2023-05-12T19:25:19-05:00 2022-06-30 410746749 CLIFTONLARSONALLEN LLP 301 NORTH LAKE AVENUE SUITE 900 PASADENA CA 91101 990 2021-07-01 956067343 UNIVERSITY ENTERPRISES CORPORATION AT CSUSB UNIV 9095375918 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 JOHN GRIFFIN EXECUTIVE DIRECTOR 9095375918 2023-05-11 1 JOHN GRIFFIN 999009999 DAVID ROBYDEK P02127582 6267933600 2023-05-11 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z JOHN GRIFFIN 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 41431762 0 X UEC.CSUSB.EDU X 1962 CA TO PROMOTE AND ASSIST IN EDUCATION, ADMINISTRATION, AND RELATED SERVICES OF CALIFORNIA STATE UNIVERSITY, SAN BERNARDINO. 15 4 878 47 0 0 32090498 34711784 834851 2179164 175125 -76511 2000775 4446183 35101249 41260620 22000 0 0 0 18805210 21055442 0 0 0 15609240 20008052 34436450 41063494 664799 197126 26982473 28040325 20006900 16168434 6975573 11871891 TO PROMOTE AND ASSIST IN EDUCATION, ADMINISTRATION, AND RELATED SERVICES OF CALIFORNIA STATE UNIVERSITY, SAN BERNARDINO. 0 0 34531753 0 1603129 GRANTS AND CONTRACTS - PROVIDE STAFF SALARIES, OPERATING SUPPLIES, BOOKS AND MATERIALS, TUITION, STIPENDS AND EQUIPMENT. GRANTS ARE FOR RESEARCH, TEACHING AND COMMUNITY SERVICE PROJECTS. 1782790 0 79542 CHILDREN'S & INFANT CENTERS - CONSISTS OF THE OPERATION OF THE ON-CAMPUS CHILD CARE CENTER. 4151779 0 517707 COMMERCIAL OPERATIONS - CONSISTS OF VENDING AND CONTRACT OVERSIGHT OF CAMPUS BOOKSTORE AND DINING SERVICE OPERATIONS. 40466322 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 199 0 1 878 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X KHRISTINE BARRAZA 9095373922 5500 UNIVERISTY PARKWAY SAN BERNARDINO CA 92407 TOMAS D MORALES CHIEF EXECUTIVE OFFICER 1.00 40.00 X X 0 516477 129908 SHARI MCMAHAN DIRECTOR (VICE PRESIDENT) 1.00 40.00 X 0 263188 113914 DOUGLAS FREER SECRETARY/TREASURER 1.00 40.00 X X 0 250275 107798 SAMUEL SUDHAKAR CHAIR 1.00 40.00 X X 0 245270 82565 PAZ OLIVREZ DIRECTOR (VICE PRESIDENT) 1.00 40.00 X 0 223162 89543 ROBERT NAVA DIRECTOR (VICE PRESIDENT) 1.00 40.00 X 0 249551 103513 TAEWON YANG DIRECTOR (FACULTY) 1.00 X 0 168279 76635 JENNIFER SORENSON DIRECTOR (STAFF) 1.00 X 0 180319 54614 JOHN GRIFFIN EXECUTIVE DIRECTOR 40.00 X 171540 0 24107 KRISTINE ALEXANDER PROGRAM DIRECTOR, TCAP 40.00 X 126812 0 16160 MARY MITCHEL DIRECTOR OF RESEARCH AND DEVELOPMENT, CSRI 40.00 X 115204 0 18391 BOYKIN WITHERSPOON PROGRAM DIRECTOR, WRI 40.00 X 112894 0 33963 ELAINE B ZUCCO DIRECTOR OF PROGRAM OPERATIONS, CSRI 40.00 X 103932 0 21787 CHRISTOPHER VALLEJO EXECUTIVE DIRECTOR OF OPERATIONS, FAITHS 40.00 X 105479 0 26685 JEREMY DODSWORTH DIRECTOR (FACULTY) 1.00 40.00 X 0 90307 42544 WILLIAM STEVENSON DIRECTOR (COMMUNITY) 1.00 40.00 X 0 41445 31054 VALERIE ZELLMER VICE CHAIR 1.00 X X 0 0 0 DAISY RAMOS GOMEZ DIRECTOR (STUDENT) 1.00 X 0 0 0 JULIA RUIZ DIRECTOR (STUDENT) 1.00 X 0 0 0 MARIAH SOMARRIBA DIRECTOR (STUDENT) 1.00 X 0 0 0 DOROTHY CHEN-MAYNARD DIRECTOR (COMMUNITY) 1.00 40.00 X 0 140532 51665 735861 2368805 1024846 10 0 1 0 0 715817 33995967 34711784 GRANTS AND CONTRACTS 611310 651538 651538 CAMPUS RELATED REVENUE 611310 605320 605320 COMMERCIAL OPERATIONS 611310 517707 517707 FOOD SERVICE 611310 203750 203750 CHILDREN'S AND INFANT CENTERS 611310 200849 200849 2179164 94631 94631 171142 -171142 -171142 -171142 OPERATING REVENUE 900099 4424969 4424969 ALL OTHER REVENUE 900099 21214 21214 4446183 41260620 2200378 0 