CALIFORNIA ALUMNI ASSOCIATION: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- CALIFORNIA ALUMNI ASSOCIATION (EIN 94-1007751)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-15
- IRS object ID
- 202313199349324211
- Schema version
- 2022v5.0
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-15T16:30:39-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 SECOND STREET SUITE 900 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941007751 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA ALUMNI ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALI | BusinessNameControlTxt |
| Phone | 5109008225 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 ALUMNI HOUSE UC BERKELEY | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94720 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MONISHA MERCHANT | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 5109008225 | PhoneNum |
| Signature | 2023-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MONISHA | PersonFirstNm |
| Person Last | MERCHANT | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHAEL LUMSDEN | PreparerPersonNm |
| PTIN | P01262236 | PTIN |
| Phone | 4159561500 | PhoneNum |
| Preparation | 2023-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SUSIE COHEN CRUMPLER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 ALUMNI HOUSE UC BERKELEY | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94720 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,370,746 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ALUMNI.BERKELEY.EDU | WebsiteAddressTxt |
| Type Of Organization Assoc | Yes (X) | TypeOfOrganizationAssocInd |
| Formation | 1872 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO CULTIVATE A LIFELONG RELATIONSHIP WITH OUR ALMA MATER BY CONNECTING AND INSPIRING ALUMNI, STUDENTS, AND THE CAMPUS COMMUNITY THROUGH MEANINGFUL AND INCLUSIVE OPPORTUNITIES. WE FOSTER A CULTURE THAT CELEBRATES DIVERSITY, CREATES A SENSE OF BELONGING, AND ADVANCES EQUITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 276 | TotalEmployeeCnt |
| Total Volunteers | 3500 | TotalVolunteersCnt |
| Total Gross UBI | $53,393 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,808,250 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,599,819 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,365,040 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,985,446 | CYProgramServiceRevenueAmt |
| PY Investment Income | $4,925,486 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,898,917 | CYInvestmentIncomeAmt |
| PY Other Revenue | $938,366 | PYOtherRevenueAmt |
| CY Other Revenue | $726,196 | CYOtherRevenueAmt |
| PY Total Revenue | $14,037,142 | PYTotalRevenueAmt |
| CY Total Revenue | $13,210,378 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $198,745 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $113,977 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,326,703 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,587,005 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $178,008 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,406,512 | PYOtherExpensesAmt |
| CY Other Expenses | $7,229,091 | CYOtherExpensesAmt |
| PY Total Expenses | $12,931,960 | PYTotalExpensesAmt |
| CY Total Expenses | $14,930,073 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,105,182 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,719,695 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $38,249,351 | TotalAssetsBOYAmt |
| Total Assets EOY | $30,770,344 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,349,819 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,927,828 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $27,899,532 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $21,842,516 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO CULTIVATE A LIFELONG RELATIONSHIP WITH OUR ALMA MATER BY CONNECTING AND INSPIRING ALUMNI, STUDENTS, AND THE CAMPUS COMMUNITY THROUGH MEANINGFUL AND INCLUSIVE OPPORTUNITIES. WE FOSTER A CULTURE THAT CELEBRATES DIVERSITY, CREATES A SENSE OF BELONGING, AND ADVANCES EQUITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,874,422 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $5,548,565 | RevenueAmt |
| Desc | CAL ALUMNI ASSOCIATION (CAA) OWNS AND OPERATES THREE CAMP SITES ON U.S. FOREST SERVICE LEASED LAND IN THE STANISLAUS NATIONAL FOREST IN PINECREST, CA. KNOWN AS LAIR OF THE BEAR (LAIR), CAA PROVIDES YEAR-ROUND, REASONABLY PRICED CAMPING ACCOMMODATIONS, FOOD, AND PROGRAMS TO CAA MEMBERS AND THEIR FRIENDS AND FAMILY. IN ADDITION, K-12 SCHOOL DISTRICTS AND OTHER GROUPS BOOK THE LAIR FOR EDUCATIONAL AND SPECIAL EVENT PURPOSES. OVER 10,000 INDIVIDUALS ENJOY THESE FACILITIES ON AN ANNUAL BASIS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $971,725 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $53,393 | RevenueAmt |
