2024-02-06T15:35:36-06:00 2023-06-30 930623286 ALDRICH CPAS AND ADVISORS LLP 1903 WRIGHT PLACE 180 CARLSBAD CA 92008 990 2022-07-01 770492209 CALIFORNIA STATE UNIVERSITY STANISLAUS FOUNDATION CALI 2096646783 ONE UNIVERSITY CIRCLE TURLOCK CA 95382 ROSE MCAULIFFE TREASURER 2096646783 2023-12-11 1 ROSE MCAULIFFE 999009999 0 DEBRA D SMITH CPA P00646873 7604318440 2023-12-11 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ROSE MCAULIFFE ONE UNIVERSITY CIRCLE TURLOCK CA 95382 8972965 0 X HTTPS://WWW.CSUSTAN.EDU/FOUNDATION X 1998 CA TO ACHIEVE UNIVERSITY EXCELLENCE THROUGH PHILANTHROPY AND EXTERNAL SUPPORT. 27 20 0 71 0 0 1574333 1151361 347571 390322 1435291 -74406 4883 36396 3362078 1503673 792147 877285 0 0 57961 23916 0 0 0 916295 1020488 1766403 1921689 1595675 -418016 26137051 27253095 377230 279562 25759821 26973533 TO PROMOTE ACADEMIC EXCELLENCE THROUGH THE FACILITATION OF PHILANTHROPY AND EXTERNAL SUPPORT. IN ADDITION, THE FOUNDATION SUPPORTS THE FACULTY AND ADMINISTRATION IN THE DEVELOPMENT OF NEW AND INNOVATIVE PROGRAMS. 0 0 1213417 877285 390322 ADMINISTRATION OF ENDOWMENTS, SCHOLARSHIPS, GIFTS AND PUBLIC SUPPORT TO ASSIST CALIFORNIA STATE UNIVERSITY, STANISLAUS IN ACHIEVING EDUCATION EXCELLENCE. 1213417 1 1 0 0 0 0 0 0 0 1 0 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 27 20 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X X DENNETTE DORES 2096673138 ONE UNIVERSITY CIRCLE TURLOCK CA 95382 DR ELLEN JUNN CHAIRPERSON 4.00 40.00 X X 0 464717 49309 DR MICHELE LAHTI EXECUTIVE DIRECTOR 4.00 40.00 X X 0 226594 12564 ROSE MCAULIFFE TREASURER 1.00 40.00 X X 0 122509 5395 JOHN JACINTO PRESIDENT 4.00 X X 0 0 0 EDWIN RIZO DIRECTOR 1.00 X 0 0 0 NORIK NARAGHI DIRECTOR 1.00 X 0 0 0 YILI LIAN DIRECTOR - AUDIT COMMITTEE ADVISOR 1.00 40.00 X 0 159606 11017 STEPHEN GEMPERLE DIRECTOR 1.00 X 0 0 0 MANMEET GREWAL DIRECTOR 1.00 X 0 0 0 RICHARD RONTEN DIRECTOR 1.00 X 0 0 0 DOROTHY BIZZINI DIRECTOR 1.00 X 0 0 0 ROBERT TRIEBSCH DIRECTOR 1.00 X 0 0 0 ADRIAN HARRELL DIRECTOR 1.00 X 0 0 0 OSCAR CABELLO DIRECTOR 1.00 X 0 0 0 MICHAEL IRELAND JR DIRECTOR 1.00 X 0 0 0 MATTHEW SWANSON DIRECTOR 1.00 X 0 0 0 DESTINY SUAREZ DIRECTOR-STUDENT REPRESENTATIVE 1.00 X 0 0 0 GEORGE SAVAGE DIRECTOR 1.00 X 0 0 0 KAL SUNDAR DIRECTOR 1.00 X 0 0 0 MARLENE STANTE DIRECTOR 1.00 X 0 0 0 BOBBY ISMAIL DIRECTOR 1.00 X 0 0 0 ANN STRAHM DIRECTOR - FACULTY REPRESENTATIVE 1.00 40.00 X 0 137846 6270 RYAN FITZPATRICK DIRECTOR 1.00 X 0 0 0 JIM VIEIRA DIRECTOR 1.00 X 0 0 0 JACOB WEIGEL DIRECTOR - FACULTY REPRESENTATIVE 1.00 40.00 X 0 121308 11392 AARON VALENCIA DIRECTOR 1.00 X 0 0 0 GEORGE PETRULAKIS DIRECTOR 1.00 X 0 0 0 AARON ALLAIRE DIRECTOR -ATHLETICS REPRESENTATIVE 1.00 40.00 X 0 147638 12871 MARY HARTSFIELD ASSISTANT EXECUTIVE DIRECTOR 1.00 40.00 X 0 132904 7937 JUSTINE BORBA ASSISTANT CORPORATE SECRETARY 4.00 40.00 X 0 72174 7576 0 1585296 124331 0 0 1 0 0 2711 41000 1107650 190237 1151361 OTHER PROGRAM REVENUE 900099 390322 390322 390322 436249 436249 6903382 7414037 -510655 -510655 -510655 91651 2711 55255 36396 36396 1503673 390322 0 -38010 X 877285 877285 23916 23761 155 202572 202572 153441 153441 105062 105062 218818 