CALIFORNIA STATE UNIVERSITY FOUNDATION: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CALIFORNIA STATE UNIVERSITY FOUNDATION (EIN 95-6123757)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-12-03
- IRS object ID
- 202513389349300101
- Schema version
- 2024v5.2
- 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 I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-12-03T23:42:21-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953001179 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINDES INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 87 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 908010087 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956123757 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA STATE UNIVERSITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALI | BusinessNameControlTxt |
| Phone | 5629514810 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 GOLDEN SHORE | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90802 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AARON J MOORE | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 5629514810 | PhoneNum |
| Signature | 2025-12-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELEANOR A LIVINGSTON CPA MST | PreparerPersonNm |
| PTIN | P00226461 | PTIN |
| Phone | 9498529433 | PhoneNum |
| Preparation | 2025-12-02 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GREG SAKS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 GOLDEN SHORE | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $23,003,832 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://WWW.CALSTATE.EDU/FOUNDATION/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1962 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF THE CALIFORNIA STATE UNIVERSITY FOUNDATION IS TO ENHANCE THE EDUCATIONAL EXCELLENCE OF THE CALIFORNIA STATE UNIVERSITY IN TEACHING, LEARNING, COMMUNITY SERVICE, AND APPLIED RESEARCH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 17 | TotalVolunteersCnt |
| Total Gross UBI | -$6,223 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,969,066 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,909,660 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $26,950 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $50,025 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,759,426 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,982,588 | CYInvestmentIncomeAmt |
| PY Other Revenue | $190,924 | PYOtherRevenueAmt |
| CY Other Revenue | $19,981 | CYOtherRevenueAmt |
| PY Total Revenue | $3,946,366 | PYTotalRevenueAmt |
| CY Total Revenue | $4,962,254 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,001,679 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,084,108 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $40,263 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $869,969 | PYOtherExpensesAmt |
| CY Other Expenses | $776,716 | CYOtherExpensesAmt |
| PY Total Expenses | $4,871,648 | PYTotalExpensesAmt |
| CY Total Expenses | $4,860,824 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$925,282 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $101,430 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $54,755,126 | TotalAssetsBOYAmt |
| Total Assets EOY | $58,018,753 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,090,366 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,872,954 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $45,664,760 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $48,145,799 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ESTABLISHED IN 1962, THE FOUNDATION IS THE CENTRAL FOUNDATION FOR THE CALIFORNIA STATE UNIVERSITY (CSU) SYSTEM AND SERVES THE OFFICE OF THE CHANCELLOR. THE FOUNDATION EXISTS TO SUPPORT EXCELLENCE IN TEACHING AND LEARNING, AND TO SERVE THE NATIONAL, STATE AND REGIONAL INTERESTS OF THE UNIVERSITY. THE CSU FOUNDATION IS COMMITTED TO ENHANCING AND PROMOTING THE CSU AS A LEADER OF VALUE AND QUALITY IN HIGHER EDUCATION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,677,923 | ExpenseAmt |
| Grant | $1,677,923 | GrantAmt |
| Desc | SUPPORT OF MAJOR CSU INITIATIVES SUCH AS IMPROVING THE GRADUATION RATE AND TEACHER PREPARATION THROUGH COLLABORATION WITH EXTERNAL FUNDERS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $781,164 | ExpenseAmt |
| Grant | $196,000 | GrantAmt |
| Revenue | $50,025 | RevenueAmt |
