Skip to content
Nonprofiteer
← UNIVERSITY UNION OPERATION OF CA STATE UNIV SACRAMENTO

Form 990 for tax year 2023

Filed by UNIVERSITY UNION OPERATION OF CA STATE UNIV SACRAMENTO.

Totals

Total revenue
$14,790,609
Total expenses
$16,557,763
Contributions and grants received
$8,500
Grants paid
$0
Program service revenue
$13,650,276
Investment income
$1,131,141
Other revenue
$692
Total assets, end of year
$25,941,049
Total liabilities, end of year
$2,850,359
Net assets or fund balances, end of year
$23,090,690
Program services expenses (Part IX)
$11,922,545
Management and general expenses
$4,635,218
Fundraising expenses
$0
Program service expenses (Part III)
$11,922,545

Program services were 72.0% 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.

  • 1f · All other contributions, gifts and grants

    $8,500

  • 2a · Program service revenue: STUDENT ACTIVITY FEES

    total $10,488,392 · related or exempt $10,488,392

  • 2b · Program service revenue: LEASE REVENUE

    total $1,736,277 · related or exempt $1,736,277

  • 2c · Program service revenue: PROGRAM SERVICE FEES

    total $1,425,607 · related or exempt $1,011,596 · unrelated business $414,011

  • 3 · Investment income

    total $1,143,255 · excluded $1,143,255

  • 7b · Less cost or other basis and sales expenses

    other assets $12,114

  • 7c · Gain or loss

    other assets -$12,114

  • 7d · Net gain or loss

    total -$12,114 · excluded -$12,114

  • 10a · Gross sales of inventory

    $1,903

  • 10b · Cost of goods sold

    $1,211

  • 10c · Net income from sales of inventory

    total $692 · excluded $692

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $306,647 · management and general $306,647

  • 11g · Fees: other

    total $12,345,008 · program services $8,551,806 · management and general $3,793,202

  • 12 · Advertising and promotion

    total $28,138 · program services $25,234 · management and general $2,904

  • 13 · Office expenses

    total $47,760 · program services $35,161 · management and general $12,599

  • 16 · Occupancy

    total $871,994 · program services $871,994

  • 17 · Travel

    total $48,357 · program services $34,555 · management and general $13,802

  • 19 · Conferences, conventions and meetings

    total $22,588 · program services $18,183 · management and general $4,405

  • 20 · Interest

    total $3,419 · program services $1,721 · management and general $1,698

  • 22 · Depreciation, depletion and amortization

    total $349,746 · program services $336,636 · management and general $13,110

  • 23 · Insurance

    total $244,742 · program services $1,235 · management and general $243,507

  • 24a · Other expenses: UBIT TAXES PAID

    total $8,077 · program services $8,077

  • 24b · Other expenses: SMALL EQUIPMENT

    total $775,670 · program services $743,999 · management and general $31,671

  • 24c · Other expenses: REPAIRS AND MAINTENANCE

    total $518,013 · program services $495,185 · management and general $22,828

  • 24d · Other expenses: PROGRAM SUPPLIES

    total $396,955 · program services $332,624 · management and general $64,331

  • 24e · All other expenses

    total $590,649 · program services $466,135 · management and general $124,514

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $384,920 · end of year $183,421

