CAMPANILE FOUNDATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- CAMPANILE FOUNDATION (EIN 33-0868418)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-04-12
- IRS object ID
- 201801029349301260
- Schema version
- 2016v3.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-12T15:53:04-07:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Richard H Rechif Jr CPA | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1240 India Street Unit 308 | AddressLine1Txt |
| City | San Diego | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330868418 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Campanile Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CAMP | BusinessNameControlTxt |
| Phone | 6195944562 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 Campanile Drive MC1968 | AddressLine1Txt |
| City | San Diego | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92182 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Travis Clancy | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Signature | 2018-04-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Richard H Rechif Jr | PreparerPersonNm |
| PTIN | P00169119 | PTIN |
| Phone | 6199975134 | PhoneNum |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Mary Ruth Carleton | PrincipalOfficerNm |
| Gross Receipts | $52,829,075 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | tcf.sdsu.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | To provide San Diego State University with the community expertise, oversight, and advocacy to increase private giving and to manage the philanthropic assets of the University. | ActivityOrMissionDesc |
| Voting Members Governing Body | 35 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 32 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 30 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $42,847,308 | PYContributionsGrantsAmt |
| CY Contributions Grants | $44,087,335 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,892,540 | PYInvestmentIncomeAmt |
| CY Investment Income | $5,914,411 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $45,739,848 | PYTotalRevenueAmt |
| CY Total Revenue | $50,001,746 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $18,663,916 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $19,860,834 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,936,957 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $9,990,771 | PYOtherExpensesAmt |
| CY Other Expenses | $10,433,361 | CYOtherExpensesAmt |
| PY Total Expenses | $28,654,687 | PYTotalExpensesAmt |
| CY Total Expenses | $30,294,195 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $17,085,161 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $19,707,551 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $288,913,068 | TotalAssetsBOYAmt |
| Total Assets EOY | $332,162,581 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $22,724,156 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $26,316,768 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $266,188,912 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $305,845,813 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To provide San Diego State University with the community expertise, oversight, and advocacy to increase private giving and to manage the philanthropic assets of the University. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $11,259,070 | ExpenseAmt |
| Grant | $11,259,070 | GrantAmt |
| Desc | Campus Programs administered by the UniversityThe Campanile Foundation received funds in support of academic and athletic activities administered by San Diego State University. The amount of funds granted to the university for this purpose during the year reported on this return was $11,259,070. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $9,461,790 | ExpenseAmt |
| Grant | $3,019,207 | GrantAmt |
| Desc | Support of Individual CollegesThe Campanile Foundation administers programs that support substantially all the University's individual colleges. The amount of support for each college is based on the wishes of individual donors and the wisdom of the University's administration. The amount of support to the colleges during the year reported on this return was $9,461,790. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,582,557 | ExpenseAmt |
| Grant | $5,582,557 | GrantAmt |
| Desc | Student Scholarships administered by the UniversityThe Campanile Foundation received funds in support of Scholarships. Scholarship payments are administered by the University's Office of Financial Aid and Scholarship (OFAS). The OFAS administers the University scholarship programs in accordance with the policies of the California State University system, San Diego State University, and applicable Federal law and regulations, along with the restrictions contained in individual donor agreements. The amount of scholarships awarded by the OFAS and funded by the Campanile Foundation was $5,582,557. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $26,303,417 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (true) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Employment Tax Returns Filed | false | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 35 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 32 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Travis Clancy | PersonNm |
| Phone | 6195944562 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 Campanile Drive MC1968 | AddressLine1Txt |
| City | San Diego | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 921821947 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (38 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| Terry Atkinson | |||||||
| Director | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Edward Blessing | |||||||
| Director | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Ed Brown | |||||||
| Director | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Mary Ruth Carleton | |||||||
| President & CEO | 10.00 | 30.00 | Yes (X) | $0 | $289,647 | $94,717 | Yes (X) |
| Nikki Clay | |||||||
