UNIVERSITY ENTERPRISES CORPORATION AT CSUSB: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY ENTERPRISES CORPORATION AT CSUSB (EIN 95-6067343)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-13
- IRS object ID
- 202431349349306378
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-13T14:15:12-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2875 MICHELLE DRIVE 300 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956067343 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY ENTERPRISES CORPORATION AT | BusinessNameLine1Txt |
| Business Name Line2 | CSUSB | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 9095375918 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 UNIVERSITY PARKWAY | AddressLine1Txt |
| City | SAN BERNARDINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92407 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SESAR MORFIN | PersonNm |
| Person Title | AVP FINANCE & ADMINISTRATIVE | PersonTitleTxt |
| Phone | 9095375918 | PhoneNum |
| Signature | 2024-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SESAR | PersonFirstNm |
| Person Last | MORFIN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LISA N RYSSEL CPA | PreparerPersonNm |
| PTIN | P00643670 | PTIN |
| Phone | 7149781300 | PhoneNum |
| Preparation | 2024-05-10 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN GRIFFIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 UNIVERSITY PARKWAY | AddressLine1Txt |
| City | SAN BERNARDINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92407 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $50,913,147 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | UEC.CSUSB.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1962 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO PROMOTE AND ASSIST IN EDUCATION, ADMINISTRATION, AND RELATED SERVICES OF CALIFORNIA STATE UNIVERSITY, SAN BERNARDINO. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 1056 | TotalEmployeeCnt |
| Total Volunteers | 24 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $34,711,784 | PYContributionsGrantsAmt |
| CY Contributions Grants | $40,972,330 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,179,164 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,731,061 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$76,511 | PYInvestmentIncomeAmt |
| CY Investment Income | $106,458 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,446,183 | PYOtherRevenueAmt |
| CY Other Revenue | $1,406,344 | CYOtherRevenueAmt |
| PY Total Revenue | $41,260,620 | PYTotalRevenueAmt |
| CY Total Revenue | $44,216,193 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $21,055,442 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $22,191,011 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $20,008,052 | PYOtherExpensesAmt |
| CY Other Expenses | $20,499,913 | CYOtherExpensesAmt |
| PY Total Expenses | $41,063,494 | PYTotalExpensesAmt |
| CY Total Expenses | $42,690,924 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $197,126 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,525,269 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $28,040,325 | TotalAssetsBOYAmt |
| Total Assets EOY | $34,429,444 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $16,168,434 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $22,883,870 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,871,891 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $11,545,574 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROMOTE AND ASSIST IN EDUCATION, ADMINISTRATION, AND RELATED SERVICES OF CALIFORNIA STATE UNIVERSITY, SAN BERNARDINO. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $39,220,275 | ExpenseAmt |
| Revenue | $734,819 | RevenueAmt |
| Desc | GRANTS AND CONTRACTS - PROVIDE STAFF SALARIES, OPERATING SUPPLIES, BOOKS AND MATERIALS, TUITION, STIPENDS AND EQUIPMENT. GRANTS ARE FOR RESEARCH, TEACHING AND COMMUNITY SERVICE PROJECTS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,961,693 | ExpenseAmt |
| Revenue | $354,208 | RevenueAmt |
| Desc | CHILDREN'S & INFANT CENTERS - CONSISTS OF THE OPERATION OF THE ON-CAMPUS CHILD CARE CENTER. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,888,368 | ExpenseAmt |
| Revenue | $642,034 | RevenueAmt |