  • 2 · Savings and temporary cash investments

    beginning of year $25,048,366 · end of year $23,191,623

  • 4 · Accounts receivable

    beginning of year $318,589 · end of year $789,164

  • 8 · Inventories for sale or use

    beginning of year $1,207 · end of year $1,197

  • 9 · Prepaid expenses and deferred charges

    beginning of year $70,136 · end of year $85,083

  • 10a · Land, buildings and equipment: cost or other basis

    $4,354,787

  • 10b · Land, buildings and equipment: accumulated depreciation

    $2,918,887

  • 10c · Land, buildings and equipment, net

    beginning of year $1,415,595 · end of year $1,435,900

  • 15 · Other assets

    beginning of year $167,157 · end of year $254,661

  • 17 · Accounts payable and accrued expenses

    beginning of year $101,274 · end of year $159,705

  • 19 · Deferred revenue

    beginning of year $173,662 · end of year $83,334

  • 25 · Other liabilities

    beginning of year $2,273,190 · end of year $2,607,320

  • 27 · Net assets without donor restrictions

    beginning of year $24,857,844 · end of year $23,090,690

Mission and programs · 2023

Mission

TO PROVIDE SERVICES TO THE UNIVERSITY STUDENTS, STAFF, FACULTY AND ADMINISTRATORS OF CALIFORNIA STATE UNIVERSITY, SACRAMENTO AND THEIR GUESTS WHILE ENHANCING THE PURSUIT OF THEIR EDUCATIONAL MISSION. THE UNION AND THE WELL USE THEIR FACILITIES, PROGRAMS, AND SERVICES TO SUPPORT COMMUNITY ENGAGEMENT AND THE VITAL ROLE COMMUNITY ENGAGMENT PLAYS IN TEACHING AND LEARNING AT SACRAMENTO STATE.

Activities or mission (Part I)

PROVIDE SERVICES TO STUDENTS, STAFF, FACULTY, AND ADMINISTRATORS OF CSUS, AND THEIR GUESTS.

  • THE FACILITIES OF UNIVERSITY UNION OPERATION OF CALIFORNIA STATE UNIVERSITY, SACRAMENTO INC. (UNION WELL INC.), THE UNIVERSITY UNION AND THE WELL, ARE COMMUNITY CENTERS FOR THE UNIVERSITY. THE UNION AND THE WELL USES THEIR FACILITIES, PROGRAMS, AND SERVICES TO SUPPORT COMMUNITY ENGAGEMENT AND THE VITAL ROLE COMMUNITY ENGAGEMENT PLAYS IN TEACHING AND LEARNING AT SACRAMENTO STATE. THE UNIVERSITY UNION SERVES ALL MEMBERS, WHICH INCLUDES THE STUDENT BODY, FACULTY, ADMINISTRATION STAFF, ALUMNI AND GUESTS. THE WELL SERVICES THE ENTIRE CAMPUS COMMUNITY AND A LIMITED POPULATION OF NON-CAMPUS COMMUNITY MEMBERS VIA A MEMBERSHIP PROGRAM. THEY ARE MORE THAN JUST BUILDINGS. THEY ALSO PROVIDE SERVICES AND PROGRAMS WHICH TOGETHER REPRESENT A WELL-CONSIDERED PLAN FOR COMMUNITY LIFE AT THE UNIVERSITY. BOTH FACILITIES PROVIDE SERVICES, CONVENIENCES AND AMENITIES TO ITS MEMBERS IN THEIR DAILY LIFE ON THE CAMPUS WHILE PROVIDING AN ENVIRONMENT IN WHICH ITS MEMBERS CAN GET TO KNOW AND UNDERSTAND ONE ANOTHER THROUGH INFORMAL ASSOCIATION OUTSIDE THE CLASSROOM. THE UNIVERSITY UNION AND THE WELL ARE A VALUABLE PART OF THE EDUCATIONAL PROGRAM OF THE CAMPUS. THE UNIVERSITY UNION AND THE WELL'S INTENT IS TO INTEGRATE FREE-TIME ACTIVITIES WITH EDUCATION. THEIR PROGRAMS TRAIN STUDENTS FOR SOCIAL AND LEADERSHIP RESPONSIBILITIES BY PROVIDING OPPORTUNITIES FOR EXPERIENCE IN GROUP ACTIVITIES, DEMOCRATIC PROCEDURES, AND LEADERSHIP. THEY ALSO PROVIDE CULTURAL, SOCIAL, RECREATIONAL, AND WELLNESS PROGRAMS. THEY ENCOURAGE ACTIVITIES WHICH GIVE MAXIMUM OPPORTUNITY FOR SELF-REALIZATION AND PERSONAL GROWTH. THE UNIVERSITY UNION AND THE WELLSUPPORT THE VIEW THAT WHAT A STUDENT DOES EDUCATIONALLY IN THE HOURS OUTSIDE THE CLASSROOM IS OF MAJOR IMPORTANCE AND THAT THEY CAN ASSIST IN GIVING AN ADDITIONAL DIMENSION TO EDUCATION; VASTLY EXPANDING THE TIME AND THE MEANS THROUGH WHICH THE UNIVERISTY EDUCATES.ADDITIONALLY, THE UNIVERSITY UNION AND THE WELL PROVIDE PROGRAMMING OPPORTUNITIES THAT ENGAGE THE REGIONAL COMMUNITY, AND MOST IMPORTANTLY, STUDENTS OF ALL AGES, AND EXPOSE THEM TO THE CAMPUS WITH EVENTS SUCH AS CONCERTS, EXHIBITS, SYMPOSIUMS, LECTURES, FUN RUNS, SOBER GRAD NIGHTS, PROMS, LEADERSHIP TRAINING AND FILM SERIES. THROUGH ITS SERVICES, PROGRAMS, AND FACILITIES, THE UNIVERSITY UNION AND THE WELL INTEND TO SERVE AS A UNIFYING FORCE IN THE EDUCATIONAL LIFE AT THE UNIVERSITY AND COMMIT TO ENGAGING THE COMMUNITY BY BUILDING ENDURING PARTNERSHIPS TO STRENGTHEN AND ENRICH THE REGION AND PROMOTE A STRONG UNIVERSITY IDENTITY.

