2019-03-22T11:38:44-05:00 2018-06-30 410746749 CLIFTONLARSONALLEN LLP 2210 EAST ROUTE 66 GLENDORA CA 91740 990 2017-07-01 330073702 GOLDEN WEST COLLEGE FOUNDATION GOLD 7148927711 15744 GOLDEN WEST STREET HUNTINGTON BEACH CA 92647 BRUCE BERMAN FOUNDATION DIRECTOR 7148927711 2019-03-22 1 HEATHER MCGEE P01061594 6268577300 2019-03-04 67.137.57.251 2019-03-22 09:35:56 PD P 1D08D4BD6D4BEBD3F926FC5FC6484014A9CB06E2 A52F513B8D8172ADA5E5426B2D9DBB033DEB48E6 2017 2019-02-21 02:37:17Z BRUCE BERMAN 15744 GOLDEN WEST STREET HUNTINGTON BEACH CA 92647 1638423 0 X WWW.GOLDENWESTCOLLEGE.EDU/FOUNDATION X 1984 CA THE GOLDEN WEST COLLEGE FOUNDATION WAS ORGANIZED TO SOLICIT AND MANAGE GIFTS TO BENEFIT THE COLLEGE AND ITS STUDENTS. THE FOUNDATION IS DEDICATED TO SUPPORTING THE COLLEGE'S MISSION OF PROVIDING COMPREHENSIVE ACADEMIC OPPORTUNITIES TO THE COMMUNITY FOR LIFELONG ACTIVITIES. 11 9 0 0 0 0 610171 696439 0 0 170150 218262 55109 -16429 835430 898272 462482 409763 0 0 105547 79763 0 0 5435 253718 313273 821747 802799 13683 95473 9332203 9696643 64894 111600 9267309 9585043 X PROVIDE RESOURCES TO SUPPORT GOLDEN WEST COLLEGE AND THE COMMUNITY, BY ADVANCING EDUCATION AND OPPORTUNITY FOR ALL STUDENTS. 0 0 409763 409763 SCHOLARSHIPS TO STUDENTS ATTENDING GOLDEN WEST COLLEGE. 260991 SUPPORT TO VARIOUS PROGRAMS AND PROJECTS NOT FUNDED BY THE COLLEGE. 36110 OTHER PROGRAM SERVICES 36110 706864 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 15 0 0 0 0 0 0 0 0 0 0 X 11 9 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 CA X X PAUL WISNER 7148958315 15744 GOLDEN WEST ST HUNTINGTON BEACH CA 92647 YVAN CAO PRESIDENT 1.00 X X 0 0 0 STEVE OLMSTED CHAIR 1.00 X X 0 0 0 PAUL MOTENKO TREASURER 1.00 X X 0 0 0 BRUCE BERMAN SECRETARY/FDTN EXECUTIVE DIRECTOR 40.00 X X 0 136171 49681 WES BRYAN EXEC COMMITTEE/GWC PRESIDENT 1.00 40.00 X X 0 251690 55543 CHRIS HOSSELLMAN BOARD MEMBER 1.00 X 0 0 0 MICHAEL GRANT BOARD MEMBER 1.00 X 0 0 0 RACHEL RAMIREZ BOARD MEMBER 1.00 X 0 0 0 BONNIE CASTREY BOARD MEMBER 1.00 X 0 0 0 DAVINA SAMUEL BOARD MEMBER 1.00 X 0 0 0 EMILEE YOUNG BOARD MEMBER 1.00 X 0 0 0 JANET HOULIHAN BOARD MEMBER/GWC VP ADMIN 1.00 40.00 X 0 187591 58932 0 575452 164156 0 0 1 0 0 106873 589566 696439 201428 201428 674064 657230 16834 16834 16834 58817 106873 82921 -24104 -24104 VENDING MACHINE COMMIS 900099 7675 7675 7675 898272 7675 0 194158 409763 409763 55858 23374 32484 12348 5167 7181 11557 4836 6721 4628 4628 920 920 22399 22399 2658 2658 COLLEGE SUPPORT 260991 260991 OTHER EXPENSES 10801 10801 HOSPITALITY 8168 2733 5435 BANK