SAN DIEGO STATE UNIVERSITY FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SAN DIEGO STATE UNIVERSITY FOUNDATION (EIN 95-6042721)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-14
- IRS object ID
- 201511349349302991
- Schema version
- 2013v4.0
- 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 C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-14T13:02:32-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 515 S FLOWER STREET 41ST FLOOR | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90071 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956042721 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN DIEGO STATE UNIVERSITY FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | DBA SDSU RESEARCH FOUNDATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SAND | BusinessNameControlTxt |
| Phone | 6195945771 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5250 CAMPANILE DRIVE | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 921821947 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BOB E WOLFSON | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 6195945771 | PhoneNum |
| Signature | 2015-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER M PEKULA | PreparerPersonNm |
| PTIN | P00734965 | PTIN |
| Phone | 2133304800 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BOB E WOLFSON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5250 CAMPANILE DRIVE | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 921821947 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $211,910,854 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://WWW.FOUNDATION.SDSU.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1943 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE SUPPORT TO THE RESEARCH, EDUCATIONAL AND COMMUNITY SERVICE PROGRAMS OF SDSU. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 3910 | TotalEmployeeCnt |
| Total Volunteers | 350 | TotalVolunteersCnt |
| Total Gross UBI | $205,139 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$123,595 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $74,353,144 | PYContributionsGrantsAmt |
| CY Contributions Grants | $72,221,614 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $90,034,253 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $85,992,961 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,848,203 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,743 | CYInvestmentIncomeAmt |
| PY Other Revenue | $66,616 | PYOtherRevenueAmt |
| CY Other Revenue | -$530,451 | CYOtherRevenueAmt |
| PY Total Revenue | $166,302,216 | PYTotalRevenueAmt |
| CY Total Revenue | $157,686,867 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $13,934,418 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $11,720,967 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $90,796,361 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $88,676,502 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $267,526 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $411,856 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,915,882 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $57,709,570 | PYOtherExpensesAmt |
| CY Other Expenses | $54,220,658 | CYOtherExpensesAmt |
| PY Total Expenses | $162,707,875 | PYTotalExpensesAmt |
| CY Total Expenses | $155,029,983 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,594,341 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,656,884 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $177,940,725 | TotalAssetsBOYAmt |
| Total Assets EOY | $155,367,832 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $97,791,019 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $67,586,635 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $80,149,706 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $87,781,197 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROVIDE SUPPORT TO PROGRAMS THAT ARE INTEGRAL TO THE RESEARCH, EDUCATIONAL AND COMMUNITY SERVICE OBJECTIVES OF SDSU. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $85,628,475 | ExpenseAmt |
| Grant | $11,720,967 | GrantAmt |
| Revenue | $51,564,879 | RevenueAmt |
| Desc | SDSU RESEARCH FOUNDATION ("SDSURF") ADMINISTERS FUNDS FOR THE SPONSORED RESEARCH EFFORTS OF SDSU FACULTY WHO ARE RESEARCHING ISSUES IMPORTANT TO OUR REGION, THE NATION, AND THE WORLD. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $23,176,411 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $29,884,546 | RevenueAmt |
| Desc | SDSURF ADMINISTERS FUNDS THAT SUPPORT THE WORK OF PROJECTS THAT FOCUS ON CAMPUS AND COMMUNITY IMPROVEMENT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $21,006,182 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $4,345,259 | RevenueAmt |
