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← CSUSB PHILANTHROPIC FOUNDATION

Form 990 for tax year 2022

Filed by CSUSB PHILANTHROPIC FOUNDATION.

Totals

Total revenue
$4,913,987
Total expenses
$5,099,645
Contributions and grants received
$3,965,450
Grants paid
$1,673,505
Program service revenue
$0
Investment income
$948,537
Other revenue
$0
Total assets, end of year
$72,317,545
Total liabilities, end of year
$2,700,232
Net assets or fund balances, end of year
$69,617,313
Program services expenses (Part IX)
$4,607,980
Management and general expenses
$491,665
Fundraising expenses
$0
Program service expenses (Part III)
$4,607,980

Program services were 90.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $3,965,450

  • 1g · Noncash contributions included above

    $1,157,768

  • 3 · Investment income

    total $1,171,583 · excluded $1,171,583

  • 7a · Gross sales of assets other than inventory

    securities $7,399,937

  • 7b · Less cost or other basis and sales expenses

    securities $7,622,983

  • 7c · Gain or loss

    securities -$223,046

  • 7d · Net gain or loss

    total -$223,046 · excluded -$223,046

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,673,505 · program services $1,673,505

  • 11b · Fees: legal

    total $5,261 · management and general $5,261

  • 11c · Fees: accounting

    total $15,670 · program services $15,670

  • 11f · Fees: investment management

    total $165,613 · management and general $165,613

  • 12 · Advertising and promotion

    total $251,682 · program services $166,160 · management and general $85,522

  • 13 · Office expenses

    total $727,445 · program services $645,013 · management and general $82,432

  • 17 · Travel

    total $346,215 · program services $331,475 · management and general $14,740

  • 19 · Conferences, conventions and meetings

    total $116,241 · program services $61,315 · management and general $54,926

  • 21 · Payments to affiliates

    total $577,911 · program services $577,911

  • 23 · Insurance

    total $14,100 · program services $14,100

  • 24a · Other expenses: CONTRACT SERVICES

    total $510,559 · program services $505,084 · management and general $5,475

  • 24b · Other expenses: CAPITAL OUTLAY

    total $353,744 · program services $353,744

  • 24c · Other expenses: MISCELLANEOUS

    total $228,550 · program services $164,958 · management and general $63,592

  • 24d · Other expenses: PROFESSIONAL EXPENSES

    total $104,909 · program services $90,805 · management and general $14,104

  • 24e · All other expenses

    total $8,240 · program services $8,240

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $695,038 · end of year $799,629

  • 2 · Savings and temporary cash investments

    beginning of year $12,654,679 · end of year $15,442,952

  • 3 · Pledges and grants receivable

    beginning of year $6,116,066 · end of year $3,668,657

  • 4 · Accounts receivable

    beginning of year $577,775 · end of year $163,101

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $40,855

  • 11 · Investments: publicly traded securities

    beginning of year $46,702,005 · end of year $51,172,674

  • 12 · Investments: other securities

    beginning of year $1,242,066 · end of year $1,029,677

  • 17 · Accounts payable and accrued expenses

    beginning of year $646,553 · end of year $1,144,971

  • 19 · Deferred revenue

    beginning of year $1,416,698 · end of year $978,816

  • 25 · Other liabilities

    beginning of year $657,271 · end of year $576,445

  • 27 · Net assets without donor restrictions

    beginning of year $9,952 · end of year $69,446

  • 28 · Net assets with donor restrictions

    beginning of year $65,257,155 · end of year $69,547,867

Mission and programs · 2022

Mission

TO PROMOTE FUNDRAISING, ENCOURAGE DONATIONS FROM OUTSIDE PARTIES IN ORDER TO SUPPORT VARIOUS PROGRAMS AT CALIFORNIA STATE UNIVERSITY, SAN BERNARDINO.

  • SCHOLARSHIPS - COORDINATE SCHOLARSHIP DONATIONS WITH THE STUDENT AWARDED SCHOLARSHIPS.

    Expenses $1,673,505 · Grants $1,673,505

  • OTHER ACTIVITIES - DESIGNATED GIFT ADMINISTRATION.

    Expenses $2,934,475

As filed on the 2022 return.

Listed in Part VII

  • TOMAS D MORALES

    PRESIDENT

    Total calculated
    $538,907
    From this org
    $0
    From related orgs
    $426,860
    Other
    $112,047
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $426,860 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $91,916 related
    Nontaxable benefits
    $0 + $20,131 related
    Filer's total
    $0 + $538,907 related

  • ROBERT J NAVA

    EXECUTIVE DIRECTOR

    Total calculated
    $349,154
    From this org
    $0
    From related orgs
    $252,000
    Other
    $97,154
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $252,000 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $77,304 related
    Nontaxable benefits
    $0 + $19,850 related
    Filer's total
    $0 + $349,154 related

  • PAZ OLIVEREZ

    VICE PRESIDENT, STUDENT AF

    Total calculated
    $319,092
    From this org
    $0
    From related orgs
    $236,250
    Other
    $82,842
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $236,250 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $72,473 related
    Nontaxable benefits
    $0 + $10,369 related
    Filer's total
    $0 + $319,092 related

  • SAMUEL SUDHAKAR

    VICE PRESIDENT, INFORMATIO

    Total calculated
    $343,851
    From this org
    $0
    From related orgs
    $280,512
    Other
    $63,339
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $280,512 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $39,478 related
    Nontaxable benefits
    $0 + $23,861 related
    Filer's total
    $0 + $343,851 related

