UNIVERSITY FOUNDATION AT SACRAMENTO STATE: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
UNIVERSITY FOUNDATION AT SACRAMENTO STATE (EIN 94-3001359)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-05-09
IRS object ID
202521299349303762
Schema version
2023v6.0
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

FieldValueIRS element (for citing)
Return2025-05-09T14:44:01-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12001 16TH STREET SUITE 1700AddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80202ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN943001359EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THE UNIVERSITY FOUNDATION AT SACRAMENTOBusinessNameLine1Txt
Business Name Line2STATEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlUNIVBusinessNameControlTxt
Phone9162787326PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16000 J STREETAddressLine1Txt
CitySACRAMENTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP958196063ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonALICE PEREZPersonNm
Person TitleBOARD CHAIRPersonTitleTxt
Phone9162787326PhoneNum
Signature2025-05-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonSARAH HINTZPreparerPersonNm
PTINP00492291PTIN
Phone3037795710PhoneNum
Preparation2025-04-30PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMICHAEL REZAPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line16000 J STREETAddressLine1Txt
CitySACRAMENTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP958196063ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$46,637,653GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.CSUS.EDU/UNIVERSITY-ADVANCEMENT/UNIVERSITY-FWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1986FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionPROMOTING PHILANTHROPY TO ENHANCE THE UNIVERSITY BEYOND STATE FUNDING.ActivityOrMissionDesc
Voting Members Governing Body29VotingMembersGoverningBodyCnt
Voting Members Independent22VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers19TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$11,754,782PYContributionsGrantsAmt
CY Contributions Grants$9,715,017CYContributionsGrantsAmt
PY Program Service Revenue$807,450PYProgramServiceRevenueAmt
CY Program Service Revenue$372,197CYProgramServiceRevenueAmt
PY Investment Income$2,883,549PYInvestmentIncomeAmt
CY Investment Income$13,367,603CYInvestmentIncomeAmt
PY Other Revenue-$8,588PYOtherRevenueAmt
CY Other Revenue-$41,592CYOtherRevenueAmt
PY Total Revenue$15,437,193PYTotalRevenueAmt
CY Total Revenue$23,413,225CYTotalRevenueAmt
PY Grants And Similar Paid$3,155,660PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,984,575CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$149,113PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$154,215CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$184,215CYTotalFundraisingExpenseAmt
PY Other Expenses$3,426,128PYOtherExpensesAmt
CY Other Expenses$4,337,112CYOtherExpensesAmt
PY Total Expenses$6,730,901PYTotalExpensesAmt
CY Total Expenses$7,475,902CYTotalExpensesAmt
PY Revenues Less Expenses$8,706,292PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$15,937,323CYRevenuesLessExpensesAmt
Total Assets BOY$109,503,816TotalAssetsBOYAmt
Total Assets EOY$127,817,878TotalAssetsEOYAmt
Total Liabilities BOY$546,316TotalLiabilitiesBOYAmt
Total Liabilities EOY$973,544TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$108,957,500NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$126,844,334NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionRAISE PRIVATE RESOURCES TO ADVANCE THE MISSION AND PRIORITIES OF THE UNIVERSITY AND SERVE AS AMBASSADORS IN THE COMMUNITY. PROVIDE STEWARDSHIP IN THE PRUDENT INVESTMENT OF RESOURCES AND ENSURE THE INTEGRITY OF THE FOUNDATION THROUGH ACCOUNTABILITY AND TRANSPARENCY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$6,531,893ExpenseAmt
Grant$2,984,575GrantAmt
Revenue$372,197RevenueAmt
