2023-05-31T18:31:53-05:00 2022-06-30 410746749 CLIFTONLARSONALLEN LLP 301 NORTH LAKE AVENUE SUITE 900 PASADENA CA 91101 990 2021-07-01 452255077 CSUSB PHILANTHROPIC FOUNDATION CSUS 9095375918 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 ROBERT J NAVA EXECUTIVE DIRECTOR 9095375918 2023-05-11 1 ROBERT NAVA 999009999 DAVID ROBYDEK P02127582 6267933600 2023-05-11 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z ROBERT J NAVA 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 26200031 0 X HTTP://CSUSBFOUNDATION.CSUSB.EDU X 2011 CA TO PROMOTE FUNDRAISING, ENCOURAGE DONATIONS FROM OUTSIDE PARTIES IN ORDER TO SUPPORT VARIOUS PROGRAMS AT CALIFORNIA STATE UNIVERSITY, SAN BERNARDINO. 40 40 0 40 0 0 3639614 9638244 0 0 5091365 3215225 16506 5003 8747485 12858472 1858933 1900059 0 0 0 0 0 0 0 2780010 3266325 4638943 5166384 4108542 7692088 70079605 67987629 1427206 2720522 68652399 65267107 TO PROMOTE FUNDRAISING, ENCOURAGE DONATIONS FROM OUTSIDE PARTIES IN ORDER TO SUPPORT VARIOUS PROGRAMS AT CALIFORNIA STATE UNIVERSITY, SAN BERNARDINO. 0 0 1900059 1900059 SCHOLARSHIPS - COORDINATE SCHOLARSHIP DONATIONS WITH THE STUDENT AWARDED SCHOLARSHIPS. 2780428 OTHER ACTIVITIES - DESIGNATED GIFT ADMINISTRATION. 4680487 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 45 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 40 40 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X X KHRISTINE BARRAZA 9095373922 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 TOMAS D MORALES PRESIDENT 40.00 X X 0 516477 129908 ROBERT J NAVA EXECUTIVE DIRECTOR 40.00 X X 0 249551 103513 SHARI MCMAHAN PROVOST & VP, ACADEMIC AFFAIRS 40.00 X X 0 263188 113914 PAZ OLIVEREZ VICE PRESIDENT, STUDENT AFFAIRS 40.00 X X 0 223162 89543 SAMUEL SUDHAKAR VICE PRESIDENT, INFORMATION TECHNOLOGY 40.00 X X 0 245270 82565 DOUGLAS R FREER TREASURER & ASSISTANT SECRETARY 40.00 X X 0 250275 107798 MONICA ALEJANDRE SECRETARY 40.00 X X 0 125681 70007 ELLEN G WEISSER IMMEDIATE PAST CHAIR 40.00 X 0 142906 55897 DONALD F AVERILL OWNER EMERITUS, PPL INC. 40.00 X 0 95767 52187 BENJAMIN J BECERRA FACULTY REPRESENTATIVE 40.00 X 0 166415 75545 MARIAM BETLEMIDZE FACULTY REPRESENTATIVE 40.00 X 0 140532 51665 HAAKON BROWN FACULTY REPRESENTATIVE 40.00 X 0 61294 41026 WILLIAM M STEVENSON CHAIR, UEC 1.00 40.00 X 0 41445 31054 DOROTHY CHEN-MAYNARD FACULTY REPRESENTATIVE 40.00 X 0 0 0 DIANA QUIJANO STAFF COUNCIL REPRESENTATIVE 40.00 X 0 0 0 DEBBIE BROWN COMMUNITY PHILANTHROPIST 1.00 X 0 0 0 SUANY ECHEVARRIA STUDENT REPRESENTATIVE 1.00 X 0 0 0 GRACE GARNER PALM SPRING CITY COUNCIL MEMBER 1.00 X 0 0 0 PAUL C GRANILLO PRESIDENT & CEO, IEEP 1.00 X 0 0 0 W BENSON HARER JR RETIRED PHYSICIAN 1.00 X 0 0 0 RODERICK HENDRY FIRST VICE PRESIDENT, MORGAN STANLEY 1.00 X 0 0 0 COLE R JACKSON PARTNER, REISS, JACKSON & JAMISON, LLP 1.00 X 0 0 0 MARK A KAENEL RETIRED FIRST PRESIDENT, ALTA PACIFIC BANK 