| Desc | THE CSU FOUNDATION SUPPORTED THE EDUCATIONAL AND GOVERNANCE ACTIVITIES OF THE UNIVERSITY CAMPUSES, THROUGH REGULAR MEETINGS OF ITS TRUSTEES, PRESIDENTS, EMPLOYEES, AND ALUMNI LEADERS AS WELL AS PROVIDING EMPLOYEE RECOGNITION. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,210,185 | ExpenseAmt |
| Grant | $2,210,185 | GrantAmt |
| Desc | THE CSU FOUNDATION PROVIDED SCHOLARSHIPS TO STUDENTS THROUGHOUT THE CSU SYSTEM. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,669,272 | 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 |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | 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 | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | 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 | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| 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 | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | 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 | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALICE KIM | PersonNm |
| Phone | 5629514627 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 GOLDEN SHORE | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90802 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|
| KRISTIN CRELLIN | ||||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| GILLIAN A WRIGHT | ||||||||
| VICE CHAIR (THRU 4/15/2025) | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RONALD FONG | ||||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL A LUCKI | ||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOHN H AUGUSTINE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RONALD R BARHORST | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MILDRED GARCIA | ||||||||
| CHANCELLOR-EX OFFICIO | 2.00 | Yes (X) | $0 | $970,045 | $149,098 | 68.00 | ||
| KIMBERLEY GOODE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL LIZARRAGA | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LORENE MILLER | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| AARON MOSS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HENRY T PEREA | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ALI C RAZI | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVEN R STUCK | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK W TAYLOR | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GADDI H VASQUEZ | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT WELLS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GREG SAKS | ||||||||
| PRESIDENT & CEO | 3.00 | Yes (X) | $0 | $406,301 | $130,632 | 57.00 | ||
| WENDY CHAVIRA GARCIA | ||||||||
| VP & COO, ASSIST. SECRETARY | 18.00 | Yes (X) | $0 | $107,955 | $74,398 | 22.00 | ||
| MELISSA WATKINS | ||||||||
| CHIEF ADMINISTRATIVE OFFICER | 6.00 | Yes (X) | $0 | $138,294 | $46,387 | 32.00 | ||
| AARON J MOORE | ||||||||
| CHIEF FINANCIAL OFFICER | 18.00 | Yes (X) | $0 | $171,789 | $79,364 | 22.00 | ||
| STEVE RELYEA | ||||||||
| PRESIDENT (THRU 2/11/2024) | 0.00 | $0 | $404,927 | $131,913 | 0.00 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,199,311 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $611,792 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $2,909,660 | AllOtherContributionsAmt |
| Noncash Contributions | $2,141 | NoncashContributionsAmt |
| Total Contributions | $2,909,660 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEETING REGISTRATIONS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $50,025 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $50,025 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $50,025 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $724,529 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$6,223 | UnrelatedBusinessRevenueAmt |
| Exclusion | $730,752 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,299,637 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,041,578 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,258,059 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,258,059 | TotalRevenueColumnAmt |
| Exclusion | $1,258,059 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| ADMINISTRATIVE FEES | 900099 | $19,973 | $19,973 | |
| MISCELLANEOUS INCOME | 900099 | $8 | $8 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $19,981 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,962,254 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $69,998 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$6,223 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,988,819 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,773,923 | TotalAmt |
| Program Services | $1,773,923 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,310,185 | TotalAmt |
