CALIFORNIA STATE UNIVERSITY LOS ANGELES FOUNDATION: Form 990, tax year 2011
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- Organization
- CALIFORNIA STATE UNIVERSITY LOS ANGELES FOUNDATION (EIN 95-4044252)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-07
- IRS object ID
- 201301279349301640
- Schema version
- 2011v1.5
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-07T18:05:02-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 680300457 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MACIAS GINI & O'CONNELL LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2029 CENTURY PARK EAST STE 1500 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 900672935 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954044252 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA STATE UNIVERSITY | BusinessNameLine1 |
| Business Name Line2 | LOS ANGELES FOUNDATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CALI | NameControl |
| Phone | 3233433060 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5151 STATE UNIVERSITY DRIVE ADM NO | AddressLine1 |
| Address Line2 | 514 | AddressLine2 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90032 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KYLE C BUTTON | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 3233433060 | Phone |
| Date Signed | 2013-04-26 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JOEL BAUMBLATT | Name |
| PTIN | P00021260 | PTIN |
| Phone | 3102773373 | Phone |
| Date Prepared | 2013-04-26 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | KYLE C BUTTON | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5151 STATE UNIVERSITY DRIVE ADM NO | AddressLine1 |
| Address Line2 | 514 | AddressLine2 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90032 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 18201529 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | CALSTATELA.EDU/PHILANTHROPY/INDEX.PHP | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1984 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | OUR MISSION IS TO ADVANCE THE EDUCATIONAL, CULTURAL, SCHOLARLY AND CREATIVE ACTIVITITES AND THE ROLE OF COMMUNITY SERVICE OF CSULA BY INCREASING PRIVATE FUNDING, RESPONSIBLY MANAGING DONATED RESOURCES AND SUPPORTING THE UNIVERSITY AND ITS DIVERSE AND DISTINCT NATURE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 9 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1499712 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 932308 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 0 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 0 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2374220 | InvestmentIncomePriorYear |
| Investment Income Current Year | 220839 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 12000 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 3873932 | TotalRevenuePriorYear |
| Total Revenue Current Year | 1165147 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 2318401 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 991457 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 87076 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 430791 | OtherExpensePriorYear |
| Other Expenses Current Year | 1375327 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 2749192 | TotalExpensesPriorYear |
| Total Expenses Current Year | 2366784 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1124740 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -1201637 | RevenuesLessExpensesCY |
| Total Assets BOY | 26142210 | TotalAssetsBOY |
| Total Assets EOY | 24240045 | TotalAssetsEOY |
| Total Liabilities BOY | 305071 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 316554 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 25837139 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 23923491 | NetAssetsOrFundBalancesEOY |
| Mission Description | OUR MISSION IS TO ADVANCE THE EDUCATIONAL, CULTURAL, SCHOLARLY AND CREATIVE ACTIVITITES AND THE ROLE OF COMMUNITY SERVICE OF CSULA BY INCREASING PRIVATE FUNDING, RESPONSIBLY MANAGING DONATED RESOURCES AND SUPPORTING THE UNIVERSITY AND ITS DIVERSE AND DISTINCT NATURE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 388135 | Expense |
| Grants | 388135 | Grants |
| Description | GRANTS TO CALIFORNIA STATE UNIVERSITY, LOS ANGELES TO PROMOTE SCIENTIFIC, LITERARY AND EDUCATIONAL PROGRAMS | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1036141 | Expense |
| Grants | 1036141 | Grants |
| Description | SCHOLARSHIPS TO STUDENTS AT CALIFORNIA STATE UNIVERSITY, LOS ANGELES | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 1424276 | 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 | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | 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 | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 2 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| 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 | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | 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 | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | 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 |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS LEUNG | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 3233433571 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5151 STATE UNIVERSITY DRIVE ADM 514 | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90032 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (16 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| CAROL JACKSON | ||||||
| PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| ALFRED L LOPEZ | ||||||
| VICE PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| JEANETTE L GORDON | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| MAE SANTOS | ||||||
| TREASURER | 1.00 | X | X | 0 | 143788 | 33137 |
| MICHAEL J HAGERTHY | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JOHN PAUL ISAACSON | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MORRIS B JONES | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| TONY K WONG | ||||||
| MEMBER | 1.00 | X | 0 | 0 | 0 | |
| LEILA A RICCI | ||||||
| FACULTY REPRESENTATIVE | 1.00 | X | 0 | 66799 | 19328 | |
| ELAINE DRAPER | ||||||
