Fwm 8879 - University Enterprises Corporation

Transcription

Fwm
IRS e-file Signature Authorization
for an Exempt Organization
8879- EO
For calendar year 201C, orfiscalyear beginning
JUL
1
, 2010, and ending
OMB No. 1545-1878
JUN
30
.20 11
^ Do not send to the IRS. Keep for your records.
^ See instructions.
Department of the Treasury
Internal Revenue Service
Name of exempt organization
2010
Employer identification number
FOUNDATION FOR THE CALIFORNIA
UNIVERSITY , SAN BERNARDINO
STATE
95-6067343
Name and title of officer
ROBERT GARDNER
TREASURER
Type of Return and Return Information (Whole Dollars Only)
Part I
Check the box for the return for which you are using this Form 8879-EO and enter the applicable amount, if any, from the return. If you check the box
on line 1a, 2a, 3a, 4a, or 5a, below, and the amount on that line for the return being filed with this form was blank, then leave line 1b, 2b, 3b, 4b, or 5b,
whichever is applicable, blank (do not enter -0-). But, if you entered -0- on the return, then enter -0- on the applicable line below. Do not complete more
than 1 line in Part I.
1a
2a
3a
4a
5a
Form 990 check here ^- LXJ
Form 990-EZ check here
frForm 1120-POL check here ^Form 990-PF check here j» I
Form 8868 check here ^-EU
Part II |
b Total revenue, if any (Form 990, Part VIII, column (A), line 12)
I
b Total revenue, if any (Form 990-EZ, line 9)
CU
b Total tax (Form 1120-POL, line 22)
I
b Tax based on investment income (Form 990-PF, Part VI, line 5)
b Balance Due (Form 8868, Part I, line 3c or Part II, line 8c) .
1b
2b
3b
4b
5b
31718030
Declaration and Signature Authorization of Officer
Under penalties of perjury, I declare that I am an officer of the above organization and that I have examined a copy of the organization's 2010
electronic return and accompanying schedules and statements and to the best of my knowledge and belief, they are true, correct, and complete. I
further declare that the amount in Part I above is the amount shown on the copy of the organization's electronic return. I consent to allow my
intermediate service provider, transmitter, or electronic return originator (ERO) to send the organization's return to the IRS and to receive from the IRS
(a) an acknowledgement of receipt or reason for rejection of the transmission, (b) the reason for any delay in processing the return or refund, and (c)
the date of any refund. If applicable, I authorize the U.S. Treasury and its designated Financial Agent to initiate an electronic funds withdrawal (direct
debit) entry to the financial institution account indicated in the tax preparation software for payment of the organization's federal taxes owed on this
return, and the financial institution to debit the entry to this account. To revoke a payment, I must contact the U.S. Treasury Financial Agent at
1 -888-353-4537 no later than 2 business days prior to the payment (settlement) date. I also authorize the financial institutions involved in the
processing of the electronic payment of taxes to receive confidential information necessary to answer inquiries and resolve issues related to the
payment. I have selected a personal identification number (PIN) as my signature for the organization's electronic return and, if applicable, the
organization's consent to electronic funds withdrawal.
Officer's PIN: check one box only
Hcl iauthorize ROGERS, ANDERSON. MALODY & SCOTT, LLP
to enter my PIN|
34894
Enter five numbers, but
do not enter all zeros
ERO firm name
as my signature on the organization's tax year 2010 electronically filed return. If I have indicated within this return that a copy of the return
is being filed with a state agency(ies) regulating charities as part of the IRS Fed/State program, I also authorize the aforementioned ERO to
enter my PIN on the return's disclosure consent screen.
I
I As an officer of the organization, I will enter ray PIN as my signature on the organization's tax year 2010 electronically filed return. If I have
indicated within this-return that a copy of trip return is being filed with a state agency(ies) regulating charities as part of the IRS Fed/State
program, I will entermy PIN on the return's "disclosure consent screen.
Officer's signature &•
Part III I
T ^ " ' t---v
**-'
\]^~"
Date ^-
'2-
Certification and Authentication
ERO's EFIN/PIN. Enter your six-digit electronic filing identification
number (EFIN) followed by your five-digit self-selected PIN.
33117916500
I certify that the above numeric entry is my PIN, which is my signature on the 2010 electronically filed return for the organization indicated above. I
confirm that I am submitting this return in accordance with the requirements of Pub. 4163, Modernized e-File (MeF) Information for Authorized IRS
e-file Providers for Business Returns.
Date
ERO's signature
ERO Must Retain This Form - See Instructions
Do Not Submit This Form To the IRS Unless Requested To Do So
LHA For Paperwork Reduction Act Notice, see instructions.
023051
12-27-10
Form 8879-EO (2010)
qqn
OMB No. 1545-0047
Return of Organization Exempt From Income Tax
2010
Form ilCIW
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung
benefit trust or private foundation)
^- The organization may have to use a copy of this return to satisfy state reporting requirements.
A For the 2010 calendar year, or tax year beginning
JUL 1, 2010
and ending JUN 3 0 , 2011
C Name of organization
FOUNDATION FOR THE CALIFORNIA STATE
UNIVERSITY, SAN BERNARDINO
B Check if
applicable:
n
Address
change
nName
change
n Initial
return
Terminated
n Amended
return
n Application
pending
n
Doing Business As
Number and street (or P.O. box if mail is not delivered to street address)
5 5 0 0 UNIVERSITY PARKWAY
Open to Public
Inspection
D Employer identification number
95-6067343
E Telephone number
Room/suite
909-537-5918
G Gross receipts $
39,129,966.
City or town, state or country, and ZIP + 4
SAN BERNARDINO, CA
92407
H(a) Is this a group return
F Name and address of principal officerROBERT GARDNER
for affiliates?
[ Ives l_Xj No
SAME AS C ABOVE
H(b) Are all affiliates included? LZ1 Yes
1 No
I Tax-exempt status: LXJ 501 (c)(3) I l501(c)(
)•< (insert no.) I I 4947(a)(1) or I I 527
If "No," attach a list, (see instructions)
J Website: ^ UEC . CSUSB . EDU
H(c) Group exemption number ^
Association
Trust
Other
K Form of organization: l_Xj Corporation
I L Year of formation: 19 6 2| M State of legal domicile: CA
Activities & Governance
Part I Summary
a)
3
Expenses
DC
l_ C/3
°s
~m
o>.£2
co ro
II
1
Briefly describe the organization's mission or most significant activities: TO PROMOTE AND ASSIST
IN
EDUCATION, ADMINISTRATION, AND RELATED SERVICES OF CALIFORNIA STATE
2 Check this box ^- I I if the organization discontinued its operations or disposed of more than 25% of its net a;jsets.
86
3 Number of voting members of the governing body (Part VI, line 1 a)
3
76
4 Number of independent voting members of the governing body (Part VI, line 1 b)
4
1195
5 Total number of individuals employed in calendar year 201 0 (Part V, line 2a)
5
83
6 Total number of volunteers (estimate if necessary)
6
0.
7 a Total unrelated business revenue from Part VIII, column (C), line 12
7a
0.
b Net unrelated business taxable income from Form 990-T, line 34
7b
Prior Year
Current Year
30,104,247.
28, 307,353.
8 Contributions and grants (Part VIII, line 1h)
1,026,459.
2, 133,919.
9 Program service revenue (Part VIII, line 2g)
609,837.
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d)
1, 2 7 6 , 7 5 8 .
4,812,224.
0.
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)
3
6
,
5
5
2
,
7
6
7
.
7
1
8
,
0
3
0.
31,
12 Total revenue • add lines 8 through 1 1 (must equal Part VIII, column (A), line 12)
0.
0.
13 Grants and similar amounts paid (Part IX, column (A), lines 1-3)
0.
0.
14 Benefits paid to or for members (Part IX, column (A), line 4)
13,495,553.
15, 6 7 9 , 9 8 8 .
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-1 0)
0.
0.
16a Professional fundraising fees (Part IX, column (A), line 11e)
b Total fundraising expenses (Part IX, column (D), line 25) ^
0.
55,012,971.
19, 5 3 7 , 4 4 1 .
17 Other expenses (Part IX, column (A), lines 11a-11d, 11f-24f)
68,508,524.
35, 217,429.
18 Total expenses. Add lines 13-17 (must equal Part IX, column (A), line 25)
-31,955,757.
-3, 4 9 9 , 3 9 9 .
19 Revenue less expenses. Subtract line 18 from line 12
Beginning of Current Year
End of Year
46,775,477.
45, 3 9 8 , 6 2 0 .
20 Total assets (Part X, line 1 6)
9,335,483.
12, 9 3 6 , 1 9 4 .
21 Total liabilities (Part X, line 26)
37,439,994.
32, 4 6 2 , 4 2 6 .
22 Net assets or fund balances. Subtract line 21 from line 20
[ Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is
true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
k
Date
^ Signature of officer
Sign
Here
k ROBERT GARDNER,
* Type or print name and title
Paid
Preparer
Use Only
TREASURER
Preparer's signature
Print/Type preparer's name
TERRY SHEA
Firm's name ^. ROGERS , ANDERSON , MALODY & SCOTT,
Firm's address ^ 735 E. CARNEGIE DRIVE, SUITE 100
SAN BERNARDINO, CA 9 2 4 0 8
May the IRS discuss this return with the preparer shown above? (see instructions)
03200102-22-11
LHA For Paperwork Reduction Act Notice, see the separate instructions.
Date
Check
|
|
PTIN
self-employed
LLP
Firm's EINfr.
Phoneno.
( 9 0 9 ) 889-0871
LJ^Yes
JNO
Form 990 (2010)
SEE SCHEDULE 0 FOR ORGANIZATION MISSION STATEMENT CONTINUATION
Form990(2010)
| Part III | Statement of Program Service Accomplishments
1
95-6067343
Check if Schedule O contains a response to any question in this Part III
Briefly describe the organization's mission:
Page2
LXj
TO PROMOTE AND ASSIST IN EDUCATION, ADMINISTRATION, AND RELATED
SERVICES OF CALIFORNIA STATE UNIVERSITY, SAN BERNARDINO.
2
3
4
4a
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ?
If "Yes," describe these new services on Schedule O.
Did the organization cease conducting, or make significant changes in how it conducts, any program services?
If "Yes," describe these changes on Schedule O.
Describe the exempt purpose achievements for each of the organization's three largest program services by expenses.
Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and
allocations to others, the total expenses, and revenue, if any, for each program service reported.
(Code:
) (Expenses $ 2 9 , 0 0 1 , 5 9 3 . including grants of $
) (Revenue $
I
IVOR I~X"I No
LXj Yes I
I No
119 , 192 . )
GRANTS AND CONTRACTS - PROVIDE STAFF SALARIES; OPERATING SUPPLIES;
BOOKS AND MATERIALS; TUITION, STIPENDS AND EQUIPMENT. GRANTS ARE FOR
RESEARCH, TEACHING AND COMMUNITY SERVICE PROJECTS.
4b (Code:
) (Expenses $
5 9 5 , 6 8 5 . including grants of $
) (Revenue $
615 ,
CHILDREN'S & INFANT CENTERS
4c
(Code:
) (Expenses $
2 , 6 6 8 , 5 3 3 . including grants of $
) (Revenue $
23,631.
SCHOLARSHIPS - COORDINATE SCHOLARSHIP DONATIONS WITH THE STUDENT
AWARDED SCHOLARSHIPS. STUDENT AWARDS WERE 700.
4d
4e
Other program services. (Describe in Schedule O.)
(Expenses $
7 9 6 , 1 0 0 . including grants of $
Total program service expenses ^
33,061,911.
032002
12-21-10
) (Revenues
1,375,412. )
Form 990 (2010)
Form 990 (2010)
95-6067343
Page3
Part IV | Checklist of Required Schedules
Yes
1
Is the organization described in section 501 (c)(3) or 4947(a)(1) (other than a private foundation)?
If "Yes," complete Schedule A
2
3
Is the organization required to complete Schedule B, Schedule of Contributors?
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for
public office? If "Yes," complete Schedule C, Part I
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501 (h) election in effect
during the tax year? If "Yes," complete Schedule C, Part II
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or
similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part III
5
6
Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to
provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II
7
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete
ScheduleD, Part III
8
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide
credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV
Did the organization, directly or through a related organization, hold assets in term, permanent, or quasi-endowments?
If "Yes," complete Schedule D, Part V
4
7
10
11
1
No
X
2
X
3
X
4
X
6
_
X
X
9
10
X
11a
X
If the organization's answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X
as applicable.
a Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete Schedule D,
Part VI
b Did the organization report an amount for investments - other securities in Part X, line 12 that is 5% or more of its total
assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII
11b _
c Did the organization report an amount for investments • program related in Part X, line 13 that is 5% or more of its total
assets reported in PartX, line 16?/f "Yes," complete Schedule D, Part VIII
11c _
d Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in
PartX, line 16? If "Yes," complete Schedule D, Part IX
11d _
e Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, PartX
11e
f
Did the organization's separate or consolidated financial statements for the tax year include a footnote that addresses
the organization's liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, PartX
12a Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
ScheduleD, PartsXI, XII, andXIII
b Was the organization included in consolidated, independent audited financial statements for the tax year?
If "Yes," and if the organization answered "No"toline 12a, then completing Schedule D, Parts XI, XII, and XIII is optional
13 Is the organization a school described in section 170(b)(1)(A)(ii)?/rYes,"comp/efeSc/7edu/e£
14a Did the organization maintain an office, employees, or agents outside of the United States?
b Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business,
and program service activities outside the United States? If "Yes," complete Schedule F, Parts I and IV
11f _
12a
I2b
13
X
X
X_
14a _
14b _
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization
or entity located outside the United States? If "Yes," complete Schedule F, Parts II and IV
15
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals
located outside the United States? If "Yes," complete Schedule F, Parts III and IV
16
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX,
column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I
18 Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines
1cand8a?/f "Yes," complete Schedule G, Part II
19 Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes,"
complete Schedule G, Part III
20a Did the organization operate one or more hospitals? If "Yes," complete Schedule H
X
X
X
17
17
18 _
19
20a
]
b If "Yes" to line 20a, did the organization attach its audited financial statements to this return? Note. Some Form 990 filers that
operate one or more hospitals must attach audited financial statements (see instructions)
I 20b |
Form 990 (2010)
032003
12-21-10
Form 990 (2010)
95-6 0 67343
Page 4
Part IV Checklist of Required Schedules (continued)
Yes
21
22
23
24a
b
c
d
25a
b
26
27
28
a
b
c
29
30
31
32
33
34
Did the organization report more than $5,000 of grants and other assistance to governments and organizations in the
United States on Part IX, column (A), line 1? If "Yes," complete Schedule I, Parts I and II
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX,
column (A), line 2? If "Yes," complete Schedule I, Parts I and III
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization's current
and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete
Schedule J
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the
last day of the year, that was issued after December 31, 2002? If "Yes," answer lines 24b through 24d and complete
Schedule K. If "No", go to line 25
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?
Did the organization maintain an escrow account other than a refunding escrow at any time during the year to defease
any tax-exempt bonds?
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a
disqualified person during the year? If "Yes," complete Schedule L, Part I
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and
that the transaction has not been reported on any of the organization's prior Forms 990 or 990-EZ? If "Yes," complete
Schedule L, Parti
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified
person outstanding as of the end of the organization's tax year? If "Yes," complete Schedule L, Part II
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial
contributor, or a grant selection committee member, or to a person related to such an individual? If "Yes," complete
Schedule L, Part III
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV
instructions for applicable filing thresholds, conditions, and exceptions):
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV
A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer,
director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation
contributions? If "Yes," complete Schedule M
Did the organization liquidate, terminate, or dissolve and cease operations?
If "Yes," complete Schedule N, Parti
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets?/^ "Ves," complete
ScheduleN, PartII
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations
sections 301.7701 -2 and 301.7701 -3? If "Yes," complete Schedule R, Part I
Was the organization related to any tax-exempt or taxable entity?
If "Yes," complete Schedule R, Parts II, III, IV, and V, line 1
35 Is any related organization a controlled entity within the meaning of section 512(b)(13)?
a Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of
section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2
I I Yes QT] No
36 Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization?
If "Yes," complete Schedule R, Part V, Iine2
37 Did the organization conduct more than 5% of its activities through an entity that is not a related organization
and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VI
38 Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19?
Note. All Form 990 filers are required to complete Schedule O
032004
12-21-10
No
21
X
22
X
23
X
24a
24b
X
24c
24d
25a
_25b
X
26
X
27
X
28a
28b
X_
28c
29
X_
30
31
X
32
X
33
34
X
35
36
X
37
38
X
Form 990 (2010)
Form 990 (2010)
Part V | Statements Regarding Other IRS Filings and Tax Compliance
95-6067343
PageS
Check if Schedule O contains a response to any question in this Part V
Yes
1a Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable
1a
b Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable
1b
c Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming
(gambling) winnings to prizewinners?
1c
2a Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements,
1195
filed for the calendar year ending with or within the year covered by this return
2a
b If at least one is reported on line 2a, did the organization file all required federal employment tax returns?.
2b
Note. If the sum of lines 1 a and 2a is greater than 250, you may be required to e-file. (see instructions)
3a Did the organization have unrelated business gross income of $1,000 or more during the year?
3a
b If "Yes," has it filed a Form 990-T for this year? If "No," provide an explanation in Schedule O
| 3b
4a At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a
financial account in a foreign country (such as a bank account, securities account, or other financial account)?
