2017-05-09T16:31:19-05:00 2016-06-30 Grant Thornton LLP 515 S Flower Street 7th Floor Los Angeles CA 90071 990 2015-07-01 956042721 SAN DIEGO STATE UNIVERSITY FOUNDATION % LESLIE LEVINSON SAND 6195941900 5250 Campanile Drive San Diego CA 921821947 LESLIE LEVINSON CFO 6195941900 2017-05-09 true ROSEMARIE BROWN P01278077 2136271717 2017-05-08 2015 2021-01-29 14:40:06Z SDSU RESEARCH FOUNDATION LESLIE LEVINSON 5250 Campanile Drive San Diego CA 921821947 202468986 false X http://www.foundation.sdsu.edu X 1943 CA PROVIDE SUPPORT TO PROGRAMS THAT ARE INTEGRAL TO THE RESEARCH, EDUCATIONAL AND COMMUNITY SERVICE OBJECTIVES OF SDSU. 18 7 3608 145 291124 -141505 71203102 68659654 89361093 106362664 2239211 914066 -1542983 -1486730 161260423 174449654 11808434 10552301 0 0 89678102 91710553 385041 838168 5196788 60436678 68478426 162308255 171579448 -1047832 2870206 151070526 146539881 65292744 58979663 85777782 87560218 PROVIDE SUPPORT TO PROGRAMS THAT ARE INTEGRAL TO THE RESEARCH, EDUCATIONAL AND COMMUNITY SERVICE OBJECTIVES OF SDSU. false false 93267577 10552301 67140636 SDSU Research Foundation ("SDSURF") administers funds for the sponsored research efforts of SDSU faculty who are resesarching issues important to our region, the nation, and the world. 26271800 34246290 SDSURF administers funds that support the work of projects that focus on campus and community improvement. 25339510 4684368 SDSURF administers funds for SDSU's public broadcasting arm, KPBS. 144878887 true true false true false false false false false true true false false false true true 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 1131 0 true 3608 true true true true GG false false false true true true 7 false false true false X 18 7 false false false false false true true true true false false true true true true true true true false false CA X LESLIE LEVINSON 6195941900 5250 CAMPANILE DRIVE San Diego CA 921829147 Elliot Hirshman President 5.0 45.0 X X 50000 379439 89964 Stephen Welter Vice President 5.0 45.0 X X 20755 250312 87254 Tom McCarron Treasurer 5.0 45.0 X X 0 262241 79563 Karen D Emmorey Secretary / Research - Faculty 15.0 35.0 X X 95145 134338 64240 Kim E Barrett Director 1.0 0.0 X 0 0 0 William Brack Director 1.0 0.0 X 0 0 0 Paula S Brock Director 1.0 0.0 X 0 0 0 Vickie Capps Director 1.0 0.0 X 0 0 0 Craig Hauser Director 1.0 0.0 X 0 0 0 Samuel Kassegne Director / Researcher-Faculty 15.0 35.0 X 17129 95657 46010 Blaire Ward Director / Pres Assoc Students 1.0 37.5 X 0 0 0 Mary Ann Lyman-Hager Director / Researcher-Faculty 15.0 35.0 X 59691 127696 48301 Ming-Hsiang Tsou Director / Researcher-Faculty 15.0 35.0 X 6996 90643 43832 Guadalupe Ayala Director / Assoc. Dean SDSU 1.0 39.0 X 40801 140297 51146 Randolph Philipp Director / Researcher-Faculty 15.0 35.0 X 13294 134705 52355 Walter ATurner Jr Director 1.0 0.0 X 0 0 0 Robert Zeller Director / Researcher-Faculty 15.0 35.0 X 824 118502 54717 Chukuka S Enwemeka Director / Provost SDSU 5.0 45.0 X 5441 350844 75402 Bob E Wolfson Exec. Director THRU 12/2015 30.0 20.0 X 0 193668 64470 Melinda S Coil CFO THRU 9/2015 50.0 0.0 X 291663 0 52876 LESLIE LEVINSON INTERIM CFO AS OF 4/16 30.0 20.0 X 0 0 0 Thomas Karlo KPBS - Assoc. General Manager 50.0 0.0 X 0 235528 132851 Joe B Shapiro Dean - SDSU 50.0 0.0 X 0 170268 64430 Michele Goetz Executive Director 30.0 20.0 X 179654 0 34311 William Hushen Associate Executive Director 50.0 0.0 X 164315 0 45067 ROBERT BLIZINSKI ASSOCIATE EXECUTIVE DIRECTOR 50.0 0.0 X 155416 0 31279 NORMA CLARK ASSOCIATE EXECUTIVE DIRECTOR 50.0 0.0 X 152725 0 31518 Stephen