6849 211969 3667 3667 109670 109331 339 16238 16238 9275 9275 37635 37635 6317 341 5976 HOSPITALITY 57897 49391 8506 REPAIRS AND MAINTENANCE 50152 49544 608 PROFESSIONAL DEVELOPMEN 19146 19146 0 MEMBERSHIP & DUES 14429 13098 1331 16169 14094 2075 1921689 1213417 708272 0 845738 669719 5904328 6566470 2776456 1908334 5625 6986 11704285 13533311 4488742 4336997 411877 231278 26137051 27253095 5757 50361 195000 70000 176473 159201 377230 279562 X 3479730 3585081 22280091 23388452 25759821 26973533 26137051 27253095 -418016 1631728 0 X 0 1 X 1 0 X 1685140 1427635 1015614 1574333 1151361 6854083 1685140 1427635 1015614 1574333 1151361 6854083 886725 5967358 547715 508414 361436 321588 436249 2175402 4787 36396 41183 6931 5487 3901 4883 21202 9091870 1957711 0.65630 0.72090 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 17521345 241057 1394659 -527763 805000 270300 18609524 19952255 257002 -2104065 -13833 296021 301659 17521345 16131357 36773 4270242 176560 35000 274557 19952255 16552261 224342 497341 407081 516750 218756 16131357 16358618 191988 491363 254780 234928 16552261 0.13170 0.53280 0.33550 0 0 0 3859270 F GOVERNMENT SECURITIES 82716 F CORPORATE FIXED INCOME 181082 F FEDERAL AGENCIES 213929 F 4336997 DUE TO RELATED PARTIES 159201 159201 X 3030339 1631728 1631728 1398611 105062 105062 1503673 1816627 0 1816627 105062 105062 1921689 PART V, LINE 4: THE ENDOWMENT FUNDS ARE ESTABLISHED FOR THE PURPOSE OF SUPPORTING EDUCATION PROGRAMS AND PROVIDING SCHOLARSHIPS TO STUDENTS OF CALIFORNIA STATE UNIVERSITY, STANISLAUS. PART X, LINE 2: THE FOUNDATION FOLLOWS ACCOUNTING STANDARDS GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA RELATED TO THE RECOGNITION OF UNCERTAIN TAX POSITIONS. THE FOUNDATION RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS PART OF THE STATEMENT OF ACTIVITIES, WHEN APPLICABLE. MANAGEMENT HAS DETERMINED THAT THE FOUNDATION HAS NO UNCERTAIN TAX POSITIONS AT JUNE 30, 2023 AND 2022 AND THEREFORE NO AMOUNTS HAVE BEEN ACCRUED. WARRIOR CRAB FEED 90252 17 90235 19653 35602 WARRIOR OPEN 4110 2694 1416 94362 2711 91651 19653 35602 55255 36396 1 CALIFORNIA STATE UNIVERSITY STANISLAUS ONE UNIVERSITY CIRCLE TURLOCK CA 95382 770207337 170 (C) 1 718426 0 SCHOLARSHIPS AND STUDENT ASSISTANCE. CALIFORNIA STATE UNIVERSITY STANISLAUS ONE UNIVERSITY CIRCLE TURLOCK CA 95382 770207337 170 (C) 1 28625 107538 FMV AWARDS, GIFTS AND DONATIONS CALIFORNIA STATE UNIVERSITY FOUNDATION 401 GOLDEN SHORE 6TH FLOOR LONG BEACH CA 90802 956123757 501C3 7575 0 SUPPORT CSU FRESNO 5150 N MAPLE FRESNO CA 93740 946001347 170 (C) 1 5000 0 SUPPORT 3 0 0 0 0 0 0 0 0 0 0 DR ELLEN JUNN CHAIRPERSON 0 402713 0 0 0 62004 0 27000 0 22309 0 514026 0 0 DR MICHELE LAHTI EXECUTIVE DIRECTOR 0 226594 0 0 0 0 0 0 0 12564 0 239158 0 0 YILI LIAN DIRECTOR - AUDIT COMMITTEE ADVISOR 0 159606 0 0 0 0 0 0 0 11017 0 170623 0 0 AARON ALLAIRE DIRECTOR -ATHLETICS REPRESENTATIVE 0 147638 0 0 0 0 0 0 0 12871 0 160509 0 0 PART I, LINE 3 CALIFORNIA STATE UNIVERSITY, STANISLAUS FOUNDATION DOES NOT HAVE ANY EMPLOYEES. CALIFORNIA STATE UNIVERSITY, STANISLAUS, A RELATED ORGANIZATION, DOES COMPENSATE EMPLOYEES. CALIFORNIA STATE UNIVERSITY, STANISLAUS HAS A FORMAL COMPENSATION REVIEW POLICY. X 1 91200 FMV X 9032 FMV X AUCTION ITEMS 20 41926 FMV X WINE 1 41143 FMV X BASEBALL PITCHING MACHINE 1 6936 FMV 0 1 0 FORM 990, PART VI, SECTION A, LINE 3 CALIFORNIA STATE UNIVERSITY, STANISLAUS FOUNDATION IS ADMINISTERED BY CALIFORNIA STATE UNIVERSITY, STANISLAUS EMPLOYEES WHO ALLOCATE THEIR TIME BETWEEN THE UNIVERSITY AND THE FOUNDATION RESPONSIBILITIES. TIME SPENT BY CALIFORNIA STATE UNIVERSITY, STANISLAUS EMPLOYEES WORKING ON THE FOUNDATION BUSINESS IS COMPENSATED TO THE UNIVERSITY THROUGH EQUITABLE FINANCIAL SUPPORT OF THE EDUCATION AND CHARITABLE PURPOSE OF THE UNIVERSITY. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE REVIEWS AND APPROVES THE ORGANIZATION'S FORM 990 (INCLUDING ALL PERTINENT SCHEDULES). A FINAL COPY OF THE FORM 990 IS GIVEN TO THE ENTIRE BOARD OF DIRECTORS BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND KEY EMPLOYEES ARE REQUIRED ANNUALLY TO AFFIRM IN WRITING THE ABSENCE OF ANY CONFLICTS OF INTEREST WITH THE ORGANIZATION, BOARD MEMBERS. ANY CONFLICTS THAT MAY ARISE DURING THE YEAR ARE REQUIRED TO BE DISCLOSED. FORM 990, PART VI, SECTION B, LINE 15 CALIFORNIA STATE UNIVERSITY, STANISLAUS FOUNDATION DOES NOT HAVE ANY EMPLOYEES. CALIFORNIA STATE UNIVERSITY, STANISLAUS, A RELATED ORGANIZATION, DOES COMPENSATE EMPLOYEES. CALIFORNIA STATE UNIVERSITY, STANISLAUS HAS A FORMAL COMPENSATION REVIEW POLICY. FORM 990, PART VI, SECTION C, LINE 18 THE FORM 990, THE ARTICLES OF INCORPORATION, THE BYLAWS, THE IRS DETERMINATION LETTER, THE AUDITED FINANCIAL STATEMENTS AND THE CONFLICT OF INTEREST POLICY ARE POSTED ON THE FOLLOWING WEBSITE: HTTPS://WWW.CSUSTAN.EDU/FOUNDATION/GOVERNANCE-FINANCIAL-DOCUMENTATION FORM 990, PART VI, SECTION C, LINE 19 THE FOUNDATION MAKES ALL OF ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC ON THE FOLLOWING WEBSITE: HTTPS://WWW.CSUSTAN.EDU/FOUNDATION/GOVERNANCE-FINANCIAL-DOCUMENTATION FORM 990, PART IX, LINE 11G CONTRACTUAL SERVICES: PROGRAM SERVICE EXPENSES 4,982. MANAGEMENT AND GENERAL EXPENSES 207,735. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 212,717. BANK AND INVESTMENT FEES: PROGRAM SERVICE EXPENSES 1,867. MANAGEMENT AND GENERAL EXPENSES 4,234. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,101. CALIFORNIA STATE UNIVERSITY STANISLAUS ONE UNIVERSITY CIRCLE TURLOCK CA 95382 770207337 HIGHER EDUCATION CA 115 N/A 0 UNIVERSITY STUDENT CENTER OF CALIFORNIA STATE UNIVERSITY STANISLAUS ONE UNIVERSITY CIRCLE TURLOCK CA 95382 770362744 STUDENT SERVICES CA 501(C)(3) LINE 12C, III-FI N/A 0 ASSOCIATED STUDENTS INCORPORATED OF CALIFORNIA STATE UNIVERSITY STANISLAUS ONE UNIVERSITY CIRCLE TURLOCK CA 95382 770314370 STUDENT SERVICES CA 501(C)(3) LINE 10 N/A 0 CALIFORNIA STATE UNIVERSITY STANISLAUS AUXILIARY AND BUSINESS SERVICES ONE UNIVERSITY CIRCLE TURLOCK CA 95382 946122059 AUXILIARY ORGANIZATION CA 501(C)(3) LINE 10 N/A 0 CHARITABLE REMAINDER TRUST (1) ONE UNIVERSITY CIRCLE TURLOCK CA 95382 CHARITABLE TRUST CA N/A T 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 CALIFORNIA STATE UNIVERSITY STANISLAUS Q 84584 FMV CALIFORNIA STATE UNIVERSITY STANISLAUS B 854589 FMV