| Director | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Joe Belch | |||||||
| Director | 0.50 | 39.50 | Yes (X) | $0 | $194,265 | $63,197 | |
| Julie Dillon | |||||||
| Director | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Marshall Faulk | |||||||
| Director | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Greg Fowler | |||||||
| Director | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| William Geppert | |||||||
| Director | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Alan Gold | |||||||
| Director | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Mary Curran | |||||||
| Board Chair | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Elliot Hirshman | |||||||
| SDSU Pres-Dirtr | 4.00 | 36.00 | Yes (X) | $0 | $385,742 | $90,917 | Yes (X) |
| Jeff Jeffery | |||||||
| Director | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Steve Doyle | |||||||
| Director | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Linda Lang | |||||||
| Director | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Evelyn Lamden | |||||||
| Director | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Ken McCain | |||||||
| Director | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Thom McElroy | |||||||
| Director | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Jack McGrory | |||||||
| Director | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Kris Michell | |||||||
| Director | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| R Michael Pack | |||||||
| Director | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Anthony Podell | |||||||
| Director | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Elsa Romero | |||||||
| Director | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Patricia Roscoe | |||||||
| Director | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Susan Salka | |||||||
| Director | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Jerry Sanders | |||||||
| Director | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Bob Scarano | |||||||
| Director | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Christopher Sickels | |||||||
| Director | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Karin Winner | |||||||
| Director | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Rachel Zahn | |||||||
| Director | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Chimezie Ebiriekwe | |||||||
| Director | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Frank Golberg | |||||||
| Director | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| James Kitchen | |||||||
| Director | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Jim Sinegal | |||||||
| Director | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Travis Clancy | |||||||
| CFO beg 5/2017 | 20.00 | 20.00 | $0 | $89,914 | $45,285 | Yes (X) | |
| Leslie Levinson | |||||||
| CFO end 4/2017 | 20.00 | 20.00 | $0 | $181,141 | $50,631 | Yes (X) | |
| Amy Harmon | |||||||
| Corp Secretary | 10.00 | 30.00 | $0 | $149,862 | $55,290 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Reportable Comp Rltd Org | $1,290,571 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $400,037 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Verus Advisory Inc | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2321 Rosecrans Ave Ste 2250 | AddressLine1Txt |
| City | El Segundo | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90245 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Consultant | ServicesDesc |
| Compensation | $120,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $197,463 | MembershipDuesAmt |
| All Other Contributions | $43,889,872 | AllOtherContributionsAmt |
| Noncash Contributions | $3,577,603 | NoncashContributionsAmt |
| Total Contributions | $44,087,335 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,835,219 | TotalRevenueColumnAmt |
| Exclusion | $2,835,219 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,906,521 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,827,329 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,079,192 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,079,192 | TotalRevenueColumnAmt |
| Exclusion | $3,079,192 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $50,001,746 | TotalRevenueColumnAmt |
| Exclusion | $5,914,411 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,860,834 | TotalAmt |
| Program Services | $19,860,834 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,356 | TotalAmt |
| Program Services | $21,262 | ProgramServicesAmt |
| Management And General | $2,094 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,510 | TotalAmt |
| Management And General | $40,510 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,813 | TotalAmt |
| Management And General | $45,813 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $548,500 | TotalAmt |
| Program Services | $331,350 | ProgramServicesAmt |
| Management And General | $2,112 | ManagementAndGeneralAmt |
| Fundraising | $215,038 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $391,637 | TotalAmt |
| Management And General | $79,465 | ManagementAndGeneralAmt |
| Fundraising | $312,172 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,979,192 | TotalAmt |
| Program Services | $2,690,463 | ProgramServicesAmt |
| Management And General | $34,357 | ManagementAndGeneralAmt |
| Fundraising | $1,254,372 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,798,023 | TotalAmt |
| Program Services | $1,780,837 | ProgramServicesAmt |
| Fundraising | $17,186 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $646,687 | TotalAmt |
| Program Services | $589,505 | ProgramServicesAmt |
| Fundraising | $57,182 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $774,914 | TotalAmt |
| Program Services | $611,993 | ProgramServicesAmt |
| Management And General | $11,403 | ManagementAndGeneralAmt |
| Fundraising | $151,518 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|---|
| Reimbursed administrative exp | $1,767,556 | $838,067 | $929,489 | |
| Trust distributions | $211,002 | $211,002 | ||
