THE UNIVERSITY CORPORATION SAN FRANCISCO STATE: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE UNIVERSITY CORPORATION SAN FRANCISCO STATE (EIN 94-1384645)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-16
- IRS object ID
- 201631379349308013
- Schema version
- 2014v6.0
- 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 G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-16T15:03:50-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 941254756 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOOD & STRONG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 FIRST STREET 14TH FLOOR | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941384645 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY CORPORATION SAN FRANCISCO STATE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 4153386880 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 HOLLOWAY AVENUE ADM 361 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94132 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JASON PORTH | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4153386880 | PhoneNum |
| Signature | 2016-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAGA E KISRIEV | PreparerPersonNm |
| PTIN | P01008919 | PTIN |
| Phone | 4157810793 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JASON PORTH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 HOLLOWAY AVENUE ADM 361 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94132 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $26,104,300 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://UCORP.SFSU.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1946 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | UNIVERSITY CORPORATION SERVES AS AN AUXILIARY ORGANIZATION OF SAN FRANCISCO STATE UNIVERSITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 210 | TotalEmployeeCnt |
| Total Volunteers | 6 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,703,887 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,290,291 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,833,570 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,841,219 | CYProgramServiceRevenueAmt |
| PY Investment Income | $413,273 | PYInvestmentIncomeAmt |
| CY Investment Income | $654,717 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,022,559 | PYOtherRevenueAmt |
| CY Other Revenue | $952,506 | CYOtherRevenueAmt |
| PY Total Revenue | $10,973,289 | PYTotalRevenueAmt |
| CY Total Revenue | $14,738,733 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,161,011 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,701,426 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,371,006 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,715,063 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,795,941 | PYOtherExpensesAmt |
| CY Other Expenses | $8,878,581 | CYOtherExpensesAmt |
| PY Total Expenses | $9,327,958 | PYTotalExpensesAmt |
| CY Total Expenses | $14,295,070 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,645,331 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $443,663 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $26,520,588 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,905,393 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,375,646 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,161,892 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $25,144,942 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $25,743,501 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE PURPOSE OF THE UNIVERSITY CORPORATION IS TO PROMOTE, ASSIST, AND ENHANCE THE EDUCATIONAL MISSION OF SAN FRANCISCO STATE UNIVERSITY THROUGH EDUCATIONAL PROJECTS, UNIVERSITY RESEARCH AND DEVELOPMENT PROJECTS, AND COMMUNITY OUTREACH. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $464,115 | ExpenseAmt |
| Revenue | $153,406 | RevenueAmt |
