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.

501(c)(3) charity; gifts are tax-deductible.
91¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 6
filings with a surplus
Average surplus $3.1M a year · 35% of revenue · last 6 filings
Fine: a surplus in 4 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
91%
of spending
Looks good: 91% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
31 mo
of spending, in cash
Plus $47.9M in investments, Pt X · Ln 11–13
Looks good: 31.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $10K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$2.7M
4% of total assets
Looks good: liabilities are 4% of assets; 50% or less.
Pt X · Ln 26
Independent board members
40
of 40 voting members
Looks good: 40 of 40 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$12.9M
+47% vs prior year
Spent
$5.2M
To programs
91%
Net assets
$65.3M
By yearFY2020–FY2025
Revenue
$12.9M
FY2022▲ +47%
Tap a bar for its year
Revenue by fiscal year
FY2020$4.3M
FY2021$8.7M
FY2022$12.9M
FY2023$4.9M
FY2024$9.7M
FY2025$12.8M
Expenses
$5.2M
FY2022▲ +11%
Tap a bar for its year
Expenses by fiscal year
FY2020$6.6M
FY2021$4.6M
FY2022$5.2M
FY2023$5.1M
FY2024$6.6M
FY2025$6.4M
Net assets
$65.3M
FY2022▼ -5%
Tap a bar for its year
Net assets by fiscal year
FY2020$57.4M
FY2021$68.7M
FY2022$65.3M
FY2023$69.6M
FY2024$75.6M
FY2025$86.9M

From the FY2022 Form 990 (year ending June 2022) · figures checked against the IRS filing · see the original

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You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Oct 2011.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

91 cents of each dollar spent went to programs.

Program services 91% · $4.7M Management & general 9% · $486K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

40 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
$0Pt VII · Sec A
Executive Director
$0Pt VII · Sec A
Provost & VP, Academic Affairs
$0Pt VII · Sec A
Vice President, Student Affairs
$0Pt VII · Sec A
Vice President, Information Technology
$0Pt VII · Sec A
Treasurer & Assistant Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
Immediate Past Chair
$0Pt VII · Sec A

Tomas D Morales’s $431K as President, Csusb Philanthropic Foundation is at the 87th percentile of top reported officer pay among 662 $10–100M philanthropy & grantmaking nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Raises funds to support California State University, San Bernardino.

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Provided by the organization

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2 programs · $4.7M · in their own filed words · FY2021
01

Other Activities

Designated gift administration.

$2.8Mprogram expense
02

Scholarships

Coordinate scholarship donations with the student awarded scholarships.

$1.9Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 1 funder$10K
Grants paid · 7 grants · $13.4M · 2019–2024
California State University San BernardinoFY2024$3,242,856
Unitemized GrantFY2024$57,978
California State University San BernardinoFY2023$3,012,319
California State University San BernardinoFY2022$1,673,505
California State University San BernardinoFY2021$1,900,059
California State University San BernardinoFY2020$1,858,933
California State University San BernardinoFY2019$1,704,341

