ACHIEVEMENT REWARDS FOR COLLEGE SCIENTISTS FOUNDATION INC: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ACHIEVEMENT REWARDS FOR COLLEGE SCIENTISTS FOUNDATION INC (EIN 23-7335361)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-12
- IRS object ID
- 202311329349305316
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-12T12:33:37-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 943108253 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOVOGRADAC & COMPANY LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2033 NORTH MAIN STREET SUITE 400 | AddressLine1Txt |
| City | WALNUT CREEK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94596 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237335361 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACHIEVEMENT REWARDS FOR COLLEGE | BusinessNameLine1Txt |
| Business Name Line2 | SCIENTISTS FOUNDATION INC NO CA CHAP | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ACHI | BusinessNameControlTxt |
| Phone | 4155616538 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 29405 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94129 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ELIZABETH CALLANDER | PersonNm |
| Person Title | VICE PRESIDENT OF FINANCE | PersonTitleTxt |
| Phone | 4155616538 | PhoneNum |
| Signature | 2023-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ELIZABETH | PersonFirstNm |
| Person Last | CALLANDER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIC BARNETT | PreparerPersonNm |
| PTIN | P01433887 | PTIN |
| Phone | 9259494300 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ELIZABETH CALLANDER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 29405 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94129 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,921,473 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | ARCSFOUNDATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1973 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | SCIENCE RELATED SCHOLARSHIPS | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Total Volunteers | 158 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,211,289 | PYContributionsGrantsAmt |
| CY Contributions Grants | $948,323 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $169,687 | PYInvestmentIncomeAmt |
| CY Investment Income | $291,314 | CYInvestmentIncomeAmt |
| PY Other Revenue | $161,028 | PYOtherRevenueAmt |
| CY Other Revenue | $331,895 | CYOtherRevenueAmt |
| PY Total Revenue | $1,542,004 | PYTotalRevenueAmt |
| CY Total Revenue | $1,571,532 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,032,800 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,085,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $81,943 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $129,638 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $20,055 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $137,611 | PYOtherExpensesAmt |
| CY Other Expenses | $132,828 | CYOtherExpensesAmt |
| PY Total Expenses | $1,252,354 | PYTotalExpensesAmt |
| CY Total Expenses | $1,347,466 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $289,650 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $224,066 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,689,808 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,648,818 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,719 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,687,089 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $8,648,818 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE SCHOLARSHIPS TO ACADEMICALLY OUTSTANDING UNITED STATES CITIZENS STUDYING TO COMPLETE THEIR DEGREES IN SCIENCE, MEDICINE AND ENGINEERING, THEREBY CONTRIBUTING TO THE WORLDWIDE ADVANCEMENT OF SCIENCE AND TECHNOLOGY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,090,753 | ExpenseAmt |
| Grant | $1,085,000 | GrantAmt |
| Revenue | $4,764 | RevenueAmt |
| Desc | GRANTS TO FUND SCIENCE SCHOLARSHIPS FOR STUDENTS OF HIGH ACHIEVEMENT AT NORTHERN CALIFORNIA UNIVERSITIES | Desc |
| Total Program Service Expenses | $1,090,753 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 8 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 1 | EmployeeCnt |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4155616537 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 29405 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94129 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| ELIZABETH CALLANDER | ||||||
| PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JO WHITEHOUSE | ||||||
| IMMEDIATE PAST PRESIDENT | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ELLIE BINGHAM | ||||||
| CO-FIRST VP | 5.00 | Yes (X) | $0 | $0 | $0 | |
| KATY HOPE | ||||||
| CO-FIRST VP, MEMBERSHIP | 5.00 | Yes (X) | $0 | $0 | $0 | |
| PEGGY NEWTON | ||||||
| VP, FINANCE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| DEBJANI SEN | ||||||
| SECRETARY | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MEGHAN DEGROOT | ||||||
| CO-VP, DEVELOPMENT | 5.00 | Yes (X) | $0 | $0 | $0 | |
| HEIDI HUCHBERGER | ||||||
| CO-VP, DEVELOPMENT | 5.00 | Yes (X) | $0 | $0 | $0 | |
| KRIS FORBES | ||||||
| CO-VP, MAJOR EVENTS | 5.00 | Yes (X) | $0 | $0 | $0 | |
| DEBORAH MANN | ||||||
| CO-VP, MAJOR EVENTS & SCIE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTINE SIMPSON BRENT | ||||||
| CO-VP, UNIVERSITY RELATION | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| LESLIE VAN HOUTEN | ||||||
| CO-VP, UNIVERSITY RELATION | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JERRY DIVECCHIO | ||||||