Fisher Coach 0.5 50.0 X 798668 303083 83638 Roderick Long Coach 0.5 50.0 X 670000 224795 71164 James Sterk Athletic Director 0.5 50.0 X 159792 254910 81445 Annette Flemming KPBS Account Executive 50.0 0.0 X 161441 0 16117 SHARON GOREVITZ KPBS ACCOUNT EXECUTIVE 50.0 0.0 X 187267 0 18960 3231017 3466926 1420910 59 false true false College Contact GmbH HAMMER STREET 39 MUENSTER 0 GM 48153 Student Recruitment 505496 Ellucian Support Inc 4375 Fair Lakes Court FAIRFAX VI 22033 Software/Consulting 303793 IEC Online-International MARIENSTRABE 19/20 BERLIN 0 GM 10117 Student Recruitment 251750 Carl Bloom Associates Inc 81 Main Street WHITE PLAINS NY 10601 Mail Services 292401 Grant Thornton LLP PO Box 51552 LOS ANGELES CA 90071 Audit 237362 15 63610 77000 39796071 28722973 2082251 68659654 CONTRACTS GOVERNMENT 541900 37154799 37154799 FEES & TUITION 611600 26187081 26187081 CONTRACTS NON-GOVERNMENT 541900 27985837 27985837 CAMPUS & COMMUNITY 515100 13348817 13056902 291915 EQUIP. 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Schedule A, Part II, Section B, Line 10: The amount reported for each year is gross income from fundraising events. Schedule A, Part IV, Section A, Line 6: 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. Schedule A, Part IV, Section D, Line 3: The President of the supported organization is also the President of SDSU Research Foundation. Furthermore, the Board of Directors of SDSU Research Foundation includes senior management of the supported organization, some of whom also serve on the organization's investment committee. Schedule A, Part IV, Section E, Line 1c: 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 San Diego State University. SDSU Research Foundation engages in activities on behalf of San Diego State University, and, if not for the involvement of SDSU Research Foundation, San Diego State University would normally be engaged in similar activities. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true 162000 false false 162000 false Description of Lobbying Activities Schedule C, Part II-B: SDSU REsearch Foundation paid $162,000 to the firm Carpi & Clay, Inc. during the fiscal year. The firm represents SDSU Research Foundation's interest in Washington D.C., primarily in activities that involve the competition for federal research funds. 17785070 190259 -850766 -1286669 18411232 21926080 114008 -298534 3956484 17785070 19439968 476737 2404465 395090 21926080 18170482 681138 1339124 750776 19439968 18820376 252010 -505068 396836 18170482 0.44328 0.07830 0.47841 false true true 475302 16784766 17260068 525852 66886569 35336996 32075425 25747093 20212105 5534988 54870481 0 DUE TO SDSU AUXILIARIES 6691075 OTHER LIABILITIES 3178101 AMOUNTS HELD FOR OTHERS 558829 10428005 X 180255998 -1087770 1166950 7413294 7492474 172763524 1686130 1686130 174449654 178473562 1166950 7413294 8580244 169893318 1686130 1686130 171579448 Intended Uses of Endowment Funds Schedule D, Part V, Line 4: 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. FIN 48 (ASC 740) Footnote Schedule D, Part X, Line 2: SDSU Research Foundation is an organization exempt from taxation under Section 501(c)(3) of the Internal Revenue Code and Section 23701d of the California Revenue and Taxation Code. Accordingly, SDSU Research Foundation has only nominal amounts that are subject to income taxes. Therefore, no provision for income taxes has been included in the accompanying financial statements. Reconciliation of Revenue per Financial Statements with Return Schedule D, Part XI, Line 2d: Rental Expenses Netted