SAN DIEGO STATE UNIVERSITY FOUNDATION: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- SAN DIEGO STATE UNIVERSITY FOUNDATION (EIN 95-6042721)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-03-17
- IRS object ID
- 201110769349300526
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-03-17T16:40:12-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RSM McGladrey Inc | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1455 FRAZEE ROAD SUITE 600 | AddressLine1 |
| City | SAN DIGEO | City |
| State | CA | State |
| ZIP Code | 921084307 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956042721 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAN DIEGO STATE UNIVERSITY FOUNDATION | BusinessNameLine1 |
| Business Name Line2 | DBA SDSU RESEARCH FOUNDATION | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SAND | NameControl |
| Phone | 6195945771 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5250 CAMPANILE DRIVE | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 921821947 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAN M GILBREATH | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 6195945771 | Phone |
| Date Signed | 2011-03-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Rosemarie Brown | Name |
| Phone | 6192817764 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DAN M GILBREATH | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5250 CAMPANILE DRIVE | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 921821947 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 202288542 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | HTTP://WWW.FOUNDATION.SDSU.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1943 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | Provide and augment the research, educational and community service programs of SDSU. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 4 | NbrIndependentVotingMembers |
| Total Nbr Employees | 4467 | TotalNbrEmployees |
| Total Nbr Volunteers | 350 | TotalNbrVolunteers |
| Total Gross UBI | 504061 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -97348 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 71939174 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 79289199 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 93442789 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 91370102 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 14696359 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1704558 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | -1080750 | OtherRevenuePriorYear |
| Other Revenue Current Year | -1410440 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 178997572 | TotalRevenuePriorYear |
| Total Revenue Current Year | 170953419 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 6813270 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 7597745 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 87218026 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 93617388 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 344158 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 311058 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2897503 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 67016834 | OtherExpensePriorYear |
| Other Expenses Current Year | 67516776 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 161392288 | TotalExpensesPriorYear |
| Total Expenses Current Year | 169042967 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 17605284 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1910452 | RevenuesLessExpensesCY |
| Total Assets BOY | 175791345 | TotalAssetsBOY |
| Total Assets EOY | 181850590 | TotalAssetsEOY |
| Total Liabilities BOY | 118956380 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 120220319 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 56834965 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 61630271 | NetAssetsOrFundBalancesEOY |
| Mission Description | PROVIDE AND AUGMENT PROGRAMS THAT ARE INTEGRAL TO THE RESEARCH, EDUCATIONAL AND COMMUNITY SERVICE OBJECTIVES OF SDSU. TO DEVELOP AND ADMINISTER EXTERNALLY FUNDED PROJECTS THAT CHALLENGE STUDENTS, SERVE SOCIETY AND OFFER INNOVATIVE SOLUTIONS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 107969716 | Expense |
| Grants | 7597745 | Grants |
| Revenue | 126100292 | Revenue |
| Description | SDSU Research Foundation "SDSURF" facilitates the sponsored research efforts of SDSU faculty who are researching issues important to our region, the nation, and the world. Examples include the SDSU seismologist who has created the largest-ever simulation of a magnitude 8.0 earthquake - helping to prepare emergency responders to better deal with this type of disaster; the biologist studying how cellular processes are influenced by HIV-1 infection; and the health scientist studying the health and environmental impacts of vehicle delays at the US-Mexico border on air quality. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 28846754 | Expense |
| Revenue | 28893518 | Revenue |
