LONG BEACH STATE FOUNDATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- LONG BEACH STATE FOUNDATION (EIN 45-2163910)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2016-01-25
- IRS object ID
- 201620259349300042
- Schema version
- 2013v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-01-25T16:27:14-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 953001179 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WINDES INC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 87 | AddressLine1 |
| City | LONG BEACH | City |
| State | CA | State |
| ZIP Code | 908010087 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452163910 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CSULB 49ER FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CSUL | BusinessNameControlTxt |
| Phone | 5629855778 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6300 E STATE UNIVERSITY DR NO 332 | AddressLine1 |
| City | LONG BEACH | City |
| State | CA | State |
| ZIP Code | 90815 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARY STEPHENS | PersonNm |
| Person Title | CFO & TREASURER | PersonTitleTxt |
| Phone | 5629855778 | PhoneNum |
| Signature | 2016-01-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DONITA M JOSEPH | PreparerPersonNm |
| PTIN | P00286656 | PTIN |
| Phone | 5624351191 | PhoneNum |
| Preparation | 2016-01-25 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Principal Officer | ANDREA TAYLOR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6300 E STATE UNIVERSITY DR NO 332 | AddressLine1 |
| City | LONG BEACH | City |
| State | CA | State |
| ZIP Code | 90815 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $29,345,006 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CSULB.EDU/SITES/49ERFOUNDATION/ | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2010 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | RECEIVE CHARITABLE GIFTS ON BEHALF OF CALIFORNIA STATE UNIVERSITY, LONG BEACH; INVEST AND MANAGE THE FUNDS CONTRIBUTED; INVEST THE ENDOWED FUNDS TO SUPPORT CURRENT ACTIVITIES AND ENSURE INTERGENERATIONAL SUPPORT FOR THE SPECIFIC PURPOSES THE DONOR INDICATED. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 19 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,144,633 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,319,952 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $838,309 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $896,639 | CYProgramServiceRevenueAmt |
| PY Investment Income | $932,576 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,075,690 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,780 | PYOtherRevenueAmt |
| CY Other Revenue | $494 | CYOtherRevenueAmt |
| PY Total Revenue | $11,918,298 | PYTotalRevenueAmt |
| CY Total Revenue | $9,292,775 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $5,702,764 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,525,678 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $637,702 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,073,836 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,531,487 | PYOtherExpensesAmt |
| CY Other Expenses | $3,320,854 | CYOtherExpensesAmt |
| PY Total Expenses | $7,871,953 | PYTotalExpensesAmt |
| CY Total Expenses | $5,846,532 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,046,345 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,446,243 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $62,415,722 | TotalAssetsBOYAmt |
| Total Assets EOY | $74,933,001 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $218,065 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,407,296 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $62,197,657 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $73,525,705 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE SPECIFIC PURPOSE OF THIS CORPORATION IS TO PROMOTE AND ASSIST THE CALIFORNIA STATE UNIVERSITY, LONG BEACH ("CSULB") TO RECEIVE GIFTS, PROPERTY, AND FUNDS TO BE USED FOR THE BENEFIT OF CSULB, BY THE FOLLOWING: A) FOSTER, ENCOURAGE AND PROMOTE THE TEACHING, RESEARCH AND PUBLIC SERVICE ACTIVITIES OF CSULB; (B) PROMOTE PHILANTHROPY IN SUPPORT OF CSULB; (C) PROMOTE A GREATER AND BETTER UNDERSTANDING IN THE COMMUNITY OF CSULB'S PROPER ROLE, ITS POLICIES AND AFFAIRS, AND ITS DEVELOPMENT NEEDS; (D) PROVIDE FINANCIAL ASSISTANCE BY ALLOCATIONS, GIFTS AND OTHER MEANS TO CSULB, ITS SUPPORT GROUPS, UNDERGRADUATE AND GRADUATE STUDENTS AND FACULTY; AND (E) DO ANY OTHER ACT OR THING AND ENGAGE IN OR CARRY ON ANY OTHER ACTIVITY IN ANY MANNER CONNECTED WITH, OR INCIDENTAL TO, OR CALCULATED TO PROMOTE, ASSIST, AID OR ACCOMPLISH ANY OF THE AFORESAID PURPOSES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,929,245 | ExpenseAmt |
| Grant | $2,525,678 | GrantAmt |
| Revenue | $896,639 | RevenueAmt |
| Desc | PROVIDE FINANCIAL SUPPORT TO STUDENTS IN THE FORM OF SCHOLARSHIPS AND PROVIDE SUPPORT TO CSULB FOR UNIVERSITY PROGRAMS SUCH AS INSTRUCTION, PUBLIC SERVICE, ACEDEMIC SUPPORT AND STUDENT SERVICES. | Desc |