on Tax Return $7,413,294 Schedule D, Part XI, Line 4b: Equipment Acquisitions - Sponsored Programs $1,686,130 Reconciliation of Expenses per Financial Statements with Return Schedule D, Part XII, Line 2d: Rental Expenses Netted on Tax Return $7,413,294 Schedule D, Part XII, Line 4b: Equipment Acquisitions - Sponsored Programs $1,686,130 true Europe (Including Iceland and Greenland) Grantmaking 219881 Russia and the Newly Independent States 1 20 Program Services Education 1462071 North America Grantmaking 85176 East Asia and the Pacific Grantmaking 47781 South Asia Grantmaking 5927 South America Grantmaking 2520 Middle East and North Africa Grantmaking 1921 Sub-Saharan Africa Grantmaking 915 Russia and the Newly Independent States Grantmaking 305 Central America and the Caribbean Grantmaking 305 Russia and the Newly Independent States Maintaining offices 342854 1 20 1 20 2169656 2169656 Europe (Including Iceland and Greenland) subcontract 200148 check Russia and the Newly Independent States Education 92208 check North America subcontract 82935 check East Asia and the Pacific service 40255 check Europe (Including Iceland and Greenland) Travel 5741 wire Russia and the Newly Independent States Educational 1369863 wire Russia and the Newly Independent States Construction 342854 Wire 0 10 Travel Assistance Europe (Including Iceland and Greenland) 9 10184 check Travel Assistance Europe (Including Iceland and Greenland) 2 1699 wire Travel Assistance East Asia and the Pacific 1 1500 wire travel assistance East Asia and the Pacific 2 1920 check fellowship South America 18 2520 check fellowship South Asia 14 2135 check fellowship East Asia and the Pacific 12 1830 check travel assistance North America 2 1591 check fellowship Europe (Including Iceland and Greenland) 9 1260 check travel assistance Middle East and North Africa 1 1006 check fellowship Middle East and North Africa 6 915 check fellowship Sub-Saharan Africa 6 915 check fellowship North America 5 650 check fellowship Russia and the Newly Independent States 2 305 check fellowship Central America and the Caribbean 2 305 check false false false false false false Procedures for Monitoring Use of Grants Outside the United States Schedule F, Part I, Line 2: Foreign and domestic expenditures on grants and contracts are closely monitored by SDSU Research Foundation staff to comply with sponsor requirements. Federal grants represent a substantial majority of grant and contract expenditures and accordingly, are subject to audit by the Department of Health and Human Services, the cognizant government audit agency for SDSU Research Foundation. X X X X X X X true Charitable Auto Resources 4669 Murphy Canyon Road Suite 200 San Diego CA 92123 Car Donate true 1644093 381788 1262305 Donor Development Strategies 899 Logan St Suite 300 Denver CO 80203 Soliciting false 252994 399189 0 Aria Communications Inc 717 W St Germain St St Cloud MN 56301 Telefund false 82810 40536 42274 Harris Marketing Group 21250 Califa St 114 Woodland Hills CA 91367 Telefund false 70505 46968 23537 2050402 868481 1328116 CA MD KPBS Gala 190845 67000 123845 52080 137416 GI Film Fest 24022 10000 14022 10470 140567 0 214867 77000 137867 62550 277983 340533 -202666 true San Diego State University 5500 Campanile Drive San Diego CA 92182 330373293 Government 3722276 support university 1 Fellowships 2000 5116962 Books & Supplies 1200 833325 Travel Assistance 600 394783 Other Student Costs 100 27549 Procedures for Monitoring Use of Grants in the United States Schedule I, Part I, Line 2: 