Form 990 for tax year 2023
Filed by CALIFORNIA STATE UNIVERSITY STANISLAUS FOUNDAITON.
Totals
- Total revenue
- $2,754,533
- Total expenses
- $2,548,755
- Contributions and grants received
- $1,899,164
- Grants paid
- $1,451,194
- Program service revenue
- $211,965
- Investment income
- $653,155
- Other revenue
- -$9,751
- Total assets, end of year
- $29,194,290
- Total liabilities, end of year
- $100,072
- Net assets or fund balances, end of year
- $29,094,218
- Program services expenses (Part IX)
- $1,774,872
- Management and general expenses
- $773,883
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $1,774,872
Program services were 69.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$66,632
-
1d · Related organizations
$40,000
-
1f · All other contributions, gifts and grants
$1,792,532
-
1g · Noncash contributions included above
$81,108
-
2a · Program service revenue: OTHER PROGRAM REVENUE
total $211,965 · related or exempt $211,965
-
3 · Investment income
total $646,701 · excluded $646,701
-
7a · Gross sales of assets other than inventory
securities $4,940,651
-
7b · Less cost or other basis and sales expenses
securities $4,934,197
-
7c · Gain or loss
securities $6,454
-
7d · Net gain or loss
total $6,454 · excluded $6,454
-
8a · Fundraising events: gross income
$84,424
-
8a · Fundraising events: contributions included on line 1c
$66,632
-
8b · Fundraising events: direct expenses
$94,175
-
8c · Net income from fundraising events
total -$9,751 · excluded -$9,751
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $1,451,194 · program services $1,451,194
-
7 · Other salaries and wages
total $36,371 · program services $36,371
-
11a · Fees: management
total $218,382 · management and general $218,382
-
11c · Fees: accounting
total $180,209 · management and general $180,209
-
11f · Fees: investment management
total $119,350 · management and general $119,350
-
11g · Fees: other
total $231,632 · program services $12,994 · management and general $218,638
-
12 · Advertising and promotion
total $2,638 · program services $2,638
-
13 · Office expenses
total $89,649 · program services $87,102 · management and general $2,547
-
14 · Information technology
total $16,541 · management and general $16,541
-
16 · Occupancy
total $9,793 · program services $8,293 · management and general $1,500
-
17 · Travel
total $43,726 · program services $43,726
-
23 · Insurance
total $6,770 · program services $9 · management and general $6,761
-
24a · Other expenses: HOSPITALITY
total $56,794 · program services $51,378 · management and general $5,416 · fundraising $0
-
24b · Other expenses: REPAIRS AND MAINTENANCE
total $22,428 · program services $22,217 · management and general $211 · fundraising $0
-
24c · Other expenses: PROFESSIONAL DEVELOPMEN
total $20,740 · program services $20,740 · management and general $0 · fundraising $0
-
24d · Other expenses: MINOR EQUIPMENT
total $20,385 · program services $18,480 · management and general $1,905 · fundraising $0
-
24e · All other expenses
total $22,153 · program services $19,730 · management and general $2,423
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $669,719 · end of year $256,415
-
2 · Savings and temporary cash investments
beginning of year $6,566,470 · end of year $6,544,166
-
3 · Pledges and grants receivable
beginning of year $1,908,334 · end of year $2,215,804
-
9 · Prepaid expenses and deferred charges
beginning of year $6,986 · end of year $1,250
-
11 · Investments: publicly traded securities
beginning of year $13,533,311 · end of year $14,586,301
-
12 · Investments: other securities
beginning of year $4,336,997 · end of year $5,361,239
-
15 · Other assets
beginning of year $231,278 · end of year $229,115
-
17 · Accounts payable and accrued expenses
beginning of year $50,361 · end of year $6,977
-
19 · Deferred revenue
beginning of year $70,000 · end of year $0
-
25 · Other liabilities
beginning of year $159,201 · end of year $93,095
-
27 · Net assets without donor restrictions
beginning of year $3,585,081 · end of year $3,717,869
-
28 · Net assets with donor restrictions
beginning of year $23,388,452 · end of year $25,376,349
Mission and programs · 2023
Mission
TO PROMOTE ACADEMIC EXCELLENCE THROUGH THE FACILITATION OF PHILANTHROPY AND EXTERNAL SUPPORT. IN ADDITION, THE FOUNDATION SUPPORTS THE FACULTY AND ADMINISTRATION IN THE DEVELOPMENT OF NEW AND INNOVATIVE PROGRAMS.
Activities or mission (Part I)
TO ACHIEVE UNIVERSITY EXCELLENCE THROUGH PHILANTHROPY AND EXTERNAL SUPPORT.
-
ADMINISTRATION OF ENDOWMENTS, SCHOLARSHIPS, GIFTS AND PUBLIC SUPPORT TO ASSIST CALIFORNIA STATE UNIVERSITY, STANISLAUS IN ACHIEVING EDUCATION EXCELLENCE.
Expenses $1,774,872 · Grants $1,451,194 · Revenue $211,965
As filed on the 2023 return.