| CO-VP, SCHOLAR RELATIONS | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JENNIFER GARRISON | ||||||
| CO-VP, SCHOLAR RELATIONS | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JUDY WEBSTER | ||||||
| CO-VP, SCIENCE ACTIVITIES | 5.00 | Yes (X) | $0 | $0 | $0 | |
| GLENNIE EISELE | ||||||
| CO-VP, COMMUNICATIONS | 5.00 | Yes (X) | $0 | $0 | $0 | |
| FRANCIE OSTHOMER | ||||||
| CO-VP, COMMUNICATIONS | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JANE GARDNER | ||||||
| ADVISOR AT LARGE, AD HOC | 5.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $54,200 | MembershipDuesAmt |
| All Other Contributions | $894,123 | AllOtherContributionsAmt |
| Total Contributions | $948,323 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $291,314 | TotalRevenueColumnAmt |
| Exclusion | $291,314 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $677,072 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $349,941 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $327,131 | TotalRevenueColumnAmt |
| Exclusion | $327,131 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FIELD TRIPS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $4,764 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,764 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,764 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,571,532 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,764 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $618,445 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,085,000 | TotalAmt |
| Program Services | $1,085,000 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,638 | TotalAmt |
| Management And General | $129,638 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,813 | TotalAmt |
| Management And General | $1,813 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,500 | TotalAmt |
| Management And General | $8,500 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,524 | TotalAmt |
| Management And General | $14,524 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,742 | TotalAmt |
| Management And General | $13,742 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,495 | TotalAmt |
| Management And General | $2,495 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|---|
| INVESTMENT ADVISORY FEE | $53,931 | $53,931 | ||
| MISCELLANEOUS EXPENSE | $25,486 | $5,431 | $20,055 | |
| MEMBER EVENTS | $6,584 | $6,584 | ||
| MEMBER COMMUNICATION/ O | $5,753 | $5,753 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,347,466 | TotalAmt |
| Program Services | $1,090,753 | ProgramServicesAmt |
| Management And General | $236,658 | ManagementAndGeneralAmt |
| Fundraising | $20,055 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $180,611 | BOYAmt |
| EOY | $101,769 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,889 | BOYAmt |
| EOY | $95,685 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $26,030 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $26,030 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,130,290 | BOYAmt |
| EOY | $4,584,028 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,344,503 | BOYAmt |
| EOY | $3,866,821 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $515 | BOYAmt |
| EOY | $515 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,689,808 | BOYAmt |
| EOY | $8,648,818 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,719 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,719 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,342,586 | BOYAmt |
| EOY | $4,781,997 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,344,503 | BOYAmt |
| EOY | $3,866,821 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,687,089 | BOYAmt |
| EOY | $8,648,818 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,689,808 | BOYAmt |
| EOY | $8,648,818 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $224,066 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,262,337 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $715,352 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,064,126 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $809,532 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,211,289 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $948,323 | CurrentTaxYearAmt |
| Total | $4,748,622 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $715,352 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,064,126 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $809,532 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,211,289 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $948,323 | CurrentTaxYearAmt |
| Total | $4,748,622 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $726,036 | SubstantialContributorsTotAmt |
| Public Support Total170 | $4,022,586 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $156,369 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $187,806 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $166,664 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $169,687 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $291,314 | CurrentTaxYearAmt |
| Total | $971,840 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $290,912 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $277,638 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $243,024 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $210,693 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $681,836 | CurrentTaxYearAmt |
| Total | $1,704,103 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $7,424,565 | TotalSupportAmt |
| Public Support CY170 | 0.54180 | PublicSupportCY170Pct |