DescTHE UNIVERSITY FOUNDATION AT SACRAMENTO STATE INVESTS AND DISTRIBUTES FUNDS FOR THE BENEFIT OF THE UNIVERSITY. SINCE ITS INCEPTION IN 1987, THE UNIVERSITY FOUNDATION PROMOTES PHILANTHROPY TO PROVIDE A LEVEL OF EXCELLENCE BEYOND WHAT IS POSSIBLE THROUGH STATE FUNDS. LED BY A VOLUNTEER BOARD OF DIRECTORS COMPRISED OF PROMINENT PROFESSIONALS AND BUSINESS LEADERS, THE UNIVERSITY FOUNDATION IS THE UNIVERSITY'S PRIMARY PHILANTHROPIC AUXILIARY AND IS A TAX EXEMPT 501(C)(3) ORGANIZATION. THE BOARD OF DIRECTORS MEETS REGULARLY TO OFFER GUIDANCE ON INVESTMENTS AND THOROUGHLY MANAGE THE GIFT FUNDS TO ENSURE THAT THEY CAN FULFILL THEIR DESIGNATED PURPOSES. THE FOUNDATION ACCOUNTS FOR GIFTS AND CONTRIBUTIONS TO THE UNIVERSITY, ENSURING THAT THE FUNDS ARE APPLIED TO THE PURPOSES FOR WHICH THE DONOR INTENDED. CONTINUED ON SCHEDULE O.FUNDS MAY BE EXPENDED OR ENDOWED, PER DONOR DIRECTIONS; EARNINGS FROM ENDOWED FUNDS ARE GENERALLY EXPENDABLE AND DISTRIBUTED TO STUDENT SCHOLARSHIPS OR PROGRAMS IN ACCORDANCE WITH SPECIFICATIONS PROVIDED BY THE DONOR. THE UNIVERSITY FOUNDATION AT SACRAMENTO STATE IS DEDICATED TO SUPPORTING STUDENTS TO FURTHER THE UNIVERSITY'S MISSION TO PROVIDE AN EXCELLENT EDUCATION TO THOSE WHO ASPIRE TO EXPAND THEIR KNOWLEDGE AND PREPARE THEMSELVES FOR MEANINGFUL LIVES, CAREERS AND SERVICE TO THEIR COMMUNITY.Desc
Total Program Service Expenses$6,531,893TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document66IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri Discl0QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members29GoverningBodyVotingMembersCnt
Independent Voting Member22IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GINA CURRYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9162787461PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16000 J STREETAddressLine1Txt
CitySACRAMENTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95819ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
LUKE WOOD
SAC STATE PRES. (AS OF 7/23)/DIR.0.1040.00Yes (X)Yes (X)$0$429,072$73,168
LISA CARDOZA
PAST EXEC. DIRECTOR (THRU 7/2023)0.1040.00Yes (X)Yes (X)$0$211,909$61,084
SHARON TAKEDA
TEMPORARY EXECUTIVE DIRECTOR0.1040.00Yes (X)Yes (X)$0$187,510$72,605
AJAY SINGH
FACULTY REPRESENTATIVE/DIRECTOR0.1040.00Yes (X)$0$95,483$52,297
BERNICE BASS DE MARTINEZ
SAC STATE FACULTY/GOVERNANCE CHAIR0.1020.00Yes (X)Yes (X)$0$63,318$84
CHRISTINE AULT
SAC STATE FACULTY/DIRECTOR0.108.00Yes (X)$0$53,375$0
ALICE PEREZ
BOARD CHAIR0.100.00Yes (X)Yes (X)$0$0$0
RYAN MURPHY
VICE CHAIR0.100.00Yes (X)Yes (X)$0$0$0
GARRY MAISEL
CHAIR, FINANCE COMMITTEE, TREASURER0.100.00Yes (X)Yes (X)$0$0$0
SUE MCGINTY
BOARD SECRETARY0.100.00Yes (X)Yes (X)$0$0$0
NATALY ANDRADE-DOMINGUEZ
STUDENT REPRESENTATIVE/DIRECTOR0.100.00Yes (X)$0$0$0
LORA ANGUAY
DIRECTOR0.100.00Yes (X)$0$0$0
MARGOT BACH
DIRECTOR0.100.00Yes (X)$0$0$0
FRED BALDINI
DIRECTOR0.100.00Yes (X)$0$0$0
WALLY BORLAND
DIRECTOR0.100.00Yes (X)$0$0$0
DAVID BUGATTO
DIRECTOR0.100.00Yes (X)$0$0$0
SONNEY CHONG
DIRECTOR0.100.00Yes (X)$0$0$0
MARK DROBNY
DIRECTOR (THRU 6/2024)0.100.00Yes (X)$0$0$0
VANESSA GUERRA
DIRECTOR0.100.00Yes (X)$0$0$0
COLETTE HARRIS-MATHEWS
DIRECTOR0.100.00Yes (X)$0$0$0
DAVID LOPEZ
DIRECTOR0.100.00Yes (X)$0$0$0
LEE RITCHEY
DIRECTOR0.100.00Yes (X)$0$0$0
RANDY SOLORIO
DIRECTOR0.100.00Yes (X)$0$0$0
PAM STEWART
DIRECTOR0.100.00Yes (X)$0$0$0
SCOTT SYPHAX
DIRECTOR0.100.00Yes (X)$0$0$0
HOLLY TICHE
DIRECTOR0.100.00Yes (X)$0$0$0
BUD TRAVERS
DIRECTOR0.100.00Yes (X)$0$0$0
TINA TREIS
CHAIR, AUDIT COMMITTEE0.100.00Yes (X)Yes (X)$0$0$0
JONATHAN BOWMAN
SAC STATE CFO, DIRECTOR0.1040.00Yes (X)$0$270,169$75,123
ROBERT NELSEN
SAC STATE PRES. (THRU 6/23)/DIR0.1040.00$0$447,599$62,264Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,758,435TotReportableCompRltdOrgAmt
Total Other Compensation$396,625TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (2 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
ALLEGIANT AIR LLC
1201 N TOWN CENTER DRIVELAS VEGASNV89144AIR CHARTER FEES$130,413
RUFFALO NOEL LEVITZ LLC
PO BOX 718DES MOINESIA50303FUNDRAISING CONSULTING$106,204
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K2CntrctRcvdGreaterThan100KCnt
Fundraising$92,118FundraisingAmt
All Other Contributions$9,622,899AllOtherContributionsAmt
Noncash Contributions$146,358NoncashContributionsAmt
Total Contributions$9,715,017TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescUNIVERSITY PROGRAMSDesc
Business611710BusinessCd
Total Revenue Column$372,197TotalRevenueColumnAmt
Related Or Exempt Func Income$372,197RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$372,197TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,087,070TotalRevenueColumnAmt
