Form 990 for tax year 2023
Filed by SAN DIEGO STATE UNIVERSITY FOUNDATION.
Totals
- Total revenue
- $226,239,172
- Total expenses
- $226,366,998
- Contributions and grants received
- $110,709,349
- Grants paid
- $29,507,577
- Program service revenue
- $113,408,546
- Investment income
- $3,524,000
- Other revenue
- -$1,402,723
- Total assets, end of year
- $298,714,165
- Total liabilities, end of year
- $174,972,231
- Net assets or fund balances, end of year
- $123,741,934
- Program services expenses (Part IX)
- $186,819,615
- Management and general expenses
- $32,676,586
- Fundraising expenses
- $6,870,797
- Program service expenses (Part III)
- $186,819,615
Program services were 82.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
ADELA DE LA TORRE
PRESIDENT (SDSU EMPLOYEE)
- Total calculated
- $730,307
- From this org
- $0
- From related orgs
- $542,455
- Other
- $187,852
- Hours/week
- 5 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $527,407 related
- Bonus
- $0
- Other
- $0 + $15,048 related
- Deferred
- $0 + $170,607 related
- Nontaxable benefits
- $0 + $17,245 related
- Filer's total
- $0 + $730,307 related
-
HALA MADANAT
VICE PRESIDENT (SDSU EMPLOYEE)
- Total calculated
- $514,480
- From this org
- $52,763
- From related orgs
- $324,708
- Other
- $137,009
- Hours/week
- 15 + 35 related
Schedule J breakdown matched by us
- Base
- $52,763 + $315,618 related
- Bonus
- $0
- Other
- $0 + $9,090 related
- Deferred
- $5,276 + $101,728 related
- Nontaxable benefits
- $0 + $30,005 related
- Filer's total
- $58,039 + $456,441 related
-
AGNES WONG NICKERSON
TREASURER (SDSU EMPLOYEE)
- Total calculated
- $443,053
- From this org
- $0
- From related orgs
- $327,145
- Other
- $115,908
- Hours/week
- 5 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $317,749 related
- Bonus
- $0
- Other
- $0 + $9,396 related
- Deferred
- $0 + $101,303 related
- Nontaxable benefits
- $0 + $14,605 related
- Filer's total
- $0 + $443,053 related
-
SALVADOR OCHOA THRU 082023
DIRECTOR (SDSU EMPLOYEE)
- Total calculated
- $324,185
- From this org
- $0
- From related orgs
- $268,276
- Other
- $55,909
- Hours/week
- 5 + 45 related
Schedule J breakdown matched by us
- Base
- $0 + $223,874 related
- Bonus
- $0
- Other
- $0 + $44,402 related
- Deferred
- $0 + $46,733 related
- Nontaxable benefits
- $0 + $9,176 related
- Filer's total
- $0 + $324,185 related
-
JENNIFER THOMAS
DIRECTOR (SDSU EMP)
- Total calculated
- $341,485
- From this org
- $110,228
- From related orgs
- $155,297
- Other
- $75,960
- Hours/week
- 15 + 35 related
Schedule J breakdown matched by us
- Base
- $110,228 + $145,187 related
- Bonus
- $0
- Other
- $0 + $10,110 related
- Deferred
- $11,023 + $48,199 related
- Nontaxable benefits
- $0 + $16,738 related
- Filer's total
- $121,251 + $220,234 related
-
SWETA SARKAR
DIRECTOR (SDSU EMP)
- Total calculated
- $289,076
- From this org
- $7,292
- From related orgs
- $187,323
- Other
- $94,461
- Hours/week
- 15 + 35 related
Schedule J breakdown matched by us
- Base
- $7,292 + $187,233 related
- Bonus
- $0
- Other
- $0 + $90 related
- Deferred
- $0 + $57,957 related
- Nontaxable benefits
- $0 + $36,504 related
- Filer's total
- $7,292 + $281,784 related
-
ROBERT ZELLER
DIRECTOR (SDSU EMP)
- Total calculated
- $233,402
- From this org
- $3,535
- From related orgs
- $157,587
- Other
- $72,280
- Hours/week
- 15 + 35 related
Schedule J breakdown matched by us
- Base
- $3,535 + $157,587 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $50,533 related
- Nontaxable benefits
- $0 + $21,747 related
- Filer's total
- $3,535 + $229,867 related
-
STEVEN GILL
DIRECTOR (SDSU EMP)
- Total calculated
- $229,742
- From this org
- $8,000
- From related orgs
- $146,283
- Other
- $75,459
- Hours/week
- 15 + 35 related
Schedule J breakdown matched by us
- Base
- $8,000 + $146,283 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $46,228 related
- Nontaxable benefits
- $0 + $29,231 related
- Filer's total
- $8,000 + $221,742 related
-
GUADALUPE AYALA
