2024-05-13T16:40:55-05:00 2023-06-30 953001179 WINDES INC PO BOX 87 LONG BEACH CA 908010087 990 2022-07-01 330038884 CAL STATE UNIVERSITY FULLERTON ALUMNI ASSOCIATION CALS 6572788434 800 N STATE COLLEGE BLVD GAH-100 FULLERTON CA 92834 WILLIAM COLE DIRECTOR 6572788434 2024-04-30 1 WILLIAM COLE 999009999 1 DONITA JOSEPH P00286656 5624351191 2024-04-30 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z KATHIE HODGE 800 N STATE COLLEGE BLVD GAH-100 FULLERTON CA 92834 307284 0 X HTTP://FOUNDATION.FULLERTON.EDU/ALUMNI/ X 1983 CA TO BUILD LIFELONG ALUMNI RELATIONSHIPS & FURTHER THE INTERESTS OF CAL STATE UNIV., FULLERTON. 25 23 0 22 0 0 230128 197777 37871 91386 0 0 91350 18121 359349 307284 23000 29800 0 0 27692 49124 0 0 0 130852 141299 181544 220223 177805 87061 1910938 1942749 0 0 1910938 1942749 TO BUILD LIFELONG ALUMNI RELATIONSHIPS BY CONTRIBUTING TO A POSITIVE CSUF IMAGE, PROMOTING UNIVERSITY AND ALUMNI ACCOMPLISHMENTS, PROVIDING A NETWORK OF OPPORTUNITIES TO ALUMNI INTERACTION, AND DEVELOPING ECONOMIC AND SOCIAL BENEFITS FOR OUR GRADUATES. 0 0 190423 91386 UNIVERSITY SUPPORT & ALUMNI NETWORKING: TO FURTHER ALUMNI PARTICIPATION IN THE UNIVERSITY AND PROVIDE INFORMATION THROUGH CALENDARS, BROCHURES, AND NETWORKING FUNCTIONS FOR THE INTERACTION OF ALUMNI WITH OTHER ALUMNI AND THE UNIVERSITY. 29800 29800 SCHOLARSHIPS/AWARDS: GRANTS MADE TO OTHER CSUF ORGANIZATIONS THAT PROVIDE SCHOLARSHIPS TO STUDENTS. 220223 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 25 23 0 0 0 0 0 1 1 1 1 0 1 1 1 1 1 1 1 1 0 0 0 CA X X JASON ONO 6572782786 2600 E NUTWOOD AVENUE SUITE 850 FULLERTON CA 92831 KATHIE HODGE PRESIDENT 4.00 X X 0 0 0 NICHOLAS CABEZA PRESIDENT - ELECT 2.00 X X 0 0 0 ANTONIA CASTRO-GRAHAM ADVOCACY & PHILANTHROPY 2.00 X X 0 0 0 VINCE FABRIZIO FINANCE 2.00 X X 0 0 0 CHRISTINE HERNANDEZ STUDENT ALUMNI ENGAGEMENT 2.00 X X 0 0 0 LIZBETH MARTINEZ COMMUNICATIONS & MARKETING 2.00 X X 0 0 0 VERNE WAGNER CSU ALUMINI COUNCIL LIASION 2.00 X 0 0 0 GREGORY SAKS DIRECTOR 1.00 59.00 X 0 270759 106534 DARREN JONES DIRECTOR 1.00 1.00 X 0 0 0 SATOKO KAKIHARA FACULTY REPRESENTATIVE 1.00 49.00 X 0 91865 41148 STEVE JACQUES DIRECTOR 1.00 X 0 0 0 MARY CHAMMAS DIRECTOR 1.00 X 0 0 0 CHRISTOPHER LAMBERTH DIRECTOR 1.00 X 0 0 0 AMIT SHARMA DIRECTOR 1.00 X 0 0 0 EDITH MARCEL DIRECTOR 1.00 X 0 0 0 NICK JONES-LIANG DIRECTOR 1.00 X 0 0 0 LINDA VAZQUEZ DIRECTOR 1.00 X 0 0 0 WILLIAM COLE DIRECTOR 40.00 X 0 127512 56403 VANESSA PINZON