| FACULTY REPRESENTATIVE | 1.00 | X | 0 | 100338 | 20810 | |
| JEREMY L WHITE | ||||||
| STUDENT REPRESENTATIVE | 1.00 | X | 0 | 0 | 0 | |
| NANCY HUNT | ||||||
| ACADEMIC SENATE CHAIR | 1.00 | X | 0 | 89099 | 34475 | |
| JAMES M ROSSER | ||||||
| EX. OFFICIO MEMBER | 1.00 | X | 0 | 391575 | 66068 | |
| LISA M CHAVEZ | ||||||
| EX OFFICIO MEMBER | 1.00 | X | 0 | 216878 | 56697 | |
| CARLOS ILLINGWORTH JR | ||||||
| PRESIDENT ALUMNI ASSOCIATION | 1.00 | X | 0 | 0 | 0 | |
| KYLE C BUTTON | ||||||
| EXECUTIVE DIRECTOR | 4.00 | X | 0 | 197411 | 48320 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1205888 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 278835 | 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 |
| All Other Contributions | 932308 | AllOtherContributions |
| Total Contributions | 932308 | TotalContributions |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 607505 | TotalRevenueColumn |
| Exclusion | $607,505 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 16649716 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 17036382 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -386666 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -386666 | TotalRevenueColumn |
| Related Or Exempt Function Income | -386666 | RelatedOrExemptFunctionIncome |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | OTHER MISC. REVENUE | Description |
| Business Code | 611310 | BusinessCode |
| Total Revenue Column | 12000 | TotalRevenueColumn |
| Related Or Exempt Function Income | 12000 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 12000 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1165147 | TotalRevenueColumn |
| Related Or Exempt Function Income | -374666 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $607,505 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 991457 | Total |
| Program Services | 991457 | ProgramServices |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2573 | Total |
| Management And General | 2573 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 95377 | Total |
| Management And General | 95377 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 100431 | Total |
| Management And General | 100431 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 591 | Total |
| Management And General | 591 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7540 | Total |
| Program Services | 1000 | ProgramServices |
| Management And General | 6540 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5144 | Total |
| Management And General | 5144 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices | FundraisingFundraising |
|---|---|---|---|---|
| BAD DEBT | 500000 | 500000 | ||
| DONATIONS & TRANSFERS | 256044 | 256044 | ||
| SUPPLIES AND SERVICES | 167074 | 15704 | 131091 | 20279 |
| ADMINISTRATIVE SERVICES | 76468 | 76468 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 164085 | Total |
| Program Services | 44684 | ProgramServices |
| Management And General | 52604 | ManagementAndGeneral |
| Fundraising | 66797 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2366784 | Total |
| Program Services | 1424276 | ProgramServices |
| Management And General | 855432 | ManagementAndGeneral |
| Fundraising | 87076 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 477741 | BOY |
| EOY | 556137 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1221748 | BOY |
| EOY | 1615918 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 915699 | BOY |
| EOY | 324773 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22686 | BOY |
| EOY | 22368 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 77900 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 77900 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 23504336 | BOY |
| EOY | 21720849 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26142210 | BOY |
| EOY | 24240045 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46581 | BOY |
| EOY | 61064 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 258490 | BOY |
| EOY | 255490 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 305071 | BOY |
| EOY | 316554 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1752314 | BOY |
| EOY | 1759841 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8170205 | BOY |
| EOY | 5860675 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15914620 | BOY |
| EOY | 16302975 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25837139 | BOY |
| EOY | 23923491 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26142210 | BOY |
| EOY | 24240045 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -1201637 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -712011 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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 | 6698114 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3121070 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1392399 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1499712 | CurrentTaxYearMinus1Year |
| Current Tax Year | 932308 | CurrentTaxYear |
| Total | 13643603 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 6698114 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3121070 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1392399 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1499712 | CurrentTaxYearMinus1Year |
| Current Tax Year | 932308 | CurrentTaxYear |
| Total | 13643603 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 5807378 | AmountsSubstContributorsTotal |
| Public Support Total170 | 7836225 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 634122 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 788499 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 547221 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 794311 | CurrentTaxYearMinus1Year |
| Current Tax Year | 607505 | CurrentTaxYear |
| Total | 3371658 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 17015261 | TotalSupport |
| Public Support Pertcentage170 | 0.46050 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.44200 | 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 | 19866889 | BeginningOfYearBalance |
| Contributions | 610740 | Contributions |
