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 956067343 UNIVERSITY ENTERPRISES CORPORATION AT CSUSB UNIV 9095375918 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 DOUG FREER TREASURER 9095375918 2016-05-02 1 TERRY SHEA CPA P00165007 9098890871 2014 2016-08-17 19:52:53Z DOUG FREER 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 27512809 0 X UEC.CSUSB.EDU X 1962 CA TO PROMOTE AND ASSIST IN EDUCATION, ADMINISTRATION, AND RELATED SERVICES OF CALIFORNIA STATE UNIVERSITY, SAN BERNARDINO. 13 4 1023 116 0 0 21364456 22464711 3522736 2091827 533957 438309 0 0 25421149 24994847 0 0 0 0 9100116 10769939 0 0 0 13577279 14125763 22677395 24895702 2743754 99145 17765141 26196600 10259256 20260010 7505885 5936590 X TO PROMOTE AND ASSIST IN EDUCATION, ADMINISTRATION, AND RELATED SERVICES OF CALIFORNIA STATE UNIVERSITY, SAN BERNARDINO. 0 0 23565612 1221520 GRANTS AND CONTRACTS - PROVIDE STAFF SALARIES; OPERATING SUPPLIES; BOOKS AND MATERIALS; TUITION, STIPENDS AND EQUIPMENT. GRANTS ARE FOR RESEARCH, TEACHING AND COMMUNITY SERVICE PROJECTS. 499588 148612 CHILDREN'S & INFANT CENTERS 151765 963702 OTHER ACTIVITIES - ALUMNI ASSOCIATION, BOOKSTORE, FOOD SERVICES, VENDING & PC LAB. 151765 963702 24216965 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 84 0 1 1023 1 0 0 0 0 0 0 0 0 X 13 4 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X LISA IANNOLO 9095373922 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 TOMAS MORALES CEO 1.00 40.00 X X 0 362347 82427 EDWARD TEYBER CHAIR 1.00 40.00 X X 0 47232 90 LOIS CARSON VICE CHAIR 1.00 X X 0 0 0 DOUGLAS FREER SECRETARY/TREASURER 1.00 40.00 X X 0 58854 18126 ANDREW BODMAN DIRECTOR 1.00 40.00 X 0 213245 65233 RONALD FREMONT DIRECTOR 1.00 40.00 X 0 192604 65114 BRIAN HAYNES DIRECTOR 1.00 40.00 X 0 187756 65831 SAM SUDHAKAR DIRECTOR 1.00 40.00 X 0 188308 65231 YASHA KARANT DIRECTOR 1.00 40.00 X 0 97212 19281 JOSEPHINE MENDOZA DIRECTOR 1.00 40.00 X 0 100962 31517 ALFREDO BARCENAS DIRECTOR 1.00 X 0 0 0 DOROTHY CHEN-MAYNARD DIRECTOR 1.00 40.00 X 0 103717 26426 VAL ZELLMER DIRECTOR 1.00 X 0 0 0 0 1552237 439276 0 0 1 0 EVALUATION & DEVELOPMENT ASSOC LLC 530 S LAKE AVENUE 401 PASADENA CA 91101 CONSULTING 154069 DENISE M LEONHARDT PO BOX 21 HIGHLAND CA 92346 103069 2 22464711 22464711 GRANTS & CONTRACTS 611310 979513 979513 OTHER SERVICES (ALUMNI, BOOKSTORE 611310 963702 963702 CHILDREN'S & INFANT CENTERS 611310 148612 148612 2091827 242007 242007 2714264 2517962 196302 196302 196302 24994847 2091827 0 438309 7826788 7759362 67426 2943151 3031433 -88282 128994 64497 64497 8343 8343 569843 433800 136043 29168 29168 7374 7374 2608879 2405222 203657 733468 720461 13007 75905 75905 414898 286599 128299 102277 21938 80339 CONTRACT SERVICES- OTHE 4551485 4515245 36240 STIPENDS, ROOM & BOARD 4116115 4116115 SMALL EQUIPMENT PURCHAS 421819 421819 MISCELLANEOUS 357195 357195 24895702 24216965 678737 0 7162202 12747196 2324319 5625396 124268 22131 7262436 4687688 2697504 2574748 26905 24444 5429943 5202685 17765141 26196600 3322673 4238317 5018893 6936583 11002800 10259256 20260010 X 3326539 1941029 4179346 3995561 7505885 5936590 17765141 26196600 X 99145 -286228 -1206397 -175815 X X 0 1 X 1 1 1 X 28307353 22749699 20178491 21364457 22464711 115064711 28307353 22749699 20178491 21364457 22464711 115064711 115064711 783227 143177 201642 252878 242007 1622931 116687642 0.98610 0.94750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4640 4640 3936573 2355801 1580772 439320 390817 48503 2860943 1941070 919873 20960 20960 2574748 OTHER INVESTMENTS 5202685 5202685 LIABILITY TO BENEFICIARIES 1771562 POST-RETIREMENT MEDICAL BENEFITS 4734795 LIABILITIES FOR PENSION BENEFITS 4496443 11002800 X 24532804 -286228 -175815 -462043 24994847 0 24994847 24895702 0 24895702 0 24895702 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 UEC'S CONTINUED 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN FMV OF SPLIT INTEREST AGREEMENTS -175,815. X X 0 0 0 0 0 0 0 0 0 TOMAS MORALES CEO 0 288763 0 0 0 73584 0 65207 0 17220 0 444774 0 0 ANDREW BODMAN DIRECTOR 0 212483 0 0 0 762 0 48102 0 17131 0 278478 0 0 RONALD FREMONT DIRECTOR 0 187546 0 0 0 5058 0 42604 0 22510 0 257718 0 0 BRIAN HAYNES DIRECTOR 0 187618 0 0 0 138 0 42721 0 23110 0 253587 0 0 SAM SUDHAKAR DIRECTOR 0 188218 0 0 0 90 0 42721 0 22510 0 253539 0 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 B, LINE 15 COMPARABILITY STUDIES ARE USED. THE GOVERNING BOARD APPROVES THE SALARY FOR THE EXECUTIVE DIRECTOR. 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 FMV OF SPLIT INTEREST AGREEMENTS -175,815. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED SINCE 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 CSUSB PHILANTHROPIC FOUNDATION 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 452255077 ADMINISTER GIFTS AND SCHOLARSHIPS FOR CSUSB CA 501 (C) LINE 5 0 ASSOCIATED STUDENTS CALIFORNIA STATE UNIVERSITY SAN BERNARDINO 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 956126562 ASSISTING IN RETENTION AND DEVELOPMENT OF STUDENTS 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 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 CALIFORNIA STATE UNIVERSITY SAN BERNARDINO P 6481610 FMV CALIFORNIA STATE UNIVERSITY SAN BERNARDINO Q 892882 FMV CALIFORNIA STATE UNIVERSITY SAN BERNARDINO S FMV CSUSB PHILANTHROPIC FOUNDATION P FMV CSUSB PHILANTHROPIC FOUNDATION Q 490282 FMV CSUSB PHILANTHROPIC FOUNDATION S FMV SANTOS MANUEL STUDENT UNION OF CA STATE UNIVERSITY AT SAN BERNARDINO P 47098 FMV ASSOCIATED STUDENTS CALIFORNIA STATE UNIVERSITY SAN BERNARDINO Q 496 FMV