THE UNIVERSITY CORPORATION SAN FRANCISCO STATE: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE UNIVERSITY CORPORATION SAN FRANCISCO STATE (EIN 94-1384645)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-12
- IRS object ID
- 201401329349303425
- Schema version
- 2012v2.1
- 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 F
- Schedule G
- Schedule I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-12T19:05:27-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941254756 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOOD & STRONG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 FIRST STREET 14TH FLOOR | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94105 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941384645 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY CORPORATION SAN FRANCISCO STATE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | UNIV | NameControl |
| Phone | 4153386880 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 HOLLOWAY AVENUE ADM 361 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94132 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JASON PORTH | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 4153386880 | Phone |
| Date Signed | 2014-05-12 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MAGA E KISRIEV | Name |
| PTIN | P01008919 | PTIN |
| Phone | 4157810793 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | JASON PORTH | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 HOLLOWAY AVENUE ADM 361 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94132 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 26585211 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | HTTP://UCORP.SFSU.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1946 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | UNIVERSITY CORPORATION SERVES AS AN AUXILIARY ORGANIZATION OF SAN FRANCISCO STATE UNIVERSITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 3 | NbrIndependentVotingMembers |
| Total Nbr Employees | 203 | TotalNbrEmployees |
| Total Nbr Volunteers | 13 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 9811966 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 9675145 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1326534 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 4926546 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 242843 | InvestmentIncomePriorYear |
| Investment Income Current Year | 240588 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 81833 | OtherRevenuePriorYear |
| Other Revenue Current Year | 902577 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 11463176 | TotalRevenuePriorYear |
| Total Revenue Current Year | 15744856 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 1138644 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2429081 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2692614 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 293304 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 7624325 | OtherExpensePriorYear |
| Other Expenses Current Year | 7622294 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 10053406 | TotalExpensesPriorYear |
| Total Expenses Current Year | 11453552 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1409770 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 4291304 | RevenuesLessExpensesCY |
| Total Assets BOY | 18430650 | TotalAssetsBOY |
| Total Assets EOY | 23280172 | TotalAssetsEOY |
| Total Liabilities BOY | 1546934 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 1535816 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 16883716 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 21744356 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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. | MissionDescription |
| Significant New Program Services | 1 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 2083051 | Expense |
| Revenue | 1730212 | Revenue |
| Description | WHIRLWIND WHEELCHAIR INTERNATIONAL IS A NON-PROFIT SOCIAL ENTERPRISE DEDICATED TO IMPROVING THE LIVES OF PEOPLE WITH DISABILITIES IN THE DEVELOPING WORLD WHILE ALSO PROMOTING SUSTAINABLE LOCAL ECONOMIC DEVELOPMENT IN THE PROCESS. WWI WORKS TO MAKE IT POSSIBLE FOR EVERY PERSON IN THE WORLD WHO NEEDS A HIGH QUALITY WHEELCHAIR TO OBTAIN ONE, LEADING TO MAXIMUM PERSONAL INDEPENDENCE AND INTEGRATION INTO SOCIETY. BY GIVING WHEELCHAIR RIDERS A CENTRAL ROLE IN ALL ASPECTS OF OUR DESIGNS AND PROJECTS, WHIRLWIND ENSURES THAT OUR CHAIRS ARE INDIVIDUALLY APPROPRIATE FOR EACH USER AND HIS OR HER RESPECTIVE ENVIRONMENT. FOR THIRTY YEARS IN OVER 40 COUNTRIES WWI HAS FOCUSED ON PRODUCING DURABLE, LOW-COST, AND HIGHLY FUNCTIONAL WHEELCHAIRS. THESE CHAIRS GIVE RIDERS THE RELIABLE AND FUNCTIONAL MOBILITY THEY NEED TO REACH THEIR FULL POTENTIAL. OUR ACTIVE ADULT WHEELCHAIR DESIGN, THE ROUGHRIDER, IS USED BY 25,000 RIDERS TRAVELING OVER EVERY TERRAIN THAT ONLY THE BEST OF WHEELCHAIRS CAN CROSS, FROM MUDDY VILLAGE PATHS TO ROUGH POT-HOLED URBAN STREETS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1502942 | Expense |
| Grants | 1138644 | Grants |
| Revenue | 307430 | Revenue |
| Description | ANNUAL FUND ACCOUNT - TO COLLECT DONATIONS FOR THE UNIVERSITY. DONATIONS ARE USED TO FURTHER UNIVERSITY MISSION OF SUPPORTING THE CAMPUS VIA OUTREACH BY PHONE. THE ANNUAL FUND IS ALSO USED TO FUND SCHOLARSHIPS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 303969 | Expense |
