CLINT R. AASE s ANDREW ABELMAN s DANIELLE M. ACQUISTO s DEREK P. ADAMS s ALYSSA DANA ADOMAITIS s CARRIE P AGUILAR s MARIA AGUILAR s MARIA G. AGUILAR s ORALIA AGUILAR s ROBERTO J. AGUILAR s ANA AGUINIGA s ISAIAH M. AGUIRRE s AARON ALAMILLA s AGUSTIN ALBA s SOPHIE ALDRETE s MAGDALENA ALEMAN s REGINA K. ALLISON s MARIA T. ALVAREZ-GARCIA s DORA G. ANDERSEN s ANDRISA D. ANDERSON s BETHANY C. ANDERSON s CRYSTAL L. ANDERSON s JUDITH I. ANDERSON s KEVIN R. ANDERSON s ANTONIO D. ANDRE s BRENDA D. ANDREWS s LOUIS ANGUIANO s PAULINE S. ANONGDETH s NATSUYO AOYAMA s GENEVIEVE APODACA s FERNANDO ARELLANO s GLORIA E. ARELLANO s KARLOIAN L. ARENAS JORGE A. ARGUETA s JOHN J. ARNDT s NOAH G. ARROYO s ARVIN CHRISTOPH ARROZAL s JOEL W. AUSTELL s JUAN A. AVILA s KERSHAWNA C. AVILA s ZULLY AVILA s JUAN A. AXUME s SAHZEAH C. BABYLON s CHERYL L. BACHA s SARAH R. BAILEY FREDERICK J. BAKER s ROSEMARY D. BALDERAS s ROBERT G. BALTIERRA s STACY D. BANTA s MARIVEL BARBA s ARPITA A. BARIYA s ALEXIS S. BARNAGIAN s FLORALBA A. BARO s MELISSA V. BARRETO s JOHN M. BASCO s MARIA G. BATREZ s MARCO A. BAUTISTA s MONZELL L. BAUTISTA s EDDY BE GERARD D. BEARD s DONNA M. BEBENSEE s MARTHA C. BENAVIDES s MONICA E. BENYAMIN s JASON A. BERGMANN s DAWIT S. BERHANU s MICHAEL D. BERRY s TAMARA BERSBACH s MARLENE E. BETAN COURT s RENEE M. BETANCOURT s JUSTIN J. BETZ s JILL C. BIBLEHEIMER s CHRISTOPHER BIEDENBACH s DUSTIN BILTON s DIANA K. BLADES s SCOTT N. BOATWRIGHT s SABRINA E. BOLADO s MELISSA A. BORBOA s MICHAEL BOTTOMLY s CHRISTINE BOT TRELL s GARY BOWMAN s REXANNE BOWMAN s BRITTANY M. BRACE s KONNIE L. BRADSHAW s KAREGA A. BRAMLETT s PATRICK BRENNAN s STEVEN BRENNEIS s RODOLFO BRIONES s OLIVIA BRITTAIN CHRISTOPHER BRODEUR s LINDA BROOKS s DEBORAH BROWN s DIONNA BROWN s DENISE BROWNHICKS s CHRISTINE BUEHLMAIER s RUBE BUENROSTRO-BARAJAS s MARY BURGER s RANDALL BURGER MAURICIO BURGOS s BARBARA A. BURKE s DAWN E. BURNS s MANUEL A. BURROLA s TAMMY UTTERICK s CLAUDIA L. BUTTERWECK s SABAH K. BUX s JUAN J. CABRERA s LISA M. CAIN-HERNANDEZ s THOMAS A. CALABRESE s ASHLEIGH M. CAMARDA s JOHN W. CAMPBELL s VANESSA J. CANGIALOS s STEPHENIE E. CANNON s MARITZA CARDENAS s BRIAN I. CARRAMANZANA s ALFRED I. CARRILLO s PEDRO J CAR RILLO s DELIA V. CASADOS s JOANNE T. CASEY s MICHAEL T. CASNER s CHRISTOPHER R CASTANEDA RAUL CASTANEDA s MARIELA CASTILLO s STEVE M. CASTILLO s VERONICA T. CASTILLO s GLORIA V. CASTRO s KARLA D. CASTRO s NANCY E. CASTRO s ENRIQUE Z. CAZARES s ELSA CELIO s SAUL CERVERA s MARIA I CHACON s ROBERT J. CHACON s TANYA E CHAMADIA s NATALIE CHAN s SHAN CHAN s ERNI CHANDRA s TINASHE CHAPFIKA s JACQUELINE CHAPMAN s ROBERT D. CHARLES s AYYAZ W. CHAUDHRY s MAHWISH M. CHAUDHRY s SANA M. CHAUDHRY s ABRAHAM CHAVEZ MICHAEL M. CHAVEZ s ANH N. CHEN s GRACE CHEN s KEVIN CHEN s SELINA S. CHENG s NATHAN M. CHEUNG s NINA S. CHI s AMANDA CHIN s NUBIA M. CHINCHILLAS s JONATHAN K. CHINEN DELYN A. CHOW s BENJAMIN CHU s WING J. CHU s CAROL CHUA s JAE W. CHUNG s MICHAEL K. CHUONG s PRIMO M. CHUTKAN s MANDI L. CLARK s JULIA L. CLOWARD s BRIAN J. COE s JESSE K. COLANDREA s TREVOR K. COLANDREA s CHARLES V. COLBY s LISA LEE COLE s KEYNIA S. COLLIER KASEY R. COPELL s JANA RAE CORPUZ s DANIEL CORRALES s CAROLYN E. COUCHMAN s JEFF E. CRAVELLO s SHANON P. CRONIN s ROSE CUELLAR s ISAIAS JOSE CUEVAS s MICHELLE D. CUNANAN JAMES DABGOTRA s MOHAMAD DABOUSSI s NHI LE DAM s JAIME I. DANCE s MICHAEL T. DANG SHANE B. DASS s DARRYL T. DAUGHERTY s C. OTIS DAVIS s JENTRY R. DAVIS s VAN E DAVIS s BARRETT E. DEESING s ANDRES DEL REAL s JAVIER DELGADO s BETTY LOU DEMPSEY s KELLY E. DESELMS s JANINE GRACE P. DEWIT s BRENDA M. DIAL s LYNDON DIEU s ANGELA S. DIMAYUGA s ABBEGAILE G. DIOKNO s MOLLY DO s PAUL-BRYAN C. DOLORES s JOSEPH C. DOMINGUEZ s RACHEL P DOMINGUEZ s DOMINIC J. DONATONI s ZACHARY V. DOU GLAS s STEPHEN R. DRAKE s GAIL M. DRUS s HUGO E DUBON s TRISHA A. DUNCAN s PHU D. DUONG s HAYDEE DURAND s ELISA M. DURAZO s CARROL L DURK s ERIC R. DUVALL s ROSE A. EBEN-TATAW s LAURA M. ELLIOTT s CONNIE L. ELLIS RONALD ENCISO s NATHALIE ENRIQUEZ s MICHAEL J. ERRICO s ALEJANDRO N. ESCALANTE s MARIA R. ESTEVEZ s ERIC ESTRADA s ERIC ESTRADA s NOAH ESTRADA s LUCAS S. EVANS s CATHY EVERETT s ELISA M. FABIANO s ANGEL S. FACEY WILSON G. FAJARDO s JINGYU FAN s MINA J. FANOUS s BRANDON B. FARMER s ROBERT C. FEE s DANIEL J. FERGUSON s JOHNNY M. FERNANDEZ s NORA JEAN FERNANDEZ s JACK W. FERRERO s DENNA D. FERRIS s MARGARET FEUCHT MICHAEL J. FILSON s OLGA L. FIMBRES s AUBREY H. FINE s SHERRY L FLAMINO s NICOLE J. FLEMING s ELIA M. FLORES s JUAN G. FLORES s KARLA FLORES s MARY E. FORTHUN s SHARON FRADELLA s LARRY FRANCO s ANDREA L. FRANKLIN s ALEXAN DER R. FRANKS s DELOYCE E. FREEMAN s ERIKA L. FROELICH s CURTIS P FROSCHHEISER s SCOTT C. FROST s PATRICIA D. FUDGE s DONNA S. GAGGOS s SUSAN M. GAITAN s LOUIS R. GALLAL s ROBERT A. GALLEGOS s MARCY GALVEZ s ANGELICA P. GAMEROS s BRENDA S. GAMEZ s LEMUEL L. GARCIA s NICOLE D. GARCIA s RICARDO R. GARCIA s SHANNON B. GARCIA s TERESA GARCIA s VIVIANA GARCIA s YANINE GARCIA-QUEZADA s JUDY L GARDNER s LINDA A. GARNER s MONIQUE GAR NICA s CAROLINA V. GARZA s LYRVA M. GARZA s EDWARD M. GATES s LEO GAW s SARAH GERARD s NATHAN M. GERSHFELD s KAREN Z. GIFFORD s NAOMI R. GILES s GLADYS C. GIRON s TRICIA D. GO s ADRIAN Q. GOMEZ s GLORIA J. GOMEZ s LISANDRO GOMEZ s JENNIFER A. GONZALES s NICHOLE F. GONZALES s MAYRA C. GONZALEZ s RYAN M. GOTANDA s REBEKAH E. GREEN s DIANA M. GRICE s AMZI M. GRIEGO MARSH s JACK L GRIFFITH s MING GUAN s MARK V GUENETTE SHERYL A GUIDRY s DANILO H. GUILLEN s ANITA W. GUNAWAN s CLAUDIA GUTIERREZ s JORGE L. GUTIERREZ s MELISSA E. GUZMAN s ELLEN M. GWINN s PATRICK D. HAEDTLER s ARTHUR M. HAGA s SARAH HALL s CARRIE B. HAMPTON s POLLAVET HANSANUGRUM s ERWIN HARIANTO s JONATHAN D HARTENDORP s SARAH S. HARTMAN s NICOLE HASENBEIN s FARRAH HASSEN s HIROKO HATA s GREG O. HATANAKA s FAYE J. HATLEY s KYLA M. HATTABAUGH s DAVID L. HAYES s CARRIE J. HEARN RUSSELL J. HELMICK s ALICIA G. HERNANDEZ s DANIEL R. HERNANDEZ s EDWARD HERNANDEZ s ENRIQUE HERNANDEZ EVARISTO A. HERNANDEZ s JEFFERY M. HERNANDEZ s RENE L. HERNANDEZ s MAXINE A. HERRERA s NANCY HERRERA s SYLVIA HERRERA s DORA HERRERA-RODRIGUEZ s KATHY H. HEYDENFELDT s ERIC HICKS s JACQUELYN S. HILL s JOAN E. HILL s CATHY A. HILLIARD s OLGA HINOJOS s TIMOTHY HO s JULIE A. HOLLAND s HOLLY HOLLOWAY-FRIESEN s LANCE L. HOM RENEE G. HORTON s TAMARA C. HORTON s NEARY HOU s JILL D. HOWARD s CAROL HI HU s JUDITH F. HUANG s JOSE C. HUANTE s JAMES C. HUFF s RICHARD HUFF s WAI-YAN VIRGINIA HUI s ROBERT L. HURT s HUNG T. HUYNH s KELLIE M. HUYNH YANGDEUK HWANG s JULIO IBARRA s MOSES IBARRA s AKSONSOUK K. INTHIRAT s JENNIFER D. IP s CRAIG C. IRBY s ALFONSO IZARRARAZ s ARIEL L. JACKSON s KRISTEN N. JACKSON s DENNIS R. JACOBSEN s HEATHER A. JACOBSEN s SCOTT J. JACOB SON s ERIKA I. JAIMES s EDWARD W. JANKE s DAVID A. JARANILLA s FRANCISCO J. JARQUIN s WILLIAM J. JAY s KEVIN M. JENSEN s SARA A. JEX s JAMES L. JI s JESUS A. JIMENEZ s YADIRA JIMENEZ s ALVIN R. JOHNSON s TOMMY H. JOHNSON LASHANNA J. JONES s LINDA L. JONES s SHERRI L JONES s JASON JUAN s JEFFREY A. JULIUS s ANTHONY C. JUSAY s ZAREH KADKODAZADEN s KASEY L. KAMMUELLER s LUKE K. KANG s GIRIJA KARAMCHETI s SARA M. KATHOL s ERNEST G KAWAI s KECHKAR s KYLE J. KEESLER s JONATHAN A. KELBER s ERIN E. KENNEDY s SUNDAS KHAN s CHRISTINE H. KIM s HYUNG J. KIM s JAMES D. KIM s JANE YOON KIM s JONG HO KIM s MARGARET G. KIMSEL s CHRISTOPHER KING s DAWN L. KLEIN MICHAEL M. KOCH s ALTHEA C KOLAR s CHARLES KOO s GARY W KOONCE s YI-KANG JERRY KU s MICHELLE KUESTER s RANDOLPH O. KWOK s ANGIE C. LAI s CHRISTOPHER G. LANDAY s BETHMARIE V. LASCANO s DAN MARCUS V. LASCANO VALERIE V. LASCANO s THOMAS K LAU s STEPHAN E. LAUZIER s CHRISTINE ROSE LAXAMANA s CHI T. LE s ANNE LEE s JOHNNIE S. LEE s ROSE N. LEE s WILLIAM LEE s LUC A. LEPANDOV s ALBERT O. LEWIS s CRYSTAL D. LEWIS s FAN (TINA) LI s RUI LI CLAIRE A. LIANG s XI LIANG s WEI SIANG LIAU s LINDA A LICHTHART s JUDY N.Y. LIEU s MONICA N. LILIS s IRVING LIM s JIM C. LIN s KELLIE C. LIN s SUSAN LIN s DEBORAH L. LINTHICUM s ROBERT J. LOMELIN s BEVERLY J. LONG s ANTHONY L. LOPEZ BENJAMIN LOPEZ s ELISA LOPEZ s FRANCISCO A. LOPEZ s GABRIELA LOPEZ s MA. BELINDA V. LOPEZ s MATTHEW J. LOPEZ s RUDOLFO N.V. LOPEZ s STELLA F. LOPEZ s SUGUET R. LOPEZ s VANESSA LOPEZ s SUZETTE Y. LOZANO s TINA G. LUNA s SHAINA N. LUNDE s JORGE LUPERCIO s STEVEN LUU s BONNIE J. LYON s HEI NING (HELEN) H. MA s RAY MA s NICHOLAS A. MACARIO s NORMA H. MACHADO s MONICA MADDUX s DELFINA MAGADAN s ROBERT MAGCASE s REGINA L. MAGEE s NICHOLA S. MAGGIO s ANTHONY A. MAIOCCO s MAZIAR MAJZOOB s TATENDA MAMBO s MARK E. MANIEGO s ANALISA M. MANLIC s ALEXANDRIA M. MANRIQUEZ s LUTHER P. MANZANO s VIRGINIA MARCHAN s VIVIAN MARES s KAREN MARIN s TARIQ Y. MARJI MELISSA M. MARKOFSKI s ERIC D. MARSH s STEPHANIE R. MARSH s REYNA MARTINEZ s ROBERT MARTINEZ s RITA MARTIN-MARQUEZ s DAVID A. MATHESON s DEBRA A MATHESON s YONG C. MATOS s ROBERT D. MATRANGA s ALICE B. MATTINGLY GERARDO MAXIMO s LIDIA MAYA s PETER R. MAYOR s MICHAEL C. MBOGGO s DALE C. MCCABE s CARI L. MCCLARTY s PATRICK R. MCCOY s BONNIE L. MCGEE s TRAVIS C. MCGEE s MARCIA S MCGOVERN s JONATHAN P. MCKEAN s KATHREN A. MCKNIGHT s JENNIFER N. MCLAREN s TRACY A. MCMAHON s DEBRA D. MEAD s ELAINE MEAD s RICHARD R MEDRANO s ROSA M MELCHOR s CLARISSA H.M. MENARD s FARIDA A. MENDOZA s DESERE D. MERGIL s EDWARD A MERRITT s SHU YING MERRITT s ANTHONY F. MESTAS s ALEX D. MILLER s KIETH J. MILLER s SHIRLEY A. MILLER s JOSEPH R. MILLIRON s HALEH MINAKARY s GABRIEL E. MISA s RAYMOND L. MITCHELL s LISA D. MOFFATT s SARA L. MONDRAGON s JUANA MONTERO s MARIA E. MONTES s PABLO MONTES s MELISSA M. MOON s KATHRYN R. MORAN s KATHY A. MORENO s JENNIFER A. MORGAN s KATIE MORIN s SARAH M. MOUSSAVI s MICHAEL B. MOUWAD s RYAN R. MUDRY s DAVID A. MULLANE s BONNIE L. MUNOZ s NIFER M MUNOZ s LAURA E. MUNOZ s BAGESHREE S. MUNSHI s ANA L. MURILLO s ALEJANDRO MURO s MICHELLE MURPHY s FELIX U-SINGAMA MVUEMBA s SUZANNE MYERS-MONTOYA s LYDIA NAJIM s PARAS D. NANAVATI s DEVENDER S. NARANG ISSA A NASSAR s MICHAEL J. NEAL s ANALIA V. NEWMAN s QUYEN T. NGO s THOI Q. NGO s ANTHONY Q NGUYEN s KIEU-NGA NGUYEN s LENNY D. NGUYEN s NHU HANG THI NGUYEN s ROSEMARY NGUYEN s TRACEY I NGUYEN s KRISTOFER J.S. NICO LAS s SHIRLEY A. NIETHOLD s SHOGO NISHIYAMA s MARIO NISTHAL s KRISTINE I. NODARSE s BRYAN NUESSE s MARIA D. O'CADIZ s ARLENE OCAMPO s SANTIAGO OCAMPO s ARTURO OCEGUEDA s SUSIE OH s CHRISTOPHER M. OKANIWA s SALOMON OLDAR s MARY OLIVAS s JODI L OLIVER s JON A. OLSON s CARMEN R OLVERA s HENRY L. ONG s SISILIA ONG s MARTHA ORDORICA s STEVE C. ORONA s RAYMOND A. OROPEZA s BRIANNA M. OROZ s KELLY M. OROZCO s LAURA A. OROZCO ANDREA N. ORTIZ s RUDY ORTIZ s BRIAN M. OSMAN s LINDA OSTOS s MARIA A. OSUNA s SAMER S. OTHMAN s LISA OTOIDE s LENA K. OYLER s MARISSA D. PADILLA s ROGER PAEZ s RHOEL G. PAGHUNASAN s LESLIE PAJUELO s AMIDYA P. PAKPAHAN TRESENA A. PALMER s QIER PAN s REBECCA PANG s GLORIA PANTOJA s CHRISTOPHER D. PAOLI s ESTHER PARADA s SUSAN V. PARDO s JEANETTE B. PAREDEZ s JINNY PARK s SAMMIE L. PARK s SAMIT PATEL s MIESHA N. PAYNE-REID s MARIANA PENA KRISTOPHER A. PENROSE s DANIEL A. PERAZA s MONICA PEREGRINA s BEVERLY PEREZ s RALPH M. PEREZ s SOFIA Y. PEREZ s JOSE PEREZ-GONZALEZ s LAURA T. PEREZ-MUNOZ s CYDNE A. PERRY s CHERYL J PETERS s ANNETTE E. PETTIT s SCOTT PHAM GIANG H. PHAN s MY NA PHUNG s FRANCISCO PICOS s TERESA M. PIERCE s CHRISTOPHER PILKINGTON s RAJIV H. PILLAY s JUAN L. PINEDA s KARLA E. PLESUMS s RUSSELL V PLUMB s NATASCHA J. PODSKALAN s DEBRA R. POE s VALERIE W. POON DAVID F. PRENOVOST s KATIE PRICE s VIVIAN PRIETO s NANCY B. PRINCE-COHEN s ANTONIO QUEZADA s DAVID D. QUINTANA s RICARDO D. QUINTERO s MATTHEW E. QUIST s SHALOM S. RABIZADEH s ROBERTO A. RAEL s SHAIDA RAISZADEH s CAN DACE L. RAMIREZ s NOEL E. RAMIREZ s YESENIA RAMIREZ s ILEANA RAMOS s ROMAN RAMOS s TINA L. RAMOS s KATHERINE L. RAMSEY s ANDREA M. RANDAZZO s SPHOORTHY RAO s GRETCHEN A. RATLIFF s ANNA A. RAYNOR s CYNTHIA F. REDD REED s MATTHEW J. REID s LAVENA REYES s JESSICA A. RICHARDSON s JENNIFER L. RILEY s JANE W. RINALDI s BARBARA RITCHIE s RANDALL A. ROBERTS s JUAN G ROBLEDO s CYNTHIA ROBLES s JULIO F. RODRIGUEZ s MARY P. RODRIGUEZ s PETER P. RODRIGUEZ s EVAN ROMAN s LUCIA ROMERO s NICOLE C. ROMERO s JACQUELINE ROMO s GRACIELA M. ROOT s RALPH HENRY ROC ROSACIA s CARLOS R. ROSALES s REYNALDO M. ROSALES s AARON R. ROSE s THOMAS M. ROSENGREN s DEBBIE A. ROSS s AMY ROTH s BRETT E. ROTH s ANTHONY R.P RUBALCABA s DAVID RUBALCABA s MARIA A. RUELAS s CLARE M. RUESGA s CARLOS RUIZ s MARIO C. RUIZ s RITA E. RUIZ s STEFANIE A. SACCOMAN s MARY SAHYAN s JOSE L. SALAZAR s FRANCIS CO A SALGUERO s KRISTI M. SAN NICOLAS s ANA SAN s ARLYNE V. SANCHEZ s RIEKO J. SANTANA s DIVYA SANTHANAM s EDWIN A. SANTIAGO s BARBARA A. SANTILLAN s CHRISTIAN A. SANTOS s GERALD SANTOYO s ANNA M. SARIO s EMANUEL M. 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STARR s DIANA KAY STEELE s ENNY L. STEELE s JOSHUA J. STEFAN s CAROLE E. STEPHENS s L. STETLER s AXEL R. STEVENS s VERN C. STOERMER s GRANVILLE P. STOREY s HECTOR SUAREZ s AIMEE SUGITA s KRISTINAWATI SUKAMTO s JIRAYOUTH SUTHISAYEAM s ORAPONG SUTHISAYEAM s DANIEL I. SUTTON-KANE s DARWIN M. SYPINERO s RAINIER J. TABLANTE s RYAN S. TADE s JOSEPH D. TAGORDA s AMY D. TAM s JOHN MICHAEL O. TANADA s JUSTIN TANG s DAREN C. TATHAM s JAMES D. TAWNEY s CANDICE TAYLOR s MARIN R. TAYLOR s ANTHONY TE s PHILIP O. TEMIDARA s CHRISTINE M. TERRY s LAURA J. TETZLAFF s NADET THACH s JACQUELINE THAI s ANJELIKA S. THOMPSON s CANDICE C. TIRTA s DAVID L. TO s PAUL-JOHN A. TO s IDIL TOKA s SAM P. TOKATLY s MICHAEL G. TONG s ART C. TORRES s CARMEN H TORRES s LETICIA M. TORRES s MELODY TORRES s MICHAEL B. TORREZ s LINDA C. TOSTI s DUC P. TRAN s LYNN M. TRAN s VINCENT M. TRAN s ROBERT G. TREJO s AMANDA E. TREVIZO s LAURA E. TRISNADI s GINA M. TRIVISO s KINH V. TU s WENDY L. TUSHER s MARK R. TYLER s PHILLIP A. UNDERWOOD s KATHERINE I. URBANSKI s GUSTAVO A. URREA s TANIA F. URRUTIA s JOSE B. VALADEZ s MONICA R. VALDEZ s CHRISTINA M. VAN DAM s ALICIA VAN NICE s ANDREW W. VANDERBURG s JAVIER J. VARGAS s NESTOR VARGAS s SAUL G. VARGAS s EDWARD L. VARNADO III s CHRISTOPHER VASQUEZ s LETICIA VASQUEZ s ESMERAL VAZQUEZdeDIRIYE s MALVINA E. VELASCO s ROSA MARIA VELAZQUEZ s CLAIRE A VELHAGEN-DIZON s TREVOR D. VELTMA s NOEL D. VER NON s CARLOS VIA s MARY ANN VIERNES s MARY CLAIRE VIERNES s JOEL E. VILLAVERDE s SARA A VIRAMONTES s DEBORAH J. VISSER s CARLY VONG s MICHELLE L. WALSH s TCHON-KIT WAN s LI-TING WANG s YIFAN (VANESSA) WANG s YUFENG WANG s JAMIE L. WARD s KAREN L. WARD s TRAVIS J. WARD s MARK A. WARDLOW s EMILY C. WEIR s KATHI J. WEISS s LEAH E. WHATLEY s ROGER V. WHIPPIE s STEVEN A WHIPPIE s CLINTON WHITE III s ERICA C. WHITE s KEVIN A. WHITE s WILLIAM A. WHITMIRE s DOLORES WIARCO s ALICIA G. WILLIAMS s CAREEM B. WILLIAMS s ERIK D. WILLIAMS s GREGORY B. WILLIAMS s JERE A. WILSON s JUDITH M. WILSON s SHARON M. WILSON s SHAWNA M. WINFREY s MEGAN E. WINSLOW s BRYAN E. WONG KARLA D. WONG s KEVIN M. WOOD s KRISTI K. WOOD s JENNIFER J. WU CONG XU s MIHARU L. YAMAMOTO s DAVID YANG s RUIQIAN YANG s PEI-HAN YEN s MARK YEUNG s JAMES YORK JR. s ERIC G. YOUNG s ALEX HERNANDEZ s KRISTY MCCAW s NORMAN J.C. YOUNG s TAI YU s WELLMAN YU s ANA L. ZAMBRANO s KRISTINA ZARDENETA s MARIA ZAVALA s ARNULFO ZAVALZA s FERNANDO ZAVALZA s ALMA R. ZENTENO s CAROL R. ZITZER-COMFORT s MATTHEW G. ZMINA foundation for a bright future CLINT R. AASE s ANDREW ABELMAN s DANIELLE M. ACQUISTO s DEREK P. ADAMS s ALYSSA DANA ADOMAITIS s CARRIE P AGUILAR s MARIA AGUILAR s MARIA G. AGUILAR s ORALIA AGUILAR s ROBERTO J. AGUILAR s ANA AGUINIGA s ISAIAH M. AGUIRRE s AARON ALAMILLA s AGUSTIN ALBA s SOPHIE ALDRETE s MAGDALENA ALEMAN s REGINA K. ALLISON s MARIA T. ALVAREZ-GARCIA s DORA G. ANDERSEN s ANDRISA D. ANDERSON s BETHANY C. ANDERSON s CRYSTAL L. ANDER SON s JUDITH I. ANDERSON s KEVIN R. ANDERSON s ANTONIO D. 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FEE s DANIEL J. FERGUSON s JOHNNY M. FERNANDEZ s NORA JEAN FERNANDEZ s JACK W. FERRERO s DENNA D. FERRIS s MARGARET FEUCHT s MICHAEL J. FILSON s OLGA L. FIMBRES s AUBREY H. FINE s SHERRY L FLAMINO s NICOLE J. FLEMING s ELIA M. FLORES JUAN G. FLORES s KARLA FLORES s MARY E. FORTHUN s SHARON FRADELLA s LARRY FRANCO s ANDREA L. FRANKLIN s ALEXANDER R. FRANKS s DELOYCE E. FREEMAN s ERIKA L. FROELICH s CURTIS P FROSCHHEISER s SCOTT C. FROST PATRICIA D. FUDGE s DONNA S. GAGGOS s SUSAN M. GAITAN s LOUIS R. GALLAL s ROBERT A. GALLEGOS s MARCY GALVEZ s ANGELICA P. GAMEROS s BRENDA S. GAMEZ s LEMUEL L. GARCIA s NICOLE D. GARCIA s RICARDO R. GARCIA SHANNON B. GARCIA s TERESA GARCIA s VIVIANA GARCIA s YANINE GARCIA-QUEZADA s JUDY L GARDNER s LINDA A. GARNER s MONIQUE GARNICA s CAROLINA V. GARZA s LYRVA M. GARZA s EDWARD M. GATES s LEO GAW s SARAH GERARD s NATHAN M. GERSHFELD s KAREN Z. GIFFORD s NAOMI R. GILES s GLADYS C. GIRON s TRICIA D. GO s ADRIAN Q. GOMEZ s GLORIA J. 