3)Subaward Funds to Support Extended Education Registration Fees for In-service Teachers$60,000
Csu NorthridgeNorthridge, CAGovernmentAnnual Endowment Distribution for the Real Estate and Land Use Institute Student Scholarships Program$26,400
Chicano Latino Youth Leadership ProjectSacramento, CA501(c)(3)Sponsorship of the 2020 Leadership Conference$20,000
Csu Bakersfield FoundationBakersfield, CA501(c)(3)FACULTY INNOVATION AND LEADERSHIP AWARD RECIPIENT JOHN TARJAN'S CHARITABLE DONATION$15,000
Telacu Education FoundationCommerce, CA501(c)(3)SPONSORSHIP OF TELACU'S BUILDING THE DREAM GALA$15,000
Csun FoundationNorthridge, CA501(c)(3)Annual Endowment Distribution for the Real Estate and Land Use Institute Program Support$14,186
Csu Channel IslandsCamarillo, CAGovernmentDonation of Hand Sanitizer, Protective Masks, Headsets$10,000
A2mendElk Grove, CA501(c)(3)Sponsorship of the 2021 Virtual A2mend 14th Annual African American Male Summit$7,500
Cal Asian Chamber of CommerceSacramento, CA501(c)(6)Sponsorship of the 2020 Resiliency & Recovery Conference$5,000
Csu ChicoChico, CAGovernmentDonation of Hand Sanitizer, Protective Masks, Headsets$5,000
Csu East BayHayward, CAGovernmentDonation of Hand Sanitizer, Protective Masks, Headsets$5,000
Cal Maritime AcademyVallejo, CAGovernmentDonation of Hand Sanitizer and Headsets-
Cal Poly PomonaPomona, CAGovernmentDonation of Hand Sanitizer, Protective Masks, Headsets-
Csu FresnoFresno, CAGovernmentDonation of Hand Sanitizer and Headsets-
Csu FullertonFullerton, CAGovernmentDonation of Hand Sanitizer, Protective Masks, Headsets-
Csu Los AngelesLos Angeles, CAGovernmentDonation of Hand Sanitizer, Protective Masks, Headsets-
Csu Monterey BaySeaside, CAGovernmentDonation of Hand Sanitizer and Headsets-
Csu SacramentoSacramento, CAGovernmentDonation of Hand Sanitizer, Protective Masks, Headsets-
Csu San BernardinoSan Bernardino, CAGovernmentDonation of Hand Sanitizer and Headsets-
Csu StanislausTurlock, CAGovernmentDonation of Hand Sanitizer, Protective Masks, Headsets-
Excelencia in EducationWashington, DC501(c)(3)Sponsorship - Hispanic Serving Institutions-
National Association of Pres AssistConway, AR501(c)(3)Sponsorship and Annual Membership-
San Diego StateSan Diego, CAGovernmentDonation of Hand Sanitizer and Headsets-
San Jose StateSan Jose, CAGovernmentDonation of Hand Sanitizer, Protective Masks, Headsets-
Sonoma StateRohnert Park, CAGovernmentDonation of Hand Sanitizer, Protective Masks, Headsets-
The University CorporationSan Francisco, CA501(c)(3)Subaward Funds to Support Extended Education Registration Fees for In-service Teachers-
Trustees of the CsuLong Beach, CAGovernmentSee Schedule I, Part Iv-
UnitelaLos Angeles, CA501(c)(3)Sponsorship - Cash for College-
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
Yes
Subject to proxy tax
No

Reported Spending and Taxes

Line ItemAmount
Political Expenditures$4,082
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Charitable Gift Annuity$9,246,558
Alumni Council Liability$167,096
Crut Payables$150,912
Uncleared Collection$35,178
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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 entity has no employees.

Form 990, Part VI, Section C, Line 19

Governing documents, conflict of interest policy, and finanical statements are posted to the organization's website at: 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, LONG BEACH, CA 90802

Signing Officer

Name
Aaron J Moore
Title
CFO
Phone
5629514810
Signed
2021-12-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Larry Salinas
Formed
1962
Legal Domicile
CA
Voting Board Members
18
Independent Board Members
17
Employees
0
Volunteers
20

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 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 v, line 1f: for 2017-18, the csu foundation changed what items are included in administrative expenses for endowments. In prior years, only investment management fees were included. Beginning in 2017-18, we also included our internal endowment management fee of 0.50% charged to each endowment annually to fund the administrative costs incurred by the foundation for managing the endowment.