| Revenue | 322808 | Revenue |
| Description | PACIFIC LEADERSHIP INSTITUTE - TO BUILD A MORE POSITIVE, EFFECTIVE AND RESILIENT COMMUNITY THROUGH THE DEVELOPMENT OF OUR YOUTH. THE PLI HAS TWO KEY INGREDIENTS TO FULFILL ITS MISSION:1) PLI DELIVERS INSPIRING TEAM ADVENTURES FOCUSING ON PERSONAL AND GROUP DEVELOPMENT THAT INCLUDE ADVENTURE CHALLENGE COURSES, TEAM BUILDING EVENTS, AND WORKSHOPS TO A WIDE RANGE OF THE COMMUNITY. 2) THE YOUTH LEAD! TEEN LEADERSHIP INITIATIVE: PLI TRAINS AND ENGAGES YOUTH TO PLAY A LEADERSHIP ROLE IN ITS PROGRAMS. PLI SEEKS TO HAVE LEADERS REFLECT THE PEOPLE AND GROUPS BEING SERVED. THE YOUTH LEAD! PROGRAM OFFERS PRACTICAL EXPERIENCE, POSITIVE CIVIC ENGAGEMENT, AND CULTIVATES LEADERSHIP AND PERSONAL GROWTH. PLI GIVES THESE YOUTH THE TRAINING, EXPERIENCE AND RESPONSIBILITY TO BE LEADERS IN ITS PROGRAMS AND THEIR LIVES. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 5991739 | Expense |
| Revenue | 3422155 | Revenue |
| Description | 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. MORRISON CONCERT SERIES OFFERS CONCERTS AND MASTER CLASSES TO THE CAMPUS COMMUNITY AND THE PUBLIC FREE OF CHARGE. 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 1,550 STUDENTS AND OTHER ADULTS SERVED THROUGH THE DEPARTMENT OF REHABILITATION AND OTHER ENTITIES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 5991739 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 3422155 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 9881701 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transaction Related Entity | 1 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 131 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 203 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 3 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JASON M PORTH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4153386880 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 HOLLOWAY AVE ADM 361 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94132 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (11 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|---|
| CHARLOTTE FERRETTI | |||||||
| CHAIR OF BOD | 0.30 | 39.70 | X | X | 0 | 172391 | 64715 |
| JASON PORTH | |||||||
| SECRETARY | 0.20 | 39.80 | X | X | 0 | 100062 | 35961 |
| JO VOLKERT | |||||||
| VICE CHAIR | 0.30 | 39.70 | X | X | 0 | 167714 | 56653 |
| AGNES WONG-NICKERSON | |||||||
| CHIEF OPERATION OFFICER/CFO | 4.00 | 36.00 | X | X | 0 | 180638 | 54787 |
| NANCY HAYES | |||||||
| BOARD MEMBER | 0.30 | 39.70 | X | 0 | 223596 | 82627 | |
| PHILIP KING | |||||||
| BOARD MEMBER | 0.30 | 39.70 | X | 0 | 110973 | 57793 | |
| MICHAEL POTEPAN | |||||||
| BOARD MEMBER | 0.30 | 39.70 | X | 0 | 82512 | 40825 | |
| LAWRENCE HANLEY | |||||||
| CHAIR, ACADEMIC SENATE | 0.20 | 39.80 | X | 0 | 90909 | 34508 | |
| YIU CHUN JASON AU | |||||||
| STUDENT REPRESENTATIVE | 0.20 | 0.00 | X | 0 | 0 | 0 | |
| NEIL S COHEN | |||||||
| COMMUNITY MEMBER | 0.30 | 0.00 | X | 0 | 0 | 0 | |
| ALEXANDRA KHARMATS | |||||||
| COMMUNITY MEMBER | 0.20 | 0.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1128795 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 427869 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 283241 | FundraisingEvents |
| Related Organizations | 5865296 | RelatedOrganizations |
| Government Grants | 343054 | GovernmentGrants |
| All Other Contributions | 3183554 | AllOtherContributions |
| Total Contributions | 9675145 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| WHIRLWIND WHEELCHAIR PROJECT | 611710 | 2713593 | 2713593 |
| COMMISSION EARNED | 611710 | 1279376 | 1279376 |
| FACILITIES RENTAL | 611710 | 490537 | 490537 |
| OTHER PROGRAM REVENUE | 611710 | 276900 | 276900 |
| OPERATING REVENUE | 611710 | 166140 | 166140 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 4926546 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 171755 | TotalRevenueColumn |
| Exclusion | $171,755 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 90199 | TotalRevenueColumn |
| Exclusion | $90,199 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9875787 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 9806954 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 68833 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 68833 | TotalRevenueColumn |
| Exclusion | $68,833 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 200843 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 283241 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 244524 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -43681 | TotalRevenueColumn |
| Exclusion | -$43,681 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 1644936 | GrossSalesOfInventory |
| Cost Of Goods Sold | 788877 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 856059 | TotalRevenueColumn |
| Related Or Exempt Function Income | 856059 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15744856 | TotalRevenueColumn |
| Related Or Exempt Function Income | 5782605 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $287,106 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1138644 | Total |
| Program Services | 1138644 | ProgramServices |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2171877 | Total |
| Program Services | 2087478 | ProgramServices |