Listed in Part VII
-
Sue BorregoSUE BORREGO
CHAIRPERSON
- Total calculated
- $176,360
- From this org
- $0
- From related orgs
- $170,291
- Other
- $6,069
- Hours/week
- 4 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $144,456 related
- Bonus
- $0
- Other
- $0 + $25,835 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $6,069 related
- Filer's total
- $0 + $176,360 related
-
Dr Michele LahtiDR MICHELE LAHTI
EXECUTIVE DIRECTOR
- Total calculated
- $245,008
- From this org
- $0
- From related orgs
- $232,658
- Other
- $12,350
- Hours/week
- 4 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $232,658 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0 + $12,350 related
- Filer's total
- $0 + $245,008 related
-
John JacintoJOHN JACINTO
PRESIDENT
- Total calculated
- $0
- Hours/week
- 4
-
Rosalee Billingslea RushROSALEE BILLINGSLEA RUSH
INTERIM EXECUTIVE DIRECTOR
- Total calculated
- $195,409
- From this org
- $0
- From related orgs
- $181,152
- Other
- $14,257
- Hours/week
- 4 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $181,152 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $1,800 related
- Nontaxable benefits
- $0 + $12,457 related
- Filer's total
- $0 + $195,409 related
-
Rose McAuliffeROSE MCAULIFFE
TREASURER
- Total calculated
- $275,454
- From this org
- $0
- From related orgs
- $260,917
- Other
- $14,537
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $260,917 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0 + $14,537 related
- Filer's total
- $0 + $275,454 related
-
Dr Ellen JunnDR ELLEN JUNN
CHAIRPERSON
- Total calculated
- $463,703
- From this org
- $0
- From related orgs
- $418,393
- Other
- $45,310
- Hours/week
- 4 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $382,224 related
- Bonus
- $0
- Other
- $0 + $36,169 related
- Deferred
- $0 + $31,000 related
- Nontaxable benefits
- $0 + $14,310 related
- Filer's total
- $0 + $463,703 related
-
Norik NaraghiNORIK NARAGHI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Marlene StanteMARLENE STANTE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Matthew SwansonMATTHEW SWANSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Michael Ireland JrMICHAEL IRELAND JR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ryan FitzpatrickRYAN FITZPATRICK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Oscar CabelloOSCAR CABELLO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Richard RontenRICHARD RONTEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Robert TriebschROBERT TRIEBSCH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kal SundarKAL SUNDAR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Stephen GemperleSTEPHEN GEMPERLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Manmeet GrewalMANMEET GREWAL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Aaron ValenciaAARON VALENCIA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jim VieiraJIM VIEIRA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Yili LianYILI LIAN
DIRECTOR - AUDIT COMMITTEE ADVISOR
- Total calculated
- $170,168
- From this org
- $0
- From related orgs
- $158,769
- Other
- $11,399
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $158,769 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0 + $11,399 related
- Filer's total
- $0 + $170,168 related
-
Dorothy BizziniDOROTHY BIZZINI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
George SavageGEORGE SAVAGE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
George PetrulakisGEORGE PETRULAKIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Edwin RizoEDWIN RIZO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Adrian HarrellADRIAN HARRELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jacob WeigelJACOB WEIGEL
DIRECTOR - FACULTY REPRESENTATIVE
- Total calculated
- $119,619
- From this org
- $0
- From related orgs
- $107,655
- Other
- $11,964
- Hours/week
- 1 + 40 related
-
Destiny SuarezDESTINY SUAREZ
DIRECTOR-STUDENT REPRESENTATIVE
- Total calculated
- $0
- Hours/week
- 1
-
Bobby IsmailBOBBY ISMAIL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ann StrahmANN STRAHM
DIRECTOR - FACULTY REPRESENTATIVE
- Total calculated
- $143,076
- From this org
- $0
- From related orgs
- $137,788
- Other
- $5,288
- Hours/week
- 1 + 40 related
-
Aaron AllaireAARON ALLAIRE
DIRECTOR - ATHLETICS REPRESENTATIVE
- Total calculated
- $179,778
- From this org
- $0
- From related orgs
- $166,451
- Other
- $13,327
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $166,451 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0 + $13,327 related
- Filer's total
- $0 + $179,778 related
-
Justine BorbaJUSTINE BORBA
ASSISTANT CORPORATE SECRET
- Total calculated
- $79,286
- From this org
- $0
- From related orgs
- $71,659
- Other
- $7,627
- Hours/week
- 4 + 40 related
-
Mary HartsfieldMARY HARTSFIELD
ASSISTANT EXECUTIVE DIRECT
- Total calculated
- $148,329
- From this org
- $0
- From related orgs
- $131,039
- Other
- $17,290
- Hours/week
- 1 + 40 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 3
- CALIFORNIA STATE UNIVERSITY, STANISLAUS FOUNDATION DOES NOT HAVE ANY EMPLOYEES. CALIFORNIA STATE UNIVERSITY, STANISLAUS, A RELATED ORGANIZATION, DOES COMPENSATE EMPLOYEES. CALIFORNIA STATE UNIVERSITY, STANISLAUS HAS A FORMAL COMPENSATION REVIEW POLICY.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
CALIFORNIA STATE UNIVERSITY STANISLAUS
$1,261,338
SCHOLARSHIPS AND STUDENT ASSISTANCE
-
AWARDS, GIFTS AND DONATIONS
-
AWARDS, GIFTS AND DONATIONS
-
AWARDS, GIFTS AND DONATIONS
-
CALIFORNIA STATE UNIVERSITY STANISLAUS
$0
AWARDS, GIFTS AND DONATIONS
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
CALIFORNIA STATE UNIVERSITY STANISLAUS
115 · HIGHER EDUCATION · CA
-
UNIVERSITY STUDENT CENTER OF CALIFORNIA STATE UNIVERSITY STANISLAUS
501(C)(3) · STUDENT SERVICES · CA
-
ASSOCIATED STUDENTS INCORPORATED OF CALIFORNIA STATE UNIVERSITY STANISLAUS
501(C)(3) · STUDENT SERVICES · CA
-
CALIFORNIA STATE UNIVERSITY STANISLAUS AUXILIARY AND BUSINESS SERVICES
501(C)(3) · AUXILIARY ORGANIZATION · CA
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
CHARITABLE REMAINDER TRUST (1)
T · CHARITABLE TRUST · CA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 31 January 2025
- IRS schema version
- 2023v6.0
- Source object
- 202531139349300548
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.