Civic Intelligence

Sonoma State University Academic Foundation Inc

990 • Fiscal year 2023 • EIN 99-0157509

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 30, 2023

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.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

3rd percentile

0.00x

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

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Net Margin

82nd percentile

23%

Higher net margin than 82% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

77th percentile

$609,670

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 8.7% of source-year revenue.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Asset Growth

49th percentile

6.0%

Faster asset growth than 49% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

8th percentile

-41%

Faster revenue growth than 8% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Assets

Up

$68,350,668

Up $3,880,757 (+6.0%) from 2022

Net Assets

Up

$68,347,725

Up $3,878,614 (+6.0%) from 2022

Liabilities

Up

$2,943

Up $2,143 (+268%) from 2022

Revenue

Down

$7,017,403

Down $4,835,475 (-41%) from 2022

Expenses

Up

$5,383,108

Up $1,384,544 (+35%) from 2022

Net Income

Down

$1,634,295

Down $6,220,019 (-79%) from 2022

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

2023

Assets$68,350,668
Liabilities$2,943
Net Assets$68,347,725

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

2023

Revenue$7,017,403
Expenses$5,383,108
Net Income$1,634,295
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 30, 2023
Return Version
2022v5.0
Gross Receipts
$10,165,495
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$64,469,111$68,347,725▲ $3,878,614
Investments in Publicly Traded Securities$39,393,175$43,868,959▲ $4,475,784
Investments Other Securities$20,578,813$20,489,357▼ $89,456
Pledges and Grants Receivable$2,641,849$2,451,341▼ $190,508
Savings and Temporary Cash Investments$80,231$320,182▲ $239,951
Cash and Non-Interest-Bearing Accounts$873,432$287,510▼ $585,922
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$64,469,911$68,350,668▲ $3,880,757
Other Assets Total$902,411$933,319▲ $30,908
Liabilities
Accounts Payable and Accrued Expenses$800$2,943▲ $2,143
Total Liabilities$800$2,943▲ $2,143
Net Assets / Fund Balance
Total Net Assets Fund Balance$64,469,111$68,347,725▲ $3,878,614
Total Liabilities and Net Assets / Fund Balance$64,469,911$68,350,668▲ $3,880,757

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$3,308,459--
Closely Held Equity Interests$12,414,959--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$49,382,194$424,484▼ $101,685-$49,704,993
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
Compensation and Service Providers

Board Members and Trustees

NameTitle
David FelteChair
Tom IsaakBoard Vice-chair
Ali PourghadirDirector
Anita ChristmasDirector
Brent ThomasDirector
Dan LibarleDirector
Dr Andrea NevesDirector
Dr Brigitte LahmeDirector
Dr Jean Bee ChanDirector
Dr Judy K SakakiDirector
Irwin RothenbergDirector
Joseph HuangDirector
Michael SullivanDirector
Ming-tung Mike LeeDirector
Monir AhmedDirector
ROBERT U'RENDirector
Randy PenningtonDirector
Terry AtkinsonDirector
Thomas GillespieDirector
Travis SaraccoDirector
Yasmin EsquivelDirector
Dr Mario a PerezChief Executive Officer
Amanda VisserChief Financial Officer
Ian HannahChief Operating Officer &
Revenue and Support

Revenue Composition

Contributions and Grants
$5,743,459
Program Service Revenue
$60,520
Investment Income
$1,217,468
Other Revenue
$-4,044
All Other Contributions
$5,743,459
Change in Net Assets
$1,634,295

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 Traded3$455,408Fair Market Value (FMV)
Total Noncash Contributions3$455,408-

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,803,589
Revenue Not Reported on Financial Statements
$213,814
Revenue Not Reported on Form 990
$2,240,275
Other Revenue Adjustments
$-4,044
Total Revenue per Audited Statements
$9,043,864
Total Revenue per Form 990
$7,017,403
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,963,255
Other Expenses$419,853
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$4,963,255--$4,963,255
Fees for Service Investment Mgmnt Fees-$217,858-$217,858
Fees for Services Accounting-$47,800-$47,800
Fees for Services Other-$8,028-$8,028
Insurance-$6,763-$6,763
Information Technology-$3,555-$3,555
Other Expenses$0$2,133$0$2,133
Travel-$938-$938
Fees for Services Legal-$865-$865
Conferences and Meetings-$595-$595
Total Functional Expenses$4,963,255$419,853$0$5,383,108

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,383,108
Expenses per Audited Statements$5,165,250
Total Expenses per Audited Statements$5,165,250
Expenses Not Reported on Financial Statements$217,858
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Sonoma State UniversityRohnert Park, CA501(c)(3)Program Support$4,963,255

International Summary

Offices
0
Employees
0
Spending
$11,270,268

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
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas,Hedge Funds Private Equity InvestmentsNa00$11,270,268
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
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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
2023-10-30
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
0

Preparer

Firm
Aldrich Cpas and Advisors Llp
Address
1903 WRIGHT PLACE 180, CARLSBAD, CA 92008
Preparer
Debra D Smith CPA
Phone
7604318440
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Gaap/tax difference partnership k-1 ubi 4,044.

