2017-02-10T13:07:04-06:00 2016-06-30 952662063 ROGERS ANDERSON MALODY & SCOTT LLP 735 E CARNEGIE DRIVE SUITE 100 SAN BERNARDINO CA 92408 990 2015-07-01 452255077 CSUSB PHILANTHROPIC FOUNDATION CSUS 9095375918 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 DOUGLAS FREER TREASURER 9095375918 2017-02-01 1 TERRY SHEA CPA P00165007 9098890871 2015 2021-01-29 14:40:06Z DOUGLAS FREER 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 17403110 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. 48 36 0 0 0 0 3891518 13327454 0 0 1264161 1025896 1208 690 5156887 14354040 1055580 1237397 0 0 0 0 0 0 0 2389666 2731342 3445246 3968739 1711641 10385301 36981191 45445025 627451 310751 36353740 45134274 TO PROMOTE FUNDRAISING, ENCOURAGE DONATIONS FROM OUTSIDE PARTIES IN ORDER TO SUPPORT VARIOUS PROGRAMS AT CALIFORNIA STATE UNIVERSITY, SAN BERNARDINO. 0 0 1237397 1237397 SCHOLARSHIPS - COORDINATE SCHOLARSHIP DONATIONS WITH THE STUDENT AWARDED SCHOLARSHIPS. STUDENT AWARDS WERE 739. 2585964 DESIGNATED GIFT ADMINISTRATION - PROVIDE SERVICES IN SUPPORT OF DESIGNATED GIFT AND ENDOWMENT FUNDS. 3823361 1 1 0 0 0 0 0 1 0 1 1 0 0 1 0 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 36 0 1 0 0 0 0 0 0 0 0 0 0 0 X 48 36 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 451053 78814 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 205452 68317 DR RONALD FREMONT EXECUTIVE DIRECTOR 1.00 40.00 X X 0 202061 70638 JAMES FERGUSON SECRETARY 1.00 X X 0 0 0 DR JUAN DELGADO DIRECTOR 1.00 40.00 X 0 155749 59291 DR ALEXANDRU ROMAN DIRECTOR 1.00 40.00 X 0 119962 36830 DR DOROTHY CHEN-MAYNARD DIRECTOR 1.00 40.00 X 0 105566 31803 DR BRIAN HAYNES DIRECTOR 1.00 40.00 X 0 197689 51125 DR SUNG-KYOO HUH DIRECTOR 1.00 40.00 X 0 139691 48544 MARGARET PERRY DIRECTOR 1.00 40.00 X 0 101693 29119 BRYCE DAVIS DIRECTOR 1.00 X 0 0 0 DR SAMUEL SUDHAKAR DIRECTOR 1.00 40.00 X 0 198157 50609 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 DR 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 23891 0 DR EDWARD TEYBER DIRECTOR 1.00 1.00 X 0 38394 0 BRUCE VARNER DIRECTOR 1.00 X 0 0 0 0 1939358 525090 0 0 1 0 0 148682 13178772 258540 13327454 875205 875205 3199761 3049070 150691 150691 150691 OTHER 900099 690 690 690 14354040 690 0 1025896 1237397 1237397 1669 1669 185233 185233 77957 77957 358667 358667 64251 64251 1220005 1149655 70350 47840 43674 4166 103670 47609 56061 53139 52566 573 16594 4035 12559 REIMB. OF PERSONNEL COS 423692 423692 CAPITAL OUTLAY 78480 78480 STIPENDS, ROOM AND BOAR 69169 69169 MISCELLANEOUS 30976 30976 3968739 3823361 145378 0 3204494 2738805 4643510 4760299 1162639 10976080 3129 510 300528 162818 183968 137710 24508041 23297671 3275410 3533950 36981191 45445025 620409 291807 7042 18944 627451 310751 X 155362 162052 16660345 15468961 19538033 29503261 36353740 45134274 36981191 45445025 10385301 -1604768 0 X X 0 1 X 1 0 X 3525250 2248584 4728135 3891518 3327454 17720941 3525250 2248584 4728135 3891518 3327454 17720941 17720941 606828 765636 660818 1053938 1025896 4113116 64440 633 1208 690 66971 21901028 0.80910 0.75260 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2011 AMOUNT: $ 64,440. 