| Desc | SDSURF ADMINISTERS FUNDS FOR SDSU'S PUBLIC BROADCASTING ARM, KPBS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $129,811,068 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | 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 | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 908 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 3910 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| 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 | Yes (1) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 1 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | Yes (1) | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | 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 | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELINDA S COIL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6195945771 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5250 CAMPANILE DRIVE | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 921821947 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (31 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| ELIZABETH A KLONOFF | |||||||||
| RESEARCH-FACULTY | 15.00 | 35.00 | Yes (X) | $65,405 | $142,985 | $42,933 | |||
| KAREN D EMMOREY | |||||||||
| SEC-RESEARCH-FACULTY | 15.00 | 35.00 | Yes (X) | $75,236 | $106,404 | $43,392 | Yes (X) | ||
| MARILYN NEWHOFF | |||||||||
| DIRECTOR-DEAN | 1.00 | 39.00 | Yes (X) | $0 | $192,041 | $48,401 | |||
| MARY ANN LYMAN-HAGER | |||||||||
| RESEARCH-FACULTY | 15.00 | 35.00 | Yes (X) | $56,082 | $125,237 | $47,303 | |||
| ROBERTA GOTTLIEB | |||||||||
| RESEARCH-FACULTY | 15.00 | 35.00 | Yes (X) | $31,315 | $151,876 | $39,348 | |||
| SALLY F ROUSH | |||||||||
| TREASURER-FORMER | 5.00 | 45.00 | Yes (X) | $0 | $108,160 | $0 | Yes (X) | ||
| ELLIOT HIRSHMAN | |||||||||
| PRESIDENT | 5.00 | 45.00 | Yes (X) | $50,000 | $358,193 | $97,662 | Yes (X) | ||
| RANDOLPH PHILIPP | |||||||||
| RESEARCH-FACULTY | 15.00 | 35.00 | Yes (X) | $25,101 | $126,554 | $47,793 | |||
| STEPHEN WELTER | |||||||||
| VICE PRESIDENT | 5.00 | 45.00 | Yes (X) | $0 | $213,187 | $68,390 | Yes (X) | ||
| NANCY A MARLIN | |||||||||
| DIRECTOR-PROVOST | 5.00 | 45.00 | Yes (X) | $0 | $261,958 | $63,095 | |||
| SANFORD I BERNSTEIN | |||||||||
| RESEARCH-FACULTY | 15.00 | 35.00 | Yes (X) | $85,692 | $113,317 | $53,540 | |||
| CRAIG HAUSER | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KIM E BARRETT | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PAULA S BROCK | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JOSH MORSE | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WALTER A TURNER JR | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM BRACK | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SAMUEL KASSEGNE | |||||||||
| RESEARCH-FACULTY | 15.00 | 35.00 | Yes (X) | $12,493 | $90,119 | $39,095 | |||
| TOM MCCARRON | |||||||||
| TREASURER | 5.00 | 45.00 | Yes (X) | $0 | $149,444 | $27,486 | Yes (X) | ||
| ROBERT ZELLER | |||||||||
| RESEARCH-FACULTY | 15.00 | 35.00 | Yes (X) | $718 | $83,031 | $41,269 | |||
| BOB E WOLFSON | |||||||||
| EXECUTIVE DIRECTOR | 50.00 | $0 | $183,394 | $54,129 | Yes (X) | ||||
| MELINDA S COIL | |||||||||
| CFO | 50.00 | $150,680 | $0 | $36,426 | Yes (X) | ||||
| MICHELE GOETZ | |||||||||
| ASSOC EXEC DIRECTOR | 50.00 | $154,587 | $0 | $31,618 | Yes (X) | ||||
| WILLIAM T HUSHEN | |||||||||
| ASSOC EXEC DIRECTOR | 50.00 | $158,094 | $0 | $40,984 | Yes (X) | ||||
| THOMAS KARLO | |||||||||
| GENERAL MANAGER - KPBS | 50.00 | $0 | $215,812 | $60,947 | Yes (X) | ||||
| JOE B SHAPIRO | |||||||||
| DEAN - COLLEGE OF EXTENDED STUDIES | 50.00 | $3,334 | $159,702 | $55,577 | Yes (X) | ||||
| STEPHEN FISHER | |||||||||
| COACH | 0.50 | 50.00 | $666,082 | $306,498 | $70,261 | Yes (X) | |||
| RODERICK LONG | |||||||||
| COACH | 0.50 | 50.00 | $745,000 | $213,115 | $60,245 | Yes (X) | |||
| EDWARD RILEY | |||||||||
| RESEARCH-FACULTY | 15.00 | 35.00 | $125,814 | $145,019 | $57,984 | Yes (X) | |||
| JAMES STERK | |||||||||
| ATHLETIC DIRECTOR | 0.50 | 50.00 | $126,875 | $239,221 | $69,168 | Yes (X) | |||
| MELBOURNE HOVELL | |||||||||
| RESEARCH-FACULTY | 15.00 | 35.00 | $114,008 | $155,043 | $60,326 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,646,516 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,840,310 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,257,372 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 48 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/ForeignAddress/AddressLine1 | CityContractorAddress/ForeignAddress/City | CountryContractorAddress/ForeignAddress/Country | Postal CodeContractorAddress/ForeignAddress/PostalCode | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode |
|---|---|---|---|---|---|---|---|---|---|
| COLLEGE CONTACTCOM | |||||||||
| HAMMER STR 39 | MUENSTER | GM | 48153 | STUDENT RECRUITMENT | $575,006 | ||||
| INDUSTRIAL VIDEO AND CONTROL | |||||||||
| CONSULTING | $342,065 | 330 NEVADA ST | NEWTON | MA | 02460 | ||||
| MCGLADREY LLP | |||||||||
| ACCOUNTING | $277,740 | 1455 FRAZEE RD 600 | SAN DIEGO | CA | 92108 | ||||
| CARL BLOOM ASSOCIATES INC | |||||||||
| MAIL SERVICES | $253,075 | 81 MAIN STREET | WHITE PLAINS | NY | 10601 | ||||
| WORKFORCE SOFTWARE | |||||||||
| CONSULTING (SOFTWARE) | $224,054 | 23332 MILL CREEK DRIVE SUITE 110 | LAGUNA HILLS | CA | 92653 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $55,960 | MembershipDuesAmt |
| Fundraising | $51,500 | FundraisingAmt |
| Government Grants | $44,887,891 | GovernmentGrantsAmt |
| All Other Contributions | $27,226,263 | AllOtherContributionsAmt |
| Noncash Contributions | $1,337,343 | NoncashContributionsAmt |
| Total Contributions | $72,221,614 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| CONTRACTS GOVERNMENT | 541900 | $38,725,579 | $38,725,579 | |
| FEES & TUITION | 611600 | $27,507,189 | $27,507,189 | |
| CONTRACTS NON-GOVERNMENT | 541900 | $12,839,300 | $12,839,300 | |
| CAMPUS & COMMUNITY | 515100 | $6,920,893 | $6,722,721 | $198,172 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $85,992,961 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $466,396 | TotalRevenueColumnAmt |
| Exclusion | $466,396 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $808,087 | TotalRevenueColumnAmt |
| Exclusion | $808,087 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $7,054,649 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $8,380,892 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$1,326,243 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,326,243 | TotalRevenueColumnAmt |
| Exclusion | -$1,326,243 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $40,442,499 | SecuritiesAmt |
| Other | $4,717,991 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $40,936,062 | SecuritiesAmt |
| Other | $4,688,081 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$493,563 | SecuritiesAmt |
| Other | $29,910 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$463,653 | TotalRevenueColumnAmt |
| Exclusion | -$463,653 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $202,630 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $51,500 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $218,952 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$16,322 | TotalRevenueColumnAmt |
| Exclusion | -$16,322 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PASSTHROUGH ENTITIES | Desc |
| Business | 211110 | BusinessCd |
| Total Revenue Column | $4,027 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$105 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $6,967 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$2,835 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,027 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $157,686,867 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $85,794,684 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $205,139 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$534,570 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,678,923 | TotalAmt |
| Program Services | $4,678,923 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,846,983 | TotalAmt |
| Program Services | $6,846,983 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195,061 | TotalAmt |
| Program Services | $195,061 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,055,120 | TotalAmt |
| Program Services | $255,483 | ProgramServicesAmt |
| Management And General | $799,637 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,739,738 | TotalAmt |
| Program Services | $55,295,784 | ProgramServicesAmt |
| Management And General | $9,806,207 | ManagementAndGeneralAmt |
| Fundraising | $1,637,747 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,875,268 | TotalAmt |
| Program Services | $4,003,891 | ProgramServicesAmt |
| Management And General | $753,335 | ManagementAndGeneralAmt |
| Fundraising | $118,042 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,796,223 | TotalAmt |
| Program Services | $8,866,569 | ProgramServicesAmt |
| Management And General | $1,668,252 | ManagementAndGeneralAmt |
| Fundraising | $261,402 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,210,153 | TotalAmt |