| Description | SDSURF facilitates the work of projects that focus on campus and community improvement. Examples include SDSU's College of Extended Studies which offers a wide variety of lifelong learning classes, seminars, career advancement courses, and certificate programs including the American Language Institute which teaches English language courses to students from throughout the world; and SDSU's Entrepreneurial Management Center which has become a stellar example of what can result when academic talent, local industry, and private donors join forces, balancing the very latest in scholastic knowledge with hands-on experience. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 13475574 | Expense |
| Revenue | 14038731 | Revenue |
| Description | KPBS enriches the lives of people in San Diego and Imperial Counties through unique media services. These high quality public service activities educate, inspire, entertain, and advance civic involvement, celebration of culture and the power of diverse perspectives. The most visible areas of KPBS are its media outlets, KPBS-TV, 89.5 FM and kpbs.org. KPBS platforms deliver award winning news and information like no one else in San Diego. But KPBS is also a diverse organization with many different - and educational - activities that touch the community outside of its airwaves. San Diego State University is the PBS licensee. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 150292044 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 1 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 1 | MoreThan5000KToIndividuals |
| Professional Fundraising | 1 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| 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 | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 1049 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 4467 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form1098 C Filed | 1 | Form1098CFiled |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 4 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELINDA S COIL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 6195945771 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5250 CAMPANILE DRIVE | AddressLine1 |
| City | SAN DIEGO | City |
| State | CA | State |
| ZIP Code | 921821947 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (29 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| DEBRA K KELLEY | |||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||||
| KAREN D EMMOREY | |||||||||
| RESEARCH-FACULTY | 20.00 | X | 67024 | 102678 | 47968 | ||||
| BRIAN K FINCH | |||||||||
| RESEARCH-FACULTY | 20.00 | X | 63257 | 92956 | 44166 | ||||
| THOMAS R SCOTT | |||||||||
| VICE PRESIDENT | 5.00 | X | 0 | 195441 | 48233 | X | |||
| GENE G LAMKE | |||||||||
| SECRETARY | 2.00 | X | 0 | 48574 | 0 | X | |||
| GAIL K NAUGHTON | |||||||||
| RESEARCH-DEAN | 20.00 | X | 81823 | 186818 | 65848 | ||||
| STEPHEN L WEBER | |||||||||
| PRESIDENT | 5.00 | X | 0 | 286871 | 82344 | X | |||
| SALLY F ROUSH | |||||||||
| TREASURER | 5.00 | X | 0 | 220353 | 53179 | X | |||
| JAMES R KITCHEN | |||||||||
| DIRECTOR | 5.00 | X | 0 | 191612 | 53225 | ||||
| NANCY A MARLIN | |||||||||
| DIRECTOR | 5.00 | X | 0 | 240142 | 56596 | ||||
| SANFORD I BERNSTEIN | |||||||||
| RESEARCH-FACULTY | 10.00 | X | 35704 | 108500 | 46412 | ||||
| WALTER A TURNER JR | |||||||||
| DIRECTOR | 2.00 | X | 0 | 0 | 0 | ||||
| MARY ANN LYMAN-HAGER | |||||||||
| RESEARCH-FACULTY | 20.00 | X | 67499 | 105524 | 42841 | ||||
| Tyler Boden | |||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||||
| Arthur B Ellis | |||||||||
| DiRECTOR | 1.00 | X | 0 | 0 | 0 | ||||
| Marilyn Newoff | |||||||||
| Dean | 1.00 | X | 0 | 176280 | 44287 | ||||
| Paula S Brock | |||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||||
| MELINDA S COIL | |||||||||
| CFO | 50.00 | 154429 | 0 | 31541 | X | ||||
| DAN M GILBREATH | |||||||||
| EXECUTIVE DIRECTOR | 40.00 | 37592 | 128749 | 52814 | X | ||||
| WILLIAM T HUSHEN | |||||||||
| ASSOC EXEC DIRECTOR | 40.00 | 160395 | 0 | 28035 | X | ||||
| Michele Goetz | |||||||||
| Assoc EXEC DIRECTOR | 50.00 | 150726 | 0 | 27231 | X | ||||
| Tom Karlo | |||||||||
| GM - KPBS | 40.00 | 0 | 184254 | 52521 | X | ||||
| STEPHEN FISHER | |||||||||
| COACH | 50.00 | 399110 | 243957 | 58503 | X | ||||
| EDWARD RILEY | |||||||||
| RESEARCH-FACULTY | 20.00 | 57438 | 243865 | 63705 | X | ||||
| JEFFREY SCHEMMEL | |||||||||
| ATHLETIC DIRECTOR | 40.00 | 82008 | 220706 | 51334 | X | ||||
| Brady Hoke | |||||||||
| Coach | 50.00 | 465000 | 201189 | 58899 | X | ||||
| Melbourne Hovell | |||||||||
| Top 5-Research-Faculty | 30.00 | 113782 | 153223 | 55871 | X | ||||
| JOHN P ELDER | |||||||||
| DIRECTOR-RESEARCH-FACULTY | 30.00 | 133094 | 175624 | 63332 | X | ||||
| CHARLES LONG | |||||||||
| Former Coach | 0.00 | 504998 | 202051 | 59645 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2573879 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 3709367 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1188530 | TotalOtherCompensation |
| Number Individuals GT100 K | 34 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressForeign/AddressLine1 | CityAddressOfContractor/AddressForeign/City | CountryAddressOfContractor/AddressForeign/Country | Postal CodeAddressOfContractor/AddressForeign/PostalCode | Description Of ServicesDescriptionOfServices | CompensationCompensation | Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode |
|---|---|---|---|---|---|---|---|---|---|
| COLLEGE CONTACTCOM | |||||||||
| HAMMER STR 39 | MUENSTER | GM | 48153 | STUDENT RECRUITMENT | 339244 | ||||
| MCGLADREY & PULLEN LLP | |||||||||
| ACCOUNTING | 268104 | 18401 VON KARMAN AVE 5th Fl | IRVINE | CA | 92612 | ||||
| CHARITABLE AUTO RESOURCES INC | |||||||||
| FUNDRAISING | 256382 | 4669 Murphy Canyon Rd Ste 100 | SAN DIEGO | CA | 92123 | ||||
| Hecht Solberg Robinson Goldberg & Bagley | |||||||||
| LEGAL | 203086 | 600 West Broadway 8th Fl | SAN DIEGO | CA | 92101 | ||||
| CARPI & CLAY INC | |||||||||
| CONSULTING | 180000 | ONE MASSACHUSETTS AVENUE NW | WASHINGTON | DC | 20001 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 6 | NumberOfContractorsGT100K |
| Membership Dues | 54671 | MembershipDues |
| Fundraising Events | 63574 | FundraisingEvents |
| Government Grants | 53735369 | GovernmentGrants |
| All Other Contributions | 25435585 | AllOtherContributions |
| Noncash Contributions | 1606663 | NoncashContributions |
| Total Contributions | 79289199 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| CONTRACTS-GOVT | 541900 | 46252077 | 46252077 | |
| FEES & TUITION | 611600 | 22382063 | 22382063 | |
| CONTRACTS-NON-GOVT | 541900 | 14678521 | 14678521 | |
| CAMPUS & COMMUNITY | 515100 | 8056371 | 7576290 | 480081 |
| ADVERTISING | 511120 | 1070 | 1070 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 91370102 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1565075 | TotalRevenueColumn |
| Exclusion | $1,565,075 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 243163 | TotalRevenueColumn |
| Exclusion | $243,163 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 9499493 | Real |
| Personal | 27724 | Personal |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 11157152 | Real |
| Personal | 13825 | Personal |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -1657659 | Real |
| Personal | 13899 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -1643760 | TotalRevenueColumn |
| Unrelated Business Revenue | 13899 | UnrelatedBusinessRevenue |
| Exclusion | -$1,657,659 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 20164528 | Securities |
| Other | 96808 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 20030566 | Securities |
| Other | 91287 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 133962 | Securities |
| Other | 5521 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 139483 | TotalRevenueColumn |
| Exclusion | $139,483 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 20303 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 63574 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 42293 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -21990 | TotalRevenueColumn |
| Exclusion | -$21,990 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | PASSTHROUGH ENTITIES | Description |
| Business Code | 515100 | BusinessCode |
| Total Revenue Column | 12147 | TotalRevenueColumn |
| Related Or Exempt Function Income | 632 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 9011 | UnrelatedBusinessRevenue |
| Exclusion | $2,504 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 12147 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 170953419 | TotalRevenueColumn |
| Related Or Exempt Function Income | 90889583 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 504061 | UnrelatedBusinessRevenue |
| Exclusion | $270,576 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7506023 | Total |
| Program Services | 7506023 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 91722 | Total |
| Program Services | 91722 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1248580 | Total |
| Program Services | 360907 | ProgramServices |
| Management And General | 887673 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 71700619 | Total |
| Program Services | 62047084 | ProgramServices |
| Management And General | 7877646 | ManagementAndGeneral |
| Fundraising | 1775889 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5033886 | Total |
| Program Services | 4315997 | ProgramServices |
| Management And General | 595072 | ManagementAndGeneral |
| Fundraising | 122817 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9943041 | Total |
| Program Services | 8525051 | ProgramServices |
| Management And General | 1175400 | ManagementAndGeneral |
| Fundraising | 242590 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5691262 | Total |
| Program Services | 4879624 | ProgramServices |
| Management And General | 672783 | ManagementAndGeneral |
| Fundraising | 138855 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 396910 | Total |
| Program Services | 47629 | ProgramServices |
| Management And General | 349281 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 268104 | Total |
| Management And General | 268104 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 180000 | Total |
| Management And General | 180000 | ManagementAndGeneral |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 311058 | Total |
| Fundraising | 311058 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7630272 | Total |
