2016-05-11T17:04:24-05:00 2015-06-30 952662063 ROGERS ANDERSON MALODY & SCOTT LLP 735 E CARNEGIE DRIVE SUITE 100 SAN BERNARDINO CA 92408 990 2014-07-01 452255077 CSUSB PHILANTHROPIC FOUNDATION CSUS 9095375918 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 DOUGLAS FREER TREASURER 9095375918 2016-05-02 1 TERRY SHEA CPA P00165007 9098890871 2014 2016-08-17 19:52:53Z DOUGLAS FREER 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 17747897 0 X HTTP://CSUSBFOUNDATION.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. 80 69 0 0 0 0 4728134 3891518 0 0 1861508 1264161 633 1208 6590275 5156887 1826737 1055580 0 0 0 0 0 0 0 1963924 2389666 3790661 3445246 2799614 1711641 35884623 36981191 158541 627451 35726082 36353740 TO PROMOTE FUNDRAISING, ENCOURAGE DONATIONS FROM OUTSIDE PARTIES IN ORDER TO SUPPORT VARIOUS PROGRAMS AT CALIFORNIA STATE UNIVERSITY, SAN BERNARDINO. 0 0 1055580 1055580 SCHOLARSHIPS - COORDINATE SCHOLARSHIP DONATIONS WITH THE STUDENT AWARDED SCHOLARSHIPS. STUDENT AWARDS WERE 725. 2306478 OTHER ACTIVITIES - DESIGNATED GIFT ADMINISTRATION. 3362058 1 1 0 0 0 0 0 1 0 1 1 0 0 1 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 1 0 0 0 1 0 0 0 1 42 0 1 0 0 0 0 0 0 0 0 0 0 0 X 80 69 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 X X 0 362347 82427 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 X X 0 58852 18126 DR RONALD FREMONT EXECUTIVE DIRECTOR 1.00 X X 0 192604 65114 JAMES FERGUSON SECRETARY 1.00 X X 0 0 0 ANDREW BODMAN DIRECTOR 1.00 X 0 213245 65233 HAAKON BROWN DIRECTOR 1.00 X 0 0 0 DOROTHY CHEN-MAYNARD DIRECTOR 1.00 X 0 103717 26426 BRIAN HAYNES DIRECTOR 1.00 X 0 187756 65830 SUNG-KYOO HUH DIRECTOR 1.00 X 0 0 0 MARGARET PERRY DIRECTOR 1.00 X 0 0 0 ALFREDO BARCENAS DIRECTOR 1.00 X 0 0 0 SAMUEL SUDHAKAR DIRECTOR 1.00 X 0 188308 65231 AMRO ALBANNA DIRECTOR 1.00 X 0 0 0 MARIE ALONZO DIRECTOR 1.00 X 0 0 0 DONALD AVERILL DIRECTOR 1.00 X 0 0 0 MICHAEL BRACKEN 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 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 JAMES FERGUSON DIRECTOR 1.00 X 0 0 0 PAUL GRANILLO 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 DOBBIN LO DIRECTOR 1.00 X 0 0 0 PAUL MATA DIRECTOR 1.00 X 0 0 0 BARBARA MCGEE DIRECTOR 1.00 X 0 0 0 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 DONOVAN RINKER-MORRIS 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 X 0 10240 0 EDWARD TEYBER DIRECTOR 1.00 X 0 47232 90 BRUCE VARNER DIRECTOR 1.00 X 0 0 0 0 1364301 388477 0 0 1 0 0 178922 3712596 3891518 1053938 1053938 12801233 12591010 210223 210223 210223 OTHER 900099 1208 1208 1208 5156887 1208 0 1264161 1055580 1055580 150120 150120 103867 103867 1096478 1061609 34869 63358 57634 5724 59699 31166 28533 57065 57065 18134 4072 14062 REIMBURSEMENTS OF PERSO 741494 741494 MISCELLANEOUS 99451 99451 3445246 3362058 83188 0 2388353 3204494 4598898 4643510 982015 1162639 29974 3129 293683 109715 232898 183968 24457753 24508041 3194732 3275410 35884623 36981191 158541 