Civic Intelligence

Sonoma State University Academic Foundation Inc

990 • Fiscal year 2022 • EIN 99-0157509

Jul 01, 2021 to Jun 30, 2022 • Filed on Dec 07, 2022

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.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Liabilities / Revenue

3rd percentile

0.00x

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

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Net Margin

94th percentile

66%

Higher net margin than 94% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Top Officer Pay

67th percentile

$474,086

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 4.0% of source-year revenue.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2022

Asset Growth

41st percentile

-3.3%

Faster asset growth than 41% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2021 to 2022

Revenue Growth

71st percentile

17%

Faster revenue growth than 71% of similar nonprofits.

2022 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets3rd percentile

Assets

Down

$64,469,911

Down $2,166,000 (-3.3%) from 2021

Net Assets

Down

$64,469,111

Down $2,162,821 (-3.2%) from 2021

Liabilities

Down

$800

Down $3,179 (-80%) from 2021

Revenue And Expenses
Liabilities / Revenue3rd percentileNet Margin94th percentile

Revenue

Up

$11,852,878

Up $1,694,058 (+17%) from 2021

Expenses

Up

$3,998,564

Up $785,007 (+24%) from 2021

Net Income

Up

$7,854,314

Up $909,051 (+13%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2022

Assets$64,469,911
Liabilities$800
Net Assets$64,469,111
Open 2022 Filing

Operations Trend

Revenue Growth71st 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

2022

Revenue$11,852,878
Expenses$3,998,564
Net Income$7,854,314
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Dec 7, 2022
Return Version
2021v4.2
Gross Receipts
$15,198,737
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$66,498,814$64,469,111▼ $2,029,703
Investments in Publicly Traded Securities$45,990,424$41,445,968▼ $4,544,456
Investments Other Securities$16,466,097$18,526,020▲ $2,059,923
Pledges and Grants Receivable$2,127,797$2,641,849▲ $514,052
Cash and Non-Interest-Bearing Accounts$658,492$873,432▲ $214,940
Land, Buildings, and Equipment, Net$133,118--
Cap Stk Tr Prin Current Funds$133,118$0▼ $133,118
Savings and Temporary Cash Investments$89,650$80,231▼ $9,419
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$66,635,911$64,469,911▼ $2,166,000
Other Assets Total$1,170,333$902,411▼ $267,922
Liabilities
Other Liabilities$2,950$0▼ $2,950
Accounts Payable and Accrued Expenses$1,029$800▼ $229
Total Liabilities$3,979$800▼ $3,179
Net Assets / Fund Balance
Total Net Assets Fund Balance$66,631,932$64,469,111▼ $2,162,821
Total Liabilities and Net Assets / Fund Balance$66,635,911$64,469,911▼ $2,166,000

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$4,636,904--
Closely Held Equity Interests$13,847,873--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$44,825,806$3,629,186▲ $927,202-$49,382,194
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
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleOtherTotal
Brigitte LahmeDirector$133,760$133,760

Board Members and Trustees

NameTitle
David FelteChair
Tom IsaakBoard Vice-chair
Anita ChristmasDirector
Brent ThomasDirector
Chris FrancoDirector
Dan LibarleDirector
Doug JordanDirector
Dr Andrea NevesDirector
Dr Jean Bee ChanDirector
Dr Judy K SakakiDirector
Dr Lynn StaufferDirector
Irwin RothenbergDirector
Jeannette AnglinDirector
Joseph HuangDirector
Joyce LopesDirector
Michael SullivanDirector
Monir Ahmed - Start 1122Director
Noelia BrambilaDirector
ROBERT U'RENDirector
Randy PenningtonDirector
Stan NoeskDirector
Terry AtkinsonDirector
Thomas GillespieDirector
Travis SaraccoDirector
Dr Mario a PerezChief Executive Officer
Amanda VisserChief Financial Officer
Ian HannahChief Operating Officer & Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$5,746,473
Program Service Revenue
$14,221
Investment Income
$5,974,505
Other Revenue
$117,679
All Other Contributions
$5,746,473
Change in Net Assets
$7,854,314

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 Traded5$218,314Fair Market Value (FMV)
Total Noncash Contributions5$218,314-

