2025-07-28T18:12:58-05:00 2023-06-30 410746749 CLIFTONLARSONALLEN LLP 121 SOUTH TEJON STREET SUITE 1100 COLORADO SPRINGS CO 80903 990 2022-07-01 452163910 CSULB 49ER FOUNDATION CSUL 5629855778 6300 E STATE UNIVERSITY DR 332 LONG BEACH CA 90815 SCOTT APEL CFO & TREASURER 5629855778 2025-07-25 1 0 SARAH HINTZ P00492291 7196350330 2025-07-25 2022 2025-03-06 01:10:19Z X SCOTT APEL 6300 E STATE UNIVERSITY DR 332 LONG BEACH CA 90815 102345467 0 X WWW.CSULB.EDU/49ER-FOUNDATION X 2010 CA THE MISSION OF THE CSULB 49ER FOUNDATION IS TO ACTIVELY PROMOTE PHILANTHROPY AND MANAGE DONATED RESOURCES FOR THE ADVANCEMENT OF CSULB. THE FOUNDATION SERVES AS THE PHILANTHROPIC ORGANIZATION FOR THE UNIVERSITY, RECEIVING, INVESTING, MANAGING AND DISBURSING CHARITABLE GIFTS IN SUPPORT OF STUDENTS, FACULTY AND PROGRAMS AS DESIGNATED BY OUR DONORS. 24 18 0 24 0 0 28720286 15815990 0 0 7556019 7095243 902966 687137 37179271 23598370 4558878 4236718 0 0 3072652 2932059 0 0 1367121 14281267 11346045 21912797 18514822 15266474 5083548 155578430 165565983 2181800 3080589 153396630 162485394 X THE CSULB 49ER FOUNDATION SEEKS, SECURES AND MANAGES PRIVATE SUPPORT FOR CALIFORNIA STATE UNIVERSITY, LONG BEACH. AS THE PHILANTHROPIC FOUNDATION FOR THE UNIVERSITY, ALL DONATIONS IN SUPPORT OF OUR STUDENTS, FACULTY, PROGRAMS AND COLLEGES ARE PROCESSED THROUGH THE FOUNDATION AND MADE AVAILABLE FOR THE PURPOSES OUR DONORS SPECIFY. THESE FUNDS ARE USED TO SUPPORT CSULB STUDENT SCHOLARSHIPS, CLASSROOM EXPERIENCES, FACULTY AND PROGRAMS AS WELL AS FACILITY ENHANCEMENTS. THE FOUNDATION WILL CONTINUE TO SEEK FUNDS TO SUPPORT CSULB STUDENT SCHOLARSHIPS AND PROGRAMMATIC FUNDS, AS WELL AS COMPLETE CAPITAL PROJECTS LIKE THE ALUMNI AND VISITORS CENTER AND OTHER HIGH PRIORITY PROJECTS IN THE YEAR AHEAD. 0 0 6222971 PROVIDE FINANCIAL SUPPORT TO THE FACULTY AND PROGRAMS OF THE UNIVERSITY AS PER DONORS' SPECIFIC INSTRUCTIONS.SPENDING OCCURRED IN THE FOLLOWING AREAS:-SUPPORT FOR ACADEMIC DEPARTMENTS, CHAIRS, AND PROGRAMS -$4,470,865-SUPPORT FOR STUDENT PROGRAMS AND DEPARTMENTAL ACTIVITIES -$1,434,513-SUPPORT FOR COMMUNITY SERVICE ACTIVITIES -$201,179-SUPPORT FOR OTHER INSTITUTIONAL ACTIVITIES - $116,414 5118288 SUPPORT FOR CAMPUS CAPITAL PROJECTS AND BUILDING MAINTENANCE FOR THE NEW KLEEFLED ART MUSEUM, THE NEW ALUMNI CENTER, DONATO CENTER, AND THE BLAIR FIELD IMPROVEMENT AS PER DONORS' SPECIFIC INSTRUCTIONS. 4236718 4236718 PROVIDE FINANCIAL SUPPORT TO STUDENTS IN THE FORM OF SCHOLARSHIPS. DURING THE REPORTING PERIOD, A TOTAL OF 1,940 STUDENTS RECEIVED SCHOLARSHIPS. 15577977 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 0 1 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 24 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X SCOTT APEL 5629855778 6300 E STATE UNIVERSITY DR STE 332 LONG BEACH CA 90815 JANE CLOSE CONOLEY DIRECTOR (CSULB PRESIDENT) 1.00 40.00 X 0 519629 129073 SCOTT APEL TREASURER (CSULB VP ADMIN 1.00 40.00 X X 0 270433 114449 KEVIN CROWE COO (CSULB AVP DEVELOPMENT 1.00 40.00 X X 0 204817 90359 CHRISTOPHER REESE SECRETARY (CSULB AVP UNIV 1.00 40.00 X X 0 196142 92083 JEFFREY D COOK INTERIM CEO 1.00 40.00 X X 0 173253 67573 DAN MONTOYA VP UNIVERSITY RELATIONS 1.00 40.00 X 0 40100 16261 JIM NORMANDIN CHAIR, DEVELOPMENT 1.00 0.00 X 0 0 0 GARY VAN ARNAM BOARD CHAIR 1.00 0.00 X X 0 0 0 KATHLEEN HANSEN CHAIR, FINANCE AND INVESTM 1.00 0.00 X 0 0 0 MARILYN BOHL DIRECTOR 1.00 