| Desc | RICHARD AND RHODA GOLDMAN CHAIR IN ISRAEL STUDIES ENDOWMENT SPENDING ACCOUNT - TO SUPPORT THE HOLDER OF THE GOLDMAN ENDOWMENT CHAIR IN ISRAEL STUDIES WITH SALARY, BENEFITS, ETC.UCORP FUNDED SALARY FOR ERAN KAPLAN, HOLDER OF THE RICHARD & RHODA GOLDMAN CHAIR IS ISRAEL STUDIES. WHEN HE WAS HIRED, THE SFSU WEBSITE STATED, "AT SF STATE, KAPLAN WILL EXPAND THE DEPARTMENT'S EXISTING EXPERTISE IN JEWISH LITERATURE, PRE-MODERN JEWISH HISTORY AND AMERICAN JEWISH HISTORY, WHILE ALSO CONTRIBUTING TO SCHOLARLY CONVERSATIONS ACROSS THE UNIVERSITY IN SUCH DEPARTMENTS AS POLITICAL SCIENCE, HISTORY, INTERNATIONAL RELATIONS AND MIDDLE EAST AND ISLAMIC STUDIES." THE EXPENDITURES IN 2014-2015 CONTRIBUTED TOWARD DR. KAPLAN'S SALARY FROM FALL 2011 SPRING 2015. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $425,794 | ExpenseAmt |
| Revenue | $45,106 | RevenueAmt |
| Desc | MORRISON INSTRUCTIONAL FUND - 50% OF PAUL YARBROUGH AND 50% OF FREDERICK LIFSITZ SALARY AND BENEFITS AS WELL AS MASTER CLASSES' SALARIES OR HONORARIA IN SUPPORT OF MORRISON TRUSTEE'S YEARLY AGREEMENT. MORRISON CONCERT SERIES OFFERS CONCERTS AND MASTER CLASSES TO THE CAMPUS COMMUNITY AND THE PUBLIC FREE OF CHARGE. UCORP FUNDED TWO PART-TIME FACULTY IN THE MUSIC DEPARTMENT AT SFSU WITH FUNDS RECEIVED FROM THE MORRISON TRUST. "BRINGING BAY AREA AUDIENCES THE WORLD'S FINEST CHAMBER MUSIC SINCE 1952, THE MORRISON ARTISTS' SERIES WAS CREATED AS PART OF THE MORRISON CHAMBER MUSIC CENTER. THE CENTER EXISTS IN TWO PARTS: THE ARTISTS' SERIES OR CONCERT PROGRAM AND THE INSTRUCTIONAL PROGRAM. THE MORRISON ARTISTS' SERIES CONCERT PROGRAM, UNDER THE COMMAND OF ARTISTIC DIRECTOR RICHARD FESTINGER, PRESENTS SIX FREE SUNDAY AFTERNOON PERFORMANCES EACH YEAR BY ACCLAIMED CHAMBER MUSIC ENSEMBLES IN THE 700-SEAT MCKENNA THEATRE ON THE SAN FRANCISCO STATE UNIVERSITY CAMPUS. THE INSTRUCTIONAL PROGRAM OF THE MORRISON CHAMBER MUSIC CENTER FEATURES THE ALEXANDER STRING QUARTET, SFSU'S QUARTET-IN-RESIDENCE, COACHING CHAMBER MUSICIANS FROM THE UNIVERSITY'S SCHOOL OF MUSIC AND DANCE. IN COOPERATION WITH SAN FRANCISCO PERFORMANCES, THE ALEXANDER STRING QUARTET PROVIDES EDUCATIONAL OUTREACH TO ASPIRING YOUNG MUSICIANS IN LOCAL SCHOOLS AND COMMUNITY GROUPS." | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $420,641 | ExpenseAmt |
| Desc | ROMBERG TIBURON CENTER BUILDING FUND - TO RENOVATE EXISTING AND BUILD NEW FACILITIES AT THE ROMBERG TIBURON CENTER TO SUPPORT RESEARCH AND EDUCATIONAL PROGRAMS AT RTC. THIS WOULD INCLUDE CONSTRUCTION, REMODEL, REFURBISHMENT, UPGRADES TO EXISTING OR NEW BUILDINGS; NEW FACILITY INFRASTRUCTURE (SEAWATER SYSTEMS, ELECTRIC, GAS, WATER, COMMUNICATIONS, ETC.); USE OF CONSULTANTS, ENGINEERS, CONTRACTORS; PERMIT FEES; SUPPLIES/SERVICES; TRAVEL; EQUIPMENT RENTAL AND ANY OTHER OPERATING COSTS DEEMED NECESSARY TO COMPLETE THESE TYPES OF PROJECTS. UCORP FUNDED THE INSTALLATION OF SOLAR PANELS AT THE ROMBERG TIBURON CENTER. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $10,051,015 | ExpenseAmt |
| Grant | $1,701,426 | GrantAmt |
| Revenue | $6,511,414 | RevenueAmt |
| Desc | ALL OTHER PROGRAM SERVICE ACCOMPLISHMENTS - IN KEEPING WITH THE MISSION OF THE UNIVERSITY CORPORATION, EXPENSES INCURRED IN THE OSHER LIFE-LONG LEARNING INSTITUTE IS AN ACTIVE COMMUNITY OF PEERS AGE 50 AND UP ENGAGED IN LEARNING THROUGH THREE- AND SIX-WEEK CLASSES, INTEREST GROUPS AND EVENTS AT THE SF STATE DOWNTOWN AND MAIN CAMPUSES. IN COLLABORATION WITH THE SUBSTANCE ABUSE AND MENTAL HEALTH SERVICES ADMINISTRATION, CREATED THE BOOKLET, "HELPING FAMILIES TO SUPPORT THEIR LESBIAN, GAY, BISEXUAL AND TRANSGENDER (LGBT) CHILDREN." MOST RECENTLY, THE STORY OF MORMON FAMILY COMING TO TERMS WITH THEIR SON'S HOMOSEXUALITY. DISSERTATION SCHOLARS HELP PAY 4 GRADUATE STUDENTS PER YEAR TO INCREASE DIVERSITY. THE GUARDIAN SCHOLARSHIP PROGRAM PROVIDES FOR TUITION AND YEAR-ROUND LIVING EXPENSES FOR THOSE WHO AGE OUT OF THE FOSTER CARE. SNFC NEEDS A LOCAL BANK DUE TO ITS REMOTE LOCATION. THE RET PROJECT SUPPORTS THE UNIVERSITY AND ITS ECONOMIC ENDEAVORS WITH ITS DIRECT SERVICES TO HUNDREDS OF PEOPLE WITH DISABILITIES THROUGHOUT NORTHERN CALIFORNIA, INCLUDING SF STATE FACULTY, STAFF AND STUDENTS. OVER THE PAST 5 YEARS, THE RET PROJECT HAS PROVIDED SERVICES TO APPROXIMATELY 165 SFSU FACULTY AND STAFF THROUGH THE UNIVERSITY'S WORKERS COMPENSATION PROGRAM; 90 SFSU FACULTY AND STAFF REQUIRING DISABILITY-RELATED ACCOMMODATIONS; AND 1550 STUDENTS AND OTHER ADULTS SERVED THROUGH THE DEPARTMENT OF REHABILITATION AND OTHER ENTITIES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $10,051,015 