2016-05-16T15:03:50-05:00 2015-06-30 941254756 HOOD & STRONG LLP 100 FIRST STREET 14TH FLOOR SAN FRANCISCO CA 94105 990 2014-07-01 941384645 UNIVERSITY CORPORATION SAN FRANCISCO STATE UNIV 4153386880 1600 HOLLOWAY AVENUE ADM 361 SAN FRANCISCO CA 94132 JASON PORTH EXECUTIVE DIRECTOR 4153386880 2016-05-16 1 MAGA E KISRIEV P01008919 4157810793 2014 2016-08-17 19:52:53Z JASON PORTH 1600 HOLLOWAY AVENUE ADM 361 SAN FRANCISCO CA 94132 26104300 0 X HTTP://UCORP.SFSU.EDU X 1946 CA UNIVERSITY CORPORATION SERVES AS AN AUXILIARY ORGANIZATION OF SAN FRANCISCO STATE UNIVERSITY. 16 6 210 6 0 0 5703887 7290291 3833570 5841219 413273 654717 1022559 952506 10973289 14738733 1161011 1701426 0 0 2371006 3715063 0 0 0 5795941 8878581 9327958 14295070 1645331 443663 26520588 28905393 1375646 3161892 25144942 25743501 X 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. 0 0 464115 153406 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. 425794 45106 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." 420641 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. 10051015 1701426 6511414 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. 10051015 1701426 6511414 11361565 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 129 0 1 210 1 0 0 0 0 0 1 1 0 0 0 0 X 16 6 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X X TAMMIE RIDGELL 4153381706 1600 HOLLOWAY AVE ADM 361 SAN FRANCISCO CA 94132 JO VOLKERT VICE CHAIR 0.60 39.40 X X 0 182577 58520 CHARLOTTE FERRETTI CHAIR OF BOD 0.50 39.50 X X 0 152925 50612 ALISON SANDERS SECRETARY 0.60 39.40 X X 0 108751 33047 PHILIP KING BOARD MEMBER 0.60 39.40 X 0 92868 40060 MICHAEL POTEPAN BOARD MEMBER 0.60 39.40 X 0 81743 39798 JASON PORTH EXECUTIVE DIRECTOR 23.40 16.60 X X 0 118744 38105 ALVIN ALVAREZ BOARD MEMBER 0.40 39.60 X 0 132623 52789 NEIL S COHEN BOARD MEMBER 0.70 0.00 X 0 10193 0 TREVOR GETZ BOARD MEMBER 0.40 39.60 X 0 110666 44406 RONALD CORTEZ BOARD MEMBER 0.20 39.80 X 0 225129 71731 ITZEL CENTENO STUDENT REPRESENTATIVE 0.50 0.00 X 0 0 0 SAMUEL BOIKANER STUDENT REPRESENTATIVE 0.50 0.00 X 0 0 0 SARAH PISHNY STUDENT REPRESENTATIVE 0.50 0.00 X 0 0 0 JULIE TAYLOR COMMUNITY MEMBER 0.50 0.00 X 0 0 0 ALEXANDRA KHARMATS COMMUNITY MEMBER 0.40 0.00 X 0 0 0 KAL SALAMA COMMUNITY MEMBER 0.60 0.00 X 0 0 0 0 1216219 429068 0 0 1 0 0 6072 116584 2227314 4940321 27863 7290291 PROJECT REVENUE 611710 2163062 2163062 FACILITIES RENTAL 611710 2079712 2079712 COMMISSION EARNED 611710 1075414 1075414 REGISTRATION FEES 611710 301050 301050 OPERATING REVENUE 611710 137336 137336 84645 84645 5841219 676381 676381 159715 159715 10334094 10355758 -21664 -21664 -21664 58349 116584 134265 -75916 -75916 1744251 875544 868707 868707 14738733 6709926 0 738516 1701426 1701426 3135874 3135874 27945 24495 3450 551244 483181 68063 21815 2065 19750 77000 77000 120802 120802 330420 289885 40535 22856 22036 820 555660 555660 