2016-01-22T20:42:09-06:00 2015-06-30 953001179 WINDES INC PO BOX 87 LONG BEACH CA 908010087 990 2014-07-01 452163910 CSULB 49ER FOUNDATION CSUL 5629855778 6300 E STATE UNIVERSITY DR NO 332 LONG BEACH CA 90815 MARY STEPHENS CFO 5629855778 2016-01-12 1 DONITA M JOSEPH P00286656 5624351191 2016-01-07 2014 2016-04-25 22:37:26Z ANDREA TAYLOR 6300 E STATE UNIVERSITY DR NO 332 LONG BEACH CA 90815 19158468 0 X WWW.CSULB.EDU/SITES/49ERFOUNDATION/ X 2010 CA THE CSULB 49ER FOUNDATION IS AN INTEGRAL PARTNER WITH CALIFORNIA STATE UNIVERSITY, LONG BEACH IN THE UNIVERSITY'S DECLARE CAMPAIGN. THE CAMPAIGN SEEKS PHILANTHROPIC SUPPORT OF THE UNIVERSITY'S PRIORITIES: UNEQUALED ACCESS, TRANSFORMATION AND GREATER COMMUNITY. THE FOUNDATION SERVES AS THE PHILANTHROPIC ORGANIZATION FOR THE UNIVERSITY, RECEIVING, INVESTING, MANAGING AND DISBURSING CHARITABLE GIFTS IN SUPPORT OF STUDENTS, FACULTY AND PROGRAMS AS DESIGNATED BY OUR DONORS. 23 17 0 19 0 0 7319952 13104577 896639 375783 1075690 3501952 494 1880 9292775 16984192 2525678 3347308 0 0 0 0 0 0 1525406 3320854 5597595 5846532 8944903 3446243 8039289 74933001 79509101 1407296 850084 73525705 78659017 X THE CSULB 49ER FOUNDATION SEEKS, SECURES AND MANAGES PRIVATE SUPPORT FOR CALIFORNIA STATE UNIVERSITY, LONG BEACH. AS THE PHILANTHROPIC FOUNDATION FOR THE UNIVERSITY, ALL DONATIONS IN SUPPORT OF OUR STUDENTS, FACULTY, PROGRAMS AND COLLEGES ARE PROCESSED THROUGH THE FOUNDATION AND MADE AVAILABLE FOR THE PURPOSES OUR DONORS SPECIFY. THE CSULB 49ER FOUNDATION SUPPORTS THE EFFORTS OF UNIVERSITY STAFF IN THE DECLARE CAMPAIGN, THE UNIVERSITY'S FIRST COMPREHENSIVE FUNDRAISING CAMPAIGN. THIS CAMPAIGN AIMS TO RAISE $225 MILLION IN PRIVATE SUPPORT IN THREE PILLARS: UNEQUALLED ACCESS FOR CSULB STUDENTS, TRANSFORMATIONAL OPPORTUNITIES FOR STUDENTS AND FACULTY AND TO BUILD A GREATER COMMUNITY. 0 0 3347308 3347308 PROVIDE FINANCIAL SUPPORT TO STUDENTS IN THE FORM OF SCHOLARSHIPS. 3053279 375783 PROVIDE FINANCIAL SUPPORT TO FACULTY AND PROGRAMS AS PER THE DONORS' SPECIFIC INSTRUCTIONS. 6400587 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 0 0 1 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 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 23 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X MARY STEPHENS 5629855778 6300 E STATE UNVIERSITY DRIVE SUITE LONG BEACH CA 90815 ANDREA TAYLOR CEO / DIRECTOR 3.00 40.00 X X 0 189123 65325 MICHAEL LOSQUADRO COO / SECRETARY 25.00 15.00 X X 0 144353 33029 MARY STEPHENS CFO 1.00 40.00 X X 0 208823 55571 JANE CONOLEY CSULB PRESIDENT / DIRECTOR 1.00 40.00 X 0 122111 32417 DENNIS BERRYMAN DIRECTOR 1.00 X 0 0 0 MARY ALICE BRALY DIRECTOR 1.00 X 0 0 0 GEORGE DEUKMEJIAN DIRECTOR 1.00 X 0 0 0 CYNTHIA GRAFF DIRECTOR 1.00 X 0 0 0 GEORGIA GRIFFITHS DIRECTOR 1.00 X 0 0 0 ROBERTA JENKINS DIRECTOR 1.00 X 0 0 0 JOHN MOLINA DIRECTOR 1.00 X 0 0 0 TERRY RHODES DIRECTOR 1.00 X 0 0 0 MORT STUHLBARG DIRECTOR 1.00 X 0 0 0 BEVERLY O'NEILL BOARD CHAIR / DIRECTOR 1.00 X 0 0 0 PATRICK GOGGIN DIRECTOR 