2025-05-14T17:29:19-05:00 2024-06-30 410746749 CLIFTONLARSONALLEN LLP 2210 EAST ROUTE 66 GLENDORA CA 91740 990 2023-07-01 956067343 UNIVERSITY ENTERPRISES CORPORATION AT CSUSB UNIV 9095373644 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 SESAR MORFIN EXECUTIVE DIRECTOR 9095373644 2025-05-14 1 1 CASIE ZWAHLEN CPA P02291311 6268577300 2025-05-14 2023 2025-03-06 01:10:19Z SESAR MORFIN 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 53439736 0 X UEC.CSUSB.EDU X 1962 CA TO PROMOTE AND ASSIST IN EDUCATION, ADMINISTRATION, AND RELATED SERVICES OF CALIFORNIA STATE UNIVERSITY, SAN BERNARDINO. 17 5 1056 60 0 0 40972330 50790494 1731061 1972706 106458 520073 1406344 156463 44216193 53439736 0 0 0 0 22191011 26067973 0 0 0 20499913 24589788 42690924 50657761 1525269 2781975 34429444 40431863 22883870 26508351 11545574 13923512 TO PROMOTE AND ASSIST IN EDUCATION, ADMINISTRATION, AND RELATED SERVICES OF CALIFORNIA STATE UNIVERSITY, SAN BERNARDINO. 0 0 47469948 740517 GRANTS AND CONTRACTS - PROVIDE STAFF SALARIES, OPERATING SUPPLIES, BOOKS AND MATERIALS, TUITION, STIPENDS AND EQUIPMENT. GRANTS ARE FOR RESEARCH, TEACHING AND COMMUNITY SERVICE PROJECTS. 2331651 424945 CHILDREN'S & INFANT CENTERS - CONSISTS OF THE OPERATION OF THE ON-CAMPUS CHILD CARE CENTER. 1197973 807244 COMMERCIAL OPERATIONS - CONSISTS OF VENDING AND CONTRACT OVERSIGHT OF CAMPUS BOOKSTORE AND DINING SERVICE OPERATIONS. 50999572 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 1 257 0 1 1056 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 5 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 0 0 CA X X MICHELLE BULAON 9095373644 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 TOMAS D MORALES BOARD CEO (CSUSB PRESIDENT) 1.00 40.00 X X 0 520947 127575 SAMUEL SUDHAKAR BOARD CHAIR (CSUSB VP OF FINANCE, TECH. & OPS) 1.00 40.00 X X 0 299993 74567 PAZ OLIVEREZ DIRECTOR (CSUSB VP OF STUDENT AFFAIRS) 1.00 40.00 X 0 254720 92758 ROBERT NAVA DIRECTOR (CSUSB VP OF ADVANCEMENT) 1.00 40.00 X 0 277700 109138 TAEWON YANG INTERIM BOARD TREASURER (CSUSB FACULTY REP) 1.00 40.00 X X 0 195093 79908 JENNIFER SORENSON DIRECTOR (CSUSB STAFF REP) 1.00 40.00 X 0 217062 50505 JEREMY DODSWORTH DIRECTOR (CSUSB FACULTY REP) 1.00 40.00 X 0 112582 47935 WILLIAM STEVENSON DIRECTOR (CSUSB INSTRUC FACULTY, SUMMER SESS 1.00 40.00 X 747 51462 35903 DOROTHY CHEN-MAYNARD DIRECTOR (CSUSB PROF) 1.00 40.00 X 17761 52394 52107 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 RAFIK MOHAMED DIRECTOR (CSUSB VP OF ACADEMIC AFFAIRS) 1.00 40.00 X 0 331155 68558 DESTINY SHAVERS DIRECTOR (STUDENT REP) 1.00 0.00 X 0 0 0 ROBIN PHILLIPS DIRECTOR (CSUSB VP OF HR) 1.00 40.00 X 0 243195 57568 CYNTHIA CRAWFORD DIRECTOR (CSUSB FACULTY REP) 1.00 40.00 X 673 146507 70207 ANGELICA AGUDO DIRECTOR (STUDENT REP) 1.00 0.00 X 0 0 0 CARSON FAJARDO DIRECTOR (STUDENT REP) 1.00 0.00 X 0 0 0 DOUGLAS FREER THRU 0723 VP FOR ADMINISTRATION 1.00 40.00 X 0 166437 72355 JOHN GRIFFIN EXEC DIR (THRU 01/24) 40.00 0.00 X 175948 0 29739 SESAR MORFIN INTEREM EXEC DIR (START 02/24) 40.00 0.00 X 0 37143 25914 PAUL NOLTA PROGRAM DIRECTOR 40.00 0.00 X 140428 0 16093 ELAINE B ZUCCO DIRECTOR OF OPERATIONS 40.00 0.00 X 135580 0 27538 CHRISTOPHER VALLEJO EXECUTIVE DIRECTOR OF OPERATIONS 40.00 0.00 X 