2011-02-11T17:56:46-06:00 2010-06-30 GREEN HASSON & JANKS LLP 10990 WILSHIRE BLVD 16th FLOOR LOS ANGELES CA 900243929 990 2009-07-01 956196006 California State University Northridge Foundation CALI 8186774657 18111 Nordhoff Street Northridge CA 91330 Geetha M Thomas 8186773025 2011-02-10 1 JOANNE J JUNG 3108731600 2009 2016-02-24 21:20:13Z geetha m thomas 18111 Nordhoff St Northridge CA 91330 23705265 0 X www.csun.edu/ua/foundation X 1995 CA SUPPORT AND enhance the vision, mission and values of california state university, northridge. 39 30 0 40 0 0 8716572 8468010 266246 195696 46599 2274278 441975 444144 9471392 11382128 1913338 13847756 0 0 0 21564 4652773 3424466 6566111 17272222 2905281 -5890094 105105888 82502079 966947 604399 104138941 81897680 to support and enhance the vision, mission and values of California State University, Northridge by raising, investing and managing private philanthropic gifts to benefit the University. 0 0 16699832 13847756 195696 California State University, Northridge Foundation (the Foundation) serves as an auxiliary organization to California State University, Northridge with a goal of furthering the purposes and objectives of the University. The Foundation's main function is to administer the receiving and disbursing of gifts, grants, contracts, bequests, and trusts from various donors to different departments of the University. The Foundation also assists the University in various activities, including accumulation and managing of life income, annuity and student scholarship funds and administering funds for various educational related functions, special programs and other activities. 16699832 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 1 168 0 0 0 0 0 0 0 1 1 0 0 0 0 0 39 30 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X X Geetha M Thomas 8186774657 18111 Nordhoff St Northridge CA 913308275 X MARLENE R BANE 1.00 X 0 0 0 vINCENT P BARABBA 1.00 X 0 0 0 SARA BAUER 1.00 X 0 0 0 JOHN W BRADLEY 1.00 X 0 0 0 rALPH A COURTNEY III 1.00 X 0 0 0 david w FLEMING 1.00 X 0 0 0 john R GOLISCH 1.00 X 0 0 0 david S Honda 1.00 X 0 0 0 Wayne-Kent Bradshaw 1.00 X 0 0 0 albert M LAPIDES 1.00 X 0 0 0 sanFORD PARIS 1.00 X 0 0 0 joy PICUS The Honorable 1.00 X 0 0 0 james H RING 1.00 X 0 0 0 rob ROUSSELET 1.00 X 0 0 0 dale A SUROWITZ 1.00 X 0 0 0 Milton G Valera 1.00 X 0 0 0 Wayne R Bailey 1.00 X 0 0 0 Harvey A Bookstein 1.00 X 0 0 0 bryan a green 1.00 X 0 0 0 William C Griffeth 1.00 X 0 0 0 Mark Lainer 1.00 X 0 0 0 George S Leis 1.00 X 0 0 0 Philip J Mundy Jr 1.00 X 0 0 0 Abel Pacheco 1.00 X 0 0 0 Varaz Shahmirian 1.00 X 0 0 0 Robert D Taylor 1.00 X 0 0 0 Tammy Tolgo 1.00 X 0 0 0 Marla Vasquez 1.00 X 0 0 0 harry Hellenbrand 1.00 X 0 217269 52240 thomas mccarron 1.00 X 0 207649 46405 Melanie S Williams 1.00 X 0 142992 46102 robert J RAWITCH 1.00 X 0 11131 161 todd R REINSTEIN 1.00 X 0 9000 131 JuDITH LANDY 10.00 X 0 49305 23637 Earl S Enzer 1.00 X X 0 0 0 PHILIP S MAGARAM 1.00 X X 0 0 0 JOLENE KOESTER 10.00 X X 0 295052 65476 Vance T Peterson 10.00 X X 0 208452 56723 GEETHA M THOMAS 10.00 X X 0 96076 35779 0 1236926 326654 0 0 1 0 Northern Trust 355 S Grand Ave Ste 2600 Los Angeles CA 90071 Investment Mgt 367746 1 87500 87630 25730 8267150 680899 8468010 Alumni PROGRAM INCOME 900099 195696 195696 195696 1908031 1908031 355063 355063 12600643 12234396 366247 366247 366247 88741 25730 88741 0 13895 13895 13895 OTHER INCOME 900099 75186 75186 75186 11382128 195696 0 2718422 13602194 13602194 245562 245562 2737 2737 22000 22000 367746 367746 1101419 1101419 294021 294021 94393 40531 53862 53831 53831 132601 132601 325054 325054 62078 62078 25705 25705 PROGRAM COSTS 736412 736412 EQUIPMENT EXPENSE 168207 168207 FUNDRAisING EXPENSES 21564 21564 16698 16698 17272222 16699832 550826 21564 240236 361609 10702923 2826822 11046925 7785258 36904 44745 828979 762342 128716 66637 55540372 65153259 3213640 3430193 24196172 2833556 105105888 82502079 185188 200097 391250 323750 390509 80552 966947 604399 X 1615010 3964835 49099095 41897191 53424836 36035654 104138941 81897680 105105888 82502079 X 0 1 1 X 0 X 11264840 16127461 13738513 8716572 8468010 58315396 11264840 16127461 13738513 8716572 8468010 58315396 3505133 54810263 1761669 2194309 2548977 2181159 2263094 10949208 37421 263 67005 69999 75186 249874 69514478 2443611 0.78850 0.74400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 38031584 2611732 4552254 46460131 41964730 4306786 -8273737 38031584 0.66000 0.34000 0 0 828979 762342 66637 66637 Amounts Payable to the University 5177 Amounts Payable to Other University Auxiliary Organization 75375 80552 11382128 17272222 -5890094 4894361 -21385956 140428 -16351167 -22241261 16137912 4894361 229169 5123530 11014382 367746 367746 11382128 16993217 88741 88741 16904476 367746 367746 17272222 Part V, Line 4: Description of Intended Use of Endowment Funds: Endowments are used for scholarships, academic and University support as specified by the donors. Part XI, Line 8 - Other Adjustments: CHANGE IN VALUE OF gIFT