2025-05-15T10:15:50-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 2210 EAST ROUTE 66 GLENDORA CA 91740 990 2023-07-01 452255077 CSUSB PHILANTHROPIC FOUNDATION CSUS 9095375918 5500 UNIVERSITY PARKWAY SAN BERNADINO CA 92407 ROBERT J NAVA EXECUTIVE DIRECTOR 9095375918 2025-05-14 1 1 CASIE ZWAHLEN CPA P02291311 6268577300 2025-05-14 2023 2025-03-06 01:10:19Z ROBERT J NAVA 5500 UNIVERSITY PARKWAY SAN BERNADINO CA 92407 12459334 0 X CSUSB.EDU/PHILANTHROPIC-FOUNDATION X 2011 CA PROMOTE THE RAISING OF FUNDS TO SUPPORT THE CALIFORNIA STATE UNIVERSITY, SAN BERNARDINO 28 28 0 32 0 0 3965450 5768666 0 0 948537 3932760 0 -31944 4913987 9669482 1673505 3012319 0 0 0 0 0 0 0 3426140 3584352 5099645 6596671 -185658 3072811 72317545 78582049 2700232 2950351 69617313 75631698 TO PROMOTE FUNDRAISING, ENCOURAGE DONATIONS FROM OUTSIDE PARTIES IN ORDER TO SUPPORT VARIOUS PROGRAMS AT CALIFORNIA STATE UNIVERSITY, SAN BERNARDINO. 0 0 3012319 3012319 0 SCHOLARSHIPS - COORDINATE SCHOLARSHIP DONATIONS WITH THE STUDENT AWARDED SCHOLARSHIPS. 3093664 0 0 OTHER ACTIVITIES - DESIGNATED GIFT ADMINISTRATION. 6105983 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 48 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 28 28 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X X MONICA ALEJANDRE 9095375918 5500 UNIVERSITY PARKWAY SAN BERNADINO CA 92407 TOMAS D MORALES BOARD PRESIDENT (CSUSB PRESIDENT) 1.00 40.00 X X 0 520947 127575 ROBERT J NAVA EXECUTIVE DIRECTOR (CSUSB VP OF ADVANCEMENT) 1.00 40.00 X X 0 277700 109138 PAZ OLIVEREZ DIRECTOR (CSUSB VP OF STUDENT AFFAIRS) 1.00 40.00 X X 0 254720 92758 SAMUEL SUDHAKAR ASST. SEC AND TREASURER (CSUSB VP OF FINANCE) 1.00 40.00 X X 0 299993 74567 DR RAFIK MOHAMED DIRECTOR (CSUSB VP OF ACADEMIC AFFAIRS) 1.00 40.00 X 0 331155 68558 ROBIN PHILLIPS DIRECTOR (CSUSB VP OF HUMAN RESOURCES) 1.00 40.00 X 0 243915 57568 MONICA ALEJANDRE SECRETARY (CSUSB ASSOCIATE VP OF ADVANCEMENT) 1.00 40.00 X X 0 180340 55808 WILLIAM M STEVENSON CHAIR 1.00 40.00 X X 0 51462 35903 DOROTHY CHEN-MAYNARD DIRECTOR (CSUSB FACULTY REP.) 1.00 40.00 X 0 52394 52107 ELLEN G WEISSER IMMEDIATE PAST CHAIR 1.00 0.00 X 0 0 0 DEBBIE BROWN DIRECTOR (CSUSB FACULTY REP.) 1.00 0.00 X 0 0 0 GRACE GARNER DIRECTOR 1.00 0.00 X 0 0 0 RODERICK HENDRY DIRECTOR 1.00 0.00 X 0 0 0 COLE R JACKSON DIRECTOR 1.00 0.00 X 0 0 0 NEFERTITI LONG DIRECTOR 1.00 0.00 X 0 0 0 GARY MCBRIDE DIRECTOR 1.00 0.00 X 0 0 0 MUSTAFA MILBIS DIRECTOR 1.00 0.00 X 0 0 0 LOUIS G MONVILLE III DIRECTOR 1.00 0.00 X 0 0 0 MANISH PATEL DIRECTOR 1.00 0.00 X 0 0 0 RHEANNA RODRIGUEZ DIRECTOR 1.00 0.00 X 0 0 0 KAREN I SUAREZ DIRECTOR 1.00 0.00 X 0 0 0 ELISE K TRAYNUM DIRECTOR 1.00 0.00 X 0 0 0 SHANTHI SRINIVAS DIRECTOR 1.00 0.00 X 0 0 0 JERROLD COAKLEY DIRECTOR 1.00 0.00 X 0 0 0 KIANA WEBB DIRECTOR 1.00 0.00 X 0 0 0 BECKY SUMBERA DIRECTOR (CSUSB FACULTY REP.) 1.00 0.00 X 0 0 0 CARSON FAJARDO DIRECTOR (STUDENT REPRESENTATIVE) 1.00 0.00 X 0 0 0 JULIA RUIZ DIRECTOR (STUDENT REPRESENTATIVE) 1.00 0.00 X 0 0 0 0 2212626 673982 0 0 1 0 0 37630 24592 5706444 1019714 5768666 2182345 2182345 4488290 2737875 1750415 1750415 1750415 8000 37630 51977 -43977 -43977 OTHER 900099 12033 12033 12033 9669482 0 0 3900816 3012319 3012319 2634 2634 32580 32580 175704 175704 332853 247658 85195 829011 773045 55966 121113 120021 1092 40501 30601 9900 817534 817534 19478 19478 CONTRACT SERVICES 659416 508719 150697 EQUIPMENT AND RENTALS 454363 452683 1680 PROFESSIONAL EXPENSES 69889 64858 5031 MISCELLANEOUS 29276 26487 2789 6596671 6105983 490688 0 799629 1008323 15442952 14674406 3668657 3374354 163101 275867 40855 133257 51172674 54918650 1029677 4045171 0 152021 72317545 78582049 1144971 247976 978816 1569794 576445 1132581 2700232 2950351 X 69446 71058 69547867 75560640 69617313 75631698 72317545 78582049 X 3072811 2944108 -2534 X X 0 1 X 1 0 X 3370939 3639614 9638244 3965450 5768666 26382913 3370939 3639614 9638244 3965450 5768666 26382913 1494852 24888061 1850877 1919636 1897797 1171583 2182345 9022238 52527 16506 5003 12033 86069 35491220 0.70120 0.70180 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELANEOUS INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 51226531 5417642 4378198 2556808 58465563 46844837 1436546 4907769 1962621 51226531 55847119 635614 -7837575 1800321 46844837 45146813 654159 11429405 1383258 55847119 41117664 5342439 106198 1255508 163980 45146813 0.78800 0.21200 0 0 0 REAL ESTATE INVESTMENT FUNDS AND HEDGE FUND 4045171 F 4045171 OTHER LONG-TERM LIABILITIES TO BENEFICIARIES 499240 DUE TO RELATED PARTY 633341 1132581 X 12487329 2944108 49443 2993551 9493778 175704 175704 9669482 6472944 51977 51977 6420967 175704 175704 6596671 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. HOSPITALITY MANAGEMENT GALA 24750 20100 4650 22333 2850 1351 RENAISSANCE SCHOLARS 20880 17530 3350 20620 4815 45630 37630 8000 22333 20620 2850 6166 51969 -43969 1 CALIFORNIA STATE UNIVERSITY SAN BERNARDINO 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 330644150 115(1) 3012319 0 N/A N/A TO PROVIDE ASSISTANCE TO STUDENTS THAT MEET SPECIFIC CRITERIA 0 PART I, LINE 2: CALIFORNIA STATE UNIVERSITY, SAN BERNARDINO ENSURES THAT ALL THE SCHOLARSHIP AND GRANT RECIPIENTS MEET THE ELIGIBILITY REQUIREMENTS. IT IS THE UNIVERSITY'S RESPONSIBILITY TO MAINTAIN RECORDS TO SUBSTANTIATE THE AMOUNT OF GRANTS OR ASSISTANCE AND THE SELECTION CRITERIA USED TO AWARD THEM. 0 0 0 0 0 0 0 0 0 TOMAS D MORALES BOARD PRESIDENT (CSUSB PRESIDENT) 0 446276 0 72000 0 2671 0 105600 0 21975 0 648522 0 0 DR RAFIK MOHAMED DIRECTOR (CSUSB VP OF ACADEMIC AFFAI 0 324385 0 0 0 6770 0 46733 0 21825 0 399713 0 0 ROBERT J NAVA EXECUTIVE DIRECTOR (CSUSB VP OF ADVA 0 264000 0 6000 0 7700 0 87437 0 21701 0 386838 0 0 SAMUEL SUDHAKAR ASST. SEC AND TREASURER (CSUSB VP OF 0 293868 0 0 0 6125 0 46733 0 27834 0 374560 0 0 PAZ OLIVEREZ DIRECTOR (CSUSB VP OF STUDENT AFFAIR 0 247500 0 0 0 7220 0 81975 0 10783 0 347478 0 0 ROBIN PHILLIPS DIRECTOR (CSUSB VP OF HUMAN RESOURCE 0 237000 0 0 0 6915 0 46733 0 10835 0 301483 0 0 MONICA ALEJANDRE SECRETARY (CSUSB ASSOCIATE VP OF ADV 0 134798 0 0 0 45542 0 27842 0 27966 0 236148 0 0 X 4 155122 FMV X IN-KIND DONATIONS 21 864592 FMV 0 1 1 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. 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. 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 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 CALIFORNIA STATE UNIVERSITY SAN BERNARDINO O 528754 BOOK CALIFORNIA STATE UNIVERSITY SAN BERNARDINO P 3265574 BOOK CALIFORNIA STATE UNIVERSITY SAN BERNARDINO N 9518384 BOOK ASSOCIATED STUDENTS CALIFORNIA STATE UNIVERSITY SAN BERNARDINO P 1467 BOOK ASSOCIATED STUDENTS CALIFORNIA STATE UNIVERSITY SAN BERNARDINO N 99845 BOOK SANTOS MANUEL STUDENT UNION OF CA STATE O 5164 BOOK SANTOS MANUEL STUDENT UNION OF CA STATE P 29026 BOOK UNIVERSITY ENTERPRISES CORPORATION AT CSUSB O 676384 BOOK UNIVERSITY ENTERPRISES CORPORATION AT CSUSB P 67859 BOOK UNIVERSITY ENTERPRISES CORPORATION AT CSUSB N 144466 BOOK