| Total Program Service Expenses | $3,929,245 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL LOSQUADRO | PersonNm |
| Phone | 5629855778 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6300 E STATE UNVIERSITY DRIVE SUITE | AddressLine1 |
| City | LONG BEACH | City |
| State | CA | State |
| ZIP Code | 90815 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| ANDREA TAYLOR | |||||||
| CEO / DIRECTOR | 5.00 | 40.00 | Yes (X) | Yes (X) | $0 | $187,556 | $61,409 |
| MICHAEL LOSQUADRO | |||||||
| COO / SECRETARY | 22.00 | 23.00 | Yes (X) | Yes (X) | $0 | $143,454 | $30,362 |
| MARY STEPHENS | |||||||
| CFO / TREASURER | 1.00 | 44.00 | Yes (X) | Yes (X) | $0 | $207,204 | $53,671 |
| DON PARA | |||||||
| DIRECTOR / CSULB PRESIDENT | 1.00 | 44.00 | Yes (X) | Yes (X) | $0 | $260,706 | $82,428 |
| DENNIS BERRYMAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARY ALICE BRALY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GEORGE DEUKMEJIAN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CYNTHIA GRAFF | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| GEORGIA GRIFFITHS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERTA JENKINS | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN MOLINA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| TERRY RHODES | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MORT STUHLBARG | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BEVERLY O'NEILL | |||||||
| BOARD CHAIR / DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PATRICK GOGGIN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT MURPHY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KALIEN CLARK | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LINDA HALEY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LOUISE UKLEJA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FRANK COLONNA | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANNA NGAI | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DANIEL O'CONNOR | |||||||
| DIRECTOR | 1.00 | 44.00 | Yes (X) | $0 | $115,828 | $40,741 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $914,748 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $268,611 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CSULB RESEARCH FOUNDATION | |||||
| 6300 STATE UNIVERSITY DR E STE 33 | LONG BEACH | CA | 90815 | PERSONNEL SERVICES | $962,522 |
| WELLS FARGO | |||||
| 6700 E PACIFIC COAST HWY STE 170 | LONG BEACH | CA | 908034217 | INVESTMENT MANAGEMENT SERVICES | $208,277 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $7,319,952 | AllOtherContributionsAmt |
| Noncash Contributions | $326,529 | NoncashContributionsAmt |
| Total Contributions | $7,319,952 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GIFT ADMINISTRATION FEES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $896,639 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $896,639 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $896,639 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,247,613 | TotalRevenueColumnAmt |
| Exclusion | $1,247,613 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,880,308 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $20,052,231 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$171,923 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$171,923 | TotalRevenueColumnAmt |
| Exclusion | -$171,923 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $494 | TotalRevenueColumnAmt |
| Exclusion | $494 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $494 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,292,775 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $896,639 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,076,184 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,525,678 | TotalAmt |
| Program Services | $2,525,678 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,000 | TotalAmt |
| Fundraising | $50,000 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240,000 | TotalAmt |
| Program Services | $231,266 | ProgramServicesAmt |
| Management And General | $1,707 | ManagementAndGeneralAmt |
| Fundraising | $7,027 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208,277 | TotalAmt |
| Management And General | $208,277 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $962,522 | TotalAmt |
| Program Services | $428,814 | ProgramServicesAmt |
| Management And General | $211,816 | ManagementAndGeneralAmt |
| Fundraising | $321,892 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,965 | TotalAmt |
| Management And General | $618 | ManagementAndGeneralAmt |
| Fundraising | $17,347 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $439,765 | TotalAmt |
| Program Services | $210,528 | ProgramServicesAmt |
| Management And General | $33,849 | ManagementAndGeneralAmt |
| Fundraising | $195,388 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $252,691 | TotalAmt |
