2012-03-01T10:57:37-06:00 2011-06-30 ROGERS ANDERSON MALODY & SCOTT LLP 735 E CARNEGIE DRIVE SUITE 100 SAN BERNARDINO CA 92408 990 2010-07-01 956067343 FOUNDATION FOR THE CALIFORNIA STATE UNIVERSITY SAN BERNARDINO FOUN 9095375918 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 ROBERT GARDNER 9095375918 2012-03-01 1 TERRY SHEA 9098890871 2010 2016-02-24 21:20:13Z ROBERT GARDNER 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 39129966 0 X UEC.CSUSB.EDU X 1962 CA TO PROMOTE AND ASSIST IN EDUCATION, ADMINISTRATION, AND RELATED SERVICES OF CALIFORNIA STATE UNIVERSITY, SAN BERNARDINO. 86 76 1195 83 0 0 30104247 28307353 1026459 2133919 609837 1276758 4812224 0 36552767 31718030 0 0 0 0 13495553 15679988 0 0 0 55012971 19537441 68508524 35217429 -31955757 -3499399 46775477 45398620 9335483 12936194 37439994 32462426 X TO PROMOTE AND ASSIST IN EDUCATION, ADMINISTRATION, AND RELATED SERVICES OF CALIFORNIA STATE UNIVERSITY, SAN BERNARDINO. 0 1 29001593 119192 GRANTS AND CONTRACTS - PROVIDE STAFF SALARIES; OPERATING SUPPLIES; BOOKS AND MATERIALS; TUITION, STIPENDS AND EQUIPMENT. GRANTS ARE FOR RESEARCH, TEACHING AND COMMUNITY SERVICE PROJECTS. 595685 615684 CHILDREN'S & INFANT CENTERS 2668533 23631 SCHOLARSHIPS - COORDINATE SCHOLARSHIP DONATIONS WITH THE STUDENT AWARDED SCHOLARSHIPS. STUDENT AWARDS WERE 700. 796100 1375412 OTHER ACTIVITIES - ALUMNI ASSOCIATION, BOOKSTORE, FOOD SERVICES, VENDING & PC LAB. 796100 1375412 33061911 1 0 0 0 0 0 1 0 1 1 0 0 0 1 0 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 0 1 511 0 1 1195 1 0 0 0 0 0 0 0 0 0 0 X 86 76 1 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 NEALE PERKINS 1.00 X X 0 0 0 ALBERT KARNIG 1.00 X X 0 338013 62522 EDWARD TEYBER 1.00 X X 0 92170 33352 LOIS CARSON 1.00 X X 0 0 0 ROBERT GARDNER 1.00 X X 0 183848 50396 MARIE ALONZO 1.00 X 0 0 0 WILLIAM ANTHONY 1.00 X 0 0 0 DONALD AVERILL 1.00 X 0 0 0 BETTY BARKER 1.00 X 0 0 0 GLENDA BAYLESS 1.00 X 0 0 0 VIRGINIA M BLUMENTHAL 1.00 X 0 0 0 RUSSELL V BOGH 1.00 X 0 0 0 MICHAEL BRACKEN 1.00 X 0 0 0 JACK H BROWN 1.00 X 0 0 0 ROBERT BURLINGAME 1.00 X 0 0 0 ARTHUR BUTLER 1.00 X 0 0 0 TONI CALLICOTT 1.00 X 0 0 0 ALI CAYIR 1.00 X 0 0 0 STEVE I CHIANG 1.00 X 0 0 0 GREG K CHRISTIAN 1.00 X 0 0 0 HENRY COIL 1.00 X 0 0 0 NICHOLAS J COUSSOULIS 1.00 X 0 0 0 JIM CUEVAS 1.00 X 0 0 0 CARL DAMERON 1.00 X 0 0 0 JAMIL DADA 1.00 X 0 0 0 THEODORE W DUTTON 1.00 X 0 0 0 WILLIAM EASLEY 1.00 X 0 0 0 MARK EDWARDS 1.00 X 0 0 0 JAMES EGAN 1.00 X 0 0 0 JIM ERICKSON 1.00 X 0 0 0 GERRY FAWCETT 1.00 X 0 0 0 JAMES FERGUSON 1.00 X 0 0 0 ROBERT FEY 1.00 X 0 0 0 HOWARD FRIEDMAN 1.00 X 0 0 0 MICHAEL J GALLO 1.00 X 0 0 0 GRACIANO GOMEZ 1.00 X 0 0 0 ALLEN B GRESHAM 1.00 X 0 0 0 W BENSON HARER JR 1.00 X 0 0 0 GARNER HOLT 1.00 X 0 0 0 JIM IMBIORSKI 1.00 X 0 0 0 DOROTHY INGHRAM 1.00 X 0 0 0 AARON KNOX 1.00 X 0 0 0 RICK LAZAR 1.00 X 0 0 0 WILFRID LEMANN 1.00 X 0 0 0 DOBBIN LO 1.00 X 0 0 0 PAUL MATA 1.00 X 0 0 0 BARBARA MCGEE 1.00 X 0 0 0 CHARLES MCNEELY 1.00 X 0 0 0 MICHAEL R MILLER 1.00 X 0 0 0 LOUIS MONVILLE 1.00 X 0 0 0 YOLANDA MOSES 1.00 X 0 0 0 MICHAEL NAPOLI 1.00 X 0 0 0 JOHN NOLAN 1.00 X 0 0 0 CHARLES OBERSHAW 1.00 X 0 0 0 SHELBY OBERSHAW 1.00 X 0 0 0 RICHARD OLIPHANT 1.00 X 0 0 0 PATRICK O'REILLY 1.00 X 0 0 0 MADELEINE PFAU 1.00 X 0 0 0 STEVE PON TELL 1.00 X 0 0 0 RAY QUINTO 1.00 X 0 0 0 JAMES RAMOS 1.00 X 0 0 0 ALI RAZI 1.00 X 0 0 0 RON REDFERN 1.00 X 0 0 0 D BRIAN REIDER 