DIRECTOR (SDSU EMP)
- Total calculated
- $300,398
- From this org
- $80,553
- From related orgs
- $144,020
- Other
- $75,825
- Hours/week
- 15 + 35 related
Schedule J breakdown matched by us
- Base
- $80,553 + $144,020 related
- Bonus
- $0
- Other
- $0
- Deferred
- $8,055 + $46,111 related
- Nontaxable benefits
- $0 + $21,659 related
- Filer's total
- $88,608 + $211,790 related
-
MING-HSIANG TSOU
DIRECTOR/PRINCIPAL INV. (SDSU EMP)
- Total calculated
- $223,142
- From this org
- $24,321
- From related orgs
- $131,588
- Other
- $67,233
- Hours/week
- 15 + 35 related
Schedule J breakdown matched by us
- Base
- $24,321 + $131,588 related
- Bonus
- $0
- Other
- $0
- Deferred
- $2,432 + $38,420 related
- Nontaxable benefits
- $0 + $26,381 related
- Filer's total
- $26,753 + $196,389 related
-
RANDOLPH PHILIPP
SECRETARY/PRINCIPAL INV. (SDSU EMP)
- Total calculated
- $111,722
- From this org
- $26,497
- From related orgs
- $82,267
- Other
- $2,958
- Hours/week
- 15 + 35 related
-
TOM MCCARRON
DIRECTOR/RETIRED VP (SDSU EMP)
- Total calculated
- $0
- Hours/week
- 1
-
VICKIE CAPPS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JOAN COPPENRATH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DAVID PAGE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ALEX WATERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
TAREK MORSY
DIRECTOR (SDSU EMP)
- Total calculated
- $0
- Hours/week
- 1
-
WILLIAM TONG
DIRECTOR (SDSU EMP)
- Total calculated
- $355,909
- From this org
- $0
- From related orgs
- $257,960
- Other
- $97,949
- Hours/week
- 1
Schedule J breakdown matched by us
- Base
- $0 + $257,198 related
- Bonus
- $0
- Other
- $0 + $762 related
- Deferred
- $0 + $83,344 related
- Nontaxable benefits
- $0 + $14,605 related
- Filer's total
- $0 + $355,909 related
-
DEANNA MACKEY
KPBS-GENERAL MANAGER (SDSU EMP)
- Total calculated
- $410,405
- From this org
- $0
- From related orgs
- $287,340
- Other
- $123,065
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $0 + $287,340 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $92,801 related
- Nontaxable benefits
- $0 + $30,264 related
- Filer's total
- $0 + $410,405 related
-
BRENDA FOSTER
DIRECTOR OF PEOPLE AND CULTURE, KPBS
- Total calculated
- $222,950
- From this org
- $204,115
- From related orgs
- $0
- Other
- $18,835
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $204,041
- Bonus
- $0
- Other
- $74
- Deferred
- $10,198
- Nontaxable benefits
- $8,637
- Filer's total
- $222,950
-
TERRENCE SHEPHERD
NEWS DIRECTOR, KPBS
- Total calculated
- $247,612
- From this org
- $229,902
- From related orgs
- $0
- Other
- $17,710
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $188,826
- Bonus
- $0
- Other
- $41,076
- Deferred
- $16,525
- Nontaxable benefits
- $1,185
- Filer's total
- $247,612
-
MICHELE GOETZ
CHIEF EXECUTIVE OFFICER (SDSU EMP)
- Total calculated
- $303,033
- From this org
- $0
- From related orgs
- $226,620
- Other
- $76,413
- Hours/week
- 38 + 12 related
Schedule J breakdown matched by us
- Base
- $0 + $226,224 related
- Bonus
- $0
- Other
- $0 + $396 related
- Deferred
- $0 + $46,733 related
- Nontaxable benefits
- $0 + $29,680 related
- Filer's total
- $0 + $303,033 related
-
LESLIE R LEVINSON
CHIEF FINANCIAL OFFICER
- Total calculated
- $287,000
- From this org
- $0
- From related orgs
- $213,324
- Other
- $73,676
- Hours/week
- 38 + 12 related
Schedule J breakdown matched by us
- Base
- $0 + $212,928 related
- Bonus
- $0
- Other
- $0 + $396 related
- Deferred
- $0 + $46,733 related
- Nontaxable benefits
- $0 + $26,943 related
- Filer's total
- $0 + $287,000 related
-
DEB NAYLON
CHIEF HR OFFICER (SDSU EMP)
- Total calculated
- $241,901
- From this org
- $0
- From related orgs
- $174,126
- Other
- $67,775
- Hours/week
- 38 + 12 related
Schedule J breakdown matched by us
- Base
- $0 + $173,988 related
- Bonus
- $0
- Other
- $0 + $138 related
- Deferred
- $0 + $55,945 related
- Nontaxable benefits
- $0 + $11,830 related
- Filer's total
- $0 + $241,901 related