| Other program support | $206,171 | $206,171 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,294,195 | TotalAmt |
| Program Services | $26,303,417 | ProgramServicesAmt |
| Management And General | $1,053,821 | ManagementAndGeneralAmt |
| Fundraising | $2,936,957 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $182,076 | BOYAmt |
| EOY | $1,015,553 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,137,972 | BOYAmt |
| EOY | $13,901,801 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $903,093 | BOYAmt |
| EOY | $931,230 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,796,095 | BOYAmt |
| EOY | $5,558,985 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $180,078,097 | BOYAmt |
| EOY | $216,884,602 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,981,303 | BOYAmt |
| EOY | $81,388,023 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,834,432 | BOYAmt |
| EOY | $12,482,387 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $288,913,068 | BOYAmt |
| EOY | $332,162,581 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,663,631 | BOYAmt |
| EOY | $1,675,534 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,567,398 | BOYAmt |
| EOY | $4,878,451 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,493,127 | BOYAmt |
| EOY | $19,762,783 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,724,156 | BOYAmt |
| EOY | $26,316,768 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,095,091 | BOYAmt |
| EOY | $3,075,182 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,385,011 | BOYAmt |
| EOY | $138,403,167 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,708,810 | BOYAmt |
| EOY | $164,367,464 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $266,188,912 | BOYAmt |
| EOY | $305,845,813 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $288,913,068 | BOYAmt |
| EOY | $332,162,581 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $19,707,551 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $19,949,350 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $43,029,047 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41,151,124 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $43,099,308 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $42,847,308 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44,087,335 | CurrentTaxYearAmt |
| Total | $214,214,122 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $43,029,047 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $41,151,124 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $43,099,308 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $42,847,308 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $44,087,335 | CurrentTaxYearAmt |
| Total | $214,214,122 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $21,891,098 | SubstantialContributorsTotAmt |
| Public Support Total170 | $192,323,024 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,432,091 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,531,993 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,774,699 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,892,540 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,835,219 | CurrentTaxYearAmt |
| Total | $11,466,542 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $225,680,664 | TotalSupportAmt |
| Public Support CY170 | 0.85220 | PublicSupportCY170Pct |
| Public Support PY170 | 0.90860 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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) |
|---|---|---|
| Donor Advised Funds Held | 13 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $47,668 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Vl EOY | $1,710,814 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $219,994,433 | BeginningYearBalanceAmt |
| Contributions | $27,224,503 | ContributionsAmt |
| Investment Earnings Or Losses | $25,642,715 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,039,915 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,497,523 | OtherExpendituresAmt |
| Administrative Expenses | $2,779,892 | AdministrativeExpensesAmt |
| End Year Balance | $261,544,321 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $209,371,737 | BeginningYearBalanceAmt |
| Contributions | $25,691,645 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,881,552 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,641,251 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,096,746 | OtherExpendituresAmt |
| Administrative Expenses | $2,449,400 | AdministrativeExpensesAmt |
| End Year Balance | $219,994,433 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $193,809,911 | BeginningYearBalanceAmt |
| Contributions | $26,247,785 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,903,011 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,338,189 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,353,120 | OtherExpendituresAmt |
| Administrative Expenses | $2,091,639 | AdministrativeExpensesAmt |
| End Year Balance | $209,371,737 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $164,049,722 | BeginningYearBalanceAmt |
| Contributions | $13,288,619 | ContributionsAmt |
| Investment Earnings Or Losses | $24,523,736 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,056,941 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,149,604 | OtherExpendituresAmt |
| Administrative Expenses | $1,845,621 | AdministrativeExpensesAmt |
| End Year Balance | $193,809,911 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $140,686,517 | BeginningYearBalanceAmt |
| Contributions | $17,969,566 | ContributionsAmt |
| Investment Earnings Or Losses | $13,876,555 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,820,477 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,214,655 | OtherExpendituresAmt |
| Administrative Expenses | $1,447,784 | AdministrativeExpensesAmt |
| End Year Balance | $164,049,722 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.21550 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.78450 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
