CSUSB PHILANTHROPIC FOUNDATION: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- CSUSB PHILANTHROPIC FOUNDATION (EIN 45-2255077)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-03-25
- IRS object ID
- 202000859349301350
- Schema version
- 2018v3.1
- 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 I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-03-25T11:01:39-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 952662063 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROGERS ANDERSON MALODY & SCOTT LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 735 E CARNEGIE DRIVE SUITE 100 | AddressLine1Txt |
| City | SAN BERNARDINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92408 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | 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 BERNARDINO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92407 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DOUGLAS FREER | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9095375918 | PhoneNum |
| Signature | 2020-02-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TERRY SHEA CPA | PreparerPersonNm |
| PTIN | P00165007 | PTIN |
| Phone | 9098890871 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.227.38.201 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-02-19 | IPDt |
| IP Tm | 13:06:22 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | D818B66B1DF3B0AD8D500F92D74AC97606850E71 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DOUGLAS FREER | PrincipalOfficerNm |
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) |
|---|---|---|
| Gross Receipts | $30,946,190 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | HTTP://CSUSBFOUNDATION.CSUSB.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2011 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO PROMOTE FUNDRAISING, ENCOURAGE DONATIONS FROM OUTSIDE PARTIES IN ORDER TO SUPPORT VARIOUS PROGRAMS AT CALIFORNIA STATE UNIVERSITY, SAN BERNARDINO. | ActivityOrMissionDesc |
| Voting Members Governing Body | 49 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,585,441 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,769,967 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,672,154 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,957,646 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,759 | PYOtherRevenueAmt |
| CY Other Revenue | $40,979 | CYOtherRevenueAmt |
| PY Total Revenue | $7,259,354 | PYTotalRevenueAmt |
| CY Total Revenue | $9,768,592 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,441,313 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,424,172 | 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 | $2,825,303 | PYOtherExpensesAmt |
| CY Other Expenses | $3,011,642 | CYOtherExpensesAmt |
| PY Total Expenses | $4,266,616 | PYTotalExpensesAmt |
| CY Total Expenses | $4,435,814 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,992,738 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $5,332,778 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $56,973,125 | TotalAssetsBOYAmt |
| Total Assets EOY | $62,035,133 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,928,205 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,785,164 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $55,044,920 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $60,249,969 | 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 | $1,424,172 | ExpenseAmt |
| Grant | $1,424,172 | GrantAmt |
| Desc | SCHOLARSHIPS - COORDINATE SCHOLARSHIP DONATIONS WITH THE STUDENT AWARDED SCHOLARSHIPS. STUDENT AWARDS WERE 1,620. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,603,775 | ExpenseAmt |
| Desc | OTHER ACTIVITIES - DESIGNATED GIFT ADMINISTRATION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $4,027,947 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | 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 | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 56 | 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 | 49 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | 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 | MARIA BADULIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9095373922 | PhoneNum |
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 |
Form990 Part VII Section A Form990PartVIISectionAGrp (50 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 |
|---|---|---|---|---|---|---|---|
| DR TOMAS MORALES | |||||||
| PRESIDENT | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $414,907 | $12,495 |
| ELLEN WEISSER | |||||||
| CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MARK EDWARDS | |||||||
| VICE CHAIR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DR DOUGLAS FREER | |||||||
| TREASURER | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $191,764 | $31,452 |
| ROBERT NAVA | |||||||
| EXECUTIVE DIRECTOR | 1.00 | 5.00 | Yes (X) | Yes (X) | $0 | $10,900 | $573 |
| WILLIAM STEVENSON | |||||||
| SECRETARY | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $29,756 | $2,978 |
| AMRO ALBANNA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BENJAMIN COOK | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR DONALD AVERILL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NICHOLAS COUSSOULIS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR MONIDEEPA BECERRA | |||||||
| DIRECTOR | 1.00 | 40.00 | Yes (X) | $0 | $104,752 | $5,576 | |
| JIM CUEVAS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBBIE BROWN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUNDIP DOSHI | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BOB BURLINGAME | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LOIS CARSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GERALD FAWCETT | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALI CAYIR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR DOROTHY CHEN-MAYNARD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT GARCIA | |||||||
| DIRECTOR | 1.00 | 40.00 | Yes (X) | $0 | $88,419 | $5,724 | |
| DR SHARI MCMAHAN | |||||||
| DIRECTOR | 1.00 | 40.00 | Yes (X) | $0 | $234,937 | $14,892 | |
| PAUL GRANILLO | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR W BENSON HARER JR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR BRIAN HAYNES | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR YOLANDA MOSES | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JIM IMBIORSKI | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| COLE JACKSON | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PRINCE OGIDIKPE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK KAENEL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR PAULCHRIS OKPALA | |||||||
| DIRECTOR | 1.00 | 40.00 | Yes (X) | $0 | $104,385 | $6,172 | |
| WILFRID LEMANN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD OLIPHANT | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SARAI MALDONADO | |||||||
| DIRECTOR | 1.00 | 40.00 | Yes (X) | $0 | $82,132 | $5,635 | |
| NEALE PERKINS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GARY MCBRIDE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MADELAINE PFAU | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BARBARA MCGEE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE PONTELL | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES RAMOS JR | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KAREN SUAREZ | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ALI RAZI | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR SAMUEL SUDHAKAR | |||||||
| DIRECTOR | 1.00 | 40.00 | Yes (X) | $0 | $190,410 | $22,062 | |
| DR ALEXANDRU ROMAN | |||||||
| DIRECTOR | 1.00 | 40.00 | Yes (X) | $0 | $175,431 | $8,168 | |
| DR EDWARD TEYBER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PHILLIP SAVAGE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BRUCE VARNER | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID SENTENEY | |||||||
| DIRECTOR | 1.00 | 40.00 | Yes (X) | $0 | $155,908 | $11,547 | |
| PAUL SHIMOFF | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DR ERNEST SILVA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| HARRY LE GRANDE | |||||||
| DIRECTOR | 1.00 | 40.00 | Yes (X) | $0 | $63,186 | $4,171 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,846,887 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $131,445 | 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 |
| Related Organizations | $281,100 | RelatedOrganizationsAmt |
| Government Grants | $492,722 | GovernmentGrantsAmt |
| All Other Contributions | $5,996,145 | AllOtherContributionsAmt |
| Noncash Contributions | $1,610,235 | NoncashContributionsAmt |
| Total Contributions | $6,769,967 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,506,679 | TotalRevenueColumnAmt |
| Exclusion | $2,506,679 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,628,565 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $21,177,598 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $450,967 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $450,967 | TotalRevenueColumnAmt |
| Exclusion | $450,967 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $40,979 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $40,979 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $40,979 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,768,592 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $40,979 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,957,646 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,424,172 | TotalAmt |
| Program Services | $1,424,172 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,346 | TotalAmt |
| Program Services | $21,346 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,291 | TotalAmt |
| Management And General | $128,291 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,084 | TotalAmt |
| Program Services | $84,232 | ProgramServicesAmt |
| Management And General | $43,852 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $589,181 | TotalAmt |
| Program Services | $550,886 | ProgramServicesAmt |
| Management And General | $38,295 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,726 | TotalAmt |
| Program Services | $165,925 | ProgramServicesAmt |
| Management And General | $4,801 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $172,179 | TotalAmt |
| Program Services | $84,601 | ProgramServicesAmt |
| Management And General | $87,578 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $511,915 | TotalAmt |
| Program Services | $511,915 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,796 | TotalAmt |
| Program Services | $44,583 | ProgramServicesAmt |
| Management And General | $2,213 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,972 | TotalAmt |
| Program Services | $13,969 | ProgramServicesAmt |
| Management And General | $1,003 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| CONTRACT SERVICES | $579,077 | $560,317 | $18,760 |
| MISC. | $512,573 | $457,382 | $55,191 |
| PROFESSIONAL EXPENSES | $126,194 | $98,311 | $27,883 |
| RENTAL OF EQUIPMENT AND | $10,308 | $10,308 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,435,814 | TotalAmt |
| Program Services | $4,027,947 | ProgramServicesAmt |
| Management And General | $407,867 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,121,394 | BOYAmt |
| EOY | $5,639,961 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,282,699 | BOYAmt |
| EOY | $7,928,964 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,293,758 | BOYAmt |
| EOY | $1,567,892 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $286,634 | BOYAmt |
| EOY | $315,605 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $349,968 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $309,833 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,273 | BOYAmt |
| EOY | $40,135 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,944,367 | BOYAmt |
| EOY | $46,542,576 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,973,125 | BOYAmt |
| EOY | $62,035,133 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $391,452 | BOYAmt |
| EOY | $816,854 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,536,753 | BOYAmt |
| EOY | $968,310 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,928,205 | BOYAmt |
| EOY | $1,785,164 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $498,986 | BOYAmt |
| EOY | $1,379,432 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,267,910 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,278,024 | BOYAmt |
| EOY | $58,870,537 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,044,920 | BOYAmt |
| EOY | $60,249,969 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,973,125 | BOYAmt |
| EOY | $62,035,133 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $5,332,778 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$478,605 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $350,876 | 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 | $3,891,518 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,327,454 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,925,226 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,585,441 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,769,967 | CurrentTaxYearAmt |
| Total | $39,499,606 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,891,518 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,327,454 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,925,226 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,585,441 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,769,967 | CurrentTaxYearAmt |
| Total | $39,499,606 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $55,689 | SubstantialContributorsTotAmt |
| Public Support Total170 | $39,443,917 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,053,938 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $875,205 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $935,978 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,763,015 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,634,395 | CurrentTaxYearAmt |
| Total | $7,262,531 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,208 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $690 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,852 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,759 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,979 | CurrentTaxYearAmt |
| Total | $46,488 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $46,808,625 | TotalSupportAmt |
| Public Support CY170 | 0.84270 | PublicSupportCY170Pct |
| Public Support PY170 | 0.87610 | 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 | MISCELLANEOUS INCOME - 2014 AMOUNT: $ 1,208. 2015 AMOUNT: $ 690. 2016 AMOUNT: $ 1,852. 2017 AMOUNT: $ 1,759. 2018 AMOUNT: $ 40,979. | 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 | $39,641,520 | BeginningYearBalanceAmt |
| Contributions | $1,321,365 | ContributionsAmt |
| Investment Earnings Or Losses | $1,682,111 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,413,127 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $114,205 | AdministrativeExpensesAmt |
| End Year Balance | $41,117,664 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $37,709,881 | BeginningYearBalanceAmt |
| Contributions | $2,339,650 | ContributionsAmt |
| Investment Earnings Or Losses | $1,429,353 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $611,848 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $1,225,516 | AdministrativeExpensesAmt |
| End Year Balance | $39,641,520 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $32,804,641 | BeginningYearBalanceAmt |
| Contributions | $5,178,085 | ContributionsAmt |
| Investment Earnings Or Losses | $826,584 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $794,455 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $304,974 | AdministrativeExpensesAmt |
| End Year Balance | $37,709,881 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,600,879 | BeginningYearBalanceAmt |
| Contributions | $8,461,337 | ContributionsAmt |
| Investment Earnings Or Losses | $807,610 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $750,855 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $314,330 | AdministrativeExpensesAmt |
| End Year Balance | $32,804,641 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $24,578,751 | BeginningYearBalanceAmt |
| Contributions | $44,527 | ContributionsAmt |
| Investment Earnings Or Losses | $986,967 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $579,504 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $429,862 | AdministrativeExpensesAmt |
| End Year Balance | $24,600,879 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $349,968 | OtherCostOrOtherBasisAmt |
| Depreciation | $309,833 | DepreciationAmt |
| Book Value | $40,135 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $40,135 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER LONG-TERM LIABILITIES TO BENEFICIARIES | Desc |
| Amt | $968,310 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $968,310 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $9,640,863 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$478,605 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $350,876 | OtherRevenueAmt |
| Revenue Not Reported | -$127,729 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,768,592 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,768,592 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $0 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $0 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $0 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 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 XI, LINE 2D - OTHER ADJUSTMENTS: | CHENGE IN VALUE IN SPLIT INTEREST AGREEMENTS 350,876. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| CALIFORNIA STATE UNIVERSITY SAN BERNARDINO | |||||||
| 5500 UNIVERSITY PARKWAY | SAN BERNARDINO | CA | 92407 | 330644150 | 115(1) | $1,096,985 | TO PROVIDE ASSISTANCE TO STUDENTS THAT MEET SPECIFIC CRITERIA. |
| SANTOS MANUEL STUDENT UNION OF CSUSB | |||||||
| 5500 UNIVERSITY PARKWAY | SAN BERNARDINO | CA | 92407 | 953104280 | 501(C)(3) | $14,881 | TO PROVIDE ASSISTANCE TO STUDENTS THAT MEET SPECIFIC CRITERIA. |
| UNIVERSITY ENTERPRISES CORPORATION | |||||||
| 5500 UNIVERSITY PARKWAY | SAN BERNARDINO | CA | 92407 | 956067343 | 501(C)(3) | $310,656 | TO PROVIDE ASSISTANCE TO STUDENTS THAT MEET SPECIFIC CRITERIA. |
| ASSOCIATED STUDENTS INCORPORATED | |||||||
| 5500 UNIVERSITY PARKWAY | SAN BERNARDINO | CA | 92407 | 956126562 | 501(C)(3) | $1,650 | TO PROVIDE ASSISTANCE TO STUDENTS THAT MEET SPECIFIC CRITERIA. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR TOMAS MORALES | ||||||||||||||
| PRESIDENT | $0 | $414,907 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $12,495 | $0 | $427,402 | $0 | $0 |
| DR DOUGLAS FREER | ||||||||||||||
| TREASURER | $0 | $191,764 | $0 | $0 | $0 | $0 | $0 | $18,410 | $0 | $13,042 | $0 | $223,216 | $0 | $0 |
| DR SHARI MCMAHAN | ||||||||||||||
| DIRECTOR | $0 | $234,937 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $14,892 | $0 | $249,829 | $0 | $0 |
| DR SAMUEL SUDHAKAR | ||||||||||||||
| DIRECTOR | $0 | $190,410 | $0 | $0 | $0 | $0 | $0 | $12,000 | $0 | $10,062 | $0 | $212,472 | $0 | $0 |
| DR ALEXANDRU ROMAN | ||||||||||||||
| DIRECTOR | $0 | $175,431 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $8,168 | $0 | $183,599 | $0 | $0 |
| DAVID SENTENEY | ||||||||||||||
| DIRECTOR | $0 | $155,908 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $11,547 | $0 | $167,455 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,019 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | MISCELLANEOUS | Desc |
| Contribution | 289 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,605,216 | NoncashContributionsRptF990Amt |
| 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 | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 IN SPLIT INTEREST AGREEMENTS 350,876. |
| 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. |
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 UNIVERSITY SAN BERNARDINO | |||||||||
| 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 | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | 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 | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (8 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| CALIFORNIA STATE UNIVERSITY SAN BERNARDINO | ||
| P | $187,715 | FMV |
| CALIFORNIA STATE UNIVERSITY SAN BERNARDINO | ||
| Q | $222,753 | FMV |
| UNIVERSITY ENTERPRISES CORPORATION AT CSUSB | ||
| Q | $109,342 | FMV |
| SANTOS MANUEL STUDENT UNION OF CA STATE UNIVERSITY AT SAN BERNARDINO | ||
| B | $14,881 | FMV |
| UNIVERSITY ENTERPRISES CORPORATION AT CSUSB | ||
| B | $310,656 | FMV |
| CALIFORNIA STATE UNIVERSITY SAN BERNARDINO | ||
| B | $2,060,487 | FMV |
| ASSOCIATED STUDENTS CALIFORNIA STATE UNIVERSITY SAN BERNARDINO | ||
| C | $52,755 | FMV |
| ASSOCIATED STUDENTS CALIFORNIA STATE UNIVERSITY SAN BERNARDINO | ||
| B | $1,650 | FMV |
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