Exclusion$3,087,070ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$33,384,167SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$23,103,634SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$10,280,533SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$10,280,533TotalRevenueColumnAmt
Exclusion$10,280,533ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$79,202FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$92,118ContriRptFundraisingEventAmt
Fundraising Direct Expenses$120,794FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$41,592TotalRevenueColumnAmt
Exclusion-$41,592ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$23,413,225TotalRevenueColumnAmt
Related Or Exempt Func Income$372,197RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$13,326,011ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$2,571,371TotalAmt
Program Services$2,571,371ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$413,204TotalAmt
Program Services$413,204ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$910TotalAmt
Management And General$910ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$46,786TotalAmt
Management And General$46,786ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$154,215TotalAmt
Fundraising$154,215FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$203,264TotalAmt
Program Services$203,264ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$294,826TotalAmt
Program Services$27,430ProgramServicesAmt
Management And General$267,396ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$2,765TotalAmt
Program Services$2,765ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$90,900TotalAmt
Program Services$23,657ProgramServicesAmt
Management And General$67,243ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$273,064TotalAmt
Program Services$36,272ProgramServicesAmt
Management And General$236,792ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$462,075TotalAmt
Program Services$462,075ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$521,967TotalAmt
Program Services$463,294ProgramServicesAmt
Management And General$58,673ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$1,580TotalAmt
Management And General$1,580ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$716,733TotalAmt
Program Services$691,733ProgramServicesAmt
Management And General$25,000ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$14,084TotalAmt
Program Services$3,872ProgramServicesAmt
Management And General$10,212ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
UNIVERSITY PROJECTS$1,674,306$1,605,380$38,926$30,000
DUES AND SUBSCRIPTIONS$20,594$14,706$5,888
MISC. EXPENSE$13,258$12,870$388

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$7,475,902TotalAmt
Program Services$6,531,893ProgramServicesAmt
Management And General$759,794ManagementAndGeneralAmt
Fundraising$184,215FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$3,442,750BOYAmt
EOY$2,899,335EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$5,107,991BOYAmt
EOY$3,866,799EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$60,139BOYAmt
EOY$70,033EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$100,669,716BOYAmt
EOY$120,740,021EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$223,220BOYAmt
EOY$241,690EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$109,503,816BOYAmt
EOY$127,817,878EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$546,316BOYAmt
EOY$973,544EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$546,316BOYAmt
EOY$973,544EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$1,683,544BOYAmt
EOY$2,231,728EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$107,273,956BOYAmt
EOY$124,612,606EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$108,957,500BOYAmt
EOY$126,844,334EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$109,503,816BOYAmt
EOY$127,817,878EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$15,937,323ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,931,041NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$18,470OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$11,718,892CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,840,053CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,555,191CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,754,782CurrentTaxYearMinus1YearAmt