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,378,034
Revenue Not Reported on Financial Statements
$474,844
Revenue Not Reported on Form 990
$-9,899,456
Other Revenue Adjustments
$215,400
Total Revenue per Audited Statements
$1,478,578
Total Revenue per Form 990
$11,852,878
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,602,720
Other Expenses$395,844
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$3,602,720--$3,602,720
Fees for Service Investment Mgmnt Fees-$259,444-$259,444
Fees for Services Accounting-$41,250-$41,250
Fees for Services Other-$8,410-$8,410
Insurance-$6,521-$6,521
Information Technology-$3,417-$3,417
Fees for Services Legal-$1,205-$1,205
Depreciation Depletion-$685-$685
Office Expenses-$266-$266
Other Expenses$0$225$0$225
All Other Expenses-$218-$218
Occupancy-$60-$60
Total Functional Expenses$3,602,720$395,844$0$3,998,564

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,998,564
Expenses per Audited Statements$3,641,399
Total Expenses per Audited Statements$3,641,399
Expenses Not Reported on Financial Statements$357,165
Other Expense Adjustments$97,721
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sonoma State UniversityRohnert Park, CA501(c)(3)Program Support$3,504,999
Boys & Girls Club of Santa RosaSanta Rosa, CA501(c)(3)Program Support$24,430
Father Flanagans Boys HomeBoys Town, NE501(c)(3)Program Support$24,430
Hanna Boys CenterSonoma, CA501(c)(3)Program Support$24,430
Sonoma County Family YmcaSanta Rosa, CA501(c)(3)Program Support$24,430

International Summary

Offices
0
Employees
0
Spending
$11,561,142

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
Yes
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the CaribbeanHedge Funds Private Equity Investments-00$11,561,142
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
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

“By laws 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
2022-12-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amanda Visser
Formed
1974
Legal Domicile
CA
Voting Board Members
28
Independent Board Members
20
Employees
0
Volunteers
28

Preparer

Firm
Aldrich Cpas and Advisors Llp
Address
7676 HAZARD CENTER DRIVE STE 1300, SAN DIEGO, CA 92108
Preparer
Debra D Smith CPA
Phone
6198104940
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Gaap/tax difference partnership k-1 ubi -117,679.”

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 is exempt from federal income tax under section 501(c)(3) of the internal revenue code and from california franchise and income tax under section 23701(d) of the revenue and taxation code. Continuance of such exemption is subject to compliance with laws and regulations of the taxing authorities. 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, 2022 and 2021 and therefore, no amounts have been accrued. The foundation files income tax returns in the united states and various state and local jurisdictions.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Gaap/tax difference partnership k-1 ubi 117,679. Non operating expenses (grants) netted with revenue 97,721.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Non operating expenses netted with revenue 97,721.”