0.00 X 0 0 0 PATRICK GOGGIN CHAIR, AUDIT 1.00 0.00 X 0 0 0 LINDA HALEY DIRECTOR 1.00 0.00 X 0 0 0 WILLAM HANSEN DIRECTOR 1.00 0.00 X 0 0 0 SAID S HILAL DIRECTOR 1.00 0.00 X 0 0 0 ANNETTE KASHIWABARA DIRECTOR 1.00 0.00 X 0 0 0 SAMUEL KEESAL DIRECTOR 1.00 0.00 X 0 0 0 KEN MILLER DIRECTOR 1.00 0.00 X 0 0 0 ROBERT SCHACK DIRECTOR 1.00 0.00 X 0 0 0 ROBERT SUMMERS DIRECTOR 1.00 0.00 X 0 0 0 DONNY LOPICCOLO DIRECTOR 1.00 0.00 X 0 0 0 LEA GERBER DIRECTOR 1.00 0.00 X 0 0 0 L NELSON FARRIS DIRECTOR 1.00 0.00 X 0 0 0 THOMAS PHELPS IV DIRECTOR 1.00 0.00 X 0 0 0 GIZELLE VERDUZCO STUDENT ELECT 1.00 0.00 X 0 0 0 MICHELLE CESCA CEO 2.00 40.00 X 0 80108 8421 0 1484482 518219 0 0 1 0 0 69391 15746599 421062 15815990 3004560 3004560 56974 56974 10240 0 10240 10240 10240 82698355 78607672 4090683 4090683 4090683 177677 69391 139425 38252 38252 ADMINSTRATIVE FEE REVENUE 561000 441045 441045 ATHLETICS REVENUE 900099 136726 136726 SUPPORT REVENUE 561499 3900 3900 581671 23598370 591911 0 7190469 4236718 4236718 2247025 2077027 169998 108717 90788 17929 576317 490188 86129 103122 103122 114560 114560 33682 33682 407769 407769 518455 170086 348369 114666 114666 1331834 1068004 160252 103578 206050 185379 20671 122737 95237 27500 757098 743786 13312 46280 36007 10273 40755 40755 CAMPUS CAPTIAL PROJECTS 5118288 5118288 FUNDRAISING EXPENSE 1141130 1141130 HOSPITALITY 629704 507291 122413 FURNITURE & EQUIPMENT 394702 394702 265213 249810 15403 18514822 15577977 1569724 1367121 3646065 3757412 6986828 5637885 39119 77080 18770 252495 144887648 155841111 155578430 165565983 140215 129220 16869 17084 2024716 2934285 2181800 3080589 X 13488025 15784172 139908605 146701222 153396630 162485394 155578430 165565983 5083548 4005216 0 X X 0 1 X 1 0 X 16089183 21607570 14889381 28720286 15807557 97113977 16089183 21607570 14889381 28720286 15807557 97113977 20703293 76410684 2417764 3240184 2684889 2941194 3061534 14345565 111459542 8974019 0.68550 0.70960 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 108177617 4174331 8494384 4203791 593720 655217 115393604 109666865 16906805 -14354367 1726429 1733383 581874 108177617 85609002 5703499 22299091 1839898 1678334 426495 109666865 79351657 7993229 2293628 1982785 1300693 746034 85609002 77174528 2242929 4099015 1541235 1536315 1087265 79351657 0.02250 0.91620 0.06130 0 0 0 DUE TO CSULB OR CSULB RESEARCH FOUNDATION 2934285 2934285 X 27157565 4005216 -38252 3966964 23190601 407769 407769 23598370 18068801 -38252 -38252 18107053 407769 407769 18514822 PART X, LINE 2: THE 49ER FOUNDATION IS TAX-EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3) FOR FEDERAL INCOME TAXES, AS WELL AS THE RELATED PROVISIONS FOR STATE INCOME TAX PURPOSES. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUDRAISING EXPENSES FROM FUNCTIONAL EXPENSES -38,252. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUDRAISING EXPENSES TO STATEMENT OF ACTIVITES -38,252. CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS N/A 23188550 0 0 0 0 0 0 23188550 0 23188550 1 0 0 0 0 0 PART I, LINE 3: THE FOUNDATION USES THE ACCRUAL METHOD OF ACCOUNTING TO ACCOUNT FOR THEIR INVESTMENT HOLDINGS. PART III ACCOUNTING METHOD: X X X 1 NELL&JOHN WOODEN ETHICS IN LEADER 111100 20125 90975 9000 21000 15000 4820 3RD ANNUAL CSULB BLACK ALUMNI 90793 38511 52282 15350 33923 6500 12480 3 45175 10755 34420 2622 2920 6807 500 8503 247068 69391 177677 2622 27270 61730 22000 25803 139425 38252 0 CSULB 1250 BELLFLOWER BLVD LONG BEACH CA 90812 931150363 4236718 0 TO SUPPORT SCHOLARSHIPS AND OTHER CHARITABLE ACTIVITIES PROVIDED BY PUBLIC UNIVERSITY CSULB. 