2024-05-13T14:15:12-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 2875 MICHELLE DRIVE 300 IRVINE CA 92606 990 2022-07-01 956067343 UNIVERSITY ENTERPRISES CORPORATION AT CSUSB UNIV 9095375918 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 SESAR MORFIN AVP FINANCE & ADMINISTRATIVE 9095375918 2024-05-10 1 SESAR MORFIN 999009999 0 LISA N RYSSEL CPA P00643670 7149781300 2024-05-10 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOHN GRIFFIN 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 50913147 0 X UEC.CSUSB.EDU X 1962 CA TO PROMOTE AND ASSIST IN EDUCATION, ADMINISTRATION, AND RELATED SERVICES OF CALIFORNIA STATE UNIVERSITY, SAN BERNARDINO. 18 7 1056 24 0 0 34711784 40972330 2179164 1731061 -76511 106458 4446183 1406344 41260620 44216193 0 0 0 0 21055442 22191011 0 0 0 20008052 20499913 41063494 42690924 197126 1525269 28040325 34429444 16168434 22883870 11871891 11545574 TO PROMOTE AND ASSIST IN EDUCATION, ADMINISTRATION, AND RELATED SERVICES OF CALIFORNIA STATE UNIVERSITY, SAN BERNARDINO. 0 0 39220275 734819 GRANTS AND CONTRACTS - PROVIDE STAFF SALARIES, OPERATING SUPPLIES, BOOKS AND MATERIALS, TUITION, STIPENDS AND EQUIPMENT. GRANTS ARE FOR RESEARCH, TEACHING AND COMMUNITY SERVICE PROJECTS. 1961693 354208 CHILDREN'S & INFANT CENTERS - CONSISTS OF THE OPERATION OF THE ON-CAMPUS CHILD CARE CENTER. 1888368 642034 COMMERCIAL OPERATIONS - CONSISTS OF VENDING AND CONTRACT OVERSIGHT OF CAMPUS BOOKSTORE AND DINING SERVICE OPERATIONS. 43070336 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 190 0 1 1056 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X MICHELLE BULAON 9095373922 5500 UNIVERISTY PARKWAY SAN BERNARDINO CA 92407 TOMAS D MORALES CHIEF EXECUTIVE OFFICER 1.00 40.00 X X 0 426860 112047 DOUGLAS FREER DIRECTOR (VICE PRESIDENT) 1.00 40.00 X X 0 262146 106459 SAMUEL SUDHAKAR CHAIR 1.00 40.00 X X 0 280512 63339 PAZ OLIVREZ DIRECTOR (VICE PRESIDENT) 1.00 40.00 X 0 236250 82842 ROBERT NAVA DIRECTOR (VICE PRESIDENT) 1.00 40.00 X 0 252000 97154 TAEWON YANG INTERIM TREASURER 1.00 40.00 X 0 131256 66436 JENNIFER SORENSON DIRECTOR (STAFF) 1.00 40.00 X 0 201324 37906 JEREMY DODSWORTH DIRECTOR (FACULTY) 1.00 40.00 X 0 97914 40402 WILLIAM STEVENSON DIRECTOR (COMMUNITY) 1.00 40.00 X 0 52269 33432 DOROTHY CHEN-MAYNARD DIRECTOR (COMMUNITY) 1.00 40.00 X 0 15773 47612 VALERIE ZELLMER VICE CHAIR 1.00 0.00 X X 0 0 0 JUAN HERRERA INTERIM SECRETARY 1.00 0.00 X X 0 0 0 PAOLA GALVEZ DIRECTOR (STUDENT) 1.00 1.00 X 0 0 0 RAFIK MOHAMED DIRECTOR (VICE PRESIDENT) 1.00 1.00 X 0 0 0 DESTINEY SHAVERS DIRECTOR (STUDENT) 1.00 0.00 X 0 0 0 ALEXANDRA THAMBI DIRECTOR (STUDENT) 1.00 1.00 X 0 0 0 ROIN PHILLIPS DIRECTOR (VICE PRESIDENT) 1.00 0.00 X 0 0 0 DOROTA HUIZINGA DIRECTOR (SPONSERED PROGRAM) 1.00 0.00 X 0 0 0 JOHN GRIFFIN EXECUTIVE DIRECTOR 40.00 0.00 X 180209 0 14098 KRISTINE ALEXANDER PROGRAM DIRECTOR, TCAP 40.00 0.00 X 117561 0 7474 