| Program Services | $4,278,921 | ProgramServicesAmt |
| Management And General | $805,082 | ManagementAndGeneralAmt |
| Fundraising | $126,150 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $457,225 | TotalAmt |
| Program Services | $54,867 | ProgramServicesAmt |
| Management And General | $402,358 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $277,740 | TotalAmt |
| Management And General | $277,740 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,650 | TotalAmt |
| Management And General | $169,650 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $411,856 | TotalAmt |
| Fundraising | $411,856 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,800,843 | TotalAmt |
| Program Services | $4,452,352 | ProgramServicesAmt |
| Management And General | $743,461 | ManagementAndGeneralAmt |
| Fundraising | $605,030 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,185,965 | TotalAmt |
| Program Services | $3,995,624 | ProgramServicesAmt |
| Management And General | $1,190,341 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,325,346 | TotalAmt |
| Program Services | $2,858,960 | ProgramServicesAmt |
| Management And General | $411,334 | ManagementAndGeneralAmt |
| Fundraising | $55,052 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,145,882 | TotalAmt |
| Program Services | $3,589,064 | ProgramServicesAmt |
| Management And General | $402,317 | ManagementAndGeneralAmt |
| Fundraising | $154,501 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,329,143 | TotalAmt |
| Program Services | $4,329,143 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $431,022 | TotalAmt |
| Program Services | $294,821 | ProgramServicesAmt |
| Management And General | $110,010 | ManagementAndGeneralAmt |
| Fundraising | $26,191 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| SUBCONTRACTS | $12,129,364 | $12,109,034 | $20,330 | |
| SUPPLIES & EQUIPMENT | $6,314,331 | $5,937,227 | $357,452 | $19,652 |
| BROADCASTING EXPENSE | $3,524,442 | $3,518,721 | $3,550 | $2,171 |
| DUES & FEES | $1,809,837 | $1,022,456 | $209,239 | $578,142 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,319,868 | TotalAmt |
| Program Services | $3,227,184 | ProgramServicesAmt |
| Management And General | $2,172,738 | ManagementAndGeneralAmt |
| Fundraising | $919,946 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,029,983 | TotalAmt |
| Program Services | $129,811,068 | ProgramServicesAmt |
| Management And General | $20,303,033 | ManagementAndGeneralAmt |
| Fundraising | $4,915,882 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,096,542 | BOYAmt |
| EOY | $4,219,844 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,836,512 | BOYAmt |
| EOY | $13,652,979 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,290,887 | BOYAmt |
| EOY | $19,626,830 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,048,819 | BOYAmt |
| EOY | $4,878,565 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,184,000 | BOYAmt |
| EOY | $6,901,991 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,637,285 | BOYAmt |
| EOY | $2,348,731 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $111,444,749 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $51,120,514 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,511,104 | BOYAmt |
| EOY | $60,324,235 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,335,576 | BOYAmt |
| EOY | $43,414,657 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $177,940,725 | BOYAmt |
| EOY | $155,367,832 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,048,150 | BOYAmt |
| EOY | $12,682,860 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,417,528 | BOYAmt |
| EOY | $3,852,988 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,441,445 | BOYAmt |
| EOY | $15,886,537 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,513,053 | BOYAmt |
| EOY | $19,118,584 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,370,843 | BOYAmt |
| EOY | $16,045,666 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,791,019 | BOYAmt |
| EOY | $67,586,635 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,176,736 | BOYAmt |
| EOY | $59,494,812 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,211,667 | BOYAmt |
| EOY | $22,976,432 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,761,303 | BOYAmt |
| EOY | $5,309,953 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $80,149,706 | BOYAmt |
| EOY | $87,781,197 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $177,940,725 | BOYAmt |