4a
b If "Yes," enter the name of the foreign country: ^
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?
5a
b Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
c If "Yes," to Nne5aor5b, did the organization file Form 8886-T?
5c
6a Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit
any contributions that were not tax deductible?
6a
b If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts
were not tax deductible?
6b
7 Organizations that may receive deductible contributions under section 170(c).
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? 7a
b If "Yes," did the organization notify the donor of the value of the goods or services provided?
7b
c Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required
to file Form 8282?
7c
d If "Yes," indicate the number of Forms 8282 filed during the year
| 7d
e Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
f Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?
7f
g If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?
7g
h If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? 7h
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting
organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?
8
9
a
b
10
a
b
11
a
b
12a
b
13
a
b
c
14a
b
Sponsoring organizations maintaining donor advised funds.
Did the organization make any taxable distributions under section 4966?
Did the organization make a distribution to a donor, donor advisor, or related person?
Section 501(c)(7) organizations. Enter:
Initiation fees and capital contributions included on Part VIII, line 12
10a
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
| 10b
Section 501(c)(12) organizations. Enter:
Gross income from members or shareholders
11a
Gross income from other sources (Do not net amounts due or paid to other sources against
amounts due or received from them.)
I 11b
Section 4947(a)( 1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041 ?
If "Yes," enter the amount of tax-exempt interest received or accrued during the year
| 12b |
Section 501(c)(29) qualified nonprofit health insurance issuers.
Is the organization licensed to issue qualified health plans in more than one state?
Note. See the instructions for additional information the organization must report on Schedule O.
Enter the amount of reserves the organization is required to maintain by the states in which the
organization is licensed to issue qualified health plans
13b
Enter the amount of reserves on hand
| 13c
Did the organization receive any payments for indoor tanning services during the tax year?
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O
032005
12-21-10
No
511
X
X
X
X
X
•;
9a
9b
12a
13a
14a
X.
| 14b
Form 990 (2010)
Form 990 (2010)
95-6067343
PageG
Part VI | Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and lor a "No" response
to line 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI
Section A. Governing Body and Management
Yes
1a Enter the number of voting members of the governing body at the end of the tax year
1a
b Enter the number of voting members included in line 1 a, above, who are independent
1b
2 Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other
officer, director, trustee, or key employee?
3 Did the organization delegate control over management duties customarily performed by or under the direct supervision
of officers, directors or trustees, or key employees to a management company or other person?
4 Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
5 Did the organization become aware during the year of a significant diversion of the organization's assets?
6 Does the organization have members or stockholders?
7a Does the organization have members, stockholders, or other persons who may elect one or more members of the
governing body?
b Are any decisions of the governing body subject to approval by members, stockholders, or other persons?
8 Did the organization contemporaneously document the meetings held or written actions undertaken during the year
by the following:
a The governing body?
b Each committee with authority to act on behalf of the governing body?
9 Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the
organization's mailing address? If "Yes," provide the names and addresses in Schedule O
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
No
86
76
2
X
3
4
5
6
X
X
X
X
7a
7b
X
X
8a
8b
X
X
9
X
Yes I No
10a Does the organization have local chapters, branches, or affiliates?
b If "Yes," does the organization have written policies and procedures governing the activities of such chapters, affiliates,
and branches to ensure their operations are consistent with those of the organization?
11a Has the organization provided a copy of this Form 990 to all members of its governing body before filing the form?
b Describe in Schedule O the process, if any, used by the organization to review this Form 990.
12a Does the organization have a written conflict of interest policy? If "No," go fo line 13
b Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise
to conflicts?
c Does the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe
in Schedule O how this is done
13 Does the organization have a written whistleblower policy?
14 Does the organization have a written document retention and destruction policy?
15 Did the process for determining compensation of the following persons include a review and approval by independent
persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a The organization's CEO, Executive Director, or top management official
b Other officers or key employees of the organization
If "Yes" to line 15a or 15b, describe the process in Schedule O. (See instructions.)
16a Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a
taxable entity during the year?
b If "Yes," has the organization adopted a written policy or procedure requiring the organization to evaluate its participation
in joint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization's
exempt status with respect to such arrangements?
,_„..
,.
10a
10b
11a
X
12a
X
12b
X
12c
13
14
X
X
15a _
15b X
16a
16b
Section C. Disclosure
17
18
19
20
List the states with which a copy of this Form 990 is required to be 1
Section 6104 requires an organization to make its Forms 1023 (or 1024 if applicable), 990, and 990-T (501 (c)(3)s only) available for
public inspection. Indicate how you make these available. Check all that apply.
I X I Own website
I
I Another's website
I X I Upon request
Describe in Schedule O whether (and if so, how), the organization makes its governing documents, conflict of interest policy, and financial
statements available to the public.
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: ^
LISA IANNOLO - 909-537-3922
5500 UNIVERSITY PARKWAY, SAN BERNARDINO, CA
92407
Form 990 (2010)
032006
12-21-10
6
Form 990 (2010)
95-6067343
[Part vil| Compensation of Officers, Directors, Trustees, Key Employees, Highest Compensated
Employees, and Independent Contractors
PaqeT
Check if Schedule O contains a response to any question in this Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization's tax year.
• List all of the organization's current officers, directors, trustees (whether individuals or organizations), regardless of amount of compensation.
Enter -0- in columns (D), (E), and (F) if no compensation was paid.
• List all of the organization's current key employees, if any. See instructions for definition of "key employee."
• List the organization's five current highest compensated employees (other than an officer, director, trustee, or key employee) who received reportable
compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the organization and any related organizations.
• List all of the organization's former officers, key employees, and highest compensated employees who received more than $100,000 of
reportable compensation from the organization and any related organizations.
• List all of the organization's former directors or trustees that received, in the capacity as a former director or trustee of the organization,
more than $10,000 of reportable compensation from the organization and any related organizations.
List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest compensated employees;
and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(C)
(B)
Average
Position
hours per
(check all that apply)
week
^
(describe
hours for
o
£
S2
related
organizations
in Schedule ;>
1
£
0)
,
Key employee
Highest compensated
employee
(A)
Name and Title
(D)
Reportable
compensation
from
the
organization
(W-2/1099-MISC)
(E)
Reportable
compensation
from related
organizations
(W-2/1099-MISC)
(F)
Estimated
amount of
other
compensation
from the
organization
and related
organizations
NEALE PERKINS
PRESIDENT
ALBERT KARNIG
1.00
X
X
0.
0.
0.
CEO
1.00
X
X
0.
338,013.
62,522.
EDWARD TEYBER
VICE PRESIDENT
1.00
X
X
0.
92,170.
33,352.
1.00
X
X
0.
0.
0.
1.00 X
X
0.
183,848.
50,396.
1.00 X
0.
0.
0.
DIRECTOR
DONALD AVERILL
1.00 X
0.
0.
0.
DIRECTOR
BETTY BARKER
1.00 X
0.
0.
0.
DIRECTOR
GLENDA BAYLESS
1.00 X
0.
0.
0.
DIRECTOR
VIRGINIA M. BLUMENTHAL
DIRECTOR
RUSSELL V. BOGH
DIRECTOR
MICHAEL BRACKEN
DIRECTOR
JACK H. BROWN
1.00 X
0.
0.
0.
1.00
X
0.
0.
0.
1.00
X
0.
0.
0.
1.00 X
0.
0.
0.
DIRECTOR
ROBERT BURLINGAME
1.00
X
0.
0.
0.
DIRECTOR
ARTHUR BUTLER
DIRECTOR
TONI CALLICOTT
1.00
X
0.
0.
0.
1.00
X
0.
0.
0.
1.00
X
0.
0.
LOIS CARSON
SECRETARY
ROBERT GARDNER
TREASURER
MARIE ALONZO
DIRECTOR
WILLIAM ANTHONY
DIRECTOR
032007 12-21-10
0.
Form 990 (2010)
Form 990 (2010)
95-6067343
| Part VII Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
Institutional trustee
(B)
(C)
Average
Position
hours per
week
(describe
hours for
1
related
organizations
o^
1
in Schedule
i
0)
ft
Individual trustee or director
(A)
Name and title
,
(D)
Reportable
compensation
from
the
organization
(W-2/1099-MISC)
(E)
Reportable
compensation
from related
organizations
(W-2/1099-MISC)
PaqeS
(F)
Estimated
amount of
other
compensation
from the
organization
and related
organizations
ALI CAYIR
DIRECTOR
STEVE
1.00
X
0.
0.
0.
1.00
X
0.
0.
0.
1.00
X
0.
0.
0.
1.00
X
0.
0.
0.
1.00
X
0.
0.
0.
1.00
X
0.
0.
0.
1.00
X
0.
0.
0.
1.00
X
0.
0.
0.
1.00
X
0.
0.
0.
146,270.
329,944.
476,214.
I. CHIANG
DIRECTOR
GREG K.
CHRISTIAN
DIRECTOR
HENRY COIL
DIRECTOR
NICHOLAS J.
CO0SSOULIS
DIRECTOR
JIM CUEVAS
DIRECTOR
CARL DAMERON
DIRECTOR
JAMIL DADA
DIRECTOR
THEODORE W. DUTTON
DIRECTOR
1b
c
d
2
0.
614,031.
Sub-total
>
3 6 0 , 8 8 5 . 1,060,129.
Total from continuation sheets to Part VII, Section A
*
3 6 0 , 8 8 5 . 1,674,160.
Total (add lines 1b and 1c)
Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable
compensation from the organization ^-
Yes
No
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on
X
line 1 a? If "Yes," complete Schedule J for such individual
3
For any individual listed on line 1 a, is the sum of reportable compensation and other compensation from the organization
X
and related organizations greater than $150,000? If "Yes," complete Schedule J for such individual
4
Did any person listed on line 1 a receive or accrue compensation from any unrelated organization or individual for services
X
rendered to the organization? If "Yes," complete Schedule J for such person
5
Section B. Independent Contractors
1 Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from
the organization.
(A)
(C)
(B)
Description of services
Compensation
Name and business address
SEA WEST ENTERPRISES, INC.
373 E FOOTHILL BLVD , SAN DIMAS , CA 91773
LAND FORMS LANDSCAPE CONSTRUCTIONS, 27601
FORBES RD STE 3 6 , LACUNA NIGUEL , CA 9 2 6 7 7
EMERGING GROWTH ENTERPRISES, LLC , 1020
PROSPECT STREET, SUITE 2 5 0 , LA JOLLA, CA
MORGAN STATE UNIVERSITY, 1700 E. COLD
SPRING LANE, BALTIMORE, MD 21251
EVALUATION & DEVELOPMENT ASSOC , LLC
530 S LAKE AVE #401, PASADENA, CA 91101
2
CONTRACT SERVICES
FOR OBSERVATORY
CONTRACT SERVICES
FOR WATER RESOURCES
CONTRACT SERVICES
FOR ITTN COURSE DVLP
CONTRACT SERVICES
FOR ITTN COURSE DVLP
1 CONTRACT SERVICES
POR ACES MATHEMATICS
1,184,145.
464,686.
185,000.
162,000.
129,649.
Total number of independent contractors (including but not limited to those listed above) who received more than
$1 00,000 in compensation from the organization ^5
SEE PART VII, SECTION A CONTINUATION SHEETS
032008 12-21-10
Form 990 (2010)
Form 990 (2010)
95-6067343
22
1 s
1
CD
Key employee
I*
Highest compensated employee
| Part VII Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
(B)
(C)
(D)
(E)
Name and title
Average
Position
Reportable
Reportable
hours
compensation
compensation
per
from
from related
week
the
organizations
organization
(W-2/1099-MISC)
^
.1
(W-2/1099-MISC)
o
(F)
Estimated
amount of
other
compensation
from the
organization
and related
organizations
1
£
WILLIAM EASLEY
DIRECTOR
1.00
X
0.
0.
0.
1.00
X
0.
0.
0.
1.00
X
0.
0.
0.
1.00
X
0.
0.
0.
1.00
X
0.
0.
0.
1.00
X
0.
0.
0.
1.00
X
0.
0.
0.
1.00
X
0.
0.
0.
1.00
X
0.
0.
0.
1.00
X
0.
0.
0.
1.00
X
0.
0.
0.
1.00
X
0.
0.
0.
1.00
X
0.
0.
0.
1.00
X
0.
0.
0.
1.00
X
0.
0.
0.
1.00
X
0.
0.
0.
1.00
X
0.
0.
0.
1.00
X
0.
0.
0.
1.00
X
0.
0.
0.
1.00
X
0.
0.
0.
MARK EDWARDS
DIRECTOR
JAMES EGAN
DIRECTOR
JIM ERICKSON
DIRECTOR
GERRY FAWCETT
DIRECTOR
JAMES FERGUSON
DIRECTOR
ROBERT FEY
DIRECTOR
HOWARD FRIEDMAN
DIRECTOR
MICHAEL J.
GALLO
DIRECTOR
GRACIANO GOMEZ
DIRECTOR
ALLEN B.
GRESHAM
DIRECTOR
W. BENSON RARER, JR.
DIRECTOR
GARNER HOLT
DIRECTOR
JIM
IMBIORSKI
DIRECTOR
DOROTHY INGHRAM
DIRECTOR
AARON KNOX
DIRECTOR
RICK LAZAR
DIRECTOR
WILFRID LEMANN
DIRECTOR
DOBBIN LO
DIRECTOR
PAUL MATA
DIRECTOR
Total to Part VII, Section A, line 1c
032201 12-21-10
Form 990 (2010)
95-6067343
Part VII Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
(C)
(B)
(D)
(E)
Name and title
Average
Position
Reportable
Reportable
hours
compensation
compensation
per
from
from related
week
the
organizations
1
organization
(W-2/1099-MISC)
E"
.1
(W-2/1099-MISC)
o
f
1
g
Key employee
-^
•g
_0
£
e»
in
(F)
Estimated
amount of
other
compensation
from the
organization
and related
organizations
1
BARBARA MCGEE
1.00
X
0.
0.
0.
1.00
X
0.
0.
0.
1.00
X
0.
0.
0.
1.00
X
0.
0.
0.
1.00
X
0.
0.
0.
1.00
X
0.
0.
0.
1.00
X
0.
0.
0.
1.00
X
0.
0.
0.
1.00
X
0.
0.
0.
DIRECTOR
1.00
X
0.
0.
0.
PATRICK O'REILLY
DIRECTOR
1.00
X
0.
0.
0.
1.00
X
0.
0.
0.
1.00
X
0.
0.
0.
1.00
X
0.
0.
0.
1.00
X
0.
0.
0.
1.00
X
0.
0.
0.
1.00
X
0.
0.
0.
1.00
X
0.
0.
0.
1.00 X
0.
0.
0.
1.00
0.
0.
0.
DIRECTOR
CHARLES MCNEELY
DIRECTOR
MICHAEL R.
MILLER
DIRECTOR
LOUIS MONVILLE
DIRECTOR
YOLANDA MOSES
DIRECTOR
MICHAEL NAPOLI
DIRECTOR
JOHN NOLAN
DIRECTOR
CHARLES OBERSHAW
DIRECTOR
SHELBY OBERSHAW
DIRECTOR
RICHARD OLIPHANT
MADELEINE PFAU
DIRECTOR
STEVE PON TELL
DIRECTOR
RAY QUINTO
DIRECTOR
JAMES RAMOS
DIRECTOR
ALI RAZI
DIRECTOR
RON REDFERN
DIRECTOR
D. BRIAN
REIDER
DIRECTOR
GEORGE REYES
DIRECTOR
CARLOS RODRIGUEZ
DIRECTOR
X
032201 12-21-10
10
Form 990 (2010)
95-6067343
DONALD L.
| Part VII | Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
(B)
(C)
(D)
(E)
Name and title
Average
Position
Reportable
Reportable
hours
compensation
compensation
per
from
from related
week
the
organizations
|
organization
(W-2/1099-MISC)
1"
(W-2/1099-MISC)
-S
1
o
i
E"
0)
bz
(F)
Estimated
amount of
other
compensation
from the
organization
and related
organizations
1
£
ROGERS
DIRECTOR
1.00
X
0.
0.
0.
1.00
X
0.
0.
0.
1.00
X
0.
0.
0.
1.00
X
0.
0.
0.
1.00
X
0.
0.
0.
1.00
X
0.
50,192.
13,819.
1.00
X
0.
0.
0.
1.00
X
0.
0.
0.
1.00
X
0.
0.
0.
1.00
X
0.
0.
0.
1.00
X
0.
0.
0.
1.00
X
0.
0.
0.
1.00
X
0.
0.
0.
1.00 X
0.
198,060.
49,207.
1.00
X
0.
86,670.
20,726.
1.00
X
0.
229,614.
44,249.
1.00
X
0.
0.
0.
1.00
X
0.
114,925.
31,034.
1.00
X
0.
143,724.
39,803.
1.00 X
0.
101,862.
30,923.
CINDY ROTH
DIRECTOR
ALI SAHABI
DIRECTOR
PHILLIP SAVAGE,
IV
DIRECTOR
GEORGE H.
SCHNARRE
DIRECTOR
LARRY R.
SHARP
DIRECTOR
PAUL SHIMOFF
DIRECTOR
BARBARA SIMMONS
DIRECTOR
ERNEST H.
SIVA
DIRECTOR
BRUCE D. VARNER
DIRECTOR
JAMES R. WATSON
DIRECTOR
ELLEN
WEISSER
DIRECTOR
D.
