2025-11-13T19:22:22-06:00 2025-06-30 953001179 WINDES INC PO BOX 87 LONG BEACH CA 90801 990 2024-07-01 956106694 CALIFORNIA STATE UNIVERSITY LONG BEACH RESEARCH FOUNDATION CALI 5629855537 6300 E STATE UNIVERSITY DR 332 LONG BEACH CA 90815 TRACEY RICHARDSON CHIEF OPERATING OFFICER 5629855537 2025-11-13 1 1 ELEANOR A LIVINGSTON CPA MST P00226461 5624351191 2025-11-13 2024 2025-03-06 01:10:19Z SCOTT APEL 6300 E STATE UNIVERSITY DR 332 LONG BEACH CA 90815 102289961 0 X WWW.FOUNDATION.CSULB.EDU X 1956 CA SUPPORTING RESEARCH, COMMUNITY SERVICE, ENTREPRENEURSHIP, AND SPONSORED PROGRAMS. 11 3 1755 95 0 0 56792387 53764736 10820980 10739358 902590 807675 0 0 68515957 65311769 3954772 5185795 0 0 30417751 31122194 25000 25000 25000 27808820 24130548 62206343 60463537 6309614 4848232 184033858 189190936 126093950 123407471 57939908 65783465 SERVES THE MISSION OF THE UNIVERSITY BY SUPPORTING AND ENGAGING IN RESEARCH, ENTREPRENEURSHIP, COMMUNITY SERVICE, SPONSORED PROGRAMS AND THE ACQUISITION OF PRIVATE RESOURCES. 0 0 58073063 5185795 10739358 THE FOUNDATION IS A NONPROFIT ORGANIZATION FORMED TO SUPPORT AND ADVANCE THE MISSION OF CALIFORNIA STATE UNIVERSITY, LONG BEACH (THE UNIVERSITY). TO FULFILL THIS MISSION, THE FOUNDATION PURSUES A WIDE RANGE OF OPPORTUNITIES IN THE AREAS OF GRANTS AND CONTRACTS, CAMPUS PROGRAMS, PUBLIC-PRIVATE PARTNERSHIPS, AND OTHER ENTREPRENEURIAL ACTIVITIES TO COMPLEMENT AND STRENGTHEN THE UNIVERSITY'S TEACHING, RESEARCH, SCHOLARLY, CREATIVE, AND PUBLIC SERVICE GOALS. 58073063 1 1 0 0 0 0 0 1 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 1 149 0 1 1755 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 3 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X MAUREEN O'BRIEN UNIVERSITY CONTROLLER 5629852259 6300 E STATE UNIVERSITY DR 332 LONG BEACH CA 90815 DR JANE CONOLEY CHAIR 1.00 44.00 X X 12000 485843 134984 DR KARYN SCISSUM GUNN VICE CHAIR 1.00 44.00 X X 7200 347333 63813 SCOTT APEL TREASURER/CEO 1.00 44.00 X X 7200 310854 134482 DR BARBARA TAYLOR SECRETARY 1.00 44.00 X X 8858 185234 59745 TRACEY RICHARDSON COO 40.00 0.00 X X 103205 0 10139 NIKKI MAJIDI STUDENT MEMBER 1.00 0.00 X 0 0 0 ROBERT FREAR ACADEMIC SENATE MEMBER 1.00 44.00 X 0 135132 67780 KATHERINE KIRCHHOFF COMMUNITY MEMBER 1.00 0.00 X 0 0 0 WALTER LARKINS COMMUNITY MEMBER 1.00 0.00 X 0 0 0 DR STEPHEN MEZYK PI REPRESENTATIVE 1.00 44.00 X 44461 197129 69429 DR CURTTIS BENNET DEAN REPRESENTATIVE 1.00 44.00 X 0 222867 78373 MILTON ORDONEZ ASST. TREASURER 1.00 44.00 X 0 238965 75414 DANIEL L MONSON FORMER HEAD COACH 10.00 44.00 X 278600 193546 54542 