Civic Intelligence

Sonoma State University Academic Foundation Inc

990 • Fiscal year 2021 • EIN 99-0157509

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 03, 2021

Organization ProfileWWW.SONOMA.EDU

View Organization Page

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

3rd percentile

0.00x

Higher debt load relative to assets than 3% of similar nonprofits.

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

Liabilities / Revenue

4th percentile

0.00x

Higher debt load relative to revenue than 4% of similar nonprofits.

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

Net Margin

93rd percentile

68%

Higher net margin than 93% of similar nonprofits.

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

Top Officer Pay

69th percentile

$475,475

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 4.7% 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

89th percentile

98%

Faster revenue growth than 89% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets3rd percentile

Assets

Up

$66,635,911

Up $15,440,504 (+30%) from 2020

Net Assets

Up

$66,631,932

Up $15,444,559 (+30%) from 2020

Liabilities

Down

$3,979

Down $4,055 (-50%) from 2020

Revenue And Expenses
Liabilities / Revenue4th percentileNet Margin93rd percentile

Revenue

Up

$10,158,820

Up $5,020,208 (+98%) from 2020

Expenses

Down

$3,213,557

Down $1,063,581 (-25%) from 2020

Net Income

Up

$6,945,263

Up $6,083,789 (+706%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

2021

Assets$66,635,911
Liabilities$3,979
Net Assets$66,631,932
Open 2021 Filing

Operations Trend

Revenue Growth89th percentile

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

2021

Revenue$10,158,820
Expenses$3,213,557
Net Income$6,945,263
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 3, 2021
Return Version
2020v4.1
Gross Receipts
$14,384,183
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$50,488,440$66,498,814▲ $16,010,374
Investments in Publicly Traded Securities$34,922,792$45,990,424▲ $11,067,632
Investments Other Securities$12,020,115$16,466,097▲ $4,445,982
Pledges and Grants Receivable$2,042,734$2,127,797▲ $85,063
Cash and Non-Interest-Bearing Accounts$394,218$658,492▲ $264,274
Land, Buildings, and Equipment, Net$698,933$133,118▼ $565,815
Cap Stk Tr Prin Current Funds$698,933$133,118▼ $565,815
Savings and Temporary Cash Investments$89,549$89,650▲ $101
Prepaid Expenses and Deferred Charges$3,144$0▼ $3,144
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$51,195,407$66,635,911▲ $15,440,504
Other Assets Total$1,023,922$1,170,333▲ $146,411
Liabilities
Other Liabilities$6,900$2,950▼ $3,950
Accounts Payable and Accrued Expenses$1,134$1,029▼ $105
Total Liabilities$8,034$3,979▼ $4,055
Net Assets / Fund Balance
Total Net Assets Fund Balance$51,187,373$66,631,932▲ $15,444,559
Total Liabilities and Net Assets / Fund Balance$51,195,407$66,635,911▲ $15,440,504

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$30,198$160,578-
Land$102,920--
Other Securities$3,362,256--
Closely Held Equity Interests$13,063,909--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$40,729,139$1,581,754▲ $2,514,913-$44,825,806
2019$38,557,237$660,984▲ $1,510,918-$40,729,139
2018$36,773,767$2,063,494▼ $280,024-$38,557,237
2017$36,386,802$310,345▲ $76,620-$36,773,767
2016$36,068,866$178,464▲ $139,472-$36,386,802
Compensation and Service Providers
Top Officer Pay69th percentile

Board Members and Trustees

NameTitle
Dr Mario a PerezChair & President
Mr David FelteVice Chair
Dr Andrea NevesDirector
Dr Jean Bee ChanDirector
Dr Judy K SakakiDirector
Dr Lynn StaufferDirector
MR ROBERT U'RENDirector
Mr Brent ThomasDirector
Mr Dan LibarleDirector
Mr Irwin RothenbergDirector
Mr Joseph HuangDirector
Mr Michael SullivanDirector
Mr Randy PenningtonDirector
Mr Terry AtkinsonDirector
Mr Thomas GillespieDirector
Mr Tom IsaakDirector
Ms Anita ChristmasDirector
Ms Emily MillerDirector
Ms Jeannette AnglinDirector
Ms Joyce LopesDirector
Ms Melissa KadarDirector
Ms Amanda VisserChief Financial Officer
Mr Ian HannahChief Operating Officer & Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$2,656,945
Program Service Revenue
$115,145
Investment Income
$7,410,946
Other Revenue
$-24,216
All Other Contributions
$2,656,945
Change in Net Assets
$6,945,263

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 Traded2$77,620Fair Market Value (FMV)
Total Noncash Contributions2$77,620-

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,878,660
Revenue Not Reported on Financial Statements
$280,160
Revenue Not Reported on Form 990
$8,600,492
Other Revenue Adjustments
$64,924
Total Revenue per Audited Statements
$18,479,152
Total Revenue per Form 990
$10,158,820
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,890,644
Other Expenses$322,913
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,890,644--$2,890,644
Fees for Service Investment Mgmnt Fees-$215,236-$215,236
Fees for Services Accounting-$39,500-$39,500
Insurance-$13,625-$13,625
Fees for Services Legal-$5,951-$5,951
Fees for Services Other-$5,118-$5,118
Other Expenses$0$157$0$157
Office Expenses-$47-$47
Total Functional Expenses$2,890,644$322,913$0$3,213,557