LINN WILEY
DIRECTOR
ANDREW BODMAN
DIRECTOR
DOROTHY CHEN-MAYNARD
DIRECTOR
SPENCER FREUND
DIRECTOR
JUSTINE PLEMONS
DIRECTOR
CINDI PRINGLE
DIRECTOR
FRANK RINCON
DIRECTOR
BARBARA SIROTNIK
DIRECTOR
032201 12-21-10
11
Form 990 (2010)
95-6067343
I
Highest compensated employee
Key employee
Part VII | Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
(B)
(C)
(D)
(E)
Name and title
Average
Position
Reportable
Reportable
hours
compensation
compensation
per
from
from related
week
the
organizations
organization
(W-2/1099-MISC)
(W-2/1099-MISC)
(F)
Estimated
amount of
other
compensation
from the
organization
and related
organizations
1
FRANCOISE AYLMER
DIRECTOR
1.00
X
0.
135,082.
29,836.
40.00
X
129,000.
0.
25,707.
40.00
X
122,400.
0.
23,226.
40.00
X
109,485.
0.
21,414.
360,885.
1,060,129.
329,944.
DEBORAH BURNS
EXECUTIVE DIRECTOR
TIMOTHY
GERRITY
DIR OF OTTC
KRISTINE A.
ALEXANDER
ED CAL ARTS PROG
032201 12-21-10
12
Form 990 (2010)
95-6067343
Page9
I Part VIII I Statement of Revenue
gifts, grants
ar amounts
(A)
Total revenue
1 a Federated campaigns
Program Service
Revenue
Contributio
and other s
«FI
1b
c
d
e
f
Fundraising events
Related organizations
Government grants (contribut ons)
All other contributions, gifts, grants, and
similar amounts not included above
1c
1d
1e
16933443.
if
11373910.
g
Noncash contributions included in lines 1a-1f: S
a
b
c
d
OTHER SERVICES (ALUMNI
CHILDREN'S & INFANT CE
GRANTS & CONTRACTS
SCHOLARSHIPS
Royalties
6 a
b
c
d
7 a
Gross Rents
Less: rental expenses
Rental income or (loss)
Net rental income or (loss)
Gross amount from sales of
assets other than inventory
b Less: cost or other basis
and sales expenses
c Gain or (loss)
(D)
excludeTfrom
tax under
sections 51 2,
513, or 514
28307353.
1 , 3 7 5 , 4 1 2 . 1,375,412.
615,684.
615,684.
611310
119,192.
119,192.
611310
23,631.
23,631.
611310
^•
2,133,919.
^•
^
783,227.
783,227.
493,531.
493,531.
^
(ii) Personal
(i) Real
Other Revenue
^•
Business Code
611310
e
f All other program service revenue
g Total.Add lines 2a-2f
3
Investment income (including dividends, interest, and
other similar amounts)
4
Income from investment of tax-exempt bond proceeds
5
(C)
Unrelated
business
revenue
1a
b Membership dues
h Total. Add lines 1a-1f
2
(B)
Related or
exempt function
revenue
^
(j)J5ecurit es
7905467 .
(ii) Other
7369895.
535,572.
42,041.
-42,041.
d Net gain or (loss)
8 a Gross income from fundraising events (not
including $
of
^•
contributions reported on line 1c). See
Part IV, line 18
a
b Less: direct expenses
b
c Net income or (loss) from fundraising events
>
9 a Gross income from gaming activities. See
Part IV, line 19
b Less: direct expenses
c Net income or (loss) from gaming activities
10 a Gross sales of inventory, less returns
and allowances
b Less: cost of goods sold
c Net income or (loss) from sales of inventory
Miscellaneous Revenue
a
b
..
*>
a
b
^Business Code
11 a
b
c
d All other revenue
e Total. Add lines 1 1 a-1 1 d
12
Total revenue. See instructions.
>
^
31718030. 2,133,919.
032009
12-21-10
0. 1276758.
Form 990 (2010)
13
BERNARDINO
Form 990 (2010)
UNIVERSITY, SAN
Part IX | Statement of Functional Expenses
95-6067343
PagelO
Section 501(c)(3) and 501(c)(4) organizations must complete all columns.
All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
1
2
3
4
5
6
7
8
9
10
11
a
b
c
d
e
f
g
12
13
14
15
16
17
18
19
20
21
22
23
24
a
b
c
d
Grants and other assistance to governments and
organizations in the U.S. See Part IV, line 21
Grants and other assistance to individuals in
the U.S. See Part IV, line 22
Grants and other assistance to governments,
organizations, and individuals outside the U.S.
See Part IV, lines 15 and 16
Benefits paid to or for members
Compensation of current officers, directors,
trustees, and key employees
Compensation not included above, to disqualified
persons (as defined under section 4958(f)(1)) and
persons described in section 4958(c)(3)(B)
Other salaries and wages
Pension plan contributions (include section 401(k)
and section 403(b) employer contributions)
Other employee benefits
Payroll taxes
Fees for services (non-employees):
Management
Legal
Accounting
Lobbying
Professional fundraising services. See Part IV, line 17
Investment management fees
Other
Advertising and promotion
Office expenses
Information technology
Royalties
Occupancy
Travel
Payments of travel or entertainment expenses
for any federal, state, or local public officials
Conferences, conventions, and meetings
Interest
Payments to affiliates
Depreciation, depletion, and amortization
Insurance
Other expenses. Itemize expenses not covered
above. (List miscellaneous expenses in line 24f. If line
24f amount exceeds 10% of line 25, column (A)
amount, list line 24f expenses on Schedule 0.)
STIPENDS, ROOM & BOARD
SCHOLARSHIPS
MISCELLANEOUS
STUDENT SERVICES
(A)
Total expenses
(B)
Program service
expenses
360,885.
(C)
Management and
general expenses
(D)
Fundraising
expenses
360,885.
10,299,679.
9,799,344.
500,335.
5,019,424.
4,526,493.
492,931.
507,033.
507,033.
115,620.
3,980,304.
115,620.
3,980,304.
3,744,113.
3,642,271.
101,842.
728,012.
721,979.
6,033.
543,607.
89,117.
505,943.
12,045.
37,664.
77,072.
5,496,717.
2,668,533.
1,367,176.
297,209.
5,496,717.
2,668,533.
1,295,453.
297,209.
35,217,429.
33,061,911.
71,723.
e
f All other expenses
25 Total functional expenses. Add lines 1 through 24f
26 Joint costs. Check here ^ I I if following SOP
98-2 (ASC 958-720). Complete this line only if the
organization reported in column (B) joint costs from a
combined educational campaign and fundraising
solicitation
2,155,518.
0.
Form 990 (2010)
032010 12-21-10
14
Form 990 (2010)
Part X Balance Sheet
95-6067343
(A)
Beginning of year
1
2
3
4
5
£
8
J?
Liability
»
w
8
(0
sts or Fur
•D
«
<J
s
z
Cash - non-interest-bearing
Savings and temporary cash investments
Pledges and grants receivable, net
Accounts receivable, net
Receivables from current and former officers, directors, trustees, key
employees, and highest compensated employees. Complete Part II
of Schedule L
6 Receivables from other disqualified persons (as defined under section
4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing
employers and sponsoring organizations of section 501 (c)(9) voluntary
employees' beneficiary organizations (see instructions)
7 Notes and loans receivable, net
8 Inventories for sale or use
9 Prepaid expenses and deferred charges
10a Land, buildings, and equipment: cost or other
basis. Complete Part VI of Schedule D
10a
8,037,240.
b Less: accumulated depreciation
10b
3,344,298.
1 1 Investments - publicly traded securities
12 Investments - other securities. See Part IV, line 1 1
13 Investments - program-related. See Part IV, line 1 1
14 Intangible assets
15 Other assets. See Part IV, line 1 1
16 Total assets. Add lines 1 throuqh 15 (must equal line 34)
17 Accounts payable and accrued expenses
18 Grants payable
19 Deferred revenue
20 Tax-exempt bond liabilities
21 Escrow or custodial account liability. Complete Part IV of Schedule D
22 Payables to current and former officers, directors, trustees, key employees,
highest compensated employees, and disqualified persons. Complete Part II
of Schedule L
23 Secured mortgages and notes payable to unrelated third parties
24 Unsecured notes and loans payable to unrelated third parties
25 Other liabilities. Complete Part X of Schedule D
26 Total liabilities. Add lines 17 throuqh 25
Organizations that follow SFAS 117, check here ^- LXj and complete
lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets
28 Temporarily restricted net assets
29 Permanently restricted net assets
Organizations that do not follow SFAS 117, check here ^ I I and
complete lines 30 through 34.
30 Capital stock or trust principal, or current funds
31 Paid-in or capital surplus, or land, building, or equipment fund
32 Retained earnings, endowment, accumulated income, or other funds
33 Total net assets or fund balances
34 Total liabilities and net assets/fund balances
Page11
(B)
End of year
1
12,247,360.
2,742,507.
5,261,520.
2
3
4
10,883,100.
782,393.
3,040,310.
5
6
7
8
9,748.
3,650,341.
6,038,261.
15,686,907.
112,913.
9
10c
11
4,692,942.
24,762,687.
12
13
77,502.
1,061,331.
46,775,477.
3,562,411.
14
15
16
17
62,944.
1,061,331.
45,398,620.
2,406,797.
18
19
20
21
22
23
24
5,773,072.
9,335,483.
25
26
10,529,397.
12,936,194.
1,287,115.
27
-1,987,429.
onU j yQ o
cU
n /b
aa
^
o ab .
15,202,213.
28
29
1 Q
O1
lo , 1Izl
,O
^/4*7/ .
16,328,608.
30
31
32
37,439,994.
46,775,477.
33
34
32,462,426.
45,398,620.
Form 990 (2010)
032011 12-21-10
15
Part XI | Reconciliation of Net Assets
Form 990 (2010)
95-6067343
Page12
Check if Schedule O contains a response to any question in this Part XI
1
2
3
4
5
Total revenue (must equal Part VIII, column (A), line 12)
Total expenses (must equal Part IX, column (A), line25)
Revenue less expenses. Subtract line 2 from line 1
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A))
Other changes in net assets or fund balances (explain in Schedule O)
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B))
I_X_
1
2
3
4
5
6
31,718,030
35 , 217 , 429
-3,499,399
37,439,994.
—1,478,169.
32,462,426
| Part Xll| Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII.
Yes
1
2a
b
c
d
3a
b
Accounting method used to prepare the Form 990: I I Cash
I X I Accrual I I Other
If the organization changed its method of accounting from a prior year or checked "Other," explain in Schedule O.
Were the organization's financial statements compiled or reviewed by an independent accountant?
Were the organization's financial statements audited by an independent accountant?
If "Yes" to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit,
review, or compilation of its financial statements and selection of an independent accountant?
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
If "Yes" to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a
separate basis, consolidated basis, or both:
r X I Separate basis
I I Consolidated basis
I I Both consolidated and separate basis
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit
Act and OMB Circular A-133?
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit
or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
032012 12-21-10
16
2a
2b
X
2c
X
3a
X
No
3b
X
Form 990 (2010)
SCHEDULE A
Public Charity Status and Public Support
(Form 990 or 990-EZ)
OMB No. 1545-0047
2010
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Open to Public
Inspection
^ Attach to Form 990 or Form 990-EZ. ^- See separate instructions.
Name of the organization
95-6067343
Part 1 | Reason for Public Charity Status (All organizations must complete this part.) See instructions.
nternal Revenue Service
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1 I I A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).
2 O A school described in section 170(b)(1)(A)(ii). (Attach Schedule E.)
3 I I A hospital or a cooperative hospital service organization described in section l70(b)(1)(A)(iii).
4 I I A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name,
city, and state:
An organization operated for the benefit of a college or university owned or operated by a governmental unit described in
section 170(b)(1)(A)(iv). (Complete Part II.)
6 I I A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).
7 I I An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in
section 170(b)(1)(A)(vi). (Complete Part II.)
8 I I A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)
9 I I An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from
activities related to its exempt functions - subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment
income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30,1975.
See section 509(a)(2). (Complete Part III.)
10 I I An organization organized and operated exclusively to test for public safety. See section 509(a)(4).
11 I I An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or
more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box that
describes the type of supporting organization and complete lines 11 e through 11 h.
a I I Typo I
h I I Typp ii
c I I Type III - Functionally integrated
dl_J Type III - Other
e I I By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than
foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).
f
If the organization received a written determination from the IRS that it is a Type I, Type II, or Type III
supporting organization, check this box
g
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii) and (iii) below,
Yes No
the governing body of the supported organization?
(ii) A family member of a person described in (i) above?
(iii) A 35% controlled entity of a person described in (i) or (ii) above?
h
Provide the following information about the supported organization(s).
(i) Name of supported
organization
(ii)EIN
(iii) Type of
(vi)lsthe
[iv) Is the organization (v) Did you notify the
in col.
organization
in col. (i) listed in your organization in col. organization
(described on lines 1-9 governing document? (i) of your support? (i) organized in the
U.S.?
above or IRC section
(see instructions))
Yes
No
Yes
No
Yes
No
Total
LHA For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
(vii) Amount of
support
Schedule A (Form 990 or 990-EZ) 2010
032021 12-21-10
17
Schedule A (Form 990 or 990-EZ) 2010 UNIVERSITY, SAN BERNARDINO
95-6067343
Part II Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
Page 2
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization
fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in)^1 Gifts, grants, contributions, and
membership fees received. (Do not
include any "unusual grants.")
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e)2010
(f) Total
7 2 3 9 5 4 7 . 3 4 7 7 5 0 0 8 . 3 3 0 2 2 2 9 3 . 3 0 1 0 4 2 4 7 . 2 8 3 0 7 3 5 3 . 133448448
2 Tax revenues levied for the organization's benefit and either paid to
or expended on its behalf
3 The value of services or facilities
furnished by a governmental unit to
the organization without charge
4 Total. Add lines 1 through 3
5 The portion of total contributions
by each person (other than a
governmental unit or publicly
supported organization) included
on line 1 that exceeds 2% of the
amount shown on line 1 1 ,
column (f)
6
7 2 3 9 5 4 7 . 3 4 7 7 5 0 0 8 . 3 3 0 2 2 2 9 3 . 30104247. 28307353. 133448448
133448448
Public Support. Subtract line 5 from line 4.
Section B. Total Support
Calendar year (or fiscal year beginning in) ^7 Amounts from line 4
8 Gross income from interest,
dividends, payments received on
securities loans, rents, royalties
and income from similar sources
9 Net income from unrelated business
activities, whether or not the
business is regularly carried on
10 Other income. Do not include gain
or loss from the sale of capital
assets (Explain in Part IV.)
11 Total support. Add lines 7 through 10
(a) 2006
(b) 2007
(c) 2008
(e)2010
(d) 2009
(f) Total
7239547. 3 4 7 7 5 0 0 8 . 3 3 0 2 2 2 9 3 . 30104247. 2 8 3 0 7 3 5 3 . 133448448
1084289.
945,807. 962,052.
609,837.
3597532.
3843797.
4812224.
4246004.
783,227.
4385212.
16499557.
154333217
12 Gross receipts from related activities, etc. (see instructions)
12 I
13 First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501 (c)(3)
organization, check this box and stop here
Section C. Computation of Public Support Percentage
14 Public support percentage for 201 0 (line 6, column (f) divided by line 11, column (f))
15 Public support percentage from 2009 Schedule A, Part II, line 14
14
15
86.47
83.30
%
%
16a 33 1/3% support test-2010.If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box and
stop here. The organization qualifies as a publicly supported organization
b 33 1/3% support test - 2009. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
17a 10% -facts-and-circumstances test-2010.lf the organization did not check a box on line 13,16a, or 16b, and line 14 is 10% or more,
and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part IV how the organization
meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization
b 10% -facts-and-circumstances test - 2009.If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or
more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part IV how the
organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization
18 Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see instructions
032022
12-21-10
18
Page 3
Part II |r£
Support Schedule for Organizations Described in Section 509(a){2)
fs
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to
qualify under the tests listed below, please complete Part I
Section A. Public Support
Calendar year (or fiscal year beginning in) ^-
(a) 2006
(b) 2007
(c) 2008
(d) 2009
(e)2010
(f) Total
1 Gifts, grants, contributions, and
membership fees received. (Do not
include any "unusual grants.")
2 Gross receipts from admissions,
merchandise sold or services performed, or facilities furnished in
any activity that is related to the
organization's tax-exempt purpose
3 Gross receipts from activities that
are not an unrelated trade or business under section 513
4 Tax revenues levied for the organization's benefit and either paid to
or expended on its behalf
i
5 The value of services or facilities
furnished by a governmental unit to
the organization without charge
6 Total. Add lines 1 through 5
7 a Amounts included on lines 1 , 2, and
3 received from disqualified persons
b Amounts included on lines 2 and 3 received
from other than disqualified persons that
exceed the greater of $5,000 or 1% of the
amount on line 13 for the year
c Add lines 7a and 7b
8
Public support (Subtract line 7c from line 6.)
Section B. Total Support
Calendar year (or fiscal year beginning in) ^-
(a) 2006
(c) 2008
(b) 2007
(d) 2009
(e)2010
(f) Total
9 Amounts from line 6
10a Gross income from interest,
dividends, payments received on
securities loans, rents, royalties
and income from similar sources
b Unrelated business taxable income
(less section 511 taxes) from businesses
acquired after June 30, 1975
c Add lines 1 0a and 1 0b
11 Net income from unrelated business
activities not included in line 10b,
whether or not the business is
regularly carried on
12 Other income. Do not include gain
or loss from the sale of capital
assets (Explain in Part IV.)