Current Tax Year$9,715,018CurrentTaxYearAmt
Total$51,583,936TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$11,718,892CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$8,840,053CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$9,555,191CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,754,782CurrentTaxYearMinus1YearAmt
Current Tax Year$9,715,018CurrentTaxYearAmt
Total$51,583,936TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$7,167,563SubstantialContributorsTotAmt
Public Support Total170$44,416,373PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,733,381CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,845,770CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$4,287,104CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,476,073CurrentTaxYearMinus1YearAmt
Current Tax Year$3,087,184CurrentTaxYearAmt
Total$14,429,512TotalAmt
FieldValueIRS element (for citing)
Total Support$66,013,448TotalSupportAmt
Gross Receipts Rltd Activities$1,806,711GrossReceiptsRltdActivitiesAmt
Public Support CY1700.67280PublicSupportCY170Pct
Public Support PY1700.67190PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$76,268,623BeginningYearBalanceAmt
Contributions$2,828,164ContributionsAmt
Investment Earnings Or Losses$12,914,284InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,815,942GrantsOrScholarshipsAmt
Other Expenditures$1,130,294OtherExpendituresAmt
Administrative Expenses$1,027,362AdministrativeExpensesAmt
End Year Balance$88,037,473EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$68,164,187BeginningYearBalanceAmt
Contributions$4,405,485ContributionsAmt
Investment Earnings Or Losses$7,699,093InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,617,609GrantsOrScholarshipsAmt
Other Expenditures$986,245OtherExpendituresAmt
Administrative Expenses$1,396,288AdministrativeExpensesAmt
End Year Balance$76,268,623EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$76,503,707BeginningYearBalanceAmt
Contributions$3,443,365ContributionsAmt
Investment Earnings Or Losses-$8,881,182InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,499,666GrantsOrScholarshipsAmt
Other Expenditures$868,870OtherExpendituresAmt
Administrative Expenses$533,167AdministrativeExpensesAmt
End Year Balance$68,164,187EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$57,158,064BeginningYearBalanceAmt
Contributions$4,473,064ContributionsAmt
Investment Earnings Or Losses$18,045,403InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,371,294GrantsOrScholarshipsAmt
Other Expenditures$721,500OtherExpendituresAmt
Administrative Expenses$1,080,030AdministrativeExpensesAmt
End Year Balance$76,503,707EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$51,227,162BeginningYearBalanceAmt
Contributions$5,494,323ContributionsAmt
Investment Earnings Or Losses$2,876,306InvestmentEarningsOrLossesAmt
Grants Or Scholarships$1,164,008GrantsOrScholarshipsAmt
Other Expenditures$653,068OtherExpendituresAmt
Administrative Expenses$622,651AdministrativeExpensesAmt
End Year Balance$57,158,064EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.07960BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.92040PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$25,483,530TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,931,041NetUnrealizedGainsInvstAmt
Revenue Not Reported$1,931,041RevenueNotReportedAmt
Revenue Subtotal$23,552,489RevenueSubtotalAmt
Other Revenues Not Included-$139,264OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$139,264RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$23,413,225TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$7,596,696TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$120,794OtherExpensesIncludedAmt
Expenses Not Reported$120,794ExpensesNotReportedAmt
Expenses Subtotal$7,475,902ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$7,475,902TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE INTENDED PURPOSE OF THE UNIVERSITY FOUNDATION AT SACRAMENTO STATE'S ENDOWMENT FUNDS IS TO BENEFIT SACRAMENTO STATE UNIVERSITY AND ITS STUDENTS. THE BROAD CATEGORIES OF SUPPORT ARE AS FOLLOWS: ACADEMIC SUPPORT, STUDENT SERVICES, INSTITUTIONAL SUPPORT, AND STUDENT GRANTS AND SCHOLARSHIPS.