RONALD A MARK PROJECT DIRECTOR 40.00 0.00 X 174545 0 58771 ELIZABETH A PRINGLE-HORNSBY PROJECT DIRECTOR 40.00 0.00 X 161514 0 36092 ARLINDA REYES DIRECTOR OF FINANCE 40.00 0.00 X 147753 0 33144 GREGORY RAITZ DIRECTOR OF CMS FINANCE 40.00 0.00 X 138512 0 28059 DR SIMON KIM FORMER SECRETARY 1.00 44.00 X 4396 219502 69430 DR BRIAN NOWLIN FORMER COO & DIRECTOR 40.00 0.00 X 12255 0 59250 1100499 2536405 1033447 30 1 1 0 STUDY SMART TUTORS 30721 RUSSELL RANCH ROAD 140 WESTLAKE VILLAGE CA 91362 WORKSHOPS 171436 CARDINAL POINT CAPTAINS INC 5005 TEXAS STREET SUITE 104 SAN DIEGO CA 92108 SHARK TRACKING SERVICES 144999 CAL2CAL CORPORATION 17595 HARVARD SUITE C1003 IRVINE CA 92614 CONTRACTOR-WORKFORCE DEVELOPMENT 130615 WINDES PO BOX 87 LONG BEACH CA 90801 AUDIT SERVICES 115300 4 48427215 5337521 349900 53764736 DORM AND FAC. RENTAL 531110 4076801 4076801 GASB 87 LEASE INTEREST 900099 2462710 2462710 LEARNING CENTERS 900099 2279220 2279220 ATHLETIC CAMPS & EVENT 900099 939667 939667 ADMIN FEES 900099 579431 579431 401529 401529 10739358 968006 968006 36817861 36872192 106000 -54331 -106000 -160331 -160331 65311769 10739358 0 807675 5185795 5185795 354150 354150 24373883 24373883 829213 829213 5564948 5564948 91000 91000 25000 25000 68927 68927 3730651 1879254 1851397 51022 51022 2197272 2197272 405789 405789 1315466 1315466 1814426 1814426 166013 166013 613394 613394 1177643 1177643 607856 607856 SPONSORED PRGRM SUB-CON 8405686 8405686 FURNITURE & EQUIPMENT 1664786 1664786 1820617 1820617 60463537 58073063 2365474 25000 2300 1000 3207625 6868527 604026 332607 28698859 28579466 98055 140866 51083919 23552482 28642503 27531437 38848260 42609017 100782 34205 83831448 83093811 184033858 189190936 4673638 5504462 6337213 8418666 19954411 18265433 95128688 91218910 126093950 123407471 X 27920083 31119533 30019825 34663932 57939908 65783465 184033858 189190936 4848232 2995325 0 X 0 1 X 1 1 1 X 36598682 35159478 42676876 56792387 53764736 224992159 36598682 35159478 42676876 56792387 53764736 224992159 224992159 1331136 466831 695794 1008695 968006 4470462 1914353 1746146 2018440 5678939 235141560 52155277 0.95680 0.94950 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OPEB LIABILITY ADJUSTMENT - 2020 AMOUNT: $ 1,914,353. 2021 AMOUNT: $ 1,746,146. 2022 AMOUNT: $ 2,018,440. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 349900 7997891 X X X 0 17066474 17066474 32283502 21818539 10464963 1666491 1666491 0 67452 67452 0 27531437 COLLECTION ITEMS AND WORKS OF ART 7997891 UNAMORTIZED LOSS ON REFUNDING AND NET DIFFERENCES IN OPEB LIABILITY 1163516 LEASE RECEIVABLES 73932404 83093811 POST EMPLOYMENT BENEFITS OBLIGATION 1867662 CHAR. REMAINDER TRUST AND CHAR. GIFT ANNUITY LIABILITY 5550283 DUE TO RELATED PARTIES 2203420 NET DIFFERENCE IN OPEB LIABILITIES 560313 NON-EXCHANGE TRANSACTIONS 13014666 LEASE LIABILITIES 29885 DEFERRED INFLOWS - LEASES 67715051 OTHER LIABILITIES 277630 91218910 68238167 2995325 2995325 65242842 68927 68927 65311769 60394610 0 60394610 68927 68927 60463537 PART III, LINE 4: THE RESEARCH FOUNDATION'S COLLECTION ITEMS ARE MADE UP OF ARTIFACTS OF HISTORICAL SIGNIFICANCE AND ART OBJECTS THAT ARE HELD FOR EDUCATIONAL RESEARCH AND CURATORIAL PURPOSES. EACH OF THE ITEMS IS CATALOGED, PRESERVED AND CARED FOR, AND ACTIVITIES VERIFYING THEIR EXISTENCE AND ASSESSING THEIR CONDITION ARE PERFORMED CONTINUOUSLY. MONIES RECOVERED FROM ANY COLLECTIONS THAT ARE SOLD MUST BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS. COLLECTION ITEMS ACQUIRED ON OR AFTER JULY 1, 1996 ARE CAPITALIZED AT COST, IF THE ITEMS WERE PURCHASED, OR AT THEIR APPRAISED OR FAIR MARKET VALUE ON THE ACCESSION DATE, IF THE ITEMS WERE CONTRIBUTED. DURING THE YEAR ENDED JUNE 30, 2025 AND 2024, THERE WERE DONATED COLLECTION ITEMS OF $349,900 AND $189,250 RESPECTIVELY. X X 1 KKJZ FUNDRAISING INC 6300 STATE UNIVERSITY DRIVE 332 LONG BEACH CA 90815 FUNDRAISING - KJAZZ RADIO STATION 0 1955041 25000 1930041 1955041 25000 1930041 CA SCHEDULE G, PART I, LINE 2B, COLUMN (V) CSULB FOUNDATION PAID AN ORGANIZATION TO FUNDRAISE FOR KJAZZ RADIO STATION THAT IS OPERATED ON THE CSULB CAMPUS. 1 CSULB 1250 BELLFLOWER BOULEVARD LONG BEACH CA 90840 931150363 PUBLIC UNIVERSITY 5185795 0 TO PROVIDE SCHOLARSHIPS FOR TUITION AND OTHER EDUCATIONAL EXPENSES TO STUDENTS ATTENDING CSULB 1 PART I, LINE 2: SCHOLARSHIP RECIPIENTS APPLY FOR CSULB SCHOLARSHIPS BASED ON VARIOUS MERITS, AND AS APPROVED BY THE VARIOUS DEPARTMENTS AT CSULB. SCHOLARSHIPS ARE PAID BY CSULB DIRECTLY TO STUDENTS AND RESEARCH FOUNDATION REIMBURSES CSULB. CSULB DEPARTMENTS IN CONCERT WITH FINANCIAL AID DETERMINE STUDENTS' ELIGIBILITY AND MONITOR FUND USAGE TO ENSURE THEY ARE APPLIED FOR ACADEMIC PURPOSES. X 0 0 0 0 0 0 0 0 0 DR JANE CONOLEY CHAIR 12000 480899 0 0 0 4944 0 104411 0 30573 12000 620827 0 0 DANIEL L MONSON FORMER HEAD COACH 6850 118195 271750 0 0 75351 0 37808 0 16734 278600 248088 0 0 SCOTT APEL TREASURER/CEO 7200 310596 0 0 0 258 0 94310 0 40172 7200 445336 0 0 DR KARYN SCISSUM GUNN VICE CHAIR 7200 346937 0 0 0 396 0 48463 0 15350 7200 411146 0 0 MILTON ORDONEZ ASST. TREASURER 0 238875 0 0 0 90 0 46366 0 29048 0 314379 0 0 DR STEPHEN MEZYK PI