Civic Intelligence

Sonoma State University Academic Foundation Inc

990 • Fiscal year 2016 • EIN 99-0157509

Jul 01, 2015 to Jun 30, 2016 • Filed on Dec 05, 2016

1801 East Cotati AveRohnert Park, CA 94928

(707) 664-3251

Siviq Scores

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

Liabilities / Assets

8th percentile

0.01x

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

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

10th percentile

0.05x

Higher debt load relative to revenue than 10% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Net Margin

91st percentile

44%

Higher net margin than 91% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

82nd percentile

$466,436

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 7.7% of source-year revenue.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Asset Growth

10th percentile

-7.7%

Faster asset growth than 10% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

24th percentile

-7.6%

Faster revenue growth than 24% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Assets

Down

$46,354,698

Down $3,858,843 (-7.7%) from 2015

Net Assets

Down

$46,078,468

Down $1,198,737 (-2.5%) from 2015

Liabilities

Down

$276,230

Down $2,660,106 (-91%) from 2015

Revenue

Down

$6,079,198

Down $496,953 (-7.6%) from 2015

Expenses

Down

$3,402,911

Down $923,103 (-21%) from 2015

Net Income

Up

$2,676,287

Up $426,150 (+19%) from 2015

Historical Trend

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2010: $39,497,222Liabilities 2010: $3,349,299Net Assets 2010: $36,147,9232010Assets 2011: $47,305,293Liabilities 2011: $3,277,127Net Assets 2011: $44,028,1662011Assets 2012: $43,626,888Liabilities 2012: $3,026,810Net Assets 2012: $40,600,0782012Assets 2013: $43,988,698Liabilities 2013: $2,984,958Net Assets 2013: $41,003,7402013Assets 2014: $49,381,255Liabilities 2014: $2,925,187Net Assets 2014: $46,456,0682014Assets 2015: $50,213,541Liabilities 2015: $2,936,336Net Assets 2015: $47,277,2052015Assets 2016: $46,354,698Liabilities 2016: $276,230Net Assets 2016: $46,078,4682016Assets 2017: $47,864,294Liabilities 2017: $50,674Net Assets 2017: $47,813,6202017Assets 2018: $47,795,293Liabilities 2018: $37,362Net Assets 2018: $47,757,9312018Assets 2019: $50,697,110Liabilities 2019: $63,817Net Assets 2019: $50,633,2932019Assets 2020: $51,195,407Liabilities 2020: $8,034Net Assets 2020: $51,187,3732020Assets 2021: $66,635,911Liabilities 2021: $3,979Net Assets 2021: $66,631,9322021Assets 2022: $64,469,911Liabilities 2022: $800Net Assets 2022: $64,469,1112022Assets 2023: $68,350,668Liabilities 2023: $2,943Net Assets 2023: $68,347,7252023Assets 2024: $72,662,140Liabilities 2024: $1,973Net Assets 2024: $72,660,1672024Assets 2025: $79,778,626Liabilities 2025: $4,818Net Assets 2025: $79,773,8082025

Highlighted filing

2016

Assets$46,354,698
Liabilities$276,230
Net Assets$46,078,468

Operations Trend

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $4,300,3152010Expenses 2011: $8,179,2042011Revenue 2012: $11,715,500Expenses 2012: $14,505,864Net Income 2012: -$2,790,3642012Expenses 2013: $4,956,2202013Revenue 2014: $6,357,317Expenses 2014: $3,908,548Net Income 2014: $2,448,7692014Revenue 2015: $6,576,151Expenses 2015: $4,326,014Net Income 2015: $2,250,1372015Revenue 2016: $6,079,198Expenses 2016: $3,402,911Net Income 2016: $2,676,2872016Revenue 2017: $4,232,303Expenses 2017: $3,468,518Net Income 2017: $763,7852017Revenue 2018: $4,460,620Expenses 2018: $4,089,479Net Income 2018: $371,1412018Revenue 2019: $5,279,285Expenses 2019: $2,892,939Net Income 2019: $2,386,3462019Revenue 2020: $5,138,612Expenses 2020: $4,277,138Net Income 2020: $861,4742020Revenue 2021: $10,158,820Expenses 2021: $3,213,557Net Income 2021: $6,945,2632021Revenue 2022: $11,852,878Expenses 2022: $3,998,564Net Income 2022: $7,854,3142022Revenue 2023: $7,017,403Expenses 2023: $5,383,108Net Income 2023: $1,634,2952023Revenue 2024: $3,641,665Expenses 2024: $4,193,197Net Income 2024: -$551,5322024Revenue 2025: $9,522,908Expenses 2025: $4,853,524Net Income 2025: $4,669,3842025

