CSUSB PHILANTHROPIC FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CSUSB PHILANTHROPIC FOUNDATION (EIN 45-2255077)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-15
- IRS object ID
- 202541359349305244
- Schema version
- 2023v6.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T10:15:50-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | 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 | 2210 EAST ROUTE 66 | AddressLine1Txt |
| City | GLENDORA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91740 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452255077 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CSUSB PHILANTHROPIC FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CSUS | BusinessNameControlTxt |
| Phone | 9095375918 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 UNIVERSITY PARKWAY | AddressLine1Txt |
| City | SAN BERNADINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92407 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT J NAVA | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 9095375918 | PhoneNum |
| Signature | 2025-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CASIE ZWAHLEN CPA | PreparerPersonNm |
| PTIN | P02291311 | PTIN |
| Phone | 6268577300 | PhoneNum |
| Preparation | 2025-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBERT J NAVA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 UNIVERSITY PARKWAY | AddressLine1Txt |
| City | SAN BERNADINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92407 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,459,334 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | CSUSB.EDU/PHILANTHROPIC-FOUNDATION | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2011 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | PROMOTE THE RAISING OF FUNDS TO SUPPORT THE CALIFORNIA STATE UNIVERSITY, SAN BERNARDINO | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 32 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,965,450 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,768,666 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $948,537 | PYInvestmentIncomeAmt |
| CY Investment Income | $3,932,760 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | -$31,944 | CYOtherRevenueAmt |
| PY Total Revenue | $4,913,987 | PYTotalRevenueAmt |
| CY Total Revenue | $9,669,482 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,673,505 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,012,319 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,426,140 | PYOtherExpensesAmt |
| CY Other Expenses | $3,584,352 | CYOtherExpensesAmt |
| PY Total Expenses | $5,099,645 | PYTotalExpensesAmt |
| CY Total Expenses | $6,596,671 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$185,658 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,072,811 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $72,317,545 | TotalAssetsBOYAmt |
| Total Assets EOY | $78,582,049 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,700,232 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,950,351 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $69,617,313 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $75,631,698 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROMOTE FUNDRAISING, ENCOURAGE DONATIONS FROM OUTSIDE PARTIES IN ORDER TO SUPPORT VARIOUS PROGRAMS AT CALIFORNIA STATE UNIVERSITY, SAN BERNARDINO. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,012,319 | ExpenseAmt |
| Grant | $3,012,319 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SCHOLARSHIPS - COORDINATE SCHOLARSHIP DONATIONS WITH THE STUDENT AWARDED SCHOLARSHIPS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,093,664 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | OTHER ACTIVITIES - DESIGNATED GIFT ADMINISTRATION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $6,105,983 | 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 | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | 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 | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | 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 | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | 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 | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 48 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| 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 | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | 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 | MONICA ALEJANDRE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9095375918 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 UNIVERSITY PARKWAY | AddressLine1Txt |
| City | SAN BERNADINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92407 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 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 |
|---|---|---|---|---|---|---|---|
| TOMAS D MORALES | |||||||
| BOARD PRESIDENT (CSUSB PRESIDENT) | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $520,947 | $127,575 |
| ROBERT J NAVA | |||||||
| EXECUTIVE DIRECTOR (CSUSB VP OF ADVANCEMENT) | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $277,700 | $109,138 |
| PAZ OLIVEREZ | |||||||
| DIRECTOR (CSUSB VP OF STUDENT AFFAIRS) | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $254,720 | $92,758 |
| SAMUEL SUDHAKAR | |||||||
| ASST. SEC AND TREASURER (CSUSB VP OF FINANCE) | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $299,993 | $74,567 |
| DR RAFIK MOHAMED | |||||||
| DIRECTOR (CSUSB VP OF ACADEMIC AFFAIRS) | 1.00 | 40.00 | Yes (X) | $0 | $331,155 | $68,558 | |
| ROBIN PHILLIPS | |||||||
| DIRECTOR (CSUSB VP OF HUMAN RESOURCES) | 1.00 | 40.00 | Yes (X) | $0 | $243,915 | $57,568 | |
| MONICA ALEJANDRE | |||||||
| SECRETARY (CSUSB ASSOCIATE VP OF ADVANCEMENT) | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $180,340 | $55,808 |
| WILLIAM M STEVENSON | |||||||