DIRECTOR 1.00 X 0 0 0 RICARDO LOPEZ DIRECTOR 1.00 X 0 0 0 GREGORY WASHINGTON DIRECTOR 1.00 X 0 0 0 KATHY YOU DIRECTOR 1.00 X 0 0 0 SARAH MCDOWELL STANDING REPRESENTATIVE 1.00 X 0 0 0 KEVIN BUI DIRECTOR 1.00 X 0 0 0 BOB CRELLIN DIRECTOR 1.00 X 0 0 0 0 490136 204085 0 0 1 0 0 162340 35437 197777 UNIVERSITY SUPPORT 900099 91386 91386 91386 18121 18121 307284 91386 0 18121 29800 29800 31415 31415 17709 17709 7000 7000 5994 5994 6235 6235 835 835 5153 5153 OTHER DIRECT COSTS 56096 56096 PROGRAM COSTS 33058 33058 PUBLIC RELATIONS 16209 16209 EQUIPMENT RENTAL 10719 10719 220223 220223 0 0 731437 689896 49 1179452 1252853 1910938 1942749 0 0 X 1910938 1942749 1910938 1942749 1910938 1942749 X 87061 81306 -136556 X 0 1 X 1 0 X 332207 156267 184573 230128 197777 1100952 332207 156267 184573 230128 197777 1100952 1100952 87855 90980 197911 91350 18121 486217 1587169 292816 0.69370 X 0.73000 0.26520 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 POOLED ENDOWMENT FUND 1252853 F 1252853 X PART X, LINE 2: FIN 48: THE ASSOCIATION IS EXEMPT FROM FEDERAL AND CALIFORNIA STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND 23701(D) OF THE REVENUE AND TAXATION CODE, RESPECTIVELY. IN ADDITION, THE ASSOCIATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE TO BE A PUBLIC CHARITY. THE ASSOCIATION RECOGNIZES THE FINANCIAL STATEMENT BENEFIT OF TAX POSITIONS, SUCH AS ITS FILING STATUS AS TAX-EXEMPT, ONLY AFTER DETERMINING THAT THE RELEVANT TAX AUTHORITY WOULD MORE LIKELY THAN NOT SUSTAIN THE POSITION FOLLOWING AN AUDIT. THE ASSOCIATION IS SUBJECT TO POTENTIAL INCOME TAX AUDITS ON OPEN TAX YEARS BY ANY TAXING JURISDICTION IN WHICH IT OPERATES. THE STATUTE OF LIMITATIONS FOR FEDERAL PURPOSES IS THREE YEARS AND FOR STATE PURPOSES IS GENERALLY FOUR YEARS. 1 CALIFORNIA STATE UNIVERSITY FULLERTON 1121 N STATE COLLEGE BLVD FULLERTON CA 92831 330632102 501(C)(3) 29800 0 AMOUNT GRANTED GOES TOWARDS SCHOLARSHIPS THAT ARE AWARDED TO STUDENTS OF CAL STATE FULLERTON 1 PART I, LINE 2: GRANT RECIPIENTS ARE RELATED ENTITIES WHERE THERE IS COMMON CONTROL AND OVERSIGHT. A SELECTION COMMITTEE REVIEWS AND RECOMMENDS THE AWARD OF SCHOLARSHIPS TO THE STUDENTS AFTER THE SOLICITATION OF APPLICATIONS FROM THE STUDENTS OF THE UNIVERSITY. GRANTS ARE THEN USED BY THE RECIPIENTS TO PROVIDE SCHOLARSHIPS TO CSUF STUDENTS. SCHOLARSHIPS CANDIDATES ARE EVALUATED ON MERIT, PARTICIPATION IN ACTIVITIES AT CSUF OR IN THE COMMUNITY (INCLUDING WORK), A GRADE POINT AVERAGE MEETING A MINIMUM OF 3.0, AND MUST HAVE COMPLETED A MINIMUM OF 24 UNITS DURING PREVIOUS SEMESTERS AT CSUF. DISBURSEMENTS OF THESE FUNDS ARE HANDLED THROUGH THE UNIVERSITY'S OFFICE OF FINANCIAL AID, WHICH IS CHARGED WITH THE RESPONSIBILITY OF MONITORING THE APPROPRIATE USE OF THE FUNDS FOR EDUCATIONAL PURPOSES. 