2014-02-14T18:48:44-06:00 2013-06-30 952662063 ROGERS ANDERSON MALODY & SCOTT LLP 735 E CARNEGIE DRIVE SUITE 100 SAN BERNARDINO CA 92408 990 2012-07-01 956067343 UNIVERSITY ENTERPRISES CORPORATION AT CSUSB UNIV 9095375918 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 ROBERT GARDNER 9095375918 2014-02-12 1 TERRY SHEA P00165007 9098890871 2012 2015-11-30 17:44:51Z ROBERT GARDNER 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 25153800 0 X UEC.CSUSB.EDU X 1962 CA TO PROMOTE AND ASSIST IN EDUCATION, ADMINISTRATION, AND RELATED SERVICES OF CALIFORNIA STATE UNIVERSITY, SAN BERNARDINO. 12 4 963 186 0 0 22749699 20178491 3830702 3529367 109933 359933 0 0 26690334 24067791 0 2013500 0 0 10824544 9725596 0 0 0 14045341 13903161 24869885 25642257 1820449 -1574466 18860619 17121466 12397740 12191723 6462879 4929743 X TO PROMOTE AND ASSIST IN EDUCATION, ADMINISTRATION, AND RELATED SERVICES OF CALIFORNIA STATE UNIVERSITY, SAN BERNARDINO. 0 0 21738048 2013500 2171365 GRANTS AND CONTRACTS - PROVIDE STAFF SALARIES; OPERATING SUPPLIES; BOOKS AND MATERIALS; TUITION, STIPENDS AND EQUIPMENT. GRANTS ARE FOR RESEARCH, TEACHING AND COMMUNITY SERVICE PROJECTS. 644600 235999 CHILDREN'S & INFANT CENTERS 2248301 1122003 OTHER ACTIVITIES - ALUMNI ASSOCIATION, BOOKSTORE, FOOD SERVICES, VENDING & PC LAB. 2248301 1122003 24630949 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 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 128 0 1 963 1 0 0 0 0 0 0 0 0 0 0 X 12 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 1.00 40.00 X X 0 107372 21449 EDWARD TEYBER 1.00 40.00 X X 0 98493 38404 LOIS CARSON 1.00 X X 0 0 0 ROBERT GARDNER 1.00 40.00 X X 0 197713 59373 DOROTHY CHEN-MAYNARD 1.00 40.00 X 0 94105 22773 FRANK RINCON 1.00 40.00 X 0 152238 43733 JOSEPHINE MENDOZA 1.00 40.00 X 0 100237 26827 BOB BROWN 1.00 X 0 0 0 VAL ZELLMER 1.00 X 0 0 0 ANDREW BODMAN 1.00 40.00 X 0 207926 56952 HAPPY ALMOGELA 1.00 40.00 X 0 96222 50041 JIMMY WALKER 1.00 X 0 0 0 KRISTINE A ALEXANDER 40.00 X 109364 0 21686 109364 1054306 341238 1 0 1 0 EVALUATION & DEVELOPMENT ASSOC LLC 530 S LAKE AVENUE 401 PASADENA CA 91101 EDUCATION 153531 1 20178491 20178491 GRANTS & CONTRACTS 611310 2171365 2171365 OTHER SERVICES (ALUMNI, BOOKSTORE 611310 1122003 1122003 CHILDREN'S & INFANT CENTERS 611310 235999 235999 3529367 201641 201641 1244301 1085084 925 159217 -925 158292 158292 24067791 3529367 0 359933 2013500 2013500 131050 131050 7703778 7204229 499549 1890768 2168530 -277762 310864 195685 115179 6688 6688 490659 346313 144346 26812 26812 10888 10888 2539242 2374654 164588 568070 514846 53224 165031 163576 1455 91387 91387 400419 194698 205721 92093 20585 71508 STIPENDS, ROOM & BOARD 5384646 5384646 CONTRACT SERVICES- OTHE 2913034 2913034 CAPITAL OUTLAY 726497 726497 MISCELLANEOUS 176831 176831 25642257 24630949 1011308 0 6124807 6083554 2800614 3081127 103255 33583 6811364 3883489 5057385 2927875 51645 28357 4722913 4966970 18860619 17121466 2488645 3438827 9909095 8752896 12397740 12191723 X 668837 1017040 5794042 3912703 6462879 4929743 18860619 17121466 X -1574466 135073 -93743 X X 0 1 X 1 1 1 X 33022293 30104247 28307353 22749699 20178491 134362083 33022293 30104247 28307353 22749699 20178491 134362083 134362083 962052 609837 783227 143177 201642 2699935 4246004 4812224 9058228 146120246 0.91950 0.90110 X SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: PART II, LINE 10 - OTHER INCOME: NATURE AND SOURCE 2012 2011 2010 2009 2008 COMMISSIONS 0 0 0 1,127,445 1,223,713 MISCELLANEOUS 0 0 0 86,820 161,059 INDIRECT COST RECOVERY 0 0 0 2,757,239 2,135,815 OTHER REVENUE 0 0 0 840,720 725,417 TOTAL $0 $0 $0 $4,812,224 $4,246,004 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4640 4640 3928718 2135795 1792923 439321 327038 112283 2438685 1420656 1018029 2927875 OTHER INVESTMENTS 4966970 4966970 LIABILITY TO BENEFICIARIES 1769689 POST-RETIREMENT MEDICAL BENEFITS 6983207 8752896 X 24078163 135072 -93743 41329 24036834 30957 30957 24067791 25611299 -30958 -30958 25642257 0 25642257 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: 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 -93,743. PART XI, LINE 4B - OTHER ADJUSTMENTS: MISCELLANEOUS INCOME 31,882. LOSS ON SALE OF ASSET -925. PART XII, LINE 2D - OTHER ADJUSTMENTS: MISCELLANEOUS INCOME -31,883. LOSS ON SALE OF ASSET 925. 0 CALIFORNIA STATE UNIVERSITY SAN BERNARDINO 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 330644150 115 (1) 2013500 BOOK OBSERVATORY TO PROMOTE AND ASSIST CSUSB'S EDUCATIONAL PROGRAM 1 X X 0 0 0 0 0 0 0 0 0 ROBERT GARDNER 0 197317 0 0 0 396 0 37333 0 22040 0 257086 0 0 FRANK RINCON 0 151476 0 0 0 762 0 29078 0 14655 0 195971 0 0 ANDREW BODMAN 0 207530 0 0 0 396 0 40205 0 16747 0 264878 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: CHANGE IN FMV OF SPLIT INTEREST AGREEMENTS -93,743. FORM 990, PART XI, 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 7189659 FMV CALIFORNIA STATE UNIVERSITY SAN BERNARDINO Q 678973 FMV CSUSB PHILANTHROPIC FOUNDATION P 516342 FMV CSUSB PHILANTHROPIC FOUNDATION Q 186323 FMV ASSOCIATED STUDENTS CALIFORNIA STATE UNIVERSITY SAN BERNARDINO P 3060 FMV ASSOCIATED STUDENTS CALIFORNIA STATE UNIVERSITY SAN BERNARDINO Q 622 FMV SANTOS MANUEL STUDENT UNION OF CA STATE UNIVERSITY AT SAN BERNARDINO P 68555 FMV SANTOS MANUEL STUDENT UNION OF CA STATE UNIVERSITY AT SAN BERNARDINO Q 3985 FMV CALIFORNIA STATE UNIVERSITY SAN BERNARDINO B 2013500 BOOK