13
Total Support (Add lines 9, 10c, 11, and 12.)
14 First five years. If the Form 990 is fo the organization's first, second, third, fourth, or fifth tax year as a section 501 (c)(3) organization,
check this box and stop here
Section C. Computation of Public Support Percentage
15 Public support percentage for 201 0 (line 8, column (f) divided by line 1 3, column (f))
16 Public support percentage from 2009 Schedule A, Part III, line 15
15
%
16
%
Section D. Computation of Investment Income Percentage
17 Investment income percentage for 2010 (line 10c, column (f) divided by line 13, column (f))
17
18 Investment income percentage from 2009 Schedule A, Part III, line 17
18
19a 33 1/3% support tests - 2010. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not
more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
^-l
I
b33 1/3% support tests - 2009. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3%, and
line 18 is not more than 33 1 /3%, check this box and stop here. The organization qualifies as a publicly supported organization
^-1 I
20 Private foundation. If the organization did not check a box on line 14,19a, or 19b, check this box and see instructions
^-L
032023 12-21-10
19
Schedule A (Form 990 or 990-EZ) 2010 UNIVERSITY, SAN BERNARDINO
9 5 - 6 0 6 7 3 4 3 Pa ge4
| Part IV | Supplemental Information. Complete this part to provide the explanations required by Part II. line 10; Part II, line 17a or 17b;
and Part III, line 12. Also complete this part for any additional information. (See instructions).
PART II, LINE 10 - OTHER INCOME:
NATURE AND SOURCE
2010
2009
2008
2007
2006
COMMISSIONS
0
1,127,445
1,223,713
227,681
124,514
MISCELLANEOUS
0
86,820
161,059
174,947
3,473,018
INDIRECT COST RECOVERY 0
2,757,239
2,135,815
1,194,623
0_
840,720
725,417
2,246,546
0
OTHER REVENUE
TOTAL
0
$0
$4,812,224 $4,246,004 $3,843,797 $3,597,532
032024 12-21-10
20
SCHEDULE D
Supplemental Financial Statements
(Form 990)
^ Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8,9, 10, 11, or 12.
^ Attach to Form 990. ^ See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
95-6067343
| Part I | Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the
organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds
(b) Funds and other accounts
Total number at end of year
Aggregate contributions to (during year)
Aggregate grants from (during year)
Aggregate value at end of year
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds
are the organization's property, subject to the organization's exclusive legal control?
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only
for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring
impermissible private benefit?
| Part II | Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
2
Yes
a NO
Yes
No
Purpose(s) of conservation easements held by the organization (check all that apply).
I
I Preservation of land for public use (e.g., recreation or education)
I I Preservation of an historically important land area
I
I Protection of natural habitat
I I Preservation of a certified historic structure
I
I Preservation of open space
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last
day of the tax year.
Held at the End of the Tax Year
a
b
c
d
3
4
5
6
7
8
9
Total number of conservation easements
2a
Total acreage restricted by conservation easements
2b
Number of conservation easements on a certified historic structure included in (a)
2c
Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure
2d
listed in the National Register
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the tax
year ^Number of states where property subject to conservation easement is located ^Does the organization have a written policy regarding the periodic monitoring, inspection, handling of
Yes
No
violations, and enforcement of the conservation easements it holds?
Staff and volunteer hours devoted to monitoring, inspecting, and enforcing conservation easements during the year ^
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year ^ $
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i)
I
I Yes
I
I No
and section 170(h)(4)(B)(ii)? ..
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and balance sheet, and
include, if applicable, the text of the footnote to the organization's financial statements that describes the organization's accounting for
conservation easements.
[ Part HI | Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a If the organization elected, as permitted under SFAS 116(ASC958), not to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIV,
the text of the footnote to its financial statements that describes these items.
b If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical
treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts
relating to these items:
(i) Revenues included in Form 990, Part VIII, line 1
^ $_
1,061,331.
(ii) Assets included in Form 990, PartX
^- $ _
2 If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide
the following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a Revenues included in Form 990, Part VIII, line 1
^- $ _
Assets included in Form 990, Part X
> $
LMA For Paperwork Reduction Act Notice, see the Instructions for Form 990.
032051
12-20-10
21
Schedule D (Form 990) 2010
95-6067343 Page2
Part I | Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3 Using the organization's acquisition, accession, and other records, check any of the following that are a significant use of its collection items
(check all that apply):
a I X | Public exhibition
d I X I Loan or exchange programs
X | Scholarly research
e I I Other
b
c i X | Preservation for future generations
4 Provide a description of the organization's collections and explain how they further the organization's exempt purpose in Part XIV.
5 During the year, did the organization solicit or receive donations of art, historical treasures, or other similar assets
to be sold to raise funds rather than to be maintained as part of the organization's collection?
I I Yes
| Part IV | Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990, Part IV, line 9, or
reported an amount on Form 990, Part X, line 21.
1a Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not included
on Form 990, Part X?
If "Yes," explain the arrangement in Part XIV and complete the following table:
,J
I Yes
No
IZZl No
Amount
c Beginning balance
1C
d Additions during the year
1d
e Distributions during the year
1e
f Ending balance
1f
I
I Yes
I I No
2a Did the organization include an amount on Form 990, Part X, line 21 ?
b If "Yes," explain the arrangement in Part XIV.
| Part V | Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(c) Two years back (d) Three years back (e) Four years back
(a) Current year
(b) Prior year
16,426,507.
13,401,462.
14,189,699.
1a Beginning of year balance
368,302.
392,596.
1,338,219.
b Contributions
3,914,337.
2,632,449.
-1,734,557.
c Net investment earnings, gains, and losses
361,648.
327,980.
d Grants or scholarships
e Other expenditures for facilities
584,212.
and programs
82,026.
63,919.
f Administrative expenses
16,426,507.
19,681,260.
13,401,462.
g End of year balance
Provide the estimated percentage of the year end balance held as:
Board designated or quasi-endowment ^- _
°/>
82.97
%
Permanent endowment
17.03
c Term endowment
3a Are there endowment funds not in the possession of the organization that are held and administered for the organization
by:
(i) unrelated organizations
(ii) related organizations
b If "Yes" to 3a(ii), are the related organizations listed as required on ScheeMe R?
4 Describe in Part XIV the intended uses of the organization's endowment funds.
| Part VI Land, Buildings, and Equipment, see Form 990, Part x line 10.
Description of investment
(a) Cost or other
basis (investment)
1a Land
b Buildings
c Leasehold improvements
d Equipment
e Other
Total. Add lines 1 a through 1e. (Column (d) must equal Form 990, Part X, column
(b) Cost or other
basis (other)
(c) Accumulated
depreciation
4,640.
3,904,549.
441,733.
2,019,153.
1,667,165.
1,916,327.
272,456.
1,155,515.
(B), line 10(c).)
032052
12-20-10
22
Yes
3a(i)
3a(ii)
3b
No
X
X
(d) Book value
4,640.
1,988,222.
169,277.
863,638.
1,667,165.
4,692,942.
^Schedule D (Form 990) 2010
| Part Vll| Investments - Other Securities, see Form 990, Part x, line 12.
(a) Description of security or category
(b) Book value
(including name of security)
95-6067343 Page3
(c) Method of valuation:
Cost or end-of-year market value
(1) Financial derivatives
(2) Closely-held equity interests
(3) Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
(D
Total. (Col (b) must equal Form 990, Part X, col (B) line 12.) ^•
Part VIII | Investments - Program Related, see Form 990, Part x, line 13
(a) Description of investment type
(c) Method of valuation:
Cost or end-of-year market value
(b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Col (b) must equal Form 990, Part X, col (B) line 13.) ^•
Part IX I Other Assets. See Form 990, Part X, line 15.
(a) Description
(b) Book value
(D
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
Total. (Column (b) must equal Form 990, PartX, col (B) line 15.)
| Part X | Other Liabilities, see Form 990, Part x, line 25.
(a) Description of liability
1.
^(b) Amount
("0 Federal income taxes
2,052,307.
8,477,090.
(2) LIABILITY
TO BENEFICIARIES
POST-RETIREMENT
MEDICAL BENEFITS
(3)
(4)
(5)
(6)
(7)
(8)
(9)
(10)
(11)
Total. (Column (b) must equal Form 990, Part X, col (B) line 25.)
>•
10,529,397.
2.
FIN 48 (ASC 740).
032053
12-20-10
23
95-6067343
Part XI Reconciliation of Change in Net Assets from Form 990 to Audited Financial Statements
Page4
1 Total revenue (Form 990, Part VIII, column (A), line 12)
31,718,030.
1
2 Total expenses (Form 990, Part IX, column (A), line 25)
35,217,429.
2
-3,499,399.
3 Excess or (deficit) for the year. Subtract line 2 from line 1
3
4 Net unrealized gains (losses) on investments
2,803,199.
4
5 Donated services and use of facilities
5
6 Investment expenses
6
7 Prior period adjustments
7
8 Other (Describe in Part XIV.)
8
9 Total adjustments (net). Add lines 4 through 8
2,803,199.
9
-696,200.
10 Exc ess or (deficit) for the year per audited financial statements. Combine lines 3 and 9
10
| Part XII | Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
34 ,521 , 2 2 9 .
Total revenue, gains, and other support per audited financial statements
1
Amounts included on line 1 but not on Form 990, Part VIII, line 12:
2,803,199.
a Net unrealized gains on investments
2a
b Donated services and use of facilities
2b
c Recoveries of prior year grants
2c
d Other (Describe in Part XIV.)
2d
2 , 8 0 3 ,199.
2e
e Add lines 2a through 2d
31 ,718 , 0 3 0 .
3 Subtract line 2e from line 1
3
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
4a
a Investment expenses not included on Form 990, Part VIII, line 7b
4b
b Other (Describe in Part XIV.)
0.
4c
31 ,718 , 0 3 0 .
5
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part 1, line 12.)
| Part Xlll| Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
35,217,429.
1
1 Total expenses and losses per audited financial statements
1
2
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities
b Prior year adjustments
c Other losses
d Other (Describe in Part XIV.)
e Add lines 2a through 2d
3 Subtract line 2e from line 1
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIM, line 7b
b Other (Describe in Part XIV.)
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part 1, line 18.)
| Part XIV| Supplemental Information
2a
2b
2c
2d
2e
0.
3
35,217,429.
4a
4b
4c
0.
5
35,217,429.
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1aand 4; Part IV, lines 1b and 2b; Part V, line 4; Part
X, line 2; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
PART III,
LINE 4: THE FOUNDATION'S ART COLLECTION AIDS IN THE
EDUCATIONAL MISSION OF THE CALIFORNIA STATE UNIVERSITY, SAN BERNARDINO. IT
IS USED AS A STUDY AID FOR ART STUDENTS AS WELL AS AN EDUCATIONAL
OPPORTUNITY FOR LOCAL ELEMENTARY AND HIGH SCHOOL STUDENTS AND THE
COMMUNITY.
PART V, LINE 4: ENDOWMENT FUNDS ARE USED PRIMARILY FOR DESIGNATED
SCHOLARSHIPS. THERE ARE SOME FUNDS THAT ARE DESIGNATED TO SUPPORT PROGRAM
032064
12-20-10
24
D (Form 990) 2010
95-6067343 Pages
| Part XIV| Supplemental Information (continued)
FUNCTIONS.
032055
12-20-10
25
SCHEDULE J
(Form 990)
Part I
Compensation Information
OMB No. 1545-0047
2010
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
^- Complete if the organization answered "Yes" to Form 990,
Part IV, line 23.
^- Attach to Form 990.
^- See separate instructions.
Open to Public
Inspection
95-6067343
Questions Regarding Compensation
Yes
No
1a Check the appropriate box(es) if the organization provided any of the following to or for a person listed in Form 990,
Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
I
I First-class or charter travel
I I Housing allowance or residence for personal use
I
I Travel for companions
I I Payments for business use of personal residence
I
I Tax indemnification and gross-up payments
I I Health or social club dues or initiation fees
I
I Discretionary spending account
I I Personal services (e.g., maid, chauffeur, chef)
b If any of the boxes on line 1 a are checked, did the organization follow a written policy regarding payment or
reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain
2 Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all officers, directors,
trustees, and the CEO/Executive Director, regarding the items checked in line 1a?
3
Indicate which, if any, of the following the organization uses to
CEO/Executive Director. Check all that apply.
I
I Compensation committee
I
I Independent compensation consultant
I
I Form 990 of other organizations
1b
2
establish the compensation of the organization's
I I Written employment contract
I X | Compensation survey or study
I X I Approval by the board or compensation committee
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a, with respect to the filing
organization or a related organization:
a Receive a severance payment or change-of-control payment from the organization or a related organization?
b Participate in, or receive payment from, a supplemental nonqualified retirement plan?
c Participate in, or receive payment from, an equity-based compensation arrangement?
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only section 501(c)(3) and 50l(c)(4) organizations must complete lines 5-9.
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any compensation
contingent on the revenues of:
The organization?
Any related organization?
If "Yes" to line 5a or 5b, describe in Part III.
6 For persons listed in Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any compensation
contingent on the net earnings of:
a The organization?
b Any related organization?
If "Yes" to line 6a or 6b, describe in Part III.
' For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed payments
not described in lines 5 and 6? If "Yes," describe in Part III
8 Were any amounts reported in Form 990, Part VII, paid or accrued pursuant to a contract that was subject to the
initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe in Part III
9 If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in
Requlations section 53.4958-6(c)? ..
LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990.
032111
12-21-10
26
4a
X
4b
X
X
4c
5a
5b
X
X
6b
X
X
7
X
8
X
6a
9
Schedule J (Form 990) 2010
95-6067343
| Part II | Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
Page 2
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the instructions, on row (ii).
Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, line 1 a.
(B) Breakdown of W-2 and/or 1099-MISC compensation
(i) Base
compensation
(A) Name
1 ALBERT KARNIG
2 ROBERT GARDNER
3 ANDREW BODMAN
4 SPENCER FREUND
5 FRANK RINCON
6 FRANCO I SE AYLMER
7 DEBORAH BURNS
8
9
10
11
12
13
14
15
16
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
(i)
(ii)
0.
338,013.
0.
183,848.
0.
198,060.
0.
229,614.
0.
143,724.
0.
135,082.
129,000.
0.
(ii) Bonus &
incentive
compensation
(iii) Other
reportable
compensation
0.
0.
0.
0.
0.
0.
0.
0.
0.
0.
0.
0.
0.
0.
0.
0.
0.
0.
0.
0.
0.
0.
0.
0.
0.
0.
0.
0.
(C)
Retirement and
other deferred
compensation
0.
49,809.
0.
33,492.
0.
36,068.
0.
30,916.
0.
27,087.
0.
18,916.
14,448.
0.
(D)
Nontaxable
benefits
0.
12,713.
0.
16,904.
0.
13,139.
0.
13,333.
0.
12,716.
0.
10,920.
11,259.
0.
(E)
Total of columns
(B)(i)-(D)
0.
400,535.
0.
234,244.
0.
247,267.
0.
273,863.
0.
183,527.
0.
164,918.
154,707.
0.
(F)
Compensation
reported in prior
Form 990 or
Form 990-EZ
0.
0.
0.
0.
0.
0.
0.
0.
0.
0.
0.
0.
0.
0.
032112 12-21-10
27
SCHEDULE O
Supplemental Information to Form 990 or 990-EZ
(Form 990 or 990-EZ)
Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
- Attach to Form 990 or 990-EZ.
FOUNDATION FOR THE CALIFORNIA
STATE
OMB No. 1545-0047
2010
Open to Public
Inspection
95-6067343
FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION:
UNIVERSITY, SAN BERNARDINO.
FORM 990, PART III, LINE 3, CHANGES IN PROGRAM SERVICES:
TRANSFER OF PALM DESERT CAMPUS BUILDINGS TO CALIFORNIA STATE
UNIVERSITY, SAN BERNARDINO COMPLETED IN PRIOR YEAR.
FORM 990, PART III, LINE 4D, OTHER PROGRAM SERVICES;
OTHER ACTIVITIES - ALUMNI ASSOCIATION, BOOKSTORE, FOOD SERVICES,
VENDING & PC LAB.
EXPENSES $ 796,100.
INCLUDING GRANTS OF $ 0.
REVENUE $ 1,375,412
FORM 990, PART VI, SECTION A, LINE 2: CHARLES AND SHELBY OBERSHAW ARE
HUSBAND AND WIFE.
FORM 990, PART VI, SECTION B, LINE 11: A COPY OF FORM 990 IS PROVIDED TO
AND REVIEWED BY MANAGEMENT AND THE BOARD OF DIRECTORS BEFORE IT IS FILED.
FORM 990, PART VI, SECTION B, LINE 12C: EACH MEMBER OF THE BOARD SHALL
RECEIVE ANNUALLY A COPY OF THE APPLICABLE SECTIONS OF THE CALIFORNIA
EDUCATION CODE WITH INTERPRETATION OF THE LAW BY THE FOUNDATION'S COUNSEL
AND WILL CERTIFY, BY SIGNATURE, HIS OR HER COMPLIANCE.
FORM 990, PART VI, SECTION B, LINE 15: COMPARABILITY STUDIES ARE USED. THE
GOVERNING BOARD APPROVES THE SALARY FOR THE EXECUTIVE DIRECTOR.