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,213,557
Total Expenses per Audited Statements$3,034,593
Expenses per Audited Statements$2,928,710
Expenses Not Reported on Financial Statements$284,847
Expenses Not Reported on Form 990$105,883
Other Expense Adjustments$69,611
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sonoma State UniversityRohnert Park, CA501(c)(3)Program Support$2,828,286
Boys & Girls Club of Santa RosaSanta Rosa, CA501(c)(3)Program Support$20,786
Father Flanagans Boys HomeBoys Town, NE501(c)(3)Program Support$20,786
Hanna Boys CenterSonoma, CA501(c)(3)Program Support$20,786

International Summary

Offices
0
Employees
0
Spending
$10,512,227

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
Yes
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,Hedge Funds Private Equity Investments-00$10,512,227
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$2,950
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
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 4

“Bylaws revised on june 14, 2021.”

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

“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 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 also be found on the organizations' website.”

Filing and Contact Details

Filer

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

Signing Officer

Name
Amanda Visser
Title
CFO
Phone
7076643251
Signed
2021-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amanda Visser
Formed
1974
Legal Domicile
CA
Voting Board Members
23
Independent Board Members
17
Employees
0
Volunteers
23

Preparer

Firm
Aldrich Cpas and Advisors Llp
Address
7676 HAZARD CENTER DRIVE STE 1300, SAN DIEGO, CA 92108
Preparer
Elsa a Romero
Phone
6198104940
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Gaap/tax difference partnership k-1 ubi 4,687.”

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 utilizes 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, 2021 and 2020 and therefore no amounts have been accrued.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Rental expense netted with revenue 105,883.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Gaap/tax difference partnership k-1 ubi -4,687. Non operating expenses (grants) netted with revenue 62,358. Ubi refunds reported as revenue 7,253.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Rental expense netted with revenue 105,883.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Non operating expenses netted with revenue 62,358. Ubi refunds reported as revenue 7,253.”