REPRESENTATIVE 44461 197129 0 0 0 0 0 54144 0 15285 44461 266558 0 0 DR CURTTIS BENNET DEAN REPRESENTATIVE 0 222471 0 0 0 396 0 46145 0 32228 0 301240 0 0 DR SIMON KIM FORMER SECRETARY 4396 172069 0 0 0 47433 0 47543 18 21869 4414 288914 0 0 DR BARBARA TAYLOR SECRETARY 8858 185234 0 0 0 0 0 47625 0 12120 8858 244979 0 0 RONALD A MARK PROJECT DIRECTOR 174545 0 0 0 0 0 30500 0 28271 0 233316 0 0 0 ROBERT FREAR ACADEMIC SENATE MEMBER 0 125132 0 0 0 10000 0 37404 0 30376 0 202912 0 0 ELIZABETH A PRINGLE-HORNSBY PROJECT DIRECTOR 158051 0 0 0 3463 0 15987 0 20105 0 197606 0 0 0 ARLINDA REYES DIRECTOR OF FINANCE 143702 0 0 0 4051 0 14460 0 18684 0 180897 0 0 0 GREGORY RAITZ DIRECTOR OF CMS FINANCE 132474 0 0 0 6038 0 0 0 28059 0 166571 0 0 0 DR BRIAN NOWLIN FORMER COO & DIRECTOR 12255 0 0 0 0 0 30500 0 28750 0 71505 0 0 0 A TRUSTEES OF THE CA STATE UNIVERSITY 912155587 13077CRF3 2016-05-01 9361430 REFUND OF 2008 COLLEGE AQUISITION 0 0 1 B TRUSTEES OF THE CA STATE UNIVERSITY 912155587 13077CTE4 2016-05-01 13199051 REFUND OF 2009 RLC RENOVATION 0 0 1 C TRUSTEES OF THE CA STATE UNIVERSITY 912155587 2018-08-01 6054089 REFINANCED SERIES 2008A BONDS 0 0 1 A 4601430 9361430 9575655 29136 9546519 2016 0 1 0 1 B 5499051 13199051 13507260 38526 13468735 2016 0 1 0 1 C 2724089 6054089 20382 6033706 2018 0 1 0 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 C 0 0 0 0 0 0 0 A 0 0 1 0 0 0 NA 0 0 0 NA 0 1 B 0 0 1 0 0 0 NA 0 0 0 NA 0 1 C 0 0 1 0 0 0 NA 0 0 0 NA 0 1 A 0 B 0 C 0 PART III, LINE 3D, PART III, LINE 9, AND PART V ANNUALLY, THE ORGANIZATION SUBMITS A REPORT TO THE CHANCELLOR'S OFFICE, WHICH TABULATES BOND FINANCED SPACE USED IN A PRIVATE TRADE OR BUSINESS, IF ANY. TO THE EXTENT THERE ARE ANY CHANGES IN THE USE OF SPACE FROM THE PREVIOUS YEAR, THE ORGANIZATION COMPLETES A PRIVATE USE CHECKLIST WHICH IS SUBMITTED TO THE CHANCELLOR'S OFFICE. X 17 349900 APPRAISAL 3 0 1 1 PART I, COLUMN (B): THE NUMBER REPORTED IN COLUMN B REPRESENTS THE NUMBER OF CONTRIBUTIONS RECEIVED. PART I, LINE 32B: CAR DONATIONS ARE ADMINISTERED BY A THIRD PARTY. FORM 990, PART I, LINE 16B THE FOUNDATION HAS MINIMAL FUNDRAISING EXPENSES DUE TO THE FACT THAT THE ORGANIZATION SHARES IN THEIR FUNDRAISING EFFORTS JOINTLY WITH LONG BEACH STATE FOUNDATION. IN ADDITION, A SIGNIFICANT PORTION OF THE CONTRIBUTIONS RECEIVED ARE LARGE GRANTS FROM GOVERNMENT ENTITIES. FORM 990, PART VI, SECTION B, LINE 11B A SUBCOMMITTEE OF DIRECTORS, THE AUDIT COMMITTEE, REVIEWS THE FORM 990 PRIOR TO SUBMITTING TO IRS. BEFORE FILING THE FORM 990, A FINAL COPY OF THE RETURN IS FORWARDED TO THE