620409 0 7042 158541 627451 X 63806 155362 17016311 16660345 18645965 19538033 35726082 36353740 35884623 36981191 1711641 -1083983 0 X X 0 1 X 1 0 X 3525250 2248584 4728135 3891518 14393487 3525250 2248584 4728135 3891518 14393487 95646 14297841 606828 765636 660818 1053938 3087220 64440 633 1208 66281 17546988 0.81480 0.75260 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3204432 X X X X 0 24578751 44527 986967 579504 429862 24600879 21312719 3626417 594629 707179 247835 24578751 19170823 2581473 686153 852789 198645 21312719 20535257 -685376 595857 83201 19170823 0.79420 0.20580 0 0 293683 109715 183968 183968 ART COLLECTION 3204432 CONSTRUCTION IN PROGRESS 70978 3275410 X 4072904 -1083983 -1083983 5156887 0 5156887 3445246 0 3445246 0 3445246 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. PART X, LINE 2: THE ORGANIZATION HAS EVALUATED ITS TAX POSITIONS AND THE CERTAINTY AS TO WHETHER THOSE TAX POSITIONS WILL BE SUSTAINED IN THE EVENT OF AN AUDIT BY TAXING AUTHORITIES AT THE FEDERAL AND STATE LEVELS. THE PRIMARY TAX POSITIONS EVALUATED ARE RELATED TO THE FOUNDATION'S QUALIFICATION AS A TAX-EXEMPT ORGANIZATION AND WHETHER THERE IS UNRELATED BUSINESS INCOME ACTIVITIES CONDUCTED THAT WOULD BE TAXABLE. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS ARE MORE LIKELY THAN NOT (>50%) OF BEING SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURES OF UNCERTAIN TAX POSITIONS ARE REQUIRED. 1 CALIFORNIA STATE UNIVERSITY SAN BERNARDINO 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 330644150 115(1) 1055580 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 288763 0 0 0 73584 0 65207 0 17220 0 444774 0 0 DR RONALD FREMONT EXECUTIVE DIRECTOR 0 187546 0 0 0 5058 0 42604 0 22510 0 257718 0 0 ANDREW BODMAN DIRECTOR 0 212483 0 0 0 762 0 48102 0 17131 0 278478 0 0 BRIAN HAYNES DIRECTOR 0 187618 0 0 0 138 0 42720 0 23110 0 253586 0 0 SAMUEL SUDHAKAR DIRECTOR 0 188218 0 0 0 90 0 42721 0 22510 0 253539 0 0 X 5 0 0 1 0 PART I, COLUMN (B): THE ORGANIZATION PROCESSED NO IN-KIND GIFTS WITH A DETERMINED VALUE GREATER THAN $5,000 DURING THE CURRENT YEAR. PART I, LINE 33: THE FOUNDATION IS ELECTING, AS ALLOWED UNDER SFAS 116, TO REPORT ON FORM 990, PART X, LINE 15 WORKS OF ART, HISTORICAL TREASURES, AND OTHER SIMILAR ASSETS HELD FOR PUBLIC EXHIBITION, EDUCATION, AND RESEARCH IN FURTHERANCE OF ITS DEFINED MISSION. 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 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 237526 FMV CALIFORNIA STATE UNIVERSITY SAN BERNARDINO Q 39612 FMV UNIVERSITY ENTERPRISES CORPORATION AT CSUSB Q 0 FMV ASSOCIATED STUDENTS CALIFORNIA STATE UNIVERSITY SAN BERNARDINO P FMV SANTOS MANUEL STUDENT UNION OF CA STATE UNIVERSITY AT SAN BERNARDINO P 8574 FMV CALIFORNIA STATE UNIVERSITY SAN BERNARDINO B 1241271 FMV ASSOCIATED STUDENTS CALIFORNIA STATE UNIVERSITY SAN BERNARDINO C 109800 FMV UNIVERSITY ENTERPRISES CORPORATION AT CSUSB P 490282 FMV CALIFORNIA STATE UNIVERSITY SAN BERNARDINO C 62111 FMV