PART X, LINE 2:

Fin 48: 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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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd8X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt16173940
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20119544
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2186241
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2259020
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2351350
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt240
IRS990/Form990PartVIISectionAGrp/PersonNm0RONALD R BARHORST
IRS990/Form990PartVIISectionAGrp/PersonNm1KRISTIN CRELLIN
IRS990/Form990PartVIISectionAGrp/PersonNm2MICHAEL A LUCKI
IRS990/Form990PartVIISectionAGrp/PersonNm3MICHAEL LIZARRAGA
IRS990/Form990PartVIISectionAGrp/PersonNm4HECTOR V BARRETO
IRS990/Form990PartVIISectionAGrp/PersonNm5PETER BRIGHTBILL
IRS990/Form990PartVIISectionAGrp/PersonNm6RONALD FONG
IRS990/Form990PartVIISectionAGrp/PersonNm7GEORGE M MARCUS
IRS990/Form990PartVIISectionAGrp/PersonNm8ALI C RAZI
IRS990/Form990PartVIISectionAGrp/PersonNm9SHARI M SLATE
IRS990/Form990PartVIISectionAGrp/PersonNm10KERI ASKEW BAILEY
IRS990/Form990PartVIISectionAGrp/PersonNm11JACQUELINE TRAPP
IRS990/Form990PartVIISectionAGrp/PersonNm12GADDI H VASQUEZ
IRS990/Form990PartVIISectionAGrp/PersonNm13SCOTT WELLS
IRS990/Form990PartVIISectionAGrp/PersonNm14GILLIAN A WRIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm15HENRY T PEREA
IRS990/Form990PartVIISectionAGrp/PersonNm16TIMOTHY P WHITE
IRS990/Form990PartVIISectionAGrp/PersonNm17KIMBERLEY GOODE
IRS990/Form990PartVIISectionAGrp/PersonNm18FRED RUIZ
IRS990/Form990PartVIISectionAGrp/PersonNm19JOSEPH I CASTRO
IRS990/Form990PartVIISectionAGrp/PersonNm20GARRETT P ASHLEY
IRS990/Form990PartVIISectionAGrp/PersonNm21LORI A REDFEARN
IRS990/Form990PartVIISectionAGrp/PersonNm22AARON J MOORE
IRS990/Form990PartVIISectionAGrp/PersonNm23WENDY CHAVIRA GARCIA
IRS990/Form990PartVIISectionAGrp/PersonNm24LARRY SALINAS
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/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/ReportableCompFromRltdOrgAmt16584797
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20316742
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt21212806
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt22115620
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2391595
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR UNTIL 12/23/2021
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/TitleTxt16EX-OFFICIO/CHANCELLOR UNTIL 12/31/2020
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR AS OF 3/15/21
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR AS OF 3/15/21
IRS990/Form990PartVIISectionAGrp/TitleTxt19EX-OFFICIO/CHANCELLOR AS OF 1/1/2021
IRS990/Form990PartVIISectionAGrp/TitleTxt20PRESIDENT UNTIL 4/30/21
IRS990/Form990PartVIISectionAGrp/TitleTxt21VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt22CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt23ASSISTANT SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt24PRESIDENT AS OF 5/1/21
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01962
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolAndSepBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt02903194
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GrantAmt02084425
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt02853694
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt02853694
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02631079
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02631079
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt015419119
IRS990/GrossReceiptsAmt023660568
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt027124
IRS990/InformationTechnologyGrp/TotalAmt027124
IRS990/InsuranceGrp/ManagementAndGeneralAmt05231
IRS990/InsuranceGrp/TotalAmt05231
IRS990/InvestmentIncomeGrp/ExclusionAmt0445128
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0446562
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt01434
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt07810789
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt010039830
IRS990/InvestmentsPubTradedSecGrp/BOYAmt024817360
IRS990/InvestmentsPubTradedSecGrp/EOYAmt030976090
IRS990/IRPDocumentCnt01
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt012515925
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0ESTABLISHED 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt035866510
IRS990/NetAssetsOrFundBalancesEOYAmt047303227
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02903194
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02903194
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt06148733
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05326687
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt06903889
IRS990/NoncashContributionsAmt0437250
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt044
IRS990/OfficeExpensesGrp/ProgramServicesAmt06507
IRS990/OfficeExpensesGrp/TotalAmt06551
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt07926821
IRS990/OtherAssetsTotalGrp/EOYAmt09467111
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc1FUNDRAISING
IRS990/OtherExpensesGrp/FundraisingAmt06578
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt016666
IRS990/OtherExpensesGrp/ProgramServicesAmt0210819
IRS990/OtherExpensesGrp/ProgramServicesAmt1673
IRS990/OtherExpensesGrp/TotalAmt0227485
IRS990/OtherExpensesGrp/TotalAmt17251
IRS990/OtherLiabilitiesGrp/BOYAmt07974976
IRS990/OtherLiabilitiesGrp/EOYAmt09599744
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0ADMINISTRATIVE FEES
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0190370
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt176920
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0190370
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt176920
IRS990/OtherRevenueTotalAmt0267290
IRS990/OtherWebsiteInd0X
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01328631
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt03398760
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt048098
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt020093
IRS990/PrincipalOfficerNm0LARRY SALINAS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0MEETING REGISTRATION FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0739
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0739
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.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0890689
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0651654
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0739
IRS990/ProgSrvcAccomActy3Grp/Desc0THE CSU FOUNDATION PROVIDED SCHOLARSHIPS TO 570 STUDENTS THROUGHOUT THE CSU SYSTEM.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt02748694
IRS990/ProgSrvcAccomActy3Grp/GrantAmt02748694
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt07081783
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt08284964
IRS990/PYInvestmentIncomeAmt01375008
IRS990/PYOtherExpensesAmt0660772
IRS990/PYOtherRevenueAmt0170755
IRS990/PYProgramServiceRevenueAmt01400
IRS990/PYRevenuesLessExpensesAmt0-316790
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt08945736
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08628946
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt05287984
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01

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