2019-05-13T16:19:19-05:00 2018-06-30 680300457 MACIAS GINI & O'CONNELL LLP 3000 S STREET SUITE 300 SACRAMENTO CA 95816 990 2017-07-01 954044252 CALIFORNIA STATE UNIVERSITY LOS ANGELES FOUNDATION CALI 3233433550 5151 STATE UNIVERSITY DR ADM NO 514 LOS ANGELES CA 90032 JANET S DIAL EXEC. DIRECTOR 3233433550 2019-03-29 1 JAN ROSATI P00047985 9169284600 2019-03-29 107.0.81.186 2019-03-29 15:45:35 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 235672249634889C09A2409D626B03BB987FE5D3 2017 2019-02-21 02:37:17Z JANET S DIAL 5151 STATE UNIVERSITY DR ADM NO 514 LOS ANGELES CA 90032 20406957 0 X CALSTATELA.EDU X 1984 CA OUR MISSION IS TO ADVANCE THE EDUCATIONAL, CULTURAL, SCHOLARLY AND CREATIVE ACTIVITITES AND THE ROLE OF COMMUNITY SERVICE OF CALIFORNIA STATE UNIVERSITY, LOS ANGELES BY INCREASING PRIVATE FUNDING, RESPONSIBLY MANAGING DONATED RESOURCES AND SUPPORTING THE UNIVERSITY AND ITS DIVERSE AND DISTINCT NATURE. 25 19 0 19 0 0 10923735 3754059 0 0 1565136 2572235 15830 155 12504701 6326449 1857486 3830428 0 0 0 0 0 0 103763 713883 885749 2571369 4716177 9933332 1610272 59416763 61171056 9025 366120 59407738 60804936 X OUR MISSION IS TO ADVANCE THE EDUCATIONAL, CULTURAL, SCHOLARLY AND CREATIVE ACTIVITIES AND THE ROLE OF COMMUNITY SERVICE OF CALIFORNIA STATE UNIVERSITY, LOS ANGELES BY INCREASING PRIVATE FUNDING, RESPONSIBLY MANAGING DONATED RESOURCES AND SUPPORTING THE UNIVERSITY AND ITS DIVERSE AND DISTINCT NATURE. 0 0 1564133 1564133 GRANTS TO CALIFORNIA STATE UNIVERSITY, LOS ANGELES TO PROMOTE SCIENTIFIC, LITERARY AND EDUCATIONAL PROGRAMS 2199126 2199126 SCHOLARSHIPS TO STUDENTS AT CALIFORNIA STATE UNIVERSITY, LOS ANGELES 67169 67169 GRANTS TO CAL STATE LA UNIVERSITY AUXILIARY SERVICES, INC. TO PROMOTE SCIENTIFIC, LITERARY, EDUCATIONAL PROGRAMS TO CALIFORNIA STATE UNIVERSITY, LOS ANGELES 3830428 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 4 0 0 0 0 0 0 0 1 1 0 0 0 0 X 25 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X X ROWENA TRAN BUSINESS FINANCIAL SERVICES 3233433571 5151 STATE UNIVERSITY DRIVE ADM 514 LOS ANGELES CA 90032 OMEL A NIEVES PRESIDENT 1.00 X X 0 0 0 LARRY ADAMSON TRUSTEE 1.00 X 0 0 0 YOSHIKO FONG TRUSTEE 1.00 X 0 0 0 WILLIAM LEWIS TRUSTEE 1.00 X 0 0 0 JORGE RAMIREZ VICE PRESIDENT 1.00 X X 0 0 0 FRANK M SAITO TRUSTEE 1.00 X 0 0 0 MONGWEI WEE TRUSTEE 1.00 X 0 0 0 DWIGHT NAKATA EX-OFFICIO 1.00 X 0 0 0 WILLIAM A COVINO EX-OFFICIO 5.00 40.00 X 0 393712 106859 LISA M CHAVEZ EX-OFFICIO 5.00 40.00 X 0 235780 88098 JANET SCHELLHASE DIAL EXECUTIVE DIRECTOR 5.00 40.00 X X 0 218883 70012 DANIELLE ARES TRUSTEE 1.00 X 0 0 0 LORRAINE BRADLEY TRUSTEE 1.00 X 0 