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, 2023 and 2022 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 -4,044.

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IRS990/Form990PartVIISectionAGrp/PersonNm15TERRY ATKINSON
IRS990/Form990PartVIISectionAGrp/PersonNm16TRAVIS SARACCO
IRS990/Form990PartVIISectionAGrp/PersonNm17ROBERT U'REN
IRS990/Form990PartVIISectionAGrp/PersonNm18AMANDA VISSER
IRS990/Form990PartVIISectionAGrp/PersonNm19MONIR AHMED
IRS990/Form990PartVIISectionAGrp/PersonNm20DR BRIGITTE LAHME
IRS990/Form990PartVIISectionAGrp/PersonNm21MING-TUNG MIKE LEE
IRS990/Form990PartVIISectionAGrp/PersonNm22YASMIN ESQUIVEL
IRS990/Form990PartVIISectionAGrp/PersonNm23ALI POURGHADIR
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/ReportableCompFromRltdOrgAmt0214190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2156124
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4492631
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/ReportableCompFromRltdOrgAmt18153366
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt19234672
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20110986
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt21157977
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHIEF OPERATING OFFICER &
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/TitleTxt18CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01974
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0284864
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt028
IRS990/GrantAmt04963255
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt04963255
IRS990/GrantsToDomesticOrgsGrp/TotalAmt04963255
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03432956
IRS990/GrossReceiptsAmt010165495
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt03555
IRS990/InformationTechnologyGrp/TotalAmt03555
IRS990/InsuranceGrp/ManagementAndGeneralAmt06763
IRS990/InsuranceGrp/TotalAmt06763
IRS990/InvestmentIncomeGrp/ExclusionAmt0932604
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0932604
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt020578813
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt020489357
IRS990/InvestmentsPubTradedSecGrp/BOYAmt039393175
IRS990/InvestmentsPubTradedSecGrp/EOYAmt043868959
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03148092
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/NetAssetsOrFundBalancesBOYAmt064469111
IRS990/NetAssetsOrFundBalancesEOYAmt068347725
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0284864
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0284864
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt02240275
IRS990/NoncashContributionsAmt0455408
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0902411
IRS990/OtherAssetsTotalGrp/EOYAmt0933319
IRS990/OtherChangesInNetAssetsAmt04044
IRS990/OtherExpensesGrp/Desc0UNIVERSITY SERVICES
IRS990/OtherExpensesGrp/Desc1PERMITS AND FEES
IRS990/OtherExpensesGrp/Desc2MEMBERSHIPS
IRS990/OtherExpensesGrp/Desc3HOSPITALITY
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt085669
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt138644
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt27005
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt32133
IRS990/OtherExpensesGrp/ProgramServicesAmt00
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt30
IRS990/OtherExpensesGrp/TotalAmt085669
IRS990/OtherExpensesGrp/TotalAmt138644
IRS990/OtherExpensesGrp/TotalAmt27005
IRS990/OtherExpensesGrp/TotalAmt32133
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0PARTNERSHIP K-1 INCOME
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0-4044
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt0-4044
IRS990/OtherRevenueTotalAmt0-4044
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt02641849
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt02451341
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0AMANDA VISSER
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0CAMPUS PROGRAMS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt060520
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt060520
IRS990/ProgSrvcAccomActy2Grp/Desc0SPECIAL PROGRAMS ASSOCIATED PRIMARILY WITH ACADEMIC SUPPORT, STUDENT SERVICES AND INSTITUTIONAL SUPPORT.
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt060520
IRS990/ProgSrvcAccomActy3Grp/Desc0DIRECT DISTRIBUTIONS FROM THE IDA BENSON ENDOWMENT FUND TO FOUR ORGANIZATIONS, BOYS AND GIRLS CLUBS OF SANTA ROSA, FATHER FLANAGANS BOYS HOME, SONOMA COUNTY FAMILY YMCA, AND HANNA BOYS CENTER.
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt05746473
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt03602720
IRS990/PYInvestmentIncomeAmt05974505
IRS990/PYOtherExpensesAmt0395844
IRS990/PYOtherRevenueAmt0117679
IRS990/PYProgramServiceRevenueAmt014221
IRS990/PYRevenuesLessExpensesAmt07854314
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt03998564
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt011852878
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01634295
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt064469111
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt068347725
IRS990/SavingsAndTempCashInvstGrp/BOYAmt080231
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0320182
IRS990ScheduleA/CollegeOrganizationInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05743459
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt05746473
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02656945
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02952118
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt03999357

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
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