120375 0 37654 ERIC GODDARD DIRECTOR OF ADMISSIONS 40.00 0.00 X 118364 0 18525 MARY MITCHEL DIRECTOR OF RESEARCH 40.00 0.00 X 119736 0 18723 829612 2906390 1113270 13 0 1 0 0 991983 49798511 50790494 COMMERCIAL OPERATIONS 611310 807244 807244 SPECIAL PROGRAMS 611310 740517 740517 PARENT FEES 611310 424945 424945 1972706 480848 480848 39225 0 39225 39225 39225 ALL OTHER REVENUE 900099 156463 156463 156463 53439736 1972706 0 676536 X 138771 138771 20189476 19322690 866786 1893796 1775197 118599 3845930 3587956 257974 17460 17460 95246 7980 87266 18909 18909 8797468 12355481 -3558013 41946 41671 275 3093991 2013025 1080966 501347 486998 14349 1288354 1288354 2803684 2636374 167310 535187 491273 43914 3794 3794 655510 586243 69267 267641 38791 228850 STIPENDS, ROOM AND BOAR 5445182 5443382 1800 MISCELLANEOUS 611776 547035 64741 RENTAL, EQUIPMENT AND S 412293 373328 38965 50657761 50999572 -341811 0 2369649 4323017 11269664 13809215 12237088 13992070 441066 139751 499713 428176 10265565 7548194 3169663 2717371 4442601 5022263 34429444 40431863 6693505 6159430 9394796 10542430 6795569 9806491 22883870 26508351 X 11545574 13923512 11545574 13923512 34429444 40431863 X 2781975 55737 -459774 X X 0 1 X 1 1 1 X 30794998 32090498 34711784 40972330 50790494 189360104 30794998 32090498 34711784 40972330 50790494 189360104 189360104 182500 148614 94631 108945 480848 1015538 12696 2000775 5255253 1406344 2129169 10804237 201179879 0.94120 0.86240 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4640 4640 2196396 1454532 741864 3015870 1876579 1139291 5048659 4217083 831576 0 2717371 DUES FROM RELATED PARTY 473090 RIGHT-OF-USE ASSET 3594314 ASSETS FOR POST-EMPLOYMENT MEDICAL BENEFITS 954859 5022263 LIABILITIES FOR PENSION BENEFITS 3827652 LEASE LIABILITY 3712430 DUE TO RELATED PARTY 2266409 9806491 X 53016790 55737 55737 52961053 18909 459774 478683 53439736 50638852 0 50638852 18909 18909 50657761 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 1,207,652. NET CHANGE IN OPEB LIABILITY VALUATION -860,043. TRANSFERS TO UNIVERSITY/OTHER AUXILIARY ORGANIZATIONS 112,165. X X 0 0 0 0 0 0 0 0 0 TOMAS D MORALES BOARD CEO (CSUSB PRESIDENT) 0 446276 0 72000 0 2671 0 105600 0 21975 0 648522 0 0 RAFIK MOHAMED DIRECTOR (CSUSB VP OF ACADEMIC AFFAI 0 324385 0 0 0 6770 0 46733 0 21825 0 399713 0 0 ROBERT NAVA DIRECTOR (CSUSB VP OF ADVANCEMENT) 0 264000 0 6000 0 7700 0 87437 0 21701 0 386838 0 0 SAMUEL SUDHAKAR BOARD CHAIR (CSUSB VP OF FINANCE, TE 0 293868 0 0 0 6125 0 46733 0 27834 0 374560 0 0 PAZ OLIVEREZ DIRECTOR (CSUSB VP OF STUDENT AFFAIR 0 247500 0 0 0 7220 0 81975 0 10783 0 347478 0 0 ROBIN PHILLIPS DIRECTOR (CSUSB VP OF HR) 0 237000 0 0 0 6195 0 46733 0 10835 0 300763 0 0 TAEWON YANG INTERIM BOARD TREASURER (CSUSB FACUL 0 178352 0 0 0 16741 0 58325 0 21583 0 275001 0 0 JENNIFER SORENSON DIRECTOR (CSUSB STAFF REP) 0 210912 0 0 0 6150 0 46733 0 3772 0 267567 0 0 DOUGLAS FREER THRU 0723 VP FOR ADMINISTRATION 0 166437 0 0 0 0 0 53873 0 18482 0 238792 0 0 CYNTHIA CRAWFORD DIRECTOR (CSUSB FACULTY REP) 673 146507 0 0 0 0 0 48525 0 21682 673 216714 0 0 JOHN GRIFFIN EXEC DIR (THRU 01/24) 175948 0 0 0 0 0 20888 0 8851 0 205687 0 0 0 ELAINE B ZUCCO DIRECTOR OF OPERATIONS 135580 0 0 0 0 0 20102 0 7436 0 163118 0 0 0 JEREMY DODSWORTH DIRECTOR (CSUSB FACULTY REP) 0 110689 0 0 0 1893 0 36885 0 11050 0 160517 0 0 CHRISTOPHER VALLEJO EXECUTIVE DIRECTOR OF OPERATIONS 120375 0 0 0 0 0 19252 0 18402 0 158029 0 0 0 PAUL NOLTA PROGRAM DIRECTOR 140428 0 0 0 0 0 7584 0 8509 0 156521 0 0 0 FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES THAT HAVE BEEN GRANTED AUTHORITY TO ACT ON BEHALF OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY THE ORGANIZATION'S OUTSIDE PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE A DRAFT OF THE RETURN IS AVAILABLE, IT IS REVIEWED BY MANAGEMENT WITH ANY CHANGES OR REVISIONS INCORPORATED INTO THE FILING. THE REVISED RETURN IS THEN SUBMITTED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW AND APPROVAL PRIOR TO SUBMITTING TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MAINTAINS A CONFLICT OF INTERESTS POLICY FOR BOARD MEMBERS, OFFICERS, AND EMPLOYEES. IN CONNECTION WITH ANY ACTUAL OR POTENTIAL CONFLICT OF INTERESTS, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE AND NATURE OF ANY OUTSIDE INTEREST, OUTSIDE ACTIVITY, AND FINANCIAL INTEREST TO THE BOARD OF DIRECTORS, OR THE BOARD COMMITTEE DELEGATED THE AUTHORITY TO RECEIVE SUCH DISCLOSURES. MONITORING IS PERFORMED REGULARLY BY THE BOARD OFFICERS TO IDENTIFY POTENTIAL CONFLICTS OF INTEREST. ANY QUESTION OF A CONFLICT IS ADDRESSED WITH THE INTERESTED PERSON, WHO IS REQUIRED TO DISCLOSE THE EXISTENCE OF ANY FINANCIAL INTEREST AND BE AFFORDED THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE BOARD AND EXECUTIVE DIRECTOR. IF A CONFLICT OF INTEREST IS IDENTIFIED, THE APPROPRIATE ACTION IS TAKEN, INCLUDING LIMITATIONS TO THE INDIVIDUAL'S INFLUENCE ON RELATED BUSINESS MATTERS. FORM 990, PART VI, SECTION B, LINE 15A COMPARABILITY STUDIES ARE USED. THE GOVERNING BOARD APPROVES THE SALARY FOR THE EXECUTIVE DIRECTOR. THE PROCESS DESCRIBED HERE WAS LAST COMPLETED IN 2023. 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 4,003,772. MANAGEMENT AND GENERAL EXPENSES 186,596. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,190,368. CAMPUS SERVICE EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 2,043,532. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,043,532. GRANT SUBRECIPIENT COSTS: PROGRAM SERVICE EXPENSES 2,335,725. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,335,725. PROFESSIONAL DEVELOPMENT AND TRAINING: PROGRAM SERVICE EXPENSES 156,439. MANAGEMENT AND GENERAL EXPENSES 67,646. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 224,085. GRANT INDIRECT COSTS: PROGRAM SERVICE EXPENSES 5,859,545. MANAGEMENT AND GENERAL EXPENSES -5,855,787. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,758. FORM 990, PART XI, LINE 9: NET CHANGE IN PENSION LIABILITY VALUATION -1,207,652. NET CHANGE IN OPEB LIABILITY VALUATION 860,043. TRANSFERS TO UNIVERSITY/OTHER AUXILIARY ORGANIZATIONS -112,165. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT 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 12096601 FMV CALIFORNIA STATE UNIVERSITY SAN BERNARDINO Q 397935 FMV CSUSB PHILANTHROPIC FOUNDATION P 142966 FMV CSUSB PHILANTHROPIC FOUNDATION Q 819398 FMV SANTOS MANUEL STUDENT UNION OF CA STATE UNIVERSITY AT SAN BERNARDINO P 66613 FMV ASSOCIATED STUDENTS CALIFORNIA STATE UNIVERSITY AT SAN BERNARDINO Q 157634 FMV