2016-05-10T12:36:59-05:00 2015-06-30 Grant Thornton LLP 515 S Flower Street 7th Floor Los Angeles CA 90071 990 2014-07-01 956042721 San Diego State University Foundation % MICHELE GOETZ SAND 6195941900 5250 Campanile Drive San Diego CA 921821947 Michele Goetz Acting Executive Director 6195945771 2016-05-09 true Rosemarie Brown P01278077 2136271717 2014 2016-08-17 19:52:53Z SDSU Research Foundation Michele Goetz 5250 Campanile Drive San Diego CA 921821947 185340527 false X http://www.foundation.sdsu.edu X 1943 CA Provide support to the research, educational and community service programs of SDSU. 18 6 3716 300 232345 -90806 72221614 71203102 85992961 89361093 2743 2239211 -530451 -1542983 157686867 161260423 11720967 11808434 0 0 88676502 89678102 411856 385041 5505172 54220658 60436678 155029983 162308255 2656884 -1047832 155367832 151070526 67586635 65292744 87781197 85777782 Provide support to programs that are integral to the research, educational and community service objectives of SDSU. false false 84886320 11808434 54554573 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. 29056324 29947063 SDSURF administers funds that support the work of projects that focus on campus and community improvement. 23830361 4630893 SDSURF administers funds for SDSU's public broadcasting arm, KPBS. 137773005 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 1006 0 true 3716 true true true true GG false false false true true true 2 false false true false X 18 6 false false false false false true true true true false false true true true true true true true false false CA X MICHELE GOETZ 6195941900 5250 CAMPANILE DRIVE San Diego CA 921829147 Elliot Hirshman President 5.0 45.0 X X 50000 358426 82121 Stephen Welter Vice President 5.0 45.0 X X 20427 216191 71859 Tom McCarron Treasurer 5.0 45.0 X X 0 239464 69606 Karen D Emmorey Secretary / Research - Faculty 15.0 35.0 X X 89874 122711 60095 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 5515 90679 39995 Jonathan Cole Director / Pres Assoc Students 1.0 37.5 X 0 0 0 Mary Ann Lyman-Hager Director / Researcher-Faculty 15.0 35.0 X 59716 120243 50010 Ming-Hsiang TSOU Director / Researcher-Faculty 15.0 35.0 X 18558 90643 42594 Marilyn Newhoff Director / Dean SDSU 1.0 39.0 X 0 203538 54203 Randolph Philipp Director / Researcher-Faculty 15.0 35.0 X 15412 125173 50635 Walter A Turner Jr Director 1.0 0.0 X 0 0 0 Robert Zeller Director / Researcher-Faculty 15.0 35.0 X 9098 93973 45253 Chukuka S Enwemeka Director / Provost SDSU 5.0 45.0 X 0 146764 36833 Bob E Wolfson Executive Director 50.0 0.0 X 0 183987 58852 Melinda S Coil CFO 50.0 0.0 X 157465 0 39428 Thomas Karlo KPBS - Assoc. General Manager 50.0 0.0 X 0 216657 66280 Joe B Shapiro Dean - SDSU 50.0 0.0 X 0 160426 58971 Michele Goetz Associate Executive Director 50.0 0.0 X 157575 0 32098 William Hushen Associate Executive Director 50.0 0.0 X 159867 0 44575 Stephen Fisher Coach 0.5 50.0 X 749000 267573 74904 Roderick Long Coach 0.5 50.0 X 640000 213807 64074 James Sterk Athletic Director 0.5 50.0 X 150000 242747 73779 Mark Sussman Researcher - Faculty 15.0 35.0 X 155075 192955 64402 Robert Toledo Coach 0.5 50.0 X 119005 213130 41252 2556587 3499087 1221819 42 false true false College Contact GmbH HAMMER STR 39 MUENSTER 0 GM 48153 Student Recruitment 404429 Workforce Software LLC 23332 Mill Creek Drive Suite 110 LAGUNA HILLS CA 92653 Consulting/Software 397754 IEC Online-International MARIENSTRABE 19/20 BERLIN 0 GM 10117 Student Recruitment 286266 Carl Bloom Associates Inc 81 Main Street WHITE PLAINS NY 10601 Mail Services 242487 McGladrey LLP 1455 Frazee Rd 600 SAN DIEGO CA 92108 Accounting 233650 19 57549 53000 41581086 29511467 1397465 71203102 CONTRACTS GOVERNMENT 541900 36494579 36494579 FEES & TUITION 611600 27068180 27068180 CONTRACTS NON-GOVERNMENT 541900 18059995 18059995 CAMPUS & COMMUNITY 515100 7516624 7287980 228644 EQUIP. ACQUISITIONS - SPONSORED PROGRAMS 900099 221715 221715 89361093 907363 907363 0 297973 297973 6040113 7861422 -1821309 0 -1821309 -1821309 10323149 6995974 10321660 5665615 1489 1330359 1331848 1331848 207950 53000 231407 -23457 -23457 0 0 PASSTHROUGH ENTITIES 211110 3810 80 3701 29 3810 161260423 