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SCHMITZ s MICHAEL SCHULTEHENRICH s LEAH N. SCHULZ s NANCY E. SCHWOEBEL s SEAN P. SCULLY s ROXANA M. SEGOVIA s KAREN A. SELLERS s NARITH SEM s CHARLENE SENATIN s JESUS SEPULVEDA ISMAEL B. SERRANO s LAURA SETIA s NIKHIL V. SHARMA s s JAY W. SHARP s STACIE A. SHELLNER s CHUNYING SHEN s JENNIFER SHEN s AMANDA L. SHERMAN s LISA A. SHIGETA s MICHAEL P SHIH s STEPHEN D. SHUGART s NICOLE A. SHULTZ JOCELYN P. SIA s LEANDER L. SICO s RICARDO SIERRA s JOSE I SILVA s JOZABETH SILVA s LONI C. SILVER s AMELIA SMALLCOMB s KATHLEEN A. SMITH s LISA E. SMITH s MARJORIE F. SMITH s PETER J. SMITH s RAUL A. SOLER s ROBERT SOLER MARIA E. SOLORZANO s RAUL SOTELO s s BRIANNE L. SPALDING s KIMBERLY A. SPECTOR s SEAN K. SPIVEY s RICHARD A. SPRAGUE s ADITYA SREEVATSA s JEFFREY A. STANDARD s RENATE L. STARR s DIANA KAY STEELE s JENNY L. STEELE s JOSHUA J. STEFAN s CAROLE E. STEPHENS s DEVIN L. STETLER s AXEL R. STEVENS s VERN C. STOERMER s GRANVILLE P. STOREY s HECTOR SUAREZ s AIMEE SUGITA s KRISTINAWATI SUKAMTO s JIRAYOUTH SUTHISAYEAM s JORAPONG SUTHISAYEAM s DANIEL I. SUTTON-KANE s DARWIN M. SYPINERO s RAINIER J. TABLANTE s RYAN S. TADE s JOSEPH D. TAGORDA s AMY D. TAM s JOHN MICHAEL O. TANADA s JUSTIN TANG s DAREN C. TATHAM s JAMES D. TAWNEY s CANDICE TAYLOR s MARIN R. TAYLOR s ANTHONY TE s PHILIP O. TEMIDARA s CHRISTINE M. TERRY s LAURA J. TETZLAFF s NADET THACH s JACQUELINE THAI s ANJELIKA S. THOMPSON s CANDICE C. TIRTA s DAVID L. TO s PAUL-JOHN A. TO s IDIL TOKA s SAM P. TOKATLY MICHAEL G. TONG s ART C. TORRES s CARMEN H TORRES s LETICIA M. TORRES s MELODY TORRES s MICHAEL B. TORREZ s LINDA C. TOSTI s DUC P. TRAN s LYNN M. TRAN s VINCENT M. TRAN s ROBERT G. TREJO s AMANDA E. TREVIZO s LAURA E. TRISNADI s GINA M. TRIVISO s KINH V. TU s WENDY L. TUSHER s MARK R. TYLER s PHILLIP A. UNDERWOOD s KATHERINE I. URBANSKI s GUSTAVO A. URREA s TANIA F. URRUTIA s JOSE B. VALADEZ s MONICA R. VALDEZ s CHRISTINA M. VAN DAM s ALICIA VAN NICE s ANDREW W. VANDERBURG s JAVIER J. VARGAS s NESTOR VARGAS s SAUL G. VARGAS s EDWARD L. VARNADO III s CHRISTOPHER VASQUEZ s LETICIA VASQUEZ s ESMERAL VAZQUEZdeDIRIYE s MALVINA E. VELASCO ROSA MARIA VELAZQUEZ s CLAIRE A VELHAGEN-DIZON s TREVOR D. VELTMA s NOEL D. VERNON s CARLOS VIA s MARY ANN VIERNES s MARY CLAIRE VIERNES s JOEL E. VILLAVERDE s SARA A VIRAMONTES s DEBORAH J. VISSER s CARLY VONG s MICHELLE L. WALSH s TCHON-KIT WAN s LI-TING WANG s YIFAN (VANESSA) WANG s YUFENG WANG s JAMIE L. WARD s KAREN L. WARD s TRAVIS J. WARD s MARK A. WARDLOW s EMILY C. WEIR s KATHI J. WEISS s LEAH E. WHATLEY s ROGER V. WHIPPIE s STEVEN A WHIPPIE s CLINTON WHITE III s ERICA C. WHITE s KEVIN A. WHITE s WILLIAM A. WHITMIRE s DOLORES WIARCO s ALICIA G. WILLIAMS s CAREEM B. WILLIAMS s ERIK D. WILLIAMS s GREGORY B. WILLIAMS s JERE A. WIL SON s JUDITH M. WILSON s SHARON M. WILSON s SHAWNA M. WINFREY s MEGAN E. WINSLOW s BRYAN E. WONG s KARLA D. WONG s KEVIN M. WOOD s KRISTI K. WOOD s JENNIFER J. WU CONG XU s MIHARU L. YAMAMOTO s DAVID YANG s RUIQIAN YANG s PEI-HAN YEN s MARK YEUNG s JAMES YORK JR. s ERIC G. YOUNG s NORMAN J.C. YOUNG s TAI YU s WELLMAN YU s ANA L. ZAMBRANO s KRISTINA ZARDENETA s MARIA ZAVALA s ARNULFO AVALZA s FERNANDO ZAVALZA s ALMA R. ZENTENO s CAROL R. ZITZER-COMFORT s MATTHEW G. ZMINA As I begin my journey as Cal Poly Pomona's fifth president, I am proud to present the Cal Poly Pomona Foundation, Inc. Biennial Report for 2001-2002 and 2002-2003. This report provides an opportunity to review the many accomplishments of the Foundation as it has helped to meet the needs of the campus, its faculty, staff and students. The details of this report also outline the critical administrative assistance provided by the Foundation in supporting research, grants, community, campus activities and development of real property programs. president’s message The Cal Poly Pomona Foundation provides quality service, programs and resources that support and strengthen the university. The Foundation Board of Directors is responsible for its governance to achieve these goals through purposeful decision-making and guidance for future endeavors. I deeply appreciate the leadership and direction demonstrated by the Foundation's staff and its Board of Directors. The Foundation's biennial report details a number of new endeavors and emerging challenges as well as shares the growth and development that has taken place over the past two years. The Foundation continues to provide professional support and services to the campus community, including $6.4 million for major facilities improvements in Dining Services, Kellogg West Conference Center & Lodge, Bronco Bookstore, CTTi Books & Café and Foundation Housing. We are proud of the accomplishment the Foundation has made these past two years and we look forward to continued success in the future. Sincerely, J. Michael Ortiz, Ph.D. J. Michael Ortiz, Ph.D. President, Cal Poly Pomona G. Paul Storey, Executive Director The Cal Poly Pomona Foundation, Inc., established in 1966, is an integral component of the educational mission of the university. In pursuit of this mission, the Foundation is a partner in the university community which includes students, faculty, staff, administrators, alumni, and members of the larger community. The Foundation exists to provide the highest level of service and financial support while maintaining corporate fiscal integrity. The role of the Foundation is to provide convenient and appropriate goods and services at a reasonable price and to develop additional assets and resources for the university. The Foundation also promotes and celebrates the cultural diversity of the university, helps foster and maintain an effective learning environment to provide educational opportunities, reflects an institutional image of competence and quality, and encourages cooperative relations within the university community. mission Excellence in service to the university is the highest priority of the Foundation. The Foundation accomplishes this by: s s s s s vision To be the best… an organization of employees must be committed to quality. Recognized as leaders and "award winners." An organization having the best business practices. An organization where service quality consistently exceeds customer expectations and financial performance consistently exceeds comparable industry norms. An organization with a stimulating and gratifying workplace where employees can achieve their full potential. Operating in a professional and conscientious manner. Continually updating its planning for the future and emphasizing the importance of quality and excellence. Promoting high standards for ethics, honesty, competency, and professionalism in all its employees. Developing and motivating employees to express an entrepreneurial spirit by using creativity, innovation, initiative and open communication. Maintaining its commitment to affirmative action, equal opportunity, and career development in a safe working environment. The Cal Poly Pomona Foundation, Inc. is an equal opportunity, affirmative action employer. The Foundation subscribes to all state and federal regulations and prohibits discrimination based on sex, race, sexual orientation, national origin, handicap, marital status, age, religious creed, color, ancestry, medical condition, or veteran status. The Foundation hires only individuals lawfully authorized to work in the United States. The Foundation operates as a public-benefit, charitable-educational organization under the provisions of the California Revenue and Taxation Code, Section 23701(d) and the United States Internal Revenue Code, Section 501(c)(3). As a recognized auxiliary of the California State University, the Foundation conforms to the regulations established by the Board of Trustees of the California State University and approved by the California State Director of Finance as required by the California Education Code, Section 89900. The university administrative organization supervises the Foundation, as required by Title 5, California Code of Regulations, Section 42402. 3 bboard of directors 2001-2002 2002-2003 Bob H. Suzuki Chair, Ex-Officio Director A. Michael Berman Ex-Officio Director Dr. Bob H. Suzuki served as Chair of the Cal Poly Pomona Foundation, Inc. Board of Directors for 12 years (1991 to 2003). On behalf of the Board of Directors and Foundation staff, our thanks and appreciation are extended to Dr. Bob H. Suzuki. A. Michael Berman Ex-Officio Director Allen Coson Ex-Officio Director Uwaifo Obanor Ex-Officio Director Patricia L. Farris Ex-Officio Director Patricia L. Farris Ex-Officio Director Karen Martin Ex-Officio Director Barbara Argo Ex-Officio Director Jane Ollenburger Ex-Officio Director Vacant Ex-Officio Director Esteban Soriano Ex-Officio Director Ronald Simons Ex-Officio Director Roger Morehouse Ex-Officio Director Roger Morehouse Ex-Officio Director Tomas Morales Ex-Officio Director Tomas Morales Ex-Officio Director Edwin Barnes Member at Large Director Andre Valencia-Dupret Community Director Edwin Barnes Member at Large Director Andre Valencia-Dupret Community Director Lowell Overton Community Director Lowell Overton Community Director Oliver Santos Community Director Oliver Santos Community Director Richard Hulme Faculty Director Richard Hulme Faculty Director Rochelle Kellner Faculty Director Rochelle Kellner Faculty Director Cesar Bravo Student Director Cesar Bravo Student Director Anthony Moriel Student Director Anthony Moriel Student Director Marian Sherman Staff Director Marian Sherman Staff Director Sue Moore Staff Director Eduardo Ochoa Dean Director BECAME INACTIVE FROM BOARD MEMBERSHIP DURING 2001-2002 FISCAL YEAR 4 Bob H. Suzuki Chair, Ex-Officio Director Sue Moore Staff Director Edward Hohmann Dean Director BECAME INACTIVE FROM BOARD MEMBERSHIP DURING 2002-2003 FISCAL YEAR Laraine Turk Ex-Officio Director Jane Ollenburger Ex-Officio Director Davin Corona Student Director Esteban Soriano Ex-Officio Director about us The Cal Poly Pomona Foundation, Inc. was created in 1966 to address the "educational needs of the university" while providing affordable goods and amenities to the campus population in order to help generate additional resources for California State Polytechnic University, Pomona. An integral part of the Cal Poly Pomona University community, the Foundation acknowledges the challenges and demands of serving the diversity of interests at a university, while realizing the rewards of significant contribution to the education of every student by means of services and support. The Foundation is a self-supporting, nonprofit, auxiliary organization, recognized as such by the California State University (CSU) system. The Foundation receives its authority from Title 5 of the California Education Code. Title 5 requires that the Foundation remain legally "separate" and independent from the university. To achieve independence, the Foundation is structured as a 501(c)(3) nonprofit organization that is, at present, governed by a 20-member Board of Directors consisting of the President of the University, Vice President of Academic Affairs, Vice President of Advancement, Vice President of Student Affairs, Vice President of Administrative Affairs, Vice President of Instructional and Information Technology Division, Chair of the Academic Senate, Chair of the Staff Council, President of Associated Students, Inc., two student representatives, two staff representatives, two faculty representatives, one dean representative, one at large representative, and three community representatives. The Board of Directors establishes financial and administrative policy for the Foundation. Representing the Foundation's administrative staff, the Executive Director serves as the Chief Executive Officer for the Foundation and reports directly to the Board of Directors. and $557,758 in 2003). The Foundation further supports the university through its Award Winning Dining Services; Foundation Housing (University Village); Bookstore Services; and the Kellogg West Conference Center and Lodge; the College of Agriculture’s Aid-To-Instruction Programs; Continuing Education Programs; Campus Programs and serving as its administrator for grants and contracts awarded by private and public agencies. During the past four years, the Foundation has provided over $2,342,576 to the university in direct financial support ($569,015 in 2002 5 While serving campus constituents, the Foundation also supports outreach programs to the outside community through the Foundation CARES Program (Community Assistance Reinforcing Educational Success). The Foundation CARES Program was developed by employees to provide ongoing community outreach. During the past two years, the CARES Program actively participated in community outreach by collecting clothing for two local outreach organizations as well as sponsoring two local families with food baskets at Thanksgiving, the winter holidays and in the spring. Clothing and school supplies were provided for the children, with a focus on supplying school-related necessities. Our desire is to provide them with a better opportunity to excel in school. Consumer patronage helps support a wide array of campus services and programs. The Foundation returns any surplus revenue to the campus through designated gifts to the university in the form of construction of new facilities, equipment purchases, university event donations, campus advertising, and staff assistance for university activity planning and promotions. Over the past two years, the Foundation began developing the Innovation Village project, Phase III of the University Village, as well as completing major renovations at the Los Olivos Dining Commons, Bronco Bookstore, Pony Express Convenience Stores, CTTi Books & Café and the Vista Café. As the largest employer of Cal Poly Pomona students, the Foundation provided jobs for 1,203 students in 2001-2002 and 1,273 students in 2002-2003. The Foundation provides flexible hours, convenient locations, an environment that recognizes the demands of student life, and the opportunity to gain practical work experience utilizing skills learned in the classroom. With $2,675,135 expended on student payroll in 2001-2002 and $2,817,641 in 2002-2003, the Foundation continues to demonstrate its commitment to students on an individual level, as well as supporting the educational mission of the university. The Foundation celebrates and promotes the cultural diversity of the university and strives to foster and preserve a learning environment with an abundance of educational opportunities for everyone through providing diversity training and professional development seminars. The Foundation actively supports programs and projects by partnering with the university - the Annual Fall Conference, BroncoFest, Hot Dog Caper, and the Founders' Day celebration, to name a few. It also provided many employment opportunities in support of the Student Intern Program. 6 The Cal Poly Pomona Foundation, Inc. Biennial Report details many of the completed and ongoing activities, responsibilities, and accomplishments from the past two years in order to illustrate our continuing efforts to offer the highest quality of goods and services to the campus and surrounding communities, and to enhance the marketability of Cal Poly Pomona's educational excellence and its extraordinary public facilities and services. designated funds These designated funds are expended for specific support to the university as designated by the Foundation’s Board of Directors. Expenditures of designated funds are summarized as follows: 2003 2002 2001 2000 Total Athletics Programs $40,000 $80,000 $80,000 $40,000 $240,000 News & Publications 152,765 186,977 110,943 134,750 585,435 23,594 40,437 65,088 163,529 292,648 329,224 256,927 331,393 211,004 1,128,548 12,175 4,674 68,735 10,361 95,945 $557,758 $569,015 $656,159 $559,644 $2,342,576 Office of Development University Public Relations Special Foundation Grants Sub-Total 7 administrative and financial services As part of its mission, the Foundation reaches out to the campus and community by providing quality goods and services. Along with key management, the Executive Director oversees self-sustaining operations to generate additional assets and resources for the university. The auxiliary operations, Bookstore Services, Dining Services, Foundation Housing Service (University Village) and Kellogg West Conference Center and Lodge generate revenue for the Foundation and earnings beyond operating expenses which are used for the benefit of the university. Additional administrative support to the university is provided by the Foundation's Financial Services Department. The department's mission is to provide quality, accurate and timely information and analysis to meet the growing needs of the Foundation. The Financial Services Department is responsible for and coordinates all audits, including the annual financial and single audit. The university is provided services through automatic entries, on-line 24/7 access to real time information, web enabled forms, agreements and procedures and electronic reporting to reduce redundancy, and efficiently process transactions. On-line forms have been redesigned with instructions and our agreements and procedures have been updated to assist with processing transactions through the department. Centralized financial accounting systems have been created to aid Foundation's administration and operating managers in decision-making through the assistance of our internal managers. Financial reports have been developed to meet the needs of the university to allow them to review their Foundation resources along with the efficient administration of receipts and disbursements and cash management to assist projects of the Foundation. Online banking and e-commerce via the Internet to meet the needs of our customers has been developed. Data backup and recovery is an important responsibility and we have implemented an off-site tape backup system that enables us to restore to a redundant system in case of a disaster. 