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$12.9M
Ln 12
Gifts and grantsLn 1h$9.6M
Investment incomeLn 3$3.2M
Other incomeLn 4–11$5K
Money outPt IX
$5.2M
Ln 25
Programscol B$4.7M
Managementcol C$486K
Owns and owesPt X
$65.3M
net assets · Ln 32
Cash and savingsLn 1–2$13.3M
Total assetsLn 16$68.0M
LiabilitiesLn 26$2.7M
PeoplePt VI, VII
40
listed · VII A
PaidVII A0
Voting boardVI 1a40
IndependentVI 1b40
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$9.6M
Noncash giftsLn 1g$332K
Investment incomeLn 3$3.2M
Other incomeLn 4–11$5K
Gains on assetsLn 7$1.3M
Total revenueLn 12$12.9M
Assets in detailPt X, end of year
CashLn 1$695K
SavingsLn 2$12.7M
Cash and savings togetherLn 1–2$13.3M
InvestmentsLn 11–13$47.9M
Total assetsLn 16$68.0M
LiabilitiesLn 26$2.7M
Net assetsLn 32$65.3M
OperationsPt I, VI
EmployeesI 50
VolunteersI 631
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY22End FY22
Cash and savingsLn 1–2$11.9M$13.3M
InvestmentsLn 11–13$57.2M$47.9M
Total assetsLn 16$70.1M$68.0M
LiabilitiesLn 26$1.4M$2.7M
Net assetsLn 32$68.7M$65.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$1.9M$1.9M
Legal feesLn 11b$3K$3K$255
Accounting feesLn 11c$22K$22K
Investment management feesLn 11f$193K$193K
Advertising and promotionLn 12$123K$102K$22K
Office expensesLn 13$645K$633K$13K
TravelLn 17$112K$111K$1K
Conferences, conventions and meetingsLn 19$278K$124K$154K
Payments to affiliatesLn 21$705K$705K
InsuranceLn 23$21K$18K$3K
Other expenses (24a–d)Ln 24$1.2M$1.1M$101K
All other expensesLn 24e$1K$1K
Total functional expensesLn 25$5.2M$4.7M$486K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $12.8M$6.4M$6.4M$86.9M 990 PDF
FY2024 $9.7M$6.6M$3.1M$75.6M 990 PDF
FY2023 $4.9M$5.1M−$186K$69.6M 990 PDF
FY2022 Viewing $12.9M$5.2M$7.7M$65.3M 990 PDF
FY2021 $8.7M$4.6M$4.1M$68.7M 990 PDF
FY2020 $4.3M$6.6M−$2.3M$57.4M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support M · Noncash O · Explanations
See the full FY2022 990 (6 parts)
Part I · Summary $12,858,472 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $3,639,614$9,638,244
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $5,091,365$3,215,225
I-11 Other revenuePrior year $16,506$5,003
I-12 Total revenuePrior year $8,747,485$12,858,472
I-13 Grants and similar amounts paidPrior year $1,858,933$1,900,059
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $2,780,010$3,266,325
I-18 Total expensesPrior year $4,638,943$5,166,384
I-19 Revenue less expensesPrior year $4,108,542$7,692,088
Part VI · Governance 40 of 40 board members independent, 1 to look at
VI-1a Voting members of the governing body40
VI-1b Independent voting members40
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $12,858,472 across 8 lines filed
VIII-1d Related organizations$130,357
VIII-1f All other contributions, gifts and grants$9,507,887
VIII-1g Noncash contributions (included above)$332,144
VIII-1h Total contributions, gifts and grants$9,638,244
VIII-3 Investment incomeExcluded from tax $1,897,797$1,897,797
VIII-7 Net gain or loss on sales of assetsExcluded from tax $1,317,428$1,317,428
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $5,003$5,003
VIII-12 Total revenueRelated to mission $5,003 · Unrelated business $0 · Excluded from tax $3,215,225$12,858,472
Part IX · Statement of functional expenses $5,166,384 across 12 lines filed
IX-1 Grants to domestic organizationsPrograms $1,900,059$1,900,059
IX-11b Legal feesPrograms $3,055 · Management $255$3,310
IX-11c Accounting feesPrograms $22,200$22,200
IX-11f Investment management feesManagement $193,036$193,036
IX-12 Advertising and promotionPrograms $101,587 · Management $21,734$123,321
IX-13 Office expensesPrograms $632,592 · Management $12,747$645,339
IX-17 TravelPrograms $111,172 · Management $1,186$112,358
IX-19 Conferences, conventions and meetingsPrograms $124,097 · Management $153,532$277,629
IX-21 Payments to affiliatesPrograms $704,531$704,531
IX-23 InsurancePrograms $17,994 · Management $2,773$20,767
IX-24 Other expenses (24a–d)Programs $1,061,932 · Management $100,634$1,162,566
IX-24e All other expensesPrograms $1,268$1,268
IX-25 Total functional expensesPrograms $4,680,487 · Management $485,897 · Fundraising $0$5,166,384
Part X · Balance sheet $67,987,629 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $466,345$695,038
X-2 Savings and temporary cash investmentsStart of year $11,429,667$12,654,679
X-3 Pledges and grants receivableStart of year $645,004$6,116,066
X-4 Accounts receivableStart of year $387,588$577,775
X-11 Publicly traded securitiesStart of year $55,595,530$46,702,005
X-12 Other securitiesStart of year $1,555,471$1,242,066
X-16 Total assetsStart of year $70,079,605$67,987,629
X-17 Accounts payable and accrued expensesStart of year $318,727$646,553
X-19 Deferred revenueStart of year $235,827$1,416,698
X-25 Other liabilitiesStart of year $872,652$657,271
X-26 Total liabilitiesStart of year $1,427,206$2,720,522
X-27 Net assets without donor restrictionsStart of year $1,215,451$9,952
X-28 Net assets with donor restrictionsStart of year $67,436,948$65,257,155
X-32 Total net assets or fund balancesStart of year $68,652,399$65,267,107
X-33 Total liabilities and net assetsStart of year $70,079,605$67,987,629
Part XI · Reconciliation of net assets $65,267,107 net assets at year end
XI-1 Total revenue$12,858,472
XI-2 Total expenses$5,166,384
XI-3 Revenue less expenses$7,692,088
XI-4 Net assets at start of year$68,652,399
XI-5 Net unrealized gains (losses) on investments−$10,976,932
XI-9 Other changes in net assets−$100,448
XI-10 Net assets at end of year$65,267,107

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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