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Nonprofiteer
← CSUSB PHILANTHROPIC FOUNDATION

Form 990 for tax year 2023

Filed by CSUSB PHILANTHROPIC FOUNDATION.

Totals

Total revenue
$9,669,482
Total expenses
$6,596,671
Contributions and grants received
$5,768,666
Grants paid
$3,012,319
Program service revenue
$0
Investment income
$3,932,760
Other revenue
-$31,944
Total assets, end of year
$78,582,049
Total liabilities, end of year
$2,950,351
Net assets or fund balances, end of year
$75,631,698
Program services expenses (Part IX)
$6,105,983
Management and general expenses
$490,688
Fundraising expenses
$0
Program service expenses (Part III)
$6,105,983

Program services were 92.6% 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.

  • 1c · Fundraising events

    $37,630

  • 1d · Related organizations

    $24,592

  • 1f · All other contributions, gifts and grants

    $5,706,444

  • 1g · Noncash contributions included above

    $1,019,714

  • 3 · Investment income

    total $2,182,345 · excluded $2,182,345

  • 7a · Gross sales of assets other than inventory

    securities $4,488,290

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

    securities $2,737,875

  • 7c · Gain or loss

    securities $1,750,415

  • 7d · Net gain or loss

    total $1,750,415 · excluded $1,750,415

  • 8a · Fundraising events: gross income

    $8,000

  • 8a · Fundraising events: contributions included on line 1c

    $37,630

  • 8b · Fundraising events: direct expenses

    $51,977

  • 8c · Net income from fundraising events

    total -$43,977 · excluded -$43,977

  • 11a · Other revenue: OTHER

    total $12,033 · excluded $12,033

  • 11e · Other revenue, total

    $12,033

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $3,012,319 · program services $3,012,319

  • 11b · Fees: legal

    total $2,634 · management and general $2,634

  • 11c · Fees: accounting

    total $32,580 · program services $32,580

  • 11f · Fees: investment management

    total $175,704 · management and general $175,704

  • 12 · Advertising and promotion

    total $332,853 · program services $247,658 · management and general $85,195

  • 13 · Office expenses

    total $829,011 · program services $773,045 · management and general $55,966

  • 17 · Travel

    total $121,113 · program services $120,021 · management and general $1,092

  • 19 · Conferences, conventions and meetings

    total $40,501 · program services $30,601 · management and general $9,900

  • 21 · Payments to affiliates

    total $817,534 · program services $817,534

  • 23 · Insurance

    total $19,478 · program services $19,478

  • 24a · Other expenses: CONTRACT SERVICES

    total $659,416 · program services $508,719 · management and general $150,697

  • 24b · Other expenses: EQUIPMENT AND RENTALS

    total $454,363 · program services $452,683 · management and general $1,680

  • 24c · Other expenses: PROFESSIONAL EXPENSES

    total $69,889 · program services $64,858 · management and general $5,031

  • 24d · Other expenses: MISCELLANEOUS

    total $29,276 · program services $26,487 · management and general $2,789

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $799,629 · end of year $1,008,323

  • 2 · Savings and temporary cash investments

    beginning of year $15,442,952 · end of year $14,674,406

  • 3 · Pledges and grants receivable

    beginning of year $3,668,657 · end of year $3,374,354

  • 4 · Accounts receivable

    beginning of year $163,101 · end of year $275,867

  • 9 · Prepaid expenses and deferred charges

    beginning of year $40,855 · end of year $133,257

  • 11 · Investments: publicly traded securities

    beginning of year $51,172,674 · end of year $54,918,650

  • 12 · Investments: other securities

    beginning of year $1,029,677 · end of year $4,045,171

  • 15 · Other assets

    beginning of year $0 · end of year $152,021

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,144,971 · end of year $247,976

  • 19 · Deferred revenue

    beginning of year $978,816 · end of year $1,569,794

  • 25 · Other liabilities

    beginning of year $576,445 · end of year $1,132,581

  • 27 · Net assets without donor restrictions

    beginning of year $69,446 · end of year $71,058

  • 28 · Net assets with donor restrictions

    beginning of year $69,547,867 · end of year $75,560,640

Mission and programs · 2023

Mission

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

Activities or mission (Part I)

PROMOTE THE RAISING OF FUNDS TO SUPPORT THE CALIFORNIA STATE UNIVERSITY, SAN BERNARDINO

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

    Expenses $3,012,319 · Grants $3,012,319

  • OTHER ACTIVITIES - DESIGNATED GIFT ADMINISTRATION.

    Expenses $3,093,664

As filed on the 2023 return.