LHA For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
032211
01-24-11
28
Schedule O (Form 990 or 990-EZ) (2010)
Page 2
95-6067343
FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION MAKES ITS
GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS AVAILABLE TO THE
PUBLIC THROUGH ITS WEBSITE AND ALSO UPON REQUEST OF THE PUBLIC AT THE
ORGANIZATION'S ADMINISTRATIVE OFFICE.
FORM 990, PART XI, LINE 5, CHANGES IN NET ASSETS:
NET UNREALIZED GAINS ON INVESTMENTS:
2,803,199.
PRIOR PERIOD ADJUSTMENTS:
-4,281,368.
TOTAL TO FORM 990, PART XI, LINE 5
-1,478,169.
FORM 990, PART XI, LINE 2C:
THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR.
01-24-11
29
p
t ..
2010
>• Complete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
^ Attach to Form 990.
^- See separate instructions.
Part 1
OMB No. 1545-0047
Related Organizations and Unrelated Partnerships
SCHEDULE R
(Form 990)
Open to Public
Inspection
95-6067343
Identification of Disregarded Entities (Complete if the organization answered "Yes" to Form 990, Part IV, line 33.)
(a)
(b)
(c)
(d)
(e)
Name, address, and EIN
of disregarded entity
Primary activity
Legal domicile (state or
Total income
End-of-year assets
(f)
Direct controlling
entity
foreign country)
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related tax-exempt
organizations during the tax year.)
(a)
of related organization
(b)
Primary activity
(c)
Legal domicile (state or
foreign country)
(d)
Exempt Code
section
(e)
Public charity
status (if section
501(c)(3))
(f)
Direct controlling
entity
Section Jl2(bX13)
controlled
entty?
Yes
No
CALIFORNIA STATE UNIVERSITY, SAN BERNARDINO
-
33-0644150,
BERNARDINO,
5 5 0 0 UNIVERSITY PARKWAY, SAN
CA
92407
PUBLIC UNIVERSITY
OF CALIFORNIA
- STATE
STATE
:ALIFORNIA
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
032161
12-21-10
LHA
115 (1)
INSTITUTION
X
Schedule R (Form 990) 2010
30
Part II
95-6067343
Page2
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related
organizations treated as a partnership during the tax year.)
(a)
Part IV
(b)
Primary activity
(c)
Legal
domicile
(state or
foreign
country)
(d)
Direct controlling
entity
(e)
(f)
(g)
(h)
Predominant income
(related, unrelated,
excluded from tax under
sections 512-514)
Share of total
income
Share of
end-of-year
assets
Disproportionate allocations?
Yes
No
(k)
(i)
(j)
General or Percentage
Code V-UBI
amount in box managing ownership
20 of Schedule partner?
K-1 (Form 1065) res No
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" to Form 990, Part IV, line 34 because it had one or more related
organizations treated as a corporation or trust during the tax year.)
(a)
032162 12-21-10
(b)
Primary activity
(c)
Legal domicile
(state or
foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total
income
(9)
Share of
end-of-year
assets
(h)
Percentage
ownership
Part V
95-6067343
Page3
Transactions With Related Organizations (Complete if the organization answered "Yes" to Form 990, Part IV, line 34, 35, 35a, or 36.)
Yes
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
1 During the tax year, did the organization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties or(iv) rent from a controlled entity
b Gift, grant, or capital contribution to other organization(s)
c Gift, grant, or capital contribution from other organization(s)
d Loans or loan guarantees to or for other organization(s)
e Loans or loan guarantees by other organization(s)
1a
1b
1c
Sale of assets to other organization(s)
Purchase of assets from other organization(s)
Exchange of assets
Lease of facilities, equipment, or other assets to other organization(s)
j
k
I
m
n
Lease of facilities, equipment, or other assets from other organization(s)
Performance of services or membership or fundraising solicitations for other organization(s)
Performance of services or membership or fundraising solicitations by other organization^)
Sharing of facilities, equipment, mailing lists, or other assets
Sharing of paid employees
1h
X
1k
_
1m
1n
X
1o
o Reimbursement paid to other organization for expenses
p Reimbursement paid by other organization for expenses
1p
q Other transfer of cash or property to other organization(s)
r Other transfer of cash or property from other organization(s)
2 If the answer to any of the above is "Yes," see the in
CALIFORNIA STATE UNIVERSITY, SAN
(1) BERNARDINO
CALIFORNIA STATE UNIVERSITY, SAN
(2) BERNARDINO
_
X
1d
1e
1f
f
g
h
i
(a)
Name of other organization
No
1q
1r
(b)
Transaction
type (a-r)
(c)
Amount involved
0
8 , 4 0 9 , 7 4 2 . FMV
P
522,879.|FMV
X
X
(d)
Method of determining
amount involved
(3)
(4)
(5)
(6)
032163 12-21-10
32
Part VI
95-6067343page4
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" to Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue)
that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Are all partners
section 501(cX3
organizations?
Yes
No
(e)
Share of end-ofyear assets
(f)
Disproportionate
allocations?
Yes
No
(h)
(g)
General or
Code V-UBI
managing
amount in box 20
partner?
of Schedule K-1
(Form 1065)
Yes No
032164
12-21-10
33
| Part VII [ Supplemental Information
95-6067343
Page 5
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
34
Form 8868
(Rev. January 2011)
Application for Extension of Time To File an
Exempt Organization Return
OMB No. 1545-1709
^ File a separate application for each return.
• If you are filing for an Automatic 3-Month Extension, complete only Part I and check this box
^- I X I
• If you are filing for an Additional (Not Automatic) 3-Month Extension, complete only Part II (on page 2 of this form).
Do not complete Part II unless you have already been granted an automatic 3-month extension on a previously filed Form 8868.
Electronic filing (e-file). You can electronically file Form 8868 if you need a 3-month automatic extension of time to file (6 months for a corporation
required to file Form 990-T), or an additional (not automatic) 3-month extension of time. You can electronically file Form 8868 to request an extension
of time to file any of the forms listed in Part I or Part II with the exception of Form 8870, Information Return for Transfers Associated With Certain
Personal Benefit Contracts, which must be sent to the IRS in paper format (see instructions). For more details on the electronic filing of this form,
'w.jrs.gov/efile and click on e-ffle for Charities & Nonprofits.
_
| Part I |
Automatic 3-Month Extension Of Time. Only submit original (no copies needed).
A corporation required to file Form 990-T and requesting an automatic 6-month extension - check this box and complete
Part lonly ....................
All other corporations (including 1 120-C filers), partnerships, REMICs, and trusts must use Form 7004 to request an extension of time
to file income tax returns.
Type or
print
File by the
due date for
filing your
return. See
instructions.
Name of exempt organization
I
I
95-6067343
Number, street, and room or suite no. If a P.O. box, see instructions.
5 5 0 0 UNIVERSITY PARKWAY
City, town or post office, state, and ZIP code. For a foreign address, see instructions.
SAN BERNARDINO, CA
92407
Enter the Return code for the return that this application is for (file a separate application for each return)
Application
Return Application
Return
Code
Is For
Is For
Code
Form 990-T (corporation)
01
07
Form 990
Form 1041 -A
Form 990-BL
02
08
Form 990-EZ
03
Form 4720
09
Form 990-PF
04
Form 5227
10
11
Form 990-T (sec. 401 (a) or 408(a) trust)
05
Form 6069
12
Form 990-T (trust other than above)
06
Form 8870
LISA IANNOLO
• The books are in the care of ^ 5 5 0 0 UNIVERSITY PARKWAY
Telephone No> 9 0 9 - 5 3 7 - 3 9 2 2
FAX No. *>
^ Q
• If the organization does not have an office or place of business> in the Un ited States, check this box
• If this is for a Group Return, enter the organization's four digit <3roup Exe mption Number (GEN)
. If this is for the whole group, check this
box ^ [ J . If it is for part of the group, check this box ^ L
and atta :h a list with the names and EINs of all members the extension is for.
1
I request an automatic 3-month (6 months for a corporation required to file Form 990-T) extension of time until
FEBRUARY 15, 2012 , to file the exempt organization return for the organization named above. The extension
is for the organization's return for:
^•T
I calendar year
or
JUL 1, 2010
, and ending JUN 30,
2011
I tax year beginning
2
If the tax year entered in line 1 is for less than 12 months, check reason:
I
I Change in accounting period
Initial return
3a
Final return
If this application is for Form 990-BL, 990-PF, 990-T, 4720, or 6069, enter the tentative tax, less any
0.
3a
nonrefundable credits. See instructions.
$
b
If this application is for Form 990-PF, 990-T, 4720, or 6069, enter any refundable credits and
0.
estimated tax payments made. Include any prior year overpayment allowed as a credit.
3b $
c
Balance due. Subtract line 3b from line 3a. Include your payment with this form, if required,
0.
3c
by using EFTPS (Electronic Federal Tax Payment System). See instructions.
$
Caution. If you are going to make an electronic fund withdrawal with this Form 8868, see Form 8453-EO and Form 8879-EO for payment instructions.
LHA
For Paperwork Reduction Act Notice, see Instructions.
Form 8868 (Rev. 1 -2011)
023841
01-03-11
35
*****
Form 8879-EO
THIS IS NOT A FILEABLE COPY * * * * *
IRS e-file Signature Authorization
for an Exempt Organization
For calendar year 2010, or fiscal year beginning
JUL
1
, 2010, and ending
JUN
30
OMB No. 1545-1878
11
Do not send to the IRS. Keep for your records.
^- See instructions.
Name 01 exempt organization
2010
95-6067343
Name and title of officer
ROBERT GARDNER
TREASURER
Part
Type of Return and Return Information (whole Dollars Only)
Check the box for the return for which you are using this Form 8879-EO and enter the applicable amount, if any, from the return. If you check the box
on line 1a, 2a, 3a, 4a, or 5a, below, and the amount on that line for the return being filed with this form was blank, then leave line 1b, 2b, 3b, 4b, or 5b,
whichever is applicable, blank (do not enter -0-). But, if you entered -0- on the return, then enter -0- on the applicable line below. Do not complete more
than 1 line in Part I.
1a
2a
3a
4a
5a
Form 990 check here
Form 990-EZ check here
Form 1120-POL check here
Form 990-PF check here
l
Form 8868 check here ^ CHI
[ Part II |
1b
2b
3b
4b
5b
b Total revenue, if any (Form 990, Part VIII, column (A), line 12)
b Total revenue, if any (Form 990-EZ, line 9)
b Total tax (Form 11 20-POL, line 22) ...............................
I
b Tax based on investment income (Form 990-PF, Part VI, line 5)
b Balance Due (Form 8868, Part I, line 3c or Part II, line 8c)
31718030
Declaration and Signature Authorization of Officer
Under penalties of perjury, I declare that I am an officer of the above organization and that I have examined a copy of the organization's 2010
electronic return and accompanying schedules and statements and to the best of my knowledge and belief, they are true, correct, and complete. I
further declare that the amount in Part I above is the amount shown on the copy of the organization's electronic return. I consent to allow my
intermediate service provider, transmitter, or electronic return originator (ERO) to send the organization's return to the IRS and to receive from the IRS
(a) an acknowledgement of receipt or reason for rejection of the transmission, (b) the reason for any delay in processing the return or refund, and (c)
the date of any refund. If applicable, I authorize the U.S. Treasury and its designated Financial Agent to initiate an electronic funds withdrawal (direct
debit) entry to the financial institution account indicated in the tax preparation software for payment of the organization's federal taxes owed on this
return, and the financial institution to debit the entry to this account. To revoke a payment, I must contact the U.S. Treasury Financial Agent at
1-888-353-4537 no later than 2 business days prior to the payment (settlement) date. I also authorize the financial institutions involved in the
processing of the electronic payment of taxes to receive confidential information necessary to answer inquiries and resolve issues related to the
payment. I have selected a personal identification number (PIN) as my signature for the organization's electronic return and, if applicable, the
organization's consent to electronic funds withdrawal.
Officer's PIN: check one box only
[X] I authorize ROGERS, ANDERSON, MALODY & SCOTT,
LLP
to enter my PINlF 3 4 8 9 4
|
Enter five numbers, but
ERO firm name
as my signature on the organization's tax year 2010 electronically filed return. If I have indicated within this return that a copy of the return
is being filed with a state agency(ies) regulating charities as part of the IRS Fed/State program, I also authorize the aforementioned ERO to
enter my PIN on the return's disclosure consent screen.
I
I As an officer of the organization, I will enter my PIN as my signature on the organization's tax year 2010 electronically filed return. If I have
indicated within this return that a copy of the return is being filed with a state agency(ies) regulating charities as part of the IRS Fed/State
program, I will enter my PIN on the return's disclosure consent screen.
Officer's signature^
Part III
****
THIS
IS
NOT A FILEABLE COPY
****
Date ^
Certification and Authentication
ERO's EFIN/PIN. Enter your six-digit electronic filing identification
number (EFIN) followed by your five-digit self-selected PIN.
33117916500
I certify that the above numeric entry is my PIN, which is my signature on the 2010 electronically filed return for the organization indicated above. I
confirm that I am submitting this return in accordance with the requirements of Pub. 4163, Modernized e-File (MeF) Information for Authorized \RS
e-file Providers for Business Returns.
Date
ERO's signature
ERO Must Retain This Form - See Instructions
Do Not Submit This Form To the IRS Unless Requested To Do So
Form 8879-EO (2010)
LHA For Paperwork Reduction Act Notice, see instructions.
023051
12-27-10
36
TAXABLE YEAR
2010
028941 12-16-10
California Exempt Organization
Annual Information Return
Calendar Year 20 10 or fiscal year beginning month JULY
A First Return Filed? 1
1
Yes
nn NO
day
1
FORM
199
year2010
B Type of organization Exempt under Section 23701
IRC Section 4947(a)(1) trust |
|
, and ending month JUNE
D
day 3 0
2011.
year
CORPS
(insert letter)
0438029
Corporation/Organization Name
FEIN
95-6067343
Address
5500 UNIVERSITY PARKWAY
State
City
SAN BERNARDINO
CA
C
Amended Return?
Yes
D
Are you a subordinate/affiliate in a group exemption?
Yes
(8) Is this a group filing for affiliates? See General Instruction L
Yes
(b)
I X I No H
_l No
I
No
(C) Are all affiliates included?
(If "No," attach a list. See instructions.)
I
(d) Is this a separate return tiled by an organization covered by a group ruling? . .
(6)
Federal Group Exemption Number
(f)
Is a roster of subordinates attached?
INC
I Dissolved
I Surrendered (Withdrawn)
* I_
I Merged/Reorganized (attach explanation)
6
I 990T
(2) •
(3)
_
I (Schedule H) 990
Receipts
Expenses
Filing
Fee
I
.
.
I No
I
I Yes
L-
I No
*
I
I Yes
LJ
I No
*
I
I Yes LJ
I No
Did the organization file Form 100 or Form 109 to report
taxable income?
1
Gross sales or receipts from other sources. From Side 2, Part II, line 8
Gross dues and assessments from members and affiliates
3
Gross contributions, gifts, grants, and similar amounts received
4
Total gross receipts for filing requirement test. Add line 1 through line 3.
5
This line must be completed. If the result is less than $25,000, see General Instruction B
5
Cost of goods sold
•
6
Cost or other basis, and sales expenses of assets sold
7
Total costs. Add line 5 and line 6
8
Total gross income. Subtract line 7 from line 4
•
6
•
1
1 0 , 8 2 2 , 6 1 3 . oo
2
00
STMT 1 •
3
2 8 , 3 0 7 , 3 5 3 . oo
•
4
3 9 , 1 2 9 , 9 6 6 . oo
7
00
7,411 , 9 3 6 . oo
11
Filing fee $10 or $25. See General Instruction F
11
7,411,936. oo
3 1 , 7 1 8 , 0 3 0 . oo
3 5 , 2 1 7 , 4 2 9 . oo
- 3 , 4 9 9 , 3 9 9 . oo
10. oo
12
Total payments
12
00
13
Penalties and Interest. See General Instruction J
13
00
14
Use tax. See General Instruction K
9
10
•
8
Total expenses and disbursements. From Side 2, Part II, line 18
•
9
Excess of receipts over expenses and disbursements. Subtract line 9 from line 8
•
10
.
14
00
10. oo
Balance due. Add line 11, line 13, and line 14. Then subtract line 12 from the result
Sign
Date
1 Title
Here
officer6 »>
Date
• Telephone
Check if
self-employed ^ [
5
• Preparer's PTiWSSN
P00165007
• FEIN
Firm's name
(or yours,
employed)
belief,
[TREASURER
Preparer's ^
signature ^
Preparer's
I No
I Yes LJ
*
15
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statement: , and to the best of my knowledge and
it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which prepar sr has any knowledge.
Use Only
instrument,
the
.
i-^
I Yes LJ
Is the organization under audit by the IRS or has the IRS
2
15
Paid
,
r-^
I Yes LJ
_^^^^^^^__
M Is the organization a Limited Liability Company?
N
(3)
Complete Part I unless not required to file this form. See General Instructions B and C.
and
Revenues
Accrual
Is the organization exempt under R&TC Section 23701g? *
audited in a prior year?
If organization is exempt under R&TC Section 23701d and is exclusively religious,
educational, or charitable, and is supported primarily (50% or more) by public
contributions, check box. See General Instruction F. No filing fee is required.