CHARGE 1826 1826 882 882 802799 706864 90500 5435 1793645 1707404 480431 1427976 38708 0 6778453 6329227 240966 232036 9332203 9696643 59748 97735 5146 13865 64894 111600 X 479360 568992 3332888 3400581 5455061 5615470 9267309 9585043 9332203 9696643 X 95473 208004 14257 X X 0 1 X 1 0 X X 1 COAST COMMUNITY COLLEGE DISTRICT 956002272 2 1 260991 0 1 260991 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 6871846 168752 376431 222417 65119 7129493 6141905 394992 615066 223432 56685 6871846 5878171 353580 156885 190063 56668 6141905 5656999 319303 134428 170172 62387 5878171 5146228 50306 630328 120241 49622 5656999 0.01000 0.76000 0.23000 0 0 0 DUE TO COAST COMMUNITY COLLEGE DIST 13865 13865 X 1626020 208004 347270 172474 727748 898272 0 898272 1308286 347270 158217 505487 802799 0 802799 PART X, LINE 2: THE FOUNDATION QUALIFIES AS A TAX EXEMPT ORGANIZATION UNDER THE INTERNAL REVENUE CODE SECTION 501(C)(3) AND CALIFORNIA REVENUE AND TAXATION CODE 23701D. THE FOUNDATION HAS EVALUATED ITS TAX POSITIONS AND THE CERTAINTY AS TO WHETHER THOSE POSITIONS WILL BE SUSTAINED IN THE EVENT OF ANY AUDIT BY TAXING AUTHORITIES AT THE FEDERAL AND STATE LEVELS. THE PRIMARY TAX POSITIONS EVALUATED RELATE TO THE FOUNDATION'S CONTINUED QUALIFICATION AS A TAX-EXEMPT ORGANIZATION AND WHETHER THERE ARE UNRELATED BUSINESS INCOME ACTIVITIES THAT WOULD BE TAXABLE. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS WILL MORE LIKELY THAN NOT BE SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. THE FOUNDATION FILES INFORMATIONAL RETURNS IN THE US FEFERAL JURISDICTION, AND THE STATE OF CALIFORNIA. WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO US FEDERAL AND STATE EXAMINATIONS FOR GENERALLY THREE AND FOUR YEARS, RESPECTIVELY. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE, FCCC INVESTMENT 14,257. SPECIAL EVENTS EXPENSE (SHIFTED FROM FUNCTIONAL EXPENSE TO REVENUES) 82,921. ADMINSTRATIVE FEES (INTERCOMPANY REVENUE AND EXPENSES) 79,924. INVESTMENT FEES (SHIFTED FROM REVENUES TO FUNCTIONAL EXPENSES) -4,628. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENTS (SHIFTED FROM FUNCTIONAL EXPENSE TO REVENUES) 82,921. ADMINSTRATIVE FEES (INTERCOMPANY REVENUE AND EXPENSE) 79,924. INVESTMENT FEES (SHIFTED FROM REVENUES TO FUNCTIONAL EXPENSES) -4,628. GALA 142017 83200 58817 70048 PATRON'S 23673 23673 12873 165690 106873 58817 82921 82921 -24104 1 SCHOLARSHIPS 294 409763 PART I, LINE 2: A DONOR BASE SOFTWARE MAINTAINS ALL SCHOLARSHIP RECORDS. ALL ENDOWED SCHOLARSHIPS ARE FUNDED BY THE AMOUNT OF ANNUAL INTEREST. THE