2018-04-11T20:36:29-05:00 2017-06-30 952662063 ROGERS ANDERSON MALODY & SCOTT LLP 735 E CARNEGIE DRIVE SUITE 100 SAN BERNARDINO CA 92408 990 2016-07-01 452255077 Csusb Philanthropic Foundation CSUS 9095375918 5500 University Parkway San Bernardino CA 92407 Douglas Freer TREASURER 9095375918 2018-03-28 1 Terry Shea CPA P00165007 9098890871 173.227.38.201 2018-03-28 12:15:05 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 8904EEAA0F3EA4DADC334EB9CDD39CC8A1BE224F 2016 2021-01-29 14:40:06Z Douglas Freer 5500 University Parkway San Bernardino CA 92407 18801080 0 X www.advancement.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 37 0 0 0 0 13327454 10925226 0 0 1025896 1175931 690 1852 14354040 12103009 1237397 4845378 0 0 0 0 0 0 0 2731342 2957377 3968739 7802755 10385301 4300254 45445025 54615543 310751 2171490 45134274 52444053 TO PROMOTE FUNDRAISING, ENCOURAGE DONATIONS FROM OUTSIDE PARTIES IN ORDER TO SUPPORT VARIOUS PROGRAMS AT CALIFORNIA STATE UNIVERSITY, SAN BERNARDINO. 0 0 1382406 4845378 SCHOLARSHIPS - COORDINATE SCHOLARSHIP DONATIONS WITH THE STUDENT AWARDED SCHOLARSHIPS. STUDENT AWARDS WERE 1,454. 6255334 Designated gift administration - Provide services in support of designated gift and endowment funds. 7637740 1 1 0 0 0 0 0 1 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 60 0 1 0 0 0 0 0 0 0 0 0 0 0 X 49 37 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X X LISA IANNOLO 9095373922 5500 University Parkway San Bernardino CA 92407 DR TOMAS MORALES PRESIDENT 1.00 40.00 X X 0 459049 98697 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 208674 73011 Dr Ronald Fremont EXECUTIVE DIRECTOR 1.00 40.00 X X 0 207530 76289 James FERGUSON SECRETARY 1.00 X X 0 0 0 Alex Gutierrez DIRECTOR 1.00 5.00 X 0 12981 0 DR Alexandru Roman DIRECTOR 1.00 40.00 X 0 149685 43218 DR Dorothy CheN-MAYNARD DIRECTOR 1.00 40.00 X 0 126798 34516 DR Brian Haynes DIRECTOR 1.00 40.00 X 0 199983 75662 DR Sung-Kyoo Huh DIRECTOR 1.00 40.00 X 0 136572 52031 Shari McMahan DIRECTOR 1.00 40.00 X 0 59077 22626 DR Samuel Sudhakar DIRECTOR 1.00 40.00 X 0 201325 77199 Amro Albanna DIRECTOR 1.00 X 0 0 0 Donald Averill 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 Ali CAYIR DIRECTOR 1.00 X 0 0 0 Greg CHRISTIAN DIRECTOR 1.00 X 0 0 0 HenrY COIL DIRECTOR 1.00 X 0 0 0 BenjaMIN COOK DIRECTOR 1.00 X 0 0 0 Nicholas Coussoulis DIRECTOR 1.00 X 0 0 0 Jim CUEVAS DIRECTOR 1.00 X 0 0 0 SundIP DOSHI DIRECTOR 1.00 X 0 0 0 Gerald FAWCETT DIRECTOR 1.00 X 0 0 0 Paul GRANILLO DIRECTOR 1.00 X 0 0 0 Dr W Benson Harer Jr 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 Mark kaenel DIRECTOR 1.00 X 0 0 0 Wilfrid Lemann DIRECTOR 1.00 X 0 0 0 Barbara McGee DIRECTOR 1.00 X 0 0 0 Dr Yolanda Moses DIRECTOR 1.00 X 0 0 0 Richard Oliphant DIRECTOR 1.00 X 0 0 0 Neale Perkins DIRECTOR 1.00 X 0 0 0 Madelaine Pfau 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 Ali Razi DIRECTOR 1.00 X 0 0 0 Phillip Savage IV DIRECTOR 1.00 X 0 0 0 Paul Shimoff DIRECTOR 1.00 X 0 0 0 Jeffrey Shockey DIRECTOR 1.00 X 0 0 0 Ernest Siva DIRECTOR 1.00 X 0 0 0 Jean Stephens DIRECTOR 1.00 X 0 0 0 William Stevenson DIRECTOR 1.00 1.00 X 0 28339 1861 Edward TEYBER DIRECTOR 1.00 X 0 0 0 Bruce Varner DIRECTOR 1.00 X 0 0 0 Dr Paulchris Okpala Director 1.00 40.00 X 0 74229 40319 Gary McBride Director 1.00 X 0 0 0 0 1864242 595429 0 0 1 0 0 4214645 151797 6558784 1345643 10925226 935978 935978 6938024 6698071 239953 239953 239953 Other 900099 1852 1852 1852 12103009 1852 0 1175931 4845378 4845378 1771 1771 