Nonprofit · EIN 45-2255077
CSUSB PHILANTHROPIC FOUNDATION
Tax-exempt · SN BERNRDNO, CA 92407
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $12,802,344 | $6,401,719 | $6,400,625 | $89,177,520 | $2,232,571 | $86,944,949 |
| June 30, 2024 | 990 | $9,669,482 | $6,596,671 | $3,072,811 | $78,582,049 | $2,950,351 | $75,631,698 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $10,623,511
- Program service revenue
- $0
- Investment income
- $2,171,633
- Net gain from sales of assets
- -$604,390
- Net income from fundraising events
- -$2,213
- Other revenue
- $7,200
Expenses
- Grants and similar amounts paid
- $3,306,834
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $8,047
- Accounting fees
- $46,850
- Occupancy
- $1,224
- Travel
- $220,106
- Program services (functional)
- $5,947,564
- Management and general (functional)
- $454,155
Balance sheet and other
- Total assets, start of year
- $78,582,049
- Total assets, end of year
- $89,177,520
- Total liabilities, end of year
- $2,232,571
- Net assets, end of year
- $86,944,949
- Publicly traded securities
- $57,553,040
- Net assets without donor restrictions
- $392,971
- Net assets with donor restrictions
- $86,551,978
- Gross receipts
- $19,943,357
- Employees
- 0
- Volunteers
- 31
- Year formed
- 2011
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TOMAS D MORALES | BOARD PRESIDENT (CSUSB PRESIDENT) Trustee or director, Officer | 1 | $0 | $527,834 | $29,181 |
| DR RAFIK MOHAMED | DIRECTOR (PROVOST & VP OF ACADEMIC AFFAFAIRS) Trustee or director | 1 | $0 | $347,680 | $30,977 |
| SAMUEL SUDHAKAR | TREASURER/ASSISTANT SECRETARY Trustee or director, Officer | 1 | $0 | $320,300 | $28,922 |
| ROBERT J NAVA | EXECUTIVE DIRECTOR (CSUSB VP OF ADVA Trustee or director, Officer | 1 | $0 | $291,503 | $32,665 |
| PAZ OLIVEREZ | VICE PRESIDENT, STUDENT AFFAIRS Trustee or director, Officer | 1 | $0 | $277,172 | $11,344 |
| ROBIN PHILLIPS | VICE PRESIDENT, HUMAN RESOURCES Trustee or director, Officer | 1 | $0 | $267,614 | $14,799 |
| MONICA ALEJANDRE | SECRETARY Trustee or director, Officer | 1 | $0 | $148,810 | $76,718 |
| DOROTHY CHEN-MAYNARD | DIRECTOR Trustee or director | 1 | $0 | $154,002 | $1,210 |
| BECKY SUMBERA | DIRECTOR Trustee or director | 1 | $0 | $109,545 | $29,337 |
| DAVID DUFAULT-HUNTER | VICE PRESIDENT, STRATEGIC ENROLLMENT Trustee or director, Officer | 1 | $0 | $59,490 | $9,173 |
| WILLIAM M STEVENSON | DIRECTOR Trustee or director | 1 | $0 | $42,648 | $24,335 |
| DIEGO RENDON | DIRECTOR Trustee or director | 1 | $0 | $16,964 | $0 |
| DEBBIE BROWN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LAUREN BRUGGEMANS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JERROLD COAKLEY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
18 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARSON FAJARDO | DIRECTOR Trustee or director | 1 | $0 |
| GRACE GARNER | DIRECTOR Trustee or director | 1 | $0 |
| NATALIA HALE | DIRECTOR Trustee or director | 1 | $0 |
| RODERICK HENDRY | DIRECTOR Trustee or director | 1 | $0 |
| COLE R JACKSON | DIRECTOR Trustee or director | 1 | $0 |
| NEFERTITI LONG | DIRECTOR Trustee or director | 1 | $0 |
| HEIDI MARSHALL | DIRECTOR Trustee or director | 1 | $0 |
| GARY MCBRIDE | DIRECTOR Trustee or director | 1 | $0 |
| MATTHEW MENA | DIRECTOR Trustee or director | 1 | $0 |
| MUSTAFA MILBIS | DIRECTOR Trustee or director | 1 | $0 |
| LOUIS G MONVILLE III | DIRECTOR Trustee or director | 1 | $0 |
| KEVIN MORNINGSTAR | DIRECTOR Trustee or director | 1 | $0 |
| MANISH PATEL | DIRECTOR Trustee or director | 1 | $0 |
| SHANTHI SRINIVAS | DIRECTOR Trustee or director | 1 | $0 |
| ELISE K TRAYNUM | DIRECTOR Trustee or director | 1 | $0 |
| STEVE VIVIAN | DIRECTOR Trustee or director | 1 | $0 |
| KIANA WEBB LEFT 122025 | DIRECTOR Trustee or director | 1 | $0 |
| ELLEN G WEISSER | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 28 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TOMAS D MORALES | BOARD PRESIDENT (CSUSB PRESIDENT) Trustee or director, Officer | 1 | $0 | $520,947 | $127,575 |
| DR RAFIK MOHAMED | DIRECTOR (CSUSB VP OF ACADEMIC AFFAIRS) Trustee or director | 1 | $0 | $331,155 | $68,558 |
| ROBERT J NAVA | EXECUTIVE DIRECTOR (CSUSB VP OF ADVANCEMENT) Trustee or director, Officer | 1 | $0 | $277,700 | $109,138 |
| SAMUEL SUDHAKAR | ASST. SEC AND TREASURER (CSUSB VP OF FINANCE) Trustee or director, Officer | 1 | $0 | $299,993 | $74,567 |
| PAZ OLIVEREZ | DIRECTOR (CSUSB VP OF STUDENT AFFAIRS) Trustee or director, Officer | 1 | $0 | $254,720 | $92,758 |