| CHAIR | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $51,462 | $35,903 |
| DOROTHY CHEN-MAYNARD | |||||||
| DIRECTOR (CSUSB FACULTY REP.) | 1.00 | 40.00 | Yes (X) | $0 | $52,394 | $52,107 | |
| ELLEN G WEISSER | |||||||
| IMMEDIATE PAST CHAIR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| DEBBIE BROWN | |||||||
| DIRECTOR (CSUSB FACULTY REP.) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| GRACE GARNER | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| RODERICK HENDRY | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| COLE R JACKSON | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| NEFERTITI LONG | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| GARY MCBRIDE | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MUSTAFA MILBIS | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| LOUIS G MONVILLE III | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| MANISH PATEL | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| RHEANNA RODRIGUEZ | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KAREN I SUAREZ | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| ELISE K TRAYNUM | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| SHANTHI SRINIVAS | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JERROLD COAKLEY | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| KIANA WEBB | |||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| BECKY SUMBERA | |||||||
| DIRECTOR (CSUSB FACULTY REP.) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| CARSON FAJARDO | |||||||
| DIRECTOR (STUDENT REPRESENTATIVE) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| JULIA RUIZ | |||||||
| DIRECTOR (STUDENT REPRESENTATIVE) | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,212,626 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $673,982 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $37,630 | FundraisingAmt |
| Related Organizations | $24,592 | RelatedOrganizationsAmt |
| All Other Contributions | $5,706,444 | AllOtherContributionsAmt |
| Noncash Contributions | $1,019,714 | NoncashContributionsAmt |
| Total Contributions | $5,768,666 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,182,345 | TotalRevenueColumnAmt |
| Exclusion | $2,182,345 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,488,290 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,737,875 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,750,415 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,750,415 | TotalRevenueColumnAmt |
| Exclusion | $1,750,415 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $8,000 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $37,630 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $51,977 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$43,977 | TotalRevenueColumnAmt |
| Exclusion | -$43,977 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $12,033 | TotalRevenueColumnAmt |
| Exclusion | $12,033 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $12,033 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,669,482 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,900,816 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,012,319 | TotalAmt |
| Program Services | $3,012,319 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,634 | TotalAmt |
| Management And General | $2,634 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,580 | TotalAmt |
| Program Services | $32,580 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $175,704 | TotalAmt |
| Management And General | $175,704 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $332,853 | TotalAmt |
| Program Services | $247,658 | ProgramServicesAmt |
| Management And General | $85,195 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $829,011 | TotalAmt |
| Program Services | $773,045 | ProgramServicesAmt |
| Management And General | $55,966 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $121,113 | TotalAmt |
| Program Services | $120,021 | ProgramServicesAmt |
| Management And General | $1,092 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,501 | TotalAmt |
| Program Services | $30,601 | ProgramServicesAmt |
| Management And General | $9,900 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $817,534 | TotalAmt |
| Program Services | $817,534 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,478 | TotalAmt |
| Program Services | $19,478 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| CONTRACT SERVICES | $659,416 | $508,719 | $150,697 |
| EQUIPMENT AND RENTALS | $454,363 | $452,683 | $1,680 |
| PROFESSIONAL EXPENSES | $69,889 | $64,858 | $5,031 |
| MISCELLANEOUS | $29,276 | $26,487 | $2,789 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,596,671 | TotalAmt |
| Program Services | $6,105,983 | ProgramServicesAmt |
| Management And General | $490,688 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $799,629 | BOYAmt |
| EOY | $1,008,323 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,442,952 | BOYAmt |
| EOY | $14,674,406 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,668,657 | BOYAmt |
| EOY | $3,374,354 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,101 | BOYAmt |
| EOY | $275,867 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,855 | BOYAmt |
| EOY | $133,257 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,172,674 | BOYAmt |
| EOY | $54,918,650 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,029,677 | BOYAmt |
| EOY | $4,045,171 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $152,021 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,317,545 | BOYAmt |
| EOY | $78,582,049 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,144,971 | BOYAmt |
| EOY | $247,976 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $978,816 | BOYAmt |
| EOY | $1,569,794 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $576,445 | BOYAmt |
| EOY | $1,132,581 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,700,232 | BOYAmt |