Listed in Part VII

  • Tomas D Morales

    BOARD PRESIDENT (CSUSB PRESIDENT)

    Total calculated
    $648,522
    From this org
    $0
    From related orgs
    $520,947
    Other
    $127,575
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $446,276 related
    Bonus
    $0 + $72,000 related
    Other
    $0 + $2,671 related
    Deferred
    $0 + $105,600 related
    Nontaxable benefits
    $0 + $21,975 related
    Filer's total
    $0 + $648,522 related

  • Robert J Nava

    EXECUTIVE DIRECTOR (CSUSB VP OF ADVANCEMENT)

    Total calculated
    $386,838
    From this org
    $0
    From related orgs
    $277,700
    Other
    $109,138
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $264,000 related
    Bonus
    $0 + $6,000 related
    Other
    $0 + $7,700 related
    Deferred
    $0 + $87,437 related
    Nontaxable benefits
    $0 + $21,701 related
    Filer's total
    $0 + $386,838 related

  • Paz Oliverez

    DIRECTOR (CSUSB VP OF STUDENT AFFAIRS)

    Total calculated
    $347,478
    From this org
    $0
    From related orgs
    $254,720
    Other
    $92,758
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $247,500 related
    Bonus
    $0
    Other
    $0 + $7,220 related
    Deferred
    $0 + $81,975 related
    Nontaxable benefits
    $0 + $10,783 related
    Filer's total
    $0 + $347,478 related

  • Samuel Sudhakar

    ASST. SEC AND TREASURER (CSUSB VP OF FINANCE)

    Total calculated
    $374,560
    From this org
    $0
    From related orgs
    $299,993
    Other
    $74,567
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $293,868 related
    Bonus
    $0
    Other
    $0 + $6,125 related
    Deferred
    $0 + $46,733 related
    Nontaxable benefits
    $0 + $27,834 related
    Filer's total
    $0 + $374,560 related

  • Dr Rafik Mohamed

    DIRECTOR (CSUSB VP OF ACADEMIC AFFAIRS)

    Total calculated
    $399,713
    From this org
    $0
    From related orgs
    $331,155
    Other
    $68,558
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $324,385 related
    Bonus
    $0
    Other
    $0 + $6,770 related
    Deferred
    $0 + $46,733 related
    Nontaxable benefits
    $0 + $21,825 related
    Filer's total
    $0 + $399,713 related

  • Robin Phillips

    DIRECTOR (CSUSB VP OF HUMAN RESOURCES)

    Total calculated
    $301,483
    From this org
    $0
    From related orgs
    $243,915
    Other
    $57,568
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $237,000 related
    Bonus
    $0
    Other
    $0 + $6,915 related
    Deferred
    $0 + $46,733 related
    Nontaxable benefits
    $0 + $10,835 related
    Filer's total
    $0 + $301,483 related

  • Monica Alejandre

    SECRETARY (CSUSB ASSOCIATE VP OF ADVANCEMENT)

    Total calculated
    $236,148
    From this org
    $0
    From related orgs
    $180,340
    Other
    $55,808
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $134,798 related
    Bonus
    $0
    Other
    $0 + $45,542 related
    Deferred
    $0 + $27,842 related
    Nontaxable benefits
    $0 + $27,966 related
    Filer's total
    $0 + $236,148 related

  • William M Stevenson

    CHAIR

    Total calculated
    $87,365
    From this org
    $0
    From related orgs
    $51,462
    Other
    $35,903
    Hours/week
    1 + 40 related

  • Dorothy Chen-Maynard

    DIRECTOR (CSUSB FACULTY REP.)

    Total calculated
    $104,501
    From this org
    $0
    From related orgs
    $52,394
    Other
    $52,107
    Hours/week
    1 + 40 related

  • Ellen G Weisser

    IMMEDIATE PAST CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Debbie Brown

    DIRECTOR (CSUSB FACULTY REP.)

    Total calculated
    $0
    Hours/week
    1

  • Grace Garner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Roderick Hendry

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Cole R Jackson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Nefertiti Long

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Gary McBride

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mustafa Milbis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Louis G Monville III

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Manish Patel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Rheanna Rodriguez

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Karen I Suarez

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Elise K Traynum

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Shanthi Srinivas

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jerrold Coakley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kiana Webb

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Becky Sumbera

    DIRECTOR (CSUSB FACULTY REP.)

    Total calculated
    $0
    Hours/week
    1

  • Carson Fajardo

    DIRECTOR (STUDENT REPRESENTATIVE)

    Total calculated
    $0
    Hours/week
    1

  • Julia Ruiz

    DIRECTOR (STUDENT REPRESENTATIVE)

    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

  • CALIFORNIA STATE UNIVERSITY SAN BERNARDINO

    $3,012,319

    TO PROVIDE ASSISTANCE TO STUDENTS THAT MEET SPECIFIC CRITERIA

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
2023
Filed
14 May 2025
IRS schema version
2023v6.0
Source object
202541359349305244

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