| Management And General | 84399 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 520737 | Total |
| Program Services | 499287 | ProgramServices |
| Management And General | 21450 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6960 | Total |
| Program Services | 1500 | ProgramServices |
| Management And General | 5460 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 981282 | Total |
| Program Services | 26812 | ProgramServices |
| Management And General | 954470 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39271 | Total |
| Management And General | 39271 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 282857 | Total |
| Program Services | 264137 | ProgramServices |
| Management And General | 18720 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25319 | Total |
| Program Services | 25219 | ProgramServices |
| Management And General | 100 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2313753 | Total |
| Program Services | 2304949 | ProgramServices |
| Management And General | 8804 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 819 | Total |
| Program Services | 819 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 738549 | Total |
| Program Services | 621032 | ProgramServices |
| Management And General | 104868 | ManagementAndGeneral |
| Fundraising | 12649 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 200955 | Total |
| Program Services | 197357 | ProgramServices |
| Management And General | 3598 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 30958 | Total |
| Program Services | 22758 | ProgramServices |
| Management And General | 8200 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8292 | Total |
| Program Services | 8292 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 572011 | Total |
| Program Services | 571911 | ProgramServices |
| Management And General | 100 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 160354 | Total |
| Program Services | 160354 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35623 | Total |
| Program Services | 14975 | ProgramServices |
| Management And General | 20648 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| STUDENT SCHOLARSHIPS | 1042213 | 1042213 | ||
| HOSPITALITY | 366786 | 178860 | 430 | 187496 |
| HONORARIA | 187867 | 187867 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 628425 | Total |
| Program Services | 527237 | ProgramServices |
| Management And General | 8029 | ManagementAndGeneral |
| Fundraising | 93159 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11453552 | Total |
| Program Services | 9881701 | ProgramServices |
| Management And General | 1278547 | ManagementAndGeneral |
| Fundraising | 293304 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 291298 | BOY |
| EOY | 511716 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45633 | BOY |
| EOY | 37996 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1604698 | BOY |
| EOY | 814497 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 783484 | BOY |
| EOY | 596586 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 32101 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 146250 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 3292574 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2277273 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2266518 | BOY |
| EOY | 1015301 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7609747 | BOY |
| EOY | 10734122 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5829272 | BOY |
| EOY | 9391603 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18430650 | BOY |
| EOY | 23280172 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1196934 | BOY |
| EOY | 1209484 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 350000 | BOY |
| EOY | 326332 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1546934 | BOY |
| EOY | 1535816 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4928399 | BOY |
| EOY | 9265917 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11411045 | BOY |
| EOY | 11934167 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 544272 | BOY |
| EOY | 544272 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16883716 | BOY |
| EOY | 21744356 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18430650 | BOY |
| EOY | 23280172 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 4291304 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 569336 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Support Org170b1 Aiv | X | CollegeSupportOrg170b1Aiv |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14226118 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5177002 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7927619 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8535509 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9675145 | CurrentTaxYear |
| Total | 45541393 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 14226118 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 5177002 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 7927619 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 8535509 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9675145 | CurrentTaxYear |
| Total | 45541393 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 3775620 | AmountsSubstContributorsTotal |