| Program Services | $2,310,185 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,325 | TotalAmt |
| Management And General | $47,325 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,900 | TotalAmt |
| Program Services | $8,900 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,022 | TotalAmt |
| Management And General | $47,022 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,466 | TotalAmt |
| Program Services | $28,466 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,107 | TotalAmt |
| Program Services | $4,107 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,801 | TotalAmt |
| Program Services | $29,801 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,685 | TotalAmt |
| Program Services | $34,685 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $434,386 | TotalAmt |
| Program Services | $430,916 | ProgramServicesAmt |
| Management And General | $3,470 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,952 | TotalAmt |
| Management And General | $9,952 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FUNDRAISING | $40,263 | $40,263 | |
| OVERHEAD | $3,400 | $3,400 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,409 | TotalAmt |
| Program Services | $48,289 | ProgramServicesAmt |
| Management And General | $40,120 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,860,824 | TotalAmt |
| Program Services | $4,669,272 | ProgramServicesAmt |
| Management And General | $151,289 | ManagementAndGeneralAmt |
| Fundraising | $40,263 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,458,077 | BOYAmt |
| EOY | $1,932,018 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,616,000 | BOYAmt |
| EOY | $488,300 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,530 | BOYAmt |
| EOY | $68 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,351 | BOYAmt |
| EOY | $21,519 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,931,611 | BOYAmt |
| EOY | $30,603,775 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,829,883 | BOYAmt |
| EOY | $15,286,144 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,865,674 | BOYAmt |
| EOY | $9,686,929 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,755,126 | BOYAmt |
| EOY | $58,018,753 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $47,398 | BOYAmt |
| EOY | $8,455 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,042,968 | BOYAmt |
| EOY | $9,864,499 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,090,366 | BOYAmt |
| EOY | $9,872,954 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,526,201 | BOYAmt |
| EOY | $8,413,995 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,138,559 | BOYAmt |
| EOY | $39,731,804 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,664,760 | BOYAmt |
| EOY | $48,145,799 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,755,126 | BOYAmt |
| EOY | $58,018,753 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $101,430 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,379,609 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,526,858 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,651,039 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,248,851 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,969,066 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,909,660 | CurrentTaxYearAmt |
| Total | $22,305,474 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $412,757 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $417,779 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $406,743 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $433,384 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $512,142 | CurrentTaxYearAmt |
| Total | $2,182,805 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,939,615 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,068,818 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,655,594 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,402,450 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,421,802 | CurrentTaxYearAmt |
| Total | $24,488,279 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $9,591,155 | SubstantialContributorsTotAmt |
| Public Support Total170 | $14,897,124 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $446,562 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $388,682 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $590,815 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $486,691 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $730,752 | CurrentTaxYearAmt |
