2022-05-14T15:14:16-05:00 2021-06-30 953001179 WINDES INC PO BOX 87 LONG BEACH CA 908010087 990 2020-07-01 237213404 CALIFORNIA MARITIME ACADEMY FOUNDATION INC CALI 7076541085 200 MARITIME ACADEMY DRIVE VALLEJO CA 94590 RICHARD ORTEGA VICE PRESIDENT ADVANCEMENT 7076541085 2022-05-11 1 RICHARD ORTEGA 999009999 DONITA M JOSEPH P00286656 5624351191 2022-05-11 0 AAL1 IAL1 2020 2022-09-23 18:48:47Z RICHARD ORTEGA 200 MARITIME ACADEMY DRIVE VALLEJO CA 94590 13373597 0 X WWW.CSUM.EDU X 1972 CA WORKING WITH THE FACULTY, ALUMNI, PARENTS, DONORS, AND STUDENTS, SEEKING TO BROADEN CAL MARITIME'S COMMUNITY TO INCLUDE ALL WHO HOLD A STAKE IN ITS PAST, PRESENT, AND FUTURE. RESPONSIBILITIES INCLUDE FUNDRAISING, DONOR RELATIONS, ALUMNI AFFAIRS, PUBLIC RELATIONS, AND FUNDRAISING DATABASE MANAGEMENT. 28 20 0 22 79410 0 5693127 11984566 1010171 352501 14237 98180 244516 0 6962051 12435247 438781 518534 0 0 0 0 0 0 177655 3375070 2146470 3813851 2665004 3148200 9770243 17506406 29322508 280758 1015062 17225648 28307446 X WORKING WITH THE FACULTY, ALUMNI, PARENTS, DONORS, AND STUDENTS, SEEKING TO BROADEN CAL MARITIME'S COMMUNITY TO INCLUDE ALL WHO HOLD A STAKE IN ITS PAST, PRESENT, AND FUTURE. RESPONSIBILITIES INCLUDE FUNDRAISING, DONOR RELATIONS, ALUMNI AFFAIRS, PUBLIC RELATIONS, AND FUNDRAISING DATABASE MANAGEMENT. 0 0 1586342 273091 ACTIVITIES RELATING TO RAISING MONEY FOR SCHOLARSHIPS, SUPPORTING THE ACADEMIC AND STUDENT PROGRAMS, AND BUILDING THE ENDOWMENT. 518534 518534 SCHOLARSHIPS - SCHOLARSHIP DONATIONS ARE AWARDED TO STUDENTS TO OFFSET THE COST OF ATTENDING THE ACADEMY. 2104876 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 1 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 1 1 0 0 0 0 1 1 1 2 0 0 1 0 0 0 X 28 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X X CA MARITIME ACADEMY FOUNDATION INC 7076541085 200 MARITIME ACADEMY DRIVE VALLEJO CA 94590 THOMAS A CROPPER PRESIDENT. CSU MA 4.00 0.00 X X 0 303324 0 FRANZ LOZANO VP & CFO,CSU MA 4.00 0.00 X X 0 197868 0 ROBERT ARP EX.DIR/VP CSU MA 40.00 0.00 X X 0 194100 0 SAM PECOTA MEMBER 4.00 0.00 X 0 175104 0 ASSIS MALAQUIAS MEMBER 4.00 0.00 X 0 127392 0 RABI JOSEPH MEMBER 4.00 0.00 X 0 126996 0 LORI SCHROEDER MEMBER 4.00 0.00 X 0 95835 0 KATHLEEN MCMAHON MEMBER 4.00 0.00 X 0 88521 0 JOHN BETZ CHAIRMAN 4.00 0.00 X X 0 0 0 TIMOTHY COOMBS SECRETARY 4.00 0.00 X X 0 0 0 KAREN SMITH TREASURER 4.00 0.00 X X 0 0 0 CAMERON CLARK MEMBER 4.00 0.00 X 0 0 0 MICHAEL CARTHEW MEMBER 4.00 0.00 X 0 0 0 DAVID FRANKEL MEMBER 4.00 0.00 X 0 0 0 ADAM MOILANEN MEMBER 4.00 0.00 X 0 0 0 TODD ROBERTS MEMBER 4.00 0.00 X 0 0 0 BETH KIRKPATRICK MEMBER 4.00 0.00 X 0 0 0 DOUGLAS E HOLM MEMBER 4.00 0.00 X 0 0 0 GLADYS BROWN MEMBER 4.00 0.00 X 0 0 0 FRANCES L KEELER MEMBER 4.00 0.00 X 0 0 0 KIM ESTES MEMBER 4.00 0.00 X 0 0 0 CHRIS PETERSON MEMBER 4.00 0.00 X 0 0 0 CONNOR CRUTCHFIELD MEMBER 4.00 0.00 X 0 0 0 LACHLAN DAVIS MEMBER 4.00 0.00 X 0 0 0 BILL ANDREW MEMBER 4.00 0.00 X 0 0 0 