UNIVERSITY ENTERPRISES CORPORATION AT CSUSB: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY ENTERPRISES CORPORATION AT CSUSB (EIN 95-6067343)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-03-01
- IRS object ID
- 201210619349301861
- Schema version
- 2010v3.4
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-03-01T10:57:37-06:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROGERS ANDERSON MALODY & SCOTT LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 735 E CARNEGIE DRIVE SUITE 100 | AddressLine1 |
| City | SAN BERNARDINO | City |
| State | CA | State |
| ZIP Code | 92408 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 956067343 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FOUNDATION FOR THE CALIFORNIA STATE | BusinessNameLine1 |
| Business Name Line2 | UNIVERSITY SAN BERNARDINO | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | FOUN | NameControl |
| Phone | 9095375918 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 UNIVERSITY PARKWAY | AddressLine1 |
| City | SAN BERNARDINO | City |
| State | CA | State |
| ZIP Code | 92407 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT GARDNER | Name |
| Title | TREASURER | Title |
| Phone | 9095375918 | Phone |
| Date Signed | 2012-03-01 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TERRY SHEA | Name |
| Phone | 9098890871 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ROBERT GARDNER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 UNIVERSITY PARKWAY | AddressLine1 |
| City | SAN BERNARDINO | City |
| State | CA | State |
| ZIP Code | 92407 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 39129966 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | UEC.CSUSB.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1962 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | TO PROMOTE AND ASSIST IN EDUCATION, ADMINISTRATION, AND RELATED SERVICES OF CALIFORNIA STATE UNIVERSITY, SAN BERNARDINO. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 86 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 76 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1195 | TotalNbrEmployees |
| Total Nbr Volunteers | 83 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 30104247 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 28307353 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 1026459 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 2133919 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 609837 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1276758 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 4812224 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 36552767 | TotalRevenuePriorYear |
| Total Revenue Current Year | 31718030 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 13495553 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 15679988 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 55012971 | OtherExpensePriorYear |
| Other Expenses Current Year | 19537441 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 68508524 | TotalExpensesPriorYear |
| Total Expenses Current Year | 35217429 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -31955757 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -3499399 | RevenuesLessExpensesCY |
| Total Assets BOY | 46775477 | TotalAssetsBOY |
| Total Assets EOY | 45398620 | TotalAssetsEOY |
| Total Liabilities BOY | 9335483 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 12936194 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 37439994 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 32462426 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO PROMOTE AND ASSIST IN EDUCATION, ADMINISTRATION, AND RELATED SERVICES OF CALIFORNIA STATE UNIVERSITY, SAN BERNARDINO. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 1 | SignificantChange |
| Expense | 29001593 | Expense |
| Revenue | 119192 | Revenue |
| Description | GRANTS AND CONTRACTS - PROVIDE STAFF SALARIES; OPERATING SUPPLIES; BOOKS AND MATERIALS; TUITION, STIPENDS AND EQUIPMENT. GRANTS ARE FOR RESEARCH, TEACHING AND COMMUNITY SERVICE PROJECTS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 595685 | Expense |
| Revenue | 615684 | Revenue |
| Description | CHILDREN'S & INFANT CENTERS | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 2668533 | Expense |
| Revenue | 23631 | Revenue |
| Description | SCHOLARSHIPS - COORDINATE SCHOLARSHIP DONATIONS WITH THE STUDENT AWARDED SCHOLARSHIPS. STUDENT AWARDS WERE 700. | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 796100 | Expense |
| Revenue | 1375412 | Revenue |
| Description | OTHER ACTIVITIES - ALUMNI ASSOCIATION, BOOKSTORE, FOOD SERVICES, VENDING & PC LAB. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 796100 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Rev | 1375412 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 33061911 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 511 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1195 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 86 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 76 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LISA IANNOLO | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9095373922 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 UNIVERSITY PARKWAY | AddressLine1 |
| City | SAN BERNARDINO | City |
| State | CA | State |
| ZIP Code | 92407 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (90 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| NEALE PERKINS | |||||||
| PRESIDENT | 1.00 | X | X | 0 | 0 | 0 | |
| ALBERT KARNIG | |||||||
| CEO | 1.00 | X | X | 0 | 338013 | 62522 | |
| EDWARD TEYBER | |||||||
| VICE PRESIDENT | 1.00 | X | X | 0 | 92170 | 33352 | |
| LOIS CARSON | |||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 | |
| ROBERT GARDNER | |||||||
| TREASURER | 1.00 | X | X | 0 | 183848 | 50396 | |