| Total | $2,643,502 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,434 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $132,548 | CurrentTaxYearMinus3YearsAmt |
| Total | $133,982 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $267,291 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $203,549 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $220,396 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $190,924 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,981 | CurrentTaxYearAmt |
| Total | $902,141 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $28,167,904 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $111,394 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.52890 | PublicSupportCY170Pct |
| Public Support PY170 | 0.55760 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | ADMINISTRATIVE FEES - 2020 AMOUNT: $ 190,370. 2021 AMOUNT: $ 176,130. 2022 AMOUNT: $ 182,032. 2023 AMOUNT: $ 190,924. 2024 AMOUNT: $ 19,973. MISCELLANEOUS - 2020 AMOUNT: $ 76,921. 2021 AMOUNT: $ 27,419. 2022 AMOUNT: $ 38,364. 2024 AMOUNT: $ 8. | 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
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $38,661 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $72,886 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $111,547 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,597,988 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $4,709,535 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $385,477 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $96,369 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $500,667 | CurrentYearMinus3Amt |
| Current Year Minus2 | $446,546 | CurrentYearMinus2Amt |
| Current Year Minus1 | $386,005 | CurrentYearMinus1Amt |
| Current Year | $385,477 | CurrentYearAmt |
| Total | $1,718,695 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $2,578,043 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $13,623 | CurrentYearMinus3Amt |
| Current Year Minus2 | $10,940 | CurrentYearMinus2Amt |
| Current Year Minus1 | $34,104 | CurrentYearMinus1Amt |
| Current Year | $111,547 | CurrentYearAmt |
| Total | $170,214 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $125,167 | CurrentYearMinus3Amt |
| Current Year Minus2 | $111,637 | CurrentYearMinus2Amt |
| Current Year Minus1 | $96,501 | CurrentYearMinus1Amt |
| Current Year | $96,369 | CurrentYearAmt |
| Total | $429,674 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $644,511 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $10,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $10,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $33,138 | CurrentYearMinus1Amt |
| Current Year | $38,661 | CurrentYearAmt |
| Total | $91,799 | TotalAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | 0 | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,856,862 | BeginningYearBalanceAmt |
| Contributions | $341,232 | ContributionsAmt |
| Investment Earnings Or Losses | $3,674,803 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,157,509 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $514,520 | AdministrativeExpensesAmt |
| End Year Balance | $38,200,868 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,972,822 | BeginningYearBalanceAmt |
| Contributions | $310,533 | ContributionsAmt |
| Investment Earnings Or Losses | $3,777,395 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $992,673 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $211,215 | AdministrativeExpensesAmt |
| End Year Balance | $35,856,862 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,300,849 | BeginningYearBalanceAmt |
| Contributions | $357,552 | ContributionsAmt |
| Investment Earnings Or Losses | $2,487,331 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,009,554 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $163,356 | AdministrativeExpensesAmt |
| End Year Balance | $32,972,822 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $35,285,110 | BeginningYearBalanceAmt |
| Contributions | $199,905 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,970,584 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,023,389 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $190,193 | AdministrativeExpensesAmt |
| End Year Balance | $31,300,849 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,828,185 | BeginningYearBalanceAmt |
| Contributions | $420,770 | ContributionsAmt |
| Investment Earnings Or Losses | $8,187,396 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $945,027 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $206,214 | AdministrativeExpensesAmt |