PART XI, LINE 4B - OTHER ADJUSTMENTS:FUNDRAISING EVENT EXPENSE -120,794. INCREASE IN CSV OF LIFE INSURANCE POLICIES -18,470.
PART XII, LINE 2D - OTHER ADJUSTMENTS:FUNDRAISING EVENT EXPENSE 120,794.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionEAST ASIA AND THE PACIFICRegionTxt
Offices0OfficesCnt
Employee0EmployeeCnt
Type Of Activities ConductedFUNDRAISINGTypeOfActivitiesConductedTxt
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$0SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$0TotalSpentAmt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
RUFFALO NOEL LEVITZ
PO BOX 718DES MOINESIA50303DIRECT MAIL, CROWDFUNDING, GIVING DAYYes (1)$484,465$69,910$414,555
CATAPULT FUNDRAISING INC
2651 N GREEN VALLEY PARKWAY SUITEHENDERSONNV89014PHONATONYes (1)$142,072$84,305$57,767
FieldValueIRS element (for citing)
Total Gross Receipts$626,537TotalGrossReceiptsAmt
Total Retained By Contractors$154,215TotalRetainedByContractorsAmt
Total Net To Organization$472,322TotalNetToOrganizationAmt
Licensed StatesCALicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesWALicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1AD'S CUPEvent1Nm
Gross Receipts Event1$63,653GrossReceiptsEvent1Amt
Charitable Contri Event1$39,588CharitableContriEvent1Amt
Gross Revenue Event1$24,065GrossRevenueEvent1Amt
Non Cash Prizes Event1$8,001NonCashPrizesEvent1Amt
Rent Facility Costs Event1$19,558RentFacilityCostsEvent1Amt
Food And Beverage Event1$4,210FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$20,081OtherDirectExpensesEvent1Amt
Event2BASEBALL ALUMNI GOLF TOURNAMENTEvent2Nm
Gross Receipts Event2$49,550GrossReceiptsEvent2Amt
Charitable Contri Event2$27,035CharitableContriEvent2Amt
Gross Revenue Event2$22,515GrossRevenueEvent2Amt
Non Cash Prizes Event2$9,560NonCashPrizesEvent2Amt
Rent Facility Costs Event2$5,120RentFacilityCostsEvent2Amt
Food And Beverage Event2$8,503FoodAndBeverageEvent2Amt
Entertainment Event2$1,256EntertainmentEvent2Amt
Other Direct Expenses Event2$1,371OtherDirectExpensesEvent2Amt
Other Events Total2OtherEventsTotalCnt
Gross Receipts Other Events$58,117GrossReceiptsOtherEventsAmt
Charitable Contri Other Events$25,495CharitableContriOtherEventsAmt
Gross Revenue Other Events$32,622GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events$7,985NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events$20,100RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$13,480FoodAndBeverageOtherEventsAmt
Entertainment Other Events$600EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$969OthDirectExpnssOtherEventsAmt
Gross Receipts Total$171,320GrossReceiptsTotalAmt
Charitable Contributions Tot$92,118CharitableContributionsTotAmt
Gross Revenue Total Events$79,202GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$25,546NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events$44,778RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$26,193FoodAndBeverageTotalEventsAmt
Entertainment Total Events$1,856EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$22,421OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$120,794DirectExpenseSummaryEventsAmt