Raw XML AppendixShowing 400 of 852 raw XML fields

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

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01134
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01029
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO ADMINISTER GIFTS THAT ENHANCE AND PROMOTE SONOMA STATE UNIVERSITY'S EDUCATIONAL MISSION.
IRS990/AllOtherContributionsAmt02656945
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum07076643251
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01801 EAST COTATI AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0ROHNERT PARK
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd094928
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0698933
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0133118
IRS990/CashNonInterestBearingGrp/BOYAmt0394218
IRS990/CashNonInterestBearingGrp/EOYAmt0658492
IRS990/ChangeToOrgDocumentsInd01
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02656945
IRS990/CYGrantsAndSimilarPaidAmt02890644
IRS990/CYInvestmentIncomeAmt07410946
IRS990/CYOtherExpensesAmt0322913
IRS990/CYOtherRevenueAmt0-24216
IRS990/CYProgramServiceRevenueAmt0115145
IRS990/CYRevenuesLessExpensesAmt06945263
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt03213557
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt010158820
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0CAMPUS AND SCHOLARSHIP PROGRAMS PROVIDE SUPPORT TO THE UNIVERSITY FOR STUDENTS AND PROGRAMS ALONG WITH ACTIVITIES RELATING TO INSTRUCTIONAL AND STUDENT ENRICHMENT.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt02828286
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt039500
IRS990/FeesForServicesAccountingGrp/TotalAmt039500
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt05951
IRS990/FeesForServicesLegalGrp/TotalAmt05951
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt05118
IRS990/FeesForServicesOtherGrp/TotalAmt05118
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0215236
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0215236
IRS990/ForeignActivitiesInd01
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt160.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt170.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt180.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt190.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt200.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt210.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt2240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt210.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt191.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt201.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt211.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2210.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd22X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt075318
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt253430
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt3106931
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt484667
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt865462
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/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2252119
IRS990/Form990PartVIISectionAGrp/PersonNm0DR MARIO A PEREZ
IRS990/Form990PartVIISectionAGrp/PersonNm1MR DAVID FELTE
IRS990/Form990PartVIISectionAGrp/PersonNm2MR IAN HANNAH
IRS990/Form990PartVIISectionAGrp/PersonNm3DR JUDY K SAKAKI
IRS990/Form990PartVIISectionAGrp/PersonNm4MS JOYCE LOPES
IRS990/Form990PartVIISectionAGrp/PersonNm5MR JOSEPH HUANG
IRS990/Form990PartVIISectionAGrp/PersonNm6MS JEANNETTE ANGLIN
IRS990/Form990PartVIISectionAGrp/PersonNm7MS MELISSA KADAR
IRS990/Form990PartVIISectionAGrp/PersonNm8DR LYNN STAUFFER
IRS990/Form990PartVIISectionAGrp/PersonNm9MS ANITA CHRISTMAS
IRS990/Form990PartVIISectionAGrp/PersonNm10MR THOMAS GILLESPIE
IRS990/Form990PartVIISectionAGrp/PersonNm11MR DAN LIBARLE
IRS990/Form990PartVIISectionAGrp/PersonNm12DR ANDREA NEVES
IRS990/Form990PartVIISectionAGrp/PersonNm13MR RANDY PENNINGTON
IRS990/Form990PartVIISectionAGrp/PersonNm14MR IRWIN ROTHENBERG
IRS990/Form990PartVIISectionAGrp/PersonNm15MR MICHAEL SULLIVAN
IRS990/Form990PartVIISectionAGrp/PersonNm16MR BRENT THOMAS
IRS990/Form990PartVIISectionAGrp/PersonNm17DR JEAN BEE CHAN
IRS990/Form990PartVIISectionAGrp/PersonNm18MR TERRY ATKINSON
IRS990/Form990PartVIISectionAGrp/PersonNm19MR TOM ISAAK
IRS990/Form990PartVIISectionAGrp/PersonNm20MS EMILY MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm21MR ROBERT U'REN
IRS990/Form990PartVIISectionAGrp/PersonNm22MS AMANDA VISSER
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/ReportableCompFromRltdOrgAmt0204118
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2147953
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3368544
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4215975
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt8165734
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/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt22145408
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR & PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHIEF OPERATING OFFICER & SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
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/TitleTxt22CHIEF FINANCIAL OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01974
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt03178101
IRS990/GainOrLossGrp/SecuritiesAmt03487864
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt023
IRS990/GrantAmt02828286
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt02890644
IRS990/GrantsToDomesticOrgsGrp/TotalAmt02890644
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt03724970
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt07060475
IRS990/GrossReceiptsAmt014384183
IRS990/GrossRentsGrp/RealAmt079101
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt013625
IRS990/InsuranceGrp/TotalAmt013625
IRS990/InvestmentIncomeGrp/ExclusionAmt0744981
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0744981
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt012020115
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt016466097
IRS990/InvestmentsPubTradedSecGrp/BOYAmt034922792
IRS990/InvestmentsPubTradedSecGrp/EOYAmt045990424
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0160578
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0698933
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0133118
IRS990/LandBldgEquipCostOrOtherBssAmt0293696
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0546869
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03572611
IRS990/LessRentalExpensesGrp/RealAmt0105883
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/NetAssetsOrFundBalancesBOYAmt051187373
IRS990/NetAssetsOrFundBalancesEOYAmt066631932
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt06665965
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt06665965
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0-26782
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-26782
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt08494609
IRS990/NoncashContributionsAmt077620
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt047
IRS990/OfficeExpensesGrp/TotalAmt047
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01023922
IRS990/OtherAssetsTotalGrp/EOYAmt01170333
IRS990/OtherChangesInNetAssetsAmt04687
IRS990/OtherExpensesGrp/Desc0UNIVERSITY SERVICES
IRS990/OtherExpensesGrp/Desc1MEMBERSHIPS
IRS990/OtherExpensesGrp/Desc2PERMITS AND FEES
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt042693
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1586
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2157
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/TotalAmt042693
IRS990/OtherExpensesGrp/TotalAmt1586
IRS990/OtherExpensesGrp/TotalAmt2157
IRS990/OtherLiabilitiesGrp/BOYAmt06900
IRS990/OtherLiabilitiesGrp/EOYAmt02950
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0UBIT REFUNDS
IRS990/OtherRevenueMiscGrp/Desc1PARTNERSHIP K-1 INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt07253
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt07253
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1-4687
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt0-4687
IRS990/OtherRevenueTotalAmt02566
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt02042734
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt02127797
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt03144
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0AMANDA VISSER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0CAMPUS PROGRAMS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0115145
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0115145
IRS990/ProgSrvcAccomActy2Grp/Desc0SPECIAL PROGRAMS ASSOCIATED PRIMARILY WITH ACADEMIC SUPPORT, STUDENT SERVICES AND INSTITUTIONAL SUPPORT.
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0115145
IRS990/ProgSrvcAccomActy3Grp/Desc0DIRECT DISTRIBUTIONS FROM THE IDA BENSON ENDOWMENT FUND TO FOUR ORGANIZATIONS, BOYS AND GIRLS CLUBS OF SANTA ROSA, FATHER FLANAGANS BOYS HOME AND HANNA BOYS CENTER.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt062358
IRS990/ProgSrvcAccomActy3Grp/GrantAmt062358
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02952118
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt03975509
IRS990/PYInvestmentIncomeAmt02127384
IRS990/PYOtherExpensesAmt0301629
IRS990/PYOtherRevenueAmt0-47188
IRS990/PYProgramServiceRevenueAmt0106298
IRS990/PYRevenuesLessExpensesAmt0861474
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt04277138
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05138612

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$66,635,911
Liabilities
$3,979
Net assets
$66,631,932
Revenue
$10,158,820
Expenses
$3,213,557
Net income
$6,945,263
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
2021Detailed filing. Detailed filing data is available for this year.$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
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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