2025-05-05T00:37:41-05:00 2024-06-30 953001179 WINDES INC PO BOX 87 LONG BEACH CA 908010087 990 2023-07-01 330038884 CAL STATE UNIVERSITY FULLERTON ALUMNI ASSOCIATION CALS 6572788434 800 N STATE COLLEGE BLVD GAH-100 FULLERTON CA 92834 WILLIAM COLE ASSISTANT VP/EXECUTIVE DIRECTOR 6572788434 2025-05-02 1 1 ELEANOR A LIVINGSTON CPA MST P00226461 9498529433 2025-05-02 2023 2025-03-06 01:10:19Z WILLIAM COLE 800 N STATE COLLEGE BLVD GAH-100 FULLERTON CA 92834 261350 0 X FOUNDATION.FULLERTON.EDU/ALUMNI X 1983 CA TO BUILD LIFELONG ALUMNI RELATIONSHIPS & FURTHER THE INTERESTS OF CAL STATE UNIVERSITY, FULLERTON. 25 24 0 23 0 0 197777 196314 91386 4000 0 0 18121 61036 307284 261350 29800 31795 0 0 49124 56756 0 0 0 141299 170593 220223 259144 87061 2206 1942749 2108211 0 400 1942749 2107811 TO BUILD LIFELONG ALUMNI RELATIONSHIPS BY CONTRIBUTING TO A POSITIVE CSUF IMAGE, PROMOTING UNIVERSITY AND ALUMNI ACCOMPLISHMENTS, PROVIDING A NETWORK OF OPPORTUNITIES TO ALUMNI INTERACTION, AND DEVELOPING ECONOMIC AND SOCIAL BENEFITS FOR OUR GRADUATES. 0 0 227349 4000 UNIVERSITY SUPPORT & ALUMNI NETWORKING: TO FURTHER ALUMNI PARTICIPATION IN THE UNIVERSITY AND PROVIDE INFORMATION THROUGH CALENDARS, BROCHURES, AND NETWORKING FUNCTIONS FOR THE INTERACTION OF ALUMNI WITH OTHER ALUMNI AND THE UNIVERSITY. 31795 31795 SCHOLARSHIPS/AWARDS: GRANTS MADE TO OTHER CSUF ORGANIZATIONS THAT PROVIDE SCHOLARSHIPS TO STUDENTS. 259144 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 25 24 0 0 0 0 0 1 1 1 1 0 1 1 1 1 1 1 1 1 0 0 0 CA X X JASON ONO 6572782786 2600 E NUTWOOD AVENUE SUITE 850 FULLERTON CA 92831 NICHOLAS CABEZA PRESIDENT 4.00 X X 0 0 0 ANTONIA CASTRO-GRAHAM VP ADVOCACY & PHILANTHROPY 2.00 X X 0 0 0 VINCE FABRIZIO VP FINANCE 2.00 X X 0 0 0 CHRISTINE HERNANDEZ VP STUDENT ALUMNI ENGAGEMENT 2.00 X X 0 0 0 EDITH MARCEL VP COMMUNITY & CAMPUS OUTREACH 2.00 X X 0 0 0 VANESSA PINZON VP COMMUNICATIONS & MARKETING 2.00 X X 0 0 0 KIM SHINER EX OFFICIO VPUA 1.00 40.00 X X 0 0 0 WILLIAM COLE EX OFFICIO EXECUTIVE DIRECTOR 40.00 10.00 X X 0 127512 56403 KATHIE HODGE IMMEDIATE PAST PRESIDENT 1.00 1.00 X 0 0 0 VANESSA ACUNA DIRECTOR 1.00 X 0 0 0 WILLIAM BRYAN DIRECTOR 1.00 X 0 0 0 KEVIN BUI DIRECTOR 1.00 X 0 0 0 BOB CRELLIN DIRECTOR 1.00 X 0 0 0 CHAD EIMERS DIRECTOR 1.00 X 0 0 0 STEVE JACQUES DIRECTOR 1.00 X 0 0 0 NICK JONES-LIANG DIRECTOR 1.00 X 0 0 0 CHRISTOPHER LAMBERTH DIRECTOR 1.00 X 0 0 0 RICARDO LOPEZ DIRECTOR 1.00 X 0 0 0 NYLINEE NGUYEN DIRECTOR 1.00 X 0 0 0 KALI SANDERS DIRECTOR 1.00 X 0 0 0 GREGORY WASHINGTON DIRECTOR 1.00 X 0 0 0 KATHY YU DIRECTOR 1.00 X 0 0 0 SAHAR AMIRI EX OFFICIO ASI REPRESENTATIVE 1.00 X 0 0 0 VERNE WAGNER STANDING REPRESENTATIVE 1.00 X 0 0 0 EDWARD LUERAS STANDING REPRESENTATIVE 1.00 X 0 0 0 GREGORY SAKS DIRECTOR (THRU 01/2024) 1.00 59.00 X 0 270759 106534 0 398271 162937 0 0 1 0 0 156237 40077 24902 196314 UNIVERSITY SUPPORT 900099 4000 4000 4000 61036 61036 261350 4000 0 61036 31795 31795 35464 35464 21292 21292 7700 7700 4953 4953 29692 29692 1285 1285 4771 4771 OTHER DIRECT COSTS 61858 61858 PROGRAM COSTS 44447 44447 PUBLIC RELATIONS 15887 15887 259144 259144 0 0 689896 706900 1252853 1401311 1942749 2108211 0 400 0 400 X 1942749 2107811 1942749 2107811 1942749 2108211 X 2206 134838 28018 X 0 1 X 1 0 X 156267 184573 230128 197777 196314 965059 156267 184573 230128 197777 196314 965059 35413 929646 90980 197911 91350 18121 61036 459398 1424457 270337 0.65260 0.69370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 POOLED ENDOWMENT FUND 1401311 F 1401311 X PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM FEDERAL AND CALIFORNIA STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND 23701(D) OF THE REVENUE AND TAXATION CODE, RESPECTIVELY. IN ADDITION, THE ASSOCIATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE TO BE A PUBLIC CHARITY. THE ASSOCIATION RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF TAX POSITIONS, SUCH AS ITS FILING STATUS AS TAX-EXEMPT, ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE POSITION FOLLOWING AN AUDIT. THE ASSOCIATION IS SUBJECT TO POTENTIAL INCOME TAX AUDITS ON OPEN TAX YEARS BY ANY TAXING JURISDICTION IN WHICH IT OPERATES. THE STATUTE OF LIMITATIONS FOR FEDERAL PURPOSES IS THREE YEARS AND FOR STATE PURPOSES IS GENERALLY FOUR YEARS. 1 CALIFORNIA STATE UNIVERSITY FULLERTON 1121 N STATE COLLEGE BLVD FULLERTON CA 92831 330632102 501(C)(3) 31795 0 AMOUNT GRANTED GOES TOWARDS SCHOLARSHIPS THAT ARE AWARDED TO STUDENTS OF CAL STATE FULLERTON 1 PART I, LINE 2: GRANT RECIPIENTS ARE RELATED ENTITIES WHERE THERE IS COMMON CONTROL AND OVERSIGHT. A SELECTION COMMITTEE REVIEWS AND RECOMMENDS THE AWARD OF SCHOLARSHIPS TO THE STUDENTS AFTER THE SOLICITATION OF APPLICATIONS FROM THE STUDENTS OF THE UNIVERSITY. GRANTS ARE THEN USED BY THE RECIPIENTS TO PROVIDE SCHOLARSHIPS TO CSUF STUDENTS. SCHOLARSHIPS CANDIDATES ARE EVALUATED ON MERIT, PARTICIPATION IN ACTIVITIES AT CSUF OR IN THE COMMUNITY (INCLUDING WORK), A GRADE POINT AVERAGE MEETING A MINIMUM OF 3.0, AND MUST HAVE COMPLETED A MINIMUM OF 24 UNITS DURING PREVIOUS SEMESTERS AT CSUF. DISBURSEMENTS OF THESE FUNDS ARE HANDLED THROUGH THE UNIVERSITY'S OFFICE OF FINANCIAL AID, WHICH IS CHARGED WITH THE RESPONSIBILITY OF MONITORING THE APPROPRIATE USE OF THE FUNDS FOR EDUCATIONAL PURPOSES. 0 0 0 0 0 0 0 0 0 GREGORY SAKS DIRECTOR (THRU 01/2024) 0 262759 0 8000 0 0 0 83827 0 22707 0 377293 0 0 WILLIAM COLE EX OFFICIO EXECUTIVE DIRECTOR 0 127512 0 0 0 0 0 40804 0 15599 0 183915 0 0 PART I, LINE 3 NO COMPENSATION PROCEDURES ARE UNDERTAKEN BY CSUF ALUMNI ASSOCIATION BECAUSE ALUMNI ASSOCIATION DOES NOT PAY ANY SALARIES OF THE INSIDERS REPORTED. CALIFORNIA STATE UNIVERSITY, FULLERTON COMPENSATES ALL INSIDERS FOR THE SERVICES THEY PROVIDE IN THEIR POSITIONS WITHIN THE UNIVERSITY. THE BOARD OF TRUSTEES FOR THE CALIFORNIA STATE UNIVERSITY, FULLERTON ESTABLISHES THE PROCEDURES USED TO DETERMINE THEIR COMPENSATION. THE EXECUTIVE DIRECTOR'S COMPENSATION IS BASED ON THE RESULT OF COMPENSATION SURVEYS AND STUDIES CONDUCTED UNDER THE AUSPICES OF THE CSU VICE CHANCELLOR FOR HUMAN RESOURCES. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD SHALL HAVE VOTING EX-OFFICIO MEMBERS THAT INCLUDE: 1. FACULTY REPRESENTATIVE APPOINTED BY THE UNIVERSITY'S ACADEMIC SENATE, 2. PRESIDENT OF THE ASSOCIATED STUDENTS, CSUF, INC. OR DESIGNEE, 3. UNIVERSITY PRESIDENT OR DESIGNEE. FORM 990, PART VI, SECTION A, LINE 7B ALL FUNDRAISING PROGRAMS SHALL BE APPROVED BY THE VICE PRESIDENT OF UNIVERSITY ADVANCEMENT. CONTRACTS MUST BE VETTED BY THE UNIVERSITY CONTRACTS & PROCUREMENT OFFICE OR THE CHANCELLOR'S OFFICE BUT MUST BE SIGNED BY THE EXECUTIVE DIRECTOR OF THE ASSOCIATION. ANY CONTRACT THAT EXCEEDS $5,000 MUST BE JOINTLY SIGNED BY THE EXECUTIVE DIRECTOR OF THE ASSOCIATION AND THE PRESIDENT OF THE ASSOCIATION OR A DESIGNEE. FORM 990, PART VI, SECTION B, LINE 11B MEMBERS OF THE FINANCE AND EXECUTIVE COMMITTEE REVIEW THE TAX RETURN IN DRAFT FORM. THE BOARD OF DIRECTORS REVIEWS THE TAX RETURN IN FINAL FORM. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS DOCUMENTED THROUGH COMPLETION OF A CONFLICT OF INTEREST DISCLOSURE FORM WHICH IS SIGNED BY ALL MEMBERS OF THE BOARD OF DIRECTORS. NO MEMBER OF THE BOARD OF DIRECTORS SHALL BE FINANCIALLY INTERESTED IN ANY CONTRACT OR OTHER TRANSACTION ENTERED INTO BY THE BOARD OF DIRECTORS THAT IS NOT IN ACCORDANCE WITH THE CONFLICT OF INTEREST PROVISIONS SET FORTH IN EDUCATION CODE SECTIONS 89906-89909. FORM 990, PART VI, SECTION C, LINE 19 THE FOLLOWING ORGANIZATIONAL DOCUMENTS OF THE CALIFORNIA STATE UNIVERSITY, FULLERTON ALUMNI ASSOCIATION ARE AVAILABLE UPON REQUEST IN THE ALUMNI RELATIONS OFFICE: DETERMINATION LETTER, FORM 1023, FORM 990, GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS. FORM 990, PART XI, LINE 9: TRANSFER FROM PHILANTHROPIC FOUNDATION 28,018. FORM 990, PART V, LINES 1A AND 1B: CAL STATE UNIVERSITY, FULLERTON ALUMNI ASSOCIATION CONTRACTS AND COMPENSATES ALL INDEPENDENT CONTRACTORS HIRED. HOWEVER, 1099S ARE FILED BY THE CAL STATE FULLERTON PHILANTHROPIC FOUNDATION ON BEHALF OF THE ALUMNI ASSOCIATION, THEREFORE ALUMNI ASSOCIATION HAS REPORTED ZERO 1099S FILED FOR 2023. FORM 990, PART VI, LINE 15: NO COMPENSATION PROCEDURES ARE UNDERTAKEN BY CSUF ALUMNI ASSOCIATION BECAUSE ALUMNI ASSOCIATION DOES NOT PAY ANY SALARIES OF THE INSIDERS REPORTED. CALIFORNIA STATE UNIVERSITY, FULLERTON COMPENSATES ALL INSIDERS FOR THE SERVICES THEY PROVIDE IN THEIR POSITIONS WITHIN THE UNIVERSITY. THE BOARD OF TRUSTEES FOR THE CALIFORNIA STATE UNIVERSITY, FULLERTON ESTABLISHES THE PROCEDURES USED TO DETERMINE THEIR COMPENSATION. THE EXECUTIVE DIRECTOR'S COMPENSATION IS BASED ON THE RESULT OF COMPENSATION SURVEYS AND STUDIES CONDUCTED UNDER THE AUSPICES OF THE CSU VICE CHANCELLOR FOR HUMAN RESOURCES. CALIFORNIA STATE UNIVERSITY FULLERTON 800 N STATE COLLEGE BLVD FULLERTON CA 92831 330632102 EDUCATIONAL INSTITUTION CA 501(C)(3) LINE 6 N/A 0 CAL STATE FULLERTON PHILANTHROPIC FOUNDATION 2600 E NUTWOOD SUITE 850 FULLERTON CA 92831 330567945 SUPPORT CSUF CA 501(C)(3) LINE 7 N/A 0 CAL STATE UNIVERSITY FULLERTON AUXILIARY SERVICE CORP 1121 NORTH STATE COLLEGE BLVD FULLERTON CA 92831 952081258 SUPPORT CSUF CA 501(C)(3) LINE 12B, II N/A 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0