8 A web-based centralized timekeeping system has been implemented that brings the power of the web to assist management with the collection, management, analysis and distribution of critical labor data resulting in improved use of labor resources reducing our costs. The web-based system tracks employee attendance and reports and monitors daily labor activities. Standard or custom reports and reminders can be scheduled to run automatically giving managers better visibility and control. With the conversion of all departments to this web-based software, the Foundation will see improved operational efficiency and increased system-wide performance. "Requests for documentation" have been streamlined through automatic e-mail notification along with the automation of the reconciliation process and reporting to Financial Aid and Scholarship Office of the university. We have converted our checks, 1099's, W-2's and purchase order forms to electronic laser forms. We converted university rideshare scrip to the campus one card, referred to as the Bronco Card, eliminating the necessity to print, track, and maintain scrip by the Foundation and university. We implemented a centralized Gift Card Program for our commercial enterprise operations. The Housing Assistance Program developed to assist faculty, staff and students in finding affordable housing within a close proximity of the campus continues to be enhanced. After receiving excellent feedback from faculty and staff who have used the Housing Resource Kit in their home search, the Foundation developed a website to make the same information accessible to everyone - anywhere, anytime. The website is a one-stop source of valuable information for those who are looking to buy a house, rent an apartment, or find temporary housing. The goal of the new website is to offer valuable housing assistance strategies and explores options to assist visitors in their search for a new residence. The website address is www.foundation.csupomona.edu/housingassistance. The Foundation partnered with Cal State Fullerton and their Housing Corporation to market homes in their affordable housing program to Cal Poly Pomona faculty and staff during the 2002-2003 year. The development of low-income housing for faculty/staff was explored with the City of Walnut and the City of Industry. A new initiative to accumulate housing properties for long-term needs of the campus is moving forward with the Dale residence (UET gift) in Pomona. The Dale home will be offered to faculty/staff on a long-term land lease option to provide affordable housing to the campus community. Real Estate Gifts During 2002-2003 several pieces of property were donated to the Colleges of Science, Agriculture and Environmental Design. Due diligence, property management and marketing of these properties was completed offering the properties to the local community to obtain the highest return to the Charitable Remainder Trusts (CRT). Innovation Village The Foundation is also working toward developing criteria to establish a public/private research park to create a community conducive to scientific excellence and innovative technology in cooperation with the university. Located on the campus of California State Polytechnic University, Pomona, Innovation Village is a masterplanned business environment benefiting from its proximity to the best of Southern California, unique access to the university's amenities, and a student base. Innovation Village encompasses 65 acres of land that is already entitled for 960,000 square feet of office, research, development and retail services. Ideally suited for technology-based enterprises such as Research and Development companies, Fortune 500 companies, and multi-tenant opportunities for business incubators and start-ups, Innovation Village is envisioned as a comfortable work environment. Innovation Village will encourage a free flow of communication between university students, faculty, and tenant operations. The park itself will feature heavily landscaped settings with pedestrian trails and outdoor seating that complements the surrounding university and natural landscape. real estate Already an established business community, Innovation Village is home to the NASA Commercialization Center, a high-technology business incubator that provides new or earlystage businesses with the necessary physical, management, and product development infrastructure to successfully commercialize NASA technologies. The American Red Cross (ARC) chose Cal Poly Pomona for its intellectual capital and research resources. With its research and development programs, the American Red Cross strives to strengthen its life-saving mission by improving blood safety and creating health improvements that could save or enhance thousands of lives each year. Groundbreaking for the ARC complex will occur in October 2003. As you review our activities and highlights, it should be noted that the Foundation has and continues to demonstrate that it can provide the university with an avenue to move quickly and with more flexibility and with less bureaucracy than other institutions. The Foundation continues to provide the university with a source of financial strength and power to undertake activities to support the campus. auxiliary operations Bronco Bookstore The past two years marked another successful chapter in the history of the Bookstores. Recognizing that our primary mission is to provide service to the university community in meeting their academic and individual needs, the Bookstores continued to look towards the future by keeping pace with technological advancements and improved facilities. As we strive to continually improve the bookstore experience, Bronco Bookstore embarked on a multi-phase remodel program. The long-range strategic plan demonstrated a desire by our customers to have general reading books located downstairs, near the entrance to the store. During the summer of 2001 this move was accomplished, resulting in a more cohesive General Book Department. The next phase, beginning in July 2002, involved the expansion of the Textbook Department. New fixtures, which brightened and modernized the area, resulted in 28% more shelf space. More books on the sales floor resulted in staff having to restock books less often and with fewer outages on the shelves for students. Textbooks were also shelved alphabetically by department, making it easier for students to find their books. A renovation of the Computer Department was also completed for fall 2002. Reworked fixtures from the former Campus Books resulted in a brighter, more professional look and better presentation of product. A new security system was installed in fall 2002. A security consultant was retained to review current procedures and make changes to allow students to bring their book bags into the store. This was implemented for spring quarter 2003, with a very positive response from students. Several noteworthy partnerships with the university developed during the past two years. An agreement with the American Society for 10 Mechanical Engineers offered students free bag check during the first week of the quarter which provided a fundraiser for the club. A collaboration with the University Library linked their website with the Bookstore's, enabling students to search for and purchase general reading titles, using the Bookstore's database. The "Official Library Mug" was developed as a team effort between the Library and Bookstore, and will be sold at the Bookstores and selected Foundation Dining Services locations. In our continuing efforts to support academic growth, the Bookstore was involved with the Apparel Merchandising Management Department (AMM) where students develop, manufacture, and market an apparel line. The final garments were sold at Bronco Bookstore during winter 2002 with all proceeds going back to the AMM Department. This was a wonderful opportunity for the students to follow their program through the entire manufacturing process, and also monitor sell-through at the retail level. In January 2003, bank card processing was changed from dial up to web based processing. The processing time went from 30 45 seconds to about 3 seconds per transaction. This had a significant effect on wait time for customers at check out. The longest wait in line for students the first week of the spring quarter was 10 minutes. The Pony Pak on-line textbook reservation and mail order system continued to be an easy and convenient option for students to purchase their textbooks. Over 2200 orders were placed through the website over the past two years. The Bookstore participated in new student orientation, explaining to incoming students the ease and accuracy of ordering their textbooks on-line. The Bronco Bookstore continues to participate in several on-campus events during the year. The Bronco Bookstore was open Saturdays for Admissions Day in October, the Engineering Open House in February, as well as for BroncoFest in April. The Annual Grad Fair in April was a huge success, and was expanded to two days in 2002 with over 2000 potential graduates attending. They were able to meet with vendors regarding announcements, class rings, and diploma frames, as well as with campus departments to receive information about their ceremonies. Students are now able to purchase caps and gowns for the big day any time from Grad Fair through Commencement. These "keeper" gowns have been extremely well received by students needing gowns for senior portraits, giving them additional time for planning. Campus Books, the off-campus bookstore site, closed its doors on October 23, 2001. On January 2, 2002 it reopened in the new Center for Training, Technology and Incubation, as CTTi Books and Café. The new CTTi Books location focuses on providing textbooks for graduate students, as well as selected texts for Cal Poly Pomona and Mt. San Antonio College students. The United States Post Office Contract Station, which was opened at Campus Books in November 1999, also moved to the new location, and has been very successful. The Bookstores look to many challenges in the coming years, including increased operational and labor costs. Cuts in the university budget will especially affect the Computer Department, with fewer campus funds available to purchase new equipment. To meet these challenges and remain fiscally responsible, the Bookstores will continue to look at ways to improve services, and develop partnerships with the university. The final phase of the Bronco Bookstore remodel, coming in fall 2003, will expand selling space, increase efficiency and provide an exciting start to the new academic year. 11 Foundation Housing at the Village The goal of Foundation Housing Service (University Village) is to be an environment where students begin to experience independent living while still having live-on staff members to assist with this transition. We do our best to provide excellent customer service to our residents while also providing affordable housing in close proximity to campus. We promote community involvement by encouraging students to attend our educational and social programs. We also encourage residents to communicate with one another and learn from one another thus cultivating a diverse residential community. Additionally, we strive to offer valuable, safe, well-maintained and furnished accommodations to every resident. We also promote a community where each person's race, ethnic identity, age, marital status, religious affiliation, gender, sexual orientation, and physical ability is cause for appreciation and learning. A major accomplishment over the past two years has been the restructuring of our licensing process. The operations staff proposed a new process that would allow returning students to select their room and apartment before leaving for summer. Additionally, new residents receive their room and apartment assignment in May, which is two months earlier than in past years. This change enabled residents to self-select their roommates which has decreased the amount of roommate conflicts in the past year. The operations staff has also updated and improved many of the forms and publications distributed by Foundation Housing. The redesigned Village website was completed in June 2003. An improved "Foundation Housing at the Village Handbook" was updated to include a calendar/planner and important campus and Village information. After an unfortunate string of break-ins in the fall of 2002, our security measures were re-evaluated. Our Facilities Management staff was instrumental in enhancing the lighting on the entire property during the spring of 2003. The staff built and installed new ballasts on each of our 100+ light poles to more than double the lumination. Additionally, in a one-week period in December 2002, the Facilities staff installed PVC pipe in all windows in the 212 apartments in the Village. In April 2003 all of the Phase I (100 apartments) porch lights were updated to photocell lights. Future plans include working with the University Police Department to have Community Service Officers patrol the Village during the early morning hours 365 days a year. This program is slated to begin in December 2003. The Facilities Management staff is to be commended for accomplishing numerous projects over the past two years. These included power-washing apartment windows; resurfacing and sealing Phase I decks; repairing slab leaks; and major repair to the swimming pool. To improve office efficiency, we relocated several staff offices. The Facilities Management staff was also instrumental in the renovation project being completed in Phase II. The inhouse staff completed all of the painting and coordination of carpeting and cleaning for the 112 apartments in Phase II. The furniture being replaced was donated to two boys' homes and a women's shelter. These projects have improved the overall climate for residents and assisted in the promotion of a positive living/learning environment. “Financially, Foundation Housing has again had two very prosperous years with 100% occupancy for the start of each quarter, reduction of monthly receivables by utilizing an improved collection process and ending each year with a surplus.” In the Residence Life area, our past two years were full of exciting and innovative educational and social programs. We added an addi tional Resident Director to our professional staff in July 2002. The Community Advisor staff developed and implemented over 250 programs during the past two years. Many residents benefited from these programs which included areas such as diversity, life skills, faculty involvement, and social interaction. Some of the notable programs included: Candlelight Vigil for the troops, Henna Tattoos, First Annual Village Blood Drive, Resume Writing, Belly Dancing, Food Drive, and Blues Band & BBQ. In order to improve the quality of life for all Village residents, the Residence Life staff made a concentrated effort in the area of policy enforcement and conflict resolution. Financially, Foundation Housing has again had two very prosperous years with 100% occupancy for the start of each quarter, reduction of monthly receivables by utilizing an improved collection process and ending each year with a surplus. The newest initiative that is in the forefront of our planning is the Phase III project. After receiving the completed feasibility study in December 2001, we proceeded with the recommendation to add more apartment-style housing on the Cal Poly Pomona campus. We chose a construction management and architect team and have finalized a site plan for the expansion in-fill project. The project is designed to add 476 beds to the property. All of the apartments will house four occupants in single rooms with two shared bathrooms. The design is such that students will enter the buildings on either end and proceed through a central corridor to their apartment. With this design, the community will develop with residents knowing their neigh bors and forming a more positive community. Safety and security will be enhanced as well because of the design of these new buildings; students will enter and exit via two entrances and they will be able to better watch out for one another. Also within this project will be a new addition to the Community Center, enhanced and increased parking, and a new maintenance building. The project is estimat ed to be completed in August 2005 and open for residents in September 2005. Foundation Housing's successes these past two years have been outstanding. The hard work and creative ideas of the staff have made this unit an integral part of the Foundation and university, providing a quality educational service to the students of Cal Poly Pomona. As we look to the future, expanding our housing program will continue to support and improve the marketability of Cal Poly Pomona. Kellogg West Conference Center and Lodge In the previously published biennial report, we started by stating that "the past two years were among the most successful in the history of Kellogg West." That being true, the proceeding two years were among the most turbulent in the history of Kellogg West. Fiscal year 2001-2002 started with an extremely successful summer. All indications were that the fall and winter were going to be strong, which meant the first half of this fiscal year was going to be ahead of budget and the previous year's performance. Then September 11th occurred and like every other hospitality related business, Kellogg West suffered from the horrific events of that day. Revenues plummeted immediately, but the Kellogg West team immediately jumped into action. We were one of the first hotels in the nation to waive cancellation fees to clients that had to cancel events due to 9/11. We offered incentives for booking new events, all areas of the operation took on additional responsibilities of searching for additional sales and we made major reductions in our operating expenses. Within weeks, we started realizing results that were defying the trends being reported by the hospitality industry. The second half of the fiscal year was the best in the history of Kellogg West with five of the six months reporting total sales in excess of $300K, with June shattering all records with sales of over $400K. The success continued through the first half of fiscal year 2002-2003, with sales above the previous year. All of this momentum continued in spite of the winds of change circulating around. The worsening economy, pending war, the California State budget crisis, an anemic hospitality industry in general and later the SARS scare, all played key roles in what was about to happen. In January 2003, it seemed like everything caught up to Kellogg West. The second half of the fiscal year was nothing short of a struggle and a major challenge. Revenues dropped by thirty plus percent from the previous year and the increases from the first half of the year were wiped out. We do see signs of improving conditions; however, we feel that it is going to take some time to recover. Renovations of Kellogg West facilities continued. The restaurant received a face-lift to the entrance area. All public restrooms in the Main Building and in the Hillside Building were completely remodeled. New wall covering was installed in all meeting rooms and all public areas in the Main and Hillside Buildings. New carpet was installed in the public areas of the Hillside Buildings as well as several meeting rooms in the Main Building that had