1.00 X 0 0 0 ROBERT MURPHY DIRECTOR 1.00 X 0 0 0 JOHN LEONARD DIRECTOR 1.00 X 0 0 0 LINDA HALEY DIRECTOR 1.00 X 0 0 0 LOUISE UKLEJA DIRECTOR 1.00 X 0 0 0 WENDY LEWIS DIRECTOR 1.00 X 0 0 0 ANNA NGAI DIRECTOR 1.00 X 0 0 0 TIM CARON DIRECTOR (AS OF MAY 2015) 1.00 X 0 0 0 JIM GRAY DIRECTOR 1.00 X 0 0 0 DANIEL O'CONNOR DIRECTOR (UNTIL MAY 2015) 1.00 X 0 13343 2868 0 677753 189210 0 0 1 0 CSULB RESEARCH FDN 6300 STATE UNIVERSITY DRIVE LONG BEACH CA 90815 PERSONNEL SERVICES 1273340 WELLS FARGO ADVISORS 6700 E PACIFIC COAST HWY STE 170 LONG BEACH CA 908034217 INVESTMENT MANAGEMENT SERVICES 270480 2 13104577 2259117 13104577 GIFT ADMINISTRATION FEES 900099 374783 374783 TICKET REVENUE 900099 1000 1000 375783 2944649 2944649 2731579 2174276 557303 557303 557303 MISCELLANEOUS 900099 1880 1880 1880 16984192 375783 0 3503832 X 3347308 3347308 242435 242054 381 270480 270480 1273340 665595 251947 355798 157937 7749 96321 53867 667953 355041 36663 276249 324053 13954 70313 239786 536287 517853 11653 6781 518273 487035 5570 25668 12813 205 12608 6970 3623 3347 CONTRACTUAL/CONSULTING 582744 465900 21525 95319 HOSPITALITY & FUNDRAISI 526345 290476 2767 233102 EQUIPMENT RENTAL 142973 142973 DUES & SUBSCRIPTIONS 34518 4674 29844 300474 246053 1391 53030 8944903 6400587 1018910 1525406 12756859 15445324 4905172 6754742 167686 49350 103213 68808 57000071 57190877 74933001 79509101 1407296 850084 1407296 850084 X 6742885 6854191 21819779 24139346 44963041 47665480 73525705 78659017 74933001 79509101 8039289 -2961903 55926 0 X 0 1 X 1 0 X 10144633 7319952 13104577 30569162 10144633 7319952 13104577 30569162 1624683 28944479 1041666 1247613 2944649 5233928 2780 494 1880 5154 35808244 2110731 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 57000071 2731579 492723 1081697 1132563 819236 57190877 50528887 1988615 7245848 998424 1033761 731094 57000071 45673652 5556905 701670 50528887 0.19000 0.74000 0.07000 0 0 0 13807735 -2961903 55926 -2905977 16713712 270480 270480 16984192 8674423 0 8674423 270480 270480 8944903 PART XI, LINE 2D - OTHER ADJUSTMENTS: PRIOR PERIOD REVENUE ADJUSTMENT 55,926. EAST ASIA AND THE PACIFIC FUNDRAISING 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 CSULB 1250 BELLFLOWER BLVD LONG BEACH CA 90812 931150363 PUBLIC UNIVERSITY 3347308 TO SUPPORT SCHOLARSHIPS AND OTHER CHARITABLE ACTIVITIES PROVIDED BY CSULB. 1 PART I, LINE 2: SCHOLARSHIP MONIES ARE AWARDED BY FACULTY TO CURRENTLY ENROLLED STUDENTS BASED UP IN THE SPECIFIC CRITERIA ESTABLISHED FOR EACH FUND. MOST REQUIRE AN APPLICATION AND SOME REQUIRE AN INTERVIEW AND/OR A PERFORMANCE OR ESSAY. TYPICAL CRITERIA MAY INCLUDE A MINIMUM GPA, MAJOR, FINANCIAL NEED OR DEMONSTRATED SERVICE. THE UNIVERSITY FACULTY DETERMINE THE AWARDS, VERIFIES ELIGIBILITY AND CREDITS THE STUDENT ACCOUNTS. THE UNIVERSITY THEN BILLS THE CSULB 49ER FOUNDATION FOR PAYMENT. ALL SCHOLARSHIPS ARE AWARDED VIA THE OFFICE OF FINANCIAL AID, WITH FUNDS BEING CREDITED TO THE STUDENT'S ACCOUNT. SCHEDULE I, PART I, LINE 1 CALIFORNIA STATE UNIVERSITY, LONG BEACH AND THE CSULB RESEARCH FOUNDATION MAINTAIN RECORDS SUBSTANTIATING THE USE OF PROGRAM SUPPORT AND SCHOLARSHIP GRANTS. 