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. X true false false false false false false false false Elliot Hirshman President 50000 366887 0 0 0 12552 0 64810 0 25154 50000 469403 0 0 Stephen Welter Vice President 20755 249916 0 0 0 396 0 62441 0 24813 20755 337566 0 0 Tom McCarron Treasurer 0 251845 0 0 0 10396 0 62370 0 17193 0 341804 0 0 Karen D Emmorey Secretary / Research - Faculty 95145 134338 0 0 0 0 0 32679 9515 22046 104660 189063 0 0 Samuel Kassegne Director / Researcher-Faculty 17129 95657 0 0 0 0 0 24071 0 21939 17129 141667 0 0 Mary Ann Lyman-Hager Director / Researcher-Faculty 59691 127696 0 0 0 0 0 31641 0 16660 59691 175997 0 0 Guadalupe Ayala Director / Assoc. Dean SDSU 40801 140297 0 0 0 0 0 34664 0 16482 40801 191443 0 0 Randolph Philipp Director / Researcher-Faculty 13294 134705 0 0 30309 22046 13294 187060 0 0 Robert Zeller Director / Researcher-Faculty 824 118496 0 0 0 6 0 30015 0 24702 824 173219 0 0 Chukuka S Enwemeka Director / Provost SDSU 5441 266795 0 26104 0 57945 0 72996 0 2406 5441 426246 0 0 Bob E Wolfson Exec. Director THRU 12/2015 0 193668 0 0 0 0 0 47877 0 16593 0 258138 0 0 Melinda S Coil CFO THRU 9/2015 165521 0 0 0 126142 0 29302 0 23574 0 344539 0 0 0 Thomas Karlo KPBS - Assoc. General Manager 0 235132 0 0 0 396 0 58129 0 74722 0 368379 0 0 Joe B Shapiro Dean - SDSU 0 169506 0 0 0 762 0 42042 0 22388 0 234698 0 0 Michele Goetz Executive Director 179654 0 0 0 0 0 18087 0 16224 0 213965 0 0 0 William Hushen Associate Executive Director 164315 0 0 0 0 0 17116 0 27951 0 209382 0 0 0 Stephen Fisher Coach 798668 286846 0 0 0 16237 0 66867 0 16771 798668 386721 0 0 Roderick Long Coach 670000 219933 0 0 0 4862 0 54393 0 16771 670000 295959 0 0 James Sterk Athletic Director 159792 238512 0 0 0 16398 0 59057 0 22388 159792 336355 0 0 Annette Flemming KPBS Account Executive 161441 0 0 0 0 0 16117 0 0 0 177558 0 0 0 SHARON GOREVITZ KPBS ACCOUNT EXECUTIVE 187267 0 0 0 0 0 18960 0 0 206227 0 0 0 ROBERT BLIZINSKI ASSOCIATE EXECUTIVE DIRECTOR 155416 0 0 0 0 0 15035 0 16244 0 186695 0 0 0 NORMA CLARK ASSOCIATE EXECUTIVE DIRECTOR 152725 0 0 0 0 0 15274 0 16244 0 184243 0 0 0 schedule j, part i, line 4a: Melinda Coil, the Chief Financial Officer, received a severance payment of $126,142 during the fiscal year, June 30, 2016. A Trustees of the California State University 946001347 13077CUP7 2010-04-06 160852254 Refund 1999 Bonds false false true B Trustees of the California State University 912155587 13077CYL2 2012-08-22 436220000 Refund 2002 Bonds false false true A 0 0 5285000 0 0 0 43198 0 0 0 5241802 0 true false true true B 0 0 10400000 0 0 0 71953 0 0 0 10328047 0 true false true true A false false false false 0 false false false true B false false false false 0 false false false true A false false false true false false 0 false 0 false true B false false false true false false 0 false 0 false true A true B true Form 990, Schedule K, Part IV, Line 2(c) Rebate Calculations: A. The rebate computation for the 1999 bond was last performed on November 10, 2009. b. The rebate computation for the 2002 bond was last performed on March 26, 2013. X 1641 1644093 selling price X 35 398798 selling price X auction items 39 39360 estimated FMV 7 false true true Hire or Use of Third Parties Schedule M, Part I, Line 32b: KPBS conducts a vehicle donation program with the assistance of Charitable Auto Resources, Inc. Please also refer to Schedule G. Power to Elect or Appoint Members of the Governing Body Form 990, Part VI, Section A, Line 7a: 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 SDSURF directors are