| ROBIN PHILLIPS | DIRECTOR (CSUSB VP OF HUMAN RESOURCES) Trustee or director | 1 | $0 | $243,915 | $57,568 |
| MONICA ALEJANDRE | SECRETARY (CSUSB ASSOCIATE VP OF ADVANCEMENT) Trustee or director, Officer | 1 | $0 | $180,340 | $55,808 |
| DOROTHY CHEN-MAYNARD | DIRECTOR (CSUSB FACULTY REP.) Trustee or director | 1 | $0 | $52,394 | $52,107 |
| WILLIAM M STEVENSON | CHAIR Trustee or director, Officer | 1 | $0 | $51,462 | $35,903 |
| ELLEN G WEISSER | IMMEDIATE PAST CHAIR Trustee or director | 1 | $0 | $0 | $0 |
| DEBBIE BROWN | DIRECTOR (CSUSB FACULTY REP.) Trustee or director | 1 | $0 | $0 | $0 |
| GRACE GARNER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RODERICK HENDRY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| COLE R JACKSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| NEFERTITI LONG | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| GARY MCBRIDE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MUSTAFA MILBIS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LOUIS G MONVILLE III | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MANISH PATEL | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RHEANNA RODRIGUEZ | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KAREN I SUAREZ | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ELISE K TRAYNUM | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SHANTHI SRINIVAS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JERROLD COAKLEY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KIANA WEBB | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BECKY SUMBERA | DIRECTOR (CSUSB FACULTY REP.) Trustee or director | 1 | $0 | $0 | $0 |
| CARSON FAJARDO | DIRECTOR (STUDENT REPRESENTATIVE) Trustee or director | 1 | $0 | $0 | $0 |
| JULIA RUIZ | DIRECTOR (STUDENT REPRESENTATIVE) Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 5500 UNIVERSITY PKWY, SN BERNRDNO, CA 92407-2318
- In care of
- % LARRY SHARP
- Principal officer (990 for 2024)
- RAYMOND W WATTS, 5500 UNIVERSITY PARKWAY, SAN BERNADINO, CA 92407
- Signed the 990
- RAYMOND W WATTS, EXECUTIVE DIRECTOR
- Phone
- (909) 537-5918
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
THE CSUSB PHILANTHROPIC FOUNDATION IS A NON-PROFIT CORPORATION THAT RAISES AND MANAGES GIFTS FROM INDIVIDUALS, FOUNDATIONS AND CORPORATIONS FOR THE BENEFIT OF CSUSB. THE FOUNDATION IS COMPRISED OF BUSINESS AND CIVIC LEADERS WHO CARE ABOUT CSUSB AND WHO ADVANCE ITS MISSION BY SEEKING AND SECURING PRIVATE SUPPORT FOR ALL ITS PROGRAMS. OVERSEEN BY THE BOARD OF DIRECTORS AND STAFFED BY A TEAM OF ADVANCEMENT PROFESSIONALS WHO ARE UNIVERSITY EMPLOYEES, THE FOUNDATION ADMINISTERS AND RECORDS ALL GIFTS IN ACCORDANCE WITH DONORS' WISHES.
Program accomplishments
- OTHER ACTIVITIES - DESIGNATED GIFT ADMINISTRATION.Expenses $2,640,730
- SCHOLARSHIPS - COORDINATE SCHOLARSHIP DONATIONS WITH THE STUDENT AWARDED SCHOLARSHIPS.Expenses $3,306,834 · grants $3,306,834
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 45-2255077
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Organization supporting a government college or university
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2011
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $89,177,520
- Income (IRS master file)
- $19,943,357
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | – | – | – | IRS |
| 990 | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $4,913,987 | $5,099,645 | $72,317,545 | IRS |
| 990 | June 2022 | $12,858,472 | $5,166,384 | $67,987,629 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about CSUSB PHILANTHROPIC FOUNDATION
- What is the EIN of CSUSB PHILANTHROPIC FOUNDATION?
- The employer identification number (EIN) of CSUSB PHILANTHROPIC FOUNDATION is 45-2255077.
- Is CSUSB PHILANTHROPIC FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to CSUSB PHILANTHROPIC FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CSUSB PHILANTHROPIC FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CSUSB PHILANTHROPIC FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CSUSB PHILANTHROPIC FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of CSUSB PHILANTHROPIC FOUNDATION?
- The 990 for the year ended June 30, 2025 names RAYMOND W WATTS.
- Who are the officers and directors of CSUSB PHILANTHROPIC FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 33 people; 0 received compensation from the organization.
- How much revenue does CSUSB PHILANTHROPIC FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $12,802,344, expenses of $6,401,719 and total assets of $89,177,520 at year end.
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