| Program Services | 7083705 | ProgramServices |
| Management And General | 473274 | ManagementAndGeneral |
| Fundraising | 73293 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4782074 | Total |
| Program Services | 3748363 | ProgramServices |
| Management And General | 1025307 | ManagementAndGeneral |
| Fundraising | 8404 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3703400 | Total |
| Program Services | 3384163 | ProgramServices |
| Management And General | 289045 | ManagementAndGeneral |
| Fundraising | 30192 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 789991 | Total |
| Program Services | 762509 | ProgramServices |
| Management And General | 27482 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4124427 | Total |
| Program Services | 4124427 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 296497 | Total |
| Program Services | 215908 | ProgramServices |
| Management And General | 80472 | ManagementAndGeneral |
| Fundraising | 117 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| SUBCONTRACTS | 15727496 | 15727496 | ||
| OPERATING EXPENSES | 7017360 | 6513892 | 348876 | 154592 |
| SUPPLIES | 6017167 | 5558755 | 451195 | 7217 |
| Dues & Fees | 3989605 | 3725303 | 262982 | 1320 |
| PROFESSIONAL DEVELOPMEN | 3838757 | 3448842 | 378295 | 11620 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8754716 | Total |
| Program Services | 8224644 | ProgramServices |
| Management And General | 510533 | ManagementAndGeneral |
| Fundraising | 19539 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 169042967 | Total |
| Program Services | 150292044 | ProgramServices |
| Management And General | 15853420 | ManagementAndGeneral |
| Fundraising | 2897503 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3638320 | BOY |
| EOY | 2482500 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24997653 | BOY |
| EOY | 19872639 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19604889 | BOY |
| EOY | 18390327 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9012902 | BOY |
| EOY | 3763485 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3936031 | BOY |
| EOY | 3507916 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 130470019 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 47346744 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74468620 | BOY |
| EOY | 83123275 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40132930 | BOY |
| EOY | 50710448 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 175791345 | BOY |
| EOY | 181850590 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15140826 | BOY |
| EOY | 16863167 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7934501 | BOY |
| EOY | 7201368 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46715000 | BOY |
| EOY | 44788137 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12596790 | BOY |
| EOY | 12433927 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 36569263 | BOY |
| EOY | 38933720 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 118956380 | BOY |
| EOY | 120220319 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 44849281 | BOY |
| EOY | 28082186 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7377896 | BOY |
| EOY | 28901108 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4607788 | BOY |
| EOY | 4646977 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56834965 | BOY |
| EOY | 61630271 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 175791345 | BOY |
| EOY | 181850590 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
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 | 72876489 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 67277911 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 68406485 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 71939174 | CurrentTaxYearMinus1Year |
| Current Tax Year | 79289199 | CurrentTaxYear |
| Total | 359789258 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 72876489 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 67277911 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 68406485 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 71939174 | CurrentTaxYearMinus1Year |
| Current Tax Year | 79289199 | CurrentTaxYear |
| Total | 359789258 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 359789258 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 8938509 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9958285 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9484185 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 928801 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1565075 | CurrentTaxYear |
| Total | 30874855 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 33700 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 445268 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 306034 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 290112 | CurrentTaxYearMinus1Year |
| Current Tax Year | 243163 | CurrentTaxYear |
| Total | 1318277 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 391982390 | TotalSupport |