89132529 232345 692447 4106039 4106039 7029531 7029531 672864 672864 0 974582 190628 749954 34000 0 66934672 56005884 9277127 1651661 5066712 4198020 742769 125923 11683411 9680280 1712763 290368 5018725 4158260 735734 124731 0 483997 58080 425917 233650 233650 170275 170275 385041 385041 0 6712799 5207723 663325 841751 0 2538271 1739308 342911 456052 0 0 6301653 5073010 1228643 3790857 3326453 405284 59120 0 4886602 4228275 476047 182280 0 0 4252691 4252691 510970 335466 120509 54995 SUBCONTRACTS 10088221 10081018 7203 SUPPLIES & EQUIPMENT 4923155 4395033 513133 14989 BROADCASTING EXPENSE 3821069 3818286 2783 DUES & FEES 3131978 2072106 229091 830781 8590490 7144050 992960 453480 162308255 137773005 19030078 5505172 4219844 7567882 13652979 15734076 19626830 19198283 4878565 5585016 0 0 0 0 6901991 8371991 0 0 2348731 2682760 103690364 51656918 60324235 52033446 43414657 39897072 0 0 0 0 0 0 0 0 155367832 151070526 12682860 14888239 0 0 3852988 8529373 15886537 15316627 0 0 0 0 19118584 15990000 0 0 16045666 10568505 67586635 65292744 X 59494812 63938001 22976432 18386404 5309953 3453377 87781197 85777782 155367832 151070526 -1047832 -955583 X X false true X true true true X X 1 SAN DIEGO STATE UNIVERSITY 330373293 6 true 4106039 0 1 4106039 0 86721016 81922586 74353144 72221614 71203102 386421462 0 0 86721016 81922586 74353144 72221614 71203102 386421462 0 386421462 1822125 2200830 1805881 466396 907363 7202595 0 284049 129201 249078 808087 297973 1768388 395392445 0.97731 0.97640 X true false false false false true false false false false false false false false false true true true X Schedule A, Part II: The organization is not an organization described in IRC Sections 170(b)(1)(A)(iv) or 170(B)(1)(A)(vi), but is completing Schedule A, Part II to elect the special rule relating to contribution reporting on Form 990 Schedule B. 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 true 8275 true 162000 false false 170275 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. Additionally, $8,275 was paid to the association of Public Television Action, Inc. 21926080 114008 -298534 3956484 17785070 19439968 476737 2404465 395090 21926080 18170482 681138 1339124 750776 19439968 18820376 252010 -505068 396836 18170482 16178017 414893 2589907 362441 18820376 0.36924 0.08995 0.54080 false true true 475302 16784766 17260068 525852 62244026 33085324 29684554 0 0 0 0 23660418 18571594 5088824 52033446 0 DUE TO SDSU AUXILIARIES 7560854 OTHER LIABILITIES 2388560 AMOUNTS HELD FOR OTHERS 619091 10568505 X 168809494 -955583 1050870 7861422 7956709 160852785 407638 407638 161260423 165538217 1050870 7861422 8912292 156625925 5682330 5682330 162308255 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 Unviersity. 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 $7,861,422 Schedule D, Part XI, Line 4b: Equipment Acquisitions - Sponsored Programs $221,715 Net Effect of Transfer to Property to Aztec Shops $185,923 Total $407,638 Reconciliation of Expenses per Financial Statements with Return Schedule D, Part XII, Line 2d: Rental Expenses Netted on Tax Return $7,861,422 Schedule D, Part XII, Line 4b: Assets Transferred to the Campanile Foundation $5,460,614 Equipment Acquisitions - Sponsored Programs $221,715 Rounding $1 Total $5,682,330 true Russia and the Newly Independent States 1 20 Program Services Education 362448 Russia and the Newly Independent States 1 10 Program Services Facilities Construct 78104 East Asia and the Pacific 5 Program Services Training 67980 Russia and the Newly Independent States Grantmaking 15560 East Asia and the Pacific Grantmaking 7468 Europe (Including Iceland and Greenland) Grantmaking 90910 North America Grantmaking 15817 Middle East and North Africa Grantmaking 28170 South Asia Grantmaking 6407 2 35 2 35 672864 672864 Russia and the Newly Independent States Education 340815 Wire Russia and the Newly Independent States Education 21633 Check Russia and the Newly Independent States Construction 78104 Wire East Asia and the Pacific 67980 Check Europe (Including Iceland and Greenland) Subcontract 81205 Check Middle East and North Africa Subcontract 27303 Wire 0 6 Travel Assistance Russia and the