-
RACHEL M RAYNOHA
CHIEF INFORMATION OFFICER
- Total calculated
- $226,218
- From this org
- $185,857
- From related orgs
- $0
- Other
- $40,361
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $185,488
- Bonus
- $0
- Other
- $369
- Deferred
- $18,723
- Nontaxable benefits
- $21,638
- Filer's total
- $226,218
-
BRIAN DUTCHER
COACH
- Total calculated
- $1,823,856
- From this org
- $1,339,375
- From related orgs
- $358,956
- Other
- $125,525
- Hours/week
- 0.5 + 50 related
Schedule J breakdown matched by us
- Base
- $1,034,375 + $358,560 related
- Bonus
- $305,000
- Other
- $0 + $396 related
- Deferred
- $0 + $103,576 related
- Nontaxable benefits
- $0 + $21,949 related
- Filer's total
- $1,339,375 + $484,481 related
-
BRADY HOKE
COACH
- Total calculated
- $1,449,568
- From this org
- $965,417
- From related orgs
- $355,237
- Other
- $128,914
- Hours/week
- 0.5 + 50 related
Schedule J breakdown matched by us
- Base
- $892,917 + $349,231 related
- Bonus
- $72,500
- Other
- $0 + $6,006 related
- Deferred
- $0 + $103,576 related
- Nontaxable benefits
- $0 + $25,338 related
- Filer's total
- $965,417 + $484,151 related
-
JOHN WICKER
ATHLETIC DIRECTOR
- Total calculated
- $660,682
- From this org
- $215,500
- From related orgs
- $314,640
- Other
- $130,542
- Hours/week
- 0.5 + 50 related
Schedule J breakdown matched by us
- Base
- $117,500 + $314,502 related
- Bonus
- $80,000
- Other
- $18,000 + $138 related
- Deferred
- $0 + $101,553 related
- Nontaxable benefits
- $0 + $28,989 related
- Filer's total
- $215,500 + $445,182 related
-
MARK SUSSMAN
RESEARCHER - FACULTY
- Total calculated
- $540,428
- From this org
- $186,124
- From related orgs
- $263,587
- Other
- $90,717
- Hours/week
- 15 + 35 related
Schedule J breakdown matched by us
- Base
- $163,952 + $263,587 related
- Bonus
- $0
- Other
- $22,172
- Deferred
- $18,612 + $50,358 related
- Nontaxable benefits
- $0 + $21,747 related
- Filer's total
- $204,736 + $335,692 related
-
STEPHEN FISHER
COMMUNITY LIASON
- Total calculated
- $213,271
- From this org
- $203,271
- From related orgs
- $0
- Other
- $10,000
- Hours/week
- 20 + 20 related
Schedule J breakdown matched by us
- Base
- $200,000
- Bonus
- $0
- Other
- $3,271
- Deferred
- $10,000
- Nontaxable benefits
- $0
- Filer's total
- $213,271
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
- 7 · Other non-fixed payments
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
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 3:
- UPON HIRE, THE COMPENSATION OF THE CEO IS APPROVED BY THE SDSU RESEARCH FOUNDATION (SDSURF) BOARD OF DIRECTORS. ANNUALLY, IF CALIFORNIA STATE UNIVERSITY (CSU) PROVIDES A COST OF LIVING/MERIT INCREASE TO ALL ADMINISTRATIVE TYPE OF EMPLOYEES, THEN THE CEO OF SDSURF WOULD BE GIVEN A SIMILAR INCREASE. THESE INCREASES ARE PROVIDED TO ALL EMPLOYEES OF SDSURF, AS SDSURF IS REQUIRED TO PROVIDE SIMILAR PAY AND BENEFITS TO THE CSU IN COMPLIANCE WITH THE EDUCATION CODE.
- PART I, LINE 7:
- UNIVERSITY COACHES RECEIVED ADDITIONAL COMPENSATION FOR ACHIEVING TEAM ATHLETIC AND SCHOLASTIC MILESTONES.
- PART II:
- THE FOUNDATION, IN SUPPORT OF SDSU, PAYS COMPENSATION TO CERTAIN INDIVIDUALS, LISTED ON PART VII AND SCHEDULE J, TO ALLOW SDSU TO ATTRACT AND RETAIN THE BEST TALENT POSSIBLE IN ORDER TO EXECUTE ON ITS EDUCATIONAL MISSION. THESE INDIVIDUALS PROVIDE, LITTLE OR NO DIRECT SERVICES TO THE FOUNDATION AND THE AMOUNTS ARE PAID ONLY IN FURTHERANCE OF THE FOUNDATIONS MISSION TO SUPPORT SDSU.
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
-
$21,539,874
UNIVERSITY SUPPORT
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.
-
501(C)(9) · VEBA TRUST · CA
-
GOVERNMENT · HIGHER EDUCATION · 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 · TRUST · CA · controlled entity
Directly controlled by SDSU RESEARCH FOUND
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 10 March 2025
- IRS schema version
- 2023v6.0
- Source object
- 202510699349301126
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