    Expenses $11,922,545 · Revenue $13,236,265

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Bill Hebert Jr

    DEAN OF STUDENTS / DIR

    Total calculated
    $255,427
    From this org
    $0
    From related orgs
    $197,808
    Other
    $57,619
    Hours/week
    0.1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $197,808 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $46,734 related
    Nontaxable benefits
    $0 + $10,885 related
    Filer's total
    $0 + $255,427 related

  • Jennifer Harris

    CFO DESIGNEE / DIR

    Total calculated
    $241,997
    From this org
    $0
    From related orgs
    $174,996
    Other
    $67,001
    Hours/week
    0.1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $174,996 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $55,999 related
    Nontaxable benefits
    $0 + $11,002 related
    Filer's total
    $0 + $241,997 related

  • Mark Wheeler

    PRESIDENT'S DESIGNEE / DIR

    Total calculated
    $151,746
    From this org
    $0
    From related orgs
    $109,887
    Other
    $41,859
    Hours/week
    0.1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $109,887 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $32,604 related
    Nontaxable benefits
    $0 + $9,255 related
    Filer's total
    $0 + $151,746 related

  • Bill Olmsted

    EXECUTIVE DIR

    Total calculated
    $249,615
    From this org
    $0
    From related orgs
    $177,559
    Other
    $72,056
    Hours/week
    40 + 0.1 related

    Schedule J breakdown matched by us

    Base
    $0 + $177,559 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $45,803 related
    Nontaxable benefits
    $0 + $26,253 related
    Filer's total
    $0 + $249,615 related

  • Christine Flowers

    FACULTY REP / DIR

    Total calculated
    $115,746
    From this org
    $0
    From related orgs
    $71,145
    Other
    $44,601
    Hours/week
    0.1 + 40 related

  • Shawki Moore

    CHIEF STUD. AFFAIRS OFF. / DIR

    Total calculated
    $29,908
    From this org
    $0
    From related orgs
    $28,160
    Other
    $1,748
    Hours/week
    0.1 + 40 related

  • Sebastian Raya

    CHAIR

    Total calculated
    $0
    Hours/week
    0.1

  • Drew Harris

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.1

  • Alina Nadeem

    SECRETARY / TREASURER

    Total calculated
    $0
    Hours/week
    0.1

  • Ariana Ochoa

    WELL AG STUDENT REP / DIR

    Total calculated
    $0
    Hours/week
    0.1

  • Deborah Williams

    UU AG STUDENT REP / DIR.

    Total calculated
    $0
    Hours/week
    0.1

  • Gabriel Conejo Gallegos

    ASI STUDENT APPOINTEE / DIR

    Total calculated
    $0
    Hours/week
    0.1

  • Marina De La Cruz Ramirez

    WELL AG STUDENT REP / DIR

    Total calculated
    $0
    Hours/week
    0.1

  • Randy Solorio

    ALUMNI REPRESENTATIVE / DIR

    Total calculated
    $0
    Hours/week
    0.1

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)

FORM 990 PART VII, SECTION A, LINE 3
WILLIAM (BILL) T. OLMSTED, THE ORGANIZATION'S EXECUTIVE DIRECTOR, IS PAID (W-2 REPORTED) BY UNIVERSITY ENTERPRISES, INC. BUT IS REIMBURSED BY THE ORGANIZATION.

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

No itemized grants to organizations on this return.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
21 March 2025
IRS schema version
2023v6.0
Source object
202540879349300744

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.