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $1,701,426 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $6,511,414 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $11,361,565 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 129 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 210 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TAMMIE RIDGELL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4153381706 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 HOLLOWAY AVE ADM 361 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94132 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| JO VOLKERT | |||||||
| VICE CHAIR | 0.60 | 39.40 | Yes (X) | Yes (X) | $0 | $182,577 | $58,520 |
| CHARLOTTE FERRETTI | |||||||
| CHAIR OF BOD | 0.50 | 39.50 | Yes (X) | Yes (X) | $0 | $152,925 | $50,612 |
| ALISON SANDERS | |||||||
| SECRETARY | 0.60 | 39.40 | Yes (X) | Yes (X) | $0 | $108,751 | $33,047 |
| PHILIP KING | |||||||
| BOARD MEMBER | 0.60 | 39.40 | Yes (X) | $0 | $92,868 | $40,060 | |
| MICHAEL POTEPAN | |||||||
| BOARD MEMBER | 0.60 | 39.40 | Yes (X) | $0 | $81,743 | $39,798 | |
| JASON PORTH | |||||||
| EXECUTIVE DIRECTOR | 23.40 | 16.60 | Yes (X) | Yes (X) | $0 | $118,744 | $38,105 |
| ALVIN ALVAREZ | |||||||
| BOARD MEMBER | 0.40 | 39.60 | Yes (X) | $0 | $132,623 | $52,789 | |
| NEIL S COHEN | |||||||
| BOARD MEMBER | 0.70 | 0.00 | Yes (X) | $0 | $10,193 | $0 | |
| TREVOR GETZ | |||||||
| BOARD MEMBER | 0.40 | 39.60 | Yes (X) | $0 | $110,666 | $44,406 | |
| RONALD CORTEZ | |||||||
| BOARD MEMBER | 0.20 | 39.80 | Yes (X) | $0 | $225,129 | $71,731 | |
| ITZEL CENTENO | |||||||
| STUDENT REPRESENTATIVE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SAMUEL BOIKANER | |||||||
| STUDENT REPRESENTATIVE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SARAH PISHNY | |||||||
| STUDENT REPRESENTATIVE | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JULIE TAYLOR | |||||||
| COMMUNITY MEMBER | 0.50 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ALEXANDRA KHARMATS | |||||||
| COMMUNITY MEMBER | 0.40 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KAL SALAMA | |||||||
| COMMUNITY MEMBER | 0.60 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,216,219 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $429,068 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $6,072 | FederatedCampaignsAmt |
| Fundraising | $116,584 | FundraisingAmt |
| Related Organizations | $2,227,314 | RelatedOrganizationsAmt |
| All Other Contributions | $4,940,321 | AllOtherContributionsAmt |
| Noncash Contributions | $27,863 | NoncashContributionsAmt |
| Total Contributions | $7,290,291 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PROJECT REVENUE | 611710 | $2,163,062 | $2,163,062 |
| FACILITIES RENTAL | 611710 | $2,079,712 | $2,079,712 |
| COMMISSION EARNED | 611710 | $1,075,414 | $1,075,414 |
| REGISTRATION FEES | 611710 | $301,050 | $301,050 |
| OPERATING REVENUE | 611710 | $137,336 | $137,336 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $84,645 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $84,645 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,841,219 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $676,381 | TotalRevenueColumnAmt |
| Exclusion | $676,381 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $159,715 | TotalRevenueColumnAmt |
| Exclusion | $159,715 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,334,094 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,355,758 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$21,664 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$21,664 | TotalRevenueColumnAmt |
| Exclusion | -$21,664 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $58,349 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $116,584 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $134,265 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$75,916 | TotalRevenueColumnAmt |