| Public Support Total170 | 41765773 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 629216 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 626914 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 227381 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 283725 | CurrentTaxYearMinus1Year |
| Current Tax Year | 261954 | CurrentTaxYear |
| Total | 2029190 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | 283340 | CurrentTaxYearMinus1Year |
| Current Tax Year | 200843 | CurrentTaxYear |
| Total | 484183 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 48054766 | TotalSupport |
| Gross Receipts From Admissions Etc | 12824036 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.86910 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.82530 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 544272 | BeginningOfYearBalance |
| End Of Year Balance | 544272 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 540381 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 3891 | InvestmentEarningsOrLosses |
| End Of Year Balance | 544272 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 509411 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 36184 | InvestmentEarningsOrLosses |
| Administrative Expenses | 5214 | AdministrativeExpenses |
| End Of Year Balance | 540381 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 33738564 | BeginningOfYearBalance |
| Contributions | 3916885 | Contributions |
| Investment Earnings Or Losses | 5844414 | InvestmentEarningsOrLosses |
| Other Expenditures | 42921552 | OtherExpenditures |
| Administrative Expenses | 68900 | AdministrativeExpenses |
| End Of Year Balance | 509411 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 36556787 | BeginningOfYearBalance |
| Contributions | 5800000 | Contributions |
| Investment Earnings Or Losses | 5947732 | InvestmentEarningsOrLosses |
| Other Expenditures | 1761388 | OtherExpenditures |
| End Of Year Balance | 33738564 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 1.00000 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1374432 | OtherCostOrOtherBasis |
| Depreciation | 654917 | Depreciation |
| Book Value | 719515 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1918142 | OtherCostOrOtherBasis |
| Depreciation | 1622356 | Depreciation |
| Book Value | 295786 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1015301 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| INVESTMENT IN LAIF | 2024625 | F |
| CORPORATE DEBT SECURITIES | 5718787 | F |
| ALTERNATIVE INVESTMENTS | 1648191 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 9391603 | TotalOfBookValueSecurities |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 17144148 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 569336 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 569336 | RevenueNotRptdF990 |
| Revenue Subtotal | 16574812 | RevenueSubtotal |
| Other Revenues Not Included | -829956 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -829956 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 15744856 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 12283508 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 829956 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 829956 | ExpensesNotRptdF990 |
| Expenses Subtotal | 11453552 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 11453552 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X, LINE 2: | THE CORPORATION IS A NOT-FOR-PROFIT CORPORATION AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THE CALIFORNIA TAX CODE. CONTINUANCE OF SUCH EXEMPTION IS SUBJECT TO COMPLIANCE WITH LAWS AND REGULATIONS OF THE TAXING AUTHORITIES. CERTAIN ACTIVITIES CONSIDERED UNRELATED TO THE TAX EXEMPT PURPOSES OF THE CORPORATION MAY GENERATE INCOME THAT IS TAXABLE. NO PROVISION HAS BEEN RECORDED FOR INCOME TAXES, AS THE NET INCOME, IF ANY, FROM UNRELATED BUSINESS, IN THE OPINION OF MANAGEMENT, IS NOT MATERIAL TO THE BASIC FINANCIAL STATEMENTS TAKEN AS A WHOLE. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES MOVED TO REVENUE -41,079. COST OF GOODS SOLD MOVED TO REVENUE -788,877. | |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES MOVED TO REVENUE 41,079. COST OF GOODS SOLD MOVED TO REVENUE 788,877. |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable (5 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICE | WHEELCHAIR COSTS | 1304657 |
| EUROPE (INCLUDING ICELAND & GREENLAND) | 0 | 0 | PROGRAM SERVICE | WHEELCHAIR COSTS | 50940 |
| RUSSIA & THE NEWLY INDEPENDENT STATES | 0 | 0 | PROGRAM SERVICE | WHEELCHAIR COSTS | 16600 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICE | WHEELCHAIR COSTS | 3930 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICE | WHEELCHAIR COSTS | 53315 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 1429442 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 1429442 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | PRESIDENTIAL INVESTITURE | NameOfEvent1 |
| Gross Receipts Event1 | 147090 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 102840 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 44250 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 3050 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 4894 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 62041 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 4000 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 30894 | OtherDirectExpensesEvent1 |
