2013-05-15T14:09:14-05:00 2012-06-30 941254756 HOOD & STRONG LLP 100 FIRST STREET 14TH FLOOR SAN FRANCISCO CA 94105 990 2011-07-01 941384645 UNIVERSITY CORPORATION SAN FRANCISCO STATE UNIV 4153382599 1600 HOLLOWAY AVENUE ADM 350 SAN FRANCISCO CA 94132 AGNES WONG-NICKERSON 4153382599 2013-05-15 1 MARK S HANCOCK P00303463 4157810793 2011 2016-02-24 21:20:13Z AGNES WONG-NICKERSON 1600 HOLLOWAY AVENUE ADM 350 SAN FRANCISCO CA 94132 19727719 0 X HTTP://UCORP.SFSU.EDU X 1946 CA UNIVERSITY CORPORATION SERVES AS AUXILIARY ORGANIZATION OF SAN FRANCISCO STATE UNIVERSITY. 10 3 176 3 0 0 7927619 9811966 480988 1326534 940288 242843 0 81833 9348895 11463176 645605 0 0 0 2593993 2429081 0 0 0 5402554 7624325 8642152 10053406 706743 1409770 16312836 18430650 961184 1546934 15351652 16883716 X UNIVERSITY CORPORATION WAS ESTABLISHED IN 1946 FOR THE PURPOSE OF PROMOTING AND ASSISTING THE UNIVERSITY THROUGH ADMINISTRATION OF EDUCATIONAL PROJECTS, UNIVERSITY RESEARCH AND DEVELOPMENT PROJECTS, AND COMMUNITY OUTREACH PROGRAMS. (SEE SCHEDULE O FOR CONTINUATION.) THE CORPORATION HAS GRANTS, CONTRACTS AND AGREEMENTS WITH STATE, LOCAL AND PRIVATE AGENCIES AND ORGANIZATIONS. 0 0 1628992 903709 WHIRLWIND WHEELCHAIR INTERNATIONAL WORKS TOGETHER WITH INDEPENDENTLY-OWNED FACTORIES AROUND THE WORLD TO PRODUCE EXCELLENT QUALITY CHAIRS. FROM THE HEADQUARTERS AT SFSU, THE WHIRLWIND ENGINEERING TEAM MONITORS PRODUCTION QUALITY AT FIVE CERTIFIED REGIONAL WHEELCHAIR MANUFACTURERS IN MEXICO, SOUTH AFRICA, VIETNAM, TURKEY AND INDONESIA. THE WHIRLWIND NETWORK FUNCTIONS AS NON-PROFIT SOCIAL BUSINESS. THIS MARKET-BASED APPROACH TO OUR SOCIAL MISSION SUPPLIES WHIRLWIND DONORS, PURCHASERS AND ULTIMATELY WHEELCHAIR RIDERS WITH AN EFFICIENT, HIGH QUALITY AND COST COMPETITIVE PRODUCTION SYSTEM. 422084 129155 A PREDECESSOR OF WHIRLWIND WHEELCHAIR INTERNATIONAL, WHEELED MOBILITY CENTER WORKS TO MAKE IT POSSIBLE FOR EVERY PERSON IN THE WORLD WHO NEEDS A HIGH QUALITY WHEELCHAIR TO OBTAIN ONE, LEADING TO MAXIMUM PERSONAL INDEPENDENCE AND INTEGRATION INTO SOCIETY. BY GIVING WHEELCHAIR RIDERS A CENTRAL ROLE IN ALL ASPECTS OF OUR DESIGNS AND PROJECTS, WHIRLWIND ENSURES THAT OUR CHAIRS ARE INDIVIDUALLY APPROPRIATE FOR EACH USER AND HIS OR HER RESPECTIVE ENVIRONMENT. FOR THIRTY YEARS IN OVER 40 COUNTRIES, WE HAVE FOCUSED ON PRODUCING DURABLE, LOW-COST, AND HIGHLY FUNCTIONAL WHEELCHAIRS. THESE CHAIRS GIVE RIDERS THE RELIABLE AND FUNCTIONAL MOBILITY THEY NEED TO REACH THEIR FULL POTENTIAL. OUR ACTIVE ADULT WHEELCHAIR DESIGN, THE ROUGHRIDER, IS USED BY 25,000 RIDERS TRAVELING OVER EVERY TERRAIN THAT ONLY THE BEST OF WHEELCHAIRS CAN CROSS, FROM MUDDY VILLAGE PATHS TO ROUGH POT-HOLED URBAN STREETS. 