Highlighted filing

2016

Revenue$6,079,198
Expenses$3,402,911
Net Income$2,676,287
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Dec 5, 2016
Return Version
2015v2.1
Gross Receipts
$15,438,921
Mission and Program Overview

Mission

The foundation's principal mission is to receive and administer gifts that enhance and promote sonoma state university's educational mission. The activities of the foundation are directed by a board of community, student, faculty and administrative representatives. The foundation is a csu auxillary organization, as defined in title 5 of the california code of regulations.

To administer gifts that enhance and promote sonoma state university's educational mission.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$46,437,583$45,266,984▼ $1,170,599
Investments in Publicly Traded Securities$29,038,312$26,500,496▼ $2,537,816
Investments Other Securities$11,092,204$12,287,292▲ $1,195,088
Pledges and Grants Receivable$1,940,646$4,015,506▲ $2,074,860
Other Notes and Loans Receivable, Net$3,737,275$0▼ $3,737,275
Cash and Non-Interest-Bearing Accounts$608,713$1,486,395▲ $877,682
Land, Buildings, and Equipment, Net$1,339,622$811,484▼ $528,138
Cap Stk Tr Prin Current Funds$839,622$811,484▼ $28,138
Savings and Temporary Cash Investments$1,193,422$85,765▼ $1,107,657
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$50,213,541$46,354,698▼ $3,858,843
Other Assets Total$1,263,347$1,167,760▼ $95,587
Liabilities
Accounts Payable and Accrued Expenses$81,374$256,830▲ $175,456
Other Liabilities$2,854,962$19,400▼ $2,835,562
Total Liabilities$2,936,336$276,230▼ $2,660,106
Net Assets / Fund Balance
Total Net Assets Fund Balance$47,277,205$46,078,468▼ $1,198,737
Total Liabilities and Net Assets / Fund Balance$50,213,541$46,354,698▼ $3,858,843

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$296,884$680,909-
Land$514,600--
Other Securities$3,960,142--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$35,101,907$1,008,228▼ $1,696,249-$36,068,866
2014$32,328,202$2,740,406▲ $33,299-$35,101,907
2013$31,866,960$536,578▼ $75,336-$32,328,202
2012$30,866,091$1,003,548▼ $2,679-$31,866,960
2011$28,137,286$2,546,002▲ $182,803-$30,866,091
Compensation and Service Providers

Employees

NameTitleOtherTotal
Dr Jean Bee ChanDirector$18,138$18,138

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$5,302,586
Program Service Revenue
$163,919
Investment Income
$536,324
Other Revenue
$76,369
All Other Contributions
$5,302,586
Change in Net Assets
$2,676,287

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded9$78,248Fair Market Value (FMV)
Total Noncash Contributions9$78,248-

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,033,651
Revenue Not Reported on Financial Statements
$45,547
Revenue Not Reported on Form 990
$-3,875,024
Other Revenue Adjustments
$-91,753
Total Revenue per Audited Statements
$2,158,627
Total Revenue per Form 990
$6,079,198
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,115,881
Other Expenses$287,030
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,115,881--$3,115,881
Fees for Service Investment Mgmnt Fees-$128,915-$128,915
Fees for Services Legal-$53,582-$53,582
Fees for Services Accounting-$48,835-$48,835
Depreciation Depletion$28,138--$28,138
Insurance-$19,047-$19,047
Occupancy-$1,614-$1,614
Other Expenses$0$500$0$500
Office Expenses-$332-$332
Total Functional Expenses$3,144,019$258,892$0$3,402,911

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,402,911
Total Expenses per Audited Statements$3,357,364
Expenses per Audited Statements$3,265,611
Expenses Not Reported on Financial Statements$137,300
Expenses Not Reported on Form 990$91,753
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sonoma State UniversityRohnert Park, CA115Program Support$3,115,881

International Summary

Offices
0
Employees
0
Spending
$7,787,774

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas,International Investments-00$7,787,774
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
Deposits$19,400
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

The cfo reviews the draft return for accuracy and reasonableness who then makes the draft available to the board to review and make inquiries prior to filing with irs.