| EOY | $155,367,832 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,656,884 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,099,330 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,875,277 | 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) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| Certification | Yes (X) | CertificationInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN DIEGO STATE UNIVERSITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330373293 | EIN |
| Organization Type | 6 | OrganizationTypeDesc |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Supported Org Notified | Yes (1) | SupportedOrgNotifiedInd |
| US Organized | Yes (1) | USOrganizedInd |
| Support | $4,678,923 | SupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $4,678,923 | SupportSumAmt |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART I | FormAndLineReferenceDesc |
| Explanation | SAN DIEGO STATE UNIVERSITY FOUNDATION IS CLASSIFIED BY THE INTERNAL REVENUE SERVICE IN ITS DETERMINATION LETTER AS A TYPE III - FUNCTIONALLY INTEGRATED SUPPORTING ORGANIZATION UNDER SEC. 509(A)(3). HOWEVER, IN ORDER TO DETERMINE THE PUBLIC SUPPORT PERCENTAGE VIA SCHEDULE A, PART II AND BE ABLE TO USE THE SPECIAL RULE IN SCHEDULE B, THE FOUNDATION IS CHECKING LINE 5 IN SCHEDULE A, PART I. IN ADDITION TO DIRECT MONETARY SUPPORT, SAN DIEGO STATE UNIVERSITY RESEARCH FOUNDATION ADMINISTERS FUNDS THAT SUPPORT SPONSORED RESEARCH, CAMPUS AND COMMUNITY IMPROVEMENT, AND PUBLIC BROADCASTING FOR SAN DIEGO STATE UNIVERSITY | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (1) | GrantsOtherOrganizationsInd |
| Grants Other Organizations | $7,650 | GrantsOtherOrganizationsAmt |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $162,000 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $169,650 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | SDSU RESEARCH FOUNDATION PAID $162,000 TO THE FIRM OF CARPI & CLAY, INC. DURING THE FISCAL YEAR. THE FIRM REPRESENTS SDSU'S INTERESTS IN WASHINGTON, D.C., PRIMARILY IN ACTIVITIES THAT INVOLVE THE COMPETITION FOR FEDERAL RESEARCH FUNDS. $7,650 WAS ALSO PAID TO THE ASSOCIATION OF PUBLIC TELEVISION ACTION, INC. | ExplanationTxt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,439,968 | BeginningYearBalanceAmt |
| Contributions | $476,737 | ContributionsAmt |
| Investment Earnings Or Losses | $2,404,465 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $395,090 | OtherExpendituresAmt |
| End Year Balance | $21,926,080 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,170,482 | BeginningYearBalanceAmt |
| Contributions | $681,138 | ContributionsAmt |
| Investment Earnings Or Losses | $1,339,124 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $750,776 | OtherExpendituresAmt |
| End Year Balance | $19,439,968 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,820,376 | BeginningYearBalanceAmt |
| Contributions | $252,010 | ContributionsAmt |
| Investment Earnings Or Losses | -$505,068 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $396,836 | OtherExpendituresAmt |
| End Year Balance | $18,170,482 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $16,178,017 | BeginningYearBalanceAmt |
| Contributions | $414,893 | ContributionsAmt |
| Investment Earnings Or Losses | $2,589,907 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $362,441 | OtherExpendituresAmt |
| End Year Balance | $18,820,376 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,628,436 | BeginningYearBalanceAmt |
| Contributions | $680,794 | ContributionsAmt |
| Investment Earnings Or Losses | $1,575,200 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $706,413 | OtherExpendituresAmt |
| End Year Balance | $16,178,017 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.69000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.27000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.04000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $475,302 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $19,298,013 | OtherCostOrOtherBasisAmt |
| Book Value | $19,773,315 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $525,852 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $65,847,818 | OtherCostOrOtherBasisAmt |
| Depreciation | $32,524,650 | DepreciationAmt |
| Book Value | $33,849,020 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,297,764 | OtherCostOrOtherBasisAmt |
| Depreciation | $18,595,864 | DepreciationAmt |
| Book Value | $6,701,900 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $60,324,235 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| AMOUNTS HELD FOR OTHERS | $1,056,085 |
| DUE TO SDSU AUXILIARIES | $13,087,179 |