previously not been completed. Non-cosmetic work was also completed with the installation of new boilers and major repairs to plumbing and air conditioning systems. The Sales Department and Rooms Division continued to explore different avenues to secure new forms of business during these difficult times. The work of the outside sales consultant has resulted in several new clients. An agreement was reached with a global reservations network company, to provide support on improving reservations from the transient market of the hotel industry. It is from this group that Kellogg West has realized the biggest growth and has allowed the Rooms Division to maintain continual growth even during the difficult times. The Conference Services and Food & Beverage Departments continue to make semi-annual sales calls to the campus community to maintain the strong relationship with the university. Improvements to operational standards were also made. Due to the slowdown in business as reported above, Kellogg West management reduced daily operational costs. Employee development is still a major focus by all. New programs including Employee of the Month and Employee of the Year were implemented. An Employee Council was formed which includes one member of each of the operational departments. They meet with the Director every other month to discuss key issues and concerns of the staff. From these meetings several projects and key initiatives were completed. With the focal point of management still being the importance of the staff and the role they play on the success of the property, it was especially rewarding that the results of the annual employee survey were the best since this was implemented four years ago. Guest satisfaction is what every member of the Kellogg West team strives for and for the fourth year in a row, the scores from all three Guest Satisfaction Surveys were ahead of the previous year. We continue to get great responses from our guests and almost unanimously they sight the efforts and performance of the staff as the single most important aspect of their stay at Kellogg West. Whether it is an individual just spending the night with us or someone attending a week-long conference, they always recognize a member of the staff that they feel went above and beyond to make their stay with us enjoyable. The ability to bounce back from difficult times during the low cycles of the business environment is what makes an operation that much stronger. We know Kellogg West will bounce back. Foundation Dining Services The mission of our Foundation Dining Services is to serve a diverse community by providing quality food at a reasonable price. The food is served in an efficient and friendly manner in attractive, clean and comfortable gathering places that reflect a concern for the social and nutritional well being of our customers. Our vision is to be recognized as a leader in the college and university food services industry by our customers, peers, educators, industry, allied associations and the media. The primary vision of Foundation Dining Services is to be recognized as a leader in the college and university food service industry by its customers, peers, educators, industry, allied associations and the media. Our focus is to take care of our customers. Price benchmarking for all units was reported and posted so that customers could fairly evaluate our pricing structures. In 2002, the Los Olivos Dining Commons won 2nd Place in the Loyal E. Horton Award in the category of Standard Menu. As an award wining dining service operation, we believe success lies in the support received from the community we service. Associated Students Inc. (ASI), University Housing Service (UHS), The Collins School of Hotel and Restaurant Management, College of Environmental Design (ENV), The Farm Store, the Bronco Bookstore, University Village and the Department of Public Safety are a few of those with whom we build our strategies for success. Servicing the needs of our community and communicating with them has carried us through some tough times and brought us new business. Communication is our strategy for success. Food committees, town hall meetings, construction meetings, improved employee relationships, and a Dining Services "team" are examples of this success. To meet our customer's needs, during the past two years, venues were renovated and new units/operations were opened. With the completion of the Los Olivos Dining Commons' renovation in 2002, we are now providing an increased seating capac- 16 ity to the residence halls and entire community while also providing exhibition cooking, stone baked pizza, Las Casas Taqueria, Las Casas Grill, California Deli, the Orchard Produce Bar, and restaurant-quality food prepared in front of you. This marchestyle food service was designed to better meet the individual preferences and dietary needs of today's customers. We serve a variety of healthy and wholesome foods. Retail operations developed an icon that denotes vegetarian and vegan menu items. Los Olivos produced brochures with nutritional information for each service station and their weekly menu denotes vegan and vegetarian alternatives. During town hall meetings, speed and quality of service were one of the priorities identified. We have identified that the Pony Express Convenience Stores add a new dimension to our service to the campus with a wide range of dietary and sundry items. The ENV Café will be updated to meet code regulations; the Pony Express @ Campus Center Marketplace will be renovated to add additional checkout stations. During the construction of the University Union Improvement Project (UUIP) Bronco Student Center, several of our operations were closed. This caused a strong demand for improving our speed of service. To supplement the current venue options, Foundation Dining Services responded to the changing needs of our customers by opening Kikka Sushi and Taco Bell Express. The Bronco Student Center opened venues during the summer 2003 offering Center Perk, Stuffed Sub, Strips and Chips, Wok & Rome and the Pony Express Convenience Store. As new operations open, our "Speed with Service" will improve, bringing back customers and improving the number of transactions per hour. The new Bronco Student Center and Vista Cafe in the Residential Suites will add new revenues to DIning Services. Bronco Access Card continues to provide the opportunity to make cashless purchases on campus. Card readers were set up at all dining service venues, vending machines located in the Bronco Student Center and Engineering, Farm Store at Kellogg Ranch, bookstores, Collins School of Hotel & Restaurant Management, Associated Students Inc. and all administrative services. A secure website (www.broncobucks.com) has been created to enable funds to be added to your Bronco Access Card. To ensure that each food establishment is in compliance with the County of Los Angeles Environmental Health Division upgraded standards, Dining Services provides food sanitation classes and ServSafe training and certification to our employees. We are proud to announce that all dining venues continue to receive an excellent rating of 'A' (equivalent to 90% - 100%) from the Los Angeles Environmental Health Division. We are looking ahead to the development of a five-year strategic plan after the completion of a detailed review and survey of our operations. This fall the Vista Café opens in the Residential Suites and the Bronco Student Center Food Courtwill be open in the fall of 2003. We are researching designs for cafés in the library and in the American Red Cross Center. New meal and declining balance options will be initiated during the fall of 2003. Bright Idea No. 139: Serve it fresh 17 gifts, bequests and donations During the past two years, California State Polytechnic University, Pomona and its various organizations received donations, gifts and special revenue in the amount of $28,021,691. Of that total, the Foundation received and administered $7,885,977. Quasi-endowments (temporary endowments) of $880,453 were terminated and used for capital improvements per the terms and conditions of the endowment agreement in fiscal year 2002-03. Endowments and Donations Cal Poly Pomona endowments (University Educational Trust) are now valued at $18,109,604. The university encourages friends to invest in campus programs and projects that promote academic excellence. Effective July 2001, the Foundation transferred $11,484,505 in permanent endowments to the Cal Poly Pomona University Educational Trust (UET). Endowments 1997 1998 1999 2000 2001 2002 2003 Campus Program $3,375,320 $21,568,610 4,162,134 24,248,727 9,161,984 23,039,017 12,461,798 24,281,803 14,689,011* 33,416,024 17,560,736 22,924,286 18,109,604 24,240,951 Tax Status of the Cal Poly Pomona Foundation, Inc. The Foundation operates as a nonprofit, public-benefit, charitable-educational corporation under the provisions of the California Revenue and Taxation Code, Section 237019(d) and the United States Internal Revenue Code, Section 501(c)(3). As a recognized auxiliary of the California State University, the Foundation conforms to the regulations established by the Board of Trustees of the California State University as required by the California Education Code, Section 89900(c). The university administrative organization supervises the Foundation as required by the California Code of Regulations Title 5, Section 42402. As provided in Section 170(c)(2) of the 1986 Internal Revenue Code and through previous determinations, contributions made to the Foundation are considered charitable contributions for federal and state income tax purposes. As such, donations are considered charitable contributions by donors in computing corporate, partnership, estate, trust and personal taxable income. *2001 Endowments were allocated between the Foundation ($936,211) and UET ($13,752,800) Endowment and Campus Program Assets 35M Campus Programs 30M Endowment 25M 20M 15M 10M 5m 0 1997 18 1998 1999 2000 2001 2002 2003 research and sponsored programs Cal Poly Pomona Foundation, Inc. is the recipient of all externally-funded sponsored projects awarded on behalf of California State Polytechnic University, Pomona. As a result, the Foundation assumes accountability for the funds awarded and legal responsibility assuring adherence to performance goals, time schedules, and/or other requirements per the terms and conditions of the agency contract. The Foundation has ultimate responsibility for the conduct of all projects and for the results achieved. Our mission is to contribute to the integrity of the Foundation and the university by maintaining the highest standards in financial and administrative support services including being committed to providing personalized services, generating goodwill, and providing support that enhances the effectiveness of the programs. The activity for sponsored programs has been consistently increasing since 1990. For the fiscal year ended June 30, 2003, Foundation administered over 300 grant and contract accounts totaling nearly $46 million to be expended over the next few years. Some of these projects include the establishment of the NASA Commercialization Center and the Pomona Technology Center which are business incubator initiatives funded by NASA and the Economic Development Administration, respectively, the Minority Biomedical Research and Support Program-SCORE and RISE programs funded by the National Institute of Health, and numerous TRIO Support Programs funded by the United States Department of Education. Our mission is to contribute to the integrity of the Foundation and the university by maintaining the highest standards in financial and administrative support services including being committed to providing personalized services, generating goodwill, and providing support that enhances the effectiveness of the programs. During the past two years, Foundation has undertaken the development, updating, and communicating of policies and procedures to assure project administration is in compliance with a constantly changing environment. All project directors have access to policies and procedures via a comprehensive and user-friendly website with monthly newsletter updates on the issues as funding policy and procedures change. In addition, semi-annual training sessions are conducted for current updates on agency compliance issues and instruction on the current Foundation policies for sponsored project administration. During fiscal year 2002, Foundation completed an indirect cost recovery study for the federal negotiated rate with the Department of Health and Human Services. Foundation provided all accounting data to an outside consulting firm for integration with the university's accounting data for a combined cost analysis. All Foundation and university accounts were reviewed for proper classification per Federal operational definitions to maximize the rate calculation. The processes resulted in no change in the organized research base rate and a higher rate for other sponsored research than previously negotiated nearly 10 years ago. Sponsored programs are very important to the university by providing practical learning experiences for students and professional growth for faculty. The Foundation is very proud of the many accomplishments of the faculty and staff administering sponsored programs and is committed in continuing the highest level of service required for sponsored project administration. Bright Idea No.420: Market the event Awards Received Chart 16M 14M 14.4 M 13.8 M 12M 10M 11.2 M 11.5 M 11.6 M 99-00 00-01 8M MILLIONS 6M 7.1 M 4M 2m 0 97-98 98-99 01-02 02-03 The Foundation is proud of the many grant and contract programs that provide research opportunities to Cal Poly Pomona. Two of our largest projects over the past two years are the SCORE and RISE Programs funded by the National Institute of Health. Support of Continuous Research Excellence Program The National Institutes of Health (NIH) supports the SCORE (Support of Continuous Research Excellence) Program to assist biomedical research faculty at minority-serving institutions to develop competitive research programs, with the ultimate objective of increasing the number of under represented minorities professionally engaged in biomedical research. This is achieved by providing financial assistance to competitive developing research programs in all areas of biomedical research at institutions with significant under represented minority student enrollments. The SCORE program at Cal Poly Pomona was originally funded for three years in 1997 and renewed for four years in 2000. An application for another renewal is currently pending for another four years (2004-2008). The original SCORE program funded in 1997 had five separate research projects: three in the Biological Sciences Department (BIO), one joint project between BIO and the Animal & Veterinary Sciences Department (AVS), and one in the Chemistry Department (CHM). The current program includes a total of fifteen projects, with eight in BIO, four in CHM, one joint project between BIO & AVS, one in the Human Nutrition & Food Science Department, and one in the Kinesiology & Health Promotion Department. The annual budget this year is a little over two million dollars. The program is directed by Dr. Donald F. Hoyt (BIO) and involves a total of nineteen faculty in the five participating departments. The research programs conducted with SCORE funding have provided opportunities for graduate and undergraduate under represented minority students in the RISE Program to experience the process of research. In addition, over twenty non-minority students have completed the research com ponent of their master’s degrees in the SCORE laboratories. Most of the research conducted by these students would not have been possible without the greatly enhanced research capabilities provided by the SCORE program. The SCORE program, with the support of the university administration, especially the Deans of the participating schools (Agriculture, Science, Liberal Arts and Social Sciences) has made a major contribution toward enhancing the infrastructure for biomedical research at Cal Poly Pomona. Research Initiative for Scientific Enhancement The RISE program (Research Initiative for Scientific Enhancement), supported by the National Institutes of Health, motivates, guides and prepares under represented minority students for careers in biomedical research. RISE I, directed by Dr. Barbara Burke, introduces freshmen to the process of discovery, develops their awareness of careers in biomedical research, and improves their academic performance. RISE I students participate in a summer transition program (BIOQUEST), a freshmen orientation course, and academic excellence workshops. RISE II, directed by Dr. Edward Walton, provides an opportunity for sophomores to develop their laboratory skills, gain enrichment instruction, and develop a strong interest in biomedical research through participation in a research experience. In RISE III, directed by Dr. Pamela Sperry, upper division and graduate students become immersed in a research project in one of the SCORE laboratories, present their research in professional scientific meetings, and publish in scientific professional journals. RISE III students continue to develop their analytical and communication skills, and engage in networking and planning strategies for admission to Ph.D. programs leading to careers in biomedical research. The RISE program also sponsors a biomedical research seminar series open to all students and faculty. More than 150 students have participated in the RISE program over the past three years. RISE program activities have more than doubled the retention rate of freshman participants. Of the 33 RISE program graduates, 7 are in Ph.D. programs, and 5 have been admitted into Master's programs. The RISE program has enriched the research opportunities for students, and allowed students to become an integral part of the biomedical research community at Cal Poly Pomona. grant and contract awards Belinda Acuna, Engineering National Science Foundation