ENTIRE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C EACH FISCAL YEAR, ALL INDIVIDUALS IN DESIGNATED POSITIONS ARE REQUIRED TO SIGN THE FOUNDATION "CONFLICT OF INTEREST POLICY AND THE "CONFLICT OF INTEREST DECLARATION". A REVIEW OF ALL REPORTED CONFLICTS OF INTEREST WILL BE CONDUCTED. THE REVIEW COMMITTEE SHALL CONSIST OF THE CHIEF OPERATING OFFICER AND THE CHIEF FINANCIAL OFFICER. IN THE EVENT AN INDIVIDUAL OCCUPYING ONE OF THE AFOREMENTIONED POSITIONS REPORTS A CONFLICT OF INTEREST, ANOTHER FOUNDATION CENTRAL OFFICE DIRECTOR SHALL BE SUBSTITUTED FOR PURPOSES OF THE REVIEW OF THAT REPORTED CONFLICT OF INTEREST. THE COMMITTEE SHALL REVIEW ALL RELEVANT INFORMATION AND ADVISE THE CHIEF EXECUTIVE OFFICER IF A CONFLICT EXISTS. ADDITIONALLY, THE REVIEW COMMITTEE SHALL ADVISE THE CHIEF EXECUTIVE OFFICER ON HOW CONFLICTS MIGHT BE MANAGED OR RESOLVED. THE COMMITTEE SHALL REPORT ONE OF THE FOLLOWING FINDINGS TO THE CHIEF EXECUTIVE OFFICER: THE REPORTED CONFLICT OF INTEREST WAS FOUND TO BE: - PERMISSIBLE SINCE THE DISCLOSED INFORMATION DOES NOT REPRESENT A POSSIBLE SOURCE OF BIAS OR INAPPROPRIATE ACTIVITY; OR - PERMISSIBLE WITH MODIFICATIONS AIMED AT AVOIDING BIAS OR INAPPROPRIATE ACTIVITIES; OR - INCONSISTENT WITH FOUNDATION POLICY AND THUS NOT PERMISSIBLE. THE CHIEF EXECUTIVE OFFICER SHALL ISSUE A DECISION WHICH DESIGNATES AN ACTIVITY AS PERMISSIBLE, PERMISSIBLE WITH CERTAIN CLEARLY SPECIFIED CONDITIONS, OR NOT PERMISSIBLE. FORM 990, PART VI, SECTION B, LINE 15 WHEN DETERMINING THE SALARY OF TOP MANAGEMENT, OFFICERS, AND KEY EMPLOYEES, THE FOUNDATION CONSULTS ON WAGE AND SALARY INFORMATION FROM A VARIETY OF SOURCES WHICH INCLUDE, BUT ARE NOT LIMITED TO: THE ANNUAL AUXILIARY ORGANIZATION ASSOCIATION (AOA) COMPENSATION SURVEY, THE PREVAILING CALIFORNIA STATE UNIVERSITY, LONG BEACH SALARY RATE AND MARKET VALUE ASSOCIATED WITH THE SAME/SIMILAR POSITIONS WITHIN THE SAME GEOGRAPHIC AREA. SALARIES ARE THEN APPROVED BY THE MOST SENIOR LEVEL WITHIN THE FOUNDATION AND/OR THE PRESIDENT/VICE PRESIDENT DEPENDING UPON THE POSITION. FORM 990, PART VI, SECTION C, LINE 19 THE TAX EXEMPT APPLICATION, DETERMINATION LETTER, ARTICLES OF INCORPORATION, BY-LAWS, AND FORM 990 ARE AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST AT OUR MAIN OFFICE. CALIFORNIA STATE UNIVERSITY LONG BEACH 1250 BELLFLOWER BOULEVARD LONG BEACH CA 90840 931150363 PUBLIC UNIVERSITY CA 501(C)(3) 170(B)(1) (A)(II) N/A 0 CHARITABLE REMAINDER UNITRUSTS (1) CA T 0 CHARITABLE GIFT ANNUITIES (8) CA T 0 CHARITABLE LEAD UNITRUST (1) CA T 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1