| Gross Receipts From Admissions Etc | 207858001 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.91790 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.89990 | 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $180,000 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 0 | OtherActivities |
| Total Lobbying Expenditures IIB | 180000 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part II-B, Line 1i: | Identifier |
| Return Reference | Explanation of Other Lobbying Activities: | ReturnReference |
| Explanation | SDSU RESEARCH FOUNDATION PAID $180,000 TO THE FIRM OF CARPI & CLAY, INC. DURING THE FISCAL YEAR. THE FIRM REPRESENTS SDSU RESEARCH FOUNDATION'S INTERESTS IN WASHINGTON, D.C., PRIMARILY IN ACTIVITIES THAT INVOLVE THE COMPETITION FOR FEDERAL RESEARCH FUNDS. | Explanation |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 14628436 | BeginningOfYearBalance |
| Contributions | 680794 | Contributions |
| Investment Earnings Or Losses | 1575200 | InvestmentEarningsOrLosses |
| Other Expenditures | 706413 | OtherExpenditures |
| End Of Year Balance | 16178017 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 17802288 | BeginningOfYearBalance |
| Contributions | 315805 | Contributions |
| Investment Earnings Or Losses | -2600433 | InvestmentEarningsOrLosses |
| Other Expenditures | 889224 | OtherExpenditures |
| End Of Year Balance | 14628436 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.68000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.22000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.10000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 505969 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 22204975 | OtherCostOrOtherBasis |
| Book Value | 22710944 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 525852 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 83170534 | OtherCostOrOtherBasis |
| Depreciation | 27605202 | Depreciation |
| Book Value | 56091184 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 23948822 | OtherCostOrOtherBasis |
| Depreciation | 19741542 | Depreciation |
| Book Value | 4207280 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 113867 | OtherCostOrOtherBasis |
| Book Value | 113867 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 83123275 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| AMOUNTS HELD FOR OTHERS | $693,191 |
| DUE TO SDSU AUXILIARY | $35,566,767 |
| OTHER LIABILITIES | $2,673,762 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 38933720 | TotalOfAmounts |
| Total Revenue | 170953419 | TotalRevenue |
| Total Expenses | 169042967 | TotalExpenses |
| Excess Or Deficit For Year | 1910452 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1579527 | NetUnrealizedGLOnInvestments |
| Other | $1,305,327 | OtherAmount |
| Total Adjustments | 2884854 | TotalAdjustments |
| Excess Or Deficit Per FS | 4795306 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 183690098 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1579527 | NetUnrealizedGainsInvestments |
| Other Revenues | 11157152 | OtherRevenues |
| Revenue Not Rptd F990 | 12736679 | RevenueNotRptdF990 |
| Revenue Subtotal | 170953419 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 170953419 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 178894792 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 11157152 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 11157152 | ExpensesNotRptdF990 |
| Expenses Subtotal | 167737640 | ExpensesSubtotal |
| Other Expenses Not Included | 1305327 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 1305327 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 169042967 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part V, Line 4: | Description of Intended Use of Endowment Funds: | INTENDED USES OF ENDOWMENT FUND TO PROVIDE INTER-GENERATIONAL INCOME TO AUGMENT PROGRAMS THAT ARE AN INTEGRAL PART OF THE RESEARCH, EDUCATIONAL AND COMMUNITY SERVICE MISSION OF SAN DIEGO STATE UNIVERSITY. |
| Part X: | Description of Uncertain Tax Positions Under FIN 48: | Uncertain Tax Positions Under ASC 740 (FIN 48) SDSU Research Foundation has adopted certain provisions of ASC 740 (FIN 48), Accounting for Income Taxes. SDSURF has reviewed its tax position for all open tax years and concluded that the adoption of the provisions of ASC 740 (FIN 48) did not have an impact on the financial statement position. |
| Part XI, Line 8 - Other Adjustments: | INCREASE IN EQUITY OF PLANT FUND ASSETS: 1305327. | |
| Part XII, Line 2d - Other Adjustments: | RENTAL EXPENSES NETTED ON TAX RETURN: 11157152. | |
| Part XIII, Line 2d - Other Adjustments: | RENTAL EXPENSES NETTED ON TAX RETURN: 11157152. | |
| Part XIII, Line 4b - Other Adjustments: | INCREASE IN EQUITY OF PLANT FUND ASSETS: 1305327. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (12 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures | Specific Services ProvidedSpecificServicesProvided |
|---|---|---|---|---|---|
| EAST ASIA & THE PACIFIC | 0 | 0 | Grants | 10603 | |
| Central America & Caribbean | 0 | 0 | Grants | 2400 | |
| EUROPE | 0 | 0 | GRANTS | 29176 | |
| MIDDLE EAST & NO AFRICA | 0 | 0 | Grants | 2460 | |
| NORTH AMERICA | 0 | 0 | Grants | 13787 | |
| RUSSIA | 0 | 0 | GRANTS | 5000 | |
| SOUTH AMERICA | 0 | 0 | GRANTS | 7735 | |
| Europe | 0 | 28 | Program | 604445 | Teaching |