Future Scholars Program $390,496 Dr. Jean Aigner, Extended University United States State Department Partnership with Engineering University in Armenia $216,040 Dr. Michael Bufalino, Letters, Arts, and Social Sciences A Menninger Mayeda Alternative Survey of the Non-Emergency Trans Service of Orange Co. $3,500 Belinda Acuna, Engineering University of California, Berkley Mathematics, Engineering, Science Achievement-Maximizing Engineering Potential $144,228 Dr. Jean Aigner, Extended University Korean National University Training for Engineering And Agriculture Teachers from Korea $284,621 Dr. Barbara Burke, Science Regents of the University of California Increasing the Effectiveness of the Science Educational Enhancement Services Program $27,040 Belinda Acuna, Engineering Regents of the University of California Maximizing Engineering Potential-National Science Foundation Scholarship Program $26,150 Belinda Acuna, Engineering Cal State University San Francisco Summer Bridge $52,500 Belinda Acuna, Engineering Cal State University San Francisco Academic Excellence Workshops $67,800 Dr. Jill Adler-Moore, Science Gilead Science, Inc. Nonclinical Research Studies $373,174 Dr. Jill Adler-Moore, Science Molecular Express, Inc. Universal Influenza Matrix Vaccine $210,000 Dr. Jill Adler-Moore, Science Gilead Science, Inc. Murine Model with Systemic Candidiasis $55,000 Dr. Jill Adler-Moore, Science Molecular Express, Inc. Efficacy Testing of Molecules $45,500 Dr. Alyssa Adomaitis, Agriculture State of California-Agricultural Research Initiative Using the Female Body $5,000 Dr. Teresita Aguilar, Education and Integrative Studies Emporia State University The Multicultural/Diversity Outcome Assessment Dissemination $20,790 Dr. Jean Aigner, Extended University World Learning Bulgaria-Economic Commission-Venture Capital $19,525 Dr. Jean Aigner, Extended University GOPA Consultants ADB Lower Secondary Teacher Training Project $94,067 Dr. Jean Aigner, Extended University United States State Department Public Administration Curriculum & Capacity Development $228,428 Dr. Jean Aigner, Extended University International Research and Exchange Board Russian-US Young Leadership Fellows for Public Service $4,982 Dr. Jean Aigner, Extended University World Learning Retail Association Management in Macedonia $32,197 Dr. Mark Allen, Letters, Arts, and Social Sciences United States Department of the Interior Archaeological Site Assessment in Death Valley $5,000 Dr. Kevin Anderson, Engineering Parker Hannifin Corporation Flight Control System Design $57,562 Dr. A. Michael Berman, ITAC Cal State University San Bernardino Improving Access to Information Systems $144,802 Dr. Wayne Bidlack, Agriculture Nestle USA, Inc. Carnation Animal Diet Testing $3,875 Dr. Wayne Bidlack, Agriculture State of California-Agricultural Research Initiative Development Urban Forestry Research in Agriscapes $6,357 Dr. Wei Bidlack, Agriculture Solus Products, LLC Protein Efficiency Ration Trial $4,500 Dr. Wei Bidlack, Agriculture State of California-Agricultural Research Initiative The Role of Tenascin-C in the Development of Atherosclerotic $12,466 Dr. William Braun, Letters, Arts, and Social Sciences Gethy-Renker Corporation Energy Expenditure Involving Isometric Contractions $3,000 Dr. Stephen Bryant, Science Mt. San Antonio College Teacher and Reading Development Partnership $2,500 Dr. Micki Bryant, Student Affairs United States Department of Education TRIO Dissemination Partnership $206,327 Dr. Barbara Burke, Science California Endowment Addressing Native American Health Issues in Los Angeles County $49,738 Dr. Marie Caudill, Agriculture State of California-Agricultural Research Initiative Effect of Race and Genotype on Folate $162,779 Dr. Marie Caudill, Agriculture State of California-Agricultural Research Initiative Folate Status Reponse to Natural Dietary Folate $64,106 Dr. Marie Caudill, Agriculture State of California-Agricultural Research Initiative Liquid Chromatograph Mass Spectrometer $45,000 Dr. Marie Caudill, Agriculture State of California-Agricultural Research Initiative Folate Study Response in Women of Different Ethnicity $88,284 Dr. Marie Caudill, Agriculture State of California-Agricultural Research Initiative Effectiveness of Natural Dietary Folate in Improving Status $53,699 Brooks Cavin, Environmental Design Georgia Institute of Technology International Architectural Educational Exchange $6,589 Dr. Yi Cheng, Engineering Rockwell Collins, Inc. Digital Media Server $35,000 Dr. Yi Cheng, Engineering Samsung Electronics America, Inc. New Menu Development for On Sreeen Display $10,000 Dr. David Clark, Engineering Young Engineering Acoustic Volume Indicator $10,000 Miriam Cope, Letters, Arts, and Social Sciences Valley Vista Services, Inc. GIS Street Layer Assessment $2,791 Dr. Jeanne Davis, Education and Integrative Studies Walnut Valley Unified School Win-Win Internship Consortium $828,500 21 Dr. Jeanne Davis, Education and Integrative Studies Walnut Valley Unified School Regional State Intern Grant $210,000 Dr. Van Garner, Extended University Kauffman Center for Entrepreneurial Leadership Kauffman Interns Program $37,500 Dr. Judith Jacobs, Science University of California, Office of the President Mathematics Professional Development $810,100 Dr. Jeanne Davis, Education and Integrative Studies United States Department of Education Special Education-Children with Disabilities $378,942 Dr. Van Garner, Extended University Los Angeles Office of Education Coordinator/Senior Project Advisor $96,243 Dr. Judith Jacobs, Science Claremont Unified School District Mathematics Professional Development for K-6 Teachers $7,500 Dr. Winny Dong, Engineering Materials Research Society Characterization of Thermally Conductive Polymers $750 Dr. Kenneth Gruber, Academic Affairs Air Resources Board Student Services $847,680 Dr. Judith Jacobs, Science University of California, Los Angeles California Mathematics Project $15,800 Dr. David Fernandez, Agriculture State of California-Agricultural Research Initiative Effect of Relocation on Pregnancy Rates $34,414 Dr. Gloria Guzman-Johannessen, Education and Integrative Studies University of California, Office of the President Teachers of English Language Learners $109,900 Dr. Judith Jacobs, Science University of California, Office of the President San Gabriel Valley Math Project $342,500 Dr. Aubrey Fine, Education and Integrative Studies United States Department of Housing and Urban Development Community Outreach Partnership Center in Pomona $399,979 Dr. M. Kathleen Hayden, Engineering Jet Propulsion Laboratory NASA Pair: Deep Space Robotic Rover Project $276,142 Dr. Edward Fonda, Agriculture State of California-Agricultural Research Initiative Dietary Probiotic Elimination/Fecal Odor Within Porcine Gut $12,749 Cheryl Hickman, Environmental Design Fairplex Fairplex GIS Project $18,000 Dr. Edward Fonda, Agriculture State of California-Agricultural Research Initiative Porcine Hep Cell Recovery-Treatment Human Liver Disease $65,340 Julie Holland, Extended University United States Department of Labor Entrepreneur Quest $1,309,000 Robert Gallegos, Learning Resource Center United States Department of Education Upward Bound Math and Science $430,725 Julie Holland, Extended University Southern California Edison NASA Alliance for Small Business Opportunity $250,000 Robert Gallegos, Learning Resource Center California Department of Education Summer Food Service Program $6,646 Dr. Van Garner, Extended University University of California, Office of the President English Language Development Institute $499,800 Dr. Don Hoyt/Dr. Jill Adler-Moore/Dr. Lisa Alex/Dr. Kristin Bozak/Dr. Nancy Buckley/Dr. Marie Caudill/Dr. Wendy Dixon/Dr. Sepehr Eskandari/Dr. Steve Wickler/Dr. Doug Klumpp/Dr. Michael Liang/Dr. Wei-Jen Lin/Dr. Dennis Livesay/Dr. Patrick Mobley/Dr. B.J. Pal, Science/Agriculture/Letters, Arts, and Social Sciences National Institute of Health MBRS SCORE Program $7,323,907 Dr. Van Garner, Extended University National Aeronautics & Space Administration Establishment of a New NASA Business Incubator $366,000 Dr. Barclay Hudson, Agriculture State of California-Agricultural Research Initiative City Forest Exhibit $4,000 Dr. Judith Jacobs, Science Bassett Unified School District Bassett California High School Exit Exam Project $15,000 Dr. Judith Jacobs, Science Hacienda/La Puente School District AB466 Harcourt Brace K-5 Textbook Implementation $121,000 Dr. Judith Jacobs, Science Pomona Unified School District Training All Math Teachers Grades 4-12 $72,000 Dr. Judith Jacobs, Science Claremont Unified School District Textbook Implementation of Scott Foresman Under AB 466 $45,000 Darin Johnstone, Environmental Design J. Paul Getty Trust Richard and Dion Neutra VDL II Research House $75,000 Tarun Kapoor, Hotel and Restaurant Management California Department of Education Needs Assessment of the American Evaluation Association $20,000 Tarun Kapoor, Hotel and Restaurant Management California Department of Education Professional Nutrition Education Training $70,999 Dr. Gary Kinsey, Education and Integrative Studies California Commission on Teacher Credentialing California Title II Teacher Quality Enhancement State Grant $29,750 Dawn Klein, Science Cal-HOSA, Inc. California Association of Health Occupations Students of America $150,388 Saul Landau, Letters, Arts, and Social Sciences Samuel Rubin Foundation We Don't Play Golf Here-A Documentary Project $10,000 Carolyn Lee, Science California Department of Education Public and Private Education Sector Project $70,000 Dr. Joan Leong, Science California Department of Fish and Game Bird-Foot Checkerbloom Reserve Design $58,520 22 Sponsored Program Expenditures Direct Costs F& A Costs 16M 14M 12M 10M 8M MILLIONS 6M 4M 2m 0 1997 1998 1999 2000 2001 2002 2003 Expenditures 97-98 98-99 99-00 00-01 01-02 02-03 Total $5,135,313 4,445,240 4,992,441 7,735,798 7,514,653 9,761,530 17,276,183 1,173,790 1,304,814 1,535,284 2,456,360 3,318,021 2,883,113 6,201,134 Corporate 938,955 1,669,470 1,379,093 1,321,647 1,944,467 1,357,813 3,302,280 Non-Profit and Other Support 950,389 1,728,119 1,796,114 2,483,449 1,049,032 334,792 1,383,824 8,198,447 9,147,643 9,702,932 13,997,255 13,826,173 14,337,248 28,163,421 98-99 99-00 Expenditures Federal State or Local Government Awards 97-98 $7,100,000 11,200,000 11,500,000 00-01 11,600,000 13,800,000 01-02 13,800,000 02-03 14,400,000 Total 69,600,000 23 Dr. Douglas Lewis, Agriculture Con Agra Foods, Inc. Sustagrain Cookies: A Trojan Horse $10,000 Dr. Thuan Nguyen, Engineering Gencorp/Aeroject Thermal Coating for Passive Cooling of Infrared System $39,500 Dr. Douglas Lewis, Agriculture State of California-Agricultural Research Initiative Functional Food to Lower Cardiovascular Disease $72,000 James Norfleet, Student Affairs Stuart Foundation Renaissance Scholars Program $336,129 Dr. Douglas Lewis, Agriculture State of California-Agricultural Research Initiative Sustagrain Cookies: Get Fiber into Kids $13,000 Dr. Jonathan Nourse, Science U.S. Department of the Interior History of the North Branch of the San Gabriel Fault $5,000 Dr. Michael Liang, Science Chuang Foundation Effects of Panex Notoginseng Supplement on Aerobic Capacity $7,420 Reginald Nugent, Business Coleman Foundation, Inc. Small Business Management Workshops $12,500 Dr. Wei-Jen Lin, Science State of California-Agricultural Research Initiative Regulation of Botulinum Neurotoxin Oral Toxicity $55,773 Jane Mathis Lowe, Student Affairs United States Department of Education Student Support Services $509,287 Dr. Dorothy MacNevin, Education and Integrative Studies University of California, Office of the President California Literature Project $168,000 Dr. Dorothy MacNevin, Education and Integrative Studies University of California, Office of the President California Reading Professional Development Institute $203,000 Dr. Dorothy MacNevin, Education and Integrative Studies University of California, San Diego California High School English Professional Development Institutes $35,750 Dr. Cedric Matsushima, Agriculture United States Department of Agriculture Outreach to Small and Disadvantaged Retail Establishments $22,990 Joyce McLean, Business California Department of Education Technical Assistance to Secondary Education $49,520 Cheryl Meaux, Academic Affairs Arroyo Seco Library Network Cal Poly Rose Float Collection Website Project $1,700 Dr. Mark Meskin, Agriculture Nutrilite Health Institute A Phytochemical Conference $40,000 Sowmya Mitra, Agriculture State of California-Agricultural Research Initiative Management Strategies for Growing Healthy Turf $26,668 Sowmya Mitra, Agriculture State of California-Agricultural Research Initiative Optimizing Water Usage on Golf Courses $20,000 Dr. Lisa Nelson, Education and Integrative Studies John Haynes and Dora Haynes Foundation Open Space & Community Sustainability in San Gabriel Valley $53,382 Dr. Fred Bet-Pera, Science VC Bud Jenkins Coatings Scientist Coating Student Services $13,000 Dr. Fred Bet-Pera, Science Pall Medical Student Internship Program $40,536 Dr. Fred Bet-Pera, Science City of Industry City of Industry Internship Program $43,013 Dr. Fred Bet-Pera, Science Avery Dennison Student Services $164,056 Dr. Fred Bet-Pera, Science South Coast Air Quality Management District Chemistry Student Services $50,000 Dr. Fred Bet-Pera, Science Metropolitan Water District Student Services $735,000 Dr. Fred Bet-Pera, Science South Coast Air Quality Management District Public Information Center Student Services $31,500 Dr. Fred Bet-Pera, Science South Coast Air Quality Management District Finance Division Student Services $72,000 Dr. Fred Bet-Pera, Science Hope through Housing Foundation Hope Through Housing Tutorial Service $17,470 Dr. Peggy Perry, Agriculture State of California-Agricultural Research Initiative Gardens and Farm to School Programs in California Public Schools $17,000 Dr. Peggy Perry, Agriculture California Department of Food and Agriculture A Day on the Farm Experimental Learning Activity $74,999 Dr. Peggy Perry, Agriculture California Department of Education Garden Enhanced Nutrition Education Region $20,000 Jon Phillips, Agriculture State of California-Agricultural Research Initiative The Center of Food $21,268 Dr. Amanda Podany, Letters, Arts, and Social Sciences California Postsecondary Education Commission Reading the Past $43,381 Ricardo Quintero, Learning Resource Center California Department of Education Summer Food Service Program $8,283 Ricardo Quintero, Learning Resource Center United States Department of Education Upward Bound $711,073 Dr. Amar Raheja, Science Philadelphia University Haptic Simulation of a Fabric Hand $12,500 Dr. Amar Raheja, Science Philadelphia University Fuzzy Forecasting of Women's Apparel Sales $12,000 Dr. Amar Raheja, Science Philadelphia University Fuzzy Forecasting Model-Apparel Sales $12,000 Dr. Vilupanur Ravi, Engineering Claremont Community Foundation Teaching and Learning Through Materials $1,600 Dr. Vilupanur Ravi, Engineering Northrop Grumman, Inc. High Emissivity/Low Absorptivity Thermal Control Coatings $43,793 Dr. Laurie Riggs, Science Snowline Joint Unified School District College Readiness Program Professional Development $12,000 Dr. Fred Bet-Pera, Science Criterion Catalysts and Technologies Criterion Catalysts and Technologies Student Internship Program $12,113 Consuelo Rodriguez, Student Affairs California Department of Education State Preschool Program $278,239 Dr. Fred Bet-Pera, Science Monte Vista Water District Monte Vista Water District Student Services $7,416 Consuelo Rodriguez, Student Affairs California Department of Education Children's Center-Instructional Materials $1,064 Dr. Peggy Perry, Agriculture California Department of Food and Agriculture Teach the Teachers: Garden-Based Education $5,500 Consuelo Rodriguez, Student Affairs United States Department of Education Child Care Means Parents in School Program $149,299 Mario Ruiz, Education and Integrative Studies United States Department of Education Building Bonds-Career Ladder $471,901 Dr. Stefanie Saccoman, Science City of Industry Sensor Web Investigations for Terrestrial Studies $120,000 Dr. Stefanie Saccoman, Education and Integrative Studies California State University Program Three Tier Biotechnology Project $6,093 David Still, Agriculture State of California-Agricultural Research Initiative Cultivar Development of Lettuce for Improved Nutrition & Seed $191,682 Joan Woodward, Environmental Design Los Angeles Chapter of the Sierra Club A Study for Habitat Restoration of the Woodland Farm Property $22,500 David Still, Agriculture State of California-Agricultural Research Initiative Expression of Phytochrome Gene Family $64,500 Joan Woodward, Environmental Design City of Los Angeles Cultural Affairs Department Cultural Plan for the Dunbar Hotel and The Central Avenue Corridor $3,000 Dr. Frank Torres, Learning Resource Center United States Department of Education McNair Post Baccalaureate Achievement $435,916 Dr. Richard Santillan, Education and Integrative Studies United States Department of Education Project REACH (Realizing Educational Achievement and College Honors) $676,853 Dr. Howard Turner, Engineering National Science Foundation Animation and Visualization in Engineering $75,081 Alfredo Schifini, Extended University Los Angeles County Office of Education Coordinator for Los Angeles County Office of Education $204,592 Dr. Howard Turner, Engineering United States Department of Defense Visualization and Animation in Civil Engineering $76,421 Dr. Jodye Selco, Science Fontana Unified School District Professional Development for Science Teachers $3,710 Dr. Kurt Vandervoort, Science American Chemical Society Experimental Studies of Oxygen Disorder in High-Tc Superconductors $20,994 Paul Sommers, Environmental Design California Department of Health Services Improving Dietary Intake of Low Income Households $31,650 Valentine Villa, Letters, Arts, and Social Sciences University of California, Los Angeles Long Term Care Integration Project $20,000 Paul Sommers, Environmental Design California Department of Health Services Nutrition