| Desc | CALIFORNIA MAGAZINE IS PUBLISHED ON A QUARTERLY BASIS AND MAILED TO ALL MEMBERS OF THE ASSOCIATION TO KEEP ALUMNI IN TOUCH WITH FELLOW MEMBERS AND WITH THE UNIVERSITY. THE MAGAZINE PROVIDES MEMBERS WITH UNIVERSITY NEWS ITEMS, TOPICAL ISSUES, DISCOVERIES, AND ALUMNI EVENTS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,357,798 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $3,051,328 | RevenueAmt |
| Desc | ALUMNI PROGRAMMING INCLUDES: MEMBER SERVICES AND BENEFITS, CAREER NETWORKING AND SEMINARS, ON- AND OFF-CAMPUS SPECIAL EVENTS, DOMESTIC AND INTERNATIONAL STUDY PROGRAMS THROUGH CAL DISCOVERIES TRAVEL, AND PARTICIPATION IN VOLUNTEER-LED ALUMNI CHAPTERS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,632,672 | ExpenseAmt |
| Grant | $113,977 | GrantAmt |
| Revenue | $332,160 | RevenueAmt |
| Desc | CAA ADMINISTERS A MENTORSHIP PROGRAM AND TWO SCHOLARSHIP PROGRAMS CREATED BY CAL ALUMNI TO ENABLE STUDENTS TO ENGAGE WITH ALUMNI: THE LEADERSHIP AWARD AND THE ACHIEVEMENT AWARD PROGRAM. PROGRAMS AND ACTIVITIES INCLUDE THE APPLICATION REVIEW AND AWARDING OF SCHOLARSHIPS, ADVISING AND PROGRAM SUPPORT FOR UNDERGRADUATES, AND AN ALUMNI MENTORSHIP PROGRAM FOR FIRST GENERATION COLLEGE STUDENTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,632,672 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $113,977 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $332,160 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $10,836,617 | 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 | Yes (1) | 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 | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | 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 | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | 102 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 276 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| 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 | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MONISHA MERCHANT | PersonNm |
| Phone | 5109008225 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 ALUMNI HOUSE UC BERKELEY | AddressLine1Txt |
| City | BERKELEY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94720 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ALFONSO SALAZAR | ||||||||
| PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DEMETRIOS BOUTRIS | ||||||||
| VICE PRESIDENT | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ANNE CHAMBERS | ||||||||
| VP FINANCE (THRU 6/2022) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOHN PALMER | ||||||||
| VP FINANCE (START 6/2022) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| AHMAD ANDERSON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MORRIS MO BUDAK | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LESLY CASTRO | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALLARD CHU | ||||||||
| DIRECTOR (THRU 6/2022) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DEIRDRE HENRY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JUSTIN HOGENAUER | ||||||||
| DIRECTOR (THRU 6/2022) | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| TALIA KENNEDY | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| AMANDA POUCHOT | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARSHA ROBERTS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARC SINGER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BOB SPROUL | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| AMY TONG | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KIRK TRAMBLE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ART B WONG | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSIE COHEN CRUMPLER | ||||||||
| EXECUTIVE DIRECTOR | 37.50 | Yes (X) | $305,477 | $0 | $27,268 | |||
| ANJEANNETTE SCHNETZ | ||||||||
| CHIEF OF STAFF / SECRETARY | 37.50 | Yes (X) | $126,354 | $0 | $22,913 | |||
| MONISHA MERCHANT | ||||||||
| CFO (START 8/2022) | 37.50 | Yes (X) | $53,671 | $0 | $4,160 | |||
| ANN TRUONG | ||||||||
| CFO (THRU 1/2022) | 37.50 | Yes (X) | $44,391 | $0 | $1,905 | |||
| MATT TERWILLIGER | ||||||||
| CHIEF REVENUE OFFICER | 37.50 | $224,568 | $0 | $30,249 | Yes (X) | |||
| JENNY ROBLES | ||||||||
| SENIOR DIRECTOR OF HUMAN RESOURCES | 37.50 | $141,744 | $0 | $23,442 | Yes (X) | |||
| MICHAEL YALEY | ||||||||