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

Once a year, the foundation's attorney meets with the board to discuss conflict of interest and what it means. The policy is reviewed and all board members are given the opportunity to disclose any conflicts before signing a statement that is kept on file.

Form 990, Part VI, Section B, Line 15

Sonoma state university academic foundation, inc. Does not have any employees. Sonoma state university a related organization, does compensate employees. Sonoma state university has a formal compensation review policy and university policies are established and followed by all university employees.

Form 990, Part VI, Section C, Line 19

Governing documents, conflict of interest policy, and financial statements are available to the public upon request and can be found on the organizations' website.

Filing and Contact Details

Filer

Filer Name
Sonoma State University Academic
EIN
99-0157509
Phone
7076643251
Address
1801 EAST COTATI AVE, ROHNERT PARK, CA 94928

Signing Officer

Name
Amanda Visser
Title
CFO
Phone
7076643251
Signed
2016-12-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amanda Visser
Formed
1974
Legal Domicile
CA
Voting Board Members
29
Independent Board Members
19
Employees
0
Volunteers
19

Preparer

Firm
Akt Llp
Address
312 S JUNIPER STREET SUITE 100, ESCONDIDO, CA 92025
Preparer
Elsa a Romero
Phone
7607461560
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Charitable remainder trust change in value -2,462,633.

Financial Statement Notes

PART V, LINE 4:

These endowments provide a perpetual stream of annual income in support of university academic and academic-related programs and scholarships.

PART X, LINE 2:

The foundation accounting standards generally accepted in the united states of america related to the recognition of uncertain tax positions. The foundation recognizes accrued interest and penalties associated with uncertain tax positions as part of the statements of revenues, expenses, and changes in net position, when applicable. Management has determined that the foundation has no uncertain tax positions at june 30, 2016 and 2015 and therefore no amounts have been accrued.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Charitable remainder trust change in value -2,462,633.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Rental expense net with revenue -91,753.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Rental expense net with revenue 91,753.

Raw XML AppendixShowing 400 of 890 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.