MARY MITCHEL DIRECTOR OF RESEARCH AND D 40.00 0.00 X 126940 0 2812 ELAINE B ZUCCO DIRECTOR OF PROGRAM OPERAT 40.00 0.00 X 142352 0 7454 CHRISTOPHER VALLEJO EXECUTIVE DIRECTOR OF OPER 40.00 0.00 X 126241 0 18099 ERIC GODDARD DIRECTOR OF ADMINISTRATION, CSRI 40.00 0.00 X 129443 0 3433 822746 1956304 740999 9 0 1 0 CHAN CYBER CONSULTING 163 TOWER ROAD LINCOLN MA 01773 CYBER SECURITY 101439 1 818016 40154314 40972330 SPECIAL PROGRAMS 611310 734819 734819 COMMERCIAL OPERATIONS 611310 642034 642034 PARENT FEES 611310 354208 354208 1731061 108945 108945 6693903 564 6696954 0 -3051 564 -2487 -2487 ALL OTHER REVENUE 900099 877332 877332 NONOPERATING REVENUE 900099 529012 529012 1406344 44216193 1731061 0 1512802 X 201523 201523 17096690 16271530 825160 1624635 1526591 98044 3268163 3082474 185689 25871 25871 47232 7100 40132 6098 6098 8342301 11355330 -3013029 10017 8935 1082 3447367 2719965 727402 354588 349020 5568 1270792 1081165 189627 245010 226417 18593 586 586 1615734 1552027 63707 215793 38399 177394 STIPENDS, ROOM AND BOAR 3943049 3932464 10585 MISCELLANEOUS 683542 635149 48393 SMALL EQUIPMENT PURCHAS 220731 216959 3772 RENTAL, EQUIPMENT AND S 71202 66225 4977 42690924 43070336 -379412 0 7798817 2369649 6381966 11269664 8835592 12237088 663007 441066 545700 499713 10127828 6958165 3733804 3169663 81439 4442601 28040325 34429444 7194934 6693505 8256752 9394796 716748 6795569 16168434 22883870 X 11871891 11545574 11871891 11545574 28040325 34429444 X 1525269 42277 -1893863 X X 0 1 X 1 1 1 X 34997415 30794998 32090498 34711784 40972330 173567025 34997415 30794998 32090498 34711784 40972330 173567025 15837142 157729883 125065 182500 148614 94631 108945 659755 12696 2000775 5255253 1406344 8675068 182901848 0.86240 0.88620 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4640 4640 2196396 1396793 799603 3015870 1610036 1405834 4910922 3951336 959586 3169663 DUES FROM RELATED PARTY 231188 RIGHT-OF-USE ASSET 4116597 ASSETS FOR POST-EMPLOYMENT MEDICAL BENEFITS 94816 4442601 LIABILITIES FOR PENSION BENEFITS 2620000 LEASE LIABILITY 4175569 6795569 X 42358509 42277 42277 42316232 6098 1893863 1899961 44216193 42684826 0 42684826 6098 6098 42690924 PART X, LINE 2: UEC IS A NONPROFIT TAX-EXEMPT CORPORATION ORGANIZED UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) AND IS CLASSIFIED AS OTHER THAN A PRIVATE FOUNDATION. IT IS ALSO EXEMPT FROM STATE INCOME TAXES. HOWEVER, ANY UNRELATED BUSINESS INCOME MAY BE SUBJECT TO TAXATION. THE UEC HAD NO OBLIGATION FOR ANY UNRELATED BUSINESS INCOME TAX DURING THE YEAR. PART XI, LINE 4B - OTHER ADJUSTMENTS: NET CHANGE IN PENSION LIABILITY VALUATION 2,661,159. NET CHANGE IN OPEB LIABILITY VALUATION -811,564. TRANSFERS TO UNIVERSITY/OTHER AUXILIARY ORGANIZATIONS 44,268. X X 0 0 0 0 0 0 0 0 0 TOMAS D MORALES CHIEF EXECUTIVE OFFICER 0 426860 0 0 0 0 0 91916 0 20131 0 538907 0 0 DOUGLAS FREER DIRECTOR (VICE