2022-05-14T01:32:02-05:00 2021-06-30 410746749 CLIFTONLARSONALLEN LLP 301 NORTH LAKE AVENUE SUITE 900 PASADENA CA 91101 990 2020-07-01 452255077 CSUSB PHILANTHROPIC FOUNDATION CSUS 9095375918 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 ROBERT J NAVA EXECUTIVE DIRECTOR 9095375918 2022-05-13 1 ROBERT NAVA 999009999 DAVID ROBYDEK P02127582 6267933600 2022-05-13 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z ROBERT J NAVA 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 13644284 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. 44 44 0 0 0 0 3370939 3639614 0 0 864897 5091365 52527 16506 4288363 8747485 1704341 1858933 0 0 0 0 0 0 0 4905552 2780010 6609893 4638943 -2321530 4108542 60268333 70079605 2864327 1427206 57404006 68652399 TO PROMOTE FUNDRAISING, ENCOURAGE DONATIONS FROM OUTSIDE PARTIES IN ORDER TO SUPPORT VARIOUS PROGRAMS AT CALIFORNIA STATE UNIVERSITY, SAN BERNARDINO. 0 0 1858933 1858933 SCHOLARSHIPS - COORDINATE SCHOLARSHIP DONATIONS WITH THE STUDENT AWARDED SCHOLARSHIPS. STUDENT AWARDS WERE 1,861. 2391404 OTHER ACTIVITIES - DESIGNATED GIFT ADMINISTRATION. 4250337 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 0 0 0 0 1 0 1 0 1 47 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 44 44 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X X MARIA BADULIS 9095373922 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 ALFREDO BARCENAS STAFF COUNCIL REPRESENTATIVE 1.00 X 0 0 0 BARBARA MCGEE CITY CLERK, CITY OF RIALTO 1.00 X 0 0 0 BOB BURLINGAME CEO AND CHAIRMAN OF THE BOARD, BURLINGAME INDUSTRI 1.00 X 0 0 0 BRUCE D VARNER PARTNER, VARNER & BRANDT, LLP 1.00 X 0 0 0 COLE R JACKSON CPA, REISS JACKSON & COMPANY 1.00 X 0 0 0 DEBBIE BROWN COMMUNITY PHILANTHROPIST 1.00 X 0 0 0 DONALD F AVERILL PRESIDENT, SOUTHERN CALIFORNIA SERVICES PPL INC 1.00 X 0 0 0 DOROTHY CHEN-MAYNARD FACULTY REPRESENTATIVE 1.00 X 118125 0 28986 DOUGLAS R FREER TREASURER & CO-SECRETARY, CSUSB PHILANTHROPIC FOUN 1.00 X 219333 0 34209 EDWARD C TEYBER RETIRED PROFESSOR, PSYCHOLOGY, CALIFORNIA STATE UN 1.00 X 0 0 0 ELLEN G WEISSER CHAIRPERSON, CSUSB PHILANTHROPIC FOUNDATION 1.00 X 0 0 0 ERNEST H SIVA TRIBAL HISTORIAN AND CULTURAL ADVISOR, MORONGO BAN 1.00 X 0 0 0 GARY MCBRIDE CHIEF EXECUTIVE OFFICER, COUNTY OF SAN BERNARDINO 1.00 X 0 0 0 GRACIELA MORAN STUDENT REPRESENTATIVE 1.00 X 8313 0 0 HAAKON BROWN FACULTY REPRESENTATIVE 1.00 X 151140 0 7677 JAMES C RAMOS SUPERVISOR, THIRD DISTRICT, COUNTY OF SAN BERNARDI 1.00 X 0 0 0 JESSICA MADRIGAL STAFF COUNCIL REPRESENTATIVE 1.00 X 0 0 0 JUSTIN S SWANT VICE PRESIDENT OF CLIENT MANAGEMENT, AETNA 1.00 X 0 0 0 KAREN I SUAREZ COMMUNITY RELATIONS CONSULTANT, WELLS FARGO BANK, 1.00 X 0 0 0 LOIS J CARSON RETIRED EXECUTIVE DIRECTOR, COMMUNITY ACTIONS PART 1.00 X 0 0 0 LOUIS G MONVILLE III SENIOR VICE PRESIDENT, RAINCROSS HOSPITALITY CORPO 1.00 X 0 0 0 MARK A KAENAL FIRST VICE PRESIDENT, PORTFOLIO MANAGER, ALTA PACI 1.00 X 0 0 0 MARK C EDWARDS VICE CHAIRPERSON, CSUSB PHILANTHROPIC FOUNDATION 1.00 X 0 0 0 MONICA ALEJANDRE ASSCOIATE VICE PRESIDENT (EX-OFFICIO), ADVANCEMENT 1.00 X 123366 0 5942 MONIDEEPA BECERRA FACULTY REPRESENTATIVE 1.00 X 120790 0 7725 MUSTAFA MILBIS COMMUNITY PHILANTHROPIST 1.00 X 0 0 0 NEALE A PERKINS CHAIRMAN, SAFARILAND, LTD, INC. 1.00 X 0 0 0 NEFERITIT LONG CHIEF OPERATING OFFICE, ALTA LOMA ENTERPRISES 1.00 X 0 0 0 NICHOLAS J COUSSOULIS PRESIDENT & CHAIRMAN OF THE BOARD, COUSSOULIS DEVE 1.00 X 0 0 0 PAOLA GALVEZ STUDENT REPRESENTATIVE 1.00 X 11837 0 0 PAUL C GRANILLO PRESIDENT AND CEO, INLAND EMPIRE ECONOMIC PARTNERS 1.00 X 0 0 0 PAUL M SHIMOFF ESQ PARTNER, SHIMOFF LAW CORPORATION 1.00 X 0 0 0 PAULCHRIS OKPALA FACULTY REPRESENTATIVE 1.00 X 113196 0 7834 PAZ OLIVEREZ VICE PRESIDENT, STUDENT AFFAIRS(EX-OFFICIO), CALI 1.00 X 205596 0 18058 PHILIP M SAVAGE IV ESQ PARTNER, GRESHAM, SAVAGE, NOLAN & TILDEN, LLP 1.00 X 0 0 0 ROBERT J NAVA EXECUTIVE DIRECTOR, CSUSB PHILANTHROPIC FOUNDATION 1.00 X 207112 0 39388 RODERICK HENDRY VICE PRESIDENT, MORGAN STANLEY 1.00 X 0 0 0 SAMUEL SUDHAKAR VICE PRESIDENT, INFORMATION TECHNOLOGY(EX-OFFICIO 1.00 X 210349 0 23945 SHARI MCMAHAN PROVOST & VP, ACADEMIC AFFAIRS(EX-OFFICIO), CALIF 1.00 X 250122 0 17520 STEVE PONTELL PRESIDENT, LAJOLLA INSTITUTE 1.00 X 0 0 0 TOMAS D MORALES PRESIDENT, CSUSB PHILANTHROPIC FOUNDATION 1.00 X 431281 0 15496 W BENSON HARER JR RETIRED PHYSICIAN 1.00 X 0 0 0 WILFRID LEMANN ESQ PARTNER, LEMANN, SHAEFER AND DOMINICK 1.00 X 0 0 0 WILLIAM M STEVENSON SECRETARY, CSUSB PHILANTHROPIC FOUNDATION 1.00 X 35767 0 0 YOLANDA T MOSES SPECIAL ASST. TO THE CHANCELLOR FOR EXCELLENCE & D 1.00 X 0 0 0 2206327 0 206780 11 0 1 0 0 144625 3494989 1105637 3639614 1919636 1919636 8068528 4896799 3171729 3171729 3171729 OTHER 900099 16506 16506 16506 8747485 16506 0 5091365 1858933 1858933 1297 1297 17500 17500 191478 191478 34508 16516 17992 489507 476264 13243 3151 3151 58439 26343 32096 435188 435188 80625 80625 16307 15304 1003 CONTRACT SERVICES 883961 770386 113575 MISCELANEOUS 381271 372609 8662 PROFESSIONAL EXPENSES 185337 176097 9240 RENTAL OF EQUIPMENT AND 1441 1421 20 4638943 4250337 388606 0 1003444 466345 11220201 11429667 813346 645004 501750 387588 0 264951 45298933 55595530 1165708 1555471 60268333 70079605 1507771 318727 547268 235827 809288 872652 2864327 1427206 X 1383195 1215451 56020811 67436948 57404006 68652399 60268333 70079605 X 4108542 7222639 -82788 X X 0 1 X 1 0 X 10925226 4585441 6769967 3370939 3639614 29291187 10925226 4585441 6769967 3370939 3639614 29291187 29291187 935978 1763015 2634395 1850877 1919636 9103901 1852 1759 40979 52527 16506 113623 38508711 0.76060 0.82690 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELANEOUS INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 45146813 654159 11429405 1383258 55847119 41117664 5342439 106198 1255508 163980 45146813 39641520 1321365 1682111 1413127 114205 41117664 37709881 2339650 1429353 611848 1225516 39641520 32804641 5178085 826584 794455 304974 37709881 0.00000 0.72280 0.27720 0 0 0 OTHER LONG-TERM LIABILITIES TO BENEFICIARIES 872652 872652 X 15695858 7222639 -82788 7139851 8556007 191478 191478 8747485 4447465 0 4447465 191478 191478 4638943 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 -82,788. 1 CALIFORNIA STATE UNIVERSITY SAN BERNARDINO 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 330644150 115(1) 1858933 TO PROVIDE ASSISTANCE TO STUDENTS THAT MEET SPECIFIC CRITERIA 1 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, CSUSB PHILANTHROPIC FOUND 431281 0 0 0 0 0 0 0 15496 0 446777 0 0 0 SHARI MCMAHAN PROVOST & VP, ACADEMIC AFFAIRS(EX-OF 250122 0 0 0 0 0 0 0 17520 0 267642 0 0 0 DOUGLAS R FREER TREASURER & CO-SECRETARY, CSUSB PHIL 219333 0 0 0 0 0 19450 0 14759 0 253542 0 0 0 ROBERT J NAVA EXECUTIVE DIRECTOR, CSUSB PHILANTHRO 207112 0 0 0 0 0 26000 0 13388 0 246500 0 0 0 SAMUEL SUDHAKAR VICE PRESIDENT, INFORMATION TECHNOLO 210349 0 0 0 0 0 12000 0 11945 0 234294 0 0 0 PAZ OLIVEREZ VICE PRESIDENT, STUDENT AFFAIRS(EX-O 205596 0 0 0 0 0 4800 0 13258 0 223654 0 0 0 HAAKON BROWN FACULTY REPRESENTATIVE 151140 0 0 0 0 0 0 0 7677 0 158817 0 0 0 X 212373 FMV X 5 833000 FMV X EQUIPMENT 5 40141 FMV X MISCELLANEOUS 11 20122 FMV 5 0 1 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 -82,788. 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 1628 UNIVERSITY ENTERPRISES CORPORATION AT CSUSB Q 154789 ASSOCIATED STUDENTS CALIFORNIA STATE UNIVERSITY SAN BERNARDINO Q 203000 CALIFORNIA STATE UNIVERSITY SAN BERNARDINO B 466704 UNIVERSITY ENTERPRISES CORPORATION AT CSUSB P 739966 CALIFORNIA STATE UNIVERSITY SAN BERNARDINO Q 2114615 CALIFORNIA STATE UNIVERSITY SAN BERNARDINO P 4874269