San Diego State University Foundation in San Diego, California (CA)

San Diego State University Foundation
Employer Identification Number (EIN)	956042721
Name of Organization	San Diego State University Foundation
In Care of Name	Business Manager
Address	5250 Campanile Dr, San Diego, CA 92182-1901
Activities	Scientific research (diseases), Contact or sponsored scientific research for industry, Other school related activities
Subsection	Charitable Organization
Ruling Date	05/1944
Deductibility	Contributions are deductible
Organization	Corporation
Exempt Organization Status	Unconditional Exemption
Tax Period	06/2013
Assets	$50,000,000 to greater
Income	$50,000,000 to greater
Filing Requirement	990 (all other) or 990EZ return
Asset Amount	$177,940,725
Amount of Income	$217,288,435
Form 990 Revenue Amount	$166,302,216
National Taxonomy of Exempt Entities (NTEE)	Educational Institutions and Related Activities: Single Organization Support

Non-representatives - add comments:

Amount of income in 2013: $217,288,435

This organization:	$217,288,435
Other organizations performing similar types of work:	$210,183

Assets in 2013: $177,940,725

This organization:	$177,940,725
Other organizations performing similar types of work:	$888,646

Expenses in 2013: $162,707,875

This organization:	$162,707,875
Other organizations performing similar types of work:	$110,000

Income to expenses ratio in 2013: 1.3

San Diego State University Foundation:	1.3
Other organizations performing similar types of work:	1.5

Expenses allocated to program services in 2007: 89.4%

San Diego State University Foundation:	89.4%
Other organizations performing similar types of work:	89.4%

Employees paid over $100,000 in 2013: 1.3%

San Diego State University Foundation:	1.3%
Other organizations performing similar types of work:	0.0%

Grants share in income in 2013: 44.7%

San Diego State University Foundation:	44.7%
Other organizations performing similar types of work:	4.4%

Financial snapshot ($)

Revenue for 2013

Assets at the end of 2013

Functional expenses for 2013

	2012	2013
Checklist
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)?	Yes	Yes
Is the organization required to complete Schedule B, Schedule of Contributors?	Yes	Yes
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office?	No	No
Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year?	Yes	Yes
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19?	No	No
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts?	No	No
Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures?	No	No
Did the organization maintain collections of works of art, historical treasures, or other similar assets?	No	No
Did the organization report an amount for escrow or custodial account liability; serve as a custodian or provide credit counseling, debt management, credit repair, or debt negotiation services?	No	No
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments?	Yes	Yes
Did the organization report an amount for land, buildings, and equipment?	Yes	Yes
Did the organization report an amount for investments-other securities that is 5% or more of its total assets?	No	No
Did the organization report an amount for investments-program related that is 5% or more of its total assets?	No	No
Did the organization report an amount for other assets that is 5% or more of its total assets?	No	No
Did the organization report an amount for other liabilities?	Yes	Yes
Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses the organization's liability for uncertain tax positions under FIN 48 (ASC 740)?	No	No
Did the organization obtain separate, independent audited financial statements for the tax year?	Yes	Yes
Was the organization included in consolidated, independent audited financial statements for the tax year?	Yes	Yes
Is the organization a school described in section 170(b)(1)(A)(ii)?	No	No
Did the organization maintain an office, employees, or agents outside of the United States?	Yes	Yes
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more?	Yes	Yes
Did the organization report more than $5,000 of grants or other assistance to or for any foreign organization?	No	Yes
Did the organization report more than $5,000 of aggregate grants or other assistance to or for foreign individuals?	Yes	Yes
Did the organization report a total of more than $15,000 of expenses for professional fundraising services?	Yes	Yes
Did the organization report more than $15,000 total of fundraising event gross income and contributions?	Yes	Yes
Did the organization report more than $15,000 of gross income from gaming activities?	No	No
Did the organization operate one or more hospital facilities?	No	No
Did the organization attach a copy of its audited financial statements?	No	No
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government?	Yes	Yes
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals?	Yes	Yes
Did the organization answer 'Yes' about compensation of the organization's current and former officers, directors, trustees, key employees, and highest compensated employees?	Yes	Yes
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002?	Yes	Yes
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?	No	No
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease any tax-exempt bonds?	No	No
Did the organization act as an 'on behalf of' issuer for bonds outstanding at any time during the year?	No	No
Did the organization engage in an excess benefit transaction with a disqualified person during the year?	No	No
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ?	No	No
Did the organization report any amount for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons?	No	No
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons?	No	No
Was the organization a party to a business transaction with one of the following parties
A current or former officer, director, trustee, or key employee?	No	No
A family member of a current or former officer, director, trustee, or key employee?	No	No
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner?	No	No
Did the organization receive more than $25,000 in non-cash contributions?	Yes	Yes
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions?	No	No
Did the organization liquidate, terminate, or dissolve and cease operations?	No	No
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?	No	No
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3?	No	No
Was the organization related to any tax-exempt or taxable entity?	Yes	Yes
Did the organization have a controlled entity within the meaning of section 512(b)(13)?	No	No
Did the organization make any transfers to an exempt non-charitable related organization?	No	No
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes?	No	No

	2011	2012	2013
Statements Regarding Other IRS Filings and Tax Compliance
The number reported in Box 3 of Form 1096		1,039	905
The number of Forms W-2G		0	0
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners?		Yes	Yes
The number of employees reported on Form W-3, Transmittal of Wage and Tax Statements, filed for the calendar year ending with or within the year covered by this return		4,574	4,156
Did the organization file all required federal employment tax returns?		Yes	Yes
Did the organization have unrelated business gross income of $1,000 or more during the year?	Yes	Yes	Yes
Has it filed a Form 990-T for this year?		Yes	Yes
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)?		No	No
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?		No	No
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?		No	No
Did the organization file Form 8886-T?		No	No
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions?		No	No
Did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?		No	No
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?		Yes	Yes
Did the organization notify the donor of the value of the goods or services provided?		Yes	Yes
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?		No	Yes
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?		No	No
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?		No	No
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?		No	No
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?		Yes	Yes
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year?		No	No
Did the sponsoring organization make any taxable distributions under section 4966?		No	No
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?		No	No
Initiation fees and capital contributions	$0	$0	$0
Gross receipts for public use of club facilities	$0	$0	$0
Gross income from members or shareholders	$0	$0	$0
Gross income from other sources	$0	$0	$0
Is the organization filing Form 990 in lieu of Form 1041?		No	No
The amount of tax-exempt interest received or accrued during the year		$0	$0
Is the organization licensed to issue qualified health plans in more than one state?		No	No
The amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans		$0	$0
The amount of reserves on hand		$0	$0
Did the organization receive any payments for indoor tanning services during the tax year?		No	No
Has it filed a Form 720 to report these payments?		No	No

	2012	2013
Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
Total reportable compensation from the organization	$2,522,170	$2,512,544
Total reportable compensation from related organizations	$3,855,105	$3,728,913
Total estimated amount of other compensation from the organization and related organizations	$1,297,892	$1,134,472
Total number of individuals who received more than $100,000 of reportable compensation from the organization	44	40
Total number of independent contractors who received more than $100,000 of compensation from the organization	12	13

	2011	2012	2013
Statement of Revenue
Total revenue	$184,025,471	$176,177,085	$166,302,216
Contributions, Gifts, Grants and Other Similar Amounts	$86,721,016	$81,922,586	$74,353,144
Program Service Revenue	$97,057,654	$93,930,862	$90,034,253
541900		$42,558,652	$37,116,368
611600		$29,020,433	$30,977,664
541900		$15,650,530	$14,728,379
515100		$6,701,247	$7,211,842
All other program service revenue		$0	$0
Other Revenue
Investment income (including dividends, interest, and other similar amounts)	$1,822,125	$2,200,830	$1,805,881
Income from investment of tax-exempt bond proceeds	$0	$0	$0
Royalties	$284,049	$129,201	$249,078
Net rental loss	$-1,773,252	$-1,482,339	$-139,972
Gross rents (Real / Personal)	$9,729,706 / $0	$9,943,197 / $0	$9,863,415 / $0
Less: rental expenses (Real / Personal)	$11,502,958 / $0	$11,425,536 / $0	$10,003,387 / $0
Rental income or (loss) (Real / Personal)	$-1,773,252 / $0	$-1,482,339 / $0	$-139,972 / $0
Net gain/loss from sales of assets other than inventory	$-18,948	$-529,945	$42,322
Gross amount from sales of assets other than inventory (Securities / Other)	$16,456,287 / $0	$15,100,194 / $0	$24,582,474 / $16,229,738
Less: cost or other basis and sales expenses (Securities / Other)	$16,475,235 / $0	$15,630,139 / $0	$24,954,224 / $15,815,666
Gain or (loss) (Securities / Other)	$-18,948 / $0	$-529,945 / $0	$-371,750 / $414,072
Net income/loss from fundraising events	$-88,421	$-68,535	$-32,960
Gross income from fundraising events	$159,702	$120,038	$179,982
Less: direct expenses	$248,123	$188,573	$212,942
Net income/loss from gaming activities	$0	$0	$0
Net income/loss from sales of inventory	$0	$0	$0
Miscellaneous Revenue	$21,248	$74,425	$-9,530
515100		$74,425	$-9,530
All other revenue		$0	$0

	2011	2012	2013
Statement of Functional Expenses
Total functional expenses	$179,942,962	$170,708,236	$162,707,875
Grants and other assistance to domestic organizations and domestic governments		$4,392,325	$6,746,779
Grants and other assistance to domestic individuals		$7,453,833	$6,974,339
Grants and other assistance to foreign organizations, foreign governments, and foreign individuals		$73,025	$213,300
Benefits paid to or for members		$0	$0
Compensation of current officers, directors, trustees, and key employees	$1,366,290	$1,185,425	$1,163,050
Compensation not included above, to disqualified persons		$0	$0
Other salaries and wages	$74,031,375	$72,085,621	$68,683,121
Pension plan accruals and contributions		$5,683,890	$5,021,247
Other employee benefits		$10,118,887	$10,464,302
Payroll taxes	$5,934,196	$5,830,662	$5,464,641
Fees for services (non-employees)
Management		$0	$0
Legal		$414,033	$286,747
Accounting		$200,523	$190,764
Lobbying		$180,000	$175,775
Professional fundraising services	$328,755	$388,889	$267,526
Investment management fees		$0	$0
Other		$0	$6,472,756
Advertising and promotion		$0	$0
Office expenses		$0	$0
Information technology		$0	$0
Royalties		$0	$0
Occupancy		$4,692,241	$5,064,271
Travel		$3,910,815	$3,494,226
Payments of travel or entertainment expenses for any federal, state, or local public officials		$0	$0
Conferences, conventions, and meetings		$1,521,208	$4,582,386
Interest		$0	$0
Payments to affiliates		$0	$0
Depreciation, depletion, and amortization		$4,840,242	$4,890,308
Insurance		$413,669	$487,845
Other expenses		$14,539,267	$10,942,159
Other expenses		$6,978,608	$6,055,305
Other expenses		$6,149,579	$4,643,267
Other expenses		$5,668,700	$3,048,045
Other expenses		$13,986,794	$7,375,716

	2011	2012	2013
Balance Sheet
Total assets	$186,933,922	$186,545,481	$177,940,725
Cash - non-interest-bearing		$3,931,086	$4,096,542
Savings and temporary cash investments		$16,752,975	$14,836,512
Pledges and grants receivable, net		$17,082,076	$17,290,887
Accounts receivable, net		$4,313,932	$5,048,819
Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees		$0	$0
Loans and other receivables from other disqualified persons, persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations		$0	$0
Notes and loans receivable, net		$0	$0
Inventories for sale or use		$0	$0
Prepaid expenses and deferred charges		$3,091,813	$1,637,285
Land, buildings, and equipment: cost or other basis		$84,992,070	$66,511,104
Investments - publicly traded securities		$56,381,529	$68,519,576
Investments - other securities		$0	$0
Investments - program-related		$0	$0
Intangible assets		$0	$0
Other assets		$0	$0
Total liabilities	$116,522,819	$110,028,157	$97,791,019
Accounts payable and accrued expenses		$15,815,327	$13,048,150
Grants payable		$0	$0
Deferred revenue		$5,834,595	$5,417,528
Tax-exempt bond liabilities	$43,803,651	$42,754,164	$16,441,445
Escrow or custodial account liability		$0	$0
Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified persons		$0	$0
Secured mortgages and notes payable to unrelated third parties	$12,263,732	$12,064,597	$19,513,053
Unsecured notes and loans payable to unrelated third parties	$0	$0	$0
Other liabilities (including federal income tax, payables to related third parties, and other liabilities)		$33,559,474	$43,370,843
Total net assets or fund balances	$70,411,103	$76,517,324	$80,149,706
Unrestricted net assets		$0	$0
Temporarily restricted net assets		$0	$0
Permanently restricted net assets		$0	$0
Capital stock or trust principal, or current funds		$38,964,566	$47,176,736
Paid-in or capital surplus, or land, building, or equipment fund		$32,816,842	$28,211,667
Retained earnings, endowment, accumulated income, or other funds	$4,683,818	$4,735,916	$4,761,303

Reason for Public Charity Status (for 2013)
The organization is not a private foundation because it is:	An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2)
Number of organizations supported	1
Sum of amounts of support	$6,746,779

	2000	2001	2002	2003	2004	2005	2006	2007
Revenue, Expenses, and Changes in Net Assets or Fund Balances
Total revenue	$143,248,557	$160,945,271	$162,836,290	$150,818,901	$155,171,730	$151,791,113	$147,906,920	$151,954,736
Contributions, gifts, grants, and similar amounts received	$54,572,587	$67,244,075	$79,187,235	$77,915,903	$80,668,773	$72,827,866	$67,232,478	$68,360,805
Contributions to donor advised funds							$0	$0
Direct public support	$19,855,390	$28,531,841	$34,079,751	$33,088,688	$34,170,654	$28,552,065	$25,678,868	$25,489,896
Indirect public support	$0	$0	$0	$0	$0	$0	$0	$0
Government contributions (grants)	$34,717,197	$38,712,234	$45,107,484	$44,827,215	$46,498,119	$44,275,801	$41,553,610	$42,870,909
Program service revenue including government fees and contracts	$87,917,515	$92,573,139	$82,980,214	$72,875,774	$73,777,100	$79,170,003	$79,780,411	$83,591,008
Membership dues and assessments	$184,616	$93,834	$58,464	$73,596	$42,608	$48,623	$45,433	$45,680
Interest on savings and temporary cash investments	$450,555	$362,464	$266,194	$13,682	$26,544	$36,475	$52,937	$36,467
Dividends and interest from securities	$1,920,983	$2,359,066	$1,498,468	$1,394,692	$1,426,896	$1,434,113	$1,977,858	$846,735
Net rental income or (loss)	$-1,988,427	$-1,847,664	$-1,821,784	$-1,492,109	$-1,026,611	$-1,759,667	$-1,627,465	$-1,232,263
Gross rents	$4,831,335	$5,228,891	$6,233,992	$7,082,351	$8,066,897	$7,628,018	$8,031,687	$8,623,813
Less: rental expenses	$6,819,762	$7,076,555	$8,055,776	$8,574,460	$9,093,508	$9,387,685	$9,659,152	$9,856,076
Other investment income	$0	$0	$0	$0	$0	$0	$0	$0
Gain or (loss) from sales of assets other than inventory	$3,431	$-821	$545,590	$-75,629	$-83,604	$-206,199	$164,474	$-1,164
Gross amount from sales of assets other than inventory	$3,431	$11,720,576	$19,337,572	$17,372,568	$20,363,043	$13,484,640	$29,749,929	$3,498,953
Less: cost or other basis and sales expenses	$0	$11,721,397	$18,791,982	$17,448,197	$20,446,647	$13,690,839	$29,585,455	$3,500,117
Net income or (loss) from special events and activities	$0	$0	$0	$0	$0	$0	$0	$0
Gross revenue	$0	$0	$0	$0	$0	$0	$0	$0
Less: direct expenses other than fundraising expenses	$0	$0	$0	$0	$0	$0	$0	$0
Gross profit or (loss) from sales of inventory	$0	$0	$0	$0	$0	$0	$0	$0
Gross sales of inventory, less returns and allowances	$0	$0	$0	$0	$0	$0	$0	$0
Less: cost of goods sold	$0	$0	$0	$0	$0	$0	$0	$0
Other revenue	$187,297	$161,178	$121,909	$112,992	$340,024	$239,899	$280,794	$307,468
Total expenses	$144,624,457	$163,079,588	$164,584,033	$147,248,259	$166,335,411	$160,172,258	$150,818,954	$152,071,184
Program services	$131,266,321	$148,554,218	$149,034,508	$132,326,717	$151,678,642	$143,398,933	$133,440,373	$135,979,533
Management and general	$11,968,700	$13,016,688	$13,874,251	$13,349,277	$13,102,999	$15,156,563	$14,053,606	$12,809,155
Fundraising	$1,389,436	$1,508,682	$1,675,274	$1,572,265	$1,553,770	$1,616,762	$3,324,975	$3,282,496
Payments to affiliates	$0	$0	$0	$0	$0	$0	$0	$0
Net assets or fund balances at end of year	$56,417,917	$54,652,851	$53,781,522	$57,099,548	$47,991,153	$39,339,148	$39,158,977	$39,180,962
Excess or (deficit) for the year	$-1,375,900	$-2,134,317	$-1,747,743	$3,570,642	$-11,163,681	$-8,381,145	$-2,912,034	$-116,448
Net assets or fund balances at beginning of year	$57,219,561	$56,417,917	$54,652,851	$53,781,522	$57,099,548	$47,991,153	$39,339,148	$39,158,977
Other changes in net assets or fund balances	$574,256	$369,251	$876,414	$-252,616	$2,055,286	$-270,860	$2,731,863	$138,433

	Total	Program services	Management and general	Fundraising
Statement of Functional Expenses (for 2007)
Total functional expenses	$152,071,184	$135,979,533	$12,809,155	$3,282,496
Grants paid from donor advised funds		$0
Other grants and allocations		$0
Specific assistance to individuals		$0
Benefits paid to or for members		$0
Compensation of current officers, directors, key employees, etc.	$582,400	$213,852	$368,548	$0
Compensation of former officers, directors, key employees, etc.	$139,357	$139,357	$0	$0
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)	$0	$0	$0	$0
Salaries and wages of employees not included above	$66,925,245	$57,998,650	$6,955,355	$1,971,240
Pension plan contributions not included above	$5,111,064	$4,411,580	$550,328	$149,156
Employee benefits not included above	$8,086,483	$6,979,792	$870,703	$235,988
Payroll taxes	$5,197,769	$4,486,418	$559,664	$151,687
Professional fundraising fees	$514,403	$0	$0	$514,403
Accounting fees	$233,075	$0	$233,075	$0
Legal fees	$333,258	$39,991	$293,267	$0
Supplies	$8,011,941	$7,512,946	$480,740	$18,255
Telephone	$1,093,513	$908,817	$164,639	$20,057
Postage and shipping	$988,067	$907,376	$70,459	$10,232
Occupancy	$4,199,362	$3,779,903	$408,734	$10,725
Equipment rental and maintenance	$436,071	$409,767	$26,304	$0
Printing and publications	$1,274,508	$1,234,033	$35,562	$4,913
Travel	$3,880,585	$3,599,484	$229,935	$51,166
Conferences, conventions, and meetings	$6,728,566	$6,675,663	$52,903	$0
Interest	$0	$0	$0	$0
Depreciation, depletion, etc.	$4,145,706	$4,145,706	$0	$0
Other expenses not covered above	$34,189,811	$32,536,198	$1,508,939	$144,674

	2000	2001	2002	2003	2004	2005	2006	2007
Balance Sheets
Total assets	$134,364,514	$167,529,249	$170,319,956	$177,712,494	$201,862,311	$185,481,945	$154,272,181	$164,053,330
Cash - non-interest-bearing	$1,973,491	$9,282,888	$3,487,324	$2,733,539	$2,853,799	$2,946,999	$1,790,397	$6,140,761
Savings and temporary cash investments	$11,502,226	$20,338,229	$21,671,051	$23,385,730	$18,301,710	$38,752,217	$17,521,101	$25,186,347
Accounts receivable less allowance for doubtful accounts	$4,172,263	$4,061,196	$3,694,357	$3,880,405	$9,205,191	$9,566,349	$9,209,840	$9,009,974
Pledges receivable less allowance for doubtful accounts	$572,408	$0	$812,500	$0	$0	$0	$0	$0
Grants receivable	$18,905,527	$21,250,333	$22,206,613	$16,939,153	$20,798,156	$19,251,138	$20,871,945	$21,213,564
Receivables from current and former officers, directors, trustees, and key employees	$0	$0	$0	$0	$0	$0	$0	$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)							$0	$0
Other notes and loans receivable less allowance for doubtful accounts	$0	$0	$0	$0	$0	$0	$0	$0
Inventories for sale or use	$0	$0	$0	$0	$0	$0	$0	$0
Prepaid expenses and deferred charges	$3,746,592	$4,273,479	$4,459,797	$5,012,858	$5,914,857	$4,348,559	$3,784,352	$3,818,654
Investments - publicly-traded securities							$24,853,407	$24,204,565
Investments - other securities	$34,047,379	$28,013,418	$30,212,478	$43,143,412	$55,535,158	$31,368,658	$0	$0
Investments - land, buildings, and equipment less accumulated depreciation	$1,101,527	$910,831	$861,709	$821,466	$2,266,755	$2,257,180	$2,247,604	$2,238,028
Investments - other	$97,813	$10,300,000	$9,613,127	$187,902	$216,617	$0	$0	$0
Land, buildings, and equipment less accumulated depreciation	$56,045,288	$66,898,875	$71,101,000	$79,408,029	$86,770,068	$76,990,845	$73,993,535	$72,241,437
Other assets, including program-related investments	$2,200,000	$2,200,000	$2,200,000	$2,200,000	$0	$0	$0	$0
Total liabilities	$77,946,597	$112,876,398	$116,538,434	$120,612,946	$153,871,158	$146,142,797	$115,113,204	$124,872,368
Accounts payable and accrued expenses	$11,505,435	$14,846,575	$18,049,821	$13,665,766	$16,501,398	$12,569,738	$14,598,684	$15,942,710
Grants payable	$0	$0	$0	$0	$0	$0	$0	$0
Deferred revenue	$0	$0	$0	$0	$0	$0	$0	$0
Loans from officers, directors, trustees, and key employees	$0	$0	$0	$0	$0	$0	$0	$0
Tax-exempt bond liabilities	$35,760,000	$62,285,000	$51,305,000	$50,640,000	$70,300,000	$69,690,000	$48,500,000	$47,635,000
Mortgages and other notes payable	$4,903,327	$2,028,079	$12,382,527	$21,105,461	$30,543,664	$27,506,125	$9,860,000	$9,745,000
Other liabilities	$25,777,835	$33,716,744	$34,801,086	$35,201,719	$36,526,096	$36,376,934	$42,154,520	$51,549,658
Total liabilities and net assets/fund balances	$134,364,514	$167,529,249	$170,319,956	$177,712,494	$201,862,311	$185,481,945	$154,272,181	$164,053,330
Total net assets or fund balances	$56,417,917	$54,652,851	$53,781,522	$57,099,548	$47,991,153	$39,339,148	$39,158,977	$39,180,962

	2000	2001	2002	2003	2004	2005	2006	2007
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
Total revenue	$143,248,557	$160,945,271	$162,836,290	$150,818,901	$155,171,730	$151,791,113	$147,906,920	$151,954,736
Total revenue, gains, and other support per audited financial statements	$149,326,215	$166,919,547	$170,969,551	$160,150,061	$164,933,682	$162,830,262	$160,292,914	$161,503,978
Other expenses	$6,077,658	$5,974,276	$8,133,261	$9,331,160	$9,761,952	$11,039,149	$12,385,994	$9,549,242
Net unrealized gains on investments	$-742,104	$-1,102,279	$77,485	$756,700	$668,444	$616,729	$1,798,492	$-1,216,422
Donated services and use of facilities	$0	$0	$0	$0	$0	$0	$0	$0
Recoveries of prior year grants	$0	$0	$0	$0	$0	$0	$0	$0
Other	$6,819,762	$7,076,555	$8,055,776	$8,574,460	$9,093,508	$10,422,420	$10,587,502	$10,765,664
Other revenue	$0	$0	$0	$0	$0	$0	$0	$0
Investment expenses	$0	$0	$0	$0	$0	$0	$0	$0
Other	$0	$0	$0	$0	$0	$0	$0	$0

	2000	2001	2002	2003	2004	2005	2006	2007
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
Total expenses	$144,624,457	$163,079,588	$164,584,033	$147,248,259	$166,335,411	$160,172,258	$150,818,954	$152,071,184
Total expenses and losses per audited financial statements	$150,127,859	$168,684,614	$171,840,880	$154,641,728	$174,042,077	$169,530,234	$160,524,775	$161,639,651
Other revenue	$6,819,762	$7,076,555	$8,055,776	$8,574,460	$9,093,508	$10,370,607	$10,595,192	$10,746,296
Donated services and use of facilities	$0	$0	$0	$0	$0	$0	$0	$0
Prior year adjustments	$0	$0	$0	$0	$0	$0	$0	$0
Losses	$0	$0	$0	$0	$0	$0	$0	$0
Other	$6,819,762	$7,076,555	$8,055,776	$8,574,460	$9,093,508	$10,370,607	$10,595,192	$10,746,296
Other expenses	$1,316,360	$1,471,529	$798,929	$1,180,991	$1,386,842	$1,012,631	$889,371	$1,177,829
Investment expenses	$0	$0	$0	$0	$0	$0	$0	$0
Other	$1,316,360	$1,471,529	$798,929	$1,180,991	$1,386,842	$1,012,631	$889,371	$1,177,829

Average hours per week devoted to position	Compensation	Contributions to employee benefit plans & deferred compensation plans	Expense account and other allowances
Current Officers, Directors, Trustees, and Key Employees
12	$65,210	$10,400	$0
12	$62,876	$10,100	$0
50	$162,665	$26,000	$0
50	$155,083	$24,800	$0
12	$42,498	$6,800	$0
12	$13,768	$2,200	$0

Total number of officers, directors, and trustees permitted to vote on organization business at board meetings	15
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?	No
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?	Yes
Does the organization have a written conflict of interest policy?	Yes

Loans and Advances	Compensation	Contributions to employee benefit plans & deferred compensation plans	Expense account and other allowances
Former Officers, Directors, Trustees, and Key Employees That Received Compensation or Other Benefits
$0	$120,157	$19,200	$0

Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?	Yes
Was there a liquidation, dissolution, termination, or substantial contraction during the year?	No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?	Yes
Direct and indirect political expenditures	$0
Did the organization file Form 1120-POL for this year?	No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members	$0
Section 162(e) lobbying and political expenditures	$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices	$0
Taxable amount of lobbying and political expenditures	$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions	$0
Gross receipts for public use of club facilities	$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?	No
Amount of tax imposed on the organization during the year under: section 4911	$0
Amount of tax imposed on the organization during the year under: section 4912	$0
Amount of tax imposed on the organization during the year under: section 4955	$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?	No
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958	$0
Amount of tax above, reimbursed by the organization	$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?	No
Did the organization acquire a direct or indirect interest in any applicable insurance contract?	No
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?	No
Number of employees employed in the pay period that includes March 12, 2006	2,228

	Unrelated business income		Excluded by section 512, 513, or 514		Related or exempt function income
Analysis of Income-Producing Activities (for 2007)
	Business code	Amount	Exclusion code	Amount	Related or exempt function income
Total		$1,029,826		$200,096	$82,364,009
Program service revenue
Program service revenue 1	000000	$0	00	$0	$19,022,882
Program service revenue 2	000000	$0	00	$0	$11,781,611
Program service revenue 3	Radio and television broadcasting (except Internet)	$797,532	00	$0	$7,663,691
Program service revenue 4	000000	$0	Income from an activity that is not regularly carried on (section 512(a)(1))	$258,007	$0
Program service revenue 5	Periodical publishers (except Internet)	$217,140	00	$0	$0
Medicare/Medicaid payments	000000	$0	00	$0	$0
Fees and contracts from government agencies	000000	$0	00	$0	$43,850,145
Membership dues and assessments	000000	$0	00	$0	$45,680
Interest on savings and temporary cash investments	000000	$0	Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)	$36,467	$0
Dividends and interest from securities	000000	$0	Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)	$846,735	$0
Net rental income or (loss) from real estate
debt-financed property	000000	$0	Income from mortgaged real property owned by: a school described in section 170(b)(1)(A)(ii); a section 509(a)(3) affiliated support organization of such a school; a section 501(c)(25) organization, or by a partnership in which any of the above organizations owns an interest if the requirements of section 514(c)(9)(B)(vi) are met (section 514(c)(9))	$-1,232,263	$0
not debt-financed property	000000	$0	00	$0	$0
Net rental income or (loss) from personal property	000000	$0	00	$0	$0
Other investment income	000000	$0	00	$0	$0
Gain or (loss) from sales of assets other than inventory	000000	$0	Gain (or loss, to the extent allowed) from the sale of investments and other non-inventory property and from certain property acquired from financial institutions that are in conservatorship or receivership (sections 512(b)(5) and 512(b)(16)(A))	$-1,164	$0
Net income or (loss) from special events	000000	$0	00	$0	$0
Gross profit or (loss) from sales of inventory	000000	$0	00	$0	$0
Other revenue	Oil and gas extraction	$15,154	Royalty income excluded by section 512(b)(2)	$292,314	$0

EIN of corporation, partnership, or disregarded entity	Percentage of ownership interest	Total income	End-of-year assets
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2007)
000000000	0%	$0	$0
000000000	0%	$0	$0
000000000	0%	$0	$0
000000000	0%	$0	$0

Compensation	Contributions to employee benefit plans & deferred compensation	Expense account and other allowances
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2007)
$504,998	$30,300	$0
$393,788	$23,600	$0
$291,519	$46,700	$0
$181,125	$29,000	$0
$178,066	$28,500	$0

Total number of other employees paid over $50,000	331

Total number of other employees paid over $50,000

331

Statements About Activities (for 2007)
Expenses paid or incurred in connection with the lobbying activities	$235,514
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?	No
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?	No
Did the organization maintain any donor advised funds?	No
Did the organization make any taxable distributions under section 4966?	No
Did the organization make a distribution to a donor, donor advisor, or related person?	No
The total number of donor advised funds owned at the end of the tax year	$0
The aggregate value of assets held in all donor advised funds owned at the end of the tax year	$0
The total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts	$0
The aggregate value of assets held in all funds or accounts included above at the end of the tax year	$0

Reason for Non-Private Foundation Status
The organization is not a private foundation because it is	Organization operated for the benefit of a college or university

	1999	2000	2001	2002	2003	2004	2005	2006
Support Schedule
Total	$149,455,921	$150,068,319	$168,021,826	$170,346,476	$159,468,990	$164,265,238	$161,178,798	$157,566,072
Gifts, grants, and contributions received	$64,244,002	$54,572,587	$67,244,075	$79,187,235	$77,915,903	$80,668,773	$72,827,866	$67,232,478
Membership fees received	$130,584	$184,616	$93,834	$58,464	$73,596	$42,608	$48,623	$45,433
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose	$77,831,963	$87,911,174	$92,437,249	$82,952,324	$72,875,774	$73,777,100	$79,170,003	$79,780,411
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975	$7,202,424	$7,202,873	$7,950,421	$7,998,654	$8,490,725	$9,520,337	$9,098,606	$10,062,482
Net income from unrelated business activities not included above	$-240,988	$6,341	$135,890	$27,890	$0	$0	$0	$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf	$0	$0	$0	$0	$0	$0	$0	$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge	$0	$0	$0	$0	$0	$0	$0	$0
Other income	$287,936	$190,728	$160,357	$121,909	$112,992	$256,420	$33,700	$445,268

Lobbying Expenditures by Electing Public Charities (for 2007)
Total exempt purpose expenditures	$0
Total lobbying expenditures	$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)	$0
Total lobbying expenditures to influence a legislative body (direct lobbying)	$0
Other exempt purpose expenditures	$0
Lobbying nontaxable amount	$0
Grassroots nontaxable amount	$0

	Income	Expenses	Net
Unrelated Trade or Business Income (for 2008)
Total	$10,298,261	$217,577	$812,249
Gross receipts or sales less returns and allowances	$0	$0	$0
Cost of goods sold	$0	$0	$0
Gross profit	$0	$0	$0
Capital gain net income	$0	$0	$0
Net gain	$0	$0	$0
Capital loss deduction for trusts	$0	$0	$0
Income (loss) from partnerships and S corporations	$15,154	$0	$15,154
Rent income	$0	$0	$0
Unrelated debt-financed income	$0	$0	$0
Interest, annuities, royalties, and rents from controlled organizations	$0	$0	$0
Investment income of a section 501(c)(7), (9), or (17) organization	$0	$0	$0
Exploited exempt activity income	$0	$0	$0
Advertising income	$2,171,401	$217,577	$-437
Other income	$797,532	$0	$797,532

Deductions Not Taken Elsewhere (for 2008)
Total deductions	$789,419
Compensation of officers, directors, and trustees	$0
Salaries and wages	$164,811
Repairs and maintenance	$0
Bad debts	$0
Interest	$18,851
Taxes and licenses	$0
Charitable contributions	$0
Depreciation	$20,932
Depletion	$0
Contributions to deferred compensation plans	$0
Employee benefit programs	$0
Excess exempt expenses	$0
Excess readership costs	$0
Other deductions	$584,825
Unrelated business taxable income	$0
Unrelated business taxable income before net operating loss deduction	$22,830
Net operating loss deduction	$22,830
Unrelated business taxable income before specific deduction	$0
Specific deduction	$0

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Id	Name	Address	State	Established	Total Income
Organizations performing similar types of work
1	San Diego State University Foundation	5250 Campanile Dr, San Diego, CA 92182-1901	CA	1944-05	$217,288,435
2	Foundation For Engineering At Kansas State University	531 Couch Drive, Oklahoma City, OK 73102	OK	2011-04	$24,704,508
3	Aspen Public Education Fund	PO BOX 9452, Aspen, CO 81612-9452	CO	2014-08	$1,690,584
4	Friends Of Hebrew Language Academy Charter School Inc	729 Seventh Avenue No 9th, New York, NY 10019-6831	NY	2011-06	$1,320,400
5	Philanthropic Support Fund Inc	200 Madison Avenue, New York, NY 10016-3903	NY	2013-12	$1,299,908
6	Eagle Ridge Academy Affiliated Building Company	7255 Flying Cloud Dr, Eden Prairie, MN 55344-3549	MN	2013-05	$1,146,707
7	Rilke Schule Inc	2511 Sentry Dr Ste 100, Anchorage, AK 99507-4469	AK	2011-04	$754,920
8	Freire Charter School Foundation	2027 Chestnut St, Philadelphia, PA 19103-3301	PA	2011-07	$680,277
9	Blanche Johnson Trust	124 S 1st St, Oskaloosa, IA 52577-3126	IA	2013-06	$672,967
10	Education Leads To Success Foundation	2616 N Macarthur Blvd, Irving, TX 75062-5401	TX	2014-07	$667,863
11	St Lukes Foundation Inc	1211 E Grandview Ave, Culpeper, VA 22701-1501	VA	1999-03	$572,374
12	Uca Properties	3636 W 3100 S, W Valley City, UT 84120-2149	UT	2011-11	$480,048
13	Uca Properties Ii	3636 W 3100 S, W Valley City, UT 84120-2149	UT	2011-10	$459,227
14	Wr Collier And@american State Bank Endowed Fund For Covenant Of	1401 Avenue Q, Lubbock, TX 79401-3819	TX	2011-03	$239,084
15	William Carter And Marlys Hanson Burdett Scholarship Tr	109 Main St, Gloucester, MA 01930-5701	MA	2013-09	$235,588
16	S O S Thrift Store	409 Cayuga St, Storm Lake, IA 50588-2526	IA	2012-09	$218,663
17	James H Guilbeau Jr Charitable Trust	PO BOX 51869, Lafayette, LA 70505-1869	LA	2014-03	$207,185
18	Friends Of Veritas Preparatory Charter School Inc	370 Pine St, Springfield, MA 01105-1931	MA	2011-09	$171,034
19	Santa Barbara High School Computer Science Academy Foundation	1530 Chapala St Ste D, Santa Barbara, CA 93101-3017	CA	2014-10	$127,348
20	Round Top - Carmine Education Foundation	608 N Washington St, Round Top, TX 78954	TX	2011-10	$94,498

Number of organizations performing similar types of work

Alaska	1
California	2
Colorado	2
Florida	1
Georgia	1
Iowa	2
Illinois	2
Kansas	1
Louisiana	2
Massachusetts	4
Maryland	2
Michigan	2
Minnesota	2
Mississippi	1
North Carolina	1

North Dakota	1
New Hampshire	1
New Jersey	3
New York	5
Ohio	3
Oklahoma	2
Pennsylvania	2
South Carolina	2
South Dakota	1
Texas	5
Utah	2
Virginia	4
Washington	1
Wisconsin	1
West Virginia	1

Total

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