| EOY | $2,950,351 | 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 | $69,446 | BOYAmt |
| EOY | $71,058 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,547,867 | BOYAmt |
| EOY | $75,560,640 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,617,313 | BOYAmt |
| EOY | $75,631,698 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,317,545 | BOYAmt |
| EOY | $78,582,049 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,072,811 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,944,108 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$2,534 | 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 | 0 | FederalGrantAuditRequiredInd |
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 | $3,370,939 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,639,614 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,638,244 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,965,450 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,768,666 | CurrentTaxYearAmt |
| Total | $26,382,913 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,370,939 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,639,614 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,638,244 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,965,450 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,768,666 | CurrentTaxYearAmt |
| Total | $26,382,913 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,494,852 | SubstantialContributorsTotAmt |
| Public Support Total170 | $24,888,061 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,850,877 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,919,636 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,897,797 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,171,583 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,182,345 | CurrentTaxYearAmt |
| Total | $9,022,238 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $52,527 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,506 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,003 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $12,033 | CurrentTaxYearAmt |
| Total | $86,069 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $35,491,220 | TotalSupportAmt |
| Public Support CY170 | 0.70120 | PublicSupportCY170Pct |
| Public Support PY170 | 0.70180 | 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 | MISCELANEOUS 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $51,226,531 | BeginningYearBalanceAmt |
| Contributions | $5,417,642 | ContributionsAmt |
| Investment Earnings Or Losses | $4,378,198 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,556,808 | GrantsOrScholarshipsAmt |
| End Year Balance | $58,465,563 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $46,844,837 | BeginningYearBalanceAmt |
| Contributions | $1,436,546 | ContributionsAmt |
| Investment Earnings Or Losses | $4,907,769 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,962,621 | GrantsOrScholarshipsAmt |
| End Year Balance | $51,226,531 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $55,847,119 | BeginningYearBalanceAmt |
| Contributions | $635,614 | ContributionsAmt |
| Investment Earnings Or Losses | -$7,837,575 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,800,321 | GrantsOrScholarshipsAmt |
| End Year Balance | $46,844,837 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $45,146,813 | BeginningYearBalanceAmt |
| Contributions | $654,159 | ContributionsAmt |
| Investment Earnings Or Losses | $11,429,405 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,383,258 | GrantsOrScholarshipsAmt |
| End Year Balance | $55,847,119 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,117,664 | BeginningYearBalanceAmt |
| Contributions | $5,342,439 | ContributionsAmt |
| Investment Earnings Or Losses | $106,198 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,255,508 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $163,980 | AdministrativeExpensesAmt |
| End Year Balance | $45,146,813 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 0.78800 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.21200 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REAL ESTATE INVESTMENT FUNDS AND HEDGE FUND | Desc |
| Book Value | $4,045,171 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $4,045,171 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| OTHER LONG-TERM LIABILITIES TO BENEFICIARIES | $499,240 |
| DUE TO RELATED PARTY | $633,341 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,132,581 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $12,487,329 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,944,108 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $49,443 | OtherRevenueAmt |
| Revenue Not Reported | $2,993,551 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,493,778 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $175,704 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $175,704 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,669,482 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $6,472,944 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $51,977 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $51,977 | ExpensesNotReportedAmt |
| Expenses Subtotal | $6,420,967 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $175,704 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $175,704 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $6,596,671 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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: | FUNDRAISING EXPENSE 51,977. DISTRIBUTIONS FROM SPLIT INTEREST AGREEMENTS -2,534. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSE 51,977. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | HOSPITALITY MANAGEMENT GALA | Event1Nm |
| Gross Receipts Event1 | $24,750 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $20,100 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $4,650 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $22,333 | RentFacilityCostsEvent1Amt |