0 0 SERGIO GONZALEZ TRUSTEE 1.00 X 0 0 0 ALEV LEWIS TRUSTEE 1.00 X 0 0 0 ROSARIO MARIN TRUSTEE 1.00 X 0 0 0 BARRY RONDINELLA TRUSTEE 1.00 X 0 0 0 NILZA SERRANO TRUSTEE 1.00 X 0 0 0 ROBERT VELASQUEZ TRUSTEE 1.00 X 0 0 0 ANDRE AVRAMCHUK SECRETARY 1.00 44.00 X X 0 132749 37561 DUY NGUYEN EX-OFFICIO 1.00 X 0 0 0 VEENA PRABHU EX-OFFICIO 1.00 44.00 X 0 106284 37202 KEVIN BAASKE FACULTY REPRESENTATIVE 1.00 44.00 X 0 109362 30791 NELSON ALGAZE TRUSTEE 1.00 X 0 0 0 LINA HU TRUSTEE 1.00 X 0 0 0 0 1196770 370523 0 0 1 0 0 3754059 235362 3754059 1245315 1245315 15407428 14080508 1326920 1326920 1326920 OTHER REVENUE 611710 155 155 155 6326449 0 0 2572390 3830428 3830428 165 165 31220 31220 221440 221440 31082 15122 15960 12707 12707 3892 3589 303 ADMINISTRATION EXPENSES 182450 182450 UNIVERSITY DEVELOPMENT 175178 175178 CALLING CENTER 81131 81131 GEN & ADMIN CONTINGENCY 54838 54838 91646 85277 6369 4716177 3830428 781986 103763 1593515 2516905 3709736 4157975 7634430 7424522 58258 65427 382041 183238 77900 77900 0 0 46038783 46822989 59416763 61171056 9025 366120 9025 366120 X 2397250 2102399 24905023 24340756 32105465 34361781 59407738 60804936 59416763 61171056 1610272 -213074 0 X X 0 1 X 1 0 X 4249121 6334321 12534761 10923735 3754059 37795997 4249121 6334321 12534761 10923735 3754059 37795997 509748 37286249 513691 969395 976078 856931 1245315 4561410 15830 155 15985 42373392 0.87990 0.74620 X 39177438 2405546 2255493 1113558 221440 42503479 31017593 5632065 3761597 1047334 186483 39177438 30813539 1936805 -350305 1217482 164964 31017593 26471393 5169792 389971 1073080 144537 30813539 22210057 1866181 3460518 928460 136903 26471393 0.02250 0.80850 0.16900 1 0 77900 77900 0 0 X 6124303 -213074 10928 -202146 6326449 0 6326449 4727105 10928 10928 4716177 0 4716177 PART V, LINE 4: THE FOUNDATION HAS A POLICY OF APPROPRIATING - * APPROXIMATELY 3% TO 5% OF ITS ENDOWED INVESTMENT'S FAIR VALUE AS OF DECEMBER 31 FOR DISBRIBUTION FOR CAUSE EACH YEAR * 5% OF ALL CONTRIBUTIONS RECEIVED FOR ENDOWMENT FUND ANNUALLY TO COVER GENERAL OPERATING EXPENSES OF THE FOUNDATION OF WHICH DONORS ARE NOTIFIED OF UPON GIFT ACCEPTANCE * UP TO 1.5% OF ENDOWED INVESTMENT'S FAIR VALUE AS OF JUNE 30 FOR GENERAL OPERATION EXPENSES OF THE FOUNDATION AS ESTABLISHED IN THE ANNUAL BUDGET FOR THE FOUNDATION IN JULY OF THE SUBSEQUENT YEAR PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME AND STATE FRANCHISE TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE, RESPECTIVELY. ACCORDINGLY, THERE IS NO PROVISION FOR INCOME TAXES IN THE FINANCIAL STATEMENTS. HOWEVER, THE FOUNDATION REMAINS SUBJECT TO TAXES ON ANY NET INCOME