Education Outreach and Activities of Lower Income Families $30,384 Dr. Barbara Way, Letters, Arts, and Social Sciences The Getty Grant Program Multicultural Summer Internship Grant Program $4,000 Paul Sommers, Environmental Design United States Department of Agriculture Republic of Georgia Project Development $23,866 Dr. Steve Wickler, Agriculture State of California-Agricultural Research Initiative The Energetic and Kinetics of Low Speed Trotting $27,640 Dr. Pam Sperry/Dr. Barbara Burke/Dr. Edward Walton, Science National Institute of Health MBRS RISE Program $1,478,179 Dr. Steve Wickler, Agriculture State of California-Agricultural Research Initiative Post Exercise Recovery Strategies $9,705 Dr. Glenn Stewart, Science United States Department of Agriculture General Wildlife Surveys of Mt. Baldy $8,000 David Still, Agriculture United States Department of Agriculture Molecular Genetics of Seed Dormancy $100,909 David Still, Agriculture State of California-Agricultural Research Initiative Food Safety & Supply: A Marketing & Community Response $24,422 David Still, Agriculture State of California-Agricultural Research Initiative Post Harvest Physiology of Iceberg Lettuce $12,992 David Still, Agriculture University of California, Los Angeles Research Center for Dietary Supplements $300,276 David Still, Agriculture State of California-Agricultural Research Initiative Sensor Webs for Irrigation and Water Management $50,000 David Still, Agriculture State of California-Agricultural Research Initiative Trinity Wildflowers & Native Plants: Beauty & Business $36,575 Joan Woodward, Environmental Design Fundacion La Puerta Tecate River Project: A Framework for Urban River $35,040 Joan Woodward, Environmental Design San Pedro Bay Estuary Project The Long Beach Riverlink $24,710 Joan Woodward, Environmental Design California Coastal Conservancy The San Diego Conceptual Plan $25,800 Joan Woodward, Environmental Design City of Salinas Carr Lake Basin Restoration Plan $29,166 Dr. Hofu Wu, Environmental Design Geltz Communications Field Inspection & Survey for SCE Energy Smart Thermostat Program $28,541 Dr. Carol Zitzer-Comfort, Learning Resource Center United States Department of Education College Reading Skills Program $671,689 Dr. Steve Wickler, Agriculture State of California-Agricultural Research Initiative Efficacy of a Yeast Supplement in Athletic Performance $6,000 Dr. Steve Wickler, Agriculture State of California-Agricultural Research Initiative Effects of Incline on Kinematics and Kinetics $13,844 Dr. Steve Wickler, Agriculture University of California, Davis Altitude Acclimatization Training & Performance $9,048 Dr. Nicole Wickler, Science University of California, Office of the President San Gabriel Valley Science Project $207,550 Dr. Steve Wickler, Agriculture State of California-Agricultural Research Initiative Athletic Training of Horses Based on Blood Lactates $4,311 Joan Woodward, Environmental Design Dunbar Economic Development Corporation Cultural Plan for the Dunbar Hotel and The Central Avenue Corridor $7,000 25 awarding agencies for research and sponsored programs Exempt Organizations Awards Private Organization Awards Camille and Henry Dreyfus Foundation Chuang Foundation Claremont Community Foundation Crail-Johnson Foundation Hope through Housing Foundation J. Paul Getty Trust John Haynes and Dora Haynes Foundation Kauffman Center for Entrepreneurial Leadership Pacific Coast College Health Rensselaer Center for Academic Transformation Samuel Rubin Foundation Social Science Research Council Stuart Foundation The Coleman Foundation, Inc. The Getty Grant Program Almond Board of California American Chemical Society Applied P & Ch Laboratory Avery Dennison Catalina Island Conservancy City of Industry City of Los Angeles Dunbar Economic Development Corp. Environmental Systems Research Inst. EPT Corporation Fairplex Fujisawa Healthcare, Inc. Gencorp/Aeroject Gethy-Renker Corporation Gilead Science, Inc. GOPA Consultants Harvest Research and Investment Heal the Bay Hewlett Packard Korea Ministry of Education Korean National University Landlab Los Angeles Chapter of the Sierra Club Main San Gabriel Basin Watermaster Materials Research Society Metropolitan Water District Molecular Express, Inc. Monterey County General Planning Nestle USA, Inc. Nexstar Pharmaceuticals Novocell, Inc. Rainbird, Inc. Ready Pac Rockwell Collins, Inc. Samsung Electronics America, Inc. Seeds of Peace Shinji Shumeikai Southern California Edison Spadra Landfill The IAMS Company The Rehnborg Center for Nutrition The Town of Mammoth Lakes VC Bud Jenkins Coatings Scientist Water Management Group Young Engineering Zengen, Inc. Federal Awards Arizona State University Cal State University San Bernardino Cal-HOSA, Inc. California Commission of Teacher Credentialing California Department of Education California Department of Fish and Game California Department of Health Services California Energy Commission California Postsecondary Education Commission Economic Development Administration Georgia Institute of Technology International Research and Exchange Board Mt. San Antonio College National Institute of Health National Aeronautics & Space National Science Foundation San Francisco State University United States Dept. Of Housing and Urban Development United States Department of Agriculture United States Department of Justice United States Department of the Interior United States Department of Education United States Geological Survey United States Information Agency United States State Department University of California, Los Angeles World Learning State and Local Government Awards Air Resources Board California Department of Education California Department of Mental Health California Dept of Food and Agriculture California State Coastal Conservancy California State University Program Hacienda La Puente School District Los Angeles Office of Education Mt. San Antonio College Pomona Unified School District San Bernardino County School District South Coast Air Quality Mgmt District The Regents of the University of California Trustees of the California State University System University of California, Berkley University of California, Los Angeles University of California, Oakland University of California, Office of the President University of California, San Diego Walnut Valley Unified School District Activity/Revenue The Foundation provides administrative support for $22,758,254 (as of June 30, 2003) in temporarily restricted Campus Programs agency assets and $1,482,697 (as of June 30, 2003) in temporarily restricted Scholarship agency assets of the Foundation for the benefit of the university. campus programs support Through Campus Programs and Scholarships, the Foundation provides a controlled, flexible financial management environment that supports workshops, conferences, community-related projects, scholarships and other valuable activities that enhance and enrich the university's educational goals and achievement. Campus Programs and Scholarships generated a surplus of $1.5 million and $2.5 million for fiscal years ending June 2002 and 2003 respectively before the transfer of buildings and improvements to the university in the amount of $12.3 million and $1 million for fiscal years ending June 2002 and 2003 respectively including the AgriScape Project, Collins School of Hospitality Management Phase II, the Biotech Project and the Donor Recognition Wall. Campus Programs and Scholarship revenues were $7.8 million, a decrease of 5% over the prior year generated from contributions, university programs and investment income offset by expenditures of $6.3 million, an increase of 8.6% over the prior year. Processed revenues are as follows: College of Agriculture Alumni Affairs College of Letters, Arts & Social Sciences Athletics College of Business Administration College of Extended University School of Education and Integrative Studies College of Engineering College of Environmental Design Collins School of Hospitality Management Instructional Technology Center Library College of Science University Support Total: 2001-2002 2002-2003 $1,071,795 28,331 379,526 3,340 635,724 495,515 45,654 1,211,986 602,485 1,274,251 72,651 19,654 273,807 2,169,384 $615,897 88,143 436,292 12,339 292,523 475,516 29,774 266,498 285,221 1,231,806 35,467 9,091 283,863 3,812,689 $8,284,103 $7,875,119 27 continuing education programs The Foundation accounts for revenues and expenditures for a variety of non-credit educational programs. This includes conferences, workshops and customized training programs. The College of Extended University (CEU) is the largest of the providers of these non-credit programs through the Foundation. College of the Extended University Overview The College of the Extended University (CEU) offers solutions to domestic and international constituents by combining support of a professional staff with the many resources of the campus. With the opening of the Center for Training, Technology & Incubation, the College has also become a powerful force in economic development within the Inland Empire. The College offers non-credit educational programs in such fields as human resource management, supervision and advanced computer training programs. It also provides customized training to dozens of corporate clients and has established a strong reputation for its international programs in China, Vietnam, and Europe. Through the International Center, the College develops programs that enhance campus-wide internationalization including curriculum development, faculty and staff development, international training, development and outreach, study abroad, international student programs and international student recruiting and retention. Bright Idea No. 89: Build lasting relationships Additional international student programs are offered through the Cal Poly English Language Institute (CPELI). The primary focus of the language institute is to prepare international students for academic study at an American college or university, but it also involves a significant effort in acculturation, both social and academic. Keeping pace with technological advances in education is a priority at the College of the Extended University. CEU has a strong distance education component in its LEP-Uplink program. It delivers a program to teachers throughout the state of California via the Internet and is now branching out into web instruction for businesses as well. Providing a unique dimension to Cal Poly Pomona are two business incubators located within CEU. The NASA Commercialization Center and Pomona Technology Center are charged with using the best practices of technology commercialization to help early stage technology businesses successfully launch new products. Through the efforts of these two incubators, a robust technology commercialization infrastructure is in place, capable of facilitating public-private technology development collaborations among faculty, students, and private sector entrepreneurs. Rounding out the College of the Extended University is Kellogg House Pomona. The mansion of W.K. Kellogg is the premier event center on campus as well as a popular meeting place for corporate clients and civic groups. 28 The College of Engineering and College of Science also provide customized workshops and training through the Foundation. Meat Lab The Meat Science & Processing Laboratory supports the classroom study, research and contract projects that address the discipline of meat science and processing. Via student laboratory projects, new items have been developed and approved by the USDA. These products augment the growing list of student-produced meat items offered by the unit. Ornamental Horticulture The Horticulture Unit markets an extensive selection of plants and cut flowers. Seasonal items such as poinsettias complement the various foliage, perennials, landscape colors and flower plants available yearround. Efforts continue to revolve around automating the current facility, expanding the perennial, rose and evergreen product line and tailoring products to meet the anticipated niche market at AGRIscapes. agriculture aid-to-instruction Agriculture Aid-to-Instruction Programs The Foundation assists the College of Agriculture through both administrative and financial support in the Agriculture Aid-to-Instruction Programs. Agriculture Aid-to-Instruction Programs transform theory in classroom learning into practical application. Students gain actual entrepreneurial experience as these programs give them the opportunity to bring meat, fruit, horticulture and vegetable products, as well as entertainment ventures, to the campus community and the public marketplace. Each of these programs also facilitates working together in teams, establishing close relationships with faculty and staff and augmenting this college experience, all of which result in increased retention. Arabian Horse Show More than just an essential part of the charter at Cal Poly Pomona, the Arabian Horse Show represents the colorful history and tradition of the W.K. Kellogg Arabian Horse Ranch. In honor of this tradition, which started in 1928, a show is held at 2:00 p.m. on the first Sunday of each month, October through June, weather permitting. Besides these programs, twelve shows are scheduled on Thursday mornings during the fall and spring quarters for the benefit of elementary students throughout Southern California. The Horticulture Unit partners with California Polytechnic State University, San Luis Obispo to create a float for the annual Rose Parade held each New Year's Day in Pasadena, California. Agronomy Farm The Fall Festival continued to provide an excellent venue for the College of Agriculture student clubs to generate revenue, as well as offer service back to the campus and surrounding community. As in the past couple of years, additional crops complemented the sales of pumpkins from the 45 acres planted for this event. AGRIscapes Farm Store Located on forty acres at Cal Poly Pomona, AGRIscapes integrates and showcases farming and urban landscaping practices that are sustainable, environmentally beneficial, economically viable, and technologically sound. AGRIscapes promotes agricultural and environmental literacy through research, education, and demonstrations of alternative methods to grow food, conserve water, reduce energy needs and recycle agricultural and urban waste for resource efficiency and community enhancement. The demonstration and research activities at AGRIscapes will be augmented by formal curriculum, workshops, public outreach, and training sessions developed jointly by the College of Agriculture and community partners. A new Farm Store opened in the fall of 2001-2002 providing campusgrown produce, ornamental horticulture items, meat products and locally grown produce to the anticipated customer base. Pine Tree Ranch The Pine Tree Ranch is owned by the Foundation and operated by the College of Agriculture. Located in Ventura County, this 53-acre ranch provides students with a hands-on setting for practical education and work experience. A commercial management firm is now in place and trees are being replaced with the aid of a CALAVO contract. Beef, Swine and Sheep Units These units offer experiential learning to Cal Poly Pomona students. Animals are involved in research project study factors that may affect their growth performance. Prime animals are exhibited at the Los Angeles County Fair and other local county fairs. 29 The operations of Cal Poly Pomona Foundation, Inc. continue to evolve in response to the changing university environment, while our vision remains consistent"Quality Service Supporting Quality Education." management perspective Communication is vital to our success. We are continually examining how we communicate internally and externally by tracking our performance. We recognize that diversity in disseminating information is critical to our success. Communication endeavors such as the Foundation web page, newsletters, and press releases provide opportunities to communicate the Foundation's contributions to the Cal Poly Pomona community. The awareness and understanding of the partnership between the Foundation and university has and will continue to facilitate many new opportunities. The management team and financial strength of the Foundation will continue to play a major role in assisting the university with this collaborative effort. With an ongoing emphasis on planning and continuous improvement by addressing difficulties, the Foundation's Board of Directors guides the Foundation in assessing opportunities and challenges that face the university. Executive Committee G. Paul Storey Executive Director gpstorey@csupomona.edu Our planning process identifies activities with the potential for realizing long term (strategic) dividends and objectives, which primarily focus on short term processes or (tactical) procedures. Tactical activities promote continuity of operational effectiveness, but the greatest long term benefits are derived through strategic planning. The Foundation's committed staff enthusiastically and professionally implements objectives to accomplish the many strategic and operational goals established within the organization. 