0 0 0 0 0 0 0 0 0 GREGORY SAKS DIRECTOR 0 262759 0 8000 0 0 0 83827 0 22707 0 377293 0 0 WILLIAM COLE DIRECTOR 0 127512 0 0 0 0 0 40804 0 15599 0 183915 0 0 PART I: NO COMPENSATION PROCEDURES ARE UNDERTAKEN BY CSUF ALUMNI ASSOCIATION BECAUSE ALUMNI ASSOCIATION DOES NOT PAY ANY SALARIES OF THE INSIDERS INSIDERS FOR THE SERVICES THEY PROVIDE IN THEIR POSITIONS WITHIN THE FULLERTON ESTABLISHES THE PROCEDURES USED TO DETERMINE THEIR RESULT OF COMPENSATION SURVEYS AND STUDIES CONDUCTED UNDER THE AUSPICES REPORTED. CALIFORNIA STATE UNIVERSITY, FULLERTON COMPENSATES ALL UNIVERSITY. THE BOARD OF TRUSTEES FOR THE CALIFORNIA STATE UNIVERSITY, COMPENSATION. THE EXECUTIVE DIRECTOR'S COMPENSATION IS BASED ON THE OF THE CSU VICE CHANCELLOR FOR HUMAN RESOURCES. FORM 990, PART VI, SECTION A, LINE 7A DESCRIBE THE ORGANIZATIONS MEMBERS, STOCKHOLDERS, OR OTHER PERSONS WHO HAD THE POWER TO ELECT OR APPOINT ONE OR MORE MEMBERS OF THE GOVERNING BODY. THE BOARD SHALL HAVE VOTING EX-OFFICIO MEMBERS THAT INCLUDE: 1. FACULTY REPRESENTATIVE APPOINTED BY THE UNIVERSITY'S ACADEMIC SENATE, 2. PRESIDENT OF THE ASSOCIATED STUDENTS, CSUF, INC. OR DESIGNEE, 3. UNIVERSITY PRESIDENT OR DESIGNEE. FORM 990, PART VI, SECTION A, LINE 7B DESCRIBE ANY GOVERNANCE DECISIONS OF THE ORGANIZATION THAT ARE SUBJECT TO APPROVAL BY MEMBERS, STOCKHOLDERS, OR OTHER PERSONS OTHER THAN THE GOVERNING BODY. ALL FUNDRAISING PROGRAMS SHALL BE APPROVED BY THE VICE PRESIDENT OF UNIVERSITY ADVANCEMENT. CONTRACTS MUST BE VETTED BY THE UNIVERSITY CONTRACTS & PROCUREMENT OFFICE OR THE CHANCELLOR'S OFFICE BUT MUST BE SIGNED BY THE EXECUTIVE DIRECTOR OF THE ASSOCIATION. ANY CONTRACT THAT EXCEEDS $5,000 MUST BE JOINTLY SIGNED BY THE EXECUTIVE DIRECTOR OF THE ASSOCIATION AND THE PRESIDENT OF THE ASSOCIATION OR A DESIGNEE. FORM 990, PART VI, SECTION B, LINE 11B DESCRIBE THE PROCESS THE ORGANIZATION USES TO REVIEW FORM 990. MEMBERS OF THE FINANCE AND EXECUTIVE COMMITTEE REVIEW THE TAX RETURN IN DRAFT FORM. THE BOARD OF DIRECTORS REVIEWS THE TAX RETURN IN FINAL FORM. FORM 990, PART VI, SECTION B, LINE 12C DESCRIBE HOW THE ORGANIZATION MONITORS AND ENFORCES COMPLIANCE