| Total Book Value Securities | $81,388,023 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Amounts held on behalf of others | $185,615 |
| Due to affiliate - SDSURF | $19,577,168 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $19,762,783 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $69,951,096 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $19,949,350 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $19,949,350 | RevenueNotReportedAmt |
| Revenue Subtotal | $50,001,746 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $50,001,746 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $30,294,195 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $30,294,195 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $30,294,195 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 4: Description of organization's collections and how it furthers its purpose. | The Campanile Foundation accepts various historical collections and treasures as donations in-kind on behalf of San Diego State University (SDSU). Once accepted by the Foundation, donations of historical treasures and works of art are transferred to the custody of SDSU pursuant to donor stipulations and/or due to the value of the item in furthering the university's educational mission. |
| Part V, Line 4: Intended uses of the endowment fund. | The Campanile Foundation's Endowment funds are dedicated for the benefit of San Diego State University. Endowments generally support program excellence, student scholarships administered by the university and faculty excellence. The vast majority of the Campanile Foundation's endowments are donor restricted to a specific use at San Diego State University. |
| Part X : FIN48 Footnote | TCF is a qualified nonprofit organization that is exempt from income taxes under 501(c)(3) of the Internal Revenue Code and 23701(d) of the California Revenue and Taxation Code. This exemption is for all income taxes except those assessed on unrelated business taxable income (UBIT), if any. In order to maintain that status, TCF is precluded from making certain expenditures, principally in support of political parties. Management believes that no such expenditures have been made. TCF is not a private foundation.TCF adopted accounting guidance relating to accounting for uncertainty in income taxes, which is primarily codified in the Financial Accounting Standards Board (FASB) Accounting Standards Codification 740. TCF files a Form 990 (Return of Organization Exempt from Income Tax) annually. When these returns are filed, it is highly certain that some positions taken would be sustained upon examination by the taxing authorities, while others are subject to uncertainty about the merits of the tax position taken or the amount of the position that would ultimately be sustained. Examples of tax positions common to TCF include such matters as the tax-exempt status of the entity and various positions relative to potential sources of UBIT. UBIT is reported on Form 990, as appropriate. The benefit of tax position is recognized in the financial statements in the period during which, based on all available evidence, management believes it is more likely than not that the position will be sustained upon examination, including the resolutions of appeals or litigation processes, if any.Tax positions are not offset or aggregated with other positions. Tax positions that meet the more-likely-than-not recognition threshold are measured as the largest amount of tax benefit that is more than 50% likely to be realized on settlement with the applicable taxing authority. The portion of the benefits associated with tax positions taken that exceeds the amount measured as described above is reflected as a liability for unrecognized tax benefits in the accompanying statements of financial position, along with any associated interest and penalties that would be payable to the taxing authorities upon examination. TCF has addressed uncertainty in its income tax position under the guidance, and there are no unrecognized/derecognized tax benefits that require an accrual.Form 990 filed by TCF is subject to examination by the IRS up to three years from the extended due date of each return. Management believes Form 990 has been filed appropriately. Form 990 filed by TCF is no longer subject to examination for the fiscal years ended June 30, 2013 and prior. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| Christ for Humanity Inc | ||||||||
| PO Drawer 580127 | Tulsa | OK | 74128 | 731421083 | 501(c)(3) | $5,981 | $0 | General Support |
| National Conflict Resolutions | ||||||||
| Cnter - 530 B St Ste 1700 | San Diego | CA | 92101 | 330433314 | 501(c)(3) | $50,000 | $0 | General Support |
| San Diego State University | ||||||||
| 5500 Campanile Drive | San Diego | CA | 92182 | 330373293 | 115 | $18,662,317 | $0 | General Support |
| SDSU Research Foundation | ||||||||
| 5250 Campanile Drive | San Diego | CA | 92182 | 956042721 | 501(c)(3) | $1,132,536 | $0 | General Support |
| Shepherds Ministries | ||||||||
| 1805 15th Avenue | Union Grove | WI | 53182 | 390988997 | 501(c)(3) | $10,000 | $0 | General Support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Additional Supplemental Information | In addition to the scholarships and support included above, Campanile Foundation reimbursed the University $1,820,690 for salaries and employee benefits. |
| Grantmaker's Description of How Grants are Used | The Campanile Foundation received funds in support of San Diego State University's mission including the support of all academic and athletic activities. Scholarship funds are forwarded to the University's Office of Financial Aid and Scholarship (OFAS). OFAS administers the university scholarship programs in accordance with the policies of the California State University system, San Diego State University, and applicable Federal law and regulations, along with the restrictions contained in individual donor agreements. The amount of scholarships awarded by the OFAS and funded by the Campanile Foundation was $5,582,557.The Campanile Foundation received funds in support of academic and athletic activities administered by San Diego State University. The amount of funds granted to the university for this purpose during the year reported on this return was $11,259,070. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