| Program Services | $110,455 | ProgramServicesAmt |
| Management And General | $38,353 | ManagementAndGeneralAmt |
| Fundraising | $103,883 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,495 | TotalAmt |
| Management And General | $9,766 | ManagementAndGeneralAmt |
| Fundraising | $13,729 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,666 | TotalAmt |
| Program Services | $182,981 | ProgramServicesAmt |
| Fundraising | $19,685 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,944 | TotalAmt |
| Fundraising | $33,944 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,641 | TotalAmt |
| Program Services | $1,641 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| CONTRACTUAL/CONSULTING | $484,206 | $81,062 | $243,000 | $160,144 |
| HOSPITALITY & FUNDRAISI | $260,213 | $83,708 | $93,471 | $83,034 |
| DUES & SUBSCRIPTIONS | $35,248 | $1,750 | $33,498 | |
| SERVICES FOR FUNDS/AGEN | $11,618 | $11,618 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,603 | TotalAmt |
| Program Services | $73,112 | ProgramServicesAmt |
| Management And General | $844 | ManagementAndGeneralAmt |
| Fundraising | $22,647 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,846,532 | TotalAmt |
| Program Services | $3,929,245 | ProgramServicesAmt |
| Management And General | $843,451 | ManagementAndGeneralAmt |
| Fundraising | $1,073,836 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,467,064 | BOYAmt |
| EOY | $12,756,859 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,692,000 | BOYAmt |
| EOY | $4,905,172 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $590,155 | BOYAmt |
| EOY | $167,686 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,616 | BOYAmt |
| EOY | $103,213 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $50,528,887 | BOYAmt |
| EOY | $57,000,071 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,415,722 | BOYAmt |
| EOY | $74,933,001 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $218,065 | BOYAmt |
| EOY | $1,407,296 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $218,065 | BOYAmt |
| EOY | $1,407,296 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,962,093 | BOYAmt |
| EOY | $6,742,885 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,973,336 | BOYAmt |
| EOY | $21,819,779 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,262,228 | BOYAmt |
| EOY | $44,963,041 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,197,657 | BOYAmt |
| EOY | $73,525,705 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,415,722 | BOYAmt |
| EOY | $74,933,001 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,446,243 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,274,884 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $522,410 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $1,084,511 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $10,144,633 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,319,952 | CurrentTaxYearAmt |
| Total | $17,464,585 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $10,144,633 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,319,952 | CurrentTaxYearAmt |
| Total | $17,464,585 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $68,721 | SubstantialContributorsTotAmt |
| Public Support Total170 | $17,395,864 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $1,041,666 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,247,613 | CurrentTaxYearAmt |
| Total | $2,289,279 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $2,780 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $494 | CurrentTaxYearAmt |
| Total | $3,274 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $19,757,138 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,734,948 | GrossReceiptsRltdActivitiesAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $50,528,887 | BeginningYearBalanceAmt |
| Contributions | $1,988,615 | ContributionsAmt |
| Investment Earnings Or Losses | $7,245,848 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,032,185 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $731,094 | AdministrativeExpensesAmt |
| End Year Balance | $57,000,071 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | $45,673,652 | ContributionsAmt |
| Investment Earnings Or Losses | $5,556,905 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $701,670 | AdministrativeExpensesAmt |
| End Year Balance | $50,528,887 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.20000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.73000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.07000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $14,817,604 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $6,274,883 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$541,777 | OtherRevenueAmt |