30 foundation for a bright future David F. Prenovost Chief Financial Officer dfprenovost@csupomona.edu Edwin Santiago Director, Marketing esantiago@csupomona.edu Annette Pettit Andy Abelman David Prenovost Genie Apodaca Director, Human Resources gapodaca@csupmona.edu Katherine Ramsey Ernie Kawai Genie Apodaca Brenda Andrews Stephan Lauzier Brett Roth Karen Ward Edwin Santiago G. Paul Storey By providing multiple avenues for feedback such as surveys, customer response cards, the secret shopper program, advisory committees, e-mail commentary from websites and departmental/unit surveys, the Foundation allows constituents to participate and feel invested in the operations. This feedback assists the Foundation in continually evolving the way we do business. Ernest G. Kawai Associate Director, Foundation Auxiliary Operations egkawai@csupomona.edu Andy Abelman Director, Kellogg West Conference Center and Lodge amabelman@csupomona.edu Karen Ward Director, Bookstores klward@csupomona.edu Brenda Andrews Director, Foundation Housing Service bdandrews@csupomona.edu Annette Pettit (current) Senior Associate Director, Dining Services aepettit@csupomona.edu Nancy A. Levandowski (former Director) Director, Dining Services Brett Roth Assistant Director, Dining Services beroth@csupomona.edu Stephan E. Lauzier Director, Real Estate Development selauzier@csupomona.edu Katherine L. Ramsey Assistant to Executive Director/ Public Relations Specialist klramsey@csupomona.edu Bright Idea No. 2: Never compromise quality 31 FOU 32 Independent Auditors’ Report The Board of Directors Cal Poly Pomona Foundation, Inc.: We have audited the accompanying statement of financial position of the Cal Poly Pomona Foundation, Inc. (a California State University Auxiliary Organization) (the Foundation) as of June 30, 2003, and the related statements of activities and cash flows for the years then ended. These financial statements are the responsibility of the Foundation's management. Our responsibility is to express OUNDATION an opinion on these financial statements based on our audits. The financial statements of the Cal Poly Pomona Foundation as of June 30, 2002, were audited by other auditors whose report dated August 23, 2002, expressed an unqualified opinion on those statements. We conducted our audit in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards issued by the Comptroller General of the United States. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall financial statement presentation. We believe that our audit provide a reasonable basis for our opinion. In our opinion, the financial statements referred to above present fairly, in all material respects, the financial position of the Cal Poly Pomona Foundation, Inc. as of June 30, 2003, and the changes in its net assets and its cash flows for the years then ended in conformity with accounting principles generally accepted in the United States of America. In accordance with Government Auditing Standards, we have also issued a report dated August 20, 2003 on our consideration of the Foundation's internal control over financial reporting and on our tests of its compliance with certain provisions of laws, regulations, contracts, and grants. That report is an integral part of an audit performed in accordance with Government Auditing Standards and should be read in conjunction with this report in considering the results of our audit. Our audit was made for the purpose of forming an opinion on the basic financial statements taken as a whole. The supplementary information included in schedule 1 is presented for purposes of additional analysis and is not a required part of the basic financial statements. Such information has been subjected to the auditing procedures applied in the audit of the basic financial statements and, in our opinion, is fairly stated, in all material respects, in rela tion to the basic financial statements taken as a whole. VICENTI, LLOYD & STUTZMAN, LLP August 20, 2003 33 statements of financial position June 30, 2003 and 2002 Assets Current assets: Cash and cash equivalents: On hand and in commercial accounts Cash equivalents Total cash and cash equivalents Marketable securities, at fair value (note 4) Other short-term investments, at fair value (note 4) Investments restricted as to use – debt service, at fair value (note 4) Receivables: Sponsored programs (note 2) Contributions, net (note 5) Other activities, net of allowance for doubtful accounts of $67,854 for 2003 and $96,522 for 2002 Total receivables, net Inventories Prepaid expenses and deferred charges Total current assets Property, plant and equipment Land Buildings and improvements Equipment, furniture and fixtures Orchards Construction in progress Less accumulated depreciation and amortization Total property, plant and equipment Other assets: Long-term investments restricted as to use – debt service, at fair value (note 4) Long-term investments, at fair value (note 4) Contributions receivable, net of current portion (note 5) Total other assets Total assets 2003 2002 $9,992,532 2,696,501 $7,055,882 1,547,374 12,689,033 8,603,256 233,014 5,706,448 1,498,064 6,749,121 961,443 472,716 6,900,905 8,719,901 3,026,260 1,201,466 2,830,272 1,607,099 3,989,048 2,830,618 8,216,774 7,267,989 1,910,647 302,760 2,164,243 184,495 30,020,119 26,939,884 944,611 31,334,922 7,490,199 131,863 3,149,767 43,051,362 247,701 29,325,832 6,738,554 131,863 1,862,749 38,306,699 (14,642,108) (13,387,090) 28,409,254 24,919,609 9,821,974 3,378,629 546,736 13,104,949 4,443,756 13,200,603 18,095,441 $71,629,976 $69,954,934 $3,627,725 1,562,168 1,268,861 335,999 66,013 730,000 $4,907,811 1,473,593 766,106 325,863 9,067 775,000 Liabilities and Net Assets Current liabilities: Accounts payable Accrued liabilities Deferred income Deposits held in custody for others (note 2) Current portion of lease obligations (note 7) Current portion of bonds and note payable (note 6) Receipts in excess of expenditures on specific sponsored programs (note 2) 2,791,298 2,268,461 10,382,064 10,525,901 3,733,938 8,860,000 508,577 298,259 2,928,094 9,590,000 91,903 9,865 Total noncurrent liabilities 13,400,774 12,619,862 Total liabilities 23,782,838 23,145,763 25,088,884 22,758,254 24,534,288 22,274,883 47,847,138 46,809,171 $71,629,976 $69,954,934 Total current liabilities Noncurrent liabilities: Accrued liabilities (note 10) Noncurrent portion of bonds and note payable (note 6) Unitrust liability (note 2) Lease obligations (note 7) Net assets (notes 2 and 3): Unrestricted Temporarily restricted (note 11) Total net assets 34 * See accompanying notes to financial statements Total liabilities and net assets 35 statement of activities Year ended June 30, 2003 Unrestricted Revenues and support (note 9): Auxiliary activities: Sales Commissions, fees, and other Investment income (note 4) Total auxiliary activities Sponsored programs revenue Campus programs revenue: University programs support Contributions Investment income (note 4) Total campus programs revenue General activities: Investment income (note 4) Rental property Administrative fees and other revenue Total general activities Total revenues and support Net assets released from restrictions Total revenues and support and net assets released from restrictions $28,809,466 946,221 50,915 Temporarily Restricted $ Total $28,809,466 946,221 50,915 29,806,602 29,806,602 12,243,371 12,243,371 4,023,416 4,023,416 3,321,632 530,071 4,023,416 3,321,632 530,071 3,851,703 7,875,119 838,394 752,804 523,219 838,394 752,804 523,219 2,114,417 2,114,417 48,187,806 3,851,703 2,291,163 (2,291,163) 50,478,969 1,560,540 52,039,509 52,039,509 Expenses and other changes (notes 2, 9, and 10): Auxiliary activities: Bookstores Dining Services Kellogg West Conference Center Continuing Education University Village Agriculture units 11,022,764 8,484,452 1,727,990 3,996,630 2,537,583 1,378,409 11,022,764 8,484,452 1,727,990 3,996,630 2,537,583 1,378,409 Total auxiliary activities 29,147,828 29,147,828 10,819,148 1,345,142 10,819,148 1,345,142 12,164,290 12,164,290 5,649,536 665,043 5,649,536 665,043 6,314,579 6,314,579 606,357 1,133,561 606,357 1,133,561 1,739,918 1,739,918 557,758 557,758 49,924,373 49,924,373 Sponsored programs expenses: Direct expenses Indirect expenses Total sponsored programs expenses Campus programs expenses: University programs support Scholarships Total campus programs expenses General expenses: Rental property expense Administrative Total general expenses Designated expenses (note 3) Total expenses Other changes – transfer of fixed assets (note 9) Total expenses and other changes Total change in net assets Net assets at beginning of year Net assets at end of year 1,077,169 1,077,169 49,924,373 1,077,169 51,001,542 554,596 483,371 1,037,967 24,534,288 22,274,883 46,809,171 $25,088,884 $22,758,254 $47,847,138 * See accompanying notes to financial statements statement of activitiess Year ended June 30, 2002 Unrestricted Revenues and support (note 9): Auxiliary activities: Sales Commissions, fees, and other Investment income (note 4) Total auxiliary activities Sponsored programs revenue Campus programs revenue: University programs support Contributions Investment income (note 4) Total campus programs revenue General activities: Investment income (note 4) Rental property Administrative fees and other revenue Total general activities Total revenues and support Net assets released from restrictions Total revenues and support and net assets released from restrictions Expenses and other changes (notes 2, 9, and 10): Auxiliary activities: Bookstores Dining Services Kellogg West Conference Center Continuing Education University Village Agriculture units Total auxiliary activities Sponsored programs expenses: Direct expenses Indirect expenses Total sponsored programs expenses Campus programs expenses: University programs support Scholarships Total campus programs expenses General expenses: Rental property expense Administrative Total general expenses Designated expenses (note 3) Total expenses $27,740,819 1,065,725 25,775 Total expenses and other changes Total change in net assets Net assets at beginning of year Net assets at end of year $ Total $27,740,819 1,065,725 25,775 28,832,319 28,832,319 13,826,172 13,826,172 2,978,037 2,978,037 4,564,345 741,721 5,306,066 2,978,037 4,564,345 741,721 8,284,103 987,534 719,607 301,200 987,534 719,607 301,200 2,008,341 2,008,341 47,644,869 5,306,066 2,829,078 (2,829,078) 50,473,947 2,476,988 52,950,935 52,950,935 10,563,951 8,075,800 1,789,898 4,414,318 2,519,242 1,169,909 10,563,951 8,075,800 1,789,898 4,414,318 2,519,242 1,169,909 28,533,118 28,533,118 11,052,430 1,349,966 11,052,430 1,349,966 12,402,396 12,402,396 5,338,420 468,695 5,338,420 468,695 5,807,115 5,807,115 528,684 930,581 528,684 930,581 1,459,265 1,459,265 569,015 569,015 48,770,909 48,770,909 12,321,380 12,321,380 49,326,154 12,321,380 61,647,534 1,147,793 (9,844,392) (8,696,599) 23,386,495 32,119,275 55,505,770 $24,534,288 $22,274,883 $46,809,171 Other changes – transfer of fixed assets (note 9) Other changes – loss on defeasement of bonds (note 6) Temporarily Restricted 555,245 555,245 37 statement of cash flows Years ended June 30, 2003 and 2002 Cash flows from operating activities: Change in net assets Adjustments to reconcile change in net assets to net cash provided by operating activities: Depreciation and amortization Realized and unrealized gains and losses on investments, net Loss on disposal of fixed assets Transfer of fixed assets Changes in operating assets and liabilities: Receivables Inventories Prepaid expenses and deferred charges Accounts payable Accrued liabilities Deferred income Deposits held in custody for others Receipts in excess of expenditures on specific sponsored programs Unitrust liability Net cash provided by operating activities Cash flows from investing activities: Purchases of fixed assets Purchases of investments Proceeds from sales and maturities of investments Net cash used in investing activities 2003 2002 $1,037,967 $(8,696,599) 1,925,446 (186,872) 80,107 1,077,169 1,637,750 (332,403) 272,420 12,321,380 116,342 253,595 (118,266) (1,280,085) 894,419 502,755 10,136 (43,539) 273,852 (7,859) 460,653 447,308 (28,083) 84,159 522,837 416,674 5,252,224 (985,554) (66,753) 5,336,732 (6,217,960) (4,000,000) 9,645,217 (572,743) (9,532,882) (7,222,454) 14,328,598 (2,426,738) Cash flows from financing activities: Repayments of principal on capital lease obligations Repayments of principal on bonds payable Proceeds from issuance of bonds payable Decrease in debt reserve funds Net cash provided by (used in) financing activities Net increase in cash and cash equivalents 190,363 (593,704) 4,085,777 (5,515,000) 5,295,000 447,093 227,093 3,137,087 Cash and cash equivalents, beginning of year 8,603,256 5,466,169 $12,689,033 $8,603,256 $442,538 $598,298 Cash and cash equivalents, end of year Supplemental disclosure of cash flow information: Interest paid during the year, net of amounts capitalized of $152,743 for 2002 Noncash investing and financing activities: The Foundation entered into capital lease obligations for office equipment totaling $354,407 in 2003 and $10,990 in 2002. (9,067) (775,000) * See accompanying notes to financial statements 39 Note (1) Organization Cal Poly Pomona Foundation, Inc. (the Foundation) was organized as a nonprofit corporation and auxiliary organization of California State Polytechnic University, Pomona (the University) in 1966. The Foundation assists the University in several ways, including the development and administration of research and education grants and contracts; conducting campus bookstore, dining services, apartment style housing, and conference center operations; the accumulation and management of endowment and student scholarship funds on behalf of the University; and the administration of various educationally related functions, special programs, and other activities. Note (2) Summary of Significant Accounting Policies (a) Basis of Presentation The accompanying financial statements have been prepared using the accrual basis of accounting. Revenues, gains, expenses, and losses are classified based on the existence or absence of donor imposed restrictions. Accordingly, net assets and changes therein are classified and reported as follows: s Unrestricted net assets - Net assets that are not subject to donorimposed stipulations and that may be expendable for any purpose in performing the primary objectives of the Foundation s Temporarily restricted net assets - Net assets subject to donor-imposed stipulations that may or will be met either by actions of the Foundation and/or the passage of time s Permanently restricted net assets - Net assets that are permanently restricted by donors for investment in perpetuity. The investment income generated from these funds is available for general support of the Foundation's programs and operations. There were no permanently restricted net assets as of June 30, 2003 and 2002. notes to financial statements (b) Cash and Cash Equivalents Cash and cash equivalents consist primarily of fixed income securities of the United States government, corporate bonds with original maturities of three months or less when purchased, and investments in the State Treasurer's Local Agency Investment Fund and state investment pools. (c) Concentration of Credit Risk - Cash The Foundation maintains its cash balances at one financial institution and is exposed to credit risk for amounts exceeding federally insured limits ($100,000) in the event of nonperformance by the financial institution. The Foundation has not experienced any losses in such accounts and believes it is not exposed to any significant credit risk for cash and cash equivalents. Total amounts uninsured at June 30, 2003 and 2002 were $1,947,701 and $3,698,849, respectively. (d) Investments Investments in equity securities with readily determinable fair values and all investments in debt securities are reported at fair value with gains and losses included in the accompanying statements of activities as investment income. Fair values of investments are based on quoted market prices. The Foundation does not require collateral or other security to support financial instruments subject to credit risk. However, it is the Foundation's policy to invest in only high-grade securities. 40 Bright Idea No. 239: Carry enough supplies financial position and a corresponding liability has been recorded to reflect the present value of required lifetime payments to the named beneficiaries. (j) Sponsored Programs (Grants and Contracts) The Foundation serves as administrator for grants and contracts awarded to the Foundation on behalf of the University by government and private institutions. The Foundation recognizes income from these grants as sponsored programs revenue only to the extent that expenditures have been made for the purposes specified by the grant agreement. Program expenditures incurred by the Foundation which have not yet been reimbursed under the terms of the grant agreements are shown in the accompanying statements of financial position as "sponsored programs receivables." Amounts received by the Foundation in advance of expenditures are presented in the accompanying statements of financial position as liabilities captioned as "receipts in excess of expenditures on specific sponsored programs." (k) Donor-Restricted Contributions Unconditional promises to give are recognized as contributions when received at the net present value of the amounts expected to be collected. (e) Contributions Receivable Contributions receivable expected to be received beyond one year are recorded at the net present value of anticipated future cash flows. The discount rate used during the years ended June 30, 2003 and 2002 was 6%. (f) Inventories Inventories, consisting primarily of textbooks and food supplies, are stated at the lower of cost (weighted average) or market. (g) Property, Plant, and Equipment Property, plant, and equipment are stated at cost or, if donated, at their estimated fair market value at the date of donation. Depreciation is provided using the straight-line method over the assets' estimated useful lives, which range from 3 to 30 years. The Foundation capitalized $152,743 of interest costs related to construction of the continuing education complex during the year ended June 30, 2002. (h) Deposits Held in Custody for Others Funds administered by the Foundation on behalf of Universityaffiliated auxiliary organizations are recorded as deposits held in custody for others and are recorded as a current liability. It is management's belief that the Foundation is acting as an agent for the transactions of these ancillary organizations. Accordingly, the financial activities of such organizations have not been recorded in the accompanying statements of activities. (i) Unitrust Liability The Foundation administers irrevocable charitable remainder trusts that provide for the payment of lifetime distributions to the trustors or other designated beneficiaries. Upon the demise of the lifetime beneficiary, the trusts provide for the distribution of assets to the Foundation for the benefit of campus organizations. Remainder trust funds designated to the campus organizations are recorded as donations in the accompanying financial statements in the years received. The fair value of the trusts' assets has been included in the accompanying statements of Contributions are considered available for unrestricted use unless specifically restricted by the donor. Amounts received that are designated for future periods or restricted by the donor for specific purposes are reported as temporarily restricted or permanently restricted support that increases those net assets classes. When a donor restriction expires, that is, when a stipulated time restriction ends or purpose restriction is accomplished, temporarily restricted net assets are reclassified as unrestricted net assets and reported in the accompanying statements of activities as net assets released from restrictions. (l) Expense Allocation Expenses that can be identified with a specific program or supporting service are charged directly to the related program or supporting service. Expenses that are associated with more than one program or supporting service are allocated based on an evaluation by the Foundation's management. Program service expenses, consisting of sponsored programs expenses, campus programs expenses, and auxiliary activities, less the general and administrative allocation to auxiliary activities, totaled $45,844,434 and $45,017,034 for the years ended June 30, 2003 and 2002, respectively. (m) Estimates In preparing financial statements in conformity with accounting principles generally accepted in the United States of America, management is required to make estimates and assumptions that affect the reported amounts of assets and liabilities and the disclosure of contingent assets and liabilities at the date of the financial statements and revenues and expenses during the reporting period. Actual results could differ from those estimates. n) Income Taxes The Foundation is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code and state franchise taxes under Section 23701(d) of the California Revenue and Taxation Code. o) Reclassifications Certain June 30, 2002 amounts have been reclassified to conform with the June 30, 2003 presentation. 