4348458 X 197213 197213 15923131 15239330 683801 1631523 1508157 123366 3303575 3047970 255605 15861 15861 50050 50050 2003 2003 9889257 11701273 -1812016 6093 4486 1607 1977441 1434173 543268 371262 342426 28836 680112 623784 56328 93258 80401 12857 727532 661111 66421 160528 19956 140572 STIPENDS, ROOM AND BOAR 4051122 4048728 2394 RENTAL, EQUIPMENT AND S 966535 963298 3237 MISCELLANEOUS 800713 612356 188357 SMALL EQUIPMENT PURCHAS 216285 178873 37412 41063494 40466322 597172 0 5858075 7798817 5721601 6381966 0 8835592 10689258 663007 114677 545700 9839724 6105920 4598862 3733804 0 81439 26982473 28040325 7627031 7194934 6919221 8256752 400000 5060648 716748 20006900 16168434 X 6975573 11871891 6975573 11871891 26982473 28040325 X 197126 -13701 327834 4385059 X X 0 1 X 1 1 1 X 32671344 34997415 30794998 32090498 34711784 165266039 32671344 34997415 30794998 32090498 34711784 165266039 11786059 153479980 110466 125065 182500 148614 94631 661276 12696 2000775 5255253 7268724 173196039 0.88620 0.98240 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4640 4640 2196397 1339054 857343 3015870 1343494 1672376 4622817 3423372 1199445 3733804 POST-RETIREMENT MEDICAL BENEFITS 716748 716748 X 45629975 -13701 -13701 45643676 2003 -4385059 -4383056 41260620 41061491 0 41061491 2003 2003 41063494 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 -3,590,543. NET CHANGE IN OPEB LIABILITY VALUATION -794,516. X X 0 0 0 0 0 0 0 0 0 TOMAS D MORALES CHIEF EXECUTIVE OFFICER 0 516477 0 0 0 0 0 94171 0 35737 0 646385 0 0 SHARI MCMAHAN DIRECTOR (VICE PRESIDENT) 0 263188 0 0 0 0 0 78170 0 35744 0 377102 0 0 DOUGLAS FREER SECRETARY/TREASURER 0 250275 0 0 0 0 0 74269 0 33529 0 358073 0 0 SAMUEL SUDHAKAR CHAIR 0 245270 0 0 0 0 0 42929 0 39636 0 327835 0 0 PAZ OLIVREZ DIRECTOR (VICE PRESIDENT) 0 223162 0 0 0 0 0 65976 0 23567 0 312705 0 0 ROBERT NAVA DIRECTOR (VICE PRESIDENT) 0 243551 0 0 0 6000 0 70374 0 33139 0 353064 0 0 TAEWON YANG DIRECTOR (FACULTY) 0 168279 0 0 0 0 0 47062 0 29573 0 244914 0 0 JENNIFER SORENSON DIRECTOR (STAFF) 0 180319 0 0 0 0 0 41666 0 12948 0 234933 0 0 JOHN GRIFFIN EXECUTIVE DIRECTOR 171540 0 0 0 0 0 10003 0 14104 0 195647 0 0 0 DOROTHY CHEN-MAYNARD DIRECTOR (COMMUNITY) 0 140532 0 0 0 0 0 33424 0 18241 0 192197 0 0 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 5,096,643. MANAGEMENT AND GENERAL EXPENSES 185,201. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,281,844. CAMPUS SERVICE EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,983,261. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,983,261. GRANT SUBRECIPIENT COSTS: PROGRAM SERVICE EXPENSES 2,487,788. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,487,788. PROFESSIONAL DEVELOPMENT AND TRAINING: PROGRAM SERVICE EXPENSES 103,962. MANAGEMENT AND GENERAL EXPENSES 32,402. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 136,364. FORM 990, PART XI, LINE 9: NET CHANGE IN PENSION LIABILITY VALUATION 3,590,543. NET CHANGE IN OPEB LIABILITY VALUATION 794,516. PART XII LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 CALIFORNIA STATE UNIVERSITY SAN BERNARDINO P 832490 FMV CALIFORNIA STATE UNIVERSITY SAN BERNARDINO Q 26729 FMV CSUSB PHILANTHROPIC FOUNDATION P 63093 FMV CSUSB PHILANTHROPIC FOUNDATION Q 788081 FMV SANTOS MANUEL STUDENT UNION OF CA STATE UNIVERSITY AT SAN BERNARDINO P 421557 FMV ASSOCIATED STUDENTS CALIFORNIA STATE UNIVERSITY AT SAN BERNARDINO Q 162000 FMV