2026-05-06T13:13:18-05:00 2025-06-30 930623286 ALDRICH CPAS AND ADVISORS LLP 1903 WRIGHT PLACE 180 CARLSBAD CA 92008 990 2024-07-01 952643086 CALIFORNIA STATE UNIVERSITY BAKERSFIELD FOUNDATION CALI 6616543579 9001 STOCKDALE HIGHWAY BAKERSFIELD CA 93311 HEATH NIEMEYER EXECUTIVE DIRECTOR 6616543579 2026-05-05 1 0 DEBRA D SMITH CPA P00646873 7604318440 2026-05-05 2024 2025-03-06 01:10:19Z HEATH NIEMEYER 9001 STOCKDALE HIGHWAY BAKERSFIELD CA 93311 25557925 0 X HTTPS://WWW.CSUB.EDU/FOUNDATION/ X 1969 CA PROVIDE SUPPORT FOR CALIFORNIA STATE UNIVERSITY, BAKERSFIELD IN FULFILLING ITS MISSION. 26 20 9 0 0 0 5330746 3660155 768588 548428 647334 2341809 -4899 -82047 6741769 6468345 1912829 2169393 0 0 1055146 1525344 0 0 380986 2301966 2501179 5269941 6195916 1471828 272429 62258639 65379604 1253617 1258661 61005022 64120943 THE FOUNDATION SUPPORTS CALIFORNIA STATE UNIVERSITY, BAKERSFIELD BY ADVOCATING ON BEHALF OF THE UNIVERSITY, FUNDRAISING FOR UNIVERSITY PROGRAMS AND ACTIVITIES, AND MANAGING THE FINANCES OF THE FOUNDATION AND THE UNIVERSITY ENDOWMENT. 0 0 4979263 2169393 548428 CALIFORNIA STATE UNIVERSITY, BAKERSFIELD FOUNDATION PROVIDES ESSENTIAL SERVICES TO THE STUDENTS, FACULTY AND STAFF OF CALIFORNIA STATE UNIVERSITY BAKERSFIELD THAT CANNOT BE PROVIDED THROUGH STATE PROCEDURES. THESE SERVICES INCLUDE SCHOLARSHIPS AND PROGRAM SUPPORT OF THE UNIVERSITY. THERE ARE APPROXIMATELY 10,000 STUDENTS. 4979263 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 1 1 0 0 1 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 35 0 9 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 26 20 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X X HEATHER MACAULAY 6616542891 9001 STOCKDALE HIGHWAY BAKERSFIELD CA 93311 CONNIE PEREZ-ANDREESEN CHAIR OF THE BOARD 2.50 X X 0 0 0 DR KRISTEN WATSON TREASURER 2.50 40.00 X X 0 245586 77294 DR VERNON B HARPER JR UNIVERSITY PRESIDENT 2.50 40.00 X X 11580 452962 144754 HEATH NIEMEYER EXECUTIVE DIRECTOR 2.50 40.00 X X 0 238781 78558 THOM DAVIS TREASURER / TERM 1.28.25 2.50 40.00 X X 7440 318685 67006 NICK AMBROSINI VICE CHAIR OF THE BOARD 2.50 X X 0 0 0 JACOB PANERO DIRECTOR 2.50 X 0 0 0 STEVE ANDERSON DIRECTOR 2.50 X 0 0 0 RAJI BRAR DIRECTOR 2.50 X 0 0 0 OMAR HAYAT DIRECTOR 2.50 X 0 0 0 MORGAN CLAYTON DIRECTOR 2.50 X 0 0 0 MELINDA PALMER DIRECTOR 2.50 X 0 0 0 MEGAN LOPEZ DIRECTOR 2.50 X 0 0 0 JP LAKE DIRECTOR 2.50 X 0 0 0 JON VAN BOENING DIRECTOR 2.50 X 0 0 0 DR RAVI PATEL DIRECTOR 2.50 X 0 0 0 GEOFFREY B KING DIRECTOR 2.50 X 0 0 0 GREG BYNUM DIRECTOR 2.50 X 0 0 0 DR JAVIER BUSTAMANTE DIRECTOR 2.50 X 0 0 0 DR BRITTANY K SANCHEZ FACULTY REPRESENTATIVE 2.50 40.00 X 0 93480 37113 ERIN PRUITT ASI PRESIDENT 2.50 10.00 X 0 15254 0 ANGELO MAZZEI DIRECTOR 2.50 X 0 0 0 AMANDA RUIZ PRESIDENT FOR ALUMNI ASSOCIATION 2.50 X 0 0 0 EMILY DURAN DIRECTOR 2.50 X 0 0 0 XOCHITL M GARCIA DIRECTOR 2.50 X 0 0 0 AIMEE BLAINE DIRECTOR 2.50 X 0 0 0 19020 1364748 404725 0 0 1 0 0 3861 217719 3438575 221134 3660155 OTHER PROGRAM REVENUE 611710 548428 548428 548428 1518138 1518138 36354 0 36354 36354 36354 19658440 18834769 823671 823671 823671 136410 217719 254811 -118401 -118401 6468345 548428 0 2259762 2162334 2162334 7059 7059 1045363 1042354 3009 463902 