Totals
- Total revenue
- $2,339,085
- Total expenses
- $2,158,783
- Contributions and grants received
- $470,225
- Grants paid
- $2,075,176
- Program service revenue
- $0
- Investment income
- $1,812,448
- Other revenue
- $56,412
- Total assets, end of year
- $2,119,218
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $2,119,218
- Program services expenses (Part IX)
- $2,117,658
- Management and general expenses
- $40,036
- Fundraising expenses
- $1,089
- Program service expenses (Part III)
- $2,117,658
Program services were 98.1% 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
$126,754
-
1f · All other contributions, gifts and grants
$343,471
-
1g · Noncash contributions included above
$10,753
-
3 · Investment income
total $1,812,448 · excluded $1,812,448
-
8a · Fundraising events: gross income
$118,261
-
8a · Fundraising events: contributions included on line 1c
$126,754
-
8b · Fundraising events: direct expenses
$61,849
-
8c · Net income from fundraising events
total $56,412 · excluded $56,412
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $2,075,176 · program services $2,075,176
-
7 · Other salaries and wages
total $3,255 · management and general $2,170 · fundraising $1,085
-
9 · Other employee benefits
total $11 · management and general $7 · fundraising $4
-
11c · Fees: accounting
total $5,300 · management and general $5,300
-
13 · Office expenses
total $3,664 · management and general $3,664
-
19 · Conferences, conventions and meetings
total $28,254 · management and general $28,254
-
24a · Other expenses: PROMOTIONAL AWARDS TO S
total $42,482 · program services $42,482
-
24b · Other expenses: REGISTRATION FEES AND T
total $641 · management and general $641
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $309,147 · end of year $278,310
-
3 · Pledges and grants receivable
beginning of year $51,727 · end of year $39,666
-
10a · Land, buildings and equipment: cost or other basis
$221,498
-
10b · Land, buildings and equipment: accumulated depreciation
$221,498
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $1,578,042 · end of year $1,801,242
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $1,938,916 · end of year $2,119,218
Mission and programs · 2022
Mission
OUR MISSION IS TO PROVIDE FINANCIAL AID TO STUDENT ATHLETES AT SANTA CLARA UNIVERSITY.
-
TO PROVIDE FINANCIAL AID FOR ACADEMICALLY QUALIFIED AND NEEDY STUDENT ATHLETES ADMINISTERED BY SANTA CLARA UNIVERSITY.
Expenses $2,117,658 · Grants $2,075,176
As filed on the 2022 return.
Listed in Part VII
-
MICHAEL WALLACE
TRUSTEE
- Total calculated
- $299,303
- From this org
- $0
- From related orgs
- $226,255
- Other
- $73,048
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $223,219 related
- Bonus
- $0 + $3,000 related
- Other
- $0 + $36 related
- Deferred
- $0 + $32,939 related
- Nontaxable benefits
- $0 + $40,109 related
- Filer's total
- $0 + $299,303 related
-
ANGELA ROBBIANO
PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.5
-
PATRICIA ERNSTROM
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.5
-
LAWRENCE NALLY
TREASURER
- Total calculated
- $0
- Hours/week
- 0.5
-
TOM CORTOPASSI
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
DAVID ALFARO
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
JAMES CAVIGLIA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
WILLIAM DOW
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.4
-
PETER GEREMIA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
JONATHAN HARVEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
KIMARIE MANFRE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
BRIAN MORTON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
JAMES OBOT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
TOBY O'BRIEN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
WESLEY OKUMURA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
GREGORY O'LEARY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
GREGORY PRUETT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
KEVIN WALTERS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
DUSTIN WARFORD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 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
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
-
SCHOLARSHIPS
-
FUNDING ATHLETICS OPERATIONS
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.
-
PRESIDENT-BOARD OF TRUSTEES-SCU
501(C)(3) · UNIVERSITY · CA
Directly controlled by SANTA CLARA UNIVERSITY
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 13 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202441369349310304
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