What the amendment changed
Compared with the return it replaced , filed 2 May 2024. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
Those are the same on the two returns, so the amendment changed something else.
Totals
- Total revenue
- $23,598,370
- Total expenses
- $18,514,822
- Contributions and grants received
- $15,815,990
- Grants paid
- $4,236,718
- Program service revenue
- $0
- Investment income
- $7,095,243
- Other revenue
- $687,137
- Total assets, end of year
- $165,565,983
- Total liabilities, end of year
- $3,080,589
- Net assets or fund balances, end of year
- $162,485,394
- Program services expenses (Part IX)
- $15,577,977
- Management and general expenses
- $1,569,724
- Fundraising expenses
- $1,367,121
- Program service expenses (Part III)
- $15,577,977
Program services were 84.1% 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
$69,391
-
1f · All other contributions, gifts and grants
$15,746,599
-
1g · Noncash contributions included above
$421,062
-
3 · Investment income
total $3,004,560 · excluded $3,004,560
-
5 · Royalties
total $56,974 · excluded $56,974
-
6a · Gross rents
real property $10,240
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $10,240
-
6d · Net rental income or loss
total $10,240 · related or exempt $10,240
-
7a · Gross sales of assets other than inventory
securities $82,698,355
-
7b · Less cost or other basis and sales expenses
securities $78,607,672
-
7c · Gain or loss
securities $4,090,683
-
7d · Net gain or loss
total $4,090,683 · excluded $4,090,683
-
8a · Fundraising events: gross income
$177,677
-
8a · Fundraising events: contributions included on line 1c
$69,391
-
8b · Fundraising events: direct expenses
$139,425
-
8c · Net income from fundraising events
total $38,252 · excluded $38,252
-
11a · Other revenue: ADMINSTRATIVE FEE REVENUE
total $441,045 · related or exempt $441,045
-
11b · Other revenue: ATHLETICS REVENUE
total $136,726 · related or exempt $136,726
-
11c · Other revenue: SUPPORT REVENUE
total $3,900 · related or exempt $3,900
-
11e · Other revenue, total
$581,671
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $4,236,718 · program services $4,236,718
-
7 · Other salaries and wages
total $2,247,025 · program services $2,077,027 · management and general $169,998
-
8 · Pension plan contributions
total $108,717 · program services $90,788 · management and general $17,929
-
9 · Other employee benefits
total $576,317 · program services $490,188 · management and general $86,129
-
11a · Fees: management
total $103,122 · management and general $103,122
-
11b · Fees: legal
total $114,560 · management and general $114,560
-
11c · Fees: accounting
total $33,682 · management and general $33,682
-
11f · Fees: investment management
total $407,769 · management and general $407,769
-
11g · Fees: other
total $518,455 · program services $170,086 · management and general $348,369
-
12 · Advertising and promotion
total $114,666 · program services $114,666
-
13 · Office expenses
total $1,331,834 · program services $1,068,004 · management and general $160,252 · fundraising $103,578
-
