Totals
- Total revenue
- $24,770,615
- Total expenses
- $17,620,598
- Contributions and grants received
- $20,264,232
- Grants paid
- $4,965,908
- Program service revenue
- $788,068
- Investment income
- $3,538,800
- Other revenue
- $179,515
- Total assets, end of year
- $190,518,025
- Total liabilities, end of year
- $3,197,741
- Net assets or fund balances, end of year
- $187,320,284
- Program services expenses (Part IX)
- $13,230,920
- Management and general expenses
- $2,708,708
- Fundraising expenses
- $1,680,970
- Program service expenses (Part III)
- $13,230,920
Program services were 75.1% 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
$262,918
-
1f · All other contributions, gifts and grants
$20,001,314
-
1g · Noncash contributions included above
$623,489
-
2a · Program service revenue: ADMINISTRATIVE FEE REV
total $657,450 · related or exempt $657,450
-
2b · Program service revenue: ATHLETICS REVENUE
total $130,618 · related or exempt $130,618
-
3 · Investment income
total $3,563,393 · excluded $3,563,393
-
5 · Royalties
total $20,000 · excluded $20,000
-
6a · Gross rents
real property $26,500
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $26,500
-
6d · Net rental income or loss
total $26,500 · related or exempt $26,500
-
7a · Gross sales of assets other than inventory
securities $54,492,677
-
7b · Less cost or other basis and sales expenses
securities $54,517,270
-
7c · Gain or loss
securities -$24,593
-
7d · Net gain or loss
total -$24,593 · excluded -$24,593
-
8a · Fundraising events: gross income
$319,345
-
8a · Fundraising events: contributions included on line 1c
$262,918
-
8b · Fundraising events: direct expenses
$186,330
-
8c · Net income from fundraising events
total $133,015 · excluded $133,015
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $4,965,908 · program services $4,965,908
-
7 · Other salaries and wages
total $2,711,439 · program services $2,549,425 · management and general $162,014
-
8 · Pension plan contributions
total $150,380 · program services $132,515 · management and general $17,865
-
9 · Other employee benefits
total $656,526 · program services $571,717 · management and general $84,809
-
11a · Fees: management
total $4,638 · management and general $4,638
-
11b · Fees: legal
total $1,280,656 · management and general $1,280,656
-
11c · Fees: accounting
total $40,649 · management and general $40,649
-
11f · Fees: investment management
total $478,953 · management and general $478,953
-
11g · Fees: other
total $812,596 · program services $446,809 · management and general $365,787
-
12 · Advertising and promotion
total $154,253 · program services $154,253
-
13 · Office expenses
total $944,307 · program services $835,150 · management and general $107,240 · fundraising $1,917
-
14 · Information technology
total $359,714 · program services $268,063 · management and general $91,651
-
16 · Occupancy
total $314,749 · program services $314,749
-
17 · Travel
total $683,004 · program services $683,004
-
19 · Conferences, conventions and meetings
total $51,218 · program services $31,150 · management and general $20,068
-
23 · Insurance
total $40,699 · management and general $40,699
-
24a · Other expenses: FUNDRAISING EXPENSE
total $1,656,670 · fundraising $1,656,670
-
24b · Other expenses: CAMPUS CAPTIAL PROJECTS
total $965,728 · program services $965,728
-
24c · Other expenses: HOSPITALITY
total $707,846 · program services $685,463 · fundraising $22,383
-
24d · Other expenses: OTHER EXPENSES
total $336,115 · program services $322,436 · management and general $13,679
-
24e · All other expenses
total $304,550 · program services $304,550
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $3,757,412 · end of year $3,031,292
-
3 · Pledges and grants receivable
beginning of year $5,637,885 · end of year $5,633,121
-
4 · Accounts receivable
beginning of year $77,080 · end of year $114,495
-
9 · Prepaid expenses and deferred charges
beginning of year $252,495 · end of year $34,890
-
11 · Investments: publicly traded securities
beginning of year $125,890,706 · end of year $151,126,560
-
12 · Investments: other securities
beginning of year $29,950,405 · end of year $30,577,667
-
17 · Accounts payable and accrued expenses
beginning of year $129,220 · end of year $123,260
-
19 · Deferred revenue
beginning of year $17,084 · end of year $15,436
-
25 · Other liabilities
beginning of year $2,934,285 · end of year $3,059,045
-
27 · Net assets without donor restrictions
beginning of year $15,784,172 · end of year $20,324,830
-
28 · Net assets with donor restrictions
beginning of year $146,701,222 · end of year $166,995,454
Mission and programs · 2023
Mission
THE CSULB 49ER FOUNDATION SEEKS, SECURES AND MANAGES PRIVATE SUPPORT FOR CALIFORNIA STATE UNIVERSITY, LONG BEACH. AS THE PHILANTHROPIC FOUNDATION FOR THE UNIVERSITY, ALL DONATIONS IN SUPPORT OF OUR [SEE SCHEDULE O FOR FULL MISSION] STUDENTS, FACULTY, PROGRAMS, AND COLLEGES ARE PROCESSED THROUGH THE FOUNDATION AND MADE AVAILABLE FOR THE PURPOSES OUR DONORS SPECIFY. THESE FUNDS ARE USED TO SUPPORT CSULB STUDENT SCHOLARSHIPS, CLASSROOM EXPERIENCES, FACULTY AND PROGRAMS AS WELL AS FACILITY ENHANCEMENTS. THE FOUNDATION WILL CONTINUE TO SEEK FUNDS TO SUPPORT CSULB STUDENT SCHOLARSHIPS AND PROGRAMMATIC FUNDS, AS WELL AS COMPLETE CAPITAL PROJECTS LIKE THE ALUMNI AND VISITORS CENTER AND OTHER HIGH PRIORITY PROJECTS IN THE YEAR AHEAD.
