2021-03-10T22:27:34-08:00 2020-06-30 383944511 Richard H Rechif Jr CPA 1240 India Street Unit 308 San Diego CA 92101 990 2019-07-01 956042721 San Diego State University Foundation SDSU Research Foundation SAND 6195941900 5250 Campanile Drive MC1947 San Diego CA 92182 Levinson Leslie R CFO 2021-03-10 true Richard H Rechif Jr P00169119 6199975134 X 2019 2022-09-23 18:48:47Z Goetz Michele 5250 Campanile Drive MC1947 San Diego CA 921821947 241781191 false X www.foundation.sdsu.edu X 1943 CA Provide support to programs that are integral to research, educational and community service objectives of San Diego State University. 17 12 3326 340 120663 89072210 82828123 94838920 84559633 -901934 10856343 63961 305693 183073157 178549792 23711372 19944522 0 88184395 91496877 612859 650361 6773699 49933810 49399970 162442436 161491730 20630721 17058062 175751705 198532473 82010003 86473814 93741702 112058659 Provide support to programs that are integral to research, educational and community service objectives of San Diego State University. false false 95220385 12246737 60720043 SDSU Research Foundation administers funds for the sponsored research efforts of San Diego State University faculty who are researching issues important to the region, the nation, and the world. 26453404 8749085 SDSU Research Foundation administers funds for the University's public broadcasting arm, KPBS. 12541154 7697785 15090505 SDSU Research Foundation administers funds that support the work of projects that focus on university and community improvement. 134214943 true true false true false false false false false true true false false false true false true true false true true true true true true false false true true true true false false false false false false false false false false true false false false false true true false false false true 987 0 true 3326 true true true true OC false false false true true true 4 false false false true false false false X 17 12 false false false false false true true true true false false true true true true true true true true false CA X X Teresa Loren 6195941900 5250 Campanile Dr MC 1947 San Diego CA 921821947 Long Roderick Coach 0.50 50.00 740035 294647 107241 Dutcher Brian Coach 0.50 50.00 576728 322393 107067 de la Torre Adela Pres, Pres SDSU 5.00 45.00 X X 0 458184 154769 Wicker John Athletic Director 0.50 50.00 167535 278516 104934 Sussman Mark Reseacher Faculty 15.00 35.00 184779 208811 82832 Horton Jeffrey Assistant Coach 0.50 50.00 122218 248524 95725 Welter Stephen VP, VP SDSU 5.00 45.00 X X 0 305407 112473 Karlo Thomas KPBS - Assoc General Manager 0.00 50.00 0 256595 95314 Wong Nickerson Agnes Treas, VP SDSU 5.00 45.00 X X 0 249117 95174 Thomas Jennifer Research Facult 15.00 35.00 X 94831 134282 63274 Emmorey Karen Sec, Resrch Fac 15.00 35.00 X X 51033 154226 75075 Seshan Radhika Dean - SDSU 0.00 50.00 0 217221 63036 Levinson Leslie R CFO 38.00 12.00 X 0 212631 57521 Goetz Michele Executive Dir. 38.00 12.00 X 0 207409 61986 Ayala Guadalupe Research Facult 15.00 35.00 X 67285 128636 63699 Zeller Robert Research Facult 15.00 35.00 X 0 154757 74727 Philipp Randolph Research Facult 15.00 35.00 X 19251 139643 61070 Tsou Ming-Hsiang Research Facult 15.00 35.00 X 41633 107886 57418 Ochoa Salvador Provost SDSU 5.00 45.00 X 0 155923 45978 Naylon Deb Director of Human Services 0.00 50.00 0 145243 56150 Mladenov Natalie Research Facult 15.00 35.00 X 15461 112808 68951 Raynoha Rachel M Assoc Exec Director - CIO 50.00 0.00 162846 0 32904 Onwaka Christian Assoc Students 1.00 1.00 X 0 1425 0 Page David Director 1.00 0.00 X 0 0 0 Brack William Director 1.00 0.00 X 0 0 0 Coppenrath Joan Director 1.00 0.00 X 0 0 0 Capps Vickie Director 1.00 0.00 X 0 0 0 Hauser Craig Director 1.00 0.00 X 0 0 0 2243635 4494284 1737318 61 false true false Carl Bloom Associates Inc 81 Main St White Plains NY 10601 Mail Services 329389 Grant Thornton LLP P O Box 51552 Los Angeles CA 90071 Audit & Accounting 253404 College Contact GMBH Hammer St 39 Muenster GM 48153 Student Recruitment 180929 Query 5053 Mount Durban Dr San Diego CA 92117 