2024-05-15T17:43:10-05:00 2023-06-30 680037990 GILBERT CPAS 2880 GATEWAY OAKS DR STE 100 SACRAMENTO CA 95833 990 2022-07-01 941735861 SANTA ROSA JUNIOR COLLEGE FOUNDATION SANT 7075274348 1501 MENDOCINO AVE SANTA ROSA CA 95401 J MULLINEAUX EXECUTIVE DIRECTOR 7075274348 2024-05-07 1 J MULLINEAUX 999009999 1 JENNIFER Z IWATA P01310188 9166466464 2024-05-07 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z J MULLINEAUX 1501 MENDOCINO AVE SANTA ROSA CA 95401 18005157 0 X WWW.SANTAROSA.EDU/FOUNDATION/ X 1969 CA WE INSPIRE INVESTMENT IN HIGHER EDUCATION TO PROVIDE LIFE-CHANGING OPPORTUNITIES FOR ALL SRJC STUDENTS. 16 16 7 60 0 0 8811269 9708394 0 212914 8732835 1226997 -15397 196982 17528707 11345287 4264623 5286201 0 0 280469 296142 0 0 0 3521436 3725565 8066528 9307908 9462179 2037379 77423065 83558722 2105817 2587810 75317248 80970912 X WE INSPIRE INVESTMENT IN HIGHER EDUCATION TO PROVIDE LIFE-CHANGING OPPORTUNITIES FOR ALL SRJC STUDENTS, THEIR FAMILIES, AND THE COMMUNITY WE SHARE. 0 0 7968422 5286201 212914 FY 22/23 THE SRJC FOUNDATION RECEIVED NEARLY $9.5 MILLION TO SUPPORT STUDENTS AND INSTRUCTIONAL PROGRAMS AT THE COLLEGE. THE FOUNDATION AWARDED MORE THAN $5.2 MILLION IN SCHOLARSHIPS TO DESERVING STUDENTS FROM ITS ENDOWMENT, NON-ENDOWED FUNDS, AND THE DOYLE TRUST SCHOLARSHIP FUND. THE FOUNDATION RECEIVED MORE THAN $2.8 MILLION TO SUPPORT COLLEGE PROGRAMS. THE INVESTED PORTFOLIO MANAGED BY GRAYSTONE CONSULTING ENDED THE FISCAL YEAR AT NEARLY $67 MILLION.THE SRJC FOUNDATION RAISED MORE THAN $1 MILLION TO ESTABLISH AN ENDOWMENT TO PROVIDE ONGOING SUPPORT FOR RESIDENTS IN NEW STUDENT HOUSING.THE FOUNDATION PRODUCED A CELEBRATORY EVENT HONORING THE ELEVEN-YEAR LEGACY OF DR. FRANK CHONG AS HE EMBARKED ON HIS RETIREMENT FROM HIS ROLE AS THE FIFTH SUPERINTENDENT/PRESIDENT OF THE COLLEGE IN ITS 105-YEAR HISTORY.THE SRJC FOUNDATION SECURED SEVERAL NOTABLE MAJOR GIFTS, INCLUDING AN ESTATE GIFT OF $734,543 FROM A SERIES OF CHARITABLE GIFT ANNUITIES, $950,000 TO FUND STUDENT SUPPORT SERVICES FOR THE HEALTH OCCUPATION PREPARATION AND EDUCATION (HOPE) PROGRAM, AND A GIFT OF $152,000 TO FUND STUDENT INTERNSHIPS IN AGRICULTURE AND NATURAL RESOURCES. 7968422 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 1 7 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X J MULLINEAUX 7075274797 1501 MENDOCINO AVE SANTA ROSA CA 954014395 TERESA NORTON CHAIR 2.00 X X 0 0 0 SUZY MARZALEK VICE CHAIR 1.00 X X 0 0 0 FRANK CHONG SECRETARY 1.00 X X 0 0 0 KATE JOLLEY TREASURER 1.00 X X 0 0 0 JEFF BRICKER BOARD MEMBER 0.10 X 0 0 0 SCOTT BARTLEY BOARD MEMBER 0.10 X 0 0 0 MAGGIE FISHMAN BOARD MEMBER 0.10 X 0 0 0 DOUG GARRISON BOARD MEMBER 0.10 X 0 0 0 STEVE PAGE BOARD MEMBER 0.10 X 0 0 0 KERRY REGO BOARD MEMBER 0.10 X 0 0 0 JORGE SERVIN BOARD MEMBER 0.10 X 0 0 0 KRIS SHEAR BOARD MEMBER 0.10 X 0 0 0 CAROLINA SPENCE BOARD MEMBER 0.10 X 0 0 0 BILL TRAVERSO BOARD MEMBER 0.10 X 0 0 0 MARION WALKER BOARD MEMBER 0.10 X 0 0 0 SHIRLEY WARD BOARD MEMBER 0.10 X 0 0 0 J MULLINEAUX EXECUTIVE DIRECTOR 40.00 X 223332 0 72810 SARAH LAGGOS DIRECTOR OF PHILANTHROPY 40.00 X 150444 0 77506 BREANNE BESEDA DIRECTOR OF COMMUNITY ENGAGEMENT 40.00 X 112187 0 58636 485963 0 208952 3 0 1 0 0 11270 9697124 83532 9708394 SUMMER REPERTORY THEATRE 900099 212914 212914 212914 1190091 1190091 6576132 6539226 36906 36906 36906 317626 11270 120644 196982 196982 11345287 212914 0 1423979 5286201 5286201 296142 296142 238467 238467 OTHER EXPENSES 2682221 2682221 OVERHEAD AND SALARIES 804877 804877 9307908 7968422 1339486 0 2212783 1875092 8529973 10731606 738062 1255223 951062 96440 48327 0 61347578 66295152 2613123 2280685 982157 1024524 77423065 83558722 546602 728666 184584 0 1374631 1859144 2105817 2587810 X 75317248 80970912 0 0 0 0 75317248 80970912 77423065 83558722 X 2037379 3948558 -332273 X X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 982157 105996 60233 3396 1024524 1184148 -149907 48000 4084 982157 976252 261824 50400 3528 1184148 1018189 11830 50400 3367 976252 1012482 58739 49867 3165 1018189 1.00000 1 0 0 ANNUITY PAYABLE 5269 AMOUNTS HELD ON BEHALF OF OTHERS 1853875 1859144 15176022 3948558 3948558 11227464 238467 -120644 117823 11345287 9190085 120644 120644 9069441 238467 238467 9307908 PART V, LINE 4: PERMANENT ENDOWMENT SET UP FOR THE PURPOSE OF GENERATING INVESTMENT INCOME TO FUND SCHOLARSHIPS FOR DISTRICT STUDENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE -120,644. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE 120,644. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 9515001 0 0 0 0 0 0 9515001 0 9515001 0 0 1 0 0 0 PART III ACCOUNTING METHOD: PETALUMA BUILDING 98615 2420 96195 1425 11052 22313 AG TRUST 177992 6100 171892 6900 31663 17627 1 52289 2750 49539 3193 9600 3201 13670 328896 11270 317626 3193 17925 45916 53610 120644 196982 1 SCHOLARSHIP AWARDS 3786 5286201 PART I, LINE 2: THE FOUNDATION UTILIZES THE COLLEGE DISTRICT'S FINANCIAL SYSTEM WHICH FULLY ACCOUNTS FOR ALL DISBURSEMENTS. SINCE THE MAJORITY OF DISBURSEMENTS ARE SCHOLARSHIPS AND REQUESTS FOR FUNDS (FROM FUNDS-HELD-IN-TRUST) THERE ARE NO SPECIFICATIONS ON HOW THE MONEY IS TO BE SPENT, OTHER THAN THE RECIPIENT WAS ELIGIBLE AT THE TIME TO RECEIVE THE MONEY GIVEN TO THEM. X X X X 0 0 0 0 0 0 0 0 0 J MULLINEAUX EXECUTIVE DIRECTOR 223332 0 0 0 0 0 35448 0 37362 0 296142 0 0 0 SARAH LAGGOS DIRECTOR OF PHILANTHROPY 150444 0 0 0 0 0 35054 0 42452 0 227950 0 0 0 BREANNE BESEDA DIRECTOR OF COMMUNITY ENGAGEMENT 112187 0 0 0 0 0 28462 0 30174 0 170823 0 0 0 X 8 70078 FMV X KUBOTA GL 7000 DIESEL GENERATOR 1 8454 FMV X HOTEL GIFT CERTIFICATE 1 5000 FMW 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B EXECUTIVE COMMITTEE AND BOARD MEET EVERY OTHER MONTH - FORM 990 WILL BE REVIEWED AT NEXT EXECUTIVE COMMITTEE MEETING WITH A REPORT MADE TO THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, ALL BOARD MEMBERS ARE REQUIRED TO SIGN CONFLICT OF INTEREST STATEMENTS. FORM 990, PART VI, SECTION B, LINE 15 HIRING PROCESS IS DONE THROUGH COLLEGE H/R DEPARTMENT WHICH INCLUDED A REVIEW OF COMPENSATION AT THE TIME OF THE HIRING PROCESS, LAST CONDUCTED FOR THE EXECUTIVE OFFICER IN 2020 AND LAST CONDUCTED FOR THE NEW DIRECTOR OF COMMUNITY ENGAGEMENT IN 2020. FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION FOLLOWS THE SAME RULES AND REGULATIONS (REGARDING DOCUMENTATION AND THEIR AVAILABILITY) AS THAT OF THE CALIFORNIA COMMUNITY COLLEGE WITH WHICH IT IS ASSOCIATED. FORM 990, PART XI, LINE 9: DIFFERENCE DUE TO RESTATEMENT OF NET ASSETS -332,273. PART XII LINE 2C NEITHER THE PROCESS FOR OVERSIGHT OF THE FINANCIAL STATEMENT AUDIT NOR THE PROCESS FOR SELECTION OF AN INDEPENDENT ACCOUNTANT HAS CHANGED FROM THE PRIOR YEAR.