| End Year Balance | $35,285,110 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.01000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.44000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.55000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| VENTURE CAPITAL AND PARTNERSHIPS | $976 | F |
| ALTERNATIVE INVESTMENTS | $15,285,168 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $15,286,144 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| CRUT RECEIVABLES | $146,423 |
| CHARITABLE GIFT ANNUITY | $9,540,506 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $9,686,929 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| CRUT PAYABLES | $146,423 |
| ALUMNI COUNCIL LIABILITY | $177,570 |
| CHARITABLE GIFT ANNUITY | $9,540,506 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $9,864,499 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $7,830,845 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,379,609 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $536,004 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $2,915,613 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,915,232 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $47,022 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $47,022 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,962,254 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,349,806 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $536,004 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $536,004 | ExpensesNotReportedAmt |
| Expenses Subtotal | $4,813,802 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $47,022 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $47,022 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $4,860,824 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | EACH OF THE FOUNDATION'S ENDOWMENTS HAS BEEN ESTABLISHED TO SUPPORT A SCHOLARSHIP OR PROGRAM FUND RECORDED IN TEMPORARILY RESTRICTED NET ASSETS. |
| PART X, LINE 2: | THE FOUNDATION RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF TAX POSITIONS, SUCH AS ITS FILING STATUS OF TAX-EXEMPT, ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE POSITION FOLLOWING AN AUDIT. THE FOUNDATION IS SUBJECT TO POTENTIAL INCOME TAX AUDITS ON OPEN TAX YEARS BY ANY TAXING JURISDICTION IN WHICH IT OPERATES. THE STATUTE OF LIMITATIONS FOR FEDERAL AND CALIFORNIA STATE PURPOSES IS GENERALLY THREE AND FOUR YEARS, RESPECTIVELY. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $8,186,406 |
| NORTH AMERICA | 0 | 0 | INVESTMENTS | $370,710 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $8,557,116 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $8,557,116 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3: | FormAndLineReferenceDesc |
| Explanation | FOREIGN INVESTMENTS REPORTED ARE HELD IN THE ORGANIZATION'S INVESTMENT PORTFOLIO. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (21 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| TRUSTEES OF THE CSU | |||||||||
| 401 GOLDEN SHORE | LONG BEACH | CA | 90802 | 912155587 | GOVERNMENT | $1,033,000 | $0 | $402,000.00 - BALANCE ECMC FOUND GRANT$160,000.00 - GRANT WELLNESS CLINIC CHICO$150,000.00 - CSU FACULTY FELLOWSHIP$125,000.00 - CSU PREGNANT AND PARENTING STUDENT INITIATIVE$100,000.00 - TEACH PREP$96,000.00 - ANNUAL REIMBURSEMENT TO CSUCO BY COFDN FOR CHANCELLOR'S HOUSING ALLOWANCE AS PER BOT RESOLUTION | |
| CAL STATE LA UNIVERSITY AUXILIARY SVC | |||||||||
| 5151 STATE UNIVERSITY DR GE 314 | LOS ANGELES | CA | 90032 | 954016653 | 501(C)(3) | $119,000 | $0 | MELLON ACLS GRANT TRANSFER TO CAMPUS | |
| CSU LONG BEACH RESEARCH FOUNDATION | |||||||||
| 6300 E STATE UNIVERSITY DR 332 | LONG BEACH | CA | 90815 | 956106694 | 501(C)(3) | $108,000 | $0 | MELLON ACLS GRANT TRANSFER TO CAMPUS | |
| CSU DOMINGUEZ HILLS PHILANTHROPIC FOUNDATION | |||||||||
| 1000 EAST VICTORIA STREET WELCH | CARSON | CA | 90747 | 473097839 | 501(C)(3) | $95,000 | $0 | MELLON ACLS GRANT TRANSFER TO CAMPUS | HALL 425A |
| CSU SAN BERNARDINO PHILANTHROPIC FOUNDATION | |||||||||
| 5500 UNIVERSITY PARKWAY AD-104 | SAN BERNARDINO | CA | 92407 | 452255077 | 501(C)(3) | $84,000 | $0 | MELLON ACLS GRANT TRANSFER TO CAMPUS | |
| SONOMA STATE UNIVERSITY | |||||||||
| 1801 EAST COTATI AVENUE | ROHNERT PARK | CA | 94928 | 680338225 | GOVERNMENT | $50,000 | $0 | SONOMA STATE TEACHER TRAINING | |
| CSU FULLERTON PHILANTHROPIC FOUNDATION | |||||||||
| 2600 E NUTWOOD AVENUE 850 | FULLERTON | CA | 92831 | 330567945 | 501(C)(3) | $46,000 | $0 | MELLON ACLS GRANT TRANSFER TO CAMPUS | |