1.00 X 0 0 0 GEORGE REYES 1.00 X 0 0 0 CARLOS RODRIGUEZ 1.00 X 0 0 0 DONALD L ROGERS 1.00 X 0 0 0 CINDY ROTH 1.00 X 0 0 0 ALI SAHABI 1.00 X 0 0 0 PHILLIP SAVAGE IV 1.00 X 0 0 0 GEORGE H SCHNARRE 1.00 X 0 0 0 LARRY R SHARP 1.00 X 0 50192 13819 PAUL SHIMOFF 1.00 X 0 0 0 BARBARA SIMMONS 1.00 X 0 0 0 ERNEST H SIVA 1.00 X 0 0 0 BRUCE D VARNER 1.00 X 0 0 0 JAMES R WATSON 1.00 X 0 0 0 ELLEN WEISSER 1.00 X 0 0 0 D LINN WILEY 1.00 X 0 0 0 ANDREW BODMAN 1.00 X 0 198060 49207 DOROTHY CHEN-MAYNARD 1.00 X 0 86670 20726 SPENCER FREUND 1.00 X 0 229614 44249 JUSTINE PLEMONS 1.00 X 0 0 0 CINDI PRINGLE 1.00 X 0 114925 31034 FRANK RINCON 1.00 X 0 143724 39803 BARBARA SIROTNIK 1.00 X 0 101862 30923 FRANCOISE AYLMER 1.00 X 0 135082 29836 DEBORAH BURNS 40.00 X 129000 0 25707 TIMOTHY GERRITY 40.00 X 122400 0 23226 KRISTINE A ALEXANDER 40.00 X 109485 0 21414 360885 1674160 476214 3 0 1 0 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 5 16933443 11373910 28307353 OTHER SERVICES (ALUMNI 611310 1375412 1375412 CHILDREN'S & INFANT CE 611310 615684 615684 GRANTS & CONTRACTS 611310 119192 119192 SCHOLARSHIPS 611310 23631 23631 2133919 783227 783227 7905467 7369895 42041 535572 -42041 493531 493531 31718030 2133919 0 1276758 360885 360885 10299679 9799344 500335 5019424 4526493 492931 507033 507033 115620 115620 3980304 3980304 3744113 3642271 101842 728012 721979 6033 543607 505943 37664 89117 12045 77072 STIPENDS, ROOM & BOARD 5496717 5496717 SCHOLARSHIPS 2668533 2668533 MISCELLANEOUS 1367176 1295453 71723 STUDENT SERVICES 297209 297209 35217429 33061911 2155518 0 12247360 10883100 2742507 782393 5261520 3040310 9748 112913 8037240 3344298 3650341 4692942 6038261 24762687 15686907 77502 62944 1061331 1061331 46775477 45398620 3562411 2406797 5773072 10529397 9335483 12936194 X 1287115 -1987429 20950666 18121247 15202213 16328608 37439994 32462426 46775477 45398620 X -3499399 -1478169 X X 0 1 1 X 1 1 X 7239547 34775008 33022293 30104247 28307353 133448448 7239547 34775008 33022293 30104247 28307353 133448448 133448448 1084289 945807 962052 609837 783227 4385212 3597532 3843797 4246004 4812224 16499557 154333217 0.86470 0.83300 X 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 1061331 X X X X 0 16426507 368302 3914337 361648 584212 82026 19681260 13401462 392596 2632449 16426507 14189699 1338219 -1734557 327980 63919 13401462 0.82970 0.17030 0 0 4640 4640 3904549 1916327 1988222 441733 272456 169277 2019153 1155515 863638 1667165 1667165 4692942 LIABILITY TO BENEFICIARIES 2052307 POST-RETIREMENT MEDICAL BENEFITS 8477090 10529397 31718030 35217429 -3499399 2803199 2803199 -696200 34521229 2803199 2803199 31718030 0 31718030 35217429 0 35217429 0 35217429 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. DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: ENDOWMENT FUNDS ARE USED PRIMARILY FOR DESIGNATED SCHOLARSHIPS. THERE ARE SOME FUNDS THAT ARE DESIGNATED TO SUPPORT PROGRAM FUNCTIONS. X X 0 0 0 0 0 0 0 0 0 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 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. CALIFORNIA STATE UNIVERSITY SAN BERNARDINO 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 330644150 PUBLIC UNIVERSITY - STATE OF CALIFORNIA CA 115 (1) STATE INSTITUTION 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 CALIFORNIA STATE UNIVERSITY SAN BERNARDINO O 8409742 FMV CALIFORNIA STATE UNIVERSITY SAN BERNARDINO P 522879 FMV