14 · Information technology
total $206,050 · program services $185,379 · management and general $20,671
-
16 · Occupancy
total $122,737 · program services $95,237 · management and general $27,500
-
17 · Travel
total $757,098 · program services $743,786 · management and general $13,312
-
19 · Conferences, conventions and meetings
total $46,280 · program services $36,007 · management and general $10,273
-
23 · Insurance
total $40,755 · management and general $40,755
-
24a · Other expenses: CAMPUS CAPTIAL PROJECTS
total $5,118,288 · program services $5,118,288
-
24b · Other expenses: FUNDRAISING EXPENSE
total $1,141,130 · fundraising $1,141,130
-
24c · Other expenses: HOSPITALITY
total $629,704 · program services $507,291 · fundraising $122,413
-
24d · Other expenses: FURNITURE & EQUIPMENT
total $394,702 · program services $394,702
-
24e · All other expenses
total $265,213 · program services $249,810 · management and general $15,403
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $3,646,065 · end of year $3,757,412
-
3 · Pledges and grants receivable
beginning of year $6,986,828 · end of year $5,637,885
-
4 · Accounts receivable
beginning of year $39,119 · end of year $77,080
-
9 · Prepaid expenses and deferred charges
beginning of year $18,770 · end of year $252,495
-
11 · Investments: publicly traded securities
beginning of year $144,887,648 · end of year $155,841,111
-
17 · Accounts payable and accrued expenses
beginning of year $140,215 · end of year $129,220
-
19 · Deferred revenue
beginning of year $16,869 · end of year $17,084
-
25 · Other liabilities
beginning of year $2,024,716 · end of year $2,934,285
-
27 · Net assets without donor restrictions
beginning of year $13,488,025 · end of year $15,784,172
-
28 · Net assets with donor restrictions
beginning of year $139,908,605 · end of year $146,701,222
Mission and programs · 2022
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 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)
THE MISSION OF THE CSULB 49ER FOUNDATION IS TO ACTIVELY PROMOTE PHILANTHROPY AND MANAGE DONATED RESOURCES FOR THE ADVANCEMENT OF CSULB. THE FOUNDATION SERVES AS THE PHILANTHROPIC ORGANIZATION FOR THE UNIVERSITY, RECEIVING, INVESTING, MANAGING AND DISBURSING CHARITABLE GIFTS IN SUPPORT OF STUDENTS, FACULTY AND PROGRAMS AS DESIGNATED BY OUR DONORS.
-
PROVIDE FINANCIAL SUPPORT TO THE FACULTY AND PROGRAMS OF THE UNIVERSITY AS PER DONORS' SPECIFIC INSTRUCTIONS.SPENDING OCCURRED IN THE FOLLOWING AREAS:-SUPPORT FOR ACADEMIC DEPARTMENTS, CHAIRS, AND PROGRAMS -$4,470,865-SUPPORT FOR STUDENT PROGRAMS AND DEPARTMENTAL ACTIVITIES -$1,434,513-SUPPORT FOR COMMUNITY SERVICE ACTIVITIES -$201,179-SUPPORT FOR OTHER INSTITUTIONAL ACTIVITIES - $116,414
Expenses $6,222,971
-
SUPPORT FOR CAMPUS CAPITAL PROJECTS AND BUILDING MAINTENANCE FOR THE NEW KLEEFLED ART MUSEUM, THE NEW ALUMNI CENTER, DONATO CENTER, AND THE BLAIR FIELD IMPROVEMENT AS PER DONORS' SPECIFIC INSTRUCTIONS.
Expenses $5,118,288
-
PROVIDE FINANCIAL SUPPORT TO STUDENTS IN THE FORM OF SCHOLARSHIPS. DURING THE REPORTING PERIOD, A TOTAL OF 1,940 STUDENTS RECEIVED SCHOLARSHIPS.