Tech Support 314505 IEC Online International Marienstrabe 19/20 Berlin GM 10117 Student Recruitment 239022 18 34695 47057432 35735996 3501749 82828123 Campus & Community Prog 515100 11682854 11560096 122758 Contracts Government 541900 36624481 36624481 Contracts Non-Government 541900 24095562 24095562 Equip-Sponsored Programs 541900 790670 790670 Fees & Tuition 611600 11366066 11366066 84559633 1353102 1353102 0 922039 922039 6619884 7000166 -380282 -380282 -380282 51344609 14159697 51384835 4616230 -40226 9543467 9503241 9503241 20052 230168 -210116 -210116 0 0 Passthrough Entities 611710 -25948 -23959 -2095 106 -25948 178549792 84412916 120663 11188090 13488324 13488324 4770139 4770139 1686059 1686059 0 514144 318394 155750 40000 0 70427083 59997745 7553547 2875791 5387844 4584884 581318 221642 7573365 6444693 817124 311548 7594441 6462628 819398 312415 0 391224 46947 344277 253404 253404 144500 144500 650361 650361 0 10461636 8199613 2159202 102821 0 0 0 0 2646620 1252760 1356491 37369 2352475 2050823 254819 46833 0 1081374 495490 459188 126696 0 0 4639800 4639800 287939 77005 91023 119911 Supplies & Equipment 6590610 5974703 555927 59980 Other Operating 6458959 2297232 3427857 733870 Subcontracts 5923203 5923203 Broadcasting Expense 4064875 3042211 1016326 6338 4103351 2462290 512937 1128124 161491730 134214943 20503088 6773699 13352716 4595917 39725816 13800732 23986907 18904816 12569117 9765310 0 0 7917691 7572592 0 1731868 733927 107282675 62553371 51335857 44729304 24599815 94564883 0 0 0 531918 3864992 175751705 198532473 14081933 13935694 24834453 20010177 12826999 12826999 14465000 13277468 15801618 26423476 82010003 86473814 X 69713623 93462126 20174890 14734527 3853189 3862006 93741702 112058659 175751705 198532473 17058062 1258895 X false true X true true true X X X 1 San Diego State University 330373293 6 true 13488324 0 1 13488324 0 68659654 69371360 75743799 89072210 82828123 385675146 0 0 68659654 69371360 75743799 89072210 82828123 385675146 4264291 381410855 7064178 6198107 6365656 7543096 8895025 36066062 0 137867 164773 23049 15991 20052 361732 422102940 0.90360 0.90480 X true false false false false true false false false false false false false false false true true true X Part I: Additional Information Schedule A, Part IIThe organization is not an organization described in IRC Sections 170(B)(1)(A)(IV) or (VI) but is completing schedule A, Part II to elect the special rule relating to the contribution reporting on Form 990, Schedule B. Support Schedule: Other Income Explanation Other income (Part II, line 10) is from fundraising events. Part IV, Section A, Line 6: Description Of Grants Or Provided Benefits To Others In addition to administering funds that directly support San Diego State University, SDSU Research Foundation administers funds to outside organizations or individuals who are partnered with San Diego State University to research issues important to the region, the nation, and the world. Part IV, Section D, Line 3: Role The Organization's Supported Orgs. Played The President of San Diego State University, (the supported organization) is also the President of SDSU Research Foundation. Furthermore, the Board of Directors of SDSU Research Foundation includes Senior Management of San Diego State University, some of whom also serve on SDSU Research Foundation's investment committee. Part IV, Section E, Line 1c: Explain How Organization Supports Government Entity SDSU Research Foundation is an auxiliary organization of San Diego State University, a California public educational institution. SDSU Research Foundation's activities support the research, educational, and community service programs of the University. SDSU Research Foundation engages in activities on behalf of San Diego State University, and, if not for the involvement of SDSU Research Foundation, the University would normally be engaged in similar activities. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 144500 false false 144500 false false Part II-B, Line 1i - Other Activities Description SDSU Research Foundation paid $144,500 to the firm of Carpi & Clay, Inc. during the fiscal year. The firm represents SDSU Research Foundation's interest in Washington DC, primarily in activities that involve the competition for federal research funds. 26676449 347051 711000 61997 27672503 23510103 2013462 1267056 114172 26676449 21722470 1440011 415726 68104 23510103 18411232 1793804 1635094 117660 21722470 17785070 190259 -850766 -1286669 18411232 0.25380 0.05610 0.69010 false true true 525852 16223067 16748919 1240481 62472692 39594623 24118550 26820583 22958748 3861835 44729304 Amounts Held for Others 528002 Deferred Gain on Bond Refunding 110408 Due to SDSU Auxiliaries 16865204 Net OPEB Liability 3090874 Other Liabilities 5828988 26423476 187390449 1258895 581596 7000166 8840657 178549792 178549792 169073492 581596 7000166 7581762 161491730 161491730 Part V, Line 4: Intended uses of the endowment fund. To provide inter-generational income to augment programs that are an integral part of the research, educational, and community service mission of San Diego State University. Part XI, Line 2d: Other revenue amounts included in F/S but not included on form 990 Rental Expenses Netted on Return $7000166 Part XII, Line 2d: Other expenses and losses per audited F/S Rental Expenses Netted on Return $7000166 true Russia Neighbor 1 20 Program Services Education 1008201 Russia Neighbor 0 0 Grantmaking 51992 East Asia & Pacific 0 0 Grantmaking 58736 Europe 0 0 Grantmaking 27656 North America 0 0 Grantmaking 73291 South Asia 0 0 Grantmaking 35180 Sub-Sahara Africa 0 0 Grantmaking 406240 Middle East & North Africa 0 0 Grantmaking 4747 South America 0 0 Grantmaking 19429 Central America & Caribbean 0 0 Grantmaking 587 1 20 1 20 1686059 1686059 East Asia & Pac Subcontract 6748 Wire Europe Service 15811 Wire North America Service 5410 Wire North America Service 8400 Check North America Subcontract 41348 Check North America Training 2400 Wire Russia Neighbor Education 989329 Wire Russia Neighbor Facilities 18872 Wire South America Service 14749 Wire South Asia Service 5168 Wire Sub-Sah Africa Subcontract 401711 Wire 42 Education Russia Neighbor 11 1762 Wire Education Russia Neighbor 30 27840 Check Fellowship Central Amer & Carib 2 587 Check Fellowship East Asia & Pacific 11 27500 Wire Fellowship East Asia & Pacific 16 20458 Check Fellowship Europe 4 1170 Check Fellowship Europe 4 6000 Wire Fellowship Mid East & N Africa 1 400 Check Fellowship Mid East & N Africa 10 2925 Check Fellowship Russia Neighbor 4 1170 Check Fellowship South America 16 4680 Check Fellowship South Asia 12 3510 Check Fellowship Sub-Sahara Africa 1 1437 Wire Fellowship Sub-Sahara Africa 4 1170 Check Service East Asia & Pacific 4 2400 Wire Service Europe 1 2500 Wire Service Mid East & N Africa 1 250 Wire Service North America 10 6845 Check Service North America 2 2581 Wire Service Russia Neighbor 4 20000 Check Service South Asia 2 25752 Wire Training Europe 1 440 Wire Training North America 3 900 Wire Training South Asia 1 750 Check Travel East Asia & Pacific 2 1630 Wire Travel Europe 1 1735 Wire Travel Mid East & N Africa 2 1172 Wire Travel North America 3 287 Check Travel North America 7 5120 Wire Travel Russia Neighbor 2 1220 Wire Travel Sub-Sahara Africa 3 1922 Wire false false false false false false Part I, Line 2 - Grantmakers Explanation For Monitoring Use of Funds Outside US SDSU Research Foundation does not act as a primary grant maker. SDSU Research Foundation issues subcontracts specifically approved under the primary grants and contracts received by SDSU Research Foundation. All such subcontracts, whether foreign or domestic, are closely monitored by SDSU Research Foundation staff to ensure compliance with federal and sponsor agency requirements. All such payments are made in accordance with a detailed budget and scope of work. Each subrecipients progress is monitored to ensure they are in compliance with applicable regulations and that all expenditures incurred by the subrecipient are allowable and allocable to the subaward. As a recipient of Federal grants and