| Rebuttable Presumption Proc | false | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Bonus Related OrganizationsBonusRelatedOrganizationsAmt |
|---|---|---|---|---|---|---|
| Amy Harmon | ||||||
| Corp Secretary | $141,403 | $8,459 | $38,868 | $16,422 | $205,152 | |
| Elliot Hirshman | ||||||
| SDSU Pres-Dirtr | $373,742 | $12,000 | $67,421 | $23,496 | $476,659 | |
| Joe Belch | ||||||
| Director | $193,947 | $318 | $43,440 | $19,757 | $257,462 | |
| Leslie Levinson | ||||||
| CFO end 4/2017 | $180,991 | $150 | $28,564 | $22,067 | $231,772 | |
| Mary Ruth Carleton | ||||||
| President & CEO | $254,597 | $9,762 | $73,586 | $21,131 | $384,364 | $25,288 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part III, Additional Information | FormAndLineReferenceDesc |
| Explanation | The President and CEO of The Campanile Foundation is an employee of San Diego State University. As a State employee, her compensation is negotiated by the State. | ExplanationTxt |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 5 | ContributionCnt |
| Noncash Contributions Rpt F990 | $78,415 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Appraisal | MethodOfDeterminingRevenuesTxt |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $1,325,783 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Comp Sales | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 123 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,315,426 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Avg Hi/Low | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Archival Matrl | 10 | $349,164 | Comp Sales |
| Yes (X) | Equip/Construct | 34 | $435,972 | Comp Sales |
| Yes (X) | Program Matrl | 137 | $72,843 | Comp Sales |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 27 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Line 7a: How Members or Shareholders Elect Governing Body | The president of San Diego State University and the Vice President for University Relations and Development are designated board members with full voting rights. The president of the university must approve nominees to the board of directors in writing prior to the Board of Directors final approval and appointment. |
| Form 990, Part VI, Line 7b: Describe Decisions of Governing Body Approval by Members or Shareholders | In accordance with the California Code of Regulations Section 42402, the university president is required to assure that the Foundation acts in conformance with policies of the California State University system and those of San Diego State University. In this regard, the President can discontinue any program or expenditure that he or she determines inconsistent with the aforementioned policies. |
| Form 990, Part VI, Line 11b: Form 990 Review Process | A draft copy of the form 990 was provided to the Foundation's Audit Committee for review and approval prior to filing. As part of the review process, the Foundation's CFO explained any changes to the form 990 and answered all committee members' questions. Subsequent to this review, the final draft was provided to the full Board of Directors for their review and any questions were answered by the Foundation's CFO. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | The Campanile Foundation annually provides each board member with a written copy of the Foundation's Conflict of Interest Policy. Upon receipt, Foundation directors are asked to review the policy and disclose any potential conflicts in writing. The Foundation's secretary then reviews conflict of interest statements and reports any conflict to the University Vice President for Business and Financial Affairs, and works with the Board of Directors to ensure no action is taken by the Board in a manner inconsistent with existing policy. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | The Campanile Foundation's 990 tax return is available on the website: http://newscenter.sdsu.edu/tcf/financial_information.aspx. In addition, as a matter of policy, the Foundation provides paper or electronic copies of all documents including the 990 upon request. |
| Form 990, Part IX, Line 24a - Reimbursed Salaries and Benefits | The Campanile Foundation does not currently have any employees. However, The Campanile Foundation, through a contractual relationship with its related organizations, San Diego State University and San Diego State University Research Foundation, reimburses certain administrative costs incurred on behalf of the Campanile Foundation. |
| Form 990, Part VIII, Line 1b - Membership Dues | The Campanile Foundation administers the funds held for the San Diego State University Alumni Association. As part of this, the Campanile Foundation is the recipient of membership and contributions revenue on behalf of the Alumni Association. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| San Diego State University | ||||||||||
| 5500 Campanile Drive | San Diego | CA | 92182 | 330373293 | Public University | CA | 115 | NA | false | |
| SDSU Research Foundation | ||||||||||
| 5250 Campanile Drive | San Diego | CA | 92182 | 956042721 | Support the University | CA | 501(c)(3) | NA | false | 5 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Charitable Remainder Trusts-19 | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 Campanile Drive MC1968 | AddressLine1Txt |
| City | San Diego | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 921821968 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | Charitable Trusts | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | Trusts | EntityTypeTxt |
| Controlled Organization | false | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| San Diego State University | ||
| b | $16,841,627 | Amount paid |
| San Diego State University | ||
| p | $1,820,690 | Amount paid |
Comments