| GENERAL MANAGER PINECREST OPERATIONS | 37.50 | $143,616 | $0 | $1,074 | Yes (X) | |||
| PATRICK JOSEPH | ||||||||
| EDITOR-IN-CHIEF | 37.50 | $111,485 | $0 | $29,163 | Yes (X) | |||
| PIERRE-ALAIN SEGUREL | ||||||||
| SENIOR DIRECTOR OF INFORMATION TECH | 37.50 | $126,483 | $0 | $9,764 | Yes (X) | |||
| JOANNA AGUIAR | ||||||||
| SENIOR PROGRAM OPERATING OFFICER | 37.50 | $102,253 | $0 | $1,856 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,380,042 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $151,794 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SIERRA PROPERTY MAINTENANCE | |||||
| 17500 ROUTE 5 ROAD | SONORA | CA | 95370 | CONSTRUCTION SERVICES | $819,256 |
| QUADGRAPHICS INC | |||||
| PO BOX 644840 | PITTSBURGH | PA | 15264 | PRINTING SERVICES | $444,711 |
| SURVIVAL CPR AND FIRST AID LLC | |||||
| 9025 OLD REDWOOD HWY SUITE C | WINDSOR | CA | 95492 | SURVIVAL, CPR, AND FIRST AID SERVICES | $135,788 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $489,369 | GovernmentGrantsAmt |
| All Other Contributions | $1,110,450 | AllOtherContributionsAmt |
| Noncash Contributions | $22,389 | NoncashContributionsAmt |
| Total Contributions | $1,599,819 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| LAIR OF THE GOLDEN BEAR CAMP REV | 531390 | $5,548,565 | $5,548,565 | |
| TRAVEL PROGRAM | 561520 | $1,752,708 | $1,752,708 | |
| MEMBERSHIP DUES | 813410 | $1,298,620 | $1,298,620 | |
| OTHER OPERATING REVENUE | 900099 | $332,160 | $332,160 | |
| PUBLICATIONS/ADVERTISING | 541800 | $53,393 | $53,393 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,985,446 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $356,099 | TotalRevenueColumnAmt |
| Exclusion | $356,099 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $726,196 | TotalRevenueColumnAmt |
| Exclusion | $726,196 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,703,186 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,160,368 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,542,818 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,542,818 | TotalRevenueColumnAmt |
| Exclusion | $1,542,818 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,210,378 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,932,053 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $53,393 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,625,113 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,977 | TotalAmt |
| Program Services | $113,977 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $840,955 | TotalAmt |
| Program Services | $229,335 | ProgramServicesAmt |
| Management And General | $519,589 | ManagementAndGeneralAmt |
| Fundraising | $92,031 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,128,276 | TotalAmt |
| Program Services | $3,577,628 | ProgramServicesAmt |
| Management And General | $1,537,428 | ManagementAndGeneralAmt |
| Fundraising | $13,220 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,048 | TotalAmt |
| Program Services | $90,183 | ProgramServicesAmt |
| Management And General | $44,138 | ManagementAndGeneralAmt |
| Fundraising | $1,727 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,044,600 | TotalAmt |
| Program Services | $696,750 | ProgramServicesAmt |
| Management And General | $337,212 | ManagementAndGeneralAmt |
| Fundraising | $10,638 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $437,126 | TotalAmt |
| Program Services | $280,859 | ProgramServicesAmt |
| Management And General | $149,076 | ManagementAndGeneralAmt |
| Fundraising | $7,191 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,077 | TotalAmt |
| Management And General | $18,077 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,953 | TotalAmt |
| Management And General | $34,953 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,991 | TotalAmt |
| Management And General | $84,991 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,180,624 | TotalAmt |
| Program Services | $791,913 | ProgramServicesAmt |
| Management And General | $388,461 | ManagementAndGeneralAmt |
| Fundraising | $250 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,940 | TotalAmt |
| Program Services | $7,253 | ProgramServicesAmt |
| Management And General | $18,687 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $962,343 | TotalAmt |
| Program Services | $870,184 | ProgramServicesAmt |
| Management And General | $68,143 | ManagementAndGeneralAmt |
| Fundraising | $24,016 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,510 | TotalAmt |
| Program Services | $2,506 | ProgramServicesAmt |
| Management And General | $18,004 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $609,955 | TotalAmt |