| Investment Earnings Or Losses | -685000 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 818452 | GrantsOrScholarships |
| End Of Year Balance | 18974177 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 16217383 | BeginningOfYearBalance |
| Contributions | 634959 | Contributions |
| Investment Earnings Or Losses | 3346381 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 331828 | GrantsOrScholarships |
| End Of Year Balance | 19866895 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 13962841 | BeginningOfYearBalance |
| Contributions | 667380 | Contributions |
| Investment Earnings Or Losses | 1771568 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 184406 | GrantsOrScholarships |
| End Of Year Balance | 16217383 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 15450034 | BeginningOfYearBalance |
| Contributions | 1798694 | Contributions |
| Investment Earnings Or Losses | -2391598 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 751671 | GrantsOrScholarships |
| Other Expenditures | 142618 | OtherExpenditures |
| End Of Year Balance | 13962841 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.04110 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.85920 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.09970 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 77900 | OtherCostOrOtherBasis |
| Depreciation | 77900 | Depreciation |
| Book Value | 0 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEPOSITS HELD FOR OTHERS | Description |
| Amount | $255,490 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 255490 | TotalOfAmounts |
| Total Revenue | 1165147 | TotalRevenue |
| Total Expenses | 2366784 | TotalExpenses |
| Excess Or Deficit For Year | -1201637 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -712011 | NetUnrealizedGLOnInvestments |
| Total Adjustments | -712011 | TotalAdjustments |
| Excess Or Deficit Per FS | -1913648 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 453136 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -712011 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | -712011 | RevenueNotRptdF990 |
| Revenue Subtotal | 1165147 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 1165147 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 2366784 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 2366784 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 2366784 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME AND STATE FRANCHISE TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE, RESPECTIVELY. ACCORDINGLY, THERE IS NO PROVISION FOR INCOME TAXES IN THE FINANCIAL STATEMENTS. THE FOUNDATION HAS IMPLEMENTED ASC TOPIC 740-10-25, INCOME TAXES OVERALL RECOGNITION, FOR UNCERTAINTY IN TAX POSITIONS AND HAS DETERMINED THERE IS NO MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. THE FOUNDATION'S FEDERAL AND STATE RETURNS FOR 2011, 2010, 2009 AND 2008 ARE SUBJECT TO EXAMINATION, GENERALLY FOR THREE YEARS (FEDERAL)AND FOUR YEARS (STATE) AFTER THEY WERE FILED. | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | Amount Of Cash GrantAmountOfCashGrant | Method Of ValuationMethodOfValuation | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|---|
| CSULA | |||||||
| 5151 STATE UNIVERSITY DRIVE | LOS ANGELES | CA | 90032 | 954386558 | 388135 | BOOK | COLLEGE GRANTS |
| CSULA | |||||||
| 5151 STATE UNIVERSITY DRIVE | LOS ANGELES | CA | 90032 | 954386558 | 1036141 | BOOK | SCHOLARSHIPS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 2 | 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 FOUNDATION MONITORS THE USE OF GRANT FUNDS BASED ON THE CRITERIA SHEET ESTABLISHED BY EACH DONOR. EACH DONOR SETS DIFFERENT CRITERIA AND THE FOUNDATION REVIEWS THE EXPENSES AGAINST THE CRITERIA SHEET TO DETERMINE IF THE EXPENSES ARE ALLOWABLE. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| 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 (4 entries)
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MAE SANTOS | |||||||||||||
| 0 | 143788 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 33137 | 0 | 176925 | 0 | 0 |
| JAMES M ROSSER | |||||||||||||
| 0 | 391575 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 66068 | 0 | 457643 | 0 | 0 |
| LISA M CHAVEZ | |||||||||||||
| 0 | 216878 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 56697 | 0 | 273575 | 0 | 0 |
| KYLE C BUTTON | |||||||||||||
| 0 | 197411 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 48320 | 0 | 245731 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 1A | ReturnReference |
| Explanation | EXECUTIVE DIRECTOR IS TAXED FOR ADDITIONAL COMPENSATION FOR MEMBERSHIP IN A BUSINESS CLUB AND THE EXECUTIVE DIRECTOR PAYS ALL NON-BUSINESS RELATED CHARGES AT THE CLUB. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS PRESENTED FOR REVIEW TO THE AUDIT COMMITTEE. THE AUDIT COMMITTEE REVIEWS AND APPROVES THE RETURN PRIOR TO ISSUANCE. BEFORE IT IS FILED, A COPY IS FORWARDED TO THE ENTIRE BOARD OF DIRECTORS FOR REVIEW | |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS SIGN AN AFFIDAVIT ANNUALY TO SHOW THERE ARE NO CONFLICTS OF INTEREST FOR THE BOARD MEMBER. | |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS ARE MADE AVAILABLE ON THE FOUNDATION'S WEBSITE ALONG WITH THE CONFLICT OF INTEREST STATEMENT. THE FINANCIAL STATEMENTS ARE MADE AVAILABLE ON THE OFFICE OF THE CHANCELLOR'S WEBSITE AND THE FOUNDATION'S WEBSITE. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -712,011. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA STATE UNIVERSITY LOS ANGELES | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5151 STATE UNIVERSITY DRIVE | AddressLine1 |
| City | LOS ANGELES | City |
| State | CA | State |
| ZIP Code | 90032 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954386558 | EIN |
| Primary Activities | INSTRUCTION/EDUCATIONAL | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 5 | PublicCharityStatus |
| Direct Controlling Entity NA | N/A | DirectControllingEntityNA |
| Controlled Org | 0 | ControlledOrg |
| 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 | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| CALIFORNIA STATE UNIVERSITY LOS ANGELES | ||
| B | 1424276 | FMV |
| CALIFORNIA STATE UNIVERSITY LOS ANGELES | ||
| O | 222624 | BOOK |
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