| Exclusion | -$75,916 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,744,251 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $875,544 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $868,707 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $868,707 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,738,733 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,709,926 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $738,516 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,701,426 | TotalAmt |
| Program Services | $1,701,426 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,135,874 | TotalAmt |
| Program Services | $3,135,874 | ProgramServicesAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,945 | TotalAmt |
| Program Services | $24,495 | ProgramServicesAmt |
| Management And General | $3,450 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $551,244 | TotalAmt |
| Program Services | $483,181 | ProgramServicesAmt |
| Management And General | $68,063 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,815 | TotalAmt |
| Program Services | $2,065 | ProgramServicesAmt |
| Management And General | $19,750 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,000 | TotalAmt |
| Management And General | $77,000 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,802 | TotalAmt |
| Management And General | $120,802 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $330,420 | TotalAmt |
| Program Services | $289,885 | ProgramServicesAmt |
| Management And General | $40,535 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,856 | TotalAmt |
| Program Services | $22,036 | ProgramServicesAmt |
| Management And General | $820 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $555,660 | TotalAmt |
| Program Services | $555,660 | ProgramServicesAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,590 | TotalAmt |
| Program Services | $16,590 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $733,263 | TotalAmt |
| Program Services | $651,754 | ProgramServicesAmt |
| Management And General | $81,509 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,875 | TotalAmt |
| Program Services | $167,064 | ProgramServicesAmt |
| Management And General | $3,811 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,768 | TotalAmt |
| Program Services | $11,768 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100 | TotalAmt |
| Program Services | $100 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $996,417 | TotalAmt |
| Program Services | $637,523 | ProgramServicesAmt |
| Management And General | $358,894 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,641 | TotalAmt |
| Program Services | $191,641 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,653 | TotalAmt |
| Program Services | $2,370 | ProgramServicesAmt |
| Management And General | $31,283 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| ADMIN FEES | $3,584,791 | $2,113,236 | $1,471,555 |
| HOSPITALITY | $535,090 | $534,327 | $763 |
| SPECIAL EVENTS | $406,627 | $406,627 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,069,213 | TotalAmt |
| Program Services | $413,943 | ProgramServicesAmt |
| Management And General | $655,270 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,295,070 | TotalAmt |
| Program Services | $11,361,565 | ProgramServicesAmt |
| Management And General | $2,933,505 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,760 | BOYAmt |
| EOY | $317,361 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,112,429 | BOYAmt |
| EOY | $3,093,764 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $674,761 | BOYAmt |
| EOY | $764,417 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $652,964 | BOYAmt |
| EOY | $803,600 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,818 | BOYAmt |
| EOY | $29,905 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21 | BOYAmt |
| EOY | $25,003 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,891,481 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,623,851 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,098,383 | BOYAmt |
| EOY | $1,267,630 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,133,742 | BOYAmt |
| EOY | $17,820,301 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,697,710 | BOYAmt |
| EOY | $4,783,412 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,520,588 | BOYAmt |
| EOY | $28,905,393 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,135,716 | BOYAmt |