WHICH IS DERIVED FROM A TRADE OR BUSINESS REGULARLY CARRIED ON AND UNRELATED TO ITS EXEMPT PURPOSE. MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT ALL OF THE POSITIONS TAKEN BY THE FOUNDATION IN THEIR FEDERAL AND STATE EXEMPT ORGANIZATION TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATIONS. AS OF JUNE 30, 2018, THE FOUNDTION'S RETURNS ARE SUBJECT TO EXAMINATION BY FEDERAL TAXING AUTHORITIES FOR YEARS 2017-2015 AND BY STATE TAXING AUTHORITIES FOR THE YEARS 2017-2014. 1 CALIFORNIA STATE UNIVERSITY LOS ANGELES 5151 STATE UNIVERSITY DRIVE LOS ANGELES CA 90032 954386558 N/A 1564133 BOOK N/A COLLEGE GRANTS CALIFORNIA STATE UNIVERSITY LOS ANGELES 5151 STATE UNIVERSITY DRIVE LOS ANGELES CA 90032 954386558 N/A 2199126 BOOK N/A SCHOLARSHIPS UAS 5151 STATE UNIVERSITY DRIVE LOS ANGELES CA 90032 954016653 501(C)(3) 67169 BOOK N/A COLLEGE GRANTS 1 2 PART I, LINE 2: THE FOUNDATION MONITORS THE USE OF GRANT FUNDS BASED ON THE CRITERIA SHEET ESTABLISHED BY EACH DONOR. EACH DONOR SETS DIFFERENT CRITERIA AND THE FOUNDATION REVIEWS THE EXPENSES AGAINST THE CRITERIA SHEET TO DETERMINE IF THE EXPENSES ARE ALLOWABLE. 0 0 0 0 0 0 0 0 0 WILLIAM A COVINO EX-OFFICIO 0 321712 0 0 0 72000 0 88851 0 18008 0 500571 0 0 LISA M CHAVEZ EX-OFFICIO 0 235780 0 0 0 0 0 66254 0 21844 0 323878 0 0 JANET SCHELLHASE DIAL EXECUTIVE DIRECTOR 0 218883 0 0 0 0 0 60586 0 9426 0 288895 0 0 ANDRE AVRAMCHUK SECRETARY 0 132749 0 0 0 0 0 28776 0 8785 0 170310 0 0 PART I, LINE 3 THE RELATED ORGANIZATION ESTABLISHES COMPENSATION PAID TO THE OFFICERS, DIRECTORS, TRUSTEES AND THE CEO/EXECUTIVE DIRECTOR BY A COMPENSATION COMMITTEE. X 4 235362 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PRESENTED FOR REVIEW TO THE AUDIT COMMITTEE. THE AUDIT COMMITTEE REVIEWS AND APPROVES THEN FORWARDS FOR FULL BOARD REVIEW AND APPROVAL BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS SIGN AN AFFIDAVIT ANNUALY TO SHOW THERE ARE NO CONFLICTS OF INTEREST FOR THE BOARD MEMBER. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE MADE AVAILABLE ON THE FOUNDATION'S WEBSITE ALONG WITH THE CONFLICT OF INTEREST STATEMENT. THE FINANCIAL STATEMENTS ARE MADE AVAILABLE ON THE OFFICE OF THE CHANCELLOR'S WEBSITE AND THE FOUNDATION'S WEBSITE. FORM 990, PART XII, LINE 2C THERE HAS BEEN NO CHANGE TO THE ORGANIZATION'S OVERSIGHT OR SELECTION PROCESS. CALIFORNIA STATE UNIVERSITY LOS ANGELES 5151 STATE UNIVERSITY DRIVE LOS ANGELES CA 90032 954386558 PUBLIC UNIVERSITY CA 115(1) N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 CALIFORNIA STATE UNIVERSITY LOS ANGELES M 182450 BOOK CALIFORNIA STATE UNIVERSITY LOS ANGELES P 119291 BOOK