Skip to content
Nonprofiteer
← CALIFORNIA STATE UNIVERSITY LONG BEACH RESEARCH FOUNDATION

Form 990 for tax year 2023

Filed by CALIFORNIA STATE UNIVERSITY LONG BEACH RESEARCH FOUNDATION.

Totals

Total revenue
$68,515,957
Total expenses
$62,206,343
Contributions and grants received
$56,792,387
Grants paid
$3,954,772
Program service revenue
$10,820,980
Investment income
$902,590
Other revenue
$0
Total assets, end of year
$184,033,858
Total liabilities, end of year
$126,093,950
Net assets or fund balances, end of year
$57,939,908
Program services expenses (Part IX)
$60,016,702
Management and general expenses
$2,164,641
Fundraising expenses
$25,000
Program service expenses (Part III)
$60,016,702

Program services were 96.5% 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.

  • 1e · Government grants (contributions)

    $51,559,870

  • 1f · All other contributions, gifts and grants

    $5,232,517

  • 1g · Noncash contributions included above

    $189,250

  • 2a · Program service revenue: DORMITORY AND FACILITI

    total $3,710,950 · related or exempt $3,710,950

  • 2b · Program service revenue: GASB 87 INTEREST FROM

    total $2,507,158 · related or exempt $2,507,158

  • 2c · Program service revenue: LEARNING CENTERS

    total $2,196,922 · related or exempt $2,196,922

  • 2d · Program service revenue: ATHLETIC CAMPS & EVENT

    total $813,669 · related or exempt $813,669

  • 2e · Program service revenue: ADMIN FEES

    total $706,781 · related or exempt $706,781

  • 2f · All other program service revenue

    total $885,500 · related or exempt $885,500

  • 3 · Investment income

    total $1,008,695 · excluded $1,008,695

  • 7a · Gross sales of assets other than inventory

    securities $11,860,294

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

    securities $11,966,399

  • 7c · Gain or loss

    securities -$106,105

  • 7d · Net gain or loss

    total -$106,105 · excluded -$106,105

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $3,954,772 · program services $3,954,772

  • 5 · Compensation of officers, directors and key employees

    total $346,847 · management and general $346,847

  • 7 · Other salaries and wages

    total $23,943,739 · program services $23,943,739

  • 8 · Pension plan contributions

    total $838,871 · program services $838,871

  • 9 · Other employee benefits

    total $5,288,294 · program services $5,288,294

  • 11c · Fees: accounting

    total $87,800 · management and general $87,800

  • 11e · Fees: professional fundraising services

    total $25,000 · fundraising $25,000

  • 11f · Fees: investment management

    total $63,628 · management and general $63,628

  • 11g · Fees: other

    total $4,046,939 · program services $2,380,573 · management and general $1,666,366

  • 12 · Advertising and promotion

    total $28,325 · program services $28,325

  • 13 · Office expenses

    total $2,287,815 · program services $2,287,815

  • 14 · Information technology

    total $292,345 · program services $292,345

  • 16 · Occupancy

    total $1,354,968 · program services $1,354,968

  • 17 · Travel

    total $1,743,266 · program services $1,743,266

  • 19 · Conferences, conventions and meetings

    total $116,263 · program services $116,263

  • 20 · Interest

    total $682,485 · program services $682,485

  • 22 · Depreciation, depletion and amortization

    total $1,205,548 · program services $1,205,548

  • 23 · Insurance

    total $565,435 · program services $565,435

  • 24a · Other expenses: SPONSORED PRGRM SUB-CON

    total $13,076,552 · program services $13,076,552

  • 24b · Other expenses: OTHER PROGRAM RELATED E

    total $671,259 · program services $671,259

  • 24c · Other expenses: OVERHEAD - OTHER

    total $572,111 · program services $572,111

  • 24d · Other expenses: FURNITURE & EQUIPMENT

    total $543,612 · program services $543,612

  • 24e · All other expenses

    total $470,469 · program services $470,469

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,300 · end of year $2,300

  • 2 · Savings and temporary cash investments

    beginning of year $1,678,215 · end of year $3,207,625

  • 3 · Pledges and grants receivable

    beginning of year $649,391 · end of year $604,026

  • 4 · Accounts receivable

    beginning of year $27,860,819 · end of year $28,698,859

  • 9 · Prepaid expenses and deferred charges

    beginning of year $120,595 · end of year $98,055

  • 10a · Land, buildings and equipment: cost or other basis

    $51,083,919

  • 10b · Land, buildings and equipment: accumulated depreciation

    $22,441,416

  • 10c · Land, buildings and equipment, net

    beginning of year $29,782,872 · end of year $28,642,503

  • 11 · Investments: publicly traded securities

    beginning of year $36,718,301 · end of year $38,848,260

  • 14 · Intangible assets

    beginning of year $139,375 · end of year $100,782

  • 15 · Other assets

    beginning of year $84,987,851 · end of year $83,831,448

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,984,153 · end of year $4,673,638