ANNUITIES RECEIVABLE: 95219. change in value of beneficial interest in charitable remainder trust: 45209. Part XII, Line 2d - Other Adjustments: Change in value of Beneficial Interest In Charitable Remainder TRust: 95219. change in value of gift annuities receivable: 45209. Golf Outing Expenses: 88741. Part XIII, Line 2d - Other Adjustments: Golf Outing Expenses: 88741. Part III, lines 1- 2 & Part XI, line 7: The Foundation owns collections which include rare Chinese artifacts which are in the custody of California State University, Northridges library. FASB ASC 958-360-25-3 states that a nonprofit organization that holds works of art, historical treasures, and similar items that meet the definition of a collection has the following three alternative policies for reporting that collection: (a) capitalization of all collection items, (b) capitalization of all collection items on a prospective basis (that is, all items acquired after a stated date), or (c) no capitalization. Capitalization of selected collections or items is precluded. During the year ended June 30, 2010, the Foundation changed its method of accounting to exclude its collections worth $21,385,956 from the statement of financial position and, as a result, gifts to the collections are excluded from revenue in the statement of activities. The change was adopted to exclude the collections as an available resource in the financial statements as these are restricted in perpetuity and cannot be converted to cash at the Foundations discretion. This change in accounting policy is reported through retrospective application of the change to all periods presented. Athletic GOlf Outing 10171 273 9898 9898 Engineering Golf Outing 104300 25457 78843 78843 114471 25730 88741 88741 88741 0 1 California State University Northridge 18111 Nordhoff St Northridge CA 91330 954358677 501(A) 12957348 644846 book various works of art, books, equipment to support and enhance the vision, mission, and values of Cal State university, Northridge. 1 Awards 266 245562 book n/a Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, Part I, Line 2: SCHOLARSHIPS ARE FUNDS AWARDED ON A COMPETITIVE BASIS AND, IN MOST CASES, DO NOT NEED TO BE REPAID. AWARDS CAN BE BASED UPON ACADEMIC ACHIEVEMENT, TALENT, NEED, OR OTHER DONOR INTERESTS (SUCH AS COMMUNITY OF RESIDENCE, MAJOR GOAL, ETC). The Financial Aid department of the university maintains records on eligibility of scholarships. Scholarships paid to students directly by foundation are coordinated with the university and reported to the finacial aid department. 0 0 0 0 0 0 0 0 0 harry Hellenbrand 0 217269 0 0 0 0 0 0 0 52240 0 269509 0 0 thomas mccarron 0 207649 0 0 0 0 0 0 0 46405 0 254054 0 0 Melanie S Williams 0 142992 0 0 0 0 0 0 0 46102 0 189094 0 0 JOLENE KOESTER 0 295052 0 0 0 0 0 0 0 65476 0 360528 0 0 Vance T Peterson 0 208452 0 0 0 0 0 0 0 56723 0 265175 0 0 Supplemental Information Part III Compensation of officers is determined by the California State university, northridge human resource department, which is based on the compensation process/methodology of the entire california state university system. X 1 21000 Fair Market Value X 117917 Fair Market Value X 2 36053 Fair Market value X Film Equip. 1 404476 Fair Market Value X Lab Equip. 1 65800 Fair Market Value X Pipe Organ 1 27482 Fair Market Value X Miscellaneous 16 8171 Fair Market Value 1 0 1 0 Method for Determining Number of Contributors: Part I, Column (b): Non cash Contributions are listed by total number of contributions received by the organization. Form 990, Part VI, Section B, line 11 A draft of form 990 is provided to the entire board for review prior to filing. Form 990, Part VI, Section B, line 12c An annual questionnaire is given to all board members to sign. The board secretary reviews the statements for any possible conflict of interest. The board and committees are routinely informed of the conflict of interest policies and asked to recuse from voting if there is a conflict. Form 990, Part VI, Section C, line 19 Governing documents, conflict of interest policy, and financial statements are available to the public on the organization's website and upon request. 2009 Form 990, Part XI, Line 2c Financial Statements and Reporting No changes were made to the oversight process or selection process during the tax year, as compared to the prior tax year. 2009 FOrm 990, part VI, Line 15A & 15B Section B: Policies All of the officers are compensated by the related organization, California State university, northridge. Compensation of officers is determined by the California State university, northridge human resource department, which is based on the compensation process/methodology of the entire california state university system. California State University Northridge 18111 NOrdhoff St Northridge CA 91330 954358677 education CA 501(A) N/A N/A 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 California State university Northridge B 13602194 California State university Northridge O 604112