| Desc | COMMERCIAL OPERATIONS - CONSISTS OF VENDING AND CONTRACT OVERSIGHT OF CAMPUS BOOKSTORE AND DINING SERVICE OPERATIONS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $43,070,336 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 190 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1056 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHELLE BULAON | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9095373922 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 UNIVERISTY PARKWAY | AddressLine1Txt |
| City | SAN BERNARDINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92407 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| TOMAS D MORALES | ||||||||
| CHIEF EXECUTIVE OFFICER | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $426,860 | $112,047 | |
| DOUGLAS FREER | ||||||||
| DIRECTOR (VICE PRESIDENT) | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $262,146 | $106,459 | |
| SAMUEL SUDHAKAR | ||||||||
| CHAIR | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $280,512 | $63,339 | |
| PAZ OLIVREZ | ||||||||
| DIRECTOR (VICE PRESIDENT) | 1.00 | 40.00 | Yes (X) | $0 | $236,250 | $82,842 | ||
| ROBERT NAVA | ||||||||
| DIRECTOR (VICE PRESIDENT) | 1.00 | 40.00 | Yes (X) | $0 | $252,000 | $97,154 | ||
| TAEWON YANG | ||||||||
| INTERIM TREASURER | 1.00 | 40.00 | Yes (X) | $0 | $131,256 | $66,436 | ||
| JENNIFER SORENSON | ||||||||
| DIRECTOR (STAFF) | 1.00 | 40.00 | Yes (X) | $0 | $201,324 | $37,906 | ||
| JEREMY DODSWORTH | ||||||||
| DIRECTOR (FACULTY) | 1.00 | 40.00 | Yes (X) | $0 | $97,914 | $40,402 | ||
| WILLIAM STEVENSON | ||||||||
| DIRECTOR (COMMUNITY) | 1.00 | 40.00 | Yes (X) | $0 | $52,269 | $33,432 | ||
| DOROTHY CHEN-MAYNARD | ||||||||
| DIRECTOR (COMMUNITY) | 1.00 | 40.00 | Yes (X) | $0 | $15,773 | $47,612 | ||
| VALERIE ZELLMER | ||||||||
| VICE CHAIR | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JUAN HERRERA | ||||||||
| INTERIM SECRETARY | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PAOLA GALVEZ | ||||||||
| DIRECTOR (STUDENT) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RAFIK MOHAMED | ||||||||
| DIRECTOR (VICE PRESIDENT) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DESTINEY SHAVERS | ||||||||
| DIRECTOR (STUDENT) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ALEXANDRA THAMBI | ||||||||
| DIRECTOR (STUDENT) | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROIN PHILLIPS | ||||||||
| DIRECTOR (VICE PRESIDENT) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DOROTA HUIZINGA | ||||||||
| DIRECTOR (SPONSERED PROGRAM) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN GRIFFIN | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | 0.00 | Yes (X) | $180,209 | $0 | $14,098 | ||
| KRISTINE ALEXANDER | ||||||||
| PROGRAM DIRECTOR, TCAP | 40.00 | 0.00 | $117,561 | $0 | $7,474 | Yes (X) | ||
| MARY MITCHEL | ||||||||
| DIRECTOR OF RESEARCH AND D | 40.00 | 0.00 | $126,940 | $0 | $2,812 | Yes (X) | ||
| ELAINE B ZUCCO | ||||||||
| DIRECTOR OF PROGRAM OPERAT | 40.00 | 0.00 | $142,352 | $0 | $7,454 | Yes (X) | ||
| CHRISTOPHER VALLEJO | ||||||||
| EXECUTIVE DIRECTOR OF OPER | 40.00 | 0.00 | $126,241 | $0 | $18,099 | Yes (X) | ||
| ERIC GODDARD | ||||||||
| DIRECTOR OF ADMINISTRATION, CSRI | 40.00 | 0.00 | $129,443 | $0 | $3,433 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $822,746 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,956,304 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $740,999 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHAN CYBER CONSULTING | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 163 TOWER ROAD | AddressLine1Txt |
| City | LINCOLN | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 01773 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | CYBER SECURITY | ServicesDesc |
| Compensation | $101,439 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $818,016 | RelatedOrganizationsAmt |
| Government Grants | $40,154,314 | GovernmentGrantsAmt |
| Total Contributions | $40,972,330 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SPECIAL PROGRAMS | 611310 | $734,819 | $734,819 |
| COMMERCIAL OPERATIONS | 611310 | $642,034 | $642,034 |
| PARENT FEES | 611310 | $354,208 | $354,208 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,731,061 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $108,945 | TotalRevenueColumnAmt |
| Exclusion | $108,945 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,693,903 | SecuritiesAmt |
| Other | $564 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,696,954 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$3,051 | SecuritiesAmt |