Raw XML AppendixShowing 400 of 891 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/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/OtherCompensationAmt2251239
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2337320
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2435042
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt250
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2636355
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2735062
IRS990/Form990PartVIISectionAGrp/PersonNm0DR MARIO A PEREZ
IRS990/Form990PartVIISectionAGrp/PersonNm1DAVID FELTE
IRS990/Form990PartVIISectionAGrp/PersonNm2IAN HANNAH
IRS990/Form990PartVIISectionAGrp/PersonNm3TOM ISAAK
IRS990/Form990PartVIISectionAGrp/PersonNm4DR JUDY K SAKAKI
IRS990/Form990PartVIISectionAGrp/PersonNm5NOELIA BRAMBILA
IRS990/Form990PartVIISectionAGrp/PersonNm6JOSEPH HUANG
IRS990/Form990PartVIISectionAGrp/PersonNm7JEANNETTE ANGLIN
IRS990/Form990PartVIISectionAGrp/PersonNm8CHRIS FRANCO
IRS990/Form990PartVIISectionAGrp/PersonNm9DR LYNN STAUFFER
IRS990/Form990PartVIISectionAGrp/PersonNm10ANITA CHRISTMAS
IRS990/Form990PartVIISectionAGrp/PersonNm11THOMAS GILLESPIE
IRS990/Form990PartVIISectionAGrp/PersonNm12DAN LIBARLE
IRS990/Form990PartVIISectionAGrp/PersonNm13DR ANDREA NEVES
IRS990/Form990PartVIISectionAGrp/PersonNm14RANDY PENNINGTON
IRS990/Form990PartVIISectionAGrp/PersonNm15IRWIN ROTHENBERG
IRS990/Form990PartVIISectionAGrp/PersonNm16MICHAEL SULLIVAN
IRS990/Form990PartVIISectionAGrp/PersonNm17BRENT THOMAS
IRS990/Form990PartVIISectionAGrp/PersonNm18DR JEAN BEE CHAN
IRS990/Form990PartVIISectionAGrp/PersonNm19TERRY ATKINSON
IRS990/Form990PartVIISectionAGrp/PersonNm20TRAVIS SARACCO
IRS990/Form990PartVIISectionAGrp/PersonNm21ROBERT U'REN
IRS990/Form990PartVIISectionAGrp/PersonNm22AMANDA VISSER
IRS990/Form990PartVIISectionAGrp/PersonNm23JOYCE LOPES
IRS990/Form990PartVIISectionAGrp/PersonNm24STAN NOESK
IRS990/Form990PartVIISectionAGrp/PersonNm25MONIR AHMED - START 1122
IRS990/Form990PartVIISectionAGrp/PersonNm26BRIGITTE LAHME
IRS990/Form990PartVIISectionAGrp/PersonNm27DOUG JORDAN
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/ReportableCompFromRltdOrgAmt0205607
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2147931
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4369001
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt22145552
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt23126213
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt24119400
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2697405
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt27143337
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHIEF OPERATING OFFICER & SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD VICE-CHAIR
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/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt27DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01974
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0854702
IRS990/GainOrLossGrp/SecuritiesAmt04200860
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt028
IRS990/GrantAmt03504999
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt03602720
IRS990/GrantsToDomesticOrgsGrp/TotalAmt03602720
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0987135
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt07414286
IRS990/GrossReceiptsAmt015198737
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt03417
IRS990/InformationTechnologyGrp/TotalAmt03417
IRS990/InsuranceGrp/ManagementAndGeneralAmt06521
IRS990/InsuranceGrp/TotalAmt06521
IRS990/InvestmentIncomeGrp/ExclusionAmt0918943
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0918943
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt016466097
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt018526020
IRS990/InvestmentsPubTradedSecGrp/BOYAmt045990424
IRS990/InvestmentsPubTradedSecGrp/EOYAmt041445968
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0133118
IRS990/LandBldgEquipCostOrOtherBssAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0132433
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03213426
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/NetAssetsOrFundBalancesBOYAmt066631932
IRS990/NetAssetsOrFundBalancesEOYAmt064469111
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt05055562
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt05055562
IRS990/NetUnrelatedBusTxblIncmAmt0117679
IRS990/NetUnrlzdGainsLossesInvstAmt0-9899456
IRS990/NoncashContributionsAmt0218314
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt060
IRS990/OccupancyGrp/TotalAmt060
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0266
IRS990/OfficeExpensesGrp/TotalAmt0266
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
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IRS990/OrgDoesNotFollowFASB117Ind0X
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IRS990/OtherAssetsTotalGrp/EOYAmt0902411
IRS990/OtherChangesInNetAssetsAmt0-117679
IRS990/OtherExpensesGrp/Desc0UNIVERSITY SERVICES
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc2MEMBERSHIPS
IRS990/OtherExpensesGrp/Desc3PERMITS AND FEES
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt067376
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14937
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21830
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3225
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt30
IRS990/OtherExpensesGrp/TotalAmt067376
IRS990/OtherExpensesGrp/TotalAmt14937
IRS990/OtherExpensesGrp/TotalAmt21830
IRS990/OtherExpensesGrp/TotalAmt3225
IRS990/OtherLiabilitiesGrp/BOYAmt02950
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0PARTNERSHIP K-1 INCOME
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0117679
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt0117679
IRS990/OtherRevenueTotalAmt0117679
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt02127797
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt02641849
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0AMANDA VISSER

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$64,469,911
Liabilities
$800
Net assets
$64,469,111
Revenue
$11,852,878
Expenses
$3,998,564
Net income
$7,854,314
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
2022Detailed filing. Detailed filing data is available for this year.$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
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