| Program Services | $453,163 | ProgramServicesAmt |
| Management And General | $156,652 | ManagementAndGeneralAmt |
| Fundraising | $140 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,469 | TotalAmt |
| Program Services | $38,000 | ProgramServicesAmt |
| Management And General | $13,469 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,958 | TotalAmt |
| Program Services | $70,478 | ProgramServicesAmt |
| Management And General | $26,480 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $245,822 | TotalAmt |
| Management And General | $245,822 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $630,604 | TotalAmt |
| Program Services | $567,544 | ProgramServicesAmt |
| Management And General | $63,060 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $354,238 | TotalAmt |
| Program Services | $342,920 | ProgramServicesAmt |
| Management And General | $11,318 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM EXPENSES | $2,370,205 | $2,306,179 | $50,383 | $13,643 |
| REPAIRS AND MAINTENANCE | $186,810 | $168,570 | $18,240 | |
| BOND ISSUANCE COSTS | $4,883 | $4,883 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $350,709 | TotalAmt |
| Program Services | $229,175 | ProgramServicesAmt |
| Management And General | $106,382 | ManagementAndGeneralAmt |
| Fundraising | $15,152 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,930,073 | TotalAmt |
| Program Services | $10,836,617 | ProgramServicesAmt |
| Management And General | $3,915,448 | ManagementAndGeneralAmt |
| Fundraising | $178,008 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $472,708 | BOYAmt |
| EOY | $688,259 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,530,585 | BOYAmt |
| EOY | $1,556,663 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,145 | BOYAmt |
| EOY | $143,145 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $555,461 | BOYAmt |
| EOY | $617,220 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,356,255 | BOYAmt |
| EOY | $1,334,810 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,360 | BOYAmt |
| EOY | $75,054 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $20,262,795 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $11,205,791 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,690,380 | BOYAmt |
| EOY | $9,057,004 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,949,250 | BOYAmt |
| EOY | $15,757,027 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,748,180 | BOYAmt |
| EOY | $1,541,162 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $649,027 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,249,351 | BOYAmt |
| EOY | $30,770,344 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $942,890 | BOYAmt |
| EOY | $1,106,902 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,864,336 | BOYAmt |
| EOY | $1,675,158 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,179,551 | BOYAmt |
| EOY | $4,884,435 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $219,632 | BOYAmt |
| EOY | $215,491 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,905 | BOYAmt |
| EOY | $144,544 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,995,505 | BOYAmt |
| EOY | $901,298 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,349,819 | BOYAmt |
| EOY | $8,927,828 | 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 | $19,172,849 | BOYAmt |
| EOY | $15,036,561 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,726,683 | BOYAmt |
| EOY | $6,805,955 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,899,532 | BOYAmt |
| EOY | $21,842,516 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,249,351 | BOYAmt |
| EOY | $30,770,344 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,719,695 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$4,781,848 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $444,527 | 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 | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,606,421 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,324,967 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,129,322 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,808,250 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,599,819 | CurrentTaxYearAmt |
| Total | $13,468,779 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,384,938 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,961,743 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,733,170 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,268,016 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,932,053 | CurrentTaxYearAmt |