  • DOUGLAS R FREER

    TREASURER & ASSISTANT SECR

    Total calculated
    $368,605
    From this org
    $0
    From related orgs
    $262,146
    Other
    $106,459
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $262,146 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $80,366 related
    Nontaxable benefits
    $0 + $26,093 related
    Filer's total
    $0 + $368,605 related

  • MONICA ALEJANDRE

    SECRETARY

    Total calculated
    $197,692
    From this org
    $0
    From related orgs
    $131,256
    Other
    $66,436
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $131,256 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $40,264 related
    Nontaxable benefits
    $0 + $26,172 related
    Filer's total
    $0 + $197,692 related

  • ELLEN G WEISSER

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • DONALD F AVERILL

    OWNER EMERITUS, PPL INC.

    Total calculated
    $0
    Hours/week
    1

  • HAAKON BROWN

    FACULTY REPRESENTATIVE

    Total calculated
    $239,136
    From this org
    $0
    From related orgs
    $166,936
    Other
    $72,200
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $166,936 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $48,344 related
    Nontaxable benefits
    $0 + $23,856 related
    Filer's total
    $0 + $239,136 related

  • WILLIAM M STEVENSON

    CHAIR

    Total calculated
    $85,701
    From this org
    $0
    From related orgs
    $52,269
    Other
    $33,432
    Hours/week
    1 + 40 related

  • DOROTHY CHEN-MAYNARD

    FACULTY REPRESENTATIVE

    Total calculated
    $63,385
    From this org
    $0
    From related orgs
    $15,773
    Other
    $47,612
    Hours/week
    1 + 1 related

  • DEBBIE BROWN

    COMMUNITY PHILANTHROPIST

    Total calculated
    $0
    Hours/week
    1

  • GRACE GARNER

    PALM SPRING CITY COUNCIL M

    Total calculated
    $0
    Hours/week
    1

  • PAUL C GRANILLO

    PRESIDENT & CEO, IEEP

    Total calculated
    $0
    Hours/week
    1

  • W BENSON HARER JR

    RETIRED PHYSICIAN

    Total calculated
    $0
    Hours/week
    1

  • RODERICK HENDRY

    FIRST VICE PRESIDENT, MORG

    Total calculated
    $0
    Hours/week
    1

  • COLE R JACKSON

    PARTNER, REISS, JACKSON &

    Total calculated
    $0
    Hours/week
    1

  • MARK A KAENEL

    RETIRED FIRST PRESIDENT, A

    Total calculated
    $0
    Hours/week
    1

  • NEFERTITI LONG

    CHIEF OPERATING OFFICER, A

    Total calculated
    $0
    Hours/week
    1

  • GARY MCBRIDE

    STRATEGIC PROJECTS DIRECTO

    Total calculated
    $0
    Hours/week
    1

  • BARBARA MCGEE

    CITY CLERK, CITY OF RIALTO

    Total calculated
    $0
    Hours/week
    1

  • MUSTAFA MILBIS

    COMMUNITY PHILANTHROPIST

    Total calculated
    $0
    Hours/week
    1

  • LOUIS G MONVILLE III

    SENIOR VICE PRESIDENT, RHC

    Total calculated
    $0
    Hours/week
    1

  • MANISH PATEL

    PHYSICIAN

    Total calculated
    $0
    Hours/week
    1

  • STEVE PONTELL

    CEO & PRESIDENT LJL

    Total calculated
    $0
    Hours/week
    1

  • JAMES C RAMOS

    ASSEMBLYMEMBER, 40TH CALIF

    Total calculated
    $0
    Hours/week
    1

  • RHEANNA RODRIGUEZ

    SENIOR VP, DIRECTOR OF SPE

    Total calculated
    $0
    Hours/week
    1

  • PHILIP M SAVAGE IV

    SHAREHOLDER, GRESHAM SAVAG

    Total calculated
    $0
    Hours/week
    1

  • PAUL M SHIMOFF

    PARTNER, SHIMOFF LAW CORPO

    Total calculated
    $0
    Hours/week
    1

  • KAREN I SUAREZ

    DIRECTOR, UPLIFT SAN BERNA

    Total calculated
    $0
    Hours/week
    1

  • JUSTIN S SWANT

    SVP, PRODUCT DEVELOPMENT &

    Total calculated
    $0
    Hours/week
    1

  • EDWARD C TEYBER

    RETIRED PROFESSOR, PSYCHOL

    Total calculated
    $0
    Hours/week
    1

  • ELISE K TRAYNUM

    FIRST GENERAL COUNSEL, ACL

    Total calculated
    $0
    Hours/week
    1

  • JAIME CARTAGENA

    PRACTICE GROUP DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHNNY L DAVIS

    SPECIAL AGENT, FBI

    Total calculated
    $0
    Hours/week
    1

  • PAOLA GALVEZ

    PRESIDENT & CHAIR, ASI

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • RAFIK MOHAMED

    PROVOST & VP, ACADEMIC AFFAIRS

    Total calculated
    $0
    Hours/week
    1

  • SHANTHI SRINIVAS

    PROFESSOR EMERITA, CAL POLY POMONA

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
10 May 2024
IRS schema version
2022v5.0
Source object
202401349349306765

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