PERCENTAGE OF INTEREST FUNDED IS A DECISION MADE EACH YEAR BY THE FOUNDATION & FISCAL SERVICES DIRECTORS. PER FOUNDATION BOARD POLICY, NON-ENDOWED SCHOLARSHIP DONATIONS ARE SOLICITED ANNUALLY AND ALL THE SCHOLARSHIP DOLLARS RECEIVED ARE FUNDED. EACH SCHOLARSHIP HAS A CRITERIA ESTABLISHED BY THE DONOR. TRANSCRIPTS & SCHOLARSHIP CRITERIA ASSIST IN DETERMINING STUDENT ELIGIBILITY. IF THE SCHOLARSHIP CRITERIA INCLUDE FINANCIAL NEED, SUCH INFORMATION IS OBTAINED THROUGH THE CAMPUS FINANCIAL AID DEPARTMENT. 0 0 0 0 0 0 0 0 0 BRUCE BERMAN SECRETARY/FDTN EXECUTIVE DIRECTOR 0 136171 0 0 0 0 0 19548 0 30133 0 185852 0 0 WES BRYAN EXEC COMMITTEE/GWC PRESIDENT 0 251690 0 0 0 0 0 33241 0 22302 0 307233 0 0 JANET HOULIHAN BOARD MEMBER/GWC VP ADMIN 0 187591 0 0 0 0 0 27137 0 31795 0 246523 0 0 FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF FORM 990 AND ITS RELATED SCHEDULES ARE SUBMITTED TO THE EXECUTIVE BOARD FOR REVIEW BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C GOLDEN WEST COLLEGE FOUNDATION (GWCF) REQUIRES ALL EMPLOYEES TO DISCLOSE,AT LEAST ANNUALLY, ALL SOURCES OF INCOME FROM COMPENSATION OR FROM OWNERSHIP OF EVERY OUTSIDE ENTITY THAT (A) SOLD, SUPPLIED, OR PROVIDED SERVICES (B) OPERATED A COMPETING ENTERPRISE OR (C) PROVIDED GOODS OR SERVICES TO GWCF IN THE LAST SIX MONTHS. GWCF ALSO REQUIRES ALL DIRECTORS TO ANNUALLY SIGN A STATEMENT AFFIRMING (A) RECEIPT OF GWCF CONFLICT OF INTEREST POLICY (B) UNDERSTANDING OF THE POLICY AND (C) AGREEMENT WITH THE POLICY. GWCF CONFLICT OF INTEREST POLICY DESCRIBES HOW GWCF WILL RESOLVE POSSIBLE CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 GOLDEN WEST COLLEGE FOUNDATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE, FCCC INVESTMENT 14,257. FORM 990, PART XII, LINE 2C: NO CHANGES FROM PRIOR YEAR. COAST COMMUNITY COLLEGE DISTRICT 1370 ADAMS AVENUE COSTA MESA CA 92626 956002272 MULTI COLLEGE DISTRICT PROVIDING PUBLIC EDUCATION CA 115 LINE 2 N/A 0 ORANGE COAST COLLEGE FOUNDATION 2701 FAIRVIEW ROAD COSTA MESA CA 92626 330071349 FOUNDATION CA 501(C)3 509(A)3 COAST COMMUNITY COLLEGE DISTICT 0 COASTLINE COMMUNITY COLLEGE FOUNDATION 11460 WARNER AVENUE FOUNTAIN VALLEY CA 92708 330094898 FOUNDATION CA 501(C)3 509(A)3 COAST COMMUNITY COLLEGE DISTICT 0 COAST COMMUNITY COLLEGE DISTRICT FOUNDATION 1370 ADAMS AVENUE COSTA MESA CA 92626 956095800 FOUNDATION CA 501(C)3 509(A)3 COAST COMMUNITY COLLEGE DISTICT 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 COAST COMMUNITY COLLEGE DISTRICT O 329270 ACTUAL VALUE COAST COMMUNITY COLLEGE DISTRICT P 79763 ACTUAL VALUE