contracts, SDSU Research Foundation is subject to specific subrecipient monitoring and audit procedures as part of its annual financial audit. In addition, all subcontracts are subject to review by the grant or contract sponsor. X X X X X X X true CARS Inc 4669 Murphy Canyon Rd San Diego CA 92123 Auto Donations true 1659938 360910 1299028 DMW Fundraising 36 Cordage Park Crle 225 Plymouth MA 02360 Direct Mail false 318000 127214 190786 Allegiance Fundraising 3064 49th Street South Fargo ND 58106 Telemarketing false 257000 102638 154362 QCSS Inc dba Aria 21925 W Field Pkwy 210 Deer Park IL 60010 Telemarketing false 95383 59599 35784 false 2330321 650361 1679960 CA GI Film Festival 20052 20052 19722 210446 20052 20052 19722 210446 230168 -210116 true San Diego State University 5500 Campanile Drive San Diego CA 92182 330373293 Government 13488324 0 Amount paid Support University 1 0 Fellowships 1000 4145697 Books & Supplies 400 361329 Travel Assistance 300 203245 Other Student Costs 100 59868 Grantmaker's Description of How Grants are Used Fellowships are primarily granted to individuals to help them improve their research skills. As such, the responsible Principal Investigator closely monitors the progress of the recipients. false false false false false false false false false Ayala Guadalupe Research Facult 67285 128636 6700 38749 18250 73985 185635 de la Torre Adela Pres, Pres SDSU 442368 15816 144915 9854 612953 Dutcher Brian Coach 576728 311142 11251 86549 20518 576728 429460 Emmorey Karen Sec, Resrch Fac 51033 154226 5100 45635 24340 56133 224201 Goetz Michele Executive Dir. 207151 258 36553 25433 269395 Horton Jeffrey Assistant Coach 122218 244028 4496 74329 21396 122218 344249 Karlo Thomas KPBS - Assoc General Manager 255833 762 76971 18343 351909 Levinson Leslie R CFO 212373 258 36667 20854 270152 Long Roderick Coach 740035 289785 4862 87545 19696 740035 401888 Mladenov Natalie Research Facult 15461 112808 1500 36200 31251 16961 180259 Naylon Deb Director of Human Services 145105 138 43800 12350 201393 Ochoa Salvador Provost SDSU 129104 4187 22632 36686 9292 201901 Philipp Randolph Research Facult 19251 139268 375 1900 38383 20787 21151 198813 Raynoha Rachel M Assoc Exec Director - CIO 162846 16300 16604 195750 Seshan Radhika Dean - SDSU 191024 18621 7576 36885 26151 280257 Sussman Mark Reseacher Faculty 184779 208811 18500 40535 23797 203279 273143 Thomas Jennifer Research Facult 94831 134282 9500 41186 12588 104331 188056 Tsou Ming-Hsiang Research Facult 41633 107886 4200 32457 20761 45833 161104 Welter Stephen VP, VP SDSU 305407 91955 20518 417880 Wicker John Athletic Director 167535 278426 90 84595 20339 167535 383450 Wong Nickerson Agnes Treas, VP SDSU 248859 258 75478 19696 344291 Zeller Robert Research Facult 154757 47559 27168 229484 A Trustees CA State Univer 912155587 13077DGE6 2020-02-04 65240000 Refund 2010A Bonds false false false B Trustees CA State Univer 912155587 13077CYL2 2012-08-22 436220000 Refund 2002A Bonds false false false C Trustees CA State Univer 912155587 13077CA61 2013-08-07 308855000 Refund portion of 2005A Bonds false false false D Trustees CA State Univer 912155587 13077CM50 2014-08-20 747740000 Refund portion of 2005A Bonds false false false A 1520000 1465000 1557588 3620 true false true true B 825000 14505000 9575000 14904833 71953 true false true true C 950000 2910000 1830000 3185449 16811 true false true true D 3675000 3360000 3856914 18137 true false true true A false false false false false false true B false false false false false false true C false false false false false false true D false false false false false false true A false true false false false false false true B false false false true false false false true C false false false true false false false true D false false false true false false false true A true B true C true D true Part VI The amounts shown in Part I, column e are the total amount of the system-wide financing. The amounts shown in Part II, line 3 are the portion of the system-wide financing proceeds relating to SDSU Research Foundation. X 1928 1659938 X 35 1841811 3 false true true Part I, Line 32, Hire and Use of Third Parties KPBS conducts a vehicle donation program with the assistance of CARS, Inc. (an IRC 501(c)(3) charitable organization). Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body The President of San Diego State University is also the Ex Officio President of SDSU Research Foundation and a voting member of the Board of Directors. Four other SDSU Research Foundation Directors are appointed ex officio by virtue of their positions in the University, and all elected Directors are nominated by the President. Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders Under Title 5 of the California Code of Regulations 42402, the University President is required to assure that SDSU Research Foundation operates in conformity with policies of The California State University and San Diego State University. The President may discontinue any program or expenditure that he or she determines is inconsistent with these policies. Form 990, Part VI, Line 11b: Form 990 Review Process A draft of the Form 990 was initially provided to each member of the investment committee. The disclosures, significant changes and questions were discussed and addressed. The Form 990 was subsequently presented to each member of the Board of Directors at a regularly scheduled meeting. The disclosures, significant changes and questions were again discussed and addressed. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts SDSU Research Foundation requires each Interested Party to disclose annually interests that could give rise to conflict. SDSU Research Foundation also monitors compliance with its conflict of interest policy through its Purchasing and Sponsored Research Development departments. SDSU Research Foundation staff reviews contracts and requisitions for potential conflicts. Many of its internal processing documents include affirmations regarding lack of conflicts. The Board of Directors is authorized to take whatever actions it deems necessary to resolve potential or actual conflicts including; (1) prohibiting the Interested Party from discussions or decisions regarding the conflict of interest, (2) modifying or redefining the duties and responsibilities of the Interested Party, or (3)requiring the resignation of the Interest Party. Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management Pursuant to Tile 5 of the California Code of Regulations 42405, SDSU Research Foundation maintains salary schedules comparable to San Diego State University (a California public institution). The salaries of the Executive Director and the Chief Financial Officer are also subject to approval by the Board of Directors. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available SDSU Research Foundation's 990 tax return is available on its website. In addition, SDSU Research Foundation provides paper or electronic copies of its governing documents, conflict of interest policy, audited financial statements, research reports, Single Audit compliance reports and its Form 990 to the public on request. Most of these documents are also available on its website. San Diego State University 5500 Campanile Dr San Diego CA 92182 330373293 Higher Education CA Government NA false The Campanile Foundation 5500 Campanile Dr San Diego CA 92182 330868418 Philanthropy CA 501(c)(3) 5 NA false Aztec Shops Ltd 5500 Campanile Dr San Diego CA 92182 950516240 Bookstore, Food Service CA 501(c)(3) 11 Type III Func Int N/A false Associated Students of SDSU 5500 Campanile Dr San Diego CA 92182 956042622 Student Activities CA 501(c)(3) 5 NA false SDSU Foundation VEBA Trust 5250 Campnaile Drive MC 1947 San Diego CA 92182 330712822 VEBA Trust CA 501(c)(9) N/A false Charitable Remainder Trust 1 5250 Campanile Drive San Diego CA 92182 Trust CA SDSU Research Found Trust true false true true true true false false false false true true true true true true true true false false San Diego State University b 4966346 Actual San Diego State University o 5771182 Actual San Diego State University p 2750796 Actual