| CSU NORTHRIDGE | |||||||||
| 18111 NORDHOFF ST | NORTHRIDGE | CA | 91330 | 954358677 | GOVERNMENT | $26,400 | $0 | RELUI OPERATING EXPENSES | |
| CSU LOS ANGELES | |||||||||
| 5151 STATE UNIVERISTY DR | LOS ANGELES | CA | 90032 | 954386558 | GOVERNMENT | $20,000 | $0 | GAME SHOW CURRICULUM-CSULA | |
| CHICANO LATINO YOUTH LEADERSHIP PROJECT | |||||||||
| PO BOX 161566 | SACRAMENTO | CA | 95816 | 943069819 | 501(C)(3) | $20,000 | $0 | SPONSORSHIP LEADERSHIP CONFERENCE | |
| CONGRESSIONAL HISPANIC CAUCUS INSTITUTE | |||||||||
| 1128 16TH STREET NW | WASINGTON | DC | 20036 | 521114225 | 501(C)(3) | $20,000 | $0 | SPONSORSHIP OF CONGRESSIONAL HISPANIC CAUCUS INSTITUTE 47TH ANNUAL AWARDS GALA | |
| TELACU EDUCATION FOUNDATION | |||||||||
| 5400 E OLYMPIC BLVD SUITE 300 | COMMERCE | CA | 90022 | 954384333 | 501(C)(3) | $15,000 | $0 | SPONSORSHIP 2025 TELACU GALA | |
| TELACU EDUCATION FOUNDATION | |||||||||
| 5400 E OLYMPIC BLVD SUITE 300 | COMMERCE | CA | 90022 | 954384333 | 501(C)(3) | $15,000 | $0 | SPONSORSHIP 2024 TELACU GALA | |
| HISPANIC ASSOCIATION OF COLLEGES AND UNIVERSITIES | |||||||||
| 4801 NW LOOP 410 SUITE 701 | SAN ANTONIO | TX | 78229 | 742466103 | 501(C)(3) | $15,000 | $0 | SPONSORSHIP OF HACU 38TH ANNUAL CONFERENCE | |
| CAL POLY POMONA PHILANTHROPIC FOUNDATION | |||||||||
| 3801 WEST TEMPLE AVENUE | POMONA | CA | 91768 | 832300241 | 501(C)(3) | $11,000 | $0 | ANNUAL SUPPORT OF CAL POLY ROSE PARADE FLOAT COMMUNICATIONS | |
| MUSEUM OF LATIN AMERICAN ART | |||||||||
| 628 ALAMITOS AVENUE | LONG BEACH | CA | 90802 | 330786070 | 501(C)(3) | $10,000 | $0 | BUILDER LEVEL SPONSORSHIP FOR THE MOLAA GALA | |
| CALIFORNIA LULAC FOUNDATION | |||||||||
| 2939 FLORAL AVE | RIVERSIDE | CA | 92507 | 510175837 | 501(C)(3) | $10,000 | $0 | BRONZE SPONSORSHIP FOR 2025 CA LULAC ANNUAL CONVENTION | |
| CAL POLY POMONA | |||||||||
| 3801 W TEMPLE AVE | POMONA | CA | 91768 | 954255659 | GOVERNMENT | $9,500 | $0 | RELUI PRGRM IMPRVMNT GRANT | |
| CALIFORNIA POLYTECHNIC STATE UNIV FOUNDATION | |||||||||
| ONE GRAND AVENUE HERON HALL 117 RM | SAN LUIS OBISPO | CA | 93407 | 204927897 | 501(C)(3) | $9,500 | $0 | RELUI PRGRM IMPRVMNT GRANT | 215 |
| CSU FULLERTON PHILANTHROPIC FOUNDATION | |||||||||
| 2600 NUTWOOD AVE 850 | FULLERTON | CA | 92831 | 330567945 | 501(C)(3) | $9,500 | $0 | RELUI PROGRAM IMPRV GRANT | |
| CSU NORTHRIDGE FOUNDATION | |||||||||
| 18111 NORDHOFF ST VALERA HALL 110 | NORTHRIDGE | CA | 91330 | 956196006 | 501(C)(3) | $9,500 | $0 | RELUI PRGRM | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 19 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS OR FINANCIAL ASSISTANCE | 634 | $2,210,185 |
| STIPENDS TO FACULTY AND ADMINISTRATORS | 5 | $100,000 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | THE CSU FOUNDATION RECEIVES FUNDS FROM FOUNDATIONS, CORPORATIONS, AND INDIVIDUALS TO MAKE GRANTS AND GIVE OTHER ASSISTANCE TO DOMESTIC ENTITIES. IN THESE CASES WE ADHERE TO THE ELIGIBILITY AND STANDARDS STIPULATED BY THE FUNDING SOURCES. WE ALSO PROVIDE SCHOLARSHIPS TO DOMESTIC INDIVIDUALS, AND ARE GUIDED BY THE SCHOLARSHIP FUNDING SOURCES ON THE ELIGIBILITY STANDARDS THEY ESTABLISH. IN COLLABORATION WITH FINANCIAL AID OFFICERS, WE REVIEW THE MATERIALS UPON SUBMISSION, AND ONCE SATISFIED THAT REQUIREMENTS ARE MET, MAKE SELECTIONS. THE FINANCIAL AID OFFICES ARE RESPONSIBLE FOR SEEING THAT STUDENTS MAINTAIN ENROLLMENT DURING THE SCHOLARSHIP PERIOD THEREAFTER. |
| SCHEDULE I, PART III | CSU FOUNDATION ADHERES TO THE STANDARDS AND REPORTING REQUIREMENTS STIPULATED BY THE FUNDING SOURCES FOR GRANTS TO DOMESTIC ENTITIES AND FOR SCHOLARSHIPS TO DOMESTIC INDIVIDUALS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MILDRED GARCIA | ||||||||||||||
| CHANCELLOR-EX OFFICIO | $0 | $790,166 | $0 | $0 | $0 | $179,879 | $0 | $131,600 | $0 | $17,498 | $0 | $1,119,143 | $0 | $0 |
| GREG SAKS | ||||||||||||||
| PRESIDENT & CEO | $0 | $339,762 | $0 | $0 | $0 | $66,539 | $0 | $101,624 | $0 | $29,008 | $0 | $536,933 | $0 | $0 |
| STEVE RELYEA | ||||||||||||||
| PRESIDENT (THRU 2/11/2024) | $0 | $387,983 | $0 | $0 | $0 | $16,944 | $0 | $115,931 | $0 | $15,982 | $0 | $536,840 | $0 | $0 |
| AARON J MOORE | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $0 | $171,729 | $0 | $0 | $0 | $60 | $0 | $51,927 | $0 | $27,437 | $0 | $251,153 | $0 | $0 |
| MELISSA WATKINS | ||||||||||||||
| CHIEF ADMINISTRATIVE OFFICER | $0 | $138,254 | $0 | $0 | $0 | $40 | $0 | $39,052 | $0 | $7,335 | $0 | $184,681 | $0 | $0 |
| WENDY CHAVIRA GARCIA | ||||||||||||||