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IRS990/Form990PartVIISectionAGrp/PersonNm4JEANNETTE ANGLIN
IRS990/Form990PartVIISectionAGrp/PersonNm5HERM BENEDETTI
IRS990/Form990PartVIISectionAGrp/PersonNm6SANFORD BRESSICK
IRS990/Form990PartVIISectionAGrp/PersonNm7SAM BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm8DR JEAN BEE CHAN
IRS990/Form990PartVIISectionAGrp/PersonNm9ANITA CHRISTMAS
IRS990/Form990PartVIISectionAGrp/PersonNm10DR LYNN COMINSKY
IRS990/Form990PartVIISectionAGrp/PersonNm11DAN CONDRON
IRS990/Form990PartVIISectionAGrp/PersonNm12DR ROBERT EYLER
IRS990/Form990PartVIISectionAGrp/PersonNm13LAURENCE FURUKAWA-SCHLERETH
IRS990/Form990PartVIISectionAGrp/PersonNm14DAN LANAHAN
IRS990/Form990PartVIISectionAGrp/PersonNm15DAN LIBARLE
IRS990/Form990PartVIISectionAGrp/PersonNm16WALLACE LOWRY
IRS990/Form990PartVIISectionAGrp/PersonNm17MIKE MAROVICH
IRS990/Form990PartVIISectionAGrp/PersonNm18DR ANDREA NEVES
IRS990/Form990PartVIISectionAGrp/PersonNm19KENNETH PENNINGTON
IRS990/Form990PartVIISectionAGrp/PersonNm20DR ANDREW ROGERSON
IRS990/Form990PartVIISectionAGrp/PersonNm21IRWIN ROTHENBERG
IRS990/Form990PartVIISectionAGrp/PersonNm22DR WILLIAM SILVER
IRS990/Form990PartVIISectionAGrp/PersonNm23MICHAEL SULLIVAN
IRS990/Form990PartVIISectionAGrp/PersonNm24MICHAEL TROY
IRS990/Form990PartVIISectionAGrp/PersonNm25THOMAS GILLESPIE
IRS990/Form990PartVIISectionAGrp/PersonNm26BRENT THOMAS
IRS990/Form990PartVIISectionAGrp/PersonNm27BRANDON MERCER
IRS990/Form990PartVIISectionAGrp/PersonNm28KEVIN MCMAHON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0374300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1163717
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2146919
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3146919
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt818138
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10177272
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11144449
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt12147705
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt13242043
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20218757
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt22203272
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
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/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt27DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt28DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01974
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-38270
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt029
IRS990/GrantAmt03115881
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt03115881
IRS990/GrantsToDomesticOrgsGrp/TotalAmt03115881
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt09229700
IRS990/GrossReceiptsAmt015438921
IRS990/GrossRentsGrp/RealAmt0168122
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt010
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt019047
IRS990/InsuranceGrp/TotalAmt019047
IRS990/InvestmentIncomeGrp/ExclusionAmt0574594
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0574594
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt011092204
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt012287292
IRS990/InvestmentsPubTradedSecGrp/BOYAmt029038312
IRS990/InvestmentsPubTradedSecGrp/EOYAmt026500496
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0680909
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01339622
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0811484
IRS990/LandBldgEquipCostOrOtherBssAmt01492393
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt09267970
IRS990/LessRentalExpensesGrp/RealAmt091753
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE FOUNDATION'S PRINCIPAL MISSION IS TO RECEIVE AND ADMINISTER ENDOWMENT GIFTS AND PLANNED GIVING THAT ENHANCE AND PROMOTE SONOMA STATE UNIVERSITY'S EDUCATIONAL MISSION. THE ACTIVITIES OF THE FOUNDATION ARE DIRECTED BY A BOARD OF COMMUNITY, STUDENT, FACULTY AND ADMINISTRATIVE REPRESENTATIVES. THE FOUNDATION IS A CALIFORNIA STATE UNIVERSITY AUXILIARY ORGANIZATION, AS DEFINED IN TITLE 5 OF THE CALIFORNIA CODE OF REGULATIONS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt047277205
IRS990/NetAssetsOrFundBalancesEOYAmt046078468
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-38270
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-38270
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt076369
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt076369
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-1412391
IRS990/NoncashContributionsAmt078248
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt01614
IRS990/OccupancyGrp/TotalAmt01614
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0332
IRS990/OfficeExpensesGrp/TotalAmt0332
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01263347
IRS990/OtherAssetsTotalGrp/EOYAmt01167760
IRS990/OtherChangesInNetAssetsAmt0-2462633
IRS990/OtherExpensesGrp/Desc0HOSPITALITY
IRS990/OtherExpensesGrp/Desc1OTHER EXPENSES
IRS990/OtherExpensesGrp/Desc2MEMBERSHIPS
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04254
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11813
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2500
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/TotalAmt04254
IRS990/OtherExpensesGrp/TotalAmt11813
IRS990/OtherExpensesGrp/TotalAmt2500
IRS990/OtherLiabilitiesGrp/BOYAmt02854962
IRS990/OtherLiabilitiesGrp/EOYAmt019400
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt03737275
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01940646
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt04015506
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0AMANDA VISSER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0CAMPUS PROGRAMS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0163919
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0163919

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$79.8$0.00$79.8$9.52$4.85$4.67
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$72.7$0.00$72.7$3.64$4.19$0.55
2023Detailed filing. Detailed filing data is available for this year.$68.4$0.00$68.3$7.02$5.38$1.63
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$64.5$0.00$64.5$11.9$4.00$7.85
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$66.6$0.00$66.6$10.2$3.21$6.95
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$51.2$0.01$51.2$5.14$4.28$0.86
2019Detailed filing. Detailed filing data is available for this year.$50.7$0.06$50.6$5.28$2.89$2.39
2018Detailed filing. Detailed filing data is available for this year.$47.8$0.04$47.8$4.46$4.09$0.37
2017Summary only. Only limited summary data is available for this year.$47.9$0.05$47.8$4.23$3.47$0.76
2016Detailed filing. Detailed filing data is available for this year.$46.4$0.28$46.1$6.08$3.40$2.68
2015Detailed filing. Detailed filing data is available for this year.$50.2$2.94$47.3$6.58$4.33$2.25
2014Detailed filing. Detailed filing data is available for this year.$49.4$2.93$46.5$6.36$3.91$2.45
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$44.0$2.98$41.0$4.96
2012Summary only. Only limited summary data is available for this year.$43.6$3.03$40.6$11.7$14.5$2.79
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$47.3$3.28$44.0$8.18
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.5$3.35$36.1$4.30