| EOY | $2,994,572 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $239,930 | BOYAmt |
| EOY | $167,320 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,375,646 | BOYAmt |
| EOY | $3,161,892 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,625,369 | BOYAmt |
| EOY | $10,574,519 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,925,228 | BOYAmt |
| EOY | $14,568,251 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $594,345 | BOYAmt |
| EOY | $600,731 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,144,942 | BOYAmt |
| EOY | $25,743,501 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,520,588 | BOYAmt |
| EOY | $28,905,393 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $443,663 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $154,896 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,927,619 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,535,509 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,675,145 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,703,887 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,290,291 | CurrentTaxYearAmt |
| Total | $39,132,451 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,927,619 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,535,509 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,675,145 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,703,887 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,290,291 | CurrentTaxYearAmt |
| Total | $39,132,451 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $39,132,451 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $227,381 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $283,725 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $261,954 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $600,479 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $836,096 | CurrentTaxYearAmt |
| Total | $2,209,635 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $283,340 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $200,843 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $22,293 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $58,349 | CurrentTaxYearAmt |
| Total | $564,825 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $41,906,911 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $18,637,511 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.93380 | PublicSupportCY170Pct |
| Public Support PY170 | 0.93660 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | GROSS INCOME FROM FUNDRAISING EVENTS - 2011 AMOUNT: $ 283,340. 2012 AMOUNT: $ 200,843. 2013 AMOUNT: $ 22,293. 2014 AMOUNT: $ 58,349. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $594,345 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $18,252 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $11,866 | AdministrativeExpensesAmt |
| End Year Balance | $600,731 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $544,272 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $63,830 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $13,757 | AdministrativeExpensesAmt |
| End Year Balance | $594,345 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $544,272 | BeginningYearBalanceAmt |
| End Year Balance | $544,272 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $540,381 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,891 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $544,272 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $509,411 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $36,184 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $5,214 | AdministrativeExpensesAmt |
| End Year Balance | $540,381 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,812,249 | OtherCostOrOtherBasisAmt |
| Depreciation | $864,583 | DepreciationAmt |
| Book Value | $947,666 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,079,232 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,759,268 | DepreciationAmt |
| Book Value | $319,964 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,267,630 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTMENT IN LAIF | $4,701,681 | F |