  • 19 · Deferred revenue

    beginning of year $7,416,219 · end of year $6,337,213

  • 20 · Tax-exempt bond liabilities

    beginning of year $21,573,388 · end of year $19,954,411

  • 25 · Other liabilities

    beginning of year $98,484,330 · end of year $95,128,688

  • 27 · Net assets without donor restrictions

    beginning of year $21,261,705 · end of year $27,920,083

  • 28 · Net assets with donor restrictions

    beginning of year $28,219,924 · end of year $30,019,825

Mission and programs · 2023

Mission

SERVES THE MISSION OF THE UNIVERSITY BY SUPPORTING AND ENGAGING IN RESEARCH, ENTREPRENEURSHIP, COMMUNITY SERVICE, SPONSORED PROGRAMS AND THE ACQUISITION OF PRIVATE RESOURCES.

Activities or mission (Part I)

SUPPORTING RESEARCH, COMMUNITY SERVICE, ENTREPRENEURSHIP, AND SPONSORED PROGRAMS.

  • THE FOUNDATION IS A NONPROFIT ORGANIZATION FORMED TO SUPPORT AND ADVANCE THE MISSION OF CALIFORNIA STATE UNIVERSITY, LONG BEACH (THE UNIVERSITY). TO FULFILL THIS MISSION, THE FOUNDATION PURSUES A WIDE RANGE OF OPPORTUNITIES IN THE AREAS OF GRANTS AND CONTRACTS, CAMPUS PROGRAMS, PUBLIC-PRIVATE PARTNERSHIPS, TECHNOLOGY TRANSFER, AND OTHER ENTREPRENEURIAL ACTIVITIES TO COMPLEMENT AND STRENGTHEN THE UNIVERSITY'S TEACHING, RESEARCH, SCHOLARLY, CREATIVE, AND PUBLIC SERVICE GOALS.

    Expenses $60,016,702 · Grants $3,954,772 · Revenue $10,820,980

As filed on the 2023 return.

Listed in Part VII

  • DR JANE CONOLEY

    CHAIR

    Total calculated
    $624,482
    From this org
    $12,000
    From related orgs
    $479,472
    Other
    $133,010
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $12,000 + $474,528 related
    Bonus
    $0
    Other
    $0 + $4,944 related
    Deferred
    $0 + $105,600 related
    Nontaxable benefits
    $0 + $27,410 related
    Filer's total
    $12,000 + $612,482 related

  • DR KARYN SCISSUM GUNN

    VICE CHAIR

    Total calculated
    $385,784
    From this org
    $7,200
    From related orgs
    $317,965
    Other
    $60,619
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $7,200 + $317,569 related
    Bonus
    $0
    Other
    $0 + $396 related
    Deferred
    $0 + $46,733 related
    Nontaxable benefits
    $0 + $13,886 related
    Filer's total
    $7,200 + $378,584 related

  • SCOTT APEL

    TREASURER/CEO

    Total calculated
    $408,143
    From this org
    $7,200
    From related orgs
    $273,890
    Other
    $127,053
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $7,200 + $273,632 related
    Bonus
    $0
    Other
    $0 + $258 related
    Deferred
    $0 + $91,000 related
    Nontaxable benefits
    $0 + $36,053 related
    Filer's total
    $7,200 + $400,943 related

  • DR SIMON KIM

    SECRETARY

    Total calculated
    $319,172
    From this org
    $24,661
    From related orgs
    $203,563
    Other
    $90,948
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $24,661 + $203,305 related
    Bonus
    $0
    Other
    $0 + $258 related
    Deferred
    $0 + $64,809 related
    Nontaxable benefits
    $0 + $26,139 related
    Filer's total
    $24,661 + $294,511 related

  • DR STEPHEN MEZYK

    DIRECTOR

    Total calculated
    $266,604
    From this org
    $41,532
    From related orgs
    $161,513
    Other
    $63,559
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $41,532 + $161,513 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $49,976 related
    Nontaxable benefits
    $0 + $13,583 related
    Filer's total
    $41,532 + $225,072 related

  • DR CURTIS BENNETT

    DIRECTOR

    Total calculated
    $279,987
    From this org
    $0
    From related orgs
    $205,995
    Other
    $73,992
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $205,599 related
    Bonus
    $0
    Other
    $0 + $396 related
    Deferred
    $0 + $46,733 related
    Nontaxable benefits
    $0 + $27,259 related
    Filer's total
    $0 + $279,987 related