appointed ex officio by virtue of their positions in the University, and all elected Directors are nominated by the President. Governance Decisions Reserved (or Subject to Approval) Form 990, Part VI, Section A, Line 7b: Under Title 5 of the California Code of Regs. Section 42402, the University President is required to assure that SDSURF operates in conformity with policies of the California State University and of San Diego State University. The President may discontinue any program or expenditure that he or she determines is inconsistent with these policies. Form 990 Review Process Form 990, Part VI, Section B, Line 11: 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. Monitoring and Enforcement of Conflict of Interest Policy Form 990, Part VI, Section B, Line 12c: SDSU Research Foundation requires each interested party to disclose annually interests that could give rise to conflicts. 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 action 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 interested party. Process for Establishing Compensation of Exec. Director & Key Employees Form 990, Part VI, Section B, Line 15: Pursuant to Title 5 of the California Code of Regs. Section 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 CFO are also subject to approval by the Board of Directors. Documents Made Available to the Public Form 990, Part VI, Section C, Line 19: SDSU Research Foundation provides paper or electronic copies of its governing documents, conflict of interest policy, audited financial statements, and A-133 compliance reports to the public on request. The articles of incorporation, bylaws, conflict of interest policy, research reports, audited financial statements, and A-133 compliance reports are also available on the organization's website. SAN DIEGO STATE UNIVERSITY 5500 CAMPANILE DRIVE SAN DIEGO CA 92182 330373293 HIGHER EDU CA GOVERNMENT NA false THE CAMPANILE FOUNDATION 5500 CAMPANILE DRIVE SAN DIEGO CA 92182 330868418 PHILANTHROPY CA 501(c)(3) 05 NA false AZTEC SHOPS LTD 5500 CAMPANILE DRIVE SAN DIEGO CA 921820001 950516240 BOOKSTORE CA 501(c)(3) 11-III FI NA false ASSOCIATED STUDENTS OF SDSU 5500 CAMPANILE DRIVE SAN DIEGO CA 921827804 956042622 ACTIVITIES CA 501(c)(3) 05 NA false Charitable Remainder Trusts (1) Trust CA SDSU RF true false true true true true false true true false true true true true true true true true true false San Diego State University B 5655504 Actual San Diego State University O 5053957 Actual San Diego State University P 3722276 Actual San Diego State University Q 4128426 Actual Transactions with Related Organizations Schedule R, Part V, Line 1: Some of the endowments of SDSU Research Foundation ("SDSURF") are invested in the endowment pool of The Campanile Foundation (another SDSU auxiliary organization). (1b) - In accordance with its exempt function, SDSURF regularly transfers monies to SDSU. (1c) & (1e) - The Campanile Foundation advanced funds to SDSURF. (1d), (1g) & (1r) - SDSURF transferred assets and loaned funds to Aztec Shops. SDSURF also transferred assets to The Campanile Foundation. (1h) - SDSURF sold real property to Aztec Shops, Ltd. (1j) - SDSURF leases facilities to Aztec Shops and SDSU. (1k) - SDSURF leases facilities from SDSU. (1l) - SDSURF performs services for The Campanile Foundation, Aztec Shops, Ltd., and Associated Students of SDSU. (1m) - SDSU and Aztec Shops, Ltd. perform services for SDSURF. (1n) & (1o) - All five organizations share facilities and employees. (1p) & (1q) - All five organizations reimburse each other for expenses.