| Public Support PY170 | 0.56750 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II LINE 10 | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME INCLUDES $677,072 GROSS INCOME FROM FUNDRAISING EVENTS AND $4,764 FIELD TRIPS REVENUE. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,474,793 | BeginningYearBalanceAmt |
| End Year Balance | $9,474,793 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,483,443 | BeginningYearBalanceAmt |
| Contributions | $372,231 | ContributionsAmt |
| Investment Earnings Or Losses | $1,846,619 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $227,500 | GrantsOrScholarshipsAmt |
| End Year Balance | $9,474,793 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,356,403 | BeginningYearBalanceAmt |
| Contributions | $27,119 | ContributionsAmt |
| Investment Earnings Or Losses | $364,921 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $265,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $7,483,443 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,721,063 | BeginningYearBalanceAmt |
| Contributions | $180,314 | ContributionsAmt |
| Investment Earnings Or Losses | $605,026 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $150,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $7,356,403 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,377,048 | BeginningYearBalanceAmt |
| Contributions | $26,838 | ContributionsAmt |
| Investment Earnings Or Losses | $548,361 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $111,035 | GrantsOrScholarshipsAmt |
| Other Expenditures | $120,149 | OtherExpendituresAmt |
| End Year Balance | $6,721,063 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.54243 | BoardDesignatedBalanceEOYPct |
| Term Endowment Balance EOY | 0.45757 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $905 | OtherCostOrOtherBasisAmt |
| Depreciation | $905 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,125 | OtherCostOrOtherBasisAmt |
| Depreciation | $25,125 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CIBC PRIVATE WEALTH MANAGEMENT | Desc |
| Book Value | $3,866,821 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $3,866,821 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | TO PRODUCE INCOME TO SUPPLEMENT CURRENT FUNDRAISING FOR THE ORGANIZATION'S ANNUAL SCHOLAR AWARDS. |
| PART X, LINE 2: | THE ORGANIZATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. IT HAS ALSO BEEN DETERMINED BY THE IRS THAT THE ORGANIZATION IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. THE PREPARATION OF FINANCIAL STATEMENTS IN ACCORDANCE WITH ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRES THE ORGANIZATION TO REPORT INFORMATION REGARDING ITS EXPOSURE TO VARIOUS TAX POSITIONS TAKEN BY THE ORGANIZATION. THE ORGANIZATION HAS DETERMINED WHETHER ANY TAX POSITIONS HAVE MET THE RECOGNITION THRESHOLD AND HAS MEASURED THE ORGANIZATION'S EXPOSURE TO THOSE TAX POSITIONS. MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS ADEQUATELY ADDRESSED ALL RELEVANT TAX POSITIONS AND THAT THERE ARE NO UNRECORDED TAX LIABILITIES. FEDERAL AND STATE TAX AUTHORITIES GENERALLY HAVE THE RIGHT TO EXAMINE AND AUDIT THE PREVIOUS THREE YEARS OF TAX RETURNS FILED. ANY INTEREST OR PENALTIES ASSESSED TO THE ORGANIZATION ARE RECORDED IN OPERATING EXPENSES. NO INTEREST OR PENALTIES FROM FEDERAL OR STATE TAX AUTHORITIES WERE RECORDED IN THE ACCOMPANYING FINANCIAL STATEMENTS. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SCHOLAR AWARDS LUNCHEON | Event1Nm |
| Gross Receipts Event1 | $677,072 | GrossReceiptsEvent1Amt |
| Gross Revenue Event1 | $677,072 | GrossRevenueEvent1Amt |
| Other Direct Expenses Event1 | $348,799 | OtherDirectExpensesEvent1Amt |
| Event2 | SCHOLARS SYMPOSIUM | Event2Nm |
| Gross Receipts Total | $677,072 | GrossReceiptsTotalAmt |
| Gross Revenue Total Events | $677,072 | GrossRevenueTotalEventsAmt |
| Oth Direct Expnss Total Events | $348,799 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $348,799 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $328,273 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|
| SAN FRANCISCO STATE UNIVERSITY | ||||||
| 1600 HOLLOWAY AVENUE | SAN FRANCISCO | CA | 94132 | $120,000 | $0 | SCIENCE RELATED SCHOLARSHIPS |
| STANFORD UNIVERSITY | ||||||
| 450 SERRA MALL | PALO ALTO | CA | 94305 | $160,000 | $0 | SCIENCE RELATED SCHOLARSHIPS |
| UNIVERSITY OF CALIFORNIA - DAVIS | ||||||
| PETER J SHIELDS AVE | DAVIS | CA | 95616 | $205,000 | $0 | SCIENCE RELATED SCHOLARSHIPS |
| UNIVERSITY OF CALIFORNIA - BERKELEY | ||||||
| 120 SPROUL HALL | BERKELEY | CA | 94701 | $190,000 | $0 | SCIENCE RELATED SCHOLARSHIPS |
| UNIVERSITY OF CALIFORNIA - SANTA CRUZ | ||||||
| 1156 HIGH STREET | SANTA CRUZ | CA | 95064 | $160,000 | $0 | SCIENCE RELATED SCHOLARSHIPS |
| UNIVERSITY OF CALIFORNIA - SAN FRANCISCO | ||||||
| 500 PARNASSUS | SAN FRANCISCO | CA | 94143 | $210,000 | $0 | SCIENCE RELATED SCHOLARSHIPS |
| UNIVERSITY OF CALIFORNIA - MERCED | ||||||
| 5200 LAKE ROAD | MERCED | CA | 95343 | $40,000 | $0 | SCIENCE RELATED SCHOLARSHIPS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 7 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION USES GRANT FUNDS TO HELP FUND SCIENCE SCHOLARSHIPS FOR STUDENTS OF HIGH ACHIEVEMENT AT NORTHERN CALIFORNIA UNIVERSITIES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | ORGANIZATION VERIFIES AMOUNTS RECORDED ON FORM 990 BY COMPARING AMOUNTS RECORDED IN THE GENERAL LEDGER. ANY DISCREPANCIES ARE NOTED AND REPORTED TO TAX PREPARER. |
| FORM 990, PART VI, SECTION C, LINE 19 | FINACIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC AT THE ANNUAL FUNDRAISING EVENT. |
Comments