| Other | $564 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$2,487 | TotalRevenueColumnAmt |
| Exclusion | -$2,487 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| ALL OTHER REVENUE | 900099 | $877,332 | $877,332 |
| NONOPERATING REVENUE | 900099 | $529,012 | $529,012 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,406,344 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $44,216,193 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,731,061 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,512,802 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $201,523 | TotalAmt |
| Management And General | $201,523 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,096,690 | TotalAmt |
| Program Services | $16,271,530 | ProgramServicesAmt |
| Management And General | $825,160 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,624,635 | TotalAmt |
| Program Services | $1,526,591 | ProgramServicesAmt |
| Management And General | $98,044 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,268,163 | TotalAmt |
| Program Services | $3,082,474 | ProgramServicesAmt |
| Management And General | $185,689 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,871 | TotalAmt |
| Management And General | $25,871 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,232 | TotalAmt |
| Program Services | $7,100 | ProgramServicesAmt |
| Management And General | $40,132 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,098 | TotalAmt |
| Management And General | $6,098 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,342,301 | TotalAmt |
| Program Services | $11,355,330 | ProgramServicesAmt |
| Management And General | -$3,013,029 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,017 | TotalAmt |
| Program Services | $8,935 | ProgramServicesAmt |
| Management And General | $1,082 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,447,367 | TotalAmt |
| Program Services | $2,719,965 | ProgramServicesAmt |
| Management And General | $727,402 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $354,588 | TotalAmt |
| Program Services | $349,020 | ProgramServicesAmt |
| Management And General | $5,568 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,270,792 | TotalAmt |
| Program Services | $1,081,165 | ProgramServicesAmt |
| Management And General | $189,627 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $245,010 | TotalAmt |
| Program Services | $226,417 | ProgramServicesAmt |
| Management And General | $18,593 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $586 | TotalAmt |
| Program Services | $586 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,615,734 | TotalAmt |
| Program Services | $1,552,027 | ProgramServicesAmt |
| Management And General | $63,707 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $215,793 | TotalAmt |
| Program Services | $38,399 | ProgramServicesAmt |
| Management And General | $177,394 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| STIPENDS, ROOM AND BOAR | $3,943,049 | $3,932,464 | $10,585 |
| MISCELLANEOUS | $683,542 | $635,149 | $48,393 |
| SMALL EQUIPMENT PURCHAS | $220,731 | $216,959 | $3,772 |
| RENTAL, EQUIPMENT AND S | $71,202 | $66,225 | $4,977 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,690,924 | TotalAmt |
| Program Services | $43,070,336 | ProgramServicesAmt |
| Management And General | -$379,412 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,798,817 | BOYAmt |
| EOY | $2,369,649 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,381,966 | BOYAmt |
| EOY | $11,269,664 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,835,592 | BOYAmt |
| EOY | $12,237,088 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $663,007 | BOYAmt |
| EOY | $441,066 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $545,700 | BOYAmt |
| EOY | $499,713 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $10,127,828 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $6,958,165 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,733,804 | BOYAmt |
| EOY | $3,169,663 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,439 | BOYAmt |
| EOY | $4,442,601 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,040,325 | BOYAmt |
| EOY | $34,429,444 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,194,934 | BOYAmt |
| EOY | $6,693,505 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,256,752 | BOYAmt |