| Total | $35,279,920 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,991,359 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,286,710 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,862,492 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,076,266 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,531,872 | CurrentTaxYearAmt |
| Total | $48,748,699 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,690 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,200 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,032 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,268 | CurrentTaxYearMinus1YearAmt |
| Total | $68,190 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,690 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,200 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $31,032 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,268 | CurrentTaxYearMinus1YearAmt |
| Total | $68,190 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $48,680,509 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,288,365 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,237,689 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,661,074 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,810,536 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,082,295 | CurrentTaxYearAmt |
| Total | $9,079,959 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $42,690 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $54,375 | CurrentTaxYearMinus3YearsAmt |
| Total | $97,065 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,331,055 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,292,064 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,661,074 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,810,536 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,082,295 | CurrentTaxYearAmt |
| Total | $9,177,024 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $889,276 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $404,845 | CurrentTaxYearMinus2YearsAmt |
| Total | $1,294,121 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,322,414 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,468,050 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,928,411 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,886,802 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,614,167 | CurrentTaxYearAmt |
| Total | $59,219,844 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.82200 | PublicSupportCY509Pct |
| Public Support PY509 | 0.80990 | PublicSupportPY509Pct |
| Investment Income CY | 0.15500 | InvestmentIncomeCYPct |
| Investment Income PY | 0.16760 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | INSURANCE PROCEEDS - 2019 AMOUNT: $ 889,276. 2020 AMOUNT: $ 404,845. | 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 |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $179,485 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5,251 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,251 | OtherExpendituresAmt |
| End Year Balance | $179,485 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $149,485 | BeginningYearBalanceAmt |
| Contributions | $30,000 | ContributionsAmt |
| Investment Earnings Or Losses | $9,196 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $9,196 | OtherExpendituresAmt |
| End Year Balance | $179,485 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $149,485 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $9,002 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $9,002 | OtherExpendituresAmt |
| End Year Balance | $149,485 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $149,485 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $10,090 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $10,090 | OtherExpendituresAmt |
| End Year Balance | $149,485 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,857,722 | BeginningYearBalanceAmt |
| Contributions | -$1,666,002 | ContributionsAmt |
| Investment Earnings Or Losses | -$25,966 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $16,269 | OtherExpendituresAmt |
| End Year Balance | $149,485 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,605,703 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,056,829 | DepreciationAmt |
| Book Value | $6,548,874 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,882,488 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,130,000 | DepreciationAmt |
| Book Value | $752,488 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,280,192 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,156,280 | DepreciationAmt |