| VP & COO, ASSIST. SECRETARY | $0 | $107,895 | $0 | $0 | $0 | $60 | $0 | $34,679 | $0 | $39,719 | $0 | $182,353 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | AT THE CHANCELLOR'S DISCRETION, EXECUTIVE STAFF MAY BE REIMBURSED FOR SPOUSAL TRAVEL EXPENDITURES WHEN THE SPOUSE PERFORMS OFFICIAL CSU DUTIES AND THE SPOUSE IS REGISTERED AS A CSU VOLUNTEER. IN ADDITION, AT ITS MEETING ON NOVEMBER 13-14, 2018, THE CSU BOARD OF TRUSTEES PASSED A RESOLUTION STATING: "THE CHANCELLOR SHALL RECEIVE A $7,917 MONTHLY HOUSING ALLOWANCE OF NON-STATE FUNDS TO SUPPLEMENT THE COST OF A RESIDENCE. THESE FUNDS ARE TO BE PAID BY THE FOUNDATION ENDOWMENT CREATED THROUGH AN ORIGINAL DONOR GIFT TO SUPPORT THE HOUSING AND HOSPITALITY-RELATED FUNCTIONS FOR THE CHANCELLOR OF THE CALIFORNIA STATE UNIVERSITY AND SUPPLEMENTED BY THE PROCEEDS OF THE SALE OF THE STATE UNIVERSITY HOUSE LOCATED IN LONG BEACH." |
| PART I, LINE 1B | THE CSU FOUNDATION ABIDES BY RESTRICTIONS OUTLINED IN THE CSU HOSPITALITY POLICY, WHICH REQUIRES THAT THERE BE SUBSTANTIATION BEFORE EXPENSES OF AN INSIDER ARE REIMBURSED. |
| PART I, LINE 3 | THE ORGANIZATION'S COMPENSATION POLICY HTTPS://CALSTATE.POLICYSTAT.COM/POLICY/16051928/LATEST/ I. SCOPE OF POLICY THIS POLICY GOVERNS COMPENSATION FOR ALL CALIFORNIA STATE UNIVERSITY (CSU) EMPLOYEES. II. GUIDING PRINCIPLES IN A MANNER THAT IS FAIR, REASONABLE, COMPETITIVE, AND FISCALLY PRUDENT IN THIS POLICY GOVERNS COMPENSATION FOR ALL CALIFORNIA STATE UNIVERSITY (CSU) IT IS THE INTENT OF THE BOARD OF TRUSTEES TO COMPENSATE ALL CSU EMPLOYEES RESPECT TO SYSTEM BUDGET AND STATE FUNDING. THE GOAL OF THE CSU CONTINUES TO BE TO ATTRACT, MOTIVATE, AND RETAIN THE MOST HIGHLY QUALIFIED INDIVIDUALS TO SERVE AS FACULTY, STAFF, AND EXECUTIVES, WHOSE KNOWLEDGE, EXPERIENCE, AND CONTRIBUTIONS CAN ADVANCE THE UNIVERSITY'S MISSION. THE CSU ADHERES TO TOTAL COMPENSATION PRACTICES THAT ARE FAIR AND EQUITABLE IN DESIGN, APPLICATION, AND DELIVERY. TOTAL COMPENSATION INCLUDES SALARY AS WELL AS BENEFITS, SUCH AS HEALTH AND WELFARE BENEFITS INCLUDING RETIREMENT, PAID TIME OFF, SABBATICALS, EDUCATIONAL FEE WAIVERS, VACATION AND SICK LEAVE ACCRUAL, OR ANY OTHER BENEFITS OR PERQUISITES PROVIDED TO CSU EMPLOYEES. III. COMPENSATION A: ALL EMPLOYEE COMPENSATION THE CSU EVALUATES COMPETITIVE AND FAIR COMPENSATION FOR ALL EMPLOYEES BASED ON PERIODIC MARKET COMPARISON SURVEYS AND THE DEPTH OF SKILL AND EXPERIENCE OF AN INDIVIDUAL EMPLOYEE. THE COMPENSATION SYSTEM FOR THE CSU SHALL (A) BE ADMINISTERED IN A MANNER THAT COMPLIES WITH ALL APPLICABLE FEDERAL, STATE, AND LOCAL REGULATIONS AND LAWS, AND (B) BE CONSISTENT WITH APPLICABLE ADMINISTRATIVE POLICIES, RULES AND COLLECTIVE BARGAINING AGREEMENTS. B: EXECUTIVE COMPENSATION: THE CSU WILL MAINTAIN AND PERIODICALLY UPDATE A TIERED LIST OF CSU COMPARISON INSTITUTIONS FOR EXECUTIVE EMPLOYEE GROUPS. THE LIST MAY TAKE INTO ACCOUNT GEOGRAPHIC LOCATION, ENROLLMENT, PERCENT OF PELL ELIGIBLE STUDENTS, BUDGET, RESEARCH FUNDING, AND SUCH OTHER VARIABLES AS DEEMED APPROPRIATE. EXECUTIVE COMPENSATION WILL BE GUIDED WITH REFERENCE TO THE MEAN AND/OR MEDIAN OF THE APPROPRIATE COMPARISON INSTITUTIONS, TOGETHER WITH AN INDIVIDUAL'S REPUTATION, AND LENGTH, DEPTH AND EFFECTIVENESS OF APPLICABLE EXPERIENCE, AND OTHER MERITORIOUS ACHIEVEMENT AND CONTRIBUTIONS TO THE SUCCESS OF THE CSU. 1 - PRESIDENTIAL COMPENSATION: SALARY AT APPOINTMENT: WHEN A PRESIDENTIAL VACANCY OCCURS, THE SUCCESSOR PRESIDENT'S SALARY SHOULD NOT (ABSENT EXTENUATING CIRCUMSTANCES) EXCEED THE INCUMBENT'S SALARY BY MORE THAN 10 PERCENT. ANY AMOUNT IN EXCESS OF THE INCUMBENT'S SALARY SHALL BE BASED UPON CRITERIA SUCH AS EXTRAORDINARY CIRCUMSTANCES, KNOWLEDGE AND/OR EXPERIENCE OR ABILITY TO CONTRIBUTE TO AND ADVANCE THE UNIVERSITY'S MISSION, AND MARKET CONDITIONS. A PRESIDENT'S SALARY MAY ONLY BE FUNDED WITH STATE FUNDS. THE CHANCELLOR SHALL HAVE AUTHORITY TO NEGOTIATE RECOMMENDED STARTING SALARIES FOR PRESIDENTS. THE CHANCELLOR SHALL PRESENT THE RECOMMENDED SALARY TO THE BOARD OF TRUSTEES FOR APPROVAL. PERIODIC PRESIDENTIAL SALARY ASSESSMENT: ON AN ANNUAL BASIS, AND AS A GENERAL RULE AT THE JULY MEETING OF THE BOARD OF TRUSTEES, THE BOARD SHALL BE PRESENTED WITH A SALARY ASSESSMENT OF ALL PRESIDENTS WHO HAVE RECEIVED A TRIENNIAL REVIEW IN ACCORDANCE WITH THE BOARD OF TRUSTEES POLICIES AND PROCEDURES FOR REVIEW OF PRESIDENTS DURING THE PREVIOUS FISCAL YEAR. THE BOARD SHALL DETERMINE WHETHER AN INCREASE TO A PRESIDENT'S SALARY IS WARRANTED BASED ON CSU'S OPERATIVE MARKET DATA (WHICH SHOULD BE REVIEWED EVERY FIVE YEARS), AND IF SO, THE AMOUNT OF ANY SUCH ADJUSTMENT. FOLLOWING