Newly Independent States 6 10573 Wire Travel Assistance Russia and the Newly Independent States 6 4987 Check Travel Assistance East Asia and the Pacific 10 7468 Check Books & Educational Supplies Europe (Including Iceland and Greenland) 2 773 Wire Training Europe (Including Iceland and Greenland) 2 500 Wire Travel Assistance Europe (Including Iceland and Greenland) 4 2932 Wire Travel Assistance Europe (Including Iceland and Greenland) 6 5500 Check Travel Assistance North America 10 2981 Wire Travel Assistance North America 15 4095 Check Training North America 20 6815 Check Training Middle East and North Africa 3 867 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 1217774 302393 915381 Aria Communications Inc 717 W St Germain St St Cloud MN 56301 Telefund. false 82183 45664 36519 Harris Marketing Group 21250 Califa St 114 Woodland Hills CA 91367 Telefund. false 73745 36984 36761 1373702 385041 988661 CA KPBS Gala 260950 53000 207950 65382 166025 0 260950 53000 207950 65382 166025 231407 -23457 ADDRESS OF PROFESSIONAL FUNDRAISER SCHEDULE G, PART I, LINE 2: CHARITABLE AUTO RESOURCES 4669 MURPHY CANYON ROAD, SUITE 200 SAN DIEGO, CA 92123 ARIA COMMUNICATIONS, INC. 717 W. ST. GERMAIN ST. ST. CLOUD, MN 56301 HARRIS MARKETING GROUP 21250 CALIFA ST. #114 WOODLAND HILLS, CA 91367 true San Diego State University 5500 Campanile Drive San Diego CA 92182 330373293 Government 4106039 Support University 1 0 Fellowships 1300 5705937 Books & Supplies 600 911417 Travel Assistance 500 374267 Other Student Costs 100 37910 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 false false false false false false false false false Elliot Hirshman President 50000 345874 0 0 0 12552 0 56846 0 25275 50000 440547 0 0 Stephen Welter Vice President 20427 216191 0 0 0 0 0 48991 0 22868 20427 288050 0 0 Tom McCarron Treasurer 0 230004 0 0 0 9460 0 51717 0 17889 0 309070 0 0 Karen D Emmorey Secretary / Research - Faculty 89874 122711 0 0 0 0 8987 28144 0 22964 98861 173819 0 0 Mary Ann Lyman-Hager Director / Researcher-Faculty 59716 120243 0 0 0 0 5972 27293 0 16745 65688 164281 0 0 Ming-Hsiang TSOU Director / Researcher-Faculty 18558 90643 0 0 0 0 1856 20452 0 20286 20414 131381 0 0 Marilyn Newhoff Director / Dean SDSU 0 202680 0 0 0 858 0 45573 0 8630 0 257741 0 0 Randolph Philipp Director / Researcher-Faculty 15412 125173 0 0 0 0 1541 26130 0 22964 16953 174267 0 0 Chukuka S Enwemeka Director / Provost SDSU 0 114626 0 0 0 32138 0 26984 0 9849 0 183597 0 0 Bob E Wolfson Executive Director 0 183987 0 0 0 0 0 41563 0 17289 0 242839 0 0 Melinda S Coil CFO 157465 0 0 0 0 0 15854 0 23574 0 196893 0 0 0 Thomas Karlo KPBS - Assoc. General Manager 0 216657 0 0 0 0 0 48991 0 17289 0 282937 0 0 Joe B Shapiro Dean - SDSU 0 160426 0 0 0 0 0 36461 0 22510 0 219397 0 0 Michele Goetz Associate Executive Director 157575 0 0 0 0 0 15854 0 16244 0 189673 0 0 0 William Hushen Associate Executive Director 159867 0 0 0 0 0 16624 0 27951 0 204442 0 0 0 Stephen Fisher Coach 749000 258168 0 0 0 9405 0 58049 0 16855 749000 342477 0 0 Roderick Long Coach 640000 210500 0 0 0 3307 0 47219 0 16855 640000 277881 0 0 James Sterk Athletic Director 150000 228012 0 0 0 14735 0 51269 0 22510 150000 316526 0 0 Mark Sussman Researcher - Faculty 155075 192955 0 0 0 0 15507 26137 0 22758 170582 241850 0 0 Robert Toledo Coach 119005 205508 0 0 0 7622 0 24397 0 16855 119005 254382 0 0 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 0.00000 0.00000 0.00000 false false false true B false false false false 0.00000 0.00000 0.00000 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 Schedule K, Part IV, Line 2c: The rebate computation for the 1999 bond was last performed on November 10, 2009. The rebate computation for the 2002 bond was last performed on March 26, 2013. X 1201 1217775 Selling Price X 26 143124 Selling Price X Auction Items 34 36566 Estimated FMV 3 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 originally 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 (2) Charitable Giving CA SDSU RF Trust true false true true true true false true true false true true true true true true true true true false 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.