2013 AMOUNT: $ 633. 2014 AMOUNT: $ 1,208. 2015 AMOUNT: $ 690. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 258540 3462972 X X X X 0 24600879 8461337 807610 750855 314330 32804641 24578751 44527 986967 579504 429862 24600879 21312719 3626417 594629 707179 247835 24578751 19170823 2581473 686153 852789 198645 21312719 20535257 -685376 595857 83201 19170823 0.89940 0.10060 0 0 300528 162818 137710 137710 ART COLLECTION 3462972 CONSTRUCTION IN PROGRESS 70978 3533950 12749273 -1604768 -1604768 14354041 0 14354041 3968739 0 3968739 0 3968739 PART III, LINE 4: THE FOUNDATION'S ART COLLECTION AIDS IN THE EDUCATIONAL MISSION OF THE CALIFORNIA STATE UNIVERSITY, SAN BERNARDINO. IT IS USED AS A STUDY AID FOR ART STUDENTS AS WELL AS AN EDUCATIONAL OPPORTUNITY FOR LOCAL ELEMENTARY AND HIGH SCHOOL STUDENTS IN THE COMMUNITY. PART V, LINE 4: ENDOWMENT FUNDS ARE USED PRIMARILY FOR DESIGNATED SCHOLARSHIPS. THERE ARE SOME FUNDS THAT ARE DESIGNATED TO SUPPORT PROGRAM FUNCTIONS. 1 CALIFORNIA STATE UNIVERSITY SAN BERNARDINO 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 330644150 115(1) 1237397 TO PROVIDE ASSISTANCE TO STUDENTS THAT MEET SPECIFIC CRITERIA. 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 379053 0 0 0 72000 0 61678 0 17136 0 529867 0 0 DR DOUGLAS FREER TREASURER 0 205452 0 0 0 0 0 50946 0 17371 0 273769 0 0 DR RONALD FREMONT EXECUTIVE DIRECTOR 0 202061 0 0 0 0 0 48250 0 22388 0 272699 0 0 DR JUAN DELGADO DIRECTOR 0 154173 0 0 0 1576 0 36103 0 23188 0 215040 0 0 DR ALEXANDRU ROMAN DIRECTOR 0 119962 0 0 0 0 0 19656 0 17174 0 156792 0 0 DR BRIAN HAYNES DIRECTOR 0 197689 0 0 0 0 0 27717 0 23408 0 248814 0 0 DR SUNG-KYOO HUH DIRECTOR 0 139691 0 0 0 0 0 26498 0 22046 0 188235 0 0 DR SAMUEL SUDHAKAR DIRECTOR 0 198157 0 0 0 0 0 27717 0 22892 0 248766 0 0 X 7 258540 APPRAISAL 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 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 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 420441 FMV CALIFORNIA STATE UNIVERSITY SAN BERNARDINO Q 66848 FMV UNIVERSITY ENTERPRISES CORPORATION AT CSUSB P 293248 FMV UNIVERSITY ENTERPRISES CORPORATION AT CSUSB Q 77256 FMV ASSOCIATED STUDENTS CALIFORNIA STATE UNIVERSITY SAN BERNARDINO B 5000 FMV SANTOS MANUEL STUDENT UNION OF CA STATE UNIVERSITY AT SAN BERNARDINO B 20936 FMV UNIVERSITY ENTERPRISES CORPORATION AT CSUSB B 28768 FMV CALIFORNIA STATE UNIVERSITY SAN BERNARDINO B 1853496 FMV ASSOCIATED STUDENTS CALIFORNIA STATE UNIVERSITY SAN BERNARDINO C 110750 FMV ASSOCIATED STUDENTS CALIFORNIA STATE UNIVERSITY SAN BERNARDINO Q 114750 FMV SANTOS MANUEL STUDENT UNION OF CA STATE UNIVERSITY AT SAN BERNARDINO Q 350 FMV