THE INITIAL SALARY ASSESSMENT, THE PRESIDENT'S SALARY SHALL BE REASSESSED ONCE A YEAR AGAINST OPERATIVE MARKET DATA FOR THE NEXT TWO YEARS, AND IF THE PRESIDENT'S ANNUAL SALARY CONTINUES TO BE BELOW THE PEER GROUP MEDIAN, A RECOMMENDED INCREASE SHALL BE PRESENTED TO THE BOARD EACH JULY. THE GOAL OF THE SALARY ASSESSMENT PROCESS IS TO INCREMENTALLY BRING EACH PRESIDENT INTO ALIGNMENT WITH THE PEER GROUP MEDIAN. THE FIRST YEAR, PRESIDENTIAL SALARIES MAY BE ADJUSTED UP TO THE PEER GROUP MEDIAN BY AN AMOUNT NOT TO EXCEED 10 PERCENT. THE SECOND AND THIRD YEAR ADJUSTMENTS SHALL BE MADE IN ACCORDANCE WITH THE FOLLOWING MATRIX: AMOUNT TO REACH PEER GROUP MEDIAN - INCREASE 0% TO 5% - 0% 5.01% TO 10% - 2% 10.01% TO 15% - 4% 15.01% TO 25% - 7% 25.01% TO 35% - 10% AS A CONDITION OF RECEIVING A MARKET-BASED SALARY INCREASE, THE PRESIDENT MUST HAVE BEEN IN THEIR POSITION FOR THREE YEARS AND MUST HAVE RECEIVED A SATISFACTORY EVALUATION DURING THEIR TRIENNIAL REVIEW. MARKET-BASED SALARY INCREASES APPROVED BY THE BOARD IN ACCORDANCE WITH THIS POLICY WILL BE EFFECTIVE JULY 1ST OF THE APPROVAL YEAR. COMPENSATION ACTIONS ARE SUBJECT TO AVAILABILITY OF FUNDS AND CURRENT BUDGET CONDITIONS. OTHER SALARY INCREASE PROGRAMS: A SALARY ADJUSTMENT DURING TRIENNIAL PERFORMANCE REVIEWS DOES NOT PROHIBIT THE INCUMBENT FROM BEING ELIGIBLE FOR THE ANNUAL MERIT INCREASE PROGRAM AS PROVIDED TO OTHER NON-REPRESENTED EMPLOYEES. 2 - INDIVIDUAL SALARY INCREASES: THE BOARD ALSO RETAINS THE RIGHT, IN ITS DISCRETION, TO MAKE OTHER SALARY ADJUSTMENTS AS NECESSARY AT OTHER TIMES FOR AN EXECUTIVE WHEN A SIGNIFICANT EQUITY OR RETENTION ISSUE IS IDENTIFIED. THE CHANCELLOR SHALL RECOMMEND ALL EXECUTIVE SALARY ADJUSTMENTS TO THE BOARD OF TRUSTEES FOR APPROVAL IN OPEN SESSION OF A BOARD MEETING. IV. AUTHORITY THIS POLICY IS ISSUED PURSUANT TO RUFP 05-24-07 AND SECTION II OF THE STANDING ORDERS OF THE BOARD OF TRUSTEES OF THE CALIFORNIA STATE UNIVERSITY AS FURTHER DELEGATED BY THE STANDING DELEGATIONS OF ADMINISTRATIVE AUTHORITY. |
| PART I, LINE 4B | CHANCELLOR MILDRED GARCIA PARTICIPATES IN A SECTION 457(F) NONQUALIFIED SUPPLEMENTAL DEFERRED COMPENSATION ARRANGEMENT AUTHORIZED AND FUNDED BY THE CALIFORNIA STATE UNIVERSITY BOARD OF TRUSTEES, WHEREBY THEY SHALL RECEIVE ANNUAL DEFERRED COMPENSATION OF $80,000. THIS BENEFIT IS PROVIDED AND ADMINISTERED BY THE CALIFORNIA STATE UNIVERSITY, A RELATED ORGANIZATION. THE CSU FOUNDATION DOES NOT PROVIDE OR FUND THIS BENEFIT. |
| PART II: | ALL INDIVIDUALS LISTED IN PART II RECEIVE COMPENSATION FROM THE CALIFORNIA STATE UNIVERSITY, A RELATED ORGANIZATION. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE AUDIT COMMITTEE SHALL HAVE THE RESPONSIBILITY FOR THE REVIEW AND APPROVAL OF THE ORGANIZATION'S FORM 990 (INCLUDING ALL PERTINENT SCHEDULES) BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. A FINAL COPY OF THE FORM 990 WILL BE FORWARDED TO THE ENTIRE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS AND KEY CSU STAFF ARE ANNUALLY ASKED TO REVIEW AND AFFIRM THAT THEY HAVE NO CONFLICTS OF INTEREST AS DESCRIBED IN THE CONFLICT OF INTEREST POLICY STATEMENT. UPON THE IDENTIFICATION OF ANY CONFLICT, THE INFORMATION IS THEN FORWARDED TO THE EXECUTIVES OF THE BOARD AND APPROPRIATE ACTION IS TAKEN. THIS ACTION MAY RANGE FROM THE BOARD NOT APPROVING A CONTRACT BASED ON POTENTIAL CONFLICT TO REMOVAL FROM THE BOARD. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ENTITY DOES NOT HAVE A PROCESS FOR DETERMINING COMPENSATION FOR THE TOP MANAGAGEMENT OFFICIAL, OFFICERS, OR KEY EMPLOYEES AS THESE EMPLOYEES ARE NOT COMPENSATED BY THE ENTITY. THE ENTITY HAS NO EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANICAL STATEMENTS ARE POSTED TO THE ORGANIZATION'S WEBSITE AT: HTTP://WWW.CALSTATE.EDU/FOUNDATION/ |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA STATE UNIVERSITY | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 GOLDEN SHORE | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954601267 | EIN |
| Primary Activities | EDUCATION | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STATE OF CALIFORNIA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER UNITRUSTS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | TRUST | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CA STATE UNIVERSITY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | T | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | 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 | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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