| OTHER LIABILITIES | $1,902,402 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $16,045,666 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $169,832,366 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,099,330 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $695,187 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $8,350,982 | OtherRevenueAmt |
| Revenue Not Reported | $12,145,499 | RevenueNotReportedAmt |
| Revenue Subtotal | $157,686,867 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $157,686,867 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $162,230,785 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $695,187 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $8,380,895 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $9,076,082 | ExpensesNotReportedAmt |
| Expenses Subtotal | $153,154,703 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1,875,280 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,875,280 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $155,029,983 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | INTENDED USES OF ENDOWMENT FUND 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. |
| 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. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | NET EFFECT OF TRANSFER TO AZTEC SHOPS -29,910. RENTAL EXPENSES NETTED ON TAX RETURN 8,380,892. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES NETTED ON TAX RETURN 8,380,892. ROUNDING 3. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INCREASE IN EQUITY OF PLANT FUND ASSETS 1,875,280. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (11 entries)
| RegionRegionTxt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| EAST ASIA & THE PACIFIC | 3 | PROGRAM SERVICES | TRAINING | $38,856 |
| EUROPE | 1 | PROGRAM SERVICES | TRAINING | $12,897 |
| NORTH AMERICA | 4 | PROGRAM SERVICES | TECH ASSISTANCE | $19,792 |
| EAST ASIA & THE PACIFIC | 1 | PROGRAM SERVICES | TECH ASSISTANCE | $57,667 |
| RUSSIA & NEIGHBORING STATES | 1 | PROGRAM SERVICES | EDUCATION | $40,188 |
| EAST ASIA & THE PACIFIC | GRANTS | $1,500 | ||
| RUSSIA & NEIGHBORING STATES | GRANTS | $4,424 | ||
| NORTH AMERICA | GRANTS | $12,087 | ||
| SOUTH ASIA | GRANTS | $875 | ||
| SOUTH AMERICA | GRANTS | $1,874 | ||
| EUROPE | GRANTS | $4,901 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 10 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 10 | TotalEmployeeCnt |
| Subtotal Spent | $187,411 | SubtotalSpentAmt |
| Continuation Spent | $7,650 | ContinuationSpentAmt |
| Total Spent | $195,061 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (5 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| E ASIA & PACIFIC | TECH ASSISTANCE | $57,667 | CHECK |
| E ASIA & PACIFIC | TRAINING | $38,856 | CHECK |
| N. AMERICA | TECH ASSISTANCE | $19,792 | CHECK |
| EUROPE | TRAINING | $12,897 | CHECK |
| RUSSIA & NEIGHBORING STATES | TRAINING | $40,188 | CHECK |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 5 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (6 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| TRAVEL ASSISTANCE | EAST ASIA & PACIFIC | 1 | $1,500 | CHECK |
| TRAVEL ASSISTANCE | EUROPE | 2 | $4,901 | CHECK |
| TRAVEL ASSISTANCE | NORTH AMERICA | 17 | $12,087 | CHECK |
| TRAVEL ASSISTANCE | RUSSIA & NEIGHBORING STATES | 2 | $4,423 | CHECK |
| TRAVEL ASSISTANCE | SOUTH AMERICA | 2 | $1,874 | WIRE |
| TRAVEL ASSISTANCE | SOUTH ASIA | 2 | $875 | CHECK |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | EXPLANATION FOR GRANTS OUTSIDE U.S. 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. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| CHARITABLE AUTO RESOURCES INC | ||||||||
| 4669 MURPHY CANYON ROAD 100 | SAN DIEGO | CA | 92123 | CAR DONATIONS | Yes (1) | $1,169,182 | $340,365 | $828,817 |
| ARIA COMMUNICATIONS INC | ||||||||
| 717 W ST GERMAIN | ST CLOUD | MN | 56301 | TELEFUNDRAISING | 0 | $66,046 | $28,368 | $37,678 |
| HARRIS MARKETING GROUP | ||||||||
| 21250 CALIFA ST 114 | WOODLAND HILLS | CA | 91367 | TELEFUNDRAISING | 0 | $18,692 | $13,087 | $5,605 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $1,253,920 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $381,820 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $872,100 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | KPBS GALA | NameOfEvent1Amt |