Part I
LKJ
K
L
_ I 990PF
92407
(2)
Did the organization have any changes in its activities, governing
articles of incorporation, or bylaws that have not been reported to
Franchise Tax Board? If "Yes," complete an explanation
,
and attach copies of revised documents ..
* I
Check the box if the organization filed the following federal forms or schedule:
(1) • I_
I Ca:ish
If "Yes* enter amount of gross receipts from nonmember sources $
If a box is checked, enter date *
F
(1) I
J
No
Final return?
* I_
Accounting method used
If exempt under R&TC Section 23701d, has the organization
during the year: (1) participated in any political campaign or
(2) attempted to influence legislation or any ballot measure,
or (3) made an election under R&TC Section 23704.5
(relating to lobbying by public charities)? If "Yes," complete
and attach form FTB 3509, Political or Legislative Activities ,
by Section 23701d Organizations
• I
If "Yes," enter the number of affiliates
* I_
ZIP Code
ROGERS , ANDERSON, MALODY & SCOTT,
735 E. CARNEGIE DRIVE, SUITE 100
May the FTB discuss this return with the preparer shown above? See instructions
For Privacy Notice, get form FTB 1131.
022 |
3651104
LLP
95-2662063
• Telephone
(909)
•UCJves
889-0871
L_J No
Form 199 C1 2010 Side 1
Part II
95-6067343
Organizations with gross receipts of more than $25,000 and private foundations regardless of amount of gross receipts - complete
Part II or furnish substitute information. See Specific Line Instructions.
1
2
Gross sales or receipts from all business activities. See instructions
Interest
•
•
028951 12-16-10
1
00
2
7 8 3 , 2 2 7 . oo
3
Dividends
•
3
00
Receipts
4
Gross rents
•
4
00
from
5
Gross royalties
Other
6
Gross amount received from sale of assets (See instructions)
Sources
7
Other income
8
Total gross sales or receipts from other sources. Add line 1 through line 7.
SEE
•
5
00
STATEMENT
2
•
6
STATEMENT
3
•
7
7 , 9 0 5 , 4 6 7 . oo
2,133,919. oo
8
10,822,613. oo
9
00
Enter here and on Side 1, Part I, line 1
9
Contributions, gifts, grants, and similar amounts paid
•
10 Disbursements to or for members
SEE
STATEMENT
•
10
00
•
•
11
3 6 0 , 8 8 5 . oo
1 0 , 2 9 9 , 6 7 9 . oo
Expenses
11 Compensation of officers, directors, and trustees
12 Other salaries and wages
4
and
13 Interest
•
13
00
Disburse-
14 Taxes
•
14
00
ments
15 Rents
•
15
00
16
5 4 3 , 6 0 7 . oo
2 4 , 0 1 3 , 2 5 8 . oo
3 5 , 2 1 7 , 4 2 9 . oo
16 Depreciation and depletion (See instructions)
•
17 Other
SEE STATEMENT
5
18 Total expenses and disbursements. Add line 9 through line 17. Enter here and on Side 1, Part I, line 9
Beginning of taxable year
Schedule L
Balance Sheets
(a)
Assets
(b)
•
12
17
18
End of taxable year
(d)
. 10,883,100.
•
3,040,310.
•
•
•
•
• 24,762,687.
•
•
(c)
12,247,360.
5,261,520.
1 Cash
2 Net accounts receivable
3 Net notes receivable
4 Inventories
5 Federal and state government obligations
6 Investments in other bonds
STMT
6
8 Mortgage loans (number of loans
9 Other investments
STMT
7 Investments in stock
)
7
6,038,261.
15,686,907.
6,822,574.
( 3,176,873. )
10 a Depreciable assets
b Less accumulated depreciation
11 Land
12 Other assets
STMT
8
13 Total assets
3,645,701. (
4,640.
3,891,088.
46,775,477.
8,032,600.
3,344,298. )
•
•
4,688,302.
4,640.
2,019,581.
45,398,620.
Liabilities and net worth
.
•
•
•
3,562,411.
14 Accounts payable
15 Contributions, gifts, or grants payable
16 Bonds and notes payable
17 Mortgages payable
18 Other liabilities
STMT
10,529,397.
5,773,072.
9
•
•
•
19 Capital stock or principle fund
20
Paid-in or capital surplus. Attach reconciliation
37,439,994.
21 Retained earnings or income fund
22 Total liabilities and net worth
Schedule M-1
2,406,797.
46,775,477.
32,462,426.
45,398,620.
Reconciliation of income per books with income per return
Do not complete this schedule if the amount on Schedule L, line 13, column (d), is less than $25,000
1 Net income per books
696,200.
2 Federal income tax
Income recorded on books this year
3 Excess of capital losses over capital gains
not included in this return
STMT
10
2,803,199.
4 Income not recorded on books this
year
Deductions in this return not charged
against book income this year
5 Expenses recorded on books this year not
deducted in this return
Total. Add line 7 and line 8
6 Total.
Add line 1 through line 5
Side 2 Form 199 C1 2010
2,803,199.
Net income per return.
696,200.
622 |
Subtract line 9 from line 6 ...
3652104
-3,499,399.
FOUNDATION FOR THE CALIFORNIA STATE UNIV
FORM 199
onMTpTTmTfYR'S NAME
95-6067343
CASH CONTRIBUTIONS OF $5000 OR MORE
INCLUDED ON PART I, LINE 3
CONTRIBUTOR'S ADDRESS
STATEMENT
DATE OF
GIFT
1
AMOUNT
03/09/11
5,000.
05/18/11
5,100.
02/14/11
10,000.
12/17/10
42,225.
L2/31/10
11,838.
02/16/11
5,000.
04/12/11
152,674.
04/26/11
50,000.
05/23/11
14,405.
01/26/11
15,000.
06/15/11
9,900.
12/09/10
22,475.
06/30/11
(
25,000.
11/16/10
130,000.
06/06/11
78,695.
12/17/10
40,000.
STATEMENT(S) 1
95-6067343
04/26/11
5,500.
07/01/10
15,000.
02/23/11
258,845.
12/20/10
21,250.
02/09/11
5,500.
05/17/11
10,000.
04/07/11
5,000.
09/27/10
17,496.
09/30/10
50,000.
01/27/11
10,000.
12/09/10
27,180.
10/20/10
10,000.
08/04/10
25,733.
05/23/11
12,500.
06/06/11
10,500.
04/13/11
5,000.
12/07/10
5,000.
09/14/10
5,000.
STATEMENT(S) 1
95-6067343
12/31/10
5,250.
11/15/10
5,000.
12/31/10
5,065.
04/26/11
5,000.
,
04/12/11
5,000.
1
06/17/11
15,018.
02/08/11
6,300.
05/25/11
17,150.
12/31/10
10,000.
09/16/10
100,000.
06/06/11
5,000.
12/31/10
5,000.
11/08/10
17,887.
10/08/10
9,851.
02/08/11
5,000.
f
03/11/11
21,000.
06/06/11
6,600.
07/27/10
10,500.
STATEMENT(S) 1
95-6067343
06/23/11
10,000.
11/02/10
10,000.
12/31/10
48,167.
05/25/11
127,887.
03/07/11
12,000.
12/17/10
27,500.
10/25/10
100,000.
12/31/10
25,000.
11/22/10
25,000.
05/02/11
37,540.
06/06/11
18,000.
12/07/10
6,265.
05/05/11
290,335.
04/19/11
48,182.
11/03/10
(
02/16/11
5,000.
10,000.
09/01/10
35,500.
11/01/10
20,000.
STATEMENT(S) 1
95-6067343
07/14/10
5,000
07/12/10
10,000
03/07/11
11,500
12/01/10
6,352
12/31/10
31,373
2,292,038
STATEMENT(S) 1
FORM 199
95-6067343
STATEMENT
GROSS AMOUNT FROM SALE OF ASSETS
DATE
SOLD
DATE
ACQUIRED
DESCRIPTION
INVESTMENTS IN PUBLICLY-TRADED
SECURITIES
VARIOUS
VARIOUS
COST OR
OTHER BASIS
DATE
ACQUIRED
FURNITURE AND EQUIPMENT
VARIOUS
COST OR
OTHER BASIS
NONE
TOTAL TO FORM 199, PAGE 2, LN 6
FORM 199
0.
0.
DESCRIPTION
PURCHASED
EXPENSE
OF SALE
DEPREC.
7,369,895.
NAME OF BUYER
METHOD
ACQUIRED
DATE
SOLD
7,905,467.
METHOD
ACQUIRED
06/30/11
DEPREC.
GROSS
SALES PRICE
PURCHASED
EXPENSE
OF SALE
GROSS
SALES PRICE
382,618.
340,577.
0.
0.
7,752,513.
340,577.
0.
7,905,467.
OTHER INCOME
STATEMENT
DESCRIPTION
AMOUNT
CHILDREN'S & INFANT CENTERS
OTHER SERVICES (ALUMNI, BOOKSTORE, FOOD SERVICE, PC LAB)
GRANTS & CONTRACTS
SCHOLARSHIPS
615,684.
1,375,412.
119,192.
23,631.
TOTAL TO FORM 199, PART II, LINE 7
2,133,919.
STATEMENT(S) 2, 3
FORM 199
95-6067343
COMPENSATION OF OFFICERS, DIRECTORS AND TRUSTEES
NAME AND ADDRESS
TITLE AND
AVERAGE HRS WORKED/WK
STATEMENT
4
COMPENSATION
NEALE PERKINS
SAN BERNARDINO, CA 92407
PRESIDENT
1.00
0.
LOIS CARSON
SECRETARY
1.00
0.
MARIE ALONZO
DIRECTOR
0.
WILLIAM ANTHONY
DIRECTOR
DONALD AVERILL
DIRECTOR
BETTY BARKER
DIRECTOR
GLENDA BAYLESS
DIRECTOR
VIRGINIA M. BLUMENTHAL
DIRECTOR
RUSSELL V. BOGH
DIRECTOR
MICHAEL BRACKEN
DIRECTOR
JACK H. BROWN
DIRECTOR
1.00
0.
1.00
0.
1.00
0.
1.00
0.
1.00
0.
1.00
0.
1.00
0.
1.00
0.
1.00
STATEMENT(S) 4
ROBERT BURLINGAME
DIRECTOR
ARTHUR BUTLER
DIRECTOR
TONI CALLICOTT
DIRECTOR
ALI CAYIR
DIRECTOR
STEVE I. CHIANG
DIRECTOR
GREG K. CHRISTIAN
DIRECTOR
HENRY COIL
DIRECTOR
NICHOLAS J. COUSSOULIS
DIRECTOR
JIM CUEVAS
DIRECTOR
CARL DAMERON
DIRECTOR
JAMIL DADA
DIRECTOR
THEODORE W. DUTTON
DIRECTOR
WILLIAM EASLEY
DIRECTOR
95-6067343
0.
1.00
0.
1.00
0.
1.00
0.
1.00
0.
1.00
0.
1.00
0.
1.00
0.
1.00
0.
1.00
0.
1.00
0.
1.00
0.
1.00
0.
1.00
STATEMENT(S) 4
95-6067343
MARK EDWARDS
DIRECTOR
JAMES EGAN
DIRECTOR
JIM ERICKSON
DIRECTOR
GERRY FAWCETT
DIRECTOR
JAMES FERGUSON
DIRECTOR
ROBERT FEY
DIRECTOR
HOWARD FRIEDMAN
DIRECTOR
MICHAEL J. GALLO
DIRECTOR
GRACIANO GOMEZ
DIRECTOR
ALLEN B. GRESHAM
DIRECTOR
W. BENSON HARER, JR.
DIRECTOR
GARNER HOLT
DIRECTOR
JIM IMBIORSKI
DIRECTOR
0.
1.00
0.
1.00
0.
1.00
0.
1.00
0.
1.00
0.
1.00
0.
1.00
0.
1.00
0.
1.00
0.
1.00
0.
1.00
0.
1.00
0.
1.00
STATEMENT(S) 4
95-6067343
DOROTHY INGHRAM
DIRECTOR
AARON KNOX
DIRECTOR
RICK LAZAR
DIRECTOR
WILFRID LEMANN
DIRECTOR
DOBBIN LO
DIRECTOR
PAUL MATA
DIRECTOR
BARBARA MCGEE
DIRECTOR
CHARLES MCNEELY
DIRECTOR
MICHAEL R. MILLER
DIRECTOR
LOUIS MONVILLE
DIRECTOR
YOLANDA MOSES
DIRECTOR
MICHAEL NAPOLI
DIRECTOR
JOHN NOLAN
DIRECTOR
0.
1.00
0.
1.00
0.
1.00
0.
1.00
0.
1.00
0.
1.00
0.
1.00
0.
1.00
0.
1.00
0.
1.00
0.
1.00
0.
1.00
0.
1.00
STATEMENT(S) 4
CHARLES OBERSHAW
DIRECTOR
SHELBY OBERSHAW
DIRECTOR
RICHARD OLIPHANT
DIRECTOR
PATRICK O'REILLY
DIRECTOR
MADELEINE PFAU
DIRECTOR
STEVE PON TELL
DIRECTOR
RAY QUINTO
DIRECTOR
JAMES RAMOS
DIRECTOR
ALI RAZI
DIRECTOR
RON REDFERN
DIRECTOR
D. BRIAN REIDER
DIRECTOR
GEORGE REYES
DIRECTOR
CARLOS RODRIGUEZ
DIRECTOR
95-6067343
0.
1.00
0.
1.00
0.
1.00
0.
1.00
0.
1.00
0.
1.00
0.
1.00
0.
1.00
0.
1.00
0.
1.00
0.
1.00
0.
1.00
0.
1.00
STATEMENT(S) 4
DONALD L. ROGERS
DIRECTOR
CINDY ROTH
DIRECTOR
ALI SAHABI
DIRECTOR
PHILLIP SAVAGE, IV
DIRECTOR
GEORGE H. SCHNARRE
DIRECTOR
PAUL SHIMOFF
DIRECTOR
BARBARA SIMMONS
DIRECTOR
ERNEST H. SIVA
DIRECTOR
BRUCE D. VARNER
DIRECTOR
JAMES R. WATSON
DIRECTOR
ELLEN WEISSER
DIRECTOR
D. LINN WILEY
DIRECTOR
JUSTINE PLEMONS
DIRECTOR
95-6067343
0.
1.00
0.
1.00
0.
1.00
0.
1.00
0.
1.00
0.
1.00
0.
1.00
0.
1.00
0.
1.00
0.
1.00
0.
1.00
0.
1.00
0.
1.00
STATEMENT(S) 4
95-6061343
DEBORAH BURNS
EXECUTIVE DIRECTOR
40.00
129,000.
TIMOTHY GERRITY
DIR OF OTTC
40.00
122,400.
KRISTINE A. ALEXANDER
ED CAL ARTS PROG
40.00
109,485.
FORM 199
360,885.
STATEMENT
OTHER EXPENSES
5
DESCRIPTION
AMOUNT
STIPENDS, ROOM & BOARD
SCHOLARSHIPS
MISCELLANEOUS
STUDENT SERVICES
OTHER EMPLOYEE BENEFITS
ACCOUNTING FEES
INVESTMENT MANAGEMENT FEES
OTHER PROFESSIONAL FEES
OFFICE EXPENSES
TRAVEL
INSURANCE
5,496,717.
2,668,533.
1,367,176.
297,209.
5,019,424.
507,033.
115,620.
3,980,304.
3,744,113.
728,012.
89,117.
FORM 199
24,013,258.
INVESTMENTS IN STOCK
DESCRIPTION
STATEMENT
BEG. OF YEAR
6
END OF YEAR
PUBLICLY TRADED SECURITIES
6,038,261.
24,762,687
TOTAL TO FORM 199, SCHEDULE L, LINE 7
6,038,261.
24,762,687
STATEMENT(S) 4, 5, 6
FORM 199
95-6067343
STATEMENT
OTHER INVESTMENTS
DESCRIPTION
BEG. OF YEAR
7
END OF YEAR
EQUITY SECURITIES
MUTUAL FUNDS
MONEY MARKET FUNDS
HEDGE FUND
3 ,490 ,789.
10 ,042 ,050.
514 ,246.
1 ,639 ,822.
0.
0.
0.
0.
15 ,686 ,907.
0.
FORM 199
OTHER ASSETS
DESCRIPTION
STATEMENT
BEG. OF YEAR
8
END OF YEAR
PLEDGES AND GRANTS RECEIVABLE
PREPAID EXPENSES AND DEFERRED CHARGES
INTANGIBLE ASSETS
ART COLLECTION
2 ,742 ,507.
9 ,748.
77 ,502.
1 ,061 ,331.
782,393.
112,913.
62,944.
1,061,331.
3 ,891 ,088.
2,019,581.
FORM 199
STATEMENT
OTHER LIABILITIES
BEG. OF YEAR
DESCRIPTION
9
END OF YEAR
LIABILITY TO BENEFICIARIES
POST-RETIREMENT MEDICAL BENEFITS
1 ,467 ,562.
4 ,305 ,510.
2,052,307.
8,477,090.
5 ,773 ,072.
10,529,397.
FORM 199
INCOME RECORDED ON BOOKS THIS YEAR
NOT INCLUDED IN THIS RETURN
STATEMENT
10
DESCRIPTION
AMOUNT
UNREALIZED GAIN ON INVESTMENTS
2,803,199.
TOTAL TO FORM 199, SCHEDULE M-l, LINE 7
2,803,199.
