2024-05-15T18:43:19-05:00 2023-06-30 953001179 WINDES INC PO BOX 87 LONG BEACH CA 90801 990 2022-07-01 941384645 THE UNIVERSITY CORPORATION SAN FRANCISCO STATE UNIV 4153387123 1600 HOLLOWAY AVE ADMIN BLDG 36 SAN FRANCISCO CA 94132 TAMMIE RIDGELL INTERIM EXECUTIVE DIRECTOR 4153387123 2024-05-15 1 TAMMIE RIDGELL 999009999 1 DONITA JOSEPH P00286656 5624351191 2024-05-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TAMMIE RIDGELL 1600 HOLLOWAY AVE ADMIN BLDG 361 SAN FRANCISCO CA 94132 46775368 0 X HTTPS://UCORP.SFSU.EDU/ X 1946 CA UNIVERSITY CORPORATION SERVES AS AN AUXILIARY ORGANIZATION OF SAN FRANCISCO STATE UNIVERSITY. 17 6 370 11 -92131 0 12867811 21293606 6067336 6161008 1256399 1009147 225326 455481 20416872 28919242 2471660 3307817 0 0 6196634 6554960 0 0 0 11559883 13115303 20228177 22978080 188695 5941162 74243421 80444751 31021278 29500358 43222143 50944393 X THE PURPOSE OF THE UNIVERSITY CORPORATION IS TO PROMOTE, ASSIST, AND ENHANCE THE EDUCATIONAL MISSION OF SAN FRANCISCO STATE UNIVERSITY THROUGH EDUCATIONAL PROJECTS, UNIVERSITY RESEARCH AND DEVELOPMENT PROJECTS, AND COMMUNITY OUTREACH. 0 0 2043214 THE GENENTECH SCHOLARS GRANT PROGRAM SEEKS TO SIGNIFICANTLY ADVANCE THE ACADEMIC ACHIEVEMENT AND RETENTION OF FRESHMEN AND SOPHOMORE STUDENTS IN BIOLOGY, CHEMISTRY, AND BIOCHEMISTRY BY PROVIDING TUTORING, SEMINARS, WORKSHOPS, PROVIDING DIRECT STUDENT SUPPORT, AND COVERING SALARIES AND CONSULTANTS. 613845 544829 COMMENCEMENT FUND PROVIDES FUNDING FOR THE PLANNING AND ADMINISTRATION OF THE UNIVERSITY'S ANNUAL COMMENCEMENT. 500000 THE HERBST FOUNDATION GRANT IS MULTI-YEAR GRANT PROVIDED TO ASSIST TOWARD THE CONSTRUCTION OF A NEW BUILDING ON CAMPUS TO HOUSE THE BROADCAST AND ELECTRONIC ARTS DEPARTMENT. IT INVOLVED THE NAMING OF THE LOBBY SPACE IN THE NEW BUILDING. 395317 THE GENENTECH FOUNDATION GRANT IS A MULTI-YEAR GRANT PROVIDED TO ASSIST SFSU FRESHMEN/SOPHOMORE SCHOLARS INVOLVED IN REASEARCH AND BUILD STRONG COMMUNITY WITHIN STEM AT THIS EARLY STAGE. 12428438 3307817 5925040 OTHER PROGRAM SERVICES:-IN KEEPING WITH THE MISSION OF THE UNIVERSITY CORPORATION, EXPENSES INCURRED IN THE OTHER LIFE-LONG LEARNING INSTITUTE IS AN ACTIVE COMMUNITY PEERS AGE 50 AND UP ENGAGED IN LEARNING THROUGH THREE AND SIX WEEK CLASSES, INTEREST GROUPS AND EVENTS AT THE SF STATE DOWNTOWN AND MAIN CAMPUSES.-THE RET (REHABILITATION ENGINEERING TECHNOLOGY) PROJECT PROVIDES TECHNOLOGY SOLUTIONS FOR PEOPLE WITH DISABILITIES AND INJURIES. PROVIDING TRAINING TO STUDENTS IN THE REHABILIATION COUNSELING PROGRAM AND PROVIDES DIRECT SERVICES TO STAFF AND FACULTY THROUGH SFSU RISK MANAGEMENT AND PUBLIC AND PRIVATE ENTITIES IN SAN FRANCISCO AND THE GREATER BAY AREA.