16590 16590 733263 651754 81509 170875 167064 3811 11768 11768 100 100 996417 637523 358894 191641 191641 33653 2370 31283 ADMIN FEES 3584791 2113236 1471555 HOSPITALITY 535090 534327 763 SPECIAL EVENTS 406627 406627 1069213 413943 655270 14295070 11361565 2933505 0 119760 317361 1112429 3093764 674761 764417 652964 803600 30818 29905 21 25003 3891481 2623851 1098383 1267630 17133742 17820301 5697710 4783412 26520588 28905393 1135716 2994572 239930 167320 1375646 3161892 X 10625369 10574519 13925228 14568251 594345 600731 25144942 25743501 26520588 28905393 443663 154896 0 X 0 1 X 1 0 X 7927619 8535509 9675145 5703887 7290291 39132451 7927619 8535509 9675145 5703887 7290291 39132451 39132451 227381 283725 261954 600479 836096 2209635 283340 200843 22293 58349 564825 41906911 18637511 0.93380 0.93660 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: GROSS INCOME FROM FUNDRAISING EVENTS - 2011 AMOUNT: $ 283,340. 2012 AMOUNT: $ 200,843. 2013 AMOUNT: $ 22,293. 2014 AMOUNT: $ 58,349. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 594345 18252 11866 600731 544272 63830 13757 594345 544272 544272 540381 3891 544272 509411 36184 5214 540381 1.00000 0 0 1812249 864583 947666 2079232 1759268 319964 1267630 INVESTMENT IN LAIF 4701681 F ALTERNATIVE INVESTMENTS 81731 F 4783412 X 15469173 154896 -300000 -145104 15614277 -875544 -875544 14738733 14870614 875544 875544 13995070 300000 300000 14295070 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. HOSPITALITY MGMT FUNDRAISER 73640 43650 29990 24702 3877 22859 ALUMNI ASSN FUNDRAISER 59875 38175 21700 23218 34584 750 6788 2 41418 34759 6659 2659 7796 7032 174933 116584 58349 50579 42380 4627 36679 134265 -75916 0 SAN FRANCISCO STATE UNIVERSITY 1600 HOLLOWAY AVENUE SAN FRANCISCO CA 94132 931137247 501(C)(3) 1701426 EDUCATIONAL SUPPORT 1 0 0 0 0 0 0 0 0 0 0 JO VOLKERT VICE CHAIR 0 182577 0 0 0 0 0 41472 0 17048 0 241097 0 0 CHARLOTTE FERRETTI CHAIR OF BOD 0 152925 0 0 0 0 0 34696 0 15916 0 203537 0 0 JASON PORTH EXECUTIVE DIRECTOR 0 118744 0 0 0 0 0 27969 0 10136 0 156849 0 0 ALVIN ALVAREZ BOARD MEMBER 0 132623 0 0 0 0 0 31649 0 21140 0 185412 0 0 TREVOR GETZ BOARD MEMBER 0 110666 0 0 0 0 0 23377 0 21029 0 155072 0 0 RONALD CORTEZ BOARD MEMBER 0 220329 0 0 0 4800 0 50591 0 21140 0 296860 0 0 PART I, LINE 3: 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. X 7 27863 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE NUMBER REFLECTS THE NUMBER OF CONTRIBUTIONS RECEIVED AND NOT THE NUMBER OF ITEMS CONTRIBUTED. 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. 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 SAN FRANCISCO STATE UNIVERSITY 0 FRANCISCAN SHOPS 1600 HOLLOWAY AVE SAN FRANCISCO CA 94132 941279802 SUPPORT SAN FRANCISCO STATE UNIVERSITY CA 501(C)(3) LINE 11C, III-FI SAN FRANCISCO STATE UNIVERSITY 1 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 1