2015-04-13T20:53:50-05:00 2014-06-30 952662063 ROGERS ANDERSON MALODY & SCOTT LLP 735 E CARNEGIE DRIVE SUITE 100 SAN BERNARDINO CA 92408 990 2013-07-01 452255077 CSUSB PHILANTHROPIC FOUNDATION CSUS 9095375918 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 DOUGLAS FREER TREASURER 9095375918 2015-03-17 1 TERRY SHEA CPA P00165007 9098890871 2013 2016-02-25 16:41:14Z DOUGLAS FREER 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 13289337 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. 63 56 0 0 0 0 2248584 4728134 0 0 943139 1861508 0 633 3191723 6590275 1559731 1826737 0 0 0 0 0 0 0 1522513 1963924 3082244 3790661 109479 2799614 31390384 35884623 229628 158541 31160756 35726082 TO PROMOTE FUNDRAISING, ENCOURAGE DONATIONS FROM OUTSIDE PARTIES IN ORDER TO SUPPORT VARIOUS PROGRAMS AT CALIFORNIA STATE UNIVERSITY, SAN BERNARDINO. 0 0 1826737 1826737 SCHOLARSHIPS - COORDINATE SCHOLARSHIP DONATIONS WITH THE STUDENT AWARDED SCHOLARSHIPS. STUDENT AWARDS WERE 732. 1894768 OTHER ACTIVITIES - DESIGNATED GIFT ADMINISTRATION. 3721505 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 22 0 1 0 0 0 0 0 0 0 0 0 0 0 X 63 56 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 MARK EDWARDS VICE CHAIR 1.00 X X 0 0 0 JAMES FERGUSON SECRETARY 1.00 X X 0 0 0 RONALD FREMONT EXECUTIVE DIRECTOR 1.00 X X 0 188503 60792 ROBERT GARDNER TREASURER 1.00 X X 0 194260 60135 DR TOMAS MORALES PRESIDENT 1.00 X X 0 362190 77247 ELLEN WEISSER CHAIR 1.00 X X 0 0 0 ANDREW BODMAN DIRECTOR 1.00 X 0 208323 61255 HAAKON BROWN DIRECTOR 1.00 X 0 0 0 DOROTHY CHEN-MAYNARD DIRECTOR 1.00 X 0 89120 24677 BRIAN HAYNES DIRECTOR 1.00 X 0 54609 19327 MARGARET PERRY DIRECTOR 1.00 X 0 0 0 ANTHONY OCHOA DIRECTOR 1.00 X 0 0 0 SAMUEL SUDHAKAR DIRECTOR 1.00 X 0 0 0 AMRO ALBANNA DIRECTOR 1.00 X 0 0 0 MARIE ALONZO DIRECTOR 1.00 X 0 0 0 RONALD AUEN DIRECTOR 1.00 X 0 0 0 SHERRIE AUEN DIRECTOR 1.00 X 0 0 0 DONALD AVERILL DIRECTOR 1.00 X 0 0 0 GLENDA BAYLESS DIRECTOR 1.00 X 0 0 0 MICHAEL BRACKEN DIRECTOR 1.00 X 0 0 0 JACK BROWN DIRECTOR 1.00 X 0 0 0 BOB BURLINGAME DIRECTOR 1.00 X 0 0 0 ARTHUR BUTLER 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 CARL DAMERON DIRECTOR 1.00 X 0 0 0 SUNDIP DOSHI DIRECTOR 1.00 X 0 0 0 WILLIAM EASLEY DIRECTOR 1.00 X 0 0 0 GERALD FAWCETT DIRECTOR 1.00 X 0 0 0 MICHAEL GALLO DIRECTOR 1.00 X 0 0 0 PAUL GRANILLO DIRECTOR 1.00 X 0 0 0 BENSON HARER 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 KAENAL 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 MICHAEL MILLER 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 ALI RAZI 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 LARRY SHARP 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 0 0 DAVE STOCKTON DIRECTOR 1.00 X 0 0 0 EDWARD TEYBER DIRECTOR 1.00 X 0 85624 31976 BRUCE VARNER DIRECTOR 1.00 X 0 0 0 0 1182629 335409 6 0 1 0 0 208000 4520134 4728134 660818 660818 7899752 6699062 1200690 1200690 1200690 OTHER 900099 633 633 633 6590275 633 0 1861508 1826737 1826737 14738 14738 115981 115981 57285 57285 535232 525553 9679 80810 80810 38407 30104 8303 28738 28738 14857 1003 13854 REIMBURSEMENT OF PERSON 597406 597406 MISCELLANEOUS 480470 443150 37320 3790661 3721505 69156 0 1638131 2388353 4497593 4598898 683440 982015 65333 29974 285548 52650 41831 232898 21312719 24457753 3151337 3194732 31390384 35884623 229628 158541 229628 158541 X 35376 63806 13169584 17016311 17955796 18645965 31160756 35726082 31390384 35884623 2799614 1765712 0 X X 0 1 X 1 0 X 3525250 2248584 4728135 10501969 3525250 2248584 4728135 10501969 548955 9953014 606828 765636 660818 2033282 64440 633 65073 12600324 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3194732 X X X X 0 21312719 3626417 594629 707179 247835 24578751 19170823 2581473 686153 852789 198645 21312719 20535257 -685376 595857 83201 19170823 0.75860 0.24140 0 0 285548 52650 232898 232898 ART COLLECTION 3194732 3194732 X 8355987 1765712 1765712 6590275 0 6590275 3790661 0 3790661 0 3790661 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) 1826737 TO PROVIDE ASSISTANCE TO STUDENTS THAT MEET SPECIFIC CRITERIA. 1 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 RONALD FREMONT EXECUTIVE DIRECTOR 0 183565 0 0 0 4938 0 38678 0 22114 0 249295 0 0 ROBERT GARDNER TREASURER 0 193864 0 0 0 396 0 40550 0 19585 0 254395 0 0 DR TOMAS MORALES PRESIDENT 0 288571 0 0 0 73619 0 60305 0 16942 0 439437 0 0 ANDREW BODMAN DIRECTOR 0 207561 0 0 0 762 0 43669 0 17586 0 269578 0 0 X 11 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 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 525082 FMV CALIFORNIA STATE UNIVERSITY SAN BERNARDINO Q 631811 FMV UNIVERSITY ENTERPRISES CORPORATION AT CSUSB Q 102 FMV UNIVERSITY ENTERPRISES CORPORATION AT CSUSB P 432000 FMV ASSOCIATED STUDENTS CALIFORNIA STATE UNIVERSITY SAN BERNARDINO Q 2985 FMV SANTOS MANUEL STUDENT UNION OF CA STATE UNIVERSITY AT SAN BERNARDINO P 9153 FMV CALIFORNIA STATE UNIVERSITY SAN BERNARDINO C 796789 FMV CALIFORNIA STATE UNIVERSITY SAN BERNARDINO B 1744265 FMV ASSOCIATED STUDENTS CALIFORNIA STATE UNIVERSITY SAN BERNARDINO C 55430