-SIERRA NEVADA FIELD CAMPUS MAJOR RENOVATIONS FOR SATELLITE CAMPUS OFFERRING CLASSES AND WORKSHOPS DEDICATAED TO PROMOTING AN UNDERSTANDING AND APPRECIATION OF THE BIOLOGICAL DIVERSITY, GEOSCIENCES, HYDROLOGY, ASTRONOMY, PLIEN AIR ART AND WRITTEN WORD IN THE GOLD LAKES BASIN AND SIERRA VALLY REGIONS OF THE SIERRA NEVADA THROUGH EDUCATION AND RESEARCH.-THE MARCUS FUND FOR EXCELLENCE IN CINEMA WHICH SUPPORTS THE OBJECTIVES OF THE CINEMA DEPARTMENT INCLUDING NEW EQUIPMENT ACQUISTION AND UPGRADES, NEW CURRICULUM DEVELOPMENT, FACULTY RESEARCH AND CREATIVE PROJECTS AND ADDITIONAL OBJECTIVIES AS NEEDED AND APPROPRIATE TO THE PURPOSE OF THE FUND.-CENTER FOR WORKFORCE OF THE FUTURE IS A ONE-STOP SHOP FOR MEANINGFUL CORPORATE AND INDUSTRY ENGAGEMENT WITH STUDENTS AND FACULTY. THE CENTER WILL INCLUDE 21ST CENTURY CAREER AND LEADERSHIP DEVELOPMENT; CORPORATE PARTNERSHIP PROGRAMS FOR CUSTOMIZED STUDENT TRAINING AND DEVELOPMENT TO ENSURE CAREER-READY GRADUATES; AND THE INTEGRATION OF CONTEMPORARY BUSINESS CHALLENGES WITH LEADING-EDGE FACULTY RESEARCH AND CURRICULUM DESIGN.-UPSWING GRANT PROVIDES SUPPORT FOR ADOLESCENT MENTAL HEALTH PROGRAMS. 12823755 3307817 5925040 15980814 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 319 0 1 370 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 17 6 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X X TAMMIE RIDGELL 4153381706 1600 HOLLOWAY AVE ADMIN BLDG 361 SAN FRANCISCO CA 94132 BRIAN BEATTY DIRECTOR 1.00 39.00 X 0 133582 63123 JASON BELL DIRECTOR 1.00 39.00 X 0 20099 52 YVONNE BUI SECRETARY 1.00 39.00 X X 0 170684 65953 LY CHAU DIRECTOR 1.00 39.00 X 0 120317 63113 ANOSHUA CHAUDHURI VICE-CHAIR 1.00 39.00 X X 0 157784 74296 GENE CHELBERG DIRECTOR (THRU 12/2022) 1.00 39.00 X 0 151035 70244 JAMILLAH MOORE DIRECTOR 1.00 39.00 X 0 255192 110055 NEIL COHEN DIRECTOR 1.00 X 0 0 0 TREVOR GETZ CHAIR 1.00 39.00 X X 0 138319 74262 MICHAEL GOLDMAN DIRECTOR 1.00 39.00 X 0 146523 53393 SYLVIA PIAO DIRECTOR 1.00 39.00 X 0 158625 68925 JASON PORTH EXECUTIVE DIRECTOR 20.00 20.00 X X 0 238587 100075 KAL SALAMA DIRECTOR 1.00 X 0 0 0 CHRISTY STEVENS DIRECTOR 1.00 39.00 X 0 145535 54088 ROB STRONG DIRECTOR 1.00 39.00 X 0 71824 20744 IESE ESERA DIRECTOR 1.00 21.00 X 0 0 0 MOHIT MALIK DIRECTOR 1.00 20.00 X 0 0 0 ERSA RAO DIRECTOR 1.00 X 0 0 0 JAY ORENDORFF DIRECTOR (THRU 12/2022) 1.00 X 0 0 0 0 1908106 818323 0 0 1 0 MCCORMACK CONSTRUCTION PO BOX 261 SIERRAVILLE CA 96126 CONTRACTING SERVICES 266869 AMERICAN CAMPUS COMMUNITIES OPERATING PA 12700 HILL COUNTRY BLVD SUITE T-2 AUSTIN TX 78738 HOUSING AND MOVE-IN SERVICES 162372 2 53319 71025 9152994 12016268 52080 21293606 PROJECT REVENUE 611710 2880820 2829903 50917 FACILITIES RENTAL 611710 2503596 2293981 209615 COMMISSIONS EARNED 611710 421106 421106 REGISTRATION FEES 611710 355486 355486 6161008 853341 -356691 1210032 17350045 17194239 155806 155806 155806 68375 71025 186315 -117940 -117940 1029928 475572 554356 554356 OTHER OPERATING REVENUE 611710 19065 15037 4028 19065 28919242 6469869 -92131 1247898 X 3307817 3307817 5072260 4435001 637259 23616 19460 4156 1459084 1202337 256747 4445 4445 52770 52770 161488 161488 223101 140961 82140 20404 20404 904258 727145 177113 1769936 702530 1067406 282155 277330 4825 85777 83808 1969 260822 260822 574772 574772 93487 9308 84179 CONTRACTUAL SERVICES 2962626 241075 2721551 STIPENDS 2379579 2379579 ALL OTHER EXPENSES 2188550 1283265 905285 TUITION & FEES 578828 578828 572305 571966 339 22978080 15980814 6997266 0 777111 2157351 400658 451603 5894152 5090626 1443978 1555132 13440 22904 19600 60790 15561005 5314968 10431565 10246037 16588618 18392480 18180316 22694793 20493983 19773035 74243421 80444751 1235002 1436013 19955656 18563715 9830620 9500630 31021278 29500358 X -1657405 -1807320 10431565 10246037 34447983 42505676 43222143 50944393 74243421 80444751 5941162 1781088 0 X 0 1 X 1 0 X 8987526 22721220 11120520 12867811 21293606 76990683 8987526 22721220 11120520 12867811 21293606 76990683 20232547 56758136 864860 1502689 501310 452128 1210032 4531019 81521702 31005050 0.69620 0.71600 X FORM 990, SCHEDULE A, PART II, SECTION B, LINE 9: THE ORGANIZATION IS REPORTING $0 UNRELATED BUSINESS TAXABLE INCOME (UBTI) ON LINE 9 AS THERE IS A NET LOSS REPORTED ON THE FORM 990-T WHEN CALCULATING UBTI USING THE AGGREGATE METHOD. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 649772 33096 12917 669951 712177 -48202 14203 649772 628596 96871 13290 712177 625499 15824 12727 628596 618392 29046 21939 625499 1.00000 0 0 4904251 2603538 2300713 1818891 2396808 -577917 8837863 314622 8523241 10246037 LOCAL AGENCY INVEST. FUND 10070555 F ALTERNATIVE INVESTMENTS 4073134 F CMO & ASSET BACKED SEC. 394199 F MORTGAGE BACKED SEC. 437475 F MUNICIPAL BONDS 379526 F CORPORATE DEBT SEC. 2726768 F AGENCY SECURITIES 371331 F EQUITY SECURITIES 4241805 F 22694793 LEASE RECEIVABLE 19773035 19773035 DUE TO RELATED ORGANIZATIONS 1009322 LEASE RENT PAYABLE (STRAIGHT-LINE) 8491308 9500630 X 30538842 1781088 1781088 28757754 161488 161488 28919242 22816592 0 22816592 161488 161488 22978080 PART V, LINE 4: THE ENDOWMENT IS RESTRICTED FOR LIMITED PURPOSE. THE ENDOWMENT ONLY EARNS INTEREST AND NOT DISTRIBUTIONS BECAUSE OF SPECIFIC RESTRICTIONS FOR TEACHERS WITH CANCER. PART X, LINE 2: FIN 48: THE CORPORATION IS A NOT-FOR-PROFIT CORPORATION AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THE CALIFORNIA TAX CODE. CONTINUANCE OF SUCH EXEMPTION IS SUBJECT TO COMPLIANCE WITH LAWS AND REGULATIONS OF THE TAXING AUTHORITIES. CERTAIN ACTIVITIES CONSIDERED UNRELATED TO THE TAX-EXEMPT PURPOSES OF THE CORPORATION MAY GENERATE INCOME THAT IS TAXABLE. NO PROVISION HAS BEEN RECORDED FOR INCOME TAXES, AS THE NET INCOME FROM UNRELATED BUSINESS, IN THE OPINION OF MANAGEMENT, IS NOT MATERIAL TO THE BASIC FINANCIAL STATEMENTS TAKEN AS A WHOLE. THE STATUTE OF LIMITATIONS FOR FEDERAL AND CALIFORNIA STATE PURPOSE IS GENERALLY THREE AND FOUR YEARS, RESPECTIVELY. ALUMNI ANNUAL HALL OF FAME 139400 71025 68375 60152 98597 1750 25816 139400 71025 68375 60152 98597 1750 25816 186315 -117940 1 SAN FRANCISCO STATE UNIVERSITY 1600 HOLLOWAY AVE SAN FRANCISCO CA 94132 931137247 115 2819624 0 SCHOLARSHIP, GRAD CEREMONY, THEATRE AND LOBBY REFURBISH 1 PART I, LINE 2: GRANTS ARE MADE EITHER DIRECTLY TO SAN FRANCISCO STATE UNIVERSITY (WHICH THE UNIVERSITY CORPORATION, SAN FRANCISCO STATE IS AN AUXILIARY ORGANIZATION OF) OR ASSOCIATED STUDENTS INC. (ANOTHER AUXILIARY ORGANIZATION OF SFSU). SFSU CONTROLS BOTH SAN FRANCISCO STATE UNIVERSITY FOUNDATION AND THE UNIVERSITY CORPORATION, SAN FRANCISCO STATE VIA THE POWER TO APPROVE MEMBERS OF EACH OF THE ORGANIZATION'S BOARD. GRANT FUNDS ARE USED SOLELY TO ADVANCE THE MISSION OF SFSU AND ARE MONITORED TO ENSURE THEY ARE USED FOR PROPER PURPOSES VIA THIS COMMON CONTROL. 0 0 0 0 0 0 0 0 0 JAMILLAH MOORE DIRECTOR 0 251554 0 3500 0 138 0 78281 0 31774 0 365247 0 0 JASON PORTH EXECUTIVE DIRECTOR 0 234997 0 3500 0 90 0 72318 0 27757 0 338662 0 0 YVONNE BUI SECRETARY 0 160934 0 9750 0 0 0 41005 0 24948 0 236637 0 0 ANOSHUA CHAUDHURI VICE-CHAIR 0 150584 0 7200 0 0 0 40820 0 33476 0 232080 0 0 SYLVIA PIAO DIRECTOR 0 154987 0 3500 0 138 0 47378 0 21547 0 227550 0 0 GENE CHELBERG DIRECTOR (THRU 12/2022) 0 147208 0 3500 0 327 0 46277 0 23967 0 221279 0 0 TREVOR GETZ CHAIR 0 132319 0 6000 0 0 0 40655 0 33607 0 212581 0 0 MICHAEL GOLDMAN DIRECTOR 0 141523 0 5000 0 0 0 39484 0 13909 0 199916 0 0 CHRISTY STEVENS DIRECTOR 0 141897 0 3500 0 138 0 43188 0 10900 0 199623 0 0 BRIAN BEATTY DIRECTOR 0 125582 0 8000 0 0 0 34932 0 28191 0 196705 0 0 LY CHAU DIRECTOR 0 114545 0 5772 0 0 0 35477 0 27636 0 183430 0 0 PART I, LINE 3 THE EXECUTIVE DIRECTOR OF THE UNIVERSITY CORPORATION IS COMPENSATED BY SAN FRANCISCO STATE UNIVERSITY ("SFSU"), A RELATED ORGANIZATION. SFSU UTILIZES THE FOLLOWING METHODS TO DETERMINE COMPENSATION FOR THE EXECUTIVE DIRECTORS: COMPENSATION SURVEY OR STUDY, FORM 990 OF OTHER ORGANIZATIONS, AND BOARD OR COMMITTEE APPROVAL. X 3192 52080 FMV 0 0 0 PART I, COLUMN (B): THE AMOUNT IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION A, LINE 7A DOES THE ORGANIZATION HAVE MEMBERS, STOCKHOLDERS, OR OTHER PERSONS WHO HAD THE POWER TO ELECT OR APPOINT ONE OR MORE MEMBERS OF THE GOVERNING BODY? THE PRESIDENT AND VICE PRESIDENT OF SAN FRANCISCO STATE UNIVERSITY EACH HAVE THE AUTHORITY TO EITHER SERVE ON THE BOARD OF DIRECTORS OR APPOINT A DESIGNEE TO DO SO ON THEIR BEHALF. FORM 990, PART VI, SECTION A, LINE 7B ARE ANY GOVERNANCE DECISIONS OF THE ORGANIZATION RESERVED TO (OR SUBJECT TO APPROVAL BY) MEMBERS, STOCKHOLDERS, OR OTHER PERSONS OTHER THAN THE GOVERNING BODY? THE PRESIDENT AND VICE PRESIDENT OF SAN FRANCISCO STATE UNIVERSITY EACH HAVE THE AUTHORITY TO EITHER SERVE ON THE BOARD OF DIRECTORS OR APPOINT A DESIGNEE TO DO SO ON THEIR BEHALF. FORM 990, PART VI, SECTION B, LINE 11B DESCRIBE THE PROCESS THE ORGANIZATION USES TO REVIEW FORM 990. AUDITOR FORWARDS THE COMPLETED FORM 990 TO THE DIRECTOR OF FINANCE AND ADMINISTRATION OF UNIVERSITY CORPORATION FOR REVIEW. UPON REVIEW, THE DIRECTOR OF FINANCE AND ADMINISTRATION OF THE UNIVERSITY CORPORATION, SAN FRANCISCO STATE FORWARDS THE FORM 990 TO THE EXECUTIVE DIRECTOR FOR REVIEW. THE DIRECTOR OF FINANCE AND ADMINISTRATION THEN REVIEWS AND FORWARDS THE FORM 990 TO THE UNIVERSITY CORPORATION BOARD FOR ITS REVIEW PRIOR TO FILING. BOARD MEMBERS ARE ENCOURAGED TO REVIEW THE FORM 990 AND TO FORWARD ANY QUESTIONS TO THE DIRECTOR OF FINANCE AND ADMINISTRATION. FORM 990, PART VI, SECTION B, LINE 12C DESCRIBE HOW THE ORGANIZATION MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY. BOARD MEMBERS ARE REQUIRED TO REVIEW AND COMPLETE AN ANNUAL CONFLICT OF INTEREST STATEMENT NOTING THEIR UNDERSTANDING OF THE POLICY AND THEIR WILLINGNESS TO ABIDE BY IT. THE POLICY INCLUDES FINANCIAL INTERESTS OF $250 IN AGGREGATE, OR REAL PROPERTY IN WHICH THE BOARD MEMBER HAS AN INTEREST OF $1,000 OR MORE, OR AN INVESTMENT INTEREST OF $1,000 OR MORE. THE POLICY IS APPLICABLE TO ALL BOARD MEMBERS AND KEY EMPLOYEES. THOSE BECOMING AWARE OF A POTENTIAL CONFLICT MUST DISCLOSE IT, ABSTAIN FROM VOTING, REVIEW IT WITH THE CHAIR AND BOARD AND ALLOW THE BOARD TO DETERMINE THE BEST COURSE OF ACTION. FORM 990, PART VI, SECTION B, LINE 15A DESCRIBE THE PROCESS USED TO DETERMINE THE COMPENSATION OF THE ORGANIZATION'S CEO, EXECUTIVE DIRECTOR, OR TOP MANAGEMENT OFFICIAL. THE ORGANIZATION DOES NOT PROVIDE ANY COMPENSATION TO THE INDIVIDUALS LISTED ON PART VII OF THE FORM 990. ALL COMPENSATION PAID TO THESE INDIVIDUALS IS PAID BY A RELATED ORGANIZATION, SAN FRANCISCO STATE UNIVERSITY (SFSU). THE PROCESS USED TO DETERMINE COMPENSATION FOR THESE INDIVIDUALS IS DETERMINED BY SFSU. FORM 990, PART VI, SECTION C, LINE 19 DECRIBE HOW THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON THE ORGANIZATION'S WEBSITE AND UPON REQUEST FOR THE SAME PERIOD OF THE TIME SET FORTH IN I.R.C. SECTION 6104 (D). FORM 990, PART V, LINE 2A & PART IX, LINES 7, 8, 9: THE UNIVERSITY CORPORATION DOES NOT HAVE ANY DIRECT ADMINISTRATION EMPLOYEES. THE UNIVERSITY CORPORATION REIMBURSES THE COST OF ALL UCORP ADMIN STAFF TO SFSU AS ALL ARE STATE EMPLOYEES. SAN FRANCISCO STATE UNIVERSITY 1600 HOLLOWAY AVE SAN FRANCISCO CA 94132 931137247 EDUCATIONAL CA 115 LINE 6 N/A 0 SAN FRANCISCO STATE UNIVERSITY FOUNDATION 1600 HOLLOWAY AVE SAN FRANCISCO CA 94132 261169717 SUPPORT SFSU CA 501(C)(3) LINE 5 SFSU 0 ASSOCIATED STUDENTS INC OF SAN FRANCISCO STATE UNIVERSITY 1650 HOLLOWAY AVE SAN FRANCISCO CA 94132 941170352 SUPPORT SFSU CA 501(C)(3) LINE 5 SFSU 0 0 1 1 0 0 0 0 0 1 1 1 1 0 1 1 1 1 0 0