| EOY | $9,394,796 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $716,748 | BOYAmt |
| EOY | $6,795,569 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,168,434 | BOYAmt |
| EOY | $22,883,870 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,871,891 | BOYAmt |
| EOY | $11,545,574 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,871,891 | BOYAmt |
| EOY | $11,545,574 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,040,325 | BOYAmt |
| EOY | $34,429,444 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,525,269 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $42,277 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,893,863 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,997,415 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,794,998 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,090,498 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,711,784 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,972,330 | CurrentTaxYearAmt |
| Total | $173,567,025 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $34,997,415 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $30,794,998 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,090,498 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $34,711,784 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,972,330 | CurrentTaxYearAmt |
| Total | $173,567,025 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $15,837,142 | SubstantialContributorsTotAmt |
| Public Support Total170 | $157,729,883 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $125,065 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $182,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $148,614 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $94,631 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $108,945 | CurrentTaxYearAmt |
| Total | $659,755 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus3 Years | $12,696 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,000,775 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,255,253 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,406,344 | CurrentTaxYearAmt |
| Total | $8,675,068 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $182,901,848 | TotalSupportAmt |
| Public Support CY170 | 0.86240 | PublicSupportCY170Pct |
| Public Support PY170 | 0.88620 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,640 | OtherCostOrOtherBasisAmt |
| Book Value | $4,640 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,196,396 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,396,793 | DepreciationAmt |
| Book Value | $799,603 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,015,870 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,610,036 | DepreciationAmt |
| Book Value | $1,405,834 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,910,922 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,951,336 | DepreciationAmt |
| Book Value | $959,586 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,169,663 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUES FROM RELATED PARTY | $231,188 |
| RIGHT-OF-USE ASSET | $4,116,597 |
| ASSETS FOR POST-EMPLOYMENT MEDICAL BENEFITS | $94,816 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $4,442,601 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| LIABILITIES FOR PENSION BENEFITS | $2,620,000 |
| LEASE LIABILITY | $4,175,569 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,795,569 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $42,358,509 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $42,277 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $42,277 | RevenueNotReportedAmt |
| Revenue Subtotal | $42,316,232 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $6,098 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $1,893,863 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $1,899,961 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $44,216,193 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $42,684,826 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $42,684,826 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $6,098 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $6,098 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $42,690,924 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | UEC IS A NONPROFIT TAX-EXEMPT CORPORATION ORGANIZED UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. IT IS ALSO EXEMPT FROM STATE INCOME TAXES. HOWEVER, ANY UNRELATED BUSINESS INCOME MAY BE SUBJECT TO TAXATION. THE UEC HAD NO OBLIGATION FOR ANY UNRELATED BUSINESS INCOME TAX DURING THE YEAR. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | NET CHANGE IN PENSION LIABILITY VALUATION 2,661,159. NET CHANGE IN OPEB LIABILITY VALUATION -811,564. TRANSFERS TO UNIVERSITY/OTHER AUXILIARY ORGANIZATIONS 44,268. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (8 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TOMAS D MORALES | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $0 | $426,860 | $0 | $0 | $0 | $0 | $0 | $91,916 | $0 | $20,131 | $0 | $538,907 | $0 | $0 |