| Gross Receipts Event1 | $254,130 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $51,500 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $202,630 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $61,236 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $0 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $157,716 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $254,130 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $51,500 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $202,630 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $61,236 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $157,716 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $218,952 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$16,322 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN DIEGO STATE UNIVERSITY | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 CAMPANILE DRIVE | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 92182 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 330373293 | RecipientEIN |
| IRC Section | GOVERNMENT | IRCSectionDesc |
| Cash Grant | $4,678,923 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | SUPPORT UNIVERSITY | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| FELLOWSHIPS | 1300 | $5,716,679 |
| BOOKS & SUPPLIES | 500 | $733,106 |
| TRAVEL ASSISTANCE | 400 | $353,090 |
| OTHER STUDENT COSTS | 100 | $44,108 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | DESCRIPTION OF PROCEDURES FOR MONITORING GRANT USAGE: 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| 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 (22 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ELIZABETH A KLONOFF | ||||||||||||||
| RESEARCH-FACULTY | $65,405 | $142,985 | $0 | $0 | $0 | $0 | $6,541 | $28,013 | $0 | $8,379 | $71,946 | $179,377 | $0 | $0 |
| KAREN D EMMOREY | ||||||||||||||
| SEC-RESEARCH-FACULTY | $75,236 | $106,404 | $0 | $0 | $0 | $0 | $0 | $22,159 | $0 | $21,233 | $75,236 | $149,796 | $0 | $0 |
| MARILYN NEWHOFF | ||||||||||||||
| DIRECTOR-DEAN | $0 | $191,279 | $0 | $0 | $0 | $762 | $0 | $39,912 | $0 | $8,489 | $0 | $240,442 | $0 | $0 |
| MARY ANN LYMAN-HAGER | ||||||||||||||
| RESEARCH-FACULTY | $56,082 | $125,237 | $0 | $0 | $0 | $0 | $5,608 | $25,228 | $0 | $16,467 | $61,690 | $166,932 | $0 | $0 |
| ROBERTA GOTTLIEB | ||||||||||||||
| RESEARCH-FACULTY | $31,315 | $151,876 | $0 | $0 | $0 | $0 | $3,131 | $28,214 | $0 | $8,003 | $34,446 | $188,093 | $0 | $0 |
| ELLIOT HIRSHMAN | ||||||||||||||
| PRESIDENT | $50,000 | $345,641 | $0 | $0 | $0 | $12,552 | $0 | $72,782 | $0 | $24,880 | $50,000 | $455,855 | $0 | $0 |
| RANDOLPH PHILIPP | ||||||||||||||
| RESEARCH-FACULTY | $25,101 | $126,554 | $0 | $0 | $0 | $0 | $2,510 | $24,050 | $0 | $21,233 | $27,611 | $171,837 | $0 | $0 |
| STEPHEN WELTER | ||||||||||||||
| VICE PRESIDENT | $0 | $212,929 | $0 | $0 | $0 | $258 | $0 | $44,964 | $0 | $23,426 | $0 | $281,577 | $0 | $0 |
| NANCY A MARLIN | ||||||||||||||
| DIRECTOR-PROVOST | $0 | $261,562 | $0 | $0 | $0 | $396 | $0 | $54,606 | $0 | $8,489 | $0 | $325,053 | $0 | $0 |
| SANFORD I BERNSTEIN | ||||||||||||||
| RESEARCH-FACULTY | $85,692 | $113,317 | $0 | $0 | $0 | $0 | $8,569 | $23,738 | $0 | $21,233 | $94,261 | $158,288 | $0 | $0 |
| TOM MCCARRON | ||||||||||||||
| TREASURER | $0 | $95,037 | $0 | $0 | $0 | $54,407 | $0 | $20,320 | $0 | $7,166 | $0 | $176,930 | $0 | $0 |
| BOB E WOLFSON | ||||||||||||||
| EXECUTIVE DIRECTOR | $0 | $182,632 | $0 | $0 | $0 | $762 | $0 | $38,146 | $0 | $15,983 | $0 | $237,523 | $0 | $0 |
| MELINDA S COIL | ||||||||||||||
| CFO | $150,680 | $0 | $0 | $0 | $0 | $0 | $15,068 | $0 | $21,358 | $0 | $187,106 | $0 | $0 | $0 |
| MICHELE GOETZ | ||||||||||||||
| ASSOC EXEC DIRECTOR | $154,587 | $0 | $0 | $0 | $0 | $0 | $15,459 | $0 | $16,159 | $0 | $186,205 | $0 | $0 | $0 |
| WILLIAM T HUSHEN | ||||||||||||||
| ASSOC EXEC DIRECTOR | $158,094 | $0 | $0 | $0 | $0 | $0 | $15,809 | $0 | $25,175 | $0 | $199,078 | $0 | $0 | $0 |
| THOMAS KARLO | ||||||||||||||
| GENERAL MANAGER - KPBS | $0 | $215,416 | $0 | $0 | $0 | $396 | $0 | $44,964 | $0 | $15,983 | $0 | $276,759 | $0 | $0 |
| JOE B SHAPIRO | ||||||||||||||
| DEAN - COLLEGE OF EXTENDED STUDIES | $3,334 | $158,940 | $0 | $0 | $0 | $762 | $0 | $33,463 | $0 | $22,114 | $3,334 | $215,279 | $0 | $0 |
| STEPHEN FISHER | ||||||||||||||
| COACH | $666,082 | $296,587 | $0 | $0 | $0 | $9,911 | $0 | $53,685 | $0 | $16,576 | $666,082 | $376,759 | $0 | $0 |
| RODERICK LONG | ||||||||||||||
| COACH | $745,000 | $208,619 | $0 | $0 | $0 | $4,496 | $0 | $43,669 | $0 | $16,576 | $745,000 | $273,360 | $0 | $0 |
| EDWARD RILEY | ||||||||||||||
| RESEARCH-FACULTY | $125,814 | $145,019 | $0 | $0 | $0 | $0 | $12,581 | $26,436 | $0 | $18,967 | $138,395 | $190,422 | $0 | $0 |
| JAMES STERK | ||||||||||||||
| ATHLETIC DIRECTOR | $126,875 | $224,292 | $0 | $0 | $0 | $14,929 | $0 | $47,054 | $0 | $22,114 | $126,875 | $308,389 | $0 | $0 |