| Middle East | 0 | 0 | Grant | 16161 | |
| Middle East & N Africa | 0 | 8 | Program | 222584 | Teaching |
| South Asia | 0 | 0 | Grants | 1100 | |
| Sub-Saharan Africa | 0 | 0 | Grants | 3300 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 36 | TotalNumberOfEmployees |
| Total Amount Spent | 918751 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Middle East | Region |
| Purpose Of Grant | AGRICULTURE | PurposeOfGrant |
| Amount Of Cash Grant | 16161 | AmountOfCashGrant |
| Manner Of Cash Disbursement | WIRE | MannerOfCashDisbursement |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 0 | TotalNumberOf501c3Orgs |
| Total Number Of Other Orgs | 1 | TotalNumberOfOtherOrgs |
Grants To Ind Outside US GrantsToIndOutsideUS (14 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement |
|---|---|---|---|---|
| BOOKS | EUROPE | 7 | 6900 | CHECK |
| TRAVEL ASSISTANCE | EAST ASIA | 3 | 1503 | CHECK |
| TRAVEL ASSISTANCE | EAST ASIA | 1 | 300 | WIRE |
| TRAVEL ASSISTANCE | EUROPE | 11 | 22276 | CHECK |
| TRAVEL ASSISTANCE | Middle East | 1 | 1360 | CHECK |
| TRAVEL ASSISTANCE | NORTH AMERICA | 7 | 13787 | CHECK |
| TRAVEL ASSISTANCE | SOUTH AMERICA | 1 | 35 | CHECK |
| Books | Central America | 3 | 2400 | CHECK |
| Books | East Asia | 8 | 8800 | CHECK |
| Books | Middle East | 1 | 1100 | CHECK |
| Books | russia | 7 | 5000 | CHECK |
| Books | South America | 7 | 7700 | CHECK |
| Books | South Asia | 1 | 1100 | CHECK |
| Books | Sub-Saharan Africa | 3 | 3300 | CHECK |
Form990 Schedule F Part IV Form990ScheduleFPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Procedure for Monitoring Grants Outside the U.S.: | Identifier |
| Explanation | Schedule F, Part I, Line 2: Explanation for Grants Outside US Foreign and domestic expenditures on grants and contracts are closely monitored by SDSU Research Foundation staff to comply with sponsor requirements. Federal grants represent a substantial majority of grant and contract expenditures and accordingly, are subject to audit by the Department of Health and Human Services, the cognizant government audit agency for SDSU Reasearch Foundation. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | 1 | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation (2 entries)
| ActivityActivity | Fundraiser Control Of FundsFundraiserControlOfFunds | Gross ReceiptsGrossReceipts | Amount Retained By ContractorAmountRetainedByContractor | Net To OrganizationNetToOrganization |
|---|---|---|---|---|
| CHARITABLE AUTO RESOURCES INC | ||||
| CAR DONATION | 1 | 1037630 | 256382 | 781248 |
| ARIA COMMUNICATIONS INC | ||||
| TELE FUNDRAISING | 0 | 120360 | 54676 | 65684 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 1157990 | TotalGrossReceipts |
| Total Retained By Contractors | 311058 | TotalRetainedByContractors |
| Total Net To Organization | 846932 | TotalNetToOrganization |
| Licensed States | CA | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF TOURNAMENT | NameOfEvent1 |
| Gross Receipts Event1 | 83877 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 63574 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 20303 | GrossRevenueEvent1 |
| Rent Facility Costs Event1 | 39806 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 2487 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 83877 | GrossReceiptsTotal |
| Charitable Contributions Total | 63574 | CharitableContributionsTotal |
| Gross Revenue Total Events | 20303 | GrossRevenueTotalEvents |
| Rent Facility Costs Total Events | 39806 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 2487 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 42293 | DirectExpenseSummaryEvents |
| Net Income Summary | -21990 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (4 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| BOOKS & SUPPLIES | 400 | 391618 |
| FELLOWSHIPS | 1250 | 6716032 |
| OTHER STUDENTS COSTS | 200 | 116958 |
| TRAVEL ASSISTANCE | 400 | 281415 |
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: Description of How Grants are Used FELLOWSHIPS ARE PRIMARILY GRANTED TO INDIVIDUALS TO HELP THEM IMPROVE THEIR RESEARCH SKILLS. AS SUCH, THE RESPONSIBLE PRINCIPAL INVESTIGATOR CLOSELY MONITORS THE PROGRESS OF THE RECIPIENTS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | 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 (23 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KAREN D EMMOREY | |||||||||||||
| 67024 | 102678 | 0 | 0 | 0 | 0 | 6702 | 17194 | 0 | 24072 | 73726 | 143944 | 0 | 0 |
| BRIAN K FINCH | |||||||||||||
| 63257 | 92956 | 0 | 0 | 0 | 0 | 6326 | 15563 | 0 | 22277 | 69583 | 130796 | 0 | 0 |
| THOMAS R SCOTT | |||||||||||||
| 0 | 195441 | 0 | 0 | 0 | 0 | 0 | 32707 | 0 | 15526 | 0 | 243674 | 0 | 0 |
| GAIL K NAUGHTON | |||||||||||||
| 81823 | 186818 | 0 | 0 | 0 | 0 | 14841 | 31265 | 0 | 19742 | 96664 | 237825 | 0 | 0 |
| STEPHEN L WEBER | |||||||||||||
| 0 | 286871 | 0 | 0 | 0 | 0 | 0 | 48008 | 0 | 34336 | 0 | 369215 | 0 | 0 |
| SALLY F ROUSH | |||||||||||||
| 0 | 220353 | 0 | 0 | 0 | 0 | 0 | 36876 | 0 | 16303 | 0 | 273532 | 0 | 0 |
| JAMES R KITCHEN | |||||||||||||
| 0 | 191612 | 0 | 0 | 0 | 0 | 0 | 32066 | 0 | 21159 | 0 | 244837 | 0 | 0 |
| NANCY A MARLIN | |||||||||||||