| Revenue Not Reported | $5,733,106 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,084,498 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $208,277 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $208,277 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,292,775 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $5,638,255 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $5,638,255 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $208,277 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $208,277 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $5,846,532 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART XI, LINE 2D - OTHER ADJUSTMENTS: | FormAndLineReferenceDesc |
| Explanation | INVESTMENT FEES OFFSET BETWEEN REVENUE, ENDOWMENT INCOME AND NET POSITION -541,777. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EAST ASIA AND THE PACIFIC | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | FUNDRAISING | TypeOfActivitiesConductedTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CSULB | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 BELLFLOWER BLVD | AddressLine1 |
| City | LONG BEACH | City |
| State | CA | State |
| ZIP Code | 90812 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 931150363 | RecipientEIN |
| IRC Section | PUBLIC UNIVERSITY | IRCSectionDesc |
| Cash Grant | $2,525,678 | CashGrantAmt |
| Purpose Of Grant | TO SUPPORT SCHOLARSHIPS AND OTHER CHARITABLE ACTIVITIES PROVIDED BY CSULB. | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 1 | FormAndLineReferenceDesc |
| Explanation | CALIFORNIA STATE UNIVERSITY, LONG BEACH AND THE CSULB RESEARCH FOUNDATION MAINTAIN RECORDS SUBSTANTIATING THE USE OF PROGRAM SUPPORT AND SCHOLARSHIP GRANTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ANDREA TAYLOR | ||||||||||||||
| CEO / DIRECTOR | $0 | $187,298 | $0 | $0 | $0 | $258 | $0 | $39,295 | $0 | $22,114 | $0 | $248,965 | $0 | $0 |
| MICHAEL LOSQUADRO | ||||||||||||||
| COO / SECRETARY | $0 | $141,780 | $0 | $0 | $0 | $1,674 | $0 | $29,482 | $0 | $880 | $0 | $173,816 | $0 | $0 |
| MARY STEPHENS | ||||||||||||||
| CFO / TREASURER | $0 | $206,946 | $0 | $0 | $0 | $258 | $0 | $43,082 | $0 | $10,589 | $0 | $260,875 | $0 | $0 |
| DON PARA | ||||||||||||||
| DIRECTOR / CSULB PRESIDENT | $0 | $258,737 | $0 | $0 | $0 | $1,969 | $0 | $56,176 | $0 | $26,252 | $0 | $343,134 | $0 | $0 |
| DANIEL O'CONNOR | ||||||||||||||
| DIRECTOR | $0 | $115,828 | $0 | $0 | $0 | $0 | $0 | $19,578 | $0 | $21,163 | $0 | $156,569 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $326,529 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 WILL BE REVIEWING 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 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 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 IX, LINE 11G | PAYMENTS TO CSULB RESEARCH FDN. FOR SALARIES & WAGES: PROGRAM SERVICE EXPENSES 345,677. MANAGEMENT AND GENERAL EXPENSES 139,762. FUNDRAISING EXPENSES 252,322. TOTAL EXPENSES 737,761. PAYMENTS TO CSULB RESEARCH FDN. FOR OTHER EMPLOYEE BENEFITS : PROGRAM SERVICE EXPENSES 7,613. MANAGEMENT AND GENERAL EXPENSES 12,060. FUNDRAISING EXPENSES 18,107. TOTAL EXPENSES 37,780. PAYMENTS TO CSULB RESEARCH FDN. FOR PENSION PLAN ACCRUALS: PROGRAM SERVICE EXPENSES 64,857. MANAGEMENT AND GENERAL EXPENSES 48,118. FUNDRAISING EXPENSES 36,060. TOTAL EXPENSES 149,035. PAYMENTS TO CSULB RESEARCH FDN. FOR PAYROLL TAXES: PROGRAM SERVICE EXPENSES 10,667. MANAGEMENT AND GENERAL EXPENSES 11,876. FUNDRAISING EXPENSES 15,403. TOTAL EXPENSES 37,946. |
| AMENDED RETURN | SUBSEQUENT TO ISSUANCE OF THE FINANCIAL STATEMENTS FOR THE YEAR ENDED JUNE 30, 2014, CSULB 49ER FOUNDATION DETERMINED THAT APPROXIMATELY $540,000 OF PLEDGE RECEIVABLE SHOULD HAVE BEEN RECORDED DURING THE FISCAL YEAR 2013 WHEN IT WAS DETERMINED TO BE AN IRREVOCABLE PLEDGE AGREEMENT. AS SUCH, THE FINANCIAL STATEMENTS HAVE BEEN RESTATED AS OF JULY 1, 2013 FOR THE CORRECTION OF THE ERROR. AS PART OF THE ADJUSTMENT FOR THE PLEDGE RECEIVABLE, THE CURRENT YEAR CONTRIBUTIONS INCREASED BY $17,540. IN THE RESTATEMENT, THE FINANCIAL STATEMENTS WERE ALSO ADJUSTED FOR A DECREASE IN INVESTMENT MANAGEMENT FEES IN THE AMOUNT OF $541,777. SEE PART IX, LINE 11(F). ADDITIONALLY, THE FOUNDATION MADE A CHANGE IN THE ALLOCATION OF FUNCTIONAL EXPENSES REPORTED ON PART IX. THE FOUNDATION HAS ADOPTED A FUND BASED APPROACH FOR TRACKING THEIR EXPENSES. THE NEW PROCESS ALLOWS FOR A MORE ACCURATE DISPLAY OF HOW EXPENSES ARE DIVIDED BETWEEN PROGRAM SERVICE, MANAGEMENT & GENERAL, AND FUNDRAISING. |
| FORM 990, PART XI, LINE 9: | TRANSFER OF NET POSITION FROM CSULB RESEARCH FOUNDATION 1,626,288. INVESTMENT FEES OFFSET BETWEEN REVENUE, ENDOWMENT INCOME AND NET POSITION -541,777. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA STATE UNIVERSITY LONG BEACH | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1250 BELLFLOWER BLVD | AddressLine1 |
| City | LONG BEACH | City |
| State | CA | State |
| ZIP Code | 90802 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 931150363 | EIN |
| Primary Activities | PUBLIC UNIVERSITY | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Comments