| ALTERNATIVE INVESTMENTS | $81,731 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $4,783,412 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $15,469,173 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $154,896 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$300,000 | OtherRevenueAmt |
| Revenue Not Reported | -$145,104 | RevenueNotReportedAmt |
| Revenue Subtotal | $15,614,277 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$875,544 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$875,544 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $14,738,733 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $14,870,614 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $875,544 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $875,544 | ExpensesNotReportedAmt |
| Expenses Subtotal | $13,995,070 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $300,000 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $300,000 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $14,295,070 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION PREPARED ITS AUDITED FINANCIAL STATEMENTS IN ACCORDANCE WITH ACCOUNTING PRINCIPLES AS PRESCRIBED BY THE GOVERNMENTAL ACCOUNTING STANDARDS BOARD (GASB). THE FOOTNOTE ON INCOME TAXES DOES NOT REPORT LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER ASC 740. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | GRANTS MOVED TO EXPENSE -300,000. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOODS SOLD MOVED TO REVENUE -875,544. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD MOVED TO REVENUE 875,544. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | GRANTS MOVED TO EXPENSE 300,000. |
| PART X, LINE 2 | PART X, LINE 2 THE ORGANIZATION PREPARED ITS AUDITED FINANCIAL STATEMENTS IN ACCORDANCE WITH ACCOUNTING PRINCIPLES AS PRESCRIBED BY THE GOVERNMENTAL ACCOUNTING STANDARDS BOARD (GASB). THE FOOTNOTE ON INCOME TAXES DOES NOT REPORT LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER ASC 740. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | HOSPITALITY MGMT FUNDRAISER | Event1Nm |
| Gross Receipts Event1 | $73,640 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $43,650 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $29,990 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $24,702 | RentFacilityCostsEvent1Amt |
| Entertainment Event1 | $3,877 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $22,859 | OtherDirectExpensesEvent1Amt |
| Event2 | ALUMNI ASSN FUNDRAISER | Event2Nm |
| Gross Receipts Event2 | $59,875 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $38,175 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $21,700 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $23,218 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $34,584 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $750 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $6,788 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $41,418 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $34,759 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $6,659 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $2,659 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $7,796 | FoodAndBeverageOtherEventsAmt |
| Oth Direct Expnss Other Events | $7,032 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $174,933 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $116,584 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $58,349 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $50,579 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $42,380 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $4,627 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $36,679 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $134,265 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$75,916 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN FRANCISCO STATE UNIVERSITY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 HOLLOWAY AVENUE | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94132 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 931137247 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $1,701,426 | CashGrantAmt |
| Purpose Of Grant | EDUCATIONAL SUPPORT | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JO VOLKERT | ||||||||||||||