  • DR BRIAN NOWLIN

    DIRECTOR/COO (THRU 4/15/24)

    Total calculated
    $239,858
    From this org
    $208,680
    From related orgs
    $0
    Other
    $31,178
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $199,943
    Bonus
    $0
    Other
    $8,737
    Deferred
    $20,842
    Nontaxable benefits
    $10,336
    Filer's total
    $239,858

  • MARY MILLER

    DIRECTOR (THRU 12/31/23)

    Total calculated
    $0
    Hours/week
    1

  • ROBERT FREAR

    DIRECTOR

    Total calculated
    $174,956
    From this org
    $0
    From related orgs
    $110,540
    Other
    $64,416
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $110,540 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $37,234 related
    Nontaxable benefits
    $0 + $27,182 related
    Filer's total
    $0 + $174,956 related

  • MITALI JAIN

    STUDENT BODY PRES (THRU 5/31/24)

    Total calculated
    $0
    Hours/week
    1

  • NIKKI MAJIDI

    STUDENT BODY PRES

    Total calculated
    $0
    Hours/week
    1

  • WALTER LARKINS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KATHERINE KIRCHHOFF

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MILTON ORDONEZ

    ASSISTANT TREASURER

    Total calculated
    $291,602
    From this org
    $0
    From related orgs
    $218,730
    Other
    $72,872
    Hours/week
    1 + 44 related

    Schedule J breakdown matched by us

    Base
    $0 + $218,640 related
    Bonus
    $0
    Other
    $0 + $90 related
    Deferred
    $0 + $46,733 related
    Nontaxable benefits
    $0 + $26,139 related
    Filer's total
    $0 + $291,602 related

  • RON MARK

    PROGRAM DIRECTOR

    Total calculated
    $209,582
    From this org
    $167,422
    From related orgs
    $0
    Other
    $42,160
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $167,422
    Bonus
    $0
    Other
    $0
    Deferred
    $16,742
    Nontaxable benefits
    $25,418
    Filer's total
    $209,582

  • ELIZABETH PINGLE-HORNSBY

    PROJECT COORDINATOR

    Total calculated
    $186,307
    From this org
    $153,181
    From related orgs
    $0
    Other
    $33,126
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,019
    Bonus
    $0
    Other
    $3,162
    Deferred
    $15,318
    Nontaxable benefits
    $17,808
    Filer's total
    $186,307

  • ARLINDA REYES

    DIR. OF FINANCE & REPORTING

    Total calculated
    $168,399
    From this org
    $138,042
    From related orgs
    $0
    Other
    $30,357
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $134,796
    Bonus
    $0
    Other
    $3,246
    Deferred
    $13,804
    Nontaxable benefits
    $16,553
    Filer's total
    $168,399

  • MONICA MALIN

    PROJECT DIRECTOR

    Total calculated
    $144,280
    From this org
    $131,164
    From related orgs
    $0
    Other
    $13,116
    Hours/week
    40

  • DANIEL MONSON

    MENS HEAD BASKETBALL COACH

    Total calculated
    $632,934
    From this org
    $220,065
    From related orgs
    $286,077
    Other
    $126,792
    Hours/week
    10 + 44 related

    Schedule J breakdown matched by us

    Base
    $14,440 + $276,016 related
    Bonus
    $205,625
    Other
    $0 + $10,061 related
    Deferred
    $0 + $90,739 related
    Nontaxable benefits
    $0 + $36,053 related
    Filer's total
    $220,065 + $412,869 related

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

  • 3 · Approval by the board or compensation committee
  • 5b · Pay contingent on a related organization's revenues

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
  • 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

The filer's explanations (Part III)

PART I, LINE 5
DANIEL MONSON, THE UNIVERSITY'S HEAD MEN'S BASKETBALL COACH, IS ELIGIBLE FOR A BONUS BASED UPON CERTAIN GAME GUARANTEE FEES.

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

  • CSULB

    $3,954,772

    TO PROVIDE SCHOLARSHIPS FOR TUITION AND OTHER EDUCATIONAL EXPENSES TO STUDENTS ATTENDING CSULB

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CHARITABLE REMAINDER UNITRUSTS (1)

    T · CA

  • CHARITABLE GIFT ANNUITIES (14)

    T · CA

  • CHARITABLE LEAD UNITRUST (1)

    T · CA

Provenance

Return type
form_990
Tax year
2023
Filed
12 November 2024
IRS schema version
2023v5.1
Source object
202413189349300811

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.