| Book Value | $123,912 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,494,412 | OtherCostOrOtherBasisAmt |
| Depreciation | $862,682 | DepreciationAmt |
| Book Value | $1,631,730 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $9,057,004 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| FIXED INCOME SECURITIES - FIXED INCOME TRUST FUND | $162,205 | F |
| UNIVERSITY OF CALIFORNIA GENERAL ENDOWMENT POOL - GEP SHARES | $1,378,957 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,541,162 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| DERIVATIVE FINANCIAL INSTRUMENT LIABILITY | $292,485 |
| LIABILITY FOR PENSION BENEFITS | $604,333 |
| DEFERRED RENT | $4,480 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $901,298 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $9,265,066 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$4,781,848 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $477,000 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $444,527 | OtherRevenueAmt |
| Revenue Not Reported | -$3,860,321 | RevenueNotReportedAmt |
| Revenue Subtotal | $13,125,387 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $84,991 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $84,991 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $13,210,378 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $15,322,082 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $477,000 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $477,000 | ExpensesNotReportedAmt |
| Expenses Subtotal | $14,845,082 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $84,991 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $84,991 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $14,930,073 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | THE CALIFORNIA ALUMNI ASSOCIATION IS THE CUSTODIAL AGENT OF FUNDS FOR CAMPUS GROUPS AND ALUMNI CHAPTERS. THE ORGANIZATION IS OBLIGATED TO HOLD THE FUNDS IN THEIR BANK ACCOUNT FOR DISTRIBUTION UPON REQUEST. |
| PART V, LINE 4: | THE ASSOCIATION'S ENDOWMENT FUNDS CONSIST OF FUNDS WHOSE CORPUS IS TO REMAIN INTACT AND INCLUDE THOSE ASSETS OF DONOR-RESTRICTED FUNDS THAT THE ASSOCIATION MUST HOLD IN PERPETUITY OR FOR A DONOR-SPECIFIED TERM. THE INCOME FROM THE ENDOWMENT FUNDS ARE EXPENDED TO SUPPORT PROGRAM SERVICES OR SUPPORTING SERVICES, IN ALIGNMENT WITH THE ASSOCIATION'S ENDOWMENT SPENDING POLICY. |
| PART X, LINE 2: | THE ASSOCIATION FOLLOWS THE GUIDANCE FOR UNCERTAIN TAX POSITIONS AND REVIEWS AND ASSESSES TAX POSITIONS TAKEN AND EXPECTED TO BE TAKEN AGAINST THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTES FOR FINANCIAL STATEMENT RECOGNITION. MANAGEMENT HAS CONCLUDED THERE ARE NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2022 AND 2021. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | GAIN ON DERIVATIVE FINANCIAL INSTRUMENT 634,895. CHANGE IN PENSION LIABILITY -190,368. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | TUNCER SCHOLARS | GrantTypeTxt |
| Recipient | 48 | RecipientCnt |
| Cash Grant | $113,977 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION ONLY GRANTS INDIVIDUAL SCHOLARSHIPS, WHICH ARE PROVIDED TO UC BERKELEY STUDENTS WHO ARE SELECTED ON CERTAIN CRITERIA DEPENDENT ON TYPE OF SCHOLARSHIP BEING GRANTED. SCHOLARSHIPS ARE AWARDED ON A YEARLY BASIS, CONTINGENT ON THE STUDENT'S ENROLLMENT AT UC BERKELEY. THE ORGANIZATION ALSO GRANTS NEED BASED NON-RENEWABLE EMERGENCY GRANTS TO COVER SCHOLARS' EXPENSES RELATED TO EDUCATION. AWARDING THESE GRANTS IS CONTINGENT ON THE STUDENTS' ENROLLMENT IN UC BERKELEY, DEMONSTRATED EMERGENCY NEED, AND AN EXHAUSTION OF THE FINANCIAL AID COUNSELING OPTIONS PROVIDED BY UC BERKELEY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSIE COHEN CRUMPLER | ||||||||||||||
| EXECUTIVE DIRECTOR | $304,670 | $0 | $0 | $0 | $807 | $0 | $2,250 | $0 | $25,018 | $0 | $332,745 | $0 | $0 | $0 |
| MATT TERWILLIGER | ||||||||||||||
| CHIEF REVENUE OFFICER | $224,298 | $0 | $0 | $0 | $270 | $0 | $1,709 | $0 | $28,540 | $0 | $254,817 | $0 | $0 | $0 |
| JENNY ROBLES | ||||||||||||||
| SENIOR DIRECTOR OF HUMAN RESOURCES | $141,313 | $0 | $0 | $0 | $431 | $0 | $1,093 | $0 | $22,349 | $0 | $165,186 | $0 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ABAG FINANCE AUTHORITY FOR NON-PROFIT ORGANIZATIONS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 943130123 | BondIssuerEIN |
| CUSIP | 00037CGM6 | CUSIPNum |
| Bond Issued | 2004-12-21 | BondIssuedDt |
| Issue Price | $8,300,000 | IssuePriceAmt |