LYNN KORWATCH MEMBER 4.00 0.00 X 0 0 0 ERIN PIERSON MEMBER 4.00 0.00 X 0 0 0 MICHAEL RODGERS MEMBER 4.00 0.00 X 0 0 0 STANLEY HEBERT MEMBER THRU 06/2020 4.00 0.00 X 0 122195 0 CYNTHIA TREVISAN MEMBER THRU 06/2020 4.00 0.00 X 0 126900 0 SUE OPP MEMBER THRU 04/2020 4.00 0.00 X 0 63014 0 0 1621249 0 0 1 1 0 0 149327 752559 11082680 10166522 11984566 PROGRAM INCOME 900099 352501 273091 79410 352501 268385 268385 701874 35000 248581 658498 453293 -623498 -170205 -170205 31271 149327 31271 0 12435247 273091 79410 98180 518534 518534 69084 69084 19398 19398 OPERATING EXPENSES 2057988 1566944 313389 177655 2665004 2104876 382473 177655 3255251 3441633 586322 156800 159535 8748 56705 1939823 19398 2825312 1920425 11260295 12668658 0 10489230 17506406 29322508 4135 63096 19092 276623 932874 280758 1015062 X 4706988 14361331 12518660 13946115 17225648 28307446 17506406 29322508 9770243 1589340 -277785 0 X 0 1 X 1 0 X 2068461 2911296 2275134 5844017 11984566 25083474 2068461 2911296 2275134 5844017 11984566 25083474 11665692 13417782 192642 200745 273331 313139 268385 1248242 26331716 1994192 0.50960 0.94140 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10726358 1063122 2133889 408435 13514934 9284095 2367693 -374508 169686 71575 252611 10783408 8710747 309562 320969 137148 -200595 120630 9284095 8152623 319680 257857 59500 -46427 6340 8710747 7113901 283544 628080 34725 -162924 1101 8152623 0.06000 0.94000 0 0 775929 775929 1163894 19398 1144496 1920425 LEASE RECEIVABLES 1589230 ASSETS HELD FOR SALE 8900000 10489230 REFUNDABLE BOAT DEPOSITS 881970 ANNUITY PAYABLE 16864 DEFERRED INFLOW OF RESOURCES 34040 932874 X 13986774 1589340 31271 1620611 12366163 69084 69084 12435247 2627191 31271 31271 2595920 69084 69084 2665004 PART X, LINE 2: FIN 48: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE FOUNDATION IS ALSO EXEMPT FROM CALIFORNIA FRANCHISE TAXES UNDER SECTION 23701(D) OF THE REVENUE AND TAXATION CODE (THE CODE) AND, THEREFORE, HAS MADE NO PROVISION FOR FEDERAL OR CALIFORNIA INCOME TAXES. CONTRIBUTORS, DONORS AND GRANTORS MAY OBTAIN TAX BENEFITS. IN ADDITION, THE FOUNDATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE CODE. THE FOUNDATION IS SUBJECT TO UNRELATED BUSINESS INCOME TAXES ON CHARTER LEASE REVENUE RECEIVED THROUGH THE BOAT DONATION PROGRAM. INCOME TAX BENEFITS ARE RECOGNIZED FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, ONLY WHEN IT IS DETERMINED THAT THE INCOME TAX POSITION WILL MORE-LIKELY-THANNOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE FOUNDATION HAS ANALYZED TAX POSITIONS TAKEN FOR FILING WITH THE INTERNAL REVENUE SERVICE AND ALL STATE JURISDICTIONS WHERE IT OPERATES. THE FOUNDATION BELIEVES THAT INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON THE FOUNDATIONS FINANCIAL CONDITION, RESULTS OF OPERATIONS OR CASH FLOWS. ACCORDINGLY, THE FOUNDATION HAS NOT RECORDED ANY RESERVES, OR RELATED ACCRUALS FOR INTEREST AND PENALTIES FOR UNCERTAIN INCOME TAX POSITIONS AT JUNE 30, 2021. THE FOUNDATION IS SUBJECT POTENTIAL INCOME TAX AUDITS ON OPEN TAX YEARS BY ANY TAXING JURISDICTION IN WHICH IT OPERATES. THE STATUTE OF LIMITATIONS FOR FEDERAL PURPOSES IS THREE YEARS AND FOR CALIFORNIA PURPOSES IS FOUR YEARS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSE 31,271. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSE 31,271. FORM 990, SCHEDULE D, PART V, LINE 1A: ENDOWMENT FUNDS: ENDOWMENT BEGINNING BALANCE FOR THE YEAR ENDED JUNE 30, 2021 INCLUDES A PRIOR PERIOD ADJUSTMENT OF ($57,070). GALA 180598 149327 31271 31271 180598 149327 31271 31271 31271 0 0 SCHOLARSHIPS 162 518534 FINANCIAL AID AWARDS PART I, LINE 2: THE ORGANIZATION'S GRANT FUNDS SHALL BE ADMINISTERED BY THE BOARD OF DIRECTORS FOR THE BENEFIT OF THE CALIFORNIA STATE UNIVERSITY MARITIME ACADEMY. ANY UNRESTRICTED (UNDESIGNATED) FUNDS SHALL BE ADMINISTERED AT THE DIRECTION OF THE EXECUTIVE DIRECTOR OF THE FOUNDATION. ANY RESTRICTED (DESIGNATED) FUNDS SHALL BE USED FOR THE SPECIFIC PURPOSE(S) INTENDED AND NO OTHER(S). 0 0 0 0 0 0 0 0 0 THOMAS A CROPPER PRESIDENT. CSU MA 0 303324 0 0 0 0 0 0 0 0 0 303324 0 0 FRANZ LOZANO VP & CFO,CSU MA 0 197868 0 0 0 0 0 0 0 0 0 197868 0 0 ROBERT ARP EX.DIR/VP CSU MA 0 194100 0 0 0 0 0 0 0 0 0 194100 0 0 SAM PECOTA MEMBER 0 175104 0 0 0 0 0 0 0 0 0 175104 0 0 CYNTHIA TREVISAN MEMBER THRU 06/2020 0 126900 0 0 0 0 0 0 0 0 0 126900 0 0 STANLEY HEBERT MEMBER THRU 06/2020 0 122195 0 0 0 0 0 0 0 0 0 122195 0 0 SUE OPP MEMBER THRU 04/2020 0 63014 0 0 0 0 0 0 0 0 0 63014 0 0 TODD ROBERTS MEMBER 11999 VESSEL REPAIR SERVICES 0 DOUGLAS E HOLM MEMBER 102101 VESSEL INSURANCE 0 X 5 9420000 FMV X EQUIPMENT 5 724422 FMV X GALA AUCTION 54 20287 FMV X SUPPLIES 5 1813 FMV 4 1 1 1 PART I, LINE 30B: BOAT DONATIONS ARE HELD FOR 3 YEARS BEFORE BEING SOLD. PART I, LINE 32B: BOAT BROKERS USED TO ACQUIRE VESSEL DONATIONS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO THE GOVERNING BODY PRIOR TO BEING FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EVERY YEAR DURING THE CMA FOUNDATION'S ANNUAL MEETING, ALL MEMBERS OF THE BOARD OF DIRECTORS DECLARE IF THEY ARE OR NOT INVOLVED IN ANY CONFLICT OF INTEREST RELATIONSHIPS AS DEFINED IN CALIFORNIA EDUCATION CODE SEC. 89906 TO SEC 89909. FORM 990, PART VI, SECTION B, LINE 15 ALL PAID PERSONS INVOLVED WITH THE CALIFORNIA MARITIME ACADEMY FOUNDATION, INC. ARE EMPLOYED BY THE STATE OF CALIFORNIA AND ARE HIRED USING THE STATE'S HIRING CRITERIA. FORM 990, PART VI, SECTION C, LINE 19 ADDITIONAL INFORMATION REGARDING THE ORGANIZATION MAY BE AVAILABLE UPON REQUEST. THE CAL STATE UNIV MARITIME ACADEMY 200 MARITIME ACADEMY DRIVE VALLEJO CA 94590 680316355 HIGHER EDUCATION CA IRC SEC. 11 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 THE CAL STATE UNIV MARITIME ACADEMY C 752559 ACTUAL THE CAL STATE UNIV MARITIME ACADEMY O 72687 ACTUAL THE CAL STATE UNIV MARITIME ACADEMY P 58171 ACTUAL THE CAL STATE UNIV MARITIME ACADEMY R 609949 ACTUAL