1 0 0 0 0 0 0 0 0 0 JANE CLOSE CONOLEY DIRECTOR (CSULB PRESIDENT) 0 390556 0 0 0 129073 0 104946 0 24127 0 648702 0 0 SCOTT APEL TREASURER (CSULB VP ADMIN 0 152484 0 3500 0 114449 0 82675 0 31774 0 384882 0 0 KEVIN CROWE COO (CSULB AVP DEVELOPMENT 0 110959 0 3500 0 90358 0 62118 0 28241 0 295176 0 0 CHRISTOPHER REESE SECRETARY (CSULB AVP UNIV 0 100560 0 3500 0 92082 0 60308 0 31775 0 288225 0 0 JEFFREY D COOK INTERIM CEO 0 103054 0 2625 0 67574 0 52156 0 15417 0 240826 0 0 X 34 421062 FMV 0 0 1 0 FORM 990, ITEM B-AMENDED RETURN. THIS RETURN IS AMENDED TO REPORT PREVIOUSLY OMITTED SCHEDULE F AND FORMS 926. REASONABLE CAUSE STATEMENT AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE REVIEWS THE FORM 990 AT A SCHEDULED MEETING. PRIOR TO FILING, THE BOARD IS PROVIDED WITH A COMPLETE COPY OF THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER SHALL INITIALLY AND ANNUALLY THEREAFTER RECEIVE, REVIEW, COMPLETE, SIGN, AND RETURN A RELATED PARTY QUESTIONNAIRE AND CONFLICT OF INTEREST CERTIFICATION. THE ORGANIZATION ENCOURAGES THE PROMPT DISCLOSURE OF ANY SUCH CONFLICT, REAL OR PERCEIVED, TO THE CEO FOR REVIEW AND DETERMINATION. MONITORING IS PERFORMED REGULARLY BY THE 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. IN THE CASE OF THE CEO, DISCLOSURE SHALL BE MADE TO THE BOARD CHAIR FOR REVIEW AND DETERMINATION CONSISTENT WITH THIS POLICY STATEMENT. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990, FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, AND GOVERNING DOCUMENTS ARE POSTED TO THE ORGANIZATION'S WEBSITE. FORM 990, PART XII, LINE 2C: THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM PRIOR YEAR. FORM 990, PART IX, LINES 7-9 $2,932,059. THE AMOUNT NOTED HERE REPRESENTS PAYROLL CHARGES TRANSFERRED FROM THE UNIVERSITY AND THE RESEARCH FOUNDATION TO THE 49ER FOUNDATION FOR STAFF AND FACULTY TIME DIRECTLY RELATED TO THE 49ER FOUNDATION'S PROGRAM SERVICE AND MANAGEMENT ACTIVITIES. FORM 990, PART IX, LINE 24B $1,141,130. THIS AMOUNT REPRESENTS A REIMBURSEMENT BY THE 49ER FOUNDATION TO THE UNIVERSITY FOR FUND-RAISING EXPENSES DIRECTLY RELATED TO DONOR SOLICITATION. CALIFORNIA STATE UNIVERSITY LONG BEACH 1250 BELLFLOWER BLVD LONG BEACH CA 90802 931150363 PUBLIC UNIVERSITY CA 501(C)(3) N/A 0 CALIFORNIA STATE UNIVERSITY LONG BEACH RESEARCH FOUNDATION 6300 E STATE UNIVERSITY DR STE 332 LONG BEACH CA 90815 956106694 RESEARCH AND SPONSORED PROGRAMS CA 501(C)(3) LINE 7 N/A 0 FORTY-NINER SHOPS INC 6049 E 7TH ST LONG BEACH CA 90840 951782943 SUPPORT CSULB BY PROVIDING GOODS AND SERVICES CA 501(C)(3) 0 ASSOCIATED STUDENTS INC CALIFORNIA STATE UNIVERSITY LONG BEACH 1212 N BELLFLOWER BLVD LONG BEACH CA 90815 951810426 PROVIDES PROGRAMS, ESSENTIAL SERVICES AND CO-CURRICULAR EXPERIENCES TO CSULB CA 501(C)(3) 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 CALIFORNIA STATE UNIVERSITY LONG BEACH R 2192242 AMOUNT PAID CALIFORNIA STATE UNIVERSITY LONG BEACH Q 10233926 AMOUNT PAID CALIFORNIA STATE UNIVERSITY LONG BEACH S 215347 AMOUNT RECEIVED CALIFORNIA STATE UNIVERSITY LONG BEACH B 9115314 AMOUNT PAID CALIFORNIA STATE UNIVERSITY LONG BEACH B 216291 AMOUNT PAID CALIFORNIA STATE UNIVERSITY LONG BEACH RESEARCH FOUNDATION Q 809368 AMOUNT PAID