| Purpose | CONSTRUCTION OF SUMMER CAMP FACILITY | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $3,230,000 | RetiredAmt |
| Total Proceeds | $8,300,000 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $207,049 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $8,092,051 | CapitalExpendituresAmt |
| Substantial Completion | 2009 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | Yes (1) | MgmtContractBondFincdPropInd |
| Engage Bond Counsel Contracts | Yes (1) | EngageBondCounselContractsInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.02000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.02000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | 0 | ExceptionToRebateInd |
| No Rebate Due | Yes (1) | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (1) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BANK OF AMERICA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 30.000000000000 | TermOfHedgePct |
| Superintegrated Hedge | 0 | SuperintegratedHedgeInd |
| Hedge Terminated | 0 | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | DATE REBATE COMPUTATION PERFORMED | FormAndLineReferenceDesc |
| Explanation | ISSUER NAME: ABAG FINANCE AUTHORITY FOR NON-PROFIT ORGANIZATIONS DATE THE REBATE COMPUTATION WAS PERFORMED: 12/21/2019 | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS THREE CLASSIFICATIONS OF MEMBERS: 1. ANNUAL MEMBERS (MEMBERS PAYING DUES ON AN ANNUAL BASIS) 2. PAYING LIFE MEMBERS (MEMBERS MAKING INSTALLMENT PAYMENTS ON LIFE MEMBERSHIP) 3. LIFE MEMBERS (MEMBERS WHO ARE FULLY PAID OR RECEIVED COMPLIMENTARY LIFE MEMBERSHIP) THE FOLLOWING PERSONS ARE ELIGIBLE TO BECOME MEMBERS OF THE ORGANIZATION: (I) ANY PERSON WHO HAS BEEN AWARDED A DEGREE FROM ANY UNIVERSITY OF CALIFORNIA CAMPUS, (II) ANY PERSON WHO HAS ATTENDED ANY UNIVERSITY OF CALIFORNIA CAMPUS AS A STUDENT FOR AT LEAST ONE QUARTER, ONE SEMESTER, OR HAS ACCUMULATED TWELVE (12) OR MORE UNITS OF CREDIT FROM ANY UNIVERSITY OF CALIFORNIA AND/OR UNIVERSITY EXTENSION CAMPUS; (III) A CURRENT OR FORMER FACULTY OR STAFF MEMBER OF THE ORGANIZATION OR ANY UNIVERSITY OF CALIFORNIA CAMPUS; (IV) ANY PERSON WHO HAS DEMONSTRATED AN INTEREST IN BENEFITS OR PROGRAMS OF THE ORGANIZATION OR THE UNIVERSITY OF CALIFORNIA; AND (V) ANY PERSON WHO HAS RENDERED OUTSTANDING SERVICE TO THE ORGANIZATION OR THE UNIVERSITY OF CALIFORNIA. |
| FORM 990, PART VI, SECTION A, LINE 7A | NEW MEMBERS OF THE BOARD OF DIRECTORS ARE NOMINATED BY THE NOMINATING COMMITTEE OF THE BOARD OF DIRECTORS. ANNOUNCEMENTS OF SUCH NOMINATIONS ARE MADE IN THE NEXT ISSUE OF CALIFORNIA MAGAZINE. ADDITIONALLY, ANY GROUP OF 100 MEMBERS OF THE ORGANIZATION IN GOOD STANDING MAY, BY WRITTEN PETITION, NOMINATE A FULL OR PARTIAL TICKET IF SAID WRITTEN PETITION IS FILED WITH THE SECRETARY WITHIN A PERIOD OF 30 DAYS AFTER THE PUBLISHED REPORT OF THE NOMINATING COMMITTEE. IF NO SUCH PETITION HAS BEEN FILED WITH THE SECRETARY, THEN THE NOMINEES OF THE NOMINATING COMMITTEE, AS APPROVED BY THE BOARD, SHALL BE DECLARED DULY ELECTED. IF SUCH PETITION IS FILED, THEN AN ELECTION BY WRITTEN BALLOT SHALL BE HELD FOR THE CONTESTED POSITION OR POSITIONS. |
| FORM 990, PART VI, SECTION A, LINE 7B | FIXING OR CHANGING THE NUMBER OF DIRECTORS OR OFFICERS MAY NOT BE ADOPTED, AMENDED, OR REPEALED WITHOUT THE VOTE OR WRITTEN ASSENT OF A MAJORITY OF THE MEMBERS OF THE CORPORATION, OR THE MAJORITY VOTE OF THE MEMBERS PRESENT AT A MEETING OF THE MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT IN CONJUNCTION WITH THE ORGANIZATION'S FINANCE AND ACCOUNTING STAFF. A DRAFT FORM 990 IS REVIEWED BY THE ORGANIZATION'S CFO; ANY ADJUSTMENTS ARE MADE, AS NECESSARY. THE FORM 990 IS THEN REVIEWED WITH THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS, AND DISTRIBUTED TO THE ENTIRE BOARD THEREAFTER, PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST ANNUALLY. IN ADDITION, A VENDOR CHECK IS DONE ANNUALLY TO CAPTURE ANY POTENTIAL CONFLICT OF INTEREST. IN THE EVENT A CONFLICT OF INTEREST EXISTS, THE PERSONS INVOLVED ARE REQUIRED TO RECUSE THEMSELVES FROM MAKING ANY DECISION ON THE MATTER. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION OF THE EXECUTIVE DIRECTOR AND SENIOR MANAGEMENT TEAM MEMBERS IS REVIEWED AND APPROVED BY THE COMPENSATION COMMITTEE. THE COMMITTEE USES COMPENSATION SURVEYS, STUDIES, AND/OR FORM 990 INFORMATION FROM OTHER ORGANIZATIONS IN MAKING THEIR DECISION. SUBSTANTIATION OF THE DELIBERATION AND DECISION IS DOCUMENTED IN THE COMMITTEE MEETING MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | GAIN ON DERIVATIVE FINANCIAL INSTRUMENT 634,895. CHANGE IN PENSION LIABILITY -190,368. |
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