STATEMENT(S) 7, 8, 9, 10
FORM 199
95-6067343
FUND BALANCES
DESCRIPTION
STATEMENT
BEG. OF YEAR
11
END OF YEAR
UNRESTRICTED ASSETS
TEMPORARILY RESTRICTED ASSETS
PERMANENTLY RESTRICTED ASSETS
1,287,115.
20,950,666.
15,202,213.
-1,987,429.
18,121,247.
16,328,608.
37,439,994.
32,462,426.
STATEMENT(S) 11
MAIL TO:
Registry of Charitable Trusts
P.O. Box 903447
Sacramento, CA 94203-4470
Telephone: (916) 445-2021
WEB SITE ADDRESS:
http://ag.ca.gov/charities/
ANNUAL
REGISTRATION RENEWAL FEE REPORT
TO ATTORNEY GENERAL OF CALIFORNIA
Sections 12586 and 12587, California Government Code
11 Cal. Code Regs, sections 301-307, 311 and 312
Failure to submit this report annually no later than four months and fifteen days after the
end of the organization's accounting period may result in the loss of tax exemption and
the assessment of a minimum tax of $800, plus interest, and/or fines or filing penalties
as defined in Government Code section 12586.1. IRS extensions will be honored.
State Charity Registration Number: CT
Check if:
04294
CZl Change of address
IZH Amended report
Name of Organization
Corporate or Organization No.
0438029
Address (Number and Street)
SAN BERNARDINO, CA
92407
Federal Employer I. D. No.
95-6067343
City or Town, State and ZIP Code
ANNUAL REGISTRATION RENEWAL FEE SCHEDULE (11 Cal. Code Regs, sections 301-307, 311 and 312)
Make Check Payable to Attorney General's Registry of Charitable Trusts
Gross Annual Revenue
Fee
Fee
Less than $25,000
Between $25,000 and $100,000
0
$25
Between $100,001 and $250,000
Between $250,001 and $1 million
$50
$75
Between $1,000,001 and $10 million
$150
Between $10,000,001 and $50 million
$225
Greater than $50 million
$300
Fee
PART A - ACTIVITIES
For your most recent full accounting period (beginning 0 7 / 0 1 / 2 0 1
Gross annual revenue $
31,718, 030 . Total assets $
_ ending
06/30/2011
45,398,620.
) list:
PART B - STATEMENTS REGARDING ORGANIZATION DURING THE PERIOD OF THIS REPORT
Note:
If you answer "yes" to any of the questions below, you must attach a separate sheet providing an explanation
and details for each "yes" response. Please review RRF-1 instructions for information required.
Yes
No
1.
During this reporting period, were there any contracts, loans, leases or other financial transactions between the organization
and any officer, director or trustee thereof either directly or with an entity in which any such officer, director or trustee had
any financial interest?
2.
During this reporting period, was there any theft, embezzlement, diversion or misuse of the organization's charitable property
or funds?
3.
During this reporting period, did non-program expenditures exceed 50% of gross revenues?
4.
During this reporting period, were any organization funds used to pay any penalty, fine or judgment? If you filed a Form 4720
with the Internal Revenue Service, attach a copy.
5.
During this reporting period, were the services of a commercial fundraiser or fundraising counsel for charitable purposes used?
If "yes," provide an attachment listing the name, address, and telephone number of the service provider.
6.
During this reporting period, did the organization receive any governmental funding? If so, provide an attachment listing the
name of the agency, mailing address, contact person, and telephone number.
SEE STATEMENT
7.
During this reporting period, did the organization hold a raffle for charitable purposes? If "yes," provide an attachment indicating
the number of raffles and the date(s) they occurred.
X
8.
Does the organization conduct a vehicle donation program? If "yes," provide an attachment indicating whether the program is
operated by the charity or whether the organization contracts with a commercial fundraiser for charitable purposes.
X
9.
Did your organization have prepared an audited financial statement in accordance with generally accepted accounting
principles for this reporting period?
Organization's area code and telephone number
X
X
12
X
909-537-5918
Organization's e-mail address LIANNOLO@CSUSB . EDU
I declare under penalty of perjury that I have examined this report, including accompanying documents, and to the best of my knowledge and belief, it is true,
correct and complete.
ROBERT GARDNER
Signature of authorized officer
029291
05-01-10
TREASURER
Printed Name
RRF-1 (3-05)
Foundation for CSUSB - Statement 12: Form RRF-1
Information Regarding Government Funding; Part B, Line 6
Project
FF10416
FF10443
FF 10449
Pro] Fdescr
Coma Gas Dynamics 12/2011
III Pol icy Analysis 6/2010
Data Collction National Forest Total
FF10508
FF20024
FF20027
FF20041
FF20047
FF20075
FF20076
FF20115
FF20135
FF20145
FF20150
FF20169
FF20176
FF20185
FF20186
FF20200
FF20238
FF20281
FF20293
FF20307
FF20308
FF20309
FF20310
FF20324
FF20348
FF20353
FF20366
FF20384
FF20385
FF20386
FF20387
FF20406
FF20407
FF20409
FF20411
FF20412
FF20413
FF20414
FF20415
FF20416
FF20418
FF20419
FF20421
FF20423
FF20424
FF20425
FF20432
FF20433
FF20434
FF20435
FF20437
FF20438
FF20439
PI
Phone number
877/677-2123
(619) 221-5499 or (6
9792609445
Contact
BENVENUTTI, BEN
James Canty or Rachel Gmyr
SNODGRASS.MARTHA
CAL DEPT OF EDUCATION, CATEGORICALCOMPLIANCE DIVISION
City State
Address
Attn: Office of Procurement-S Stennis Space Center, MS 39529
140 Sylvester Road, Bldg. 140, ! San Diego, California 92106-3521
1400 Independence Ave., S.W. Washington, D. C. 20250-0003
1430 NORTH STREET, SUITE
SACRAMENTO, CALIFORNIA 95814
4401
Linda Rivera
916/445-1957
CAL DEPT OF TRANSPORTATION, Division of Research and Innovation, MS A#83
CAL POSTSECONDARY EDUC COMMISSION
CALIF DEPT OF REHABILITATION, Blind Field Sen/ices
California Commission on Teacher Credentials!
California Commission on Teacher Credentialing
California Commission on Teacher Credentialing
CALIFORNIA COMMISSION ON TEACHER CREDENTIALING
California Department of Corrections and Rehabilitation
California Department of Education
California Department of Water Resources, , Floodplain Management Branch
California Department of Water Resources, Division of Planning & Local Assistance
California Institute for Regerative Medicine (CIRM)
California Postsecondary Education Commission (CPEC)
California Postsecondary Education Commission (CPEC)
City of Corona
City of Corona
City of San Bernardino
Community Action Partnership of San Bernardino
County of San Bernardino Department of Community Development & Housing
CSU San Bernardino
Deptof the Treasury -Internal Revenue Service
Desert Community College District
Health & Human Services Agency
Health Resources and Services Administration
Health Resources and Services Administration
HHS-Center for Disease Control and Prevention
Jet Propolsion Laboratory/NASA
Jet Propolsion Laboratory/NASA
National Endowment for the Arts
National Endowment for the Humanities
National Geospartial-lntelligence Agency, Office of Naval Research
National Geospartial-lntelligence Agency, Office of Naval Research
National Institutes of Health
P.O. Box 942873
Sacramento, California 94273-0001
770 L Street, Suite 1160
464 West 4th Street, Suite 152 San Bernardino, CA 92401-1419
1020 East Cooley Drive
Colton, California 92324
1515 S Street Rm212-N
Sacramento, CA 95811
1430 N Street
3310 ElCamino Ave, Suite LL6 Sacramento, CA 95821
P. 0,Box942836
201 King Street
San Francisco, CA 94107
400 S. Vicentia Ave
Corona, CA 92882
400 S. Vicentia Ave
Corona, CA 92882
1100 Pennsylvania Avenue, Nv\0Washington,
North D Street
D. C. 20506
San Bernardino, CA 92418
300 North D Street
San Bernardino, CA 92415-0610
696 S Tippecanoe Ave
290 North D Street *600
290 North D Street «600
290 North D Street «600
5500 University Parkway
5600 Fishers Lane -11-33 llth Rockville, MD 20857
43500 Monterey Ave
Palm Desert, CA 92260
Bethesda, Maryland 20892
9000 Rockville Pike
Merrifield, VA 22116
PO Box 2910
Merrifield, VA 22116
PO Box 2910
1600 Clifton Rd
Atlanta, GA 30333
Pasadena, CA 91109-8099
4800 Oak Grove Dr.
Pasadena, CA 91109-8099
4800 Oak Grove Dr.
1100 Pennsylvania Avenue, N\0 Washington,
PennsylvaniaDC
Avenue,
20506N\
Washington, D. C. 20590
140 Sylvester Road, Bldg. 140, 1 San Diego, California 92121-3521
341 Pine Tree Road Cornell Uni Itheca, NY 14850
9000 Rockville Pike
9000 Rockville Pike
9000 Rockville Pike
9000 Rockville Pike
9000 Rockville Pike
9000 Rockville Pike
9000 Rockville Pike
9000 Rockville Pike
9000 Rockville Pike
9000 Rockville Pike
9000 Rockville Pike
9000 Rockville Pike
9000 Rockville Pike
9000 Rockville Pike
Christine Azevedo
Karen Humphrey
Main number
Lori Isom
Lori Isom
Lori Isom
Lori Isom
Lori Isom
Lori Isom
LanSoohoo
J916) 657-4723
(916) 445-1504
(909)383-4401
909.433.4653
(909) 433-4653
(909) 433-4653
(909)433-4653
(909) 433-4653
(909)433-4653
913.323.1399
916.319.0800
916/574-0611
(916)651-9616
415.396.9121
916.322.7984
918.322. 7984
951.736.2400
951.736.2400
202.606.8237
909.384.5211
909.384.5211
909.723.1525
909.388.0800
909.388.0800
909.388.0800
Woodney,Laura
Young.Clifford
Marx, Marcia
Funding Agency
National Aeronautics and Space Administration
OFFICE NAVAL RESEARCH
USDA Forest Service
ELL Tech Assistance 06/10
Eggleston,Carolyn
UTC-Cal Trans 9/2011
ALEGRIA! 09/10-(F4)9/2010
Assistive computing Vendorization 9/99 (F4)
Early Childhood Education Total
Mild Moderate 06/11 (State) Total
Earyl Childhood 06/11 (State) Total
Early Childhood Education 08/09
MS Disabilities 09/10 F4 Total
Earlv Childhood Education 09/10
SB Day Reporting Center Total
CTE Arts Media-6/11 Total
Alluvial Fan Task Force
Lytle Creek Watershed Action Plan
CSUSB Bridge Stem Cell8/13F4 Total
ALEGRIA! 10/11-(F4|9/2011 Total
SWIRL Yl/4 Total
Corona CDBG 09/10 6/10 F4 Total
Corona CDBG 2010-2011 6/11 Total
OE Phoenix CalGrip 12/10 F4 Total
Coyote Conservatory(F4)9/99 Total
CalGrip 03/12 Total
LL20633 CAP Riyerside MTmg6/ll Total
San Bernardino CDBG 09/10 Total
EWBC Small Bus Job 9/2010 Total
CDDB 7/1/10-6/30/11 F4 Total
Services Leading to Employment Total
09/10 VITA
Coop Grant Linking COD 9/10 Total
MIDARP/Yang 7/2011 Total
HealthCare&Other Facility Total
Advanced Nursing Traineeships Total
Whole Glove Integrity 8/10
Solar System Comet (F4) 9/99 Total
C/ Hale-Bopp @ 27 AU 9/11 F4 Total
Retelling the Ring 6/10
ntegrating Area Studie-12/12 Total
Center of Academic Excellence
Ctr 4 Academic Excellence 9/11 Total
Serotonin&Dopamine Regultn 8/10
nfluenza Virus RNA 2/2011
RIMI Shared Resources 7/31/09 Total
CSUSB MARC 08/09 Prj-5/2010
Effect of Early Meth 4/2013
EARDA 09/10 6/2010 Total
EARDA/Siegel 7/2010
EARDA/Moffett 7/2010 Total
CSUSB MIDARP 7/2011
RIMI Administration
RIMI Infrasture 09/10 Total
RIMI Acad Career Dey 09/10 Total
RIMI Shared Resources 09/10 Total
RIMI Faculty Research 09/10Total
Wu,John
D.Fischman,J.Jesunat
LMcNaught.M.Ross
Selmi, Ann
McCabe,Marjorie
McCabe,Marjorie
Sylvajudy
Phil!ips,Kathleen
McCabe,Marjorie
Eggleston,Carolyn
Alexander, Kristine
Longville.Susan
Longville,Susan
Bournais, Nicole
Fischman.Davida
Polcyn, David
Skiljan, Michelle
Skiljan, Michelle
Eggleston.Carolyn
Bryan, Leslie
Eggleston,Carolyn
Jandt.Fred
Skiljan, Michelle
Skiljan, Michelle
Stull, Michael
Jaworski, Beth
Courts,Janet
Jandt,Fred
Yang, Shumei
Jandt,Fred
Dodd-Butera, Teresa
Phalen.Bob
Lederer, Susan
Woodney,Laura
kirsch,Eva
Chuang, Beatrice
Clark.Mark
Clark, Mark
Chao,Michael
Newcomb,Laura
Carerre.Haddock
McDougall,Sanders
Crawford,Cynthia
Haddock,Bryan
Siegel, Shannon
Moffett, Aaron
Crawford,Cynthia
Carerre,Haddock
Carerre,Haddock
Carerre,Haddock
Carerre,Haddock
Carerre.Haddock
Pindea,Ricardo
Dottie Tarleton-Rush
Jenny Lam
Karen Humphrey
Marcia Trott
Robert Straughter
Gerald Brown
Azell Turner
Yinka Abu
Pamela Bell
Pamela Bell
GRANDILLO, PETER E
Jason Knapp
Linda Nenadovic-Cantuna
Rocco Landesman
Robert Straughter
Phillip Hwang
Wertz,Deborah S.
SALOMON, RACHELLE
DELORIS HUNTER
ALTIERI, ROBERT
HAIKALIS, DIANA
RYAN TALESNIK
ean Flagg-Newton
Jean Flagg-Newton
HAIKALIS, DIANA
DELORIS HUNTER
DELORIS HUNTER
DELORIS HUNTER
DELORIS HUNTER
DELORIS HUNTER
404/338-8917
760.773.2513
301.595.0572
301.443.3504
301.443.3504
4123866834
818.354.4550
818.393.0921
202/682-5403
202.606.8237
703/735-2639
607.255.5085
3014436710
3014022202
301/402-1366
301 5944648
3014436710
301.435.6976
301.402.1366
301.402.1366
301 4436710
301/402-1366
301/402-1366
301/402-1366
301/402-1366
301/402-1366
MIDARP/LaChausse 7/31/11 Total
LaChausse, Robert
Ontogeny of Behavioral Sensitization:Assoc. 4/10
McDoupall,Sanders
Applied Linguistics and Limited English Proficiency in the Mec Vickers.Caroline
Analysis of Surface Behavior 12/2012
Orwin,Paul
Dopamine Modulation 12/2013
Chao.Michael
FF20445 CSUSB MARC2010/2011-05/11 Total
McDougall,Sanders National Institutes of Health
FF20448 EARDA 2010/2011
Haddock,Bryan
Carerre,Haddock
FF20449 RIMI Administration Total
FF20450 RIMI Infrac & Capacity Biding Total
Carerre,Haddock
FF20451 RIMI Shared Resources Total
Carerre,Haddock
Carerre.Haddock
FF20452 RIMI Faculty Resources Total
FF20455 RIMI Academic Research Total
Carerre,Haddock
Kim, Yu Jang
FF20457 Hobo Transposition 10/11 Total
FF20464 CSUSB MARCFV11/12-5/12 Total
McDougall.Sanders National Institutes of Health
FF20472 Collaborative Rsrch MSPA-8/10 Total
Freiling,Chris
National Science Foundation
FF20483 Noyce Math 8. Science-8/11 Total
Fischman,Davida
FF20490 Math&Scienc Scholrs@>CSUSB12/10
Cousins.KJFryxellKS National Science Foundation
FF20491 Investifations in Combinatorics: Knot Theory
Trapp,Rolland
FF20495 EARTH SCOPE GPS 2/2012
McGill.Sally
FF20503 Alligator Research 7/11
Middleton,Kevin
FF20509 CSUSB Noyce Math Tching Fellows-7/2015
D.Fischman,J.Jesunat National Science Foundation
FF20514 IAEP(SFS Scholarship) 8/13
Coulson,Tony
FF20518 CPATH-1
Turner,David
FF20522 Wings to Flippers 2/13
Middleton,Kevin
FF20527 Acquistion of a Portable X-Ray Fluorescence Analyzer-4/2011 Melchiorre,Erik
FF20528 Mathematical ACES: Alegebriac Concepts for Elementary Stuc Fischman,Davida
FF20555 CPATH-1 (RET) Total
Turner,David
FF20563 CPATH-1 (REU) Total
Turner,David
FF20564 PRISM 07/15 Total
Trapp,Rolland
FF20565 09/10 ANNEX 11-8/11 Total
Coulson,Tony
National Security Agency (NSA)
FF20566 HS Strand - STARTALK 2/2011
Nelson.Doueri
Coulson,Tony
FF20567 10/11 ANNEX 112/10 Total
FF20574 2011 STARTALK 2/12 Total
Nelson, Terri
Brule, Monica
Office of Naval Research
FF20578 ITTN Program 5/11 Total
DeLaO, Armalyn
Regent of the University of California
FF20579 LA Basin CAP 09/10(F4)6/2011 Total
DeLaO, Armalyn
Regents of the University of California
FF20580 RIMS CAP 05-06(F4)6/10 Total
Alexander, Kristine Regents of the University of California
FF20581 TCAP 05-06(F4)S/10 Total
Morris, Teresa
FF20582 NATL CHILDREN STDY9/11 Total
Smith, Laurie
FF20583 09/10 Title IV-E MASW 6/10 Total
Smith, Laurie
FF20584 09/10 Title IV-E BASW 6/10 Total
Smith, Laurie
FF20585 09/10 Mental Health Stpnd 6/10 Total
Morris, Teresa
FF20586 SW Pilot Distance Educ. 6/10 Total
Sarli, John
FF20587 MDTP 12/31/11 Total
Alexander,
Kristine
FF20588 TCAP09/10(F4)6/2011 Total
DeLaO, Armalyn
FF20589 RIMS CAP 09/10( F416/11 Total
FF20591 ICMP09/10(F4)6/11 Total
Fischman.Davida
Harris, Maria
FF20597 Tactical & Critical Thinking Total
Smith, Laurie
FF20598 10/11 Title IV-E MASW 6/11 Total
FF20599 10/11 Title IV-E BAWS 6/11 Total
Smith, Laurie
FF20602 10/11 Mental Health 6/11 Total
Smith, Laurie
FF20606 CMP STIR 10/11-5/11 Total
Fischman,Davida
FF20615 NCLB 7 RIMS 201/2011-6/11 Total
DeLaO, Armalyn
DeLaO, Armalyn
FF20623 NCLB 7 LA BasinlO/11-6/11 Total
FF20624 NCLB 7 ICMP 10/11-6/11 Total
Fischman,Davida
FF20625 Mediation Training 12/10 F4 Total
Jandt.Fred
Riverside County
Tibbetts, Stephen
Riverside County
FF20627 Eval JJCPA 6/30/10 Total
Spitzer, Sue
Riverside County
FF20635 Pathwy/ProflnternlO/11 Total
FF20648 Pathways Pre-lnters(F4)-6/09 Total
Jesunathadas, Josepr Riverside County Office of Education
Jesunathadas, Josepl Riverside County Office of Education
FF20655 Pathways Pre-lnterns(F4|-6/09 Total
Spitzer, Sue
GG10138 Regional Intern Project 6/09F4 Total
Riverside County Office of Education
Spitzer, Sue
GG 10207 Pthwys Prof INTERN - 6/30/2010 Total
Sandlin, Ruth
GG10227 09/10 BTSA 6/2011 Total
FF20440
FF20441
FF20442
FF20443
FF20444
9000 Rockville Pike
9000 Rockville Pike
9000 Rockville Pike
9000 Rockville Pike
9000 Rockville Pike
9000 Rockville Pike
9000 Rockville Pike
9000 Rockville Pike
9000 Rockville Pike
9000 Rockville Pike
9000 Rockville Pike
9000 Rockville Pike
9000 Rockville Pike
9000 Rockville Pike
4201 Wilson Boulevard
Arlington, Virginia 22230
Fort George G.