342411 293670 THE PACIFIC LEADERSHIP INSTITUTE BUILDS A MORE POSITIVE, EFFECTIVE AND RESILIENT COMMUNITY THROUGH THE DEVELOPMENT OF OUR YOUTH. WE DELIVER INSPIRING TEAM ADVENTURES FOCUSING ON PERSONAL AND GROUP DEVELOPMENT THAT INCLUDE ADVENTURE CHALLENGE COURSES, TEAM BUILDING EVENTS AND WORKSHOPS TO A WIDE RANGE OF OUR COMMUNITY. THE PACIFIC LEADERSHIP INSTITUTE TRAINS AND ENGAGES YOUTH TO PLAY A LEADERSHIP ROLE IN OUR PROGRAMS. THE YOUTH LEAD! PROGRAM OFFERS PRACTICAL EXPERIENCE, POSITIVE CIVIC ENGAGEMENT AND CULTIVATES LEADERSHIP AND PERSONAL GROWTH. 6019118 6019118 8412605 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 153 0 176 1 0 0 0 0 0 1 1 0 0 0 0 X 10 3 0 0 0 0 0 0 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X AGNES WONG-NICKERSON 4153382599 1600 HOLLOWAY AVE ADM 350 SAN FRANCISCO CA 94132 X DON SCOBLE 4.00 X X 0 86760 0 JO VOLKERT 4.00 X X 0 163896 44299 CHARLOTTE FERRETTI 4.00 X X 0 164052 41365 AGNES WONG-NICKERSON 4.00 X X 0 163638 43274 PHIL KING 4.00 X 0 83676 33404 AZNAUR MIDOV 4.00 X 0 0 0 MICHAEL POTEPAN 4.00 X 0 90763 33195 ALEXANDRA KHARMATS 4.00 X 0 0 0 PAMELA VAUGHN 2.00 X 0 100304 36941 NANCY HAYES 4.00 X 0 211759 45430 LEROY MORISHITA 0.00 X 0 175177 31897 0 1240025 309805 0 1 1 0 SFSU ACCOUNTING OFFICE 1600 HOLLOWAY AVENUE SAN FRANCISCO CA 94132 PROGRAM RELATED ADMIN EXPENSE 1153227 YOUTH UPRISING 8711 MACARTHUR BOULEVARD OAKLAND CA 94605 PROGRAM RELATED ADMIN EXPENSE 122000 HOLLAND & KNIGHT LLP PO BOX 864084 ORLANDO FL 32886 GOVERNMENT AFFAIRS 108000 SAN FRANCISCO COMMUNITY COLLEGE DISTRICT PO BOX 39000 SAN FRANCISCO CA 94139 PROGRAM RELATED ADMIN EXPENSE 100063 4 84030 1276457 406574 8044905 9811966 OPERATING REVENUE 611710 849782 849782 FACILITIES RENTAL 611710 435926 435926 OTHER PROGRAM REVENUE 611710 40826 40826 1326534 209862 209862 73863 73863 8022154 7989173 32981 32981 32981 283340 84030 275370 7970 7970 11463176 1326534 0 324676 63208 63208 1873553 1873553 492320 471015 21305 12016 1255 10761 1121844 218951 902893 48117 48117 855536 774342 81194 71645 71434 211 2228257 2186878 41379 149 149 5725 5725 261696 216247 45449 230510 230510 2911 2911 204782 204782 247053 247053 54813 21317 33496 STUDENT SCHOLARSHIPS 1154044 1154044 HOSPITALITY 377031 338939 38092 STIPENDS 170177 170177 HONORARIUM 140692 137732 2960 437327 269436 167891 10053406 8412605 1640801 0 828205 291298 42194 45633 1260070 1604698 641054 783484 4951909 2685391 2512427 2266518 10221612 7609747 807274 5829272 16312836 18430650 961184 1196934 350000 961184 1546934 X 7474016 4928399 7337255 11411045 540381 544272 15351652 16883716 16312836 18430650 X 1409770 122294 X 0 1 1 X 0 X 5076624 14226118 5177002 7927619 8535509 40942872 5076624 14226118 5177002 7927619 8535509 40942872 4043304 36899568 1715241 629216 626914 227381 283725 3482477 283340 283340 44708689 9827213 0.82530 0.87510 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 540381 3891 544272 509411 36184 5214 540381 33738564 