| MARIE ALONZO | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| WILLIAM ANTHONY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DONALD AVERILL | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| BETTY BARKER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| GLENDA BAYLESS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| VIRGINIA M BLUMENTHAL | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| RUSSELL V BOGH | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MICHAEL BRACKEN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JACK H BROWN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT BURLINGAME | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ARTHUR BUTLER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| TONI CALLICOTT | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ALI CAYIR | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| STEVE I CHIANG | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| GREG K CHRISTIAN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| HENRY COIL | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| NICHOLAS J 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 | ||
| JAMIL DADA | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| THEODORE W DUTTON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| WILLIAM EASLEY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MARK EDWARDS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JAMES EGAN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JIM ERICKSON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| GERRY FAWCETT | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JAMES FERGUSON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ROBERT FEY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| HOWARD FRIEDMAN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MICHAEL J GALLO | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| GRACIANO GOMEZ | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ALLEN B GRESHAM | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| W BENSON HARER JR | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| GARNER HOLT | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JIM IMBIORSKI | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DOROTHY INGHRAM | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| AARON KNOX | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| RICK LAZAR | |||||||
| 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 | ||
| CHARLES MCNEELY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MICHAEL R MILLER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| LOUIS MONVILLE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| YOLANDA MOSES | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MICHAEL NAPOLI | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JOHN NOLAN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| CHARLES OBERSHAW | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| SHELBY OBERSHAW | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| RICHARD OLIPHANT | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| PATRICK O'REILLY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| MADELEINE PFAU | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| STEVE PON TELL | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| RAY QUINTO | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JAMES RAMOS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ALI RAZI | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| RON REDFERN | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| D BRIAN REIDER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| GEORGE REYES | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| CARLOS RODRIGUEZ | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| DONALD L ROGERS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| CINDY ROTH | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ALI SAHABI | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| PHILLIP SAVAGE IV | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| GEORGE H SCHNARRE | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| LARRY R SHARP | |||||||
| DIRECTOR | 1.00 | X | 0 | 50192 | 13819 | ||
| PAUL SHIMOFF | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| BARBARA SIMMONS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ERNEST H SIVA | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| BRUCE D VARNER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| JAMES R WATSON | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ELLEN WEISSER | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| D LINN WILEY | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| ANDREW BODMAN | |||||||
| DIRECTOR | 1.00 | X | 0 | 198060 | 49207 | ||
| DOROTHY CHEN-MAYNARD | |||||||
| DIRECTOR | 1.00 | X | 0 | 86670 | 20726 | ||
| SPENCER FREUND | |||||||
| DIRECTOR | 1.00 | X | 0 | 229614 | 44249 | ||
| JUSTINE PLEMONS | |||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | ||
| CINDI PRINGLE | |||||||
| DIRECTOR | 1.00 | X | 0 | 114925 | 31034 | ||
| FRANK RINCON | |||||||
| DIRECTOR | 1.00 | X | 0 | 143724 | 39803 | ||
| BARBARA SIROTNIK | |||||||
| DIRECTOR | 1.00 | X | 0 | 101862 | 30923 | ||
| FRANCOISE AYLMER | |||||||
| DIRECTOR | 1.00 | 0 | 135082 | 29836 | X | ||
| DEBORAH BURNS | |||||||
| EXECUTIVE DIRECTOR | 40.00 | 129000 | 0 | 25707 | X | ||
| TIMOTHY GERRITY | |||||||
| DIR OF OTTC | 40.00 | 122400 | 0 | 23226 | X | ||
| KRISTINE A ALEXANDER | |||||||
| ED CAL ARTS PROG | 40.00 | 109485 | 0 | 21414 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 360885 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1674160 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 476214 | TotalOtherCompensation |
| Number Individuals GT100 K | 3 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| SEA WEST ENTERPRISES INC | |||||
| 373 E FOOTHILL BLVD | SAN DIMAS | CA | 91773 | CONTRACT SERVICES FOR OBSERVATORY | 1184145 |
| LAND FORMS LANDSCAPE CONSTRUCTIONS | |||||
| 27601 FORBES RD STE 36 | LAGUNA NIGUEL | CA | 92677 | CONTRACT SERVICES FOR WATER RESOURCES D | 464686 |
| EMERGING GROWTH ENTERPRISES LLC | |||||
| 1020 PROSPECT STREET SUITE 250 | LA JOLLA | CA | 92037 | CONTRACT SERVICES FOR ITTN COURSE DVLPM | 185000 |
| MORGAN STATE UNIVERSITY | |||||
| 1700 E COLD SPRING LANE | BALTIMORE | MD | 21251 | CONTRACT SERVICES FOR ITTN COURSE DVLPM | 162000 |