| Entertainment Event1 | $2,850 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $1,351 | OtherDirectExpensesEvent1Amt |
| Event2 | RENAISSANCE SCHOLARS | Event2Nm |
| Gross Receipts Event2 | $20,880 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $17,530 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $3,350 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $20,620 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $4,815 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $45,630 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $37,630 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $8,000 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $22,333 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $20,620 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $2,850 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $6,166 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $51,969 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$43,969 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA STATE UNIVERSITY SAN BERNARDINO | BusinessNameLine1Txt |
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) |
|---|---|---|
| Recipient EIN | 330644150 | RecipientEIN |
| IRC Section | 115(1) | IRCSectionDesc |
| Cash Grant | $3,012,319 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
| Purpose Of Grant | TO PROVIDE ASSISTANCE TO STUDENTS THAT MEET SPECIFIC CRITERIA | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (7 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 | ||||||||||||||
| BOARD PRESIDENT (CSUSB PRESIDENT) | $0 | $446,276 | $0 | $72,000 | $0 | $2,671 | $0 | $105,600 | $0 | $21,975 | $0 | $648,522 | $0 | $0 |
| DR RAFIK MOHAMED | ||||||||||||||
| DIRECTOR (CSUSB VP OF ACADEMIC AFFAI | $0 | $324,385 | $0 | $0 | $0 | $6,770 | $0 | $46,733 | $0 | $21,825 | $0 | $399,713 | $0 | $0 |
| ROBERT J NAVA | ||||||||||||||
| EXECUTIVE DIRECTOR (CSUSB VP OF ADVA | $0 | $264,000 | $0 | $6,000 | $0 | $7,700 | $0 | $87,437 | $0 | $21,701 | $0 | $386,838 | $0 | $0 |
| SAMUEL SUDHAKAR | ||||||||||||||
| ASST. SEC AND TREASURER (CSUSB VP OF | $0 | $293,868 | $0 | $0 | $0 | $6,125 | $0 | $46,733 | $0 | $27,834 | $0 | $374,560 | $0 | $0 |
| PAZ OLIVEREZ | ||||||||||||||
| DIRECTOR (CSUSB VP OF STUDENT AFFAIR | $0 | $247,500 | $0 | $0 | $0 | $7,220 | $0 | $81,975 | $0 | $10,783 | $0 | $347,478 | $0 | $0 |
| ROBIN PHILLIPS | ||||||||||||||
| DIRECTOR (CSUSB VP OF HUMAN RESOURCE | $0 | $237,000 | $0 | $0 | $0 | $6,915 | $0 | $46,733 | $0 | $10,835 | $0 | $301,483 | $0 | $0 |
| MONICA ALEJANDRE | ||||||||||||||
| SECRETARY (CSUSB ASSOCIATE VP OF ADV | $0 | $134,798 | $0 | $0 | $0 | $45,542 | $0 | $27,842 | $0 | $27,966 | $0 | $236,148 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $155,122 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | IN-KIND DONATIONS | Desc |
| Contribution | 21 | ContributionCnt |
| Noncash Contributions Rpt F990 | $864,592 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, COLUMN (B): | THE NUMBER ABOVE REPRESENT THE NUMBER OF CONTRIBUTIONS. |
| PART I, LINE 32B: | WE USE A CUSTODIAN TO SELL STOCK THROUGH BEACON POINTE. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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: ADVOCACY & COMMUNITY RELATIONS COMMITTEE PURPOSE: PROVIDES GUIDANCE AND SUPPORT FOR CSU AND CSUSB ADVOCACY EFFORTS AT THE LOCAL, STATE, AND NATIONAL LEVELS. AUTHORITY: ADVISES THE UNIVERSITY ON BUILDING RELATIONSHIPS WITH LEGISLATORS, FRAMING KEY ISSUES, AND FACILITATING INTRODUCTIONS TO INFLUENTIAL INDIVIDUALS. MAKES RECOMMENDATIONS TO THE EXECUTIVE COMMITTEE ON LEGISLATIVE ISSUES. COMPOSITION: NO LESS THAN SEVEN (7) MEMBERS; QUORUM IS AT LEAST 50% OF THE COMMITTEE; DECISIONS REQUIRE APPROVAL FROM A MINIMUM OF FOUR (4) MEMBERS. 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. BOARD MEMBERSHIP COMMITTEE PURPOSE: DEVELOPS A PLAN FOR BOARD COMPOSITION AND RECRUITS AND RECOMMENDS CANDIDATES FOR ELECTION TO THE EXECUTIVE COMMITTEE. AUTHORITY: RECOMMENDS BOARD MEMBERSHIP STRATEGIES, POLICIES, AND PRACTICES, AND ASSESSES THE PERFORMANCE OF DIRECTORS. COMPOSITION: NO LESS THAN THREE (3) MEMBERS; QUORUM IS TWO (2) MEMBERS. 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. 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. CONCLUSION: INVESTMENT & FINANCE COMMITTEE. 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. THE COMMITTEE SHALL BE COMPRISED OF NO LESS THAN SEVEN (7) COMMITTEE MEMBERS. A QUORUM SHALL CONSIST OF FOUR (4) COMMITTEE MEMBERS. DECISIONS SHALL REQUIRE APPROVAL OF A MINIMUM OF FOUR (4) MEMBERS OF THE COMMITTEE. |
| 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. |
| 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 -2,534. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT 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 |
|---|---|---|---|---|---|---|---|---|---|
| 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 |
| 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 | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (10 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| CALIFORNIA STATE UNIVERSITY SAN BERNARDINO | ||
| O | $528,754 | BOOK |
| CALIFORNIA STATE UNIVERSITY SAN BERNARDINO | ||
| P | $3,265,574 | BOOK |
| CALIFORNIA STATE UNIVERSITY SAN BERNARDINO | ||
| N | $9,518,384 | BOOK |
| ASSOCIATED STUDENTS CALIFORNIA STATE UNIVERSITY SAN BERNARDINO | ||
| P | $1,467 | BOOK |
| ASSOCIATED STUDENTS CALIFORNIA STATE UNIVERSITY SAN BERNARDINO | ||
| N | $99,845 | BOOK |
| SANTOS MANUEL STUDENT UNION OF CA STATE | ||
| O | $5,164 | BOOK |
| SANTOS MANUEL STUDENT UNION OF CA STATE | ||
| P | $29,026 | BOOK |
| UNIVERSITY ENTERPRISES CORPORATION AT CSUSB | ||
| O | $676,384 | BOOK |
| UNIVERSITY ENTERPRISES CORPORATION AT CSUSB | ||
| P | $67,859 | BOOK |
| UNIVERSITY ENTERPRISES CORPORATION AT CSUSB | ||
| N | $144,466 | BOOK |
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