Activities or mission (Part I)
TO ACTIVELY PROMOTE PHILANTHROPY AND MANAGE DONATED RESOURCES FOR THE ADVANCEMENT OF CSULB.
-
TO PROVIDE FINANCIAL SUPPORT TO THE FACULTY AND PROGRAMS OF THE UNIVERSITY:SPENDING OCCURRED IN THE FOLLOWING AREAS:-SUPPORT FOR ACADEMIC DEPARTMENTS, CHAIRS, AND PROGRAMS -$4,778,869-SUPPORT FOR STUDENT PROGRAMS AND DEPARTMENTAL ACTIVITIES -$2,142,213-SUPPORT FOR COMMUNITY SERVICE ACTIVITIES -$324,903-SUPPORT FOR OTHER INSTITUTIONAL ACTIVITIES - $53,298
Expenses $7,299,283 · Revenue $814,568
-
TO PROVIDE FINANCIAL SUPPORT TO STUDENTS IN THE FORM OF SCHOLARSHIPS. DURING THE REPORTING PERIOD, A TOTAL OF 2,107 STUDENTS RECEIVED SCHOLARSHIPS.
Expenses $4,965,908 · Grants $4,965,908
-
TO SUPPORT CAMPUS CAPITAL PROJECTS AND BUILDING MAINTENANCE FOR THE HORN CENTER, DONATO CENTER, AND CENTER FOR STUDENT SUCCESS IMPROVEMENT.
Expenses $965,729
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
JANE CLOSE CONOLEY
DIRECTOR (CSULB PRESIDENT)
- Total calculated
- $612,482
- From this org
- $0
- From related orgs
- $479,472
- Other
- $133,010
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $474,528 related
- Bonus
- $0
- Other
- $0 + $4,944 related
- Deferred
- $0 + $105,600 related
- Nontaxable benefits
- $0 + $27,410 related
- Filer's total
- $0 + $612,482 related
-
SCOTT APEL
TREASURER/CFO (CSULB VP ADMIN)
- Total calculated
- $400,943
- From this org
- $0
- From related orgs
- $273,890
- Other
- $127,053
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $273,632 related
- Bonus
- $0
- Other
- $0 + $258 related
- Deferred
- $0 + $91,000 related
- Nontaxable benefits
- $0 + $36,053 related
- Filer's total
- $0 + $400,943 related
-
DAN MONTOYA
CEO (CSULB VP UNIV. RELATIONS)
- Total calculated
- $385,377
- From this org
- $0
- From related orgs
- $275,666
- Other
- $109,711
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $275,576 related
- Bonus
- $0
- Other
- $0 + $90 related
- Deferred
- $0 + $88,001 related
- Nontaxable benefits
- $0 + $21,710 related
- Filer's total
- $0 + $385,377 related
-
KEVIN CROWE
COO (CSULB AVP DEVELOPMENT)
- Total calculated
- $304,838
- From this org
- $0
- From related orgs
- $208,026
- Other
- $96,812
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $207,936 related
- Bonus
- $0
- Other
- $0 + $90 related
- Deferred
- $0 + $67,012 related
- Nontaxable benefits
- $0 + $29,800 related
- Filer's total
- $0 + $304,838 related
-
CHRISTOPHER REESE
SECRETARY (CSULB AVP UNIV)
- Total calculated
- $301,526
- From this org
- $0
- From related orgs
- $198,951
- Other
- $102,575
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $198,891 related
- Bonus
- $0
- Other
- $0 + $60 related
- Deferred
- $0 + $66,522 related
- Nontaxable benefits
- $0 + $36,053 related
- Filer's total
- $0 + $301,526 related
-
JIM NORMANDIN
CHAIR, DEVELOPMENT
- Total calculated
- $0
- Hours/week
- 1
-
GARY VAN ARNAM
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
KATHLEEN HANSEN
CHAIR, FINANCE AND INVESTMENT
- Total calculated
- $0
- Hours/week
- 1
-
MARILYN BOHL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
PATRICK GOGGIN
CHAIR, AUDIT
- Total calculated
- $0
- Hours/week
- 1
-
WILLAM HANSEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
SAID S HILAL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ANNETTE KASHIWABARA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
KEN MILLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ROBERT SCHACK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ROBERT SUMMERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DONNY LOPICCOLO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
LEA GERBER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
L NELSON FARRIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
THOMAS PHELPS IV
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DIANA BOURCIER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MICHELLE HIGLEY
DIRECTOR
- 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 LONG BEACH
$4,965,908
TO SUPPORT SCHOLARSHIPS AND OTHER CHARITABLE ACTIVITIES PROVIDED BY PUBLIC UNIVERSITY CSULB.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 8 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202541299349304704
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