| EVALUATION & DEVELOPMENT ASSOC LLC | |||||
| 530 S LAKE AVE 401 | PASADENA | CA | 91101 | CONTRACT SERVICES FOR ACES MATHEMATICS | 129649 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Government Grants | 16933443 | GovernmentGrants |
| All Other Contributions | 11373910 | AllOtherContributions |
| Total Contributions | 28307353 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| OTHER SERVICES (ALUMNI | 611310 | 1375412 | 1375412 |
| CHILDREN'S & INFANT CE | 611310 | 615684 | 615684 |
| GRANTS & CONTRACTS | 611310 | 119192 | 119192 |
| SCHOLARSHIPS | 611310 | 23631 | 23631 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 2133919 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 783227 | TotalRevenueColumn |
| Exclusion | $783,227 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7905467 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 7369895 | Securities |
| Other | 42041 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 535572 | Securities |
| Other | -42041 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 493531 | TotalRevenueColumn |
| Exclusion | $493,531 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 31718030 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2133919 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,276,758 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 360885 | Total |
| Management And General | 360885 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 10299679 | Total |
| Program Services | 9799344 | ProgramServices |
| Management And General | 500335 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5019424 | Total |
| Program Services | 4526493 | ProgramServices |
| Management And General | 492931 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 507033 | Total |
| Management And General | 507033 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 115620 | Total |
| Program Services | 115620 | ProgramServices |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3980304 | Total |
| Program Services | 3980304 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3744113 | Total |
| Program Services | 3642271 | ProgramServices |
| Management And General | 101842 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 728012 | Total |
| Program Services | 721979 | ProgramServices |
| Management And General | 6033 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 543607 | Total |
| Program Services | 505943 | ProgramServices |
| Management And General | 37664 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 89117 | Total |
| Program Services | 12045 | ProgramServices |
| Management And General | 77072 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| STIPENDS, ROOM & BOARD | 5496717 | 5496717 | |
| SCHOLARSHIPS | 2668533 | 2668533 | |
| MISCELLANEOUS | 1367176 | 1295453 | 71723 |
| STUDENT SERVICES | 297209 | 297209 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35217429 | Total |
| Program Services | 33061911 | ProgramServices |
| Management And General | 2155518 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12247360 | BOY |
| EOY | 10883100 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2742507 | BOY |
| EOY | 782393 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5261520 | BOY |
| EOY | 3040310 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9748 | BOY |
| EOY | 112913 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 8037240 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 3344298 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3650341 | BOY |
| EOY | 4692942 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6038261 | BOY |
| EOY | 24762687 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15686907 | BOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 77502 | BOY |
| EOY | 62944 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1061331 | BOY |
| EOY | 1061331 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46775477 | BOY |
| EOY | 45398620 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3562411 | BOY |
| EOY | 2406797 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5773072 | BOY |
| EOY | 10529397 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9335483 | BOY |
| EOY | 12936194 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1287115 | BOY |
| EOY | -1987429 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20950666 | BOY |
| EOY | 18121247 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 15202213 | BOY |
| EOY | 16328608 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 37439994 | BOY |
| EOY | 32462426 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 46775477 | BOY |
| EOY | 45398620 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -3499399 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -1478169 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Support Org170b1 Aiv | X | CollegeSupportOrg170b1Aiv |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7239547 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 34775008 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 33022293 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 30104247 | CurrentTaxYearMinus1Year |
| Current Tax Year | 28307353 | CurrentTaxYear |
| Total | 133448448 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 7239547 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 34775008 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 33022293 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 30104247 | CurrentTaxYearMinus1Year |
| Current Tax Year | 28307353 | CurrentTaxYear |
| Total | 133448448 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | 133448448 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1084289 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 945807 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 962052 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 609837 | CurrentTaxYearMinus1Year |
| Current Tax Year | 783227 | CurrentTaxYear |
| Total | 4385212 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3597532 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3843797 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4246004 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 4812224 | CurrentTaxYearMinus1Year |