Net Income Summary-$41,592NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1CALIFORNIA STATE UNIVERSITY SACRAMENTOBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line16000 J STREETAddressLine1Txt
CitySACRAMENTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95819ZIPCd
FieldValueIRS element (for citing)
Recipient EIN680365325RecipientEIN
IRC SectionSTATE OF CALIFORNIAIRCSectionDesc
Cash Grant$2,571,371CashGrantAmt
Non Cash Assistance$0NonCashAssistanceAmt
Valuation Method UsedN/AValuationMethodUsedDesc
Non Cash AssistanceN/ANonCashAssistanceDesc
Purpose Of GrantSCHOLARSHIPSPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPS/STIPENDSGrantTypeTxt
Recipient373RecipientCnt
Cash Grant$413,204CashGrantAmt
Valuation Method UsedN/AValuationMethodUsedDesc
Non Cash AssistanceN/ANonCashAssistanceDesc

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE FOUNDATION TRANSFERS FUNDS TO CALIFORNIA STATE UNIVERSITY, SACRAMENTO. CSUS MAINTAINS THE RECORDS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
ROBERT NELSEN
SAC STATE PRES. (THRU 6/23)/DIR$0$447,599$0$0$0$0$0$46,733$0$15,531$0$509,863$0$0
LUKE WOOD
SAC STATE PRES. (AS OF 7/23)/DIR.$0$414,072$0$15,000$0$0$0$54,953$0$18,215$0$502,240$0$0
JONATHAN BOWMAN
SAC STATE CFO, DIRECTOR$0$270,169$0$0$0$0$0$46,742$0$28,381$0$345,292$0$0
LISA CARDOZA
PAST EXEC. DIRECTOR (THRU 7/2023)$0$211,909$0$0$0$0$0$43,963$0$17,121$0$272,993$0$0
SHARON TAKEDA
TEMPORARY EXECUTIVE DIRECTOR$0$187,510$0$0$0$0$0$60,434$0$12,171$0$260,115$0$0
AJAY SINGH
FACULTY REPRESENTATIVE/DIRECTOR$0$95,483$0$0$0$0$0$29,190$0$23,107$0$147,780$0$0
BERNICE BASS DE MARTINEZ
SAC STATE FACULTY/GOVERNANCE CHAIR$0$63,318$0$0$0$0$0$0$0$84$0$63,402$0$0
CHRISTINE AULT
SAC STATE FACULTY/DIRECTOR$0$53,375$0$0$0$0$0$0$0$0$0$53,375$0$0

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution6ContributionCnt
Noncash Contributions Rpt F990$126,250NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescAUCTION ITEMSDesc
Contribution97ContributionCnt
Noncash Contributions Rpt F990$20,108NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE M, PART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationCOLUMN B REPRESENTS THE NUMBER OF CONTRIBUTORS FOR PUBLICLY TRADED SECURITIES. COLUMN B REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED FOR DONATED AUCTION ITEMS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 1AANY SUCH COMMITTEE, TO THE EXTENT PROVIDED IN THE BOARD RESOLUTION, SHALL HAVE ALL AUTHORITY OF THE BOARD, EXCEPT THAT NO COMMITTEE, REGARDLESS OF BOARD RESOLUTION, MAY: (1) FILL VACANCIES ON ANY COMMITTEE THAT HAS THE AUTHORITY OF THE BOARD; (2) FIX COMPENSATION OF THE DIRECTORS FOR SERVING ON THE BOARD OR ON ANY COMMITTEE; (3) AMEND OR REPEAL BYLAWS OR ADOPT NEW BYLAWS; (4) AMEND OR REPEAL ANY BOARD RESOLUTION THAT BY ITS EXPRESS TERMS IS NOT SO AMENDABLE OR REPEALABLE; (5) CREATE ANY OTHER COMMITTEES OF THE BOARD OR APPOINT MEMBERS OF COMMITTEES OF THE BOARD; (6) EXPEND CORPORATE FUNDS TO SUPPORT A NOMINEE FOR DIRECTOR AFTER MORE PEOPLE HAVE BEEN NOMINATED FOR DIRECTOR THAN CAN BE ELECTED; OR (7) APPROVE ANY CONTRACT OR TRANSACTION TO WHICH THE CORPORATION IS A PARTY AND IN WHICH ONE OR MORE DIRECTORS HAS A MATERIAL FINANCIAL INTEREST, EXCEPT AS SPECIAL APPROVAL IS PROVIDED FOR IN SECTION 5233(D)(3) OF THE CALIFORNIA CORPORATIONS CODE.