1.00 X 0 0 0 NEFERTITI LONG CHIEF OPERATING OFFICER, ALTA LOMA ENTERPRISES 1.00 X 0 0 0 JESSICA MADRIGAL STAFF COUNCIL REPRESENTATIVE 1.00 X 0 0 0 GARY MCBRIDE STRATEGIC PROJECTS DIRECTOR 1.00 X 0 0 0 BARBARA MCGEE CITY CLERK, CITY OF RIALTO 1.00 X 0 0 0 MUSTAFA MILBIS COMMUNITY PHILANTHROPIST 1.00 X 0 0 0 LOUIS G MONVILLE III SENIOR VICE PRESIDENT, RHC 1.00 X 0 0 0 MANISH PATEL PHYSICIAN 1.00 X 0 0 0 STEVE PONTELL CEO & PRESIDENT LJL 1.00 X 0 0 0 DAISY RAMOS STUDENT REPRESENTATIVE 1.00 X 0 0 0 JAMES C RAMOS ASSEMBLYMEMBER, 40TH CALIFORNIA ASSEMBLY DISTRICT 1.00 X 0 0 0 RHEANNA RODRIGUEZ SENIOR VP, DIRECTOR OF SPECIALTY REGULATIONS 1.00 X 0 0 0 PHILIP M SAVAGE IV SHAREHOLDER, GRESHAM SAVAGE 1.00 X 0 0 0 PAUL M SHIMOFF PARTNER, SHIMOFF LAW CORPORATION 1.00 X 0 0 0 KAREN I SUAREZ DIRECTOR, UPLIFT SAN BERNARDINO 1.00 X 0 0 0 JUSTIN S SWANT SVP, PRODUCT DEVELOPMENT & INNOVATION, ACCESSHOPE 1.00 X 0 0 0 EDWARD C TEYBER RETIRED PROFESSOR, PSYCHOLOGY 1.00 X 0 0 0 ELISE K TRAYNUM FIRST GENERAL COUNSEL, ACLU CORP. 1.00 X 0 0 0 0 2521963 1004622 0 0 1 0 0 130357 9507887 332144 9638244 1897797 1897797 14658987 13341559 1317428 1317428 1317428 OTHER 900099 5003 5003 5003 12858472 5003 0 3215225 1900059 1900059 3310 3055 255 22200 22200 193036 193036 123321 101587 21734 645339 632592 12747 112358 111172 1186 277629 124097 153532 704531 704531 20767 17994 2773 CONTRACT SERVICES 586987 509942 77045 CAPITAL OUTLAY 329566 329566 PROFESSIONAL EXPENSES 214626 198414 16212 MISCELLANEOUS 31387 24010 7377 1268 1268 5166384 4680487 485897 0 466345 695038 11429667 12654679 645004 6116066 387588 577775 55595530 46702005 1555471 1242066 70079605 67987629 318727 646553 235827 1416698 872652 657271 1427206 2720522 X 1215451 9952 67436948 65257155 68652399 65267107 70079605 67987629 X 7692088 -10976932 -100448 X X 0 1 X 1 0 X 4585441 6769967 3370939 3639614 9638244 28004205 4585441 6769967 3370939 3639614 9638244 28004205 301032 27703173 1763015 2634395 1850877 1919636 1897797 10065720 1759 40979 52527 16506 5003 116774 38186699 0.72550 0.76060 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELANEOUS INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 55847119 635614 -7837575 1800321 46844837 45146813 654159 11429405 1383258 55847119 41117664 5342439 106198 1255508 163980 45146813 39641520 1321365 1682111 1413127 114205 41117664 37709881 2339650 1429353 611848 1225516 39641520 0.87580 0.12420 0 0 0 OTHER LONG-TERM LIABILITIES TO BENEFICIARIES 657271 657271 X 1588056 -10976932 -100448 -11077380 12665436 193036 193036 12858472 4973348 0 4973348 193036 193036 5166384 PART V, LINE 4: ENDOWMENT FUNDS ARE USED PRIMARILY FOR DESIGNATED SCHOLARSHIPS. THERE ARE SOME FUNDS THAT ARE DESIGNATED TO SUPPORT PROGRAM FUNCTIONS. PART X, LINE 2: THE FOUNDATION IS A NOT-FOR-PROFIT TAX-EXEMPT CORPORATION ORGANIZED UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. A COMPARABLE EXEMPTION HAS BEEN GRANTED BY THE STATE OF CALIFORNIA UNDER THE REVENUE AND TAXATION CODE 23701(D). HOWEVER, ANY UNRELATED BUSINESS INCOME MAY BE SUBJECT TO TAXATION. THE FOUNDATION HAD NO OBLIGATION FOR ANY UNRELATED BUSINESS INCOME TAX DURING THE YEAR. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -100,448. 1 CALIFORNIA STATE UNIVERSITY SAN BERNARDINO 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 330644150 115(1) 1900059 0 TO PROVIDE ASSISTANCE TO STUDENTS THAT MEET SPECIFIC CRITERIA 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 PRESIDENT 0 444477 0 0 0 72000 0 94171 0 35737 0 646385 0 0 SHARI MCMAHAN PROVOST & VP, ACADEMIC AFFAIRS 0 263188 0 0 0 0 0 78170 0 35744 0 377102 0 0 DOUGLAS R FREER TREASURER & ASSISTANT SECRETARY 0 250275 0 0 0 0 0 74269 0 33529 0 358073 0 0 ROBERT J NAVA EXECUTIVE DIRECTOR 0 243551 0 0 0 6000 0 70374 0 33139 0 353064 0 0 SAMUEL SUDHAKAR VICE PRESIDENT, INFORMATION TECHNOLO 0 245270 0 0 0 0 0 42929 0 39636 0 327835 0 0 PAZ OLIVEREZ VICE PRESIDENT, STUDENT AFFAIRS 0 223162 0 0 0 0 0 65976 0 23567 0 312705 0 0 BENJAMIN J BECERRA FACULTY REPRESENTATIVE 0 166415 0 0 0 0 0 40972 0 34573 0 241960 0 0 ELLEN G WEISSER IMMEDIATE PAST CHAIR 0 142906 0 0 0 0 0 33428 0 22469 0 198803 0 0 MONICA ALEJANDRE SECRETARY 0 125681 0 0 0 0 0 36654 0 33353 0 195688 0 0 MARIAM BETLEMIDZE FACULTY REPRESENTATIVE 0 140532 0 0 0 0 0 33424 0 18241 0 192197 0 0 X 16 301000 X 25224 X PPE ITEMS 2 5920 FMV 1 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF 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 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 XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -100,448. FORM 990, PART XII, LINE 2C THE ORGANIZATION HAS A DESIGNATED COMMITTEE THAT REVIEWS AND APPROVES THE FINANCIAL STATEMENT AUDIT PRIOR TO THE PRESENTATION AND ACCEPTANCE BY THE FULL BOARD. EXTERNAL AUDITORS ARE SELECTED THROUGH OPEN BID PROCESSES AT THE END OF THE SPECIFIED CONTRACT PERIODS. THE PROCESS 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 115(1) STATE INSTITUTION 0 UNIVERSITY ENTERPRISES CORPORATION AT CSUSB 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 956067343 EDUCATION, ADMINISTRATION, AND RELATED SERVICES 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 ASSOCIATED STUDENTS CALIFORNIA STATE 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 956126562 SUPPORTS THE RETENTION AND DEVELOPMENT OF STUDENTS CA 501(C) LINE 5 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 SANTOS MANUEL STUDENT UNION OF CA STATE P 1190 UNIVERSITY ENTERPRISES CORPORATION AT CSUSB Q 71943 ASSOCIATED STUDENTS CALIFORNIA STATE UNIVERSITY SAN BERNARDINO Q 123670 CALIFORNIA STATE UNIVERSITY SAN BERNARDINO B 36101 UNIVERSITY ENTERPRISES CORPORATION AT CSUSB P 774530 CALIFORNIA STATE UNIVERSITY SAN BERNARDINO Q 1707866 CALIFORNIA STATE UNIVERSITY SAN BERNARDINO P 4099749