Meade MD, 20755
Fort George G
Meade MD, 20755
Meade MD, 20755
Fort George G.
Fort George G.
Meade MD, 20755
140 Sylvester Road, Bldg. 140, ! San Diego, California 92106-3521
1111 Franklin St., 12th Floor Oakland, CA 94607
1111 Franklin St. ,12th Floor
Oakland, CA 94607
1111 Franklin St., 12th Floor
Oakland, CA 94607
Oakland, CA 94607
Oakland, CA 94607
Oakland, CA 94607
Oakland, CA 94607
Oakland, CA 94607
Oakland, CA 94607
Oakland, CA 94607
Oakland, CA 94607
3939 Thirteenth Street
Riverside, CA 92501
Riverside, CA 92501
Riverside, CA 92501
Riverside, CA 92501
Riverside, CA 92501
Riverside, CA 92501
Riverside, CA 92501
Riverside, CA 92501
Diana Haiklis
Mills,Catherine
PAUL COTTON
Erica West
ALTIERI, ROBERT
Robert Altieri
RYANTALESNIK
DELORIS HUNTER
DELORIS HUNTER
DELORIS HUNTER
DELORIS HUNTER
DELORIS HUNTER
Ryan Talesnik
Robert Altieri
RICHARDSON, VANESSA
HAWKINS, PAMELA A.
ALEXANDER-PINKNEY, REGINA
ILONKAKARASZ
301.443.6710
3014436710
301/402-6423
301/594-3917
3015944648
310.594.4648
3014356976
301/402-1366
301/402-1366
301/402-1366
301/402-1366
301/402-1366
301.435.2722
301.594.4648
703/292-8213
703 2924814
Vanessa Richardson
FARRIOR, LEVAR RASHAWN
ROBERSON, KATHY
FUQUA, LARRY
ROBERSON, APRILEN
Young, DeniseO.
Pival,Joan T
John Roney
Thomas Jones
ILONKA KARASZ
Alice Schaffer
VARIEUR, DIANE E
Alice Schaffer
Diane Varieur
James Canty or Rachel Gmyr
703/292-4839
703 2922187
202/369-1011
Karen Taylor
Karen Taylor
Cheryl Herra
Miranda Chiu
Miranda Chiu
Miranda Chiu
Miranda Chiu
Lourdes DeMattos
510.987.9543
510.987.9543
949.824.1825
510.643.6290
510.643.6290
510.643.6290
510.643.6290
510.987.9850
Susie Hakansson
310.794.9885
Miranda Chiu
Miranda Chiu
Miranda Chiu
510.643.6290
510.643.6290
510.643.6290
Lourdes DeMattos
Lourdes DeMattos
Lourdes DeMattos
510.987.9850
510.987.9850
510.987.9850
951.826.6530
951.826.6530
951.862.6632
951.826.6530
951826.653
George Araya
703/292-8453
703/292-4831
703/292-4841
703 2924837
703 2924635
703.292.4831
410.854.6206
4108541948
410.854.6206
410.854.1948
(619) 221-5499 or (6
951.826.6530
951.826.6530
760.771.8576
GG10367
GG10398
GG10450
GG10495
GG10496
GG20059
GG20077
GG20114
GG20177
GG20182
GG20319
GG 20333
GG20334
GG20342
GG20365
GG20391
CG20392
GG20393
GG20394
GG20395
GG20396
GG20397
GG20402
GG20429
GG 20430
GG 20431
GG20436
GG20462
GG20475
GG20477
GG20479
GG204S1
GG20493
GG20501
GG20516
GG20517
GG20546
GG20547
GG 20549
GG20557
GG20559
GG20561
GG20569
GG20577
GG20590
GG20592
GG20596
GG20614
GG20617
GG20618
GG20619
GG20622
GG2062S
LL20015
LL20211
LL20218
LL20219
LL20220
LL20224
LL20227
LL20399
LL20420
Pthwys Prof INTERN 6/30/2011 Total
Spitzer, Sue
A.5.A.P. 6/30/12 Total
Jesunathadas, Josepl
10/11 BTSA 6/12 Total
Sandlin, Ruth
ASAP/VPSS 6/30/12 Total
Jesunathadas, JosepJ
LL20568-Project Delta 6/11 Total
Jetter, Madeleine
LL20634 AB 212 Stipend 08/10 Total
Kirby, Barb
SART 06/07 (DBH Priding) Total
MNTL HUH WRKFRC5/11 Total
Morris, Teresa
Mild/Moderate Disabilities 09/10
McCabe,Marjorie
Moderate/Severe 06/11 (State) Total
McCabe,Marjorie
Moderate/Severe Disabilities 09/10 (State Funds)
Phillips.Kathleen
Nutrition Ed 9/12 Total
LaChausse, Robert
AB 212 Stipend 3/11 Total
Kirby, Barb
Cyanide Resrch/Wastwatr 9/10F4 Total
Stanley, Brett
Std Asst Dept of Forestry-8/1 1 Total
Evaluation of AmeriCorp Tola
Sechrest,Dale
Blding,LnkgGlobaly08/09-9/09 Total
Fischman,Davida
HSGP 2/2011 Total
Fields, Leandre
TCAP (F4)-6/07 Total
Alexander, Kristine
ICMP(F4) -6/2010 Total
Fischman.Davida
NCLB 6 ICMP 2009/2010-6/10 Total
Fischman,Davida
NCLB 6 RIMS 2009/2010-6/10 Total
DeLaO, Armalyn
NCLB 6 LA Basin 2009/2010-6/10 Total
DeLaO, Armalyn
Genetic Info/Vrtbrt Speces9/ll Total
Metcalf, Anthony
Develop USDA Pgms -4/2011
Bodman,Andrew
Preparing Underrepresented Stds for USDA Natural Resource J.Noblet.S.Longville
Recruit Retention&T raining Total
Williams, Kimberlyn
Nematode Bio Control 8/2010
Orwin,Paul
USDA Natural Resource Careers with Multi-Disciplinary Interr Longville,Susan
SAIL Pgm 8/2010 Y5 of 5
Flores,Debble
Asian Studies at CSUSB-6/09
Chuang,Rueyling
QTQS Project 7/10
Hwang,Young Suk
Clark,J. Milton
GEAR UP 07/08 CSUSB-8/08 Total
McNair Scholars Program 9/2011
Ramon,Roy
BE SMART:Cmnty Networking 9/10
Podolske, Diane
Upward Bound-S.B. 11/2010 Total
Sanchez,Rosas
Upward Bound-RIALTO 11/2010
Sanchez.Rosas
Clark.J. Milton
GearUp 08/09 CSUSB-8/09 Total
Gaines,Larry
: und for the Improvement of Education
Ed Lab Equipment PDC 7/10
Jandt,Fred
Project Win 9/2013
Balderrama, Maria
Clark.J Milton
Gear UP 09/10 CSUSB-8/2010
GearUp09/10 Rialto USD-8/2010 Total
Clark.J Milton
Clark,J. Milton
GearUp09/10 CarterHS-S/2010 Total
Clark.J. Milton
GearUp09/10 Eisenhower-8/2010 Total
Clark.J Milton
GearUp09/10 Rialto HS-8/2010 Total
Clark,J. Milton
GearUp09/10CoachellaHS-8/2010 Total
GearUp09/10 DesertMirageS/2010 Total
Clark.J. Milton
GearUp09/10 HentageHS-8/2010 Total
Clark,J. Milton
Clark.J. Milton
GearUp09/10NuviewBridge8/2010 Total
Wilcox Herzog.Flores
CCAMPIS Main-PD 9/2010
CCAMPIS-SAIL 9/2011 Total
CCAMPIS-Child Care 9/2011 Total
VVVcox Herzog Flo-es
CCAMPIS-ITLS 9/2011 Total
-lores.Debbie
SAIL Program 09/1//10-8/31/11 Total
Clark,J.
Milton
Gear Up 10/11 CSUSB Total
ClarkJ. Milton
Gear Up 10/11 Rialto USD Total
Clark,J. Milton
Gear Up 10/11 Carter High Sch Total
Clark,J. Milton
Gear Up 10/11 Eisenhower HS Total
Clark,J. Milton
Gear Up 10/11 Rialto HS Total
Clark,J. Milton
Gear Up 10/11 Coachella HS Total
Clark,J. Milton
Gear Up 10/11 Desert Mirage HSTotal
Riverside County Superintendent of Schools
San Bernardino County
San Bernardino County Department of Behavioral Health
San Bernardino County Department of Health
San Bernardino County Office of Education
San Bernardino County Office of Education
San Bernardino County Superintendent of Education
San Bernardino County Superintendent of Schools
San Bernardino County Superintendent of Schools
San Bernardino Municipal Wather District
Trustees of the California State University
trustees of the California State University
University of California Office of the President
US Department of Agriculture
US Department of Education
Riverside, CA 92501
Riverside, CA 92501
Riverside, CA 92501
Riverside, CA 92501
Riverside, CA 92501
385 N Arrowhead Ave
686 E. Mill Street
351 N.Mt. View Aye
601 North E Street
601 North E Street
601 North E Street
601 North E Street
601 North E Street
380 E. VanderbiltWay
401 Golden Shore
Long Beach, CA 90802-4210
P. O. BOX 187019
SACRAMENTO, CALIFORNIA 95818
401 Golden Shore
401 Golden Shore
300 Lakeside Dr., 6th Floor
Oakland, CA 94612
Oakland, CA 94612
Oakland, CA 94612
Oakland, CA 94612
Oakland, CA 94612
1400 Independence Ave., S.W. Washington, D. C. 20250-0003
1400 Independence Ave., S.W Washington, DC 20250
1400 Independence Ave., S W Washington, DC 20250
1400 Independence Ave., S.W. Washington, D.C. 20250
400 Maryland Ave, SW, Room Washington, D.C. 20202
400 Maryland Aye, SW, Room Washington, D.C. 20202
400 Maryland Ave, SW, Room Washington, D.C 20202
400 Maryland Ave, SW, Room 'Washington, D. C. 20202
Barbara Howard
Lisa Cassel
Connie Peez
Connie Peez
Colleen Krygier
Mariann Ruffolo
Gary Thomas
Nadine Noelting
Carolyn Tillman
Carolyn Tillman
Gary Stewart
Lorraine Fergins
Lori Lee, DJJ Parole Operations
Lorraine Fergins
Sue Derosa
Christine Olsen
Christine Olsen
Christine Olsen
Christine Olsen
Christine Olsen
SNODGRASS.MARTHA
SNODGRASS.MARTHA
Lawrence, Irma
Irma Lawrence
Crystal Catlett
CHERRON SMITH
Payment hotline
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Coleman, Sharon
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621.826.6530
951.826.6632
951.862.6632
951.862.6632
951.600.5677
888.818.8988
909.891.3900
909.888.3228
916.327.2966
909.888.3228
909.386.2912
909.386.2912
951.782.3238
562.951.4589
(916) 870-6449
562.951.4589
562.951.4589
510.987.9871
510.987.9871
510.987.9871
510.987.9871
510.987.9871
9792609445
9792609445
2027202082
202.720.2082
202/401-1318
202 4014314
888/336-8930
888/336-8930
2022457124
888/336-8930
888/336-8930
888/336-8930
888/336-8930
888/336-8930
888/336-8930
888/336-8930
888/336-8930
888/336-8930
888/336-8930
888/336-8930
888/336-8930
888/336-8930
888/336-8930
888/336-8930
888/336-8930
888/336-8930
888/336-8930
888/336-8930
888/336-8930
888/336-8930
888/336-8930
202.245.8043
888/336-8930
888/336-8930
888/336-8930
888/336-8930
888/336-8930
888/336-8930
888/336-8930
LL20469
LL20473
LL20486
LL20493
LL20524
LL20525
LL20551
LL20568
LL20571
LL20573
LL20576
LL20633
LL20634
LL20642
LL20644
LL20646
Gear Up 10/11 Heritage HS Total
Gear Up 10/11 Nuview BridgerAD Total
Minority Science improvement Total
Long Term Rehab Training 09/15 Total
Upward Bound SB 11/11 Total
Upward Bnd 11/11 Total
SURIN Folk Festival F4 Total
UTC 2011 Total
UTC-CAL Trans 2011 Total
University Trans Ctr - 6/2011 Total
Water Mgmt Planning Report Total
CSUSB Observatory Project 6/2010
IEWBC Program 9/2010 F4
CV Womens Bus Ctr 9/10 F4 Total
CV Women's Bus Ctr 9/11 F4 Total
IEWBC 9/2011 F4 Total
Clark.J. Milton
Clark,J. Milton
Thompson, Jeff
Cooney, Margaret
Villasenor, Stephen
Villasenor, Stephen
Giacchino-Baker
Wu, John
Wu, John
Wujohn
Longville,5usan
Carlson.Rob
Skiljan.Stull Brule
SKiljan.Stull
Skiljan/Stull
Skiljan/Stull
US Department of State
US Department of Transportation
US Department of Transportation
US Department of Transportation, Research and Innovative Technology Admin istra
US Department of Water Resources (DWR)
USDEPT OF ENERGY
U5 Small Business Administration
US Small Business Administration
400 Maryland Ave, SW, Room 4 Washington, D.C. 20202
400 Maryland Ave, SW, Room < Washington, D.C. 20202
400 Maryland Ave, SW, Room < Washington, D.C. 20202
400 Maryland Ave, SW, Room 1 Washington, D.C. 20202
Washington, D.C. 20520
2201 C Street NW
1200 New Jersey Ave SE
Washington, D.C. 90590
Washington, DC 90590
1200 New Jersey Ave., SE
P. 0. Box 268861
Oklahoma City, OK 73126-8861
1419 9th Street
1000 Independence Ave., SW Washington, DC 20585
409 3rd Street, S. W., 6th Floor Washington, D.C 20416
409 3rd Street, S. W., 6th Floor Washington, D.C. 20416
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GREENFIELD, CAROL
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GREENFIELD, CAROL
GREENFIELD, CAROL
888/336-8930
888/336-8930
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888.336.8930
888.336.8930
888.336.8930
662.205.4638
203.366.4000
916.657.4723
2023663372
916.653.5791
630/252-6623
202/205-6480
202/205-6480
202/205-6480

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