| Name Of Event2 | HOSPITALITY MGMT PROG FUNDRAISER | NameOfEvent2 |
| Gross Receipts Event2 | 130378 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 100966 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 29412 | GrossRevenueEvent2 |
| Rent Facility Costs Event2 | 5000 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 380 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 7206 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 9 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 206616 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 79435 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 127181 | GrossRevenueOtherEvents |
| Non Cash Prizes Other Events | 3229 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 2755 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 99459 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 21616 | EntertainmentOtherEvents |
| Gross Receipts Total | 484084 | GrossReceiptsTotal |
| Charitable Contributions Total | 283241 | CharitableContributionsTotal |
| Gross Revenue Total Events | 200843 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 6279 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 12649 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 161880 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 25616 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 38100 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 244524 | DirectExpenseSummaryEvents |
| Net Income Summary | -43681 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN FRANCISCO STATE UNIVERSITY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 HOLLOWAY AVE | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 94132 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 931137247 | EINOfRecipient |
| IRC Section | 501(C)(3) | IRCSection |
| Amount Of Non Cash Assistance | 1138644 | AmountOfNonCashAssistance |
| Method Of Valuation | BOOK | MethodOfValuation |
| Description Of Non Cash Assistance | BUILDING IMPROVEMENTS, EQUIPMENT FURNITURE | DescriptionOfNonCashAssistance |
| Purpose Of Grant | EDUCATIONAL SUPPORT | PurposeOfGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 1 | TotalNbrOf501C3AndGovtGrants |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: THE GRANT FUNDS ARE RECORDED SEPARATELY WITH BUDGET INPUT INTO FINANCIAL SYSTEM. WHEN PROJECTS SUBMIT REQUEST FOR EXPENDITURES, THEY ARE REVIEWED FOR AVAILABLE BALANCE AND ALLOWED COST PER EACH BUDGET LINE ITEM. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARLOTTE FERRETTI | ||||||||||||||
| CHAIR OF BOD | 0 | 160391 | 0 | 0 | 0 | 12000 | 0 | 12000 | 0 | 52715 | 0 | 237106 | 0 | 12000 |
| JO VOLKERT | ||||||||||||||
| VICE CHAIR | 0 | 167714 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 56653 | 0 | 224367 | 0 | 0 |
| AGNES WONG-NICKERSON | ||||||||||||||
| CHIEF OPERATION OFFICER/CFO | 0 | 163638 | 0 | 0 | 0 | 17000 | 0 | 0 | 0 | 54787 | 0 | 235425 | 0 | 17000 |
| NANCY HAYES | ||||||||||||||
| BOARD MEMBER | 0 | 223596 | 0 | 0 | 0 | 0 | 0 | 22375 | 0 | 60252 | 0 | 306223 | 0 | 0 |
| PHILIP KING | ||||||||||||||
| BOARD MEMBER | 0 | 94473 | 0 | 0 | 0 | 16500 | 0 | 16500 | 0 | 41293 | 0 | 168766 | 0 | 16500 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL INFORMATION | Identifier |
| Return Reference | PART III | ReturnReference |
| Explanation | OFFICERS AND DIRECTORS OF UNIVERSITY CORPORATION ARE UNCOMPENSATED. THE INDIVIDUALS LISTED ON SCHEDULE J, PART II ARE ALSO EMPLOYEES OF, AND WERE COMPENSATED BY, SAN FRANCISCO STATE UNIVERSITY. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| NEW PROGRAM SERVICES | FORM 990, PART III, LINE 2 | THE CORPORATION ASSUMED THE OPERATIONS OF TWO CONVENIENCE STORES AND A COPY CENTER. IN ADDITION, THE CORPORATION CONTRACTED WITH A THIRD PARTY TO MANAGE THE CAMPUS BOOKSTORE. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE PRESIDENT OF THE UNIVERSITY APPROVES ANY APPOINTMENT TO THE BOARD, NOMINEES OF SCHOLARSHIP RECIPIENTS, AND THE BUDGET OF THE AUXILIARY. | |
| 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 ARE 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 | THE CONFLICT OF INTEREST POLICY IS SENT OUT ANNUALLY TO ALL BOARD MEMBERS, OFFICERS, DIRECTORS AND MANAGERS FOR COMPLETION. THE BOARD MEMBERS, OFFICERS, DIRECTORS AND MANAGERS ARE ASKED TO IDENTIFY ANY CONFLICT OF INTEREST THEY HAVE. CURRENTLY, THE POLICY IS SELF-ENFORCED. THE COMPLETED CONFLICT OF INTEREST POLICY AND STATEMENTS ARE HELD IN THE CORPORATION'S FILES AND NOTIFICATION OF COMPLETION IS SENT TO THE UNIVERSITY. | |
| THE REVIEW PROCESS COMPLIES WITH THE UNIVERSITY CORPORATION, SAN FRANCISCO STATE COMPENSATION POLICY. | ||
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON THE CORPORATION'S WEBSITE. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (3 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | STUDENT BOOKSTORE | CA | 501(C)(3) | LINE 11C, III-FI | 1 | SAN FRANCISCO STATE UNIVERSITY | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 1 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 1 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRANCISCAN SHOPS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionType |
| Amount Involved | 4370691 | AmountInvolved |
| Method Of Amt Determination | PER AGREEMENT | MethodOfAmtDetermination |
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