3916885 5844414 42921552 68900 509411 36556787 5800000 5947732 1761388 33738564 1.00000 0 0 2503184 932284 1570900 2448725 1753107 695618 2266518 INVESTMENT IN LAIF 2970569 F CORPORATE DEBT SECURITIES 1639203 F ALTERNATIVE INVESTMENTS 1219500 F 5829272 11463176 10053406 1409770 122294 122294 1532064 11585470 122294 122294 11463176 0 11463176 10053406 0 10053406 0 10053406 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE CORPORATION IS A NOT-FOR-PROFIT CORPORATION AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THE CALIFORNIA TAX CODE. CONTINUANCE OF SUCH EXEMPTION IS SUBJECT TO COMPLIANCE WITH LAWS AND REGULATIONS OF THE TAXING AUTHORITIES. CERTAIN ACTIVITIES CONSIDERED UNRELATED TO THE TAX EXEMPT PURPOSES OF THE CORPORATION MAY GENERATE INCOME THAT IS TAXABLE. NO PROVISION HAS BEEN RECORDED FOR INCOME TAXES, AS THE NET INCOME, IF ANY, FROM UNRELATED BUSINESS, IN THE OPINION OF MANAGEMENT, IS NOT MATERIAL TO THE BASIC FINANCIAL STATEMENTS TAKEN AS A WHOLE. 1 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES TO RECEIVE FUNDS EXCLUSIVELY EARMARKED FOR PURCHASING WHIRLWIND CHAIRS MADE IN OTHER COUNTRIES AND TO PAY OUT THE PURCHASE PRICE AND DIRECTLY RELATED COSTS. 1385257 NORTH AMERICA 0 0 PROGRAM SERVICES TO RECEIVE FUNDS EXCLUSIVELY EARMARKED FOR PURCHASING WHIRLWIND CHAIRS MADE IN OTHER COUNTRIES AND TO PAY OUT THE PURCHASE PRICE AND DIRECTLY RELATED COSTS. 35225 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES TO RECEIVE FUNDS EXCLUSIVELY EARMARKED FOR PURCHASING WHIRLWIND CHAIRS MADE IN OTHER COUNTRIES AND TO PAY OUT THE PURCHASE PRICE AND DIRECTLY RELATED COSTS. 142228 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES TO RECEIVE FUNDS EXCLUSIVELY EARMARKED FOR PURCHASING WHIRLWIND CHAIRS MADE IN OTHER COUNTRIES AND TO PAY OUT THE PURCHASE PRICE AND DIRECTLY RELATED COSTS. 29150 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES TO RECEIVE FUNDS EXCLUSIVELY EARMARKED FOR PURCHASING WHIRLWIND CHAIRS MADE IN OTHER COUNTRIES AND TO PAY OUT THE PURCHASE PRICE AND DIRECTLY RELATED COSTS. 119095 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES TO RECEIVE FUNDS EXCLUSIVELY EARMARKED FOR PURCHASING WHIRLWIND CHAIRS MADE IN OTHER COUNTRIES AND TO PAY OUT THE PURCHASE PRICE AND DIRECTLY RELATED COSTS. 9803 SOUTH ASIA 0 0 PROGRAM SERVICES TO RECEIVE FUNDS EXCLUSIVELY EARMARKED FOR PURCHASING WHIRLWIND CHAIRS MADE IN OTHER COUNTRIES AND TO PAY OUT THE PURCHASE PRICE AND DIRECTLY RELATED COSTS. 4258 SOUTH AMERICA 0 0 PROGRAM SERVICES TO RECEIVE FUNDS EXCLUSIVELY EARMARKED FOR PURCHASING WHIRLWIND CHAIRS MADE IN OTHER COUNTRIES AND TO PAY OUT THE PURCHASE PRICE AND DIRECTLY RELATED COSTS. 