Expenses $4,236,718 · Grants $4,236,718
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Jane Close ConoleyJANE CLOSE CONOLEY
DIRECTOR (CSULB PRESIDENT)
- Total calculated
- $648,702
- From this org
- $0
- From related orgs
- $519,629
- Other
- $129,073
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $390,556 related
- Bonus
- $0
- Other
- $0 + $129,073 related
- Deferred
- $0 + $104,946 related
- Nontaxable benefits
- $0 + $24,127 related
- Filer's total
- $0 + $648,702 related
-
Scott ApelSCOTT APEL
TREASURER (CSULB VP ADMIN
- Total calculated
- $384,882
- From this org
- $0
- From related orgs
- $270,433
- Other
- $114,449
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $152,484 related
- Bonus
- $0 + $3,500 related
- Other
- $0 + $114,449 related
- Deferred
- $0 + $82,675 related
- Nontaxable benefits
- $0 + $31,774 related
- Filer's total
- $0 + $384,882 related
-
Kevin CroweKEVIN CROWE
COO (CSULB AVP DEVELOPMENT
- Total calculated
- $295,176
- From this org
- $0
- From related orgs
- $204,817
- Other
- $90,359
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $110,959 related
- Bonus
- $0 + $3,500 related
- Other
- $0 + $90,358 related
- Deferred
- $0 + $62,118 related
- Nontaxable benefits
- $0 + $28,241 related
- Filer's total
- $0 + $295,176 related
-
Christopher ReeseCHRISTOPHER REESE
SECRETARY (CSULB AVP UNIV
- Total calculated
- $288,225
- From this org
- $0
- From related orgs
- $196,142
- Other
- $92,083
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $100,560 related
- Bonus
- $0 + $3,500 related
- Other
- $0 + $92,082 related
- Deferred
- $0 + $60,308 related
- Nontaxable benefits
- $0 + $31,775 related
- Filer's total
- $0 + $288,225 related
-
Jeffrey D CookJEFFREY D COOK
INTERIM CEO
- Total calculated
- $240,826
- From this org
- $0
- From related orgs
- $173,253
- Other
- $67,573
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $103,054 related
- Bonus
- $0 + $2,625 related
- Other
- $0 + $67,574 related
- Deferred
- $0 + $52,156 related
- Nontaxable benefits
- $0 + $15,417 related
- Filer's total
- $0 + $240,826 related
-
Dan MontoyaDAN MONTOYA
VP UNIVERSITY RELATIONS
- Total calculated
- $56,361
- From this org
- $0
- From related orgs
- $40,100
- Other
- $16,261
- Hours/week
- 1 + 40 related
-
Jim NormandinJIM NORMANDIN
CHAIR, DEVELOPMENT
- Total calculated
- $0
- Hours/week
- 1
-
Gary Van ArnamGARY VAN ARNAM
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Kathleen HansenKATHLEEN HANSEN
CHAIR, FINANCE AND INVESTM
- Total calculated
- $0
- Hours/week
- 1
-
Marilyn BohlMARILYN BOHL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Patrick GogginPATRICK GOGGIN
CHAIR, AUDIT
- Total calculated
- $0
- Hours/week
- 1
-
Linda HaleyLINDA HALEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Willam HansenWILLAM HANSEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Said S HilalSAID S HILAL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Annette KashiwabaraANNETTE KASHIWABARA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Samuel KeesalSAMUEL KEESAL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ken MillerKEN MILLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Robert SchackROBERT SCHACK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Robert SummersROBERT SUMMERS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Donny LopiccoloDONNY LOPICCOLO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Lea GerberLEA GERBER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
L Nelson FarrisL NELSON FARRIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Thomas Phelps IVTHOMAS PHELPS IV
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Gizelle VerduzcoGIZELLE VERDUZCO
STUDENT ELECT
- Total calculated
- $0
- Hours/week
- 1
-
Michelle CescaMICHELLE CESCA
CEO
- Total calculated
- $88,529
- From this org
- $0
- From related orgs
- $80,108
- Other
- $8,421
- Hours/week
- 2 + 40 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
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
-
CSULB
$4,236,718
TO SUPPORT SCHOLARSHIPS AND OTHER CHARITABLE ACTIVITIES PROVIDED BY PUBLIC UNIVERSITY 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.
-
CALIFORNIA STATE UNIVERSITY LONG BEACH
501(C)(3) · PUBLIC UNIVERSITY · CA
-
CALIFORNIA STATE UNIVERSITY LONG BEACH RESEARCH FOUNDATION
501(C)(3) · RESEARCH AND SPONSORED PROGRAMS · CA
-
501(C)(3) · SUPPORT CSULB BY PROVIDING GOODS AND SERVICES · CA
-
ASSOCIATED STUDENTS INC CALIFORNIA STATE UNIVERSITY LONG BEACH
501(C)(3) · PROVIDES PROGRAMS, ESSENTIAL SERVICES AND CO-CURRICULAR EXPERIENCES TO CSULB · CA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 25 July 2025
- IRS schema version
- 2022v5.0
- Source object
- 202542099349301374
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