FORM 990, PART VI, SECTION A, LINE 7ATITLE 5 OF THE CALIFORNIA CODE OF REGULATIONS SECTION 42602(B)(2) REQUIRES THAT THE BOARD HAVE VOTING MEMBERSHIP FROM THE FOLLOWING CATEGORIES: (A) ADMINISTRATION AND STAFF; (B) FACULTY; (C) NON-CAMPUS PERSONNEL; AND (D) STUDENTS. AS SUCH, ONE OR MORE OF THE DIRECTORS SHALL BE FROM EACH OF THE FOLLOWING CATEGORIES, ALL FULL VOTING MEMBERS: - FACULTY OF SACRAMENTO STATE - ASI PRESIDENT - A MINIMUM OF 6 NON-CAMPUS PERSONNEL - THE PRESIDENT OF SACRAMENTO STATE - A MEMBER OF THE ALUMNI ASSOCIATION BOARD - VICE PRESIDENT OF UNIVERSITY ADVANCEMENT
FORM 990, PART VI, SECTION A, LINE 7BVACANCIES ON THE BOARD SHALL BE FILLED BY APPOINTMENT BY THE PRESIDENT OF CALIFORNIA STATE UNIVERSITY SACRAMENTO FOR THE BALANCE OF THE UNEXPIRED TERM. UPON DISSOLUTION, THE DISTRIBUTION OF NET ASSETS MUST BE APPROVED BY THE PRESIDENT AND BOARD OF TRUSTEES FOR CALIFORNIA STATE UNIVERSITY SACRAMENTO.
FORM 990, PART VI, SECTION B, LINE 11BTHE FOUNDATION HAS ITS FEDERAL 990 PREPARED BY A CERTIFIED PUBLIC ACCOUNTING FIRM. THIS PROCESS INCLUDES A REQUEST FOR INFORMATION FROM THE FOUNDATION, A COMPILATION OF DATA BY THE FOUNDATION'S CONTRACTED ACCOUNTING FUNCTION (CSUS FINANCIAL SERVICES) AS WELL AS THE SAC STATE ADVANCEMENT DIVISION, MULTIPLE LAYERS OF REVIEW BY THE CERTIFIED PUBLIC ACCOUNTING FIRM AND REVIEW OF THE FINAL RETURN BY THE FOUNDATION'S CONTRACTED ACCOUNTING FUNCTION (I.E. CSUS AUXILIARY ACCOUNTING MANAGER AND SENIOR DIRECTOR OF ACCOUNTING SERVICES). REVIEW BY THE CSUS AUXILIARY ACCOUNTING MANAGER AND SENIOR DIRECTOR OF ACCOUNTING SERVICES CONSISTS OF VERIFYING INFORMATION ON THE FINAL TAX RETURN TO INTERNAL FINANCIAL AND CORPORATE RECORDS TO ENSURE ACCURACY. THE VP FOR UNIVERSITY ADVANCEMENT PERFORMS A HIGHER LEVEL REVIEW FOR REASONABLENESS OF FINANCIAL INFORMATION AND ACCURACY OF CORPORATE GOVERNANCE ITEMS. THIS REVIEW MAY INCLUDE MEETINGS WITH THE CSUS AUXILIARY ACCOUNTING MANAGER AND SENIOR DIRECTOR OF ACCOUNTING SERVICES OR EXTERNAL TAX PREPARERS AS NEEDED. THE FOUNDATION'S AUDIT COMMITTEE AND BOARD CHAIR CONDUCT A FINAL REVIEW OF THE TAX RETURN. THIS REVIEW CONSISTS OF CHECKING THE REASONABLENESS OF FINANCIAL INFORMATION AND ACCURACY OF CORPORATE GOVERNANCE ITEMS. INQUIRIES AND REQUESTS FOR MORE INFORMATION ARE DIRECTED TO THE VP OF ADVANCEMENT, THE CSUS AUXILIARY ACCOUNTING MANAGER AND SENIOR DIRECTOR OF ACCOUNTING SERVICES OR THE EXTERNAL TAX PREPARER AS NEEDED. PRIOR TO FILING, AN ELECTRONIC VERSION OF THE FINAL FEDERAL FORM 990 IS TRANSMITTED TO ALL VOTING MEMBERS OF THE BOARD OF DIRECTORS VIA EMAIL. THE VP FOR UNIVERSITY ADVANCEMENT RESPONDS TO ANY QUESTIONS OR COMMENTS FROM THE BOARD.