| 0 | 240142 | 0 | 0 | 0 | 0 | 0 | 40164 | 0 | 16432 | 0 | 296738 | 0 | 0 |
| SANFORD I BERNSTEIN | |||||||||||||
| 35704 | 108500 | 0 | 0 | 0 | 0 | 3570 | 18395 | 0 | 24447 | 39274 | 151342 | 0 | 0 |
| MARY ANN LYMAN-HAGER | |||||||||||||
| 67499 | 105524 | 0 | 0 | 0 | 0 | 6750 | 17669 | 0 | 18422 | 74249 | 141615 | 0 | 0 |
| Marilyn Newoff | |||||||||||||
| 0 | 176280 | 0 | 0 | 0 | 0 | 0 | 29500 | 0 | 14787 | 0 | 220567 | 0 | 0 |
| MELINDA S COIL | |||||||||||||
| 154429 | 0 | 0 | 0 | 0 | 0 | 15556 | 0 | 15985 | 0 | 185970 | 0 | 0 | 0 |
| DAN M GILBREATH | |||||||||||||
| 37592 | 128749 | 0 | 0 | 0 | 0 | 3606 | 20830 | 7023 | 21355 | 48221 | 170934 | 0 | 0 |
| WILLIAM T HUSHEN | |||||||||||||
| 160395 | 0 | 0 | 0 | 0 | 0 | 16311 | 0 | 11724 | 0 | 188430 | 0 | 0 | 0 |
| Michele Goetz | |||||||||||||
| 150726 | 0 | 0 | 0 | 0 | 0 | 15247 | 0 | 11984 | 0 | 177957 | 0 | 0 | 0 |
| Tom Karlo | |||||||||||||
| 0 | 184254 | 0 | 0 | 0 | 0 | 0 | 30839 | 0 | 21682 | 0 | 236775 | 0 | 0 |
| STEPHEN FISHER | |||||||||||||
| 389110 | 243957 | 10000 | 0 | 0 | 0 | 0 | 35120 | 0 | 23383 | 399110 | 302460 | 0 | 0 |
| EDWARD RILEY | |||||||||||||
| 57438 | 243865 | 0 | 0 | 0 | 0 | 5744 | 37351 | 0 | 20610 | 63182 | 301826 | 0 | 0 |
| JEFFREY SCHEMMEL | |||||||||||||
| 41667 | 220706 | 37500 | 0 | 2841 | 0 | 0 | 29870 | 0 | 21464 | 82008 | 272040 | 0 | 0 |
| Brady Hoke | |||||||||||||
| 465000 | 201189 | 0 | 0 | 0 | 0 | 0 | 33669 | 0 | 25230 | 465000 | 260088 | 0 | 0 |
| Melbourne Hovell | |||||||||||||
| 113782 | 153223 | 0 | 0 | 0 | 0 | 11378 | 25283 | 0 | 19210 | 125160 | 197716 | 0 | 0 |
| JOHN P ELDER | |||||||||||||
| 133094 | 175624 | 0 | 0 | 0 | 0 | 13309 | 26574 | 0 | 23449 | 146403 | 225647 | 0 | 0 |
| CHARLES LONG | |||||||||||||
| 0 | 0 | 0 | 0 | 504998 | 202051 | 0 | 33813 | 0 | 25832 | 504998 | 261696 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Supplemental Information | Identifier |
| Return Reference | Part III | ReturnReference |
| Explanation | Part 1, Line 4 - Received Severance, Supplemental NQ Retirement, Equity-Based Compensation Jeffrey Schemmel - Former Athletic Director and Charles Long - Former Football Coach, received salary continuation/severance payments after they left the University. The payments were made under contracts that are typical for Division I athletic programs. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Trustees Calif State University | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 946001347 | IssuerEIN |
| CUSIP Number | 13077CUP7 | CUSIPNumber |
| Date Issued | 2010-04-06 | DateIssued |
| Issue Price | 160852254 | IssuePrice |
| Description Of Purpose | Refund 1998 & 1999 Bonds | DescriptionOfPurpose |
| Defeased | 1 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 12048084 | TotalProceeds |
| Amount Defeased | 11958009 | AmountDefeased |
| Issuance Costs From Proceeds | 90075 | IssuanceCostsFromProceeds |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 0 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | 0 | BondCounselRoutinelyEngaged |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 0 | Form8038TFiled |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 0 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Schedule M IRS990ScheduleM
Cars And Other Vehicles CarsAndOtherVehicles
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1300 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1037630 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SELLING PRICE | MethodOfDeterminingRevenues |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 15 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 550618 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | SELLING PRICE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | Auction Items | Description |
| Number Of Contributions | 25 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 18415 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Selling Price | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Third Party Use: | Identifier |
| Return Reference | Part I, Line 32b: | ReturnReference |
| Explanation | Hire and Use of Third Parties ALSO SEE SCHEDULE G. KPBS CONDUCTS A VEHICLE DONATION PROGRAM WITH THE ASSISTANCE OF CHARITABLE AUTO RESOURCES, INC. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section A, line 7a | How Members or Shareholders Elect Governing Body The President of San Diego State University is also ex officio the President and a voting member of the Board of Directors of SDSU Research Foundation. Five other SDSURF Directors are appointed ex officio by virtue of their positions in the University, and all elected Directors are nominated by the President. After the end of the tax year, the number of ex officio directors has been reduced to four. |
| Form 990, Part VI, Section A, line 7b | Decisions of Governing Body Approval by Members or Shareholders Under Title 5 Calif. Code of Regs. section 42402, the campus President is required to assure that SDSURF operates in conformity with policies of the California State University and of San Diego State University. The President may discontinue any program or expenditure that he or she determines is inconsistent with these policies. |