3345 0 0 0 0 0 0 1728361 0 1728361 0 0 0 0 0 0 PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: SCHEDULE F, PART I, LINE 2: THE ORGANIZATION RECEIVED REPORTS FROM GRANT RECIPIENTS ON THE USE OF FUNDS. ALUMNI ASSOCIATION 162720 840 161880 78540 40600 PERSONALIZED MEDICINE 43500 41500 2000 2200 7160 5450 8 161150 41690 119460 200 36260 104960 367370 84030 283340 2400 121960 151010 275370 7970 0 0 0 0 0 0 0 0 0 JO VOLKERT 0 163896 0 0 0 0 0 29425 0 14874 0 208195 0 0 CHARLOTTE FERRETTI 0 152052 0 0 0 12000 0 27598 0 13767 0 205417 0 0 AGNES WONG-NICKERSON 0 147222 0 0 0 16416 0 29425 0 13849 0 206912 0 0 NANCY HAYES 0 211759 0 0 0 0 0 38054 0 7376 0 257189 0 0 LEROY MORISHITA 0 167977 0 0 0 7200 0 23976 0 7921 0 207074 0 0 SUPPLEMENTAL INFORMATION PART III OFFICERS AND DIRECTORS OF UNIVERSITY CORPORATION ARE UNCOMPENSATED. THE INDIVIDUALS LISTED ON SCHEDULE J, PART II ARE ALSO EMPLOYEES OF, AND WERE COMPENSATED BY, SAN FRANCISCO STATE UNIVERSITY. FORM 990, PART VI, SECTION A, LINE 7B THE NOMINEE COMMITTEE SELECTS STUDENT NOMINEES FOR SCHOLARSHIPS. THE PRESIDENT OF THE UNIVERSITY APPROVES THE NOMINEES BEFORE THEY CAN GO TO THE BOARD FOR APPROVAL. THE PRESIDENT OF THE UNIVERSITY ALSO HAS TO APPROVE THE BUDGET OF THE AUXILIARY AFTER THE BOARD APPROVES IT BEFORE IT BECOMES FINAL. THE PRESIDENT HAS APPOINTED A VOTING DESIGNEE. FORM 990, PART VI, SECTION B, LINE 11 THE ORGANIZATION'S ACCOUNTING FIRM FORWARDED THE FORM 990 TO THE COO/CFO. THE COO FORWARDED THE FORM 990 TO THE BOARD MEMBERS FOR REVIEW PRIOR TO FILING. ANY QUESTIONS BY THE BOARD MEMBERS WERE ANSWERED BY THE COO. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY AND STATEMENT IS SENT OUT ANNUALLY TO ALL BOARD MEMBERS, OFFICERS, DIRECTORS AND MANAGERS FOR COMPLETION. THE BOARD MEMBERS, OFFICERS, DIRECTORS AND MANAGERS ARE ASKED TO IDENTIFY ANY POTENTIAL CONFLICT OF INTEREST THEY HAVE. CURRENTLY, THE PROCESS IS SELF ENFORCED. THE COMPLETED CONFLICT OF INTEREST POLICY & STATEMENTS ARE HELD IN THE CORPORATION'S FILES AND NOTIFICATION OF COMPLETION IS SENT TO THE UNIVERSITY. FORM 990, PART VI, SECTION B, LINE 15 THE REVIEW PROCESS COMPLIES WITH THE UNIVERSITY CORPORATION, SAN FRANCISCO STATE COMPENSATION POLICY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON THE CORPORATION'S WEBSITE. HOURS DEVOTED TO RELATED ORGANIZATIONS PER WEEK FORM 990, PART VII, SECTION A, COLUMN B NAME HOURS ______________________________________ DON SCOBLE 36 JO VOLKERT 36 CHARLOTTE FERRETTI 36 AGNES WONG-NICKERSON 36 PHIL KING 36 MICHAEL POTEPAN 36 NANCY HAYES 36 PAMELA VAUGHN 38 CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 122,294. SAN FRANCISCO STATE UNIVERSITY 1600 HOLLOWAY AVE SAN FRANCISCO CA 94132 931137247 EDUCATION CA 501(C)(3) LINE 2 N/A 0 SAN FRANCISCO STATE UNIVERSITY FOUNDATION 1600 HOLLOWAY AVE ADM 151 SAN FRANCISCO CA 94132 291169717 SUPPORT SAN FRANCISCO STATE UNIVERSITY CA 501(C)(3) LINE 5 SAN FRANCISCO STATE UNIVERSITY 0 0 0 0 0 0 0 1 0 0 1 0 0 1 1 1 1 1 1