PRESIDENT) 0 262146 0 0 0 0 0 80366 0 26093 0 368605 0 0 ROBERT NAVA DIRECTOR (VICE PRESIDENT) 0 252000 0 0 0 0 0 77304 0 19850 0 349154 0 0 SAMUEL SUDHAKAR CHAIR 0 280512 0 0 0 0 0 39478 0 23861 0 343851 0 0 PAZ OLIVREZ DIRECTOR (VICE PRESIDENT) 0 236250 0 0 0 0 0 72473 0 10369 0 319092 0 0 JENNIFER SORENSON DIRECTOR (STAFF) 0 201324 0 0 0 0 0 35858 0 2048 0 239230 0 0 TAEWON YANG INTERIM TREASURER 0 131256 0 0 0 0 0 40264 0 26172 0 197692 0 0 JOHN GRIFFIN EXECUTIVE DIRECTOR 176709 0 3500 0 0 0 0 0 14098 0 194307 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 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. 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 IX, LINE 11G CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 2,775,075. MANAGEMENT AND GENERAL EXPENSES 211,502. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,986,577. CAMPUS SERVICE EXPENSE: PROGRAM SERVICE EXPENSES 900,000. MANAGEMENT AND GENERAL EXPENSES 1,959,894. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,859,894. GRANT SUBRECIPIENT COSTS: PROGRAM SERVICE EXPENSES 2,238,388. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,238,388. PROFESSIONAL DEVELOPMENT AND TRAINING: PROGRAM SERVICE EXPENSES 160,928. MANAGEMENT AND GENERAL EXPENSES 96,449. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 257,377. GRANT INDIRECT COSTS: PROGRAM SERVICE EXPENSES 5,280,939. MANAGEMENT AND GENERAL EXPENSES -5,280,874. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 65. FORM 990, PART XI, LINE 9: NET CHANGE IN PENSION LIABILITY VALUATION -2,661,159. NET CHANGE IN OPEB LIABILITY VALUATION 811,564. TRANSFERS TO UNIVERSITY/OTHER AUXILIARY ORGANIZATIONS -44,268. PART XII LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. CSUSB PHILANTHROPIC FOUNDATION 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 452255077 ADMINISTER GIFTS AND SCHOLARSHIPS FOR CSUSB CA 501(C) LINE 5 0 ASSOCIATED STUDENTS CALIFORNIA STATE UNIVERSITY SAN BERNARDINO 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 956126562 ASSISTING IN RETENTION AND DEVELOPMENT OF STUDENTS CA 501(C) LINE 5 0 SANTOS MANUEL STUDENT UNION OF CA STATE UNIVERSITY AT SAN BERNARDINO 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 953104280 ASSISTING IN RETENTION AND DEVELOPMENT OF STUDENTS CA 501(C) LINE 5 0 CALIFORNIA STATE UNIVERSITY SAN BERNARDINO 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 330644150 PUBLIC UNIVERSITY - STATE OF CALIFORNIA CA 115(1) STATE INSTITUTION 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 CALIFORNIA STATE UNIVERSITY SAN BERNARDINO P 7789880 FMV CALIFORNIA STATE UNIVERSITY SAN BERNARDINO Q 153167 FMV CSUSB PHILANTHROPIC FOUNDATION P 136928 FMV CSUSB PHILANTHROPIC FOUNDATION Q 919157 FMV SANTOS MANUEL STUDENT UNION OF CA STATE UNIVERSITY AT SAN BERNARDINO P 83148 FMV ASSOCIATED STUDENTS CALIFORNIA STATE UNIVERSITY AT SAN BERNARDINO Q 162000 FMV