0 0 0 0 0 0 0 0 0 ANDREA TAYLOR CEO / DIRECTOR 0 189123 0 0 0 0 0 42815 0 22510 0 254448 0 0 MICHAEL LOSQUADRO COO / SECRETARY 0 144353 0 0 0 0 0 32122 0 907 0 177382 0 0 MARY STEPHENS CFO 0 208823 0 0 0 0 0 46941 0 8630 0 264394 0 0 JANE CONOLEY CSULB PRESIDENT / DIRECTOR 0 122111 0 0 0 0 0 29461 0 2956 0 154528 0 0 X 9 2259117 FMV 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTORS REPRESENTS THE NUMBER OF ITEMS CONTRIBUTED. PART I, LINE 32B: WE HAVE A GIFT ACCEPTANCE POLICY THAT IDENTIFIES ALL TYPES OF GIFTS WE WILL ACCEPT, AS WELL AS THE PROCESS AND COMMITTEE THAT WOULD REVIEW NON-STANDARD GIFTS. FORM 990, PART I, LINE 5 AND PART V, LINE 2 CSULB 49ER FOUNDATION DOES NOT FILE ANY FORM W-2 FOR EMPLOYEES DUE TO THE FACT THAT THEY ARE PAID FROM THE PAYROLL OF CSULB AND CSULB RESEARCH FOUNDATION. THE SALARIES AND WAGES AND RELATED EMPLOYEE EXPENSES ARE ALLOCATED BETWEEN THE ENTITIES BASED ON THE EMPLOYEE'S TIME SPENT ON WORK FOR EACH ACTIVITY. FORM 990, PART VI, SECTION B, LINE 11 THE AUDIT COMMITTEE REVIEWS THE FORM 990 AT A SCHEDULED MEETING. PRIOR TO FILING, THE BOARD IS PROVIDED WITH A COMPLETE COPY OF THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER SHALL INITIALLY AND ANNUALLY THEREAFTER RECEIVE, REVIEW, COMPLETE, SIGN, AND RETURN A RELATED PARTY QUESTIONNAIRE AND CONFLICT OF INTEREST CERTIFICATION. THE ORGANIZATION ENCOURAGES THE PROMPT DISCLOSURE OF ANY SUCH CONFLICT, REAL OR PERCEIVED, TO THE CEO FOR REVIEW AND DETERMINATION. IN THE CASE OF THE CEO, DISCLOSURE SHALL BE MADE TO THE BOARD CHAIR FOR REVIEW AND DETERMINATION CONSISTENT WITH THIS POLICY STATEMENT. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT HAVE ANY EMPLOYEE COMPENSATION POLICIES IN PLACE BECAUSE IT DOES NOT HAVE ANY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990, FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, AND GOVERNINNG DOCUMENTS ARE POSTED TO THE ORGANIZATION'S WEBSITE. FORM 990, PART IX, LINE 11G PAYMENTS TO CSULB RESEARCH FDN. FOR SALARIES & WAGES: PROGRAM SERVICE EXPENSES 531,382. MANAGEMENT AND GENERAL EXPENSES 164,833. FUNDRAISING EXPENSES 276,886. TOTAL EXPENSES 973,101. PAYMENTS TO CSULB RESEARCH FDN. FOR OTHER EMPLOYEE BENEFITS : PROGRAM SERVICE EXPENSES 110,231. MANAGEMENT AND GENERAL EXPENSES 62,001. FUNDRAISING EXPENSES 29,687. TOTAL EXPENSES 201,919. PAYMENTS TO CSULB RESEARCH FDN. FOR PENSION PLAN ACCRUALS: PROGRAM SERVICE EXPENSES 7,608. MANAGEMENT AND GENERAL EXPENSES 11,334. FUNDRAISING EXPENSES 28,533. TOTAL EXPENSES 47,475. PAYMENTS TO CSULB RESEARCH FDN. FOR PAYROLL TAXES: PROGRAM SERVICE EXPENSES 16,374. MANAGEMENT AND GENERAL EXPENSES 13,779. FUNDRAISING EXPENSES 20,692. TOTAL EXPENSES 50,845. CALIFORNIA STATE UNIVERSITY LONG BEACH 1250 BELLFLOWER BLVD LONG BEACH CA 90802 931150363 PUBLIC UNIVERSITY CA N/A 0 0 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 1