| MELBOURNE HOVELL | ||||||||||||||
| RESEARCH-FACULTY | $114,008 | $155,043 | $0 | $0 | $0 | $0 | $11,401 | $32,458 | $0 | $16,467 | $125,409 | $203,968 | $0 | $0 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| TRUSTEES CALIF STATE UNIVERSITY | ||||||||
| A | 946001347 | 13077CUP7 | 2010-04-06 | $160,852,254 | REFUND 1999 BONDS | 0 | 0 | Yes (1) |
| TRUSTEES CALIF STATE UNIVERSITY | ||||||||
| B | 912155587 | 13077CYL2 | 2012-08-22 | $436,220,000 | REFUND 2002 BONDS | 0 | 0 | Yes (1) |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|
| A | $5,285,000 | $43,198 | $5,241,802 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $10,400,000 | $71,953 | $10,328,047 | Yes (1) | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Schedule M IRS990ScheduleM
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1100 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,169,182 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SELLING PRICE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 26 | ContributionCnt |
| Noncash Contributions Rpt F990 | $116,661 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SELLING PRICE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | AUCTION ITEMS | Desc |
| Contribution | 30 | ContributionCnt |
| Noncash Contributions Rpt F990 | $51,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | ESTIMATED FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 1 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | HIRE AND USE OF THIRD PARTIES ALSO SEE SCHEDULE G. KPBS CONDUCTS A VEHICLE DONATION PROGRAM WITH THE ASSISTANCE OF CHARITABLE AUTO RESOURCES, INC. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | HOW MEMBERS OR SHAREHOLDERS ELECT GOVERNING BODY THE PRESIDENT OF SAN DIEGO STATE UNIVERSITY IS ALSO EX OFFICIO PRESIDENT OF THE RESEARCH FOUNDATION, AND A VOTING MEMBER OF THE BOARD OF DIRECTORS OF SDSU RESEARCH FOUNDATION. 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. |
| FORM 990, PART VI, SECTION A, LINE 7B | DECISIONS OF GOVERNING BODY APPROVAL BY MEMBERS OR SHAREHOLDERS UNDER TITLE 5 CALIF. 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, PART VI, SECTION B, LINE 11 | FORM 990 REVIEW PROCESS 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. |
| FORM 990, PART VI, SECTION B, LINE 12C | EXPLANATION OF MONITORING AND ENFORCEMENT OF CONFLICTS 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. |
| FORM 990, PART VI, SECTION B, LINE 15A | PURSUANT TO TITLE 5 CAL. 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. |
| FORM 990, PART VI, SECTION C, LINE 19 | OTHER ORGANIZATIONAL DOCUMENTS PUBLICLY AVAILABLE 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. |
| FORM 990, PART XI, LINE 9: | INCREASE IN EQUITY OF PLANT FUND ASSETS 1,875,277. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| SAN DIEGO STATE UNIVERSITY | ||||||||||
| 5500 CAMPANILE DRIVE | SAN DIEGO | CA | 92182 | 330373293 | PUBLIC HIGHER EDUCATION | CA | GOVERNMENT | N/A | 0 | |
| THE CAMPANILE FOUNDATION | ||||||||||
| 5500 CAMPANILE DRIVE | SAN DIEGO | CA | 92182 | 330868418 | PHILANTHROPIC ORGANIZATION FOR SDSU | CA | 501(C)3 | N/A | 0 | LINE 5 |
| AZTEC SHOPS LTD | ||||||||||
| 5500 CAMPANILE DRIVE | SAN DIEGO | CA | 921820001 | 950516240 | CAMPUS BOOKSTORE, FOOD SERVICE AND PROPERTY | CA | 501(C)3 | N/A | 0 | LINE 11C, III-FI |
| ASSOCIATED STUDENTS OF SAN DIEGO STATE UNIVERSITY | ||||||||||
| 5500 CAMPANILE DRIVE | SAN DIEGO | CA | 921827804 | 956042622 | ADMINISTERING FUNDS IN SUPPORT OF STUDENT ACTIVITIES | CA | 501(C)3 | N/A | 0 | LINE 5 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | 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 | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | Yes (1) | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | 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 | 0 | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART V, LINE 1 | FormAndLineReferenceDesc |
| Explanation | SOME OF THE ENDOWMENTS OF SDSU RESEARCH FOUNDATION ("SDSURF") ARE INVESTED IN THE ENDOWMENT POOL OF THE CAMPANILE FOUNDATION (ANOTHER SDSU AUXILIARY ORGANIZATION). (1A) - SDSURF RECEIVED ROYALTIES FROM AZTEC SHOPS. (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. (1J) - SDSURF LEASES FACILITIES TO AZTEC SHOPS AND SDSU. (1K) - SDSURF LEASES FACILITIES FROM SDSU. (1L) & (1M) - SDSURF PERFORMS SERVICES FOR THE CAMPANILE FOUNDATION, AZTEC SHOPS, LTD., AND ASSOCIATED STUDENTS OF SDSU. 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. | ExplanationTxt |
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