FORM 990, PART VI, SECTION B, LINE 12CANNUAL SIGNED CONFLICT OF INTEREST FORMS ARE COLLECTED FROM ALL FOUNDATION BOARD DIRECTORS AT THE FIRST BOARD MEETING OF THE YEAR. ALONG WITH THE BOARD DIRECTORS, THEIR FAMILY MEMBERS ARE ALSO COVERED BY THE POLICY. ANNUALLY, THE FOUNDATION CONDUCTS A REVIEW OF THE RELATIONSHIPS AND AFFILIATIONS OF EACH DIRECTOR THROUGH DISCLOSURE FORMS DOCUMENTING AFFILIATIONS, BUSINESS RELATIONSHIPS, AND OTHER AREAS OF POTENTIAL CONFLICTS OF INTEREST FOR THE DIRECTORS. THE TREASURER COLLECTS ALL FORMS AND PREPARES A LISTING ("REPORT"), BY DIRECTOR, OF ALL AFFILIATIONS REPORTED. REPORT IS PRESENTED TO THE AUDIT COMMITTEE AT ANNUAL MEETING. THE AUDIT COMMITTEE REVIEWS REPORT AND PRESENTS FINDINGS TO FULL BOARD OF DIRECTORS FOR APPROVAL. DIRECTORS ARE ALSO RESPONSIBLE FOR REPORTING POTENTIAL CONFLICTS OF INTEREST ON ANY INDIVIDUAL BOARD OR COMMITTEE AGENDA OR GRANT DOCKET ITEM, PRIOR TO DELIBERATION ON THE ITEM. ALL MATERIAL FACTS CONCERNING THE ACTUAL OR POTENTIAL CONFLICT OF INTEREST SHALL BE DISCLOSED TO THE CHAIR OF THE AUDIT COMMITTEE AND TO COUNSEL FOR THE FOUNDATION. SUCH FACTS SHALL BE RECORDED IN THE MINUTES OF THE BOARD MEETING CONSIDERING AUTHORIZATION OR APPROVAL OF AFFECTED GRANT OR BUSINESS TRANSACTION, AND WHERE APPLICABLE IN ANY PROPOSAL SUMMARY OR RECOMMENDATIONS PRESENTED TO COMMITTEES AND/OR THE BOARD FOR DECISION. THE INTERESTED DIRECTOR MAY BE PRESENT AT THE TIME OF INITIAL PRESENTATION OF A PROSPECTIVE GRANT OR BUSINESS TRANSACTION, BUT IS ABSENT FROM THE ROOM DURING BOTH BOARD DISCUSSION, AND ACTION OR VOTE; AND IF NOT INVOLVING A DIRECTOR WITH A MATERIAL FINANCIAL INTEREST, A GRANT MAY BE APPROVED BY A MAJORITY OF THE DIRECTORS PRESENT. ALL OTHER GRANTS AND BUSINESS TRANSACTIONS INVOLVING A CONFLICT OF INTEREST MUST BE APPROVED BY A MAJORITY OF THE DIRECTORS IN OFFICE.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 9:INCREASE IN CSV OF LIFE INSURANCE POLICIES 18,470.
FORM 990, PART XII, LINE 2CTHE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1CALIFORNIA STATE UNIVERSITY SACRAMENTOBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line16000 J STREETAddressLine1Txt
CitySACRAMENTOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95819ZIPCd
FieldValueIRS element (for citing)
EIN680365325EIN
Primary ActivitiesPOST-SECONDARY EDUCATIONPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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