| VICE CHAIR | $0 | $182,577 | $0 | $0 | $0 | $0 | $0 | $41,472 | $0 | $17,048 | $0 | $241,097 | $0 | $0 |
| CHARLOTTE FERRETTI | ||||||||||||||
| CHAIR OF BOD | $0 | $152,925 | $0 | $0 | $0 | $0 | $0 | $34,696 | $0 | $15,916 | $0 | $203,537 | $0 | $0 |
| JASON PORTH | ||||||||||||||
| EXECUTIVE DIRECTOR | $0 | $118,744 | $0 | $0 | $0 | $0 | $0 | $27,969 | $0 | $10,136 | $0 | $156,849 | $0 | $0 |
| ALVIN ALVAREZ | ||||||||||||||
| BOARD MEMBER | $0 | $132,623 | $0 | $0 | $0 | $0 | $0 | $31,649 | $0 | $21,140 | $0 | $185,412 | $0 | $0 |
| TREVOR GETZ | ||||||||||||||
| BOARD MEMBER | $0 | $110,666 | $0 | $0 | $0 | $0 | $0 | $23,377 | $0 | $21,029 | $0 | $155,072 | $0 | $0 |
| RONALD CORTEZ | ||||||||||||||
| BOARD MEMBER | $0 | $220,329 | $0 | $0 | $0 | $4,800 | $0 | $50,591 | $0 | $21,140 | $0 | $296,860 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3: | FormAndLineReferenceDesc |
| Explanation | COMPENSATION SURVEY AND STUDY, FORM 990 OF OTHER ORGANIZATIONS, AND BOARD OR COMMITTEE APPROVAL ARE USED BY SAN FRANCISCO STATE UNIVERSITY, A RELATED ORGANIZATION, TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $27,863 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER REFLECTS THE NUMBER OF CONTRIBUTIONS RECEIVED AND NOT THE NUMBER OF ITEMS CONTRIBUTED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | THE PRESIDENT AND VICE PRESIDENT OF SAN FRANCISCO UNIVERSITY EACH HAVE AUTHORITY TO EITHER SERVE ON THE BOARD OF DIRECTORS OR APPOINT A DESIGNEE TO DO SO ON THEIR BEHALF. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE NOMINEE COMMITTEE SELECTS STUDENT NOMINEES FOR SCHOLARSHIPS. THE PRESIDENT OF THE UNIVERSITY APPROVES THE NOMINEES BEFORE THEY CAN GO TO THE BOARD FOR APPROVAL. THE PRESIDENT OF THE UNIVERSITY ALSO HAS TO APPROVE THE BUDGET OF THE AUXILIARY AFTER THE BOARD APPROVES IT BEFORE IT BECOMES FINAL. THE PRESIDENT HAS APPOINTED A VOTING DESIGNEE. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE TAXPAYER'S ACCOUNTING FIRM FORWARDED THE FORM 990 TO THE CFO/TREASURER/CONTROLLER. THE CFO/TREASURER/CONTROLLER FORWARDED THE FORM 990 TO THE BOARD MEMBERS FOR THEIR REVIEW PRIOR TO FILING THE FORM 990. BOARD MEMBERS WERE ENCOURAGED TO REVIEW THE FORM 990 AND TO FORWARD THEIR QUESTIONS TO THE CFO/TREASURER/CONTROLLER. EITHER THE CFO/TREASURER/CONTROLLER OR THE ACCOUNTING FIRM ADDRESSED THE QUESTIONS FROM THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS ARE REQUIRED TO REVIEW AND COMPLETE AN ANNUAL CONFLICT OF INTEREST STATEMENT NOTING THEIR UNDERSTANDING OF THE POLICY AND THEIR WILLINGNESS TO ABIDE BY IT. THE POLICY INCLUDES FINANCIAL INTERESTS OF $250 IN THE AGGREGATE, OR REAL PROPERTY IN WHICH THE BOARD MEMBER HAS AN INTEREST OF $1,000 OR MORE, OR AN INVESTMENT INTEREST OF $1,000 OR MORE. THE POLICY IS APPLICABLE TO ALL BOARD MEMBERS AND KEY EMPLOYEES. THOSE BECOMING AWARE OF A POTENTIAL CONFLICT MUST DISCLOSE IT, ABSTAIN FROM VOTING, REVIEW IT WITH THE CHAIR AND BOARD AND ALLOW THE BOARD TO DETERMINE THE BEST COURSE OF ACTION. |
| FORM 990, PART VI, SECTION B, LINE 15 | UNIVERSITY CORPORATION EMPLOYEES' SALARIES ARE DETERMINED BY SAN FRANCISCO STATE UNIVERSITY IN COMPLIANCE WITH STATE PRACTICE AND RIGOROUS REVIEW, AS THE EMPLOYEES ARE EMPLOYEES OF THE STATE WHOSE TIME IS REIMBURSED. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE FOR THE SAME PERIOD OF TIME SET FORTH IN SEC. 6104(D) VIA OUR WEBSITE OR BY REQUESTING AN APPOINTMENT DURING NORMAL BUSINESS HOURS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SAN FRANCISCO STATE UNIVERSITY | |||||||||||
| 1600 HOLLOWAY AVE | SAN FRANCISCO | CA | 94132 | 931137247 | EDUCATIONAL | CA | 501(C)(3) | LINE 2 | N/A | 0 | |
| SAN FRANCISCO STATE UNIVERSITY FOUNDATION | |||||||||||
| 1600 HOLLOWAY AVE ADM 151 | SAN FRANCISCO | CA | 94132 | 261169717 | SUPPORT SAN FRANCISCO STATE UNIVERSITY | CA | 501(C)(3) | LINE 5 | 0 | SAN FRANCISCO STATE UNIVERSITY | |
| FRANCISCAN SHOPS | |||||||||||
| 1600 HOLLOWAY AVE | SAN FRANCISCO | CA | 94132 | 941279802 | SUPPORT SAN FRANCISCO STATE UNIVERSITY | CA | 501(C)(3) | LINE 11C, III-FI | Yes (1) | SAN FRANCISCO STATE UNIVERSITY | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Comments