2020-03-27T19:33:34-05:00 2019-06-30 453269313 YH ADVISORS INC 5882 BOLSA AVENUE SUITE 100 HUNTINGTON BEACH CA 92649 990 2018-07-01 954095445 CHAFFEY COLLEGE FOUNDATION CHAF 9096526545 5885 HAVEN AVENUE RANCHO CUCAMONGA CA 91737 LISA NASHUA EXECUTIVE DIRECTOR 9096526545 2020-03-25 1 BRIAN YACKER P00401346 3109822803 38.98.172.90 2020-03-25 09:00:17 PD P CF83E5C490003369155472C97745BD4117DF37AD CF83E5C490003369155472C97745BD4117DF37AD 2018 2021-01-29 14:40:06Z LISA NASHUA 5885 HAVEN AVENUE RANCHO CUCAMONGA CA 91737 2841348 0 X WWW.CHAFFEY.EDU/FOUNDATION X 1987 CA SUPPORTS ACADEMIC AND STUDENT SERVICES OF THE CHAFFEY COLLEGE DISTRICT BY PROVIDING RESOURCES FOR SCHOLARSHIPS AND AWARDS TO STUDENTS AND FOR PROGRAM SUPPORT. 20 19 0 88 0 0 1707093 2109902 0 0 47874 42305 -15622 -12510 1739345 2139697 1153097 1706269 0 0 39172 35703 0 0 19854 34141 59055 1226410 1801027 512935 338670 4338483 4816224 125438 174719 4213045 4641505 SUPPORTS ACADEMIC AND STUDENT SERVICES OF THE CHAFFEY COLLEGE DISTRICT BY PROVIDING RESOURCES FOR SCHOLARSHIPS AND AWARDS TO STUDENTS AND FOR PROGRAM SUPPORT. 0 0 1731261 1706269 SUPPORTS ACADEMIC, STUDENT SERVICES AND DEPARTMENTAL GRANTS OF THE CHAFFEY COLLEGE DISTRICT BY PROVIDING SCHOLARSHIPS, AWARDS, AND PROGRAM ENHANCEMENTS TO STUDENTS AND THE COMMUNITY. DISTRICT SUPPORT REVENUES ARE GARNERED THROUGH DEPARTMENTAL PROGRAM EVENTS AND STUDENT PROGRAMMING AT THE CHAFFEY COLLEGE DISTRICT. 1731261 1 1 0 0 0 0 0 0 0 1 0 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 20 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 20 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X CHAFFEY COMMUNITY COLLEGE DISTRICT 9096526545 5885 HAVEN AVENUE RANCHO CUCAMONGA CA 91737 MARY CAPORALE PRESIDENT 1.00 X X 0 0 0 KYLE SCHULTY VICE PRESIDENT 1.00 X X 0 0 0 SUE OXARART SECRETARY 1.00 X X 0 0 0 ERIC HASANOFF TREASURER 1.00 X X 0 0 0 LOREN SANCHEZ IMMEDIATE PAST PRESIDENT 1.00 X 0 0 0 VIRGINIA AGUILAR-RILEY DIRECTOR 1.00 X 0 0 0 LILIANA ANDRIANI DIRECTOR 1.00 X 0 0 0 JESSE ARMENDAREZ DIRECTOR 1.00 X 0 0 0 HENRY CASTILLO DIRECTOR 1.00 X 0 0 0 PHIL COTHRAN DIRECTOR 1.00 X 0 0 0 MANNY DAWABI DIRECTOR 1.00 X 0 0 0 BRETT LEAVITT DIRECTOR 1.00 X 0 0 0 JOE LUTZ DIRECTOR 1.00 X 0 0 0 MICHAEL MILHISER DIRECTOR 1.00 X 0 0 0 MARCO ROBLES DIRECTOR 1.00 X 0 0 0 SANDRA ROSE DIRECTOR 1.00 X 0 0 0 WAYNE SCAGGS DIRECTOR 1.00 X 0 0 0 CC VEST DIRECTOR 1.00 X 0 0 0 ZEB WELBORN DIRECTOR 1.00 X 0 0 0 HENRY SHANNON DIRECTOR 1.00 40.00 X 0 411260 60453 LISA NASHUA EXECUTIVE DIRECTOR 40.00 X 0 166919 22946 0 578179 83399 0 0 1 0 0 96046 2013856 21962 2109902 59079 59079 640047 656821 -16774 -16774 -16774 30420 96046 44130 -13710 -13710 1900 700 1200 1200 2139697 0 0 29795 1081004 1081004 625265 625265 32847 22993 1642 8212 2856 1999 143 714 12320 12320 12656 12656 4433 4401 32 689 689 DUES AND SUBSCRIPTIONS 26896 16000 10896 BANK CHARGES 2061 2061 1801027 1731261 49912 19854 1538485 1772759 296631 273766 37725 28122 20272 46866 2445370 2694711 4338483 4816224 117866 167100 7572 7619 125438 174719 X 915298 1074210 1947593 2019686 1350154 1547609 4213045 4641505 4338483 4816224 338670 89790 0 X X 0 1 X 1 0 X 672839 662146 850528 1707093 2127132 6019738 433723 518734 952457 672839 662146 850528 2140816 2645866 6972195 1715970 5256225 2038 5143 34986 26133 59079 127379 1200 1200 7100774 1439114 0.74020 0.87250 X SCHEDULE A, PART II, LINE 1 THE 2016 SCHEUDLE A PART II, LINE 1(C) HAS BEEN ADJUSTED TO INCLUDE A $500K GRANT GIVEN BY THE JAMES IRVINE FOUNDATION. THE GRANT WAS PREVIOUSLY BEING REPORTED AS PROGRAM SERVICE REVENUE IN LINE 12 OF THE SCHEUDLE A. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1350154 119654 100076 22275 1547609 1248354 47926 65899 12025 1350154 851212 340382 83435 26675 1248354 850089 1123 851212 440720 409369 850089 0.00000 1.00000 0.00000 0 0 0 CERTIFICATE OF DEPOSIT 139267 C STOCK 10608 C MUTUAL FUNDS 1975825 C EXCHANGE-TRADED AND CLOSED-END FUNDS 569011 C 2694711 X 2720565 89790 503734 -12656 580868 2139697 0 2139697 2292105 503734 503734 1788371 12656 12656 1801027 PART V, LINE 4: SCHOLARSHIPS PART X, LINE 2: THE FOUNDATION HAS RECEIVED TAX-EXEMPT STATUS FROM THE INTERNAL REVENUE SERVICE AND THE FRANCHISE TAX BOARD UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND UNDER REVENUE AND TAXATION CODE SECTION 23701D, RESPECTIVELY. SINCE THE FOUNDATION IS EXEMPT FROM FEDERAL AND STATE INCOME TAX LIABILITY, NO PROVISION IS MADE FOR CURRENT OR DEFERRED INCOME TAXES. THE FOUNDATION USES THE SAME ACCOUNTING METHODS FOR TAX AND FINANCIAL REPORTING. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN IN ITS FEDERAL AND STATE EXEMPT FOUNDATION RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. THE FOUNDATION'S RETURNS ARE SUBJECT TO EXAMINATION BY FEDERAL AND STATE TAXING AUTHORITIES, GENERALLY FOR THREE YEARS AND FOUR YEARS, RESPECTIVELY, AFTER THEY ARE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT FEES -12,656. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES 12,656. GOLF TOURNAMENT 126466 96046 30420 1486 3175 1360 1468 328 36313 126466 96046 30420 1486 3175 1360 1468 328 36313 44130 -13710 1 CHAFFEY COMMUNITY COLLEGE DISTRICT 5885 HAVEN AVE RANCHO CUCAMONGA CA 91737 956000558 GOVERNMENT ENTITY 946648 19356 FMV EQUIPMENT AND SUPPLIES SCHOLARSHIPS CITIZENS OF A STRONGER CHAFFEY COLLEGE YES ON P 1787 TRIBUTE ROAD SUITE K SACRAMENTO CA 95815 831379552 501(C)(4) 115000 SUPPORT OPERATIONS 1 1 SCHOLARSHIPS 865 625265 PART I, LINE 2: THE FOUNDATION DISTRIBUTES A SCHOLARSHIP CARD TO THE STUDENT AND MONITORS EXPENDITURES ON A REGULAR BASIS. STUDENTS ARE REQUIRED TO USE THE GRANT FUNDS ONLY FOR SCHOOL PURPOSES AND MUST PROVIDE THE FOUNDATION WITH A RECEIPT FOR EACH EXPENDITURE. 0 0 0 0 0 0 0 0 0 HENRY SHANNON DIRECTOR 0 411260 0 0 0 0 0 42645 0 17808 0 471713 0 0 LISA NASHUA EXECUTIVE DIRECTOR 0 166919 0 0 0 0 0 20287 0 2659 0 189865 0 0 PART I, LINE 3 THE EXECUTIVE DIRECTOR IS COMPENSATED BY A RELATED ENTITY. X 11786 FMV X 1 400 FMV X 17 2149 FMV X EQUIPMENT 12 6489 FMV X EVENT TICKETS 26 1138 FMV 0 1 0 PART I, COLUMN (B): COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 WILL BE GIVEN TO EACH BOARD MEMBER AND THE AUDIT COMMITTEE AND IT WILL BE REVIEWED AND AGREED UPON. FORM 990, PART VI, SECTION B, LINE 12C THE EXECUTIVE DIRECTOR COMPLETES THE FORM 700 CONFLICT OF INTEREST FORMS FOR THE DISTRICT. THE EXECUTIVE COMMITTEE MONITORS THE CONFLICT OF INTEREST OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST AT THE FOUNDATION'S OFFICES. FORM 990, PART XII LINE 2C THE ORGANIZATION DID NOT CHANGE ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. CHAFFEY COMMUNITY COLLEGE DISTRICT 5885 HAVEN AVE RANCHO CUCAMONGA CA 91737 956000558 PUBLIC CALIFORNIA COMMUNITY COLLEGE CA GOVERNMENTAL ENTITY LINE 2 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 CHAFFEY COMMUNITY COLLEGE DISTRICT B 1081004 ACTUAL AMOUNT CHAFFEY COMMUNITY COLLEGE DISTRICT O 503734 ACTUAL AMOUNT