WITH ITS CONFLICT OF INTEREST POLICY. ANNUAL COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY IS DOCUMENTED THROUGH COMPLETION OF A CONFLICT OF INTEREST DISCLOSURE FORM WHICH IS SIGNED BY ALL MEMBERS OF THE BOARD OF DIRECTORS. NO MEMBER OF THE BOARD OF DIRECTORS SHALL BE FINANCIALLY INTERESTED IN ANY CONTRACT OR OTHER TRANSACTION ENTERED INTO BY THE BOARD OF DIRECTORS THAT IS NOT IN ACCORDANCE WITH THE CONFLICT OF INTEREST PROVISIONS SET FORTH IN EDUCATION CODE SECTIONS 89906-89909. FORM 990, PART VI, SECTION C, LINE 19 DESCRIBE HOW THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. THE FOLLOWING ORGANIZATIONAL DOCUMENTS OF THE CALIFORNIA STATE UNIVERSITY, FULLERTON ALUMNI ASSOCIATION ARE AVAILABLE UPON REQUEST IN THE ALUMNI RELATIONS OFFICE: DETERMINATION LETTER, FORM 1023, FORM 990, GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS. FORM 990, PART XI, LINE 9: TRANSFER CAMPUS PROGRAMS FROM ALUMNI -336,792. TRANSFER TO ALUMNI 205,993. RECLASSIFICATION OF NET ASSETS TO PHILANTHROPIC FOUNDATION -5,757. FORM 990, PART V, LINES 1A AND 1B: CAL STATE UNIVERSITY, FULLERTON ALUMNI ASSOCIATION CONTRACTS AND COMPENSATES ALL INDEPENDENT CONTRACTORS HIRED. HOWEVER, 1099S ARE FILED BY THE CAL STATE FULLERTON PHILANTHROPIC FOUNDATION ON BEHALF OF THE ALUMNI ASSOCIATION, THEREFORE ALUMNI ASSOCIATION HAS REPORTED ZERO 1099S FILED FOR 2022. FORM 990, PART VI, LINE 15: NO COMPENSATION PROCEDURES ARE UNDERTAKEN BY CSUF ALUMNI ASSOCIATION BECAUSE THE ASSOCIATION DOES NOT PAY ANY SALARIES TO THE INSIDERS. CALIFORNIA STATE UNIVERSITY, FULLERTON COMPENSATES ALL INSIDERS FOR THE SERVICES THEY PROVIDE IN THEIR POSITIONS WITHIN THE UNIVERSITY. THE BOARD OF TRUSTEES FOR THE CALIFORNIA STATE UNIVERSITY, ESTABLISHES THE PROCEDURES USED TO DETERMINE THEIR COMPENSATION. THE EXECUTIVE DIRECTOR'S COMPENSATION IS BASED ON THE RESULT OF COMPENSATION SURVEYS AND STUDIES CONDUCTED UNDER THE AUSPICES OF THE CSU VICE CHANCELLOR FOR HUMAN RESOURCES. CALIFORNIA STATE UNIVERSITY FULLERTON 800 N STATE COLLEGE BLVD FULLERTON CA 92831 330632102 EDUCATIONAL INSTITUTION CA 501(C)(3) LINE 6 N/A 0 CAL STATE FULLERTON PHILANTHROPIC FOUNDATION 2600 E NUTWOOD SUITE 850 FULLERTON CA 92831 330567945 SUPPORT CSUF CA 501(C)(3) LINE 7 N/A 0 CAL STATE UNIVERSITY FULLERTON AUXILIARY SERVICE CORP 1121 NORTH STATE COLLEGE BLVD FULLERTON CA 92831 952081258 SUPPORT CSUF CA 501(C)(3) LINE 12B, II N/A 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0