| Total | 16499557 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 154333217 | TotalSupport |
| Public Support Pertcentage170 | 0.86470 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.83300 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
| General Explanation | SCHEDULE A, PART IV, SUPPLEMENTAL INFORMATION: PART II, LINE 10 - OTHER INCOME: NATURE AND SOURCE 2010 2009 2008 2007 2006 COMMISSIONS 0 1,127,445 1,223,713 227,681 124,514 MISCELLANEOUS 0 86,820 161,059 174,947 3,473,018 INDIRECT COST RECOVERY 0 2,757,239 2,135,815 1,194,623 0 OTHER REVENUE 0 840,720 725,417 2,246,546 0 TOTAL $0 $4,812,224 $4,246,004 $3,843,797 $3,597,532 | GeneralExplanation |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets In Part X | 1061331 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 16426507 | BeginningOfYearBalance |
| Contributions | 368302 | Contributions |
| Investment Earnings Or Losses | 3914337 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 361648 | GrantsOrScholarships |
| Other Expenditures | 584212 | OtherExpenditures |
| Administrative Expenses | 82026 | AdministrativeExpenses |
| End Of Year Balance | 19681260 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 13401462 | BeginningOfYearBalance |
| Contributions | 392596 | Contributions |
| Investment Earnings Or Losses | 2632449 | InvestmentEarningsOrLosses |
| End Of Year Balance | 16426507 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 14189699 | BeginningOfYearBalance |
| Contributions | 1338219 | Contributions |
| Investment Earnings Or Losses | -1734557 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 327980 | GrantsOrScholarships |
| Administrative Expenses | 63919 | AdministrativeExpenses |
| End Of Year Balance | 13401462 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.82970 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.17030 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4640 | OtherCostOrOtherBasis |
| Book Value | 4640 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3904549 | OtherCostOrOtherBasis |
| Depreciation | 1916327 | Depreciation |
| Book Value | 1988222 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 441733 | OtherCostOrOtherBasis |
| Depreciation | 272456 | Depreciation |
| Book Value | 169277 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2019153 | OtherCostOrOtherBasis |
| Depreciation | 1155515 | Depreciation |
| Book Value | 863638 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1667165 | OtherCostOrOtherBasis |
| Book Value | 1667165 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 4692942 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| LIABILITY TO BENEFICIARIES | $2,052,307 |
| POST-RETIREMENT MEDICAL BENEFITS | $8,477,090 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 10529397 | TotalOfAmounts |
| Total Revenue | 31718030 | TotalRevenue |
| Total Expenses | 35217429 | TotalExpenses |
| Excess Or Deficit For Year | -3499399 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 2803199 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 2803199 | TotalAdjustments |
| Excess Or Deficit Per FS | -696200 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 34521229 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2803199 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 2803199 | RevenueNotRptdF990 |
| Revenue Subtotal | 31718030 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 31718030 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 35217429 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 35217429 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 35217429 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| 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 AND 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. | DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (7 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALBERT KARNIG | |||||||||||||
| 0 | 338013 | 0 | 0 | 0 | 0 | 0 | 49809 | 0 | 12713 | 0 | 400535 | 0 | 0 |
| ROBERT GARDNER | |||||||||||||
| 0 | 183848 | 0 | 0 | 0 | 0 | 0 | 33492 | 0 | 16904 | 0 | 234244 | 0 | 0 |
| ANDREW BODMAN | |||||||||||||
| 0 | 198060 | 0 | 0 | 0 | 0 | 0 | 36068 | 0 | 13139 | 0 | 247267 | 0 | 0 |
| SPENCER FREUND | |||||||||||||
| 0 | 229614 | 0 | 0 | 0 | 0 | 0 | 30916 | 0 | 13333 | 0 | 273863 | 0 | 0 |
| FRANK RINCON | |||||||||||||
| 0 | 143724 | 0 | 0 | 0 | 0 | 0 | 27087 | 0 | 12716 | 0 | 183527 | 0 | 0 |
| FRANCOISE AYLMER | |||||||||||||
| 0 | 135082 | 0 | 0 | 0 | 0 | 0 | 18916 | 0 | 10920 | 0 | 164918 | 0 | 0 |
| DEBORAH BURNS | |||||||||||||
| 129000 | 0 | 0 | 0 | 0 | 0 | 14448 | 0 | 11259 | 0 | 154707 | 0 | 0 | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| CHANGES IN PROGRAM SERVICES | FORM 990, PART III, LINE 3 | TRANSFER OF PALM DESERT CAMPUS BUILDINGS TO CALIFORNIA STATE UNIVERSITY, SAN BERNARDINO COMPLETED IN PRIOR YEAR. |
| FORM 990, PART VI, SECTION A, LINE 2 | CHARLES AND SHELBY OBERSHAW ARE HUSBAND AND WIFE. | |
| 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 5: | NET UNREALIZED GAINS ON INVESTMENTS: 2,803,199. PRIOR PERIOD ADJUSTMENTS: -4,281,368. TOTAL TO FORM 990, PART XI, LINE 5: -1,478,169. |
| FORM 990, PART XI, LINE 2C: | THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA STATE UNIVERSITY SAN BERNARDINO | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5500 UNIVERSITY PARKWAY | AddressLine1 |
| City | SAN BERNARDINO | City |
| State | CA | State |
| ZIP Code | 92407 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330644150 | EIN |
| Primary Activities | PUBLIC UNIVERSITY - STATE OF CALIFORNIA | PrimaryActivities |
| Legal Domicile State | CA | LegalDomicileState |
| Exempt Code Section | 115 (1) | ExemptCodeSection |
| Public Charity Status | STATE INSTITUTION | PublicCharityStatus |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (2 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| CALIFORNIA STATE UNIVERSITY SAN BERNARDINO | ||
| O | 8409742 | FMV |
| CALIFORNIA STATE UNIVERSITY SAN BERNARDINO | ||
| P | 522879 | FMV |
Comments