| Form 990, Part VI, Section B, line 11 | Form 990 Review Process A draft of the Form 990 was originally provided to each member of the Investment Committee. The disclosures, significant changes and questions were discussed and addressed. The Form 990 was subsequently presented to each member of the Board of Directors at a regularly scheduled meeting. The disclosures, significant changes and questions were again discussed and addressed. |
| Form 990, Part VI, Section B, line 12c | Explanation of Monitoring and Enforcement of Conflicts SDSU Research Foundation requires each interested party to disclose annually interests that could give rise to conflicts. SDSU Research Foundation also monitors compliance with its conflict of interest policy through its purchasing and sponsored research development departments. SDSU Research Foundation staff reviews contracts and requisitions for potential conflicts. Many of its internal processing documents include affirmations regarding lack of conflicts. The Board of Directors is authorized to take whatever action it deems necessary to resolve potential or actual conflicts including: (1) prohibiting the interested party from discussions or decisions regarding the conflict of interest; (2) modifying or redefining the duties and responsibilities of the interested party; or (3) requiring the resignation of the interested party. |
| Form 990, Part VI, Section B, Line 15 Pursuant to Title 5 Cal. Code of Regs. section 42405, SDSU Research Foundation maintains salary schedules comparable to San Diego State University (a California public institution). The salaries of the Executive Director and the CFO are also subject to approval by the Board of Directors. | |
| Form 990, Part VI, Section C, line 19 | Other Organizational Documents Publicly Available SDSU Research Foundation provides paper or electronic copies of its governing documents, conflict of interest policy, audited financial statements, and A-133 compliance reports to the public on request. The audited financial statements, research reports and A-133 compliance reports are also available on the organization's website. |
| Schedule R, Part V Some of the endowments of SDSU Research Foundation ("SDSURF") are invested in the endowment pool of The Campanile Foundation (another SDSU auxiliary organization). (1b) & (1g) - In accordance with its exempt function, SDSURF regularly transfers monies to SDSU. (1c) & (1e) - The Campanile Foundation advanced funds to SDSURF. (1i) - SDSURF leases facilities to Aztec Shops and SDSU. (1j) - SDSURF leases facilities from SDSU. (1k) & (1L) - SDSURF performs services for The Campanile Foundation, Aztec Shops, Ltd., and Associated Students of SDSU. SDSU and Aztec Shops, Ltd. perform services for SDSURF. (1m) & (1n) - All five organizations share facilities and employees. (1o) & (1p) - All five organizations reimburse each other for expenses. | |
| Schedule R, Part V, Line 2 No services or assets were received. The amount of interest and deductions allocated was based on the partners' pro-rata share of the partnership's income. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Direct Controlling Entity NADirectControllingEntityNA | Public Charity StatusPublicCharityStatus |
|---|---|---|---|---|---|---|---|---|---|
| SAN DIEGO STATE UNIVERSITY | |||||||||
| 5500 CAMPANILE DRIVE | SAN DIEGO | CA | 92182 | 330373293 | CALIFORNIA STATE UNIVERSITY | CA | GOVERNMENT | N/A | |
| THE CAMPANILE FOUNDATION | |||||||||
| 5500 CAMPANILE DRIVE | SAN DIEGO | CA | 92182 | 330868418 | PHILANTHROPIC ORGANIZATION FOR SDSU | CA | 501(C)3 | N/A | 5 |
| AZTEC SHOPS LTD | |||||||||
| 5500 CAMPANILE DRIVE | SAN DIEGO | CA | 92182 | 950516240 | CAMPUS BOOKSTORE AND FOOD SERVICE | CA | 501(C)3 | N/A | 5 |
| ASSOCIATED STUDENTS OF SAN DIEGO STATE UNIVERSITY | |||||||||
| 5500 CAMPANILE DRIVE | SAN DIEGO | CA | 92182 | 956042622 | STUDENT ACTIVITIES | CA | 501(C)3 | N/A | 5 |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gridiron Partnership LP | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2550 5th Avenue Ste 1100 | AddressLine1 |
| City | San Diego | City |
| State | CA | State |
| ZIP Code | 92103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330834273 | EIN |
| Primary Activity | Investments | PrimaryActivity |
| Legal Domicile State | CA | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SDSU Foundation | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | Excluded | PredominantIncomeType |
| Share Of Total Income | 15724 | ShareOfTotalIncome |
| Share Of EOY Assets | 270895 | ShareOfEOYAssets |
| Disproportionate Allocations | 0 | DisproportionateAllocations |
| General Or Managing Partner | 0 | GeneralOrManagingPartner |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 1 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | 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 | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 1 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Gridiron Partnership LP | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | A | TransactionType |
| Amount Involved | 15724 | AmountInvolved |
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