191043 191043 105385 105385 72989 72989 1251720 1202628 49092 58873 56250 2623 216503 120649 95854 49940 47646 2294 14492 1111 13381 Contract Services 482641 482641 Reim. of personnel cost 384585 384585 Miscellaneous 78858 78858 Rental of equipment and 48577 48577 7802755 7637740 165015 0 2738805 4246876 4760299 4762574 10976080 2139490 510 267630 300528 212758 137710 87770 23297671 43111203 3533950 0 45445025 54615543 291807 530251 18944 0 0 1641239 310751 2171490 X 162052 547165 15468961 20390656 29503261 31506232 45134274 52444053 45445025 54615543 X 4300254 3118748 -109222 X X 0 1 X 1 0 X 2248584 4728135 3891518 3327454 10925226 25120917 2248584 4728135 3891518 3327454 10925226 25120917 400511 24720406 765636 660818 1053938 1025896 935978 4442266 633 1208 690 1852 4383 29567566 0.83610 0.80910 X Schedule A, Part II, Line 10, Explanation of Other Income: MISCELLANEOUS INCOME - 2013 Amount: $ 633. 2014 Amount: $ 1,208. 2015 Amount: $ 690. 2016 Amount: $ 1,852. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 32804641 5178085 826584 794455 304974 37709881 24600879 8461337 807610 750855 314330 32804641 24578751 44527 986967 579504 429862 24600879 21312719 3626417 594629 707179 247835 24578751 19170823 2581473 686153 852789 198645 21312719 0.83550 0.16450 0 0 300528 212758 87770 87770 Other long-term liabilities to beneficiaries 1641239 1641239 15112534 3118748 -109222 3009526 12103008 0 12103008 7802755 0 7802755 0 7802755 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: Change in value in split interest agreements -109,222. 1 CALIFORNIA STATE UNIVERSITY SAN BERNARDINO 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 330644150 115(1) 1310659 TO PROVIDE ASSISTANCE TO STUDENTS THAT MEET SPECIFIC CRITERIA. caliFORNIA STATE UNIVERSITY SAN BERNARDINO 5500 UNIVERSITY PARKWAY sAN BERNARDINO CA 92407 330644150 115(1) 3462972 fmv Art Collection THE ART COLLECTION AIDS IN THE EDUCATIONAL MISSION OF THE Santos Manuel Student Union of CA State University at San Bernardino 5500 UNIVERSITY PARKWAY saN BERNARDINO CA 92407 953104280 501(c) 37064 TO PROVIDE ASSISTANCE TO STUDENTS THAT MEET SPECIFIC CRITERIA. University Enterprises Corporation 5500 UNIVERSITY PARKWAY saN BERNARDINO CA 92407 956067343 501(c) 34683 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 387049 0 0 0 72000 0 79754 0 18943 0 557746 0 0 Dr Douglas Freer TREASURER 0 208674 0 0 0 0 0 54430 0 18581 0 281685 0 0 Dr Ronald Fremont EXECUTIVE DIRECTOR 0 202730 0 0 0 4800 0 51549 0 24740 0 283819 0 0 DR Alexandru Roman DIRECTOR 0 149685 0 0 0 0 0 21901 0 21317 0 192903 0 0 DR Dorothy CheN-MAYNARD DIRECTOR 0 126798 0 0 0 0 0 25780 0 8736 0 161314 0 0 DR Brian Haynes DIRECTOR 0 199983 0 0 0 0 0 51959 0 23703 0 275645 0 0 DR Sung-Kyoo Huh DIRECTOR 0 136572 0 0 0 0 0 29087 0 22944 0 188603 0 0 DR Samuel Sudhakar DIRECTOR 0 201325 0 0 0 0 0 51959 0 25240 0 278524 0 0 X 3 1017221 Fair Market Value X Miscellaneous 289 328422 Fair Market Value 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 -109,222. 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 UniverSITY ENTERPRISES CORPORATION AT CSUSB B 34683 FMV SANTOS MANUEL STUDENT UNION OF CA STATE University at San Bernardino B 37064 FMV UNIVERSITY ENTERPRISES CORPORATION AT CSUSB C 3915686 FMV CALIFORNIA STATE UNIVERSITY SAN BERNARDINO Q 116959 FMV Associated students California State University San Bernardino C 182000 FMV CALIFORNIA STATE UNIVERSITY SAN BERNARDINO P 232478 FMV CalifoRNIA STATE UNIVERSITY SAN BERNARDINO B 4773631 fmv