41 Note (3) Designated Net Assets The following are the unexpended net asset balances that have been designated for specific purposes by the board of directors as of June 30: Agriculture state share reserve Equipment replacement Faculty/staff housing Foundation emergency reserve Indirect cost disallowance Interim Design Center Pine Tree Ranch reserve Postretirement medical benefits Venture capital reserve Voorhis Fellowship Other 2003 2002 $75,000 2,786,616 $75,000 2,042,803 15,000 120,152 125,936 1,127,950 120,152 140,273 692,716 11,991 227,142 472,077 Note (4) Investments Foundation investments are generally publicly traded debt and equity securities and are recorded at fair value. Investments consist of the following at June 30: 2003 2002 $0 115,334 15,413,088 233,014 $3,055,492 113,629 16,684,949 1,498,064 $15,761,436 $21,352,134 Corporate debt securities Treasury notes Commercial paper Equity securities Investments by type 124,689 293,571 35,843 28,763 11,530 $4,554,730 $3,972,474 Marketable securities Other short-term investments Long-term investments Current and noncurrent investments 2003 2002 $233,014 5,706,448 9,821,974 $1,498,064 6,749,121 13,104,949 $15,761,436 $21,352,134 Expenditures of Board-designated program activities for the years ended June 30, 2003 and 2002 are summarized as follows: Athletic program News and publications Office of Development Special Foundation grants Public relations 2003 2002 $40,000 152,765 23,594 12,175 329,224 $80,000 186,977 40,437 4,674 256,927 $557,758 $569,015 Investment return for the years ended June 30, 2003 and 2002 is as follows: Net realized and unrealized gains and losses Interest and dividend income 2003 2002 $109,934 $228,560 1,309,446 1,526,470 $1,419,380 $1,755,030 Investment return is allocated to various activities as follows in 2003 and 2002: Bright Idea No. 32: Service with a smile Auxiliary activities Campus programs General fund activities 2003 2002 $50,915 530,071 838,394 $25,775 741,721 987,534 $1,419,380 $1,755,030 The Foundation also maintains debt reserve funds required by its bond covenants. The debt reserve funds consist of the following at June 30: Cash equivalents Corporate Debt Securities U.S. government obligations 42 2003 2002 $24,743 400,643 536,057 $72,318 $961,443 $1,019,452 947,134 Note (5) Contributions Receivable Contributions receivable are expected to be received as follows at June 30, 2003 and 2002: Within one year Within two to five years After five years 2003 2002 $1,289,741 3,342,345 200,000 $1,742,737 4,979,945 596,400 4,832,086 7,319,082 (88,275) (135,638) (163,716) (1,132,589) $4,580,095 $6,050,855 Less allowance for uncollectible contributions Less discount to reflect contributions receivable at present value Note (6) Bonds and Line of Credit A summary of bonds payable at June 30, 2003 and 2002 follows: 2003 2002 Bonds collateralized by the unrestricted revenues of the Foundation - Series 2000 Bonds (b) $4,945,000 $5,070,000 Bonds collateralized by the unrestricted revenues of the Foundation - Series 2002A Bonds (c) 4,645,000 5,295,000 9,590,000 10,365,000 (730,000) (775,000) $8,860,000 $9,590,000 Less current portion Noncurrent portion of bonds payable (a) In fiscal year 1991, the Foundation issued Series 1990 B Bonds in the amount of $8,000,000 to finance construction of a student housing facility (Phase II of II), which began in September 1991. The facility is located on land leased from the University. During fiscal year 1994, the Foundation negotiated to restructure the conditions of the bonds. During fiscal year 2002, the Foundation issued refunding bonds, Series 2002A to refund and defease the 1990 B Bonds, and $555,245 was written off in the defeasement of the 1990 B Bonds (see note below (c)). The holders of the 1990 B Bonds were paid in full from account on February 1, 2003 and the debt has been completely defeased. (b) In fiscal year 2001, the Foundation issued its Auxiliary Organization Bonds, Series 2000 in the amount of $5,070,000 to finance a portion of the construction of three buildings to house the University's continuing education complex. The continuing education complex, referred to as the Center for Technology and Training and Incubation Center (the CTTI), will also include two federally funded business incubators, classrooms, computer labs, commercial space for a Foundation bookstore and café, and other auxiliary activities. The Series 2000 Bonds are general obligations of the Foundation and are secured principally by the unrestricted revenues of the Foundation. The CTTI is located on land leased from the University. The bonds bear interest at varying rates averaging 5.4%; semiannual deposits are made into a debt reserve fund 45 days in advance of interest payments in an amount equal to the required interest payment plus one-half of the principal of the bonds becoming due in the immediate 12 months. The bonds are redeemable at the option of the Foundation on any interest payment date on or after February 1, 2011 through January 31, 2012 at 101% and at 100% from February 1, 2012 and thereafter. The principal balance of the bonds is due in 2025. defease the 1990B Series Bonds. The Series 2002A Bonds are general obligations of the Foundation and are secured principally by the unrestricted revenues of the Foundation. The bonds bear interest at varying rates averaging 4.3%; semiannual deposits are made into a debt reserve fund 45 days in advance of interest payments in an amount equal to the required interest payment plus one-half of the principal of the bonds becoming due in the immediate 12 months. The bonds are not subject to optional redemption. The principal balance of the bonds is due in 2010. (d) In fiscal year 2002, the Foundation entered into an unsecured revolving line of credit for $2,000,000 for purposes of working capital and a $1,000,000 unsecured loan limit to provide bridge financing for local real estate purchases of housing (limited to single-family resi dences) for faculty and staff of the University. The notes are renewable annually and the outstanding principal balances bear interest at the bank's prime rate or 2.5% above the LIBOR rate. The line of credit matures in November 2003. There were no balances outstanding as of June 30, 2003 and June 30, 2002. Future minimum principal payments on bonds are as follows: Year ending June 30: 2004 2005 2006 2007 2008 Thereafter $730,000 755,000 780,000 815,000 835,000 5,675,000 $9,590,000 Interest expense on the bonds payable totaled $587,718 and $598,298 for the years ended June 30, 2003 and 2002, respectively. (c) In fiscal year 2002, the Foundation issued its Auxiliary Organization Bonds, Series 2002A in the amount of $5,295,000 to refund and 43 Year ending June 30: Note (7) Leasing Commitments Operating Leases As Lessee The Foundation has a food service agreement with the trustees of the California State University. The agreement is renegotiated annually and requires that the Foundation pay for the use of Los Olivos Commons, based on 6% of gross annual sales of the residence hall food service facility. For the years ended June 30, 2003 and 2002, such amount totaled $267,340 and $246,780, respectively, which was included in rent expense. Land and certain facilities used in the Foundation operations are leased for a nominal amount from both the state of California and the University. The leases are in effect with various termination dates between 2010 and 2025. The Foundation has various non-cancelable operating lease agreements for office and conference space and office equipment, with terms ranging from 36 to 60 months. Future minimum payments under non-cancelable operating lease agreements at June 30, 2003 are as follows: Year ending June 30: 2004 2005 2006 2007 $123,396 69,325 60,550 1,317 Total $254,588 Capital Leases As Lessee The Foundation has various non-cancelable capital lease agreements for office equipment with terms ranging from 41 to 60 months and interest ranging from 8.5% to 10.0%. Future minimum payments under non-cancelable capital lease agreements at June 30, 2003 are as follows: Year ending June 30: 2004 2005 2006 2007 2008 Thereafter Total $66,013 73,801 70,881 70,881 70,881 11,815 $364,272 As Lessor Land, office and certain facilities are leased to the American National Red Cross, state of California and the University. Some of the leases are all-inclusive while other leases require the tenants to pay a pro-rata share of common area maintenance and are in effect with various termination dates between 2005 and 2058. Future minimum payments under non-cancelable operating lease agreements at June 30, 2003 are as follows: 44 2004 2005 2006 2007 2008 Thereafter Total 671,694 837,451 978,414 359,370 359,370 18,477,608 $21,683,907 Note (8) Pension Plan The Foundation participates in a multi-employer defined benefit plan through the California Public Employees' Retirement System (PERS) which covers substantially all regular full-time employees of the Foundation. PERS acts as a common investment and administrative agent for participating public entities with the state of California and reports information to the Foundation in accordance with reporting standards established by the Governmental Accounting Standards Board. The effects of adopting the reporting provisions of the FASB on the financial statements as of June 30, 2003 versus the information provided by PERS have been determined to be immaterial to the Foundation's financial statements taken as a whole. The Foundation's policy is to fund pension costs as incurred. No pension expense was recorded in the accompanying statements of activities for the years ended June 30, 2003 and 2002. PERS has notified the Foundation that due to a sluggish economy and lower stock prices the contribution rate for the year ended June 2004 will be 4.012% and is estimated to be 8.1% for fiscal year 2005. The following table sets forth the most recent information provided by PERS which is as of June 30, 2001 (the latest date for which information is available): Present value of benefits: Active members Transfers Separated members Receiving payments Total Present value of future employer normal costs Present value of future employee contributions $15,093,768 1,854,920 1,278,339 7,425,579 25,652,606 6,074,179 2,929,264 Entry age normal accrued liability $16,649,163 Actuarial value of assets: Employer reserves Active employee account balances $19,621,874 2,602,707 Total valuation assets $22,224,581 Note (9) Transactions with the University and University Educational Trust The Foundation and the University provide various services on each other's behalf. Such services are appropriately billed. At June 30, 2003 and 2002, receivables from other activities and due from the University are approximately $2,346,802 and $999,213, respectively. Accounts payable include approximately $949,932 and $1,595,886 due to the University at June 30, 2003 and 2002, respectively. Amounts billed by the Foundation and included in revenues for the years ended June 30, 2003 and 2002 totaled approximately $6,569,617 and $6,650,416, respectively. Amounts billed to the Foundation and included in expenses for the years ended June 30, 2003 and 2002 totaled approximately $4,293,358 and $4,002,703 respectively. During the year ended June 30, 2003 and 2002, the Foundation transferred fixed assets totaling $1,077,169 and $12,321,380, comprised of newly constructed buildings and renovations for various colleges to the University. The University assumed ownership and management of these facilities. Note (10) Other Postretirement Benefits In addition to the Foundation's multi-employer defined benefit pension plan, the Foundation sponsors a defined benefit health care plan that provides postretirement medical benefits to full-time employees who have at least 5 years of service and attained age 50 while in service with the Foundation. The plan is contributory up to a predetermined cap. The Foundation's maximum contribution will increase by no more than 5% per year. The Foundation's policy is to fund the cost of medical benefits in amounts determined at the discretion of management. The following table summarizes the Foundation's accrued postretirement benefit cost recorded in accrued liabilities in the accompanying statements of financial position: 2003 2002 $9,215,402 - $6,704,039 - Funded status $(9,215,402) $(6,704,039) Accrued benefit cost recognized in the statements of financial position $(3,733,938) $(2,928,094) Weighted average assumptions as of June 30: 6.50% Discount rate N/A Expected long-term rate of return on plan assets 7.00% N/A Benefit obligation at June 30 Fair value of plan assets at June 30 For measurement purposes, the 2003 annual assumed rate of increase in the per capita cost of covered benefits (i.e., health care cost trend rate) is 9% for those younger than 65 years of age and 10% for those age 65 and older for 2003, and is assumed to decrease gradually to a maximum of 5.5% in 2005 and thereafter. Benefit cost Employer contributions Plan participants' contributions Benefits paid 2003 2002 $1,079,736 273,891 0 $273,891 $977,529 297,088 0 $297,088 Note (11)Temporarily Restricted Net Assets Temporarily restricted net assets totaling $22,758,254 and $22,274,883 at June 30, 2003 and 2002, respectively, are restricted for campus programs activities. bright smiles 45 combining statement of financial position June 30, 2003 and 2002 Assets: Current Assets Cash and cash equivalents: On hand and in commercial accounts Cash equivalents Total cash and cash equivalents Marketable securities, at fair value (note 4) Short-term investments, at fair value (note 4) Investments restricted as to use – debt service, at fair value (note 4) General Designated Auxiliary Activities Sponsored Programs $9,898,105 1,897,027 $1,200 212,809 $84,547 579,804 $1,000 11,795,132 214,009 664,351 1,000 75,584 5,591,115 5,666,699 Receivables: Sponsored programs (note 2) Contributions, net (note 5) Other activities, net of allowance for doubtful accounts of $67,854 for 2003 and $ 69,522 for 2002 Total receivables, net Inventories Prepaid expenses and deferred charges Due (to) from other activities Total current assets Property, plant, and equipment: Land Buildings and improvements Equipment, furniture, and fixtures Orchards Construction in progress Less accumulated depreciation and amortization Total property, plant, and equipment Other Assets: Long-term investments restricted as to use-debt service, at fair value (note 4) Long-term investments, at fair value (note 4) Contributions receivable, net of current portion (note 5) Total other assets Total assets 961,443 — 961,443 — 3,026,260 462,059 3,500 2,859,317 462,059 3,500 2,859,317 3,026,260 194,256 (24,466,757) 8,131,251 1,899,169 106,625 (155,258) 375 787,558 (6,348,611) 8,348,760 6,335,647 3,815,193 3,701 212,000 25,842,276 6,475,541 131,863 2,268,483 34,930,163 (12,391,817) 2,302,195 1,005,966 1,184,868 76,032 3,384,193 (1,695,046) 3,701 1,689,147 3,701 22,538,346 1,184,868 9,821,974 $5,162,510 — $8,352,461 — $28,873,993 — $5,000,061 $486,861 1,109,117 562,263 $63,793 $1,459,318 409,648 705,738 $1,011,166 12,729 1,184,868 9,821,974 Liabilities and Net Assets: Current Liabilities: Accounts payable Accrued liabilities Deferred income Deposits held in custody for others (note 2) Current portion of lease obligations (note 7) Current portion of bonds and note payable (note 6) Receipts in excess of expenditures on specific sponsored programs (note 2) Total current liabilities Noncurrent Liabilities Accrued liabilities (note 10) Noncurrent portion of bonds and note payable (note 6) Unitrust liability (note 2) Lease obligations (note 7) Total noncurrent liabilities Total liabilities Net assets (note 2 and 3) Unrestricted Temporarily restