2026-05-13T10:59:22-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 121 SOUTH TEJON STREET SUITE 1100 COLORADO SPRINGS CO 80903 990 2024-07-01 452255077 CSUSB PHILANTHROPIC FOUNDATION CSUS 9095375918 5500 UNIVERSITY PARKWAY SAN BERNADINO CA 92407 RAYMOND W WATTS EXECUTIVE DIRECTOR 9095375918 2026-05-11 1 1 SARAH HINTZ P00492291 7196350330 2026-05-11 2024 2025-03-06 01:10:19Z RAYMOND W WATTS 5500 UNIVERSITY PARKWAY SAN BERNADINO CA 92407 19943357 0 X CSUSB.EDU/PHILANTHROPIC-FOUNDATION X 2011 CA PROMOTE THE RAISING OF FUNDS TO SUPPORT THE CALIFORNIA STATE UNIVERSITY, SAN BERNARDINO. 32 20 0 31 0 0 5768666 10623511 0 0 3932760 2171633 -31944 7200 9669482 12802344 3012319 3306834 0 0 0 0 0 0 0 3584352 3094885 6596671 6401719 3072811 6400625 78582049 89177520 2950351 2232571 75631698 86944949 X THE CSUSB PHILANTHROPIC FOUNDATION IS A NON-PROFIT CORPORATION THAT RAISES AND MANAGES GIFTS FROM INDIVIDUALS, FOUNDATIONS AND CORPORATIONS FOR THE BENEFIT OF CSUSB. THE FOUNDATION IS COMPRISED OF BUSINESS AND CIVIC LEADERS WHO CARE ABOUT CSUSB AND WHO ADVANCE ITS MISSION BY SEEKING AND SECURING PRIVATE SUPPORT FOR ALL ITS PROGRAMS. OVERSEEN BY THE BOARD OF DIRECTORS AND STAFFED BY A TEAM OF ADVANCEMENT PROFESSIONALS WHO ARE UNIVERSITY EMPLOYEES, THE FOUNDATION ADMINISTERS AND RECORDS ALL GIFTS IN ACCORDANCE WITH DONORS' WISHES. 0 0 2640730 0 0 OTHER ACTIVITIES - DESIGNATED GIFT ADMINISTRATION. 3306834 3306834 0 SCHOLARSHIPS - COORDINATE SCHOLARSHIP DONATIONS WITH THE STUDENT AWARDED SCHOLARSHIPS. 5947564 1 1 0 1 0 0 0 0 0 1 0 1 0 0 1 0 1 0 0 0 1 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 60 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 32 20 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 CA GA FL OR WA X X MONICA ALEJANDRE 9095375644 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 TOMAS D MORALES BOARD PRESIDENT (CSUSB PRESIDENT) 1.00 40.00 X X 0 527834 29181 DR RAFIK MOHAMED DIRECTOR (PROVOST & VP OF ACADEMIC AFFAFAIRS) 1.00 40.00 X 0 347680 30977 SAMUEL SUDHAKAR TREASURER/ASSISTANT SECRETARY 1.00 40.00 X X 0 320300 28922 ROBERT J NAVA EXECUTIVE DIRECTOR (CSUSB VP OF ADVA 1.00 40.00 X X 0 291503 32665 PAZ OLIVEREZ VICE PRESIDENT, STUDENT AFFAIRS 1.00 40.00 X X 0 277172 11344 ROBIN PHILLIPS VICE PRESIDENT, HUMAN RESOURCES 1.00 40.00 X X 0 267614 14799 MONICA ALEJANDRE SECRETARY 1.00 40.00 X X 0 148810 76718 DOROTHY CHEN-MAYNARD DIRECTOR 1.00 40.00 X 0 154002 1210 BECKY SUMBERA DIRECTOR 1.00 0.00 X 0 109545 29337 DAVID DUFAULT-HUNTER VICE PRESIDENT, STRATEGIC ENROLLMENT 1.00 40.00 X X 0 59490 9173 WILLIAM M STEVENSON DIRECTOR 1.00 40.00 X 0 42648 24335 DIEGO RENDON DIRECTOR 1.00 2.00 X 0 16964 0 DEBBIE BROWN DIRECTOR 1.00 0.00 X 0 0 0 LAUREN BRUGGEMANS DIRECTOR 1.00 0.00 X 0 0 0 JERROLD COAKLEY DIRECTOR 1.00 0.00 X 0 0 0 CARSON FAJARDO DIRECTOR 1.00 1.00 X 0 0 0 GRACE GARNER DIRECTOR 1.00 0.00 X 0 0 0 NATALIA HALE DIRECTOR 1.00 0.00 X 0 0 0 RODERICK HENDRY DIRECTOR 1.00 0.00 X 0 0 0 COLE R JACKSON DIRECTOR 1.00 0.00 X 0 0 0 NEFERTITI LONG DIRECTOR 1.00 0.00 X 0 0 0 HEIDI MARSHALL DIRECTOR 1.00 0.00 X 0 0 0 GARY MCBRIDE DIRECTOR 1.00 0.00 X 0 0 0 MATTHEW MENA DIRECTOR 1.00 0.00 X 0 0 0 MUSTAFA MILBIS DIRECTOR 1.00 0.00 X 0 0 0 LOUIS G MONVILLE III DIRECTOR 1.00 0.00 X 0 0 0 KEVIN MORNINGSTAR DIRECTOR 1.00 0.00 X 0 0 0 MANISH PATEL DIRECTOR 1.00 0.00 X 0 0 0 SHANTHI SRINIVAS DIRECTOR 1.00 0.00 X 0 0 0 ELISE K TRAYNUM DIRECTOR 1.00 0.00 X 0 0 0 STEVE VIVIAN DIRECTOR 1.00 0.00 X 0 0 0 KIANA WEBB LEFT 122025 DIRECTOR 1.00 0.00 X 0 0 0 ELLEN G WEISSER DIRECTOR 1.00 0.00 X 0 0 0 0 2563562 288661 0 0 1 0 0 11600 353725 10258186 1227308 10623511 2776023 2776023 6524690 7129080 -604390 -604390 -604390 9720 11600 11933 -2213 -2213 OTHER 900099 9413 9413 9413 12802344 0 0 2178833 X 3248856 3248856 57978 57978 8047 8047 46850 46850 179650 179650 768603 768603 425313 312300 113013 1012435 974420 38015 1224 1224 220106 209259 10847 229982 174076 55906 29698 29698 EQUIPMENT AND RENTALS 67427 62852 4575 DUES, MEMBERSHIPS AND S 31795 17151 14644 PROFESSIONAL DEVELOPMEN 27366 25975 1391 46389 18322 28067 6401719 5947564 454155 0 1008323 8235773 14674406 10471470 3374354 6743051 275867 680337 133257 6730 54918650 57553040 4045171 5440457 152021 46662 78582049 89177520 247976 213682 1569794 803346 1132581 1215543 2950351 2232571 X 71058 392971 75560640 86551978 75631698 86944949 78582049 89177520 X 6400625 4704173 208453 X X 0 1 X 1 0 X 3639614 9638244 3965450 5768666 10623511 33635485 3639614 9638244 3965450 5768666 10623511 33635485 1799305 31836180 1919636 1897797 1171583 2182345 2776023 9947384 16506 5003 12033 9413 42955 43625824 0.72980 0.70120 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 60428 60428 6341291 6401719 470086 117522 0 0 470086 470086 705129 60428 60428 117522 117522 176283 58465563 6458867 5183073 2230079 67877424 51226531 5417642 4378198 2556808 58465563 46844837 1436546 4907769 1962621 51226531 55847119 635614 -7837575 1800321 46844837 45146813 654159 11429405 1383258 55847119 0.00000 0.69680 0.30320 0 0 0 REAL ESTATE INVESTMENT FUNDS AND HEDGE FUND 4411144 F CHARITABLE REMAINDER TRUSTS 1029313 F 5440457 OTHER LONG-TERM LIABILITIES TO BENEFICIARIES 598754 DUE TO RELATED PARTY 616789 1215543 17547253 4704173 220386 4924559 12622694 179650 179650 12802344 6234002 11933 11933 6222069 179650 179650 6401719 PART V, LINE 4: ENDOWMENT FUNDS ARE USED PRIMARILY FOR DESIGNATED SCHOLARSHIPS. THERE ARE SOME FUNDS THAT ARE DESIGNATED TO SUPPORT PROGRAM FUNCTIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 11,933. CHANGE IN VALUE IN SPLIT INTEREST AGREEMENTS 208,453. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 11,933. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS N/A 1393969 0 0 0 0 0 0 1393969 0 1393969 0 0 0 0 1 0 PART I, LINE 3: THE ACCRUAL METHOD WAS USED TO ACCOUNT FOR INVESTMENTS IN PART I. HOSPITALITY MANAGEMENT GALA 20300 11300 9000 9600 1500 800 20300 11300 9000 9600 1500 800 11900 -2900 1 CALIFORNIA STATE UNIVERSITY SAN BERNARDINO 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 330644150 STATE OF CA 3242856 0 N/A N/A TO PROVIDE ASSISTANCE TO STUDENTS THAT MEET SPECIFIC CRITERIA 1 0 STIPENDS, ROOM AND BOARD 61 57978 N/A N/A PART I, LINE 2: CALIFORNIA STATE UNIVERSITY, SAN BERNARDINO ENSURES THAT ALL THE SCHOLARSHIP AND GRANT RECIPIENTS MEET THE ELIGIBILITY REQUIREMENTS. IT IS THE UNIVERSITY'S RESPONSIBILITY TO MAINTAIN RECORDS TO SUBSTANTIATE THE AMOUNT OF GRANTS OR ASSISTANCE AND THE SELECTION CRITERIA USED TO AWARD THEM. 0 0 0 0 0 0 0 0 0 TOMAS D MORALES BOARD PRESIDENT (CSUSB PRESIDENT) 0 455201 0 72000 0 633 0 0 0 29181 0 557015 0 0 DR RAFIK MOHAMED DIRECTOR (PROVOST & VP OF ACADEMIC A 0 347680 0 0 0 0 0 0 0 30977 0 378657 0 0 SAMUEL SUDHAKAR TREASURER/ASSISTANT SECRETARY 0 314998 0 0 0 5302 0 0 0 28922 0 349222 0 0 ROBERT J NAVA EXECUTIVE DIRECTOR (CSUSB VP OF ADVA 0 286003 0 5500 0 0 0 0 0 32665 0 324168 0 0 PAZ OLIVEREZ VICE PRESIDENT, STUDENT AFFAIRS 0 270343 0 0 0 6829 0 0 0 11344 0 288516 0 0 ROBIN PHILLIPS VICE PRESIDENT, HUMAN RESOURCES 0 258881 0 0 0 8733 0 0 0 14799 0 282413 0 0 MONICA ALEJANDRE SECRETARY 0 148810 0 0 0 0 0 44400 0 32318 0 225528 0 0 DOROTHY CHEN-MAYNARD DIRECTOR 0 152216 0 0 0 1786 0 0 0 1210 0 155212 0 0 PART I, LINE 3 THE EXECUTIVE DIRECTOR IS COMPENSATED BY CALIFORNIA STATE UNIVERSITY SAN BERNARDINO, A RELATED ORGANIZATION. THE RELATED ORGANIZATION USES A COMPENSATION STUDY OR SURVEY AND BOARD APPROVAL TO ESTABLISH THE EXECUTIVE DIRECTOR'S COMPENSATION. X 882289 FAIR MARKET VALUE X 1 330113 FAIR MARKET VALUE X 1 1006 FAIR MARKET VALUE X EQUIPMENT - OTHER 3 13900 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION A, LINE 1A SUMMARY OF GOVERNING COMMITTEES AND THEIR AUTHORITY THE ORGANIZATION'S GOVERNING DOCUMENTS DELEGATE AUTHORITY TO ACT ON ITS BEHALF TO THE EXECUTIVE COMMITTEE AND OTHER KEY STANDING COMMITTEES. BELOW IS A SUMMARY OF EACH COMMITTEE'S COMPOSITION AND AUTHORITY: AUDIT COMMITTEE PURPOSE: ENSURES COMPLIANCE WITH THE NONPROFIT INTEGRITY ACT AND OVERSEES THE FINANCIAL INTEGRITY OF THE ORGANIZATION. AUTHORITY: RECOMMENDS THE RETENTION AND TERMINATION OF AUDITORS, REVIEWS AND ACCEPTS AUDITS, AND ENSURES AUDITOR INDEPENDENCE. COMPOSITION: NO LESS THAN THREE (3) MEMBERS; QUORUM IS TWO (2) MEMBERS; DECISIONS REQUIRE APPROVAL FROM AT LEAST TWO (2) MEMBERS. COMMITTEE MEMBERS MUST NOT HAVE A MATERIAL FINANCIAL INTEREST IN ANY ENTITY DOING BUSINESS WITH THE CORPORATION. EXECUTIVE COMMITTEE PURPOSE: PROVIDES OVERSIGHT OF THE PHILANTHROPIC FOUNDATION'S BUDGET AND OPERATIONS, APPROVES BOARD AGENDAS, REVIEWS STANDING COMMITTEE RECOMMENDATIONS, AND RESOLVES EMERGENCY MATTERS. AUTHORITY: ACTS ON BEHALF OF THE BOARD OF DIRECTORS BETWEEN BOARD MEETINGS. COMPOSITION: OFFICERS OF THE CORPORATION, IMMEDIATE PAST CHAIR, EX-OFFICIO MEMBERS, CSUSB ALUMNI ASSOCIATION BOARD PRESIDENT, AND THE CHAIRS OF THE INVESTMENT, AUDIT, ADVOCACY, AND PHILANTHROPY COMMITTEES. ASSOCIATED STUDENTS INC. MAY APPOINT ALTERNATE MEMBERS. QUORUM IS FIVE (5) MEMBERS; DECISIONS REQUIRE APPROVAL FROM FIVE (5) MEMBERS. INVESTMENT & FINANCE COMMITTEE PURPOSE: OVERSEES THE FOUNDATION'S INVESTMENT AND FINANCIAL PROGRAMS, ENSURING COMPLIANCE WITH INVESTMENT POLICIES. AUTHORITY: MANAGES THE FOUNDATION'S INVESTMENT PROGRAM AND REVIEWS THE OPERATING BUDGET. COMPOSITION: NO LESS THAN SEVEN (7) MEMBERS; QUORUM IS FOUR (4) MEMBERS; DECISIONS REQUIRE APPROVAL FROM FOUR (4) MEMBERS. THE INVESTMENT & FINANCE COMMITTEE SHALL OVERSEE FOUNDATION'S SHORT-TERM AND LONG-TERM INVESTMENT AND FINANCE PROGRAMS. IT SHALL ENSURE COMPLIANCE WITH INVESTMENT POLICIES AND REVIEW QUARTERLY INVESTMENT REPORTS AND REVIEW ADDITIONAL DATA PROVIDED BY NACUBO, CSU AND OTHER NATIONWIDE DATA. THE COMMITTEE SHALL MAINTAIN THE DELEGATED AUTHORITY OF THE BOARD TO MANAGE THE FOUNDATION'S INVESTMENT PROGRAM, INCLUDING COMPLIANCE WITH THE INVESTMENT POLICY AS WELL AS REVIEW OF THE FOUNDATION'S OPERATING BUDGET. PHILANTHROPY COMMITTEE PURPOSE: PROVIDES GUIDANCE AND LEADERSHIP FOR THE UNIVERSITY'S FUNDRAISING AND DEVELOPMENT ACTIVITIES. AUTHORITY: OVERSEES FUNDRAISING PRIORITIES, CAMPAIGN PLANNING, AND DONOR CULTIVATION. COMPOSITION: NO SPECIFIC SIZE REQUIREMENT MENTIONED; MEETS AT LEAST THREE (3) TIMES A YEAR. FORM 990, PART VI, SECTION A, LINE 7A ALL CANDIDATES TO BE NOMINATED AS ELECTED DIRECTORS ON THE BOARD SHALL BE APPROVED BY THE UNIVERSITY PRESIDENT, ALL ACTIONS TO REMOVE ANY DIRECTOR SHALL BE APPROVED BY THE UNIVERSITY PRESIDENT. FORM 990, PART VI, SECTION A, LINE 7B THE UNIVERSITY PRESIDENT APPROVES ALL AMENDMENTS TO THE BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S OUTSIDE PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE A DRAFT OF THE RETURN IS AVAILABLE, THE FORM 990 IS REVIEWED BY THE ORGANIZATION'S CHIEF EXECUTIVE OFFICER AND BUSINESS SERVICES MANAGER. THE FORM IS ALSO PRESENTED AND PROVIDED TO THE BOARD MEMBERS AT THE FIRST FORMAL BOARD MEETING FOLLOWING THE COMPLETION OF THE RETURN. THE FORM 990 IS REVIEWED AND APPROVED PRIOR TO SUBMITTING TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH MEMBER OF THE BOARD SHALL RECEIVE ANNUALLY A COPY OF THE APPLICABLE SECTIONS OF THE CALIFORNIA EDUCATION CODE WITH INTERPRETATION OF THE LAW BY THE FOUNDATION'S COUNSEL AND WILL CERTIFY, BY SIGNATURE, HIS OR HER COMPLIANCE. BOARD MEMBERS ARE EXPECTED TO DISCLOSE CONFLICTS OF INTEREST, AND EVERYONE IS REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY. BOARD MEMBERS DISCLOSE CONFLICTS OF INTEREST AND THE EXECUTIVE DIRECTOR WILL CONSULT WITH LEGAL COUNSEL IF THEY NEED A CLARIFICATION. INDIVIDUALS WITH A CONFLICT OF INTEREST ARE REQURIED TO DISCLOSE THE CONFLICT AND RECUSE THEMSELVES FROM ALL RELATED DISCUSSION, DELIBERATION, AND VOTING ON THE MATTER. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH ITS WEBSITE AND ALSO UPON REQUEST OF THE PUBLIC AT THE ORGANIZATION'S ADMINISTRATIVE OFFICE. FORM 990, PART IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 768,603. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 768,603. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 208,453. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. CALIFORNIA STATE UNIVERSITY SAN BERNARDINO 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 330644150 PUBLIC UNIVERSITY - STATE OF CALIFORNIA CA 0 UNIVERSITY ENTERPRISES CORPORATION AT CSUSB 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 956067343 EDUCATION, ADMINISTRATION, AND RELATED SERVICES CA 501(C)(3) LINE 5 CALIFORNIA STATE UNIVERSITY SAN BERNARDINO 0 SANTOS MANUEL STUDENT UNION OF CA STATE UNIVERSITY AT SAN BERNARDINO 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 953104280 ASSISTING IN RETENTION AND DEVELOPMENT OF STUDENTS CA 501(C)(3) LINE 12C, III-FI CALIFORNIA STATE UNIVERSITY SAN BERNARDINO 0 ASSOCIATED STUDENTS CALIFORNIA STATE 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 956126562 SUPPORTS THE RETENTION AND DEVELOPMENT OF STUDENTS CA 501(C)(3) LINE 12B, II CALIFORNIA STATE UNIVERSITY SAN BERNARDINO 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 CALIFORNIA STATE UNIVERSITY SAN BERNARDINO O 630991 BOOK CALIFORNIA STATE UNIVERSITY SAN BERNARDINO P 3734565 BOOK CALIFORNIA STATE UNIVERSITY SAN BERNARDINO N 1545438 BOOK ASSOCIATED STUDENTS CALIFORNIA STATE UNIVERSITY SAN BERNARDINO P 40946 BOOK ASSOCIATED STUDENTS CALIFORNIA STATE UNIVERSITY SAN BERNARDINO N 98299 BOOK SANTOS MANUEL STUDENT UNION OF CA STATE O 27734 BOOK UNIVERSITY ENTERPRISES CORPORATION AT CSUSB O 779886 BOOK UNIVERSITY ENTERPRISES CORPORATION AT CSUSB P 9285 BOOK UNIVERSITY ENTERPRISES CORPORATION AT CSUSB N 373482 BOOK UNIVERSITY ENTERPRISES CORPORATION AT CSUSB C 196725 BOOK ASSOCIATED STUDENTS CALIFORNIA STATE UNIVERSITY SAN BERNARDINO C 97000 BOOK CALIFORNIA STATE UNIVERSITY SAN BERNARDINO B 3242856 BOOK CALIFORNIA STATE UNIVERSITY SAN BERNARDINO C 60000 BOOK