| DOUGLAS FREER | ||||||||||||||
| DIRECTOR (VICE PRESIDENT) | $0 | $262,146 | $0 | $0 | $0 | $0 | $0 | $80,366 | $0 | $26,093 | $0 | $368,605 | $0 | $0 |
| ROBERT NAVA | ||||||||||||||
| DIRECTOR (VICE PRESIDENT) | $0 | $252,000 | $0 | $0 | $0 | $0 | $0 | $77,304 | $0 | $19,850 | $0 | $349,154 | $0 | $0 |
| SAMUEL SUDHAKAR | ||||||||||||||
| CHAIR | $0 | $280,512 | $0 | $0 | $0 | $0 | $0 | $39,478 | $0 | $23,861 | $0 | $343,851 | $0 | $0 |
| PAZ OLIVREZ | ||||||||||||||
| DIRECTOR (VICE PRESIDENT) | $0 | $236,250 | $0 | $0 | $0 | $0 | $0 | $72,473 | $0 | $10,369 | $0 | $319,092 | $0 | $0 |
| JENNIFER SORENSON | ||||||||||||||
| DIRECTOR (STAFF) | $0 | $201,324 | $0 | $0 | $0 | $0 | $0 | $35,858 | $0 | $2,048 | $0 | $239,230 | $0 | $0 |
| TAEWON YANG | ||||||||||||||
| INTERIM TREASURER | $0 | $131,256 | $0 | $0 | $0 | $0 | $0 | $40,264 | $0 | $26,172 | $0 | $197,692 | $0 | $0 |
| JOHN GRIFFIN | ||||||||||||||
| EXECUTIVE DIRECTOR | $176,709 | $0 | $3,500 | $0 | $0 | $0 | $0 | $0 | $14,098 | $0 | $194,307 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | A COPY OF THE FORM 990 IS PROVIDED TO, AND REVIEWED BY, MANAGEMENT AND THE BOARD OF DIRECTORS BEFORE IT IS FILED. |
| 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. |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPARABILITY STUDIES ARE USED. THE GOVERNING BOARD APPROVES THE SALARY FOR THE EXECUTIVE DIRECTOR. |
| 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 2,775,075. MANAGEMENT AND GENERAL EXPENSES 211,502. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,986,577. CAMPUS SERVICE EXPENSE: PROGRAM SERVICE EXPENSES 900,000. MANAGEMENT AND GENERAL EXPENSES 1,959,894. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,859,894. GRANT SUBRECIPIENT COSTS: PROGRAM SERVICE EXPENSES 2,238,388. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,238,388. PROFESSIONAL DEVELOPMENT AND TRAINING: PROGRAM SERVICE EXPENSES 160,928. MANAGEMENT AND GENERAL EXPENSES 96,449. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 257,377. GRANT INDIRECT COSTS: PROGRAM SERVICE EXPENSES 5,280,939. MANAGEMENT AND GENERAL EXPENSES -5,280,874. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 65. |
| FORM 990, PART XI, LINE 9: | NET CHANGE IN PENSION LIABILITY VALUATION -2,661,159. NET CHANGE IN OPEB LIABILITY VALUATION 811,564. TRANSFERS TO UNIVERSITY/OTHER AUXILIARY ORGANIZATIONS -44,268. |
| PART XII LINE 2C | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| CSUSB PHILANTHROPIC FOUNDATION | |||||||||
| 5500 UNIVERSITY PARKWAY | SAN BERNARDINO | CA | 92407 | 452255077 | ADMINISTER GIFTS AND SCHOLARSHIPS FOR CSUSB | CA | 501(C) | LINE 5 | 0 |
| ASSOCIATED STUDENTS CALIFORNIA STATE UNIVERSITY SAN BERNARDINO | |||||||||
| 5500 UNIVERSITY PARKWAY | SAN BERNARDINO | CA | 92407 | 956126562 | ASSISTING IN RETENTION AND DEVELOPMENT OF STUDENTS | CA | 501(C) | LINE 5 | 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) | LINE 5 | 0 |
| CALIFORNIA STATE UNIVERSITY SAN BERNARDINO | |||||||||
| 5500 UNIVERSITY PARKWAY | SAN BERNARDINO | CA | 92407 | 330644150 | PUBLIC UNIVERSITY - STATE OF CALIFORNIA | CA | 115(1) | STATE INSTITUTION | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (6 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| CALIFORNIA STATE UNIVERSITY SAN BERNARDINO | ||
| P | $7,789,880 | FMV |
| CALIFORNIA STATE UNIVERSITY SAN BERNARDINO | ||
| Q | $153,167 | FMV |
| CSUSB PHILANTHROPIC FOUNDATION | ||
| P | $136,928 | FMV |
| CSUSB PHILANTHROPIC FOUNDATION | ||
| Q | $919,157 | FMV |
| SANTOS MANUEL STUDENT UNION OF CA STATE UNIVERSITY AT SAN BERNARDINO | ||
| P | $83,148 | FMV |
| ASSOCIATED STUDENTS CALIFORNIA STATE UNIVERSITY AT SAN BERNARDINO | ||
| Q | $162,000 | FMV |
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