157194 306708 16079 16033 46 3108 3108 53700 53700 183157 183157 139723 122748 6750 10225 49655 4614 39757 5284 325835 201525 28055 96255 230285 52291 29166 148828 37607 31167 5285 1155 539528 500546 7830 31152 139213 91125 3769 44319 6752 3050 3702 35730 21141 14254 335 SUPPLIES AND SERVICES 519543 393254 87339 38950 MISCELLANEOUS 59309 59309 0 0 DUES AND SUBSCRIPTIONS 59266 33806 20977 4483 MINOR EQUIPMENT 49797 49183 614 0 68971 30530 38441 6195916 4979263 835667 380986 13096439 13700524 3797430 3655528 3224669 1844116 1430 708 2143 0 1882975 1861433 28294 21542 33635867 36055786 8372975 9985749 99392 115651 62258639 65379604 203803 199458 5600 5617 1044214 1053586 1253617 1258661 X 3353798 3758635 57651224 60362308 61005022 64120943 62258639 65379604 X 272429 3208535 -365043 X 0 1 X 1 0 X 9662895 11258642 3243551 5330746 3660155 33155989 9662895 11258642 3243551 5330746 3660155 33155989 10319851 22836138 579596 827957 995931 1227242 1554492 5185218 38341207 4498146 0.59560 0.59620 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X X 0 42735229 541632 4889018 609594 690637 356050 46509598 37162254 2847871 4239694 589665 598171 326754 42735229 35096739 1056492 2526003 577319 546453 393208 37162254 35026548 6441874 -4643419 503766 733570 490928 35096739 26944055 3076004 7582303 534029 425242 408472 36234619 0.11840 0.67320 0.20840 0 0 3139 3139 12127 12127 0 305286 291453 13833 1562423 1557853 4570 21542 9985749 F 9985749 ACCRUED POST-EMPLOYMENT BENEFITS OTHER THAN PENSIONS 903244 DUE TO RELATED PARTIES 150342 1053586 X 13659371 3208535 2584414 1581234 7374183 6285188 183157 183157 6468345 10543450 2584414 1946277 4530691 6012759 183157 183157 6195916 PART III, LINE 4: WORKS OF ART AND OTHER COLLECTIONS INCLUDING: ARTWORK, SCULPTURES, AFRICAN ANTELOPE, AND A ROCK COLLECTION. THESE ITEMS ARE AVAILABLE FOR VIEWING, STUDY AND RESEARCH. PART V, LINE 4: THE FOUNDATION'S ENDOWMENTS CONSIST OF FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES TO SUPPORT THE ORGANIZATION'S EXEMPT PURPOSE. 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, 2025 AND 2024 AND THEREFORE NO AMOUNTS HAVE BEEN ACCRUED. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE NETTED WITH RELATED REVENUE 254,811. PRIOR YEAR CONTRIBUTION RETURNED 1,326,423. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSE NETTED WITH RELATED REVENUE 254,811. LOSS ON POST-EMPLOYMENT BENEFITS OTHER THAN PENSIONS 191,466. PRIOR YEAR CONTRIBUTION RETURNED TO DONOR 1,500,000. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 2245067 0 0 0 0 0 0 2245067 0 2245067 1 0 0 0 0 0 HOT STOVE 93900 43889 50011 35298 14943 0 39320 SPRING BBQ 102418 62045 40373 4218 45344 4006 11580 3 157811 111785 46026 52135 23240 500 24227 354129 217719 136410 91651 83527 4506 75127 254811 -118401 1 CALIFORNIA STATE UNIVERSITY BAKERSFIELD 9001 STOCKDALE HIGHWAY BAKERSFIELD CA 93311 770314545 115 412704 267547 FMV EQUIPMENT PROGRAM SUPPORT CALIFORNIA STATE UNIVERSITY BAKERSFIELD 9001 STOCKDALE HIGHWAY BAKERSFIELD CA 93311 770314545 115 1362524 0 SCHOLARSHIPS ASSOCIATED STUDENTS CALIFORNIA STATE UNIVERSITY BAKERSFIELD 9001 STOCKDALE HIGHWAY BAKERSFIELD CA 93311 770293800 501(C)(3) 119070 251 FMV BOOKS SCHOLARSHIPS 2 0 SCHOLARSHIPS 4 7059 PART I, LINE 2: REQUESTS ARE TRANSFERRED TO THE OFFICE OF FINANCIAL AID. THE FINANCIAL AID OFFICE MATCHES SPECIFIC SCHOLARSHIPS WITH REQUESTS THEN FUNDS ARE DISTRIBUTED WITHIN COMPLIANCE OF DONOR INTENT. X 1 0 0 0 0 0 0 0 0 0 0 DR VERNON B HARPER JR UNIVERSITY PRESIDENT 0 395517 0 0 11580 57445 0 112364 0 32390 11580 597716 0 0 THOM DAVIS TREASURER / TERM 1.28.25 0 310564 0 0 7440 8121 0 43335 0 23671 7440 385691 0 0 DR KRISTEN WATSON TREASURER 0 245190 0 0 0 396 0 46866 0 30428 0 322880 0 0 HEATH NIEMEYER EXECUTIVE DIRECTOR 0 231443 0 0 0 7338 0 46239 0 32319 0 317339 0 0 PART I, LINE 1A THE ORGANIZATION PAYS FOR COUNTRY CLUB MEMBERSHIPS FOR CFO/TREASURER AND PRESIDENT. PART I, LINE 3 THE ORGANIZATION DOES NOT HAVE ANY PAID OFFICERS OR DIRECTORS. CALIFORNIA STATE UNIVERSITY, BAKERSFIELD A RELATED ORGANIZATION DOES COMPENSATE THE OFFICERS AND DIRECTORS AND HAS A FORMAL REVIEW POLICY. X 5 135730 X SUPPLIES 12 63930 FMV X MAINTENANCE 2 11276 FMV X AUCTION ITEMS 76 8598 FMV X GIFT CARDS 3 1600 FMV 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B PRIOR TO SUBMISSION, THE INFORMATION REPORTED IN THE TAX RETURN IS REVIEWED AND VERIFIED FOR ACCURACY AND COMPLETENESS BY THE CALIFORNIA STATE UNIVERSITY, BAKERSFIELD, FOUNDATION EXECUTIVE DIRECTOR, THE CHIEF FINANCIAL OFFICER, THE ASSOCIATE VICE PRESIDENT AND CHIEF ACCOUNTING OFFICER, AND THE DIRECTOR OF ACCOUNTING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY ALL BOARD OF DIRECTORS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM AND IT IS REVIEWED BY MANAGEMENT FOR ANY CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT HAVE ANY PAID OFFICERS OR DIRECTORS. CALIFORNIA STATE UNIVERSITY, BAKERSFIELD, A RELATED ORGANIZATION, DOES COMPENSATE THE OFFICERS AND DIRECTORS AND HAS A FORMAL COMPENSATION REVIEW POLICY. FORM 990, PART VI, SECTION C, LINE 18 ALL DOCUMENTS ARE POSTED TO A LINK ON THE WEBSITE FOR REPORTING TRANSPARENCY. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE POSTED TO A LINK ON THE WEBSITE FOR REPORTING TRANSPARENCY. HTTPS://WWW.CSUB.EDU/FOUNDATION/REPORTING-TRANSPARENCY.SHTML FORM 990, PART XI, LINE 9: CHANGE IN POST-EMPLOYMENT BENEFITS OTHER THAN PENSIONS -191,466. PRIOR YEAR CONTRIBUTION RETURNED TO DONOR -1,500,000. PRIOR YEAR CONTRIBUTION TRANSFERED BACK TO FOUNDATION 1,326,423. CALIFORNIA STATE UNIVERSITY BAKERSFIELD 9001 STOCKDALE HIGHWAY BAKERSFIELD CA 93311 770314545 HIGHER EDUCATION CA 115 N/A 0 CSU BAKERSFIELD STUDENT-CENTERED ENTERPRISES 9001 STOCKDALE HIGHWAY BAKERSFIELD CA 93311 770375841 STUDENT SERVICES CA 501(C)(3) LINE 11 N/A 0 ASSOCIATED STUDENTS CALIFORNIA STATE UNIVERSITY BAKERSFIELD 9001 STOCKDALE HIGHWAY BAKERSFIELD CA 93311 770293800 STUDENT CAMPUS ACTIVITIES CA 501(C)(3) LINE 11 N/A 0 CSU BAKERSFIELD AUXILIARY FOR SPONSORED PROGRAMS ADMINISTRATION 9001 STOCKDALE HIGHWAY BAKERSFIELD CA 93311 320291662 UNIVERSITY GRANTS AND RESEARCH SERVICES CA 501(C)(3) LINE 5 N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 CALIFORNIA STATE UNIVERSITY BAKERSFIELD B 2042775 FMV CALIFORNIA STATE UNIVERSITY BAKERSFIELD O 1014830 FMV CALIFORNIA STATE UNIVERSITY BAKERSFIELD Q 1455019 FMV CALIFORNIA STATE UNIVERSITY BAKERSFIELD P 1296246 FMV