2020-03-25T11:01:39-05:00 2019-06-30 952662063 ROGERS ANDERSON MALODY & SCOTT LLP 735 E CARNEGIE DRIVE SUITE 100 SAN BERNARDINO CA 92408 990 2018-07-01 452255077 CSUSB PHILANTHROPIC FOUNDATION CSUS 9095375918 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 DOUGLAS FREER TREASURER 9095375918 2020-02-19 1 TERRY SHEA CPA P00165007 9098890871 173.227.38.201 2020-02-19 13:06:22 PS P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 D818B66B1DF3B0AD8D500F92D74AC97606850E71 2018 2020-09-23 17:36:50Z DOUGLAS FREER 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 30946190 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. 49 0 0 0 0 0 4585441 6769967 0 0 2672154 2957646 1759 40979 7259354 9768592 1441313 1424172 0 0 0 0 0 0 0 2825303 3011642 4266616 4435814 2992738 5332778 56973125 62035133 1928205 1785164 55044920 60249969 TO PROMOTE FUNDRAISING, ENCOURAGE DONATIONS FROM OUTSIDE PARTIES IN ORDER TO SUPPORT VARIOUS PROGRAMS AT CALIFORNIA STATE UNIVERSITY, SAN BERNARDINO. 0 0 1424172 1424172 SCHOLARSHIPS - COORDINATE SCHOLARSHIP DONATIONS WITH THE STUDENT AWARDED SCHOLARSHIPS. STUDENT AWARDS WERE 1,620. 2603775 OTHER ACTIVITIES - DESIGNATED GIFT ADMINISTRATION. 4027947 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 1 56 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 49 0 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 DR TOMAS MORALES PRESIDENT 1.00 40.00 X X 0 414907 12495 ELLEN WEISSER CHAIR 1.00 X X 0 0 0 MARK EDWARDS VICE CHAIR 1.00 X X 0 0 0 DR DOUGLAS FREER TREASURER 1.00 40.00 X X 0 191764 31452 ROBERT NAVA EXECUTIVE DIRECTOR 1.00 5.00 X X 0 10900 573 WILLIAM STEVENSON SECRETARY 1.00 40.00 X X 0 29756 2978 AMRO ALBANNA DIRECTOR 1.00 X 0 0 0 BENJAMIN COOK DIRECTOR 1.00 X 0 0 0 DR DONALD AVERILL DIRECTOR 1.00 X 0 0 0 NICHOLAS COUSSOULIS DIRECTOR 1.00 X 0 0 0 DR MONIDEEPA BECERRA DIRECTOR 1.00 40.00 X 0 104752 5576 JIM CUEVAS DIRECTOR 1.00 X 0 0 0 DEBBIE BROWN DIRECTOR 1.00 X 0 0 0 SUNDIP DOSHI DIRECTOR 1.00 X 0 0 0 BOB BURLINGAME DIRECTOR 1.00 X 0 0 0 LOIS CARSON DIRECTOR 1.00 X 0 0 0 GERALD FAWCETT DIRECTOR 1.00 X 0 0 0 ALI CAYIR DIRECTOR 1.00 X 0 0 0 DR DOROTHY CHEN-MAYNARD DIRECTOR 1.00 X 0 0 0 ROBERT GARCIA DIRECTOR 1.00 40.00 X 0 88419 5724 DR SHARI MCMAHAN DIRECTOR 1.00 40.00 X 0 234937 14892 PAUL GRANILLO DIRECTOR 1.00 X 0 0 0 DR W BENSON HARER JR DIRECTOR 1.00 X 0 0 0 DR BRIAN HAYNES DIRECTOR 1.00 X 0 0 0 DR YOLANDA MOSES DIRECTOR 1.00 X 0 0 0 JIM IMBIORSKI DIRECTOR 1.00 X 0 0 0 COLE JACKSON DIRECTOR 1.00 X 0 0 0 PRINCE OGIDIKPE DIRECTOR 1.00 X 0 0 0 MARK KAENEL DIRECTOR 1.00 X 0 0 0 DR PAULCHRIS OKPALA DIRECTOR 1.00 40.00 X 0 104385 6172 WILFRID LEMANN DIRECTOR 1.00 X 0 0 0 RICHARD OLIPHANT DIRECTOR 1.00 X 0 0 0 SARAI MALDONADO DIRECTOR 1.00 40.00 X 0 82132 5635 NEALE PERKINS DIRECTOR 1.00 X 0 0 0 GARY MCBRIDE DIRECTOR 1.00 X 0 0 0 MADELAINE PFAU DIRECTOR 1.00 X 0 0 0 BARBARA MCGEE DIRECTOR 1.00 X 0 0 0 STEVE PONTELL DIRECTOR 1.00 X 0 0 0 JAMES RAMOS JR DIRECTOR 1.00 X 0 0 0 KAREN SUAREZ DIRECTOR 1.00 X 0 0 0 ALI RAZI DIRECTOR 1.00 X 0 0 0 DR SAMUEL SUDHAKAR DIRECTOR 1.00 40.00 X 0 190410 22062 DR ALEXANDRU ROMAN DIRECTOR 1.00 40.00 X 0 175431 8168 DR EDWARD TEYBER DIRECTOR 1.00 X 0 0 0 PHILLIP SAVAGE DIRECTOR 1.00 X 0 0 0 BRUCE VARNER DIRECTOR 1.00 X 0 0 0 DAVID SENTENEY DIRECTOR 1.00 40.00 X 0 155908 11547 PAUL SHIMOFF DIRECTOR 1.00 X 0 0 0 DR ERNEST SILVA DIRECTOR 1.00 X 0 0 0 HARRY LE GRANDE DIRECTOR 1.00 40.00 X 0 63186 4171 0 1846887 131445 0 0 1 0 0 281100 492722 5996145 1610235 6769967 2506679 2506679 21628565 21177598 450967 450967 450967 OTHER 900099 40979 40979 40979 9768592 40979 0 2957646 1424172 1424172 21346 21346 128291 128291 128084 84232 43852 589181 550886 38295 170726 165925 4801 172179 84601 87578 511915 511915 46796 44583 2213 14972 13969 1003 CONTRACT SERVICES 579077 560317 18760 MISC. 512573 457382 55191 PROFESSIONAL EXPENSES 126194 98311 27883 RENTAL OF EQUIPMENT AND 10308 10308 4435814 4027947 407867 0 3121394 5639961 7282699 7928964 1293758 1567892 286634 315605 349968 309833 44273 40135 44944367 46542576 56973125 62035133 391452 816854 1536753 968310 1928205 1785164 X 498986 1379432 21267910 0 33278024 58870537 55044920 60249969 56973125 62035133 X 5332778 -478605 350876 X X 0 1 X 1 0 X 3891518 13327454 10925226 4585441 6769967 39499606 3891518 13327454 10925226 4585441 6769967 39499606 55689 39443917 1053938 875205 935978 1763015 2634395 7262531 1208 690 1852 1759 40979 46488 46808625 0.84270 0.87610 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2014 AMOUNT: $ 1,208. 2015 AMOUNT: $ 690. 2016 AMOUNT: $ 1,852. 2017 AMOUNT: $ 1,759. 2018 AMOUNT: $ 40,979. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 39641520 1321365 1682111 1413127 114205 41117664 37709881 2339650 1429353 611848 1225516 39641520 32804641 5178085 826584 794455 304974 37709881 24600879 8461337 807610 750855 314330 32804641 24578751 44527 986967 579504 429862 24600879 1.00000 0.00000 0 0 349968 309833 40135 40135 OTHER LONG-TERM LIABILITIES TO BENEFICIARIES 968310 968310 9640863 -478605 350876 -127729 9768592 0 9768592 0 0 0 0 0 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. 1 CALIFORNIA STATE UNIVERSITY SAN BERNARDINO 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 330644150 115(1) 1096985 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) 14881 TO PROVIDE ASSISTANCE TO STUDENTS THAT MEET SPECIFIC CRITERIA. UNIVERSITY ENTERPRISES CORPORATION 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 956067343 501(C)(3) 310656 TO PROVIDE ASSISTANCE TO STUDENTS THAT MEET SPECIFIC CRITERIA. ASSOCIATED STUDENTS INCORPORATED 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 956126562 501(C)(3) 1650 TO PROVIDE ASSISTANCE TO STUDENTS THAT MEET SPECIFIC CRITERIA. 4 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 DR TOMAS MORALES PRESIDENT 0 414907 0 0 0 0 0 0 0 12495 0 427402 0 0 DR DOUGLAS FREER TREASURER 0 191764 0 0 0 0 0 18410 0 13042 0 223216 0 0 DR SHARI MCMAHAN DIRECTOR 0 234937 0 0 0 0 0 0 0 14892 0 249829 0 0 DR SAMUEL SUDHAKAR DIRECTOR 0 190410 0 0 0 0 0 12000 0 10062 0 212472 0 0 DR ALEXANDRU ROMAN DIRECTOR 0 175431 0 0 0 0 0 0 0 8168 0 183599 0 0 DAVID SENTENEY DIRECTOR 0 155908 0 0 0 0 0 0 0 11547 0 167455 0 0 X 2 5019 FAIR MARKET VALUE X MISCELLANEOUS 289 1605216 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 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. 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 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 CALIFORNIA STATE UNIVERSITY SAN BERNARDINO P 187715 FMV CALIFORNIA STATE UNIVERSITY SAN BERNARDINO Q 222753 FMV UNIVERSITY ENTERPRISES CORPORATION AT CSUSB Q 109342 FMV SANTOS MANUEL STUDENT UNION OF CA STATE UNIVERSITY AT SAN BERNARDINO B 14881 FMV UNIVERSITY ENTERPRISES CORPORATION AT CSUSB B 310656 FMV CALIFORNIA STATE UNIVERSITY SAN BERNARDINO B 2060487 FMV ASSOCIATED STUDENTS CALIFORNIA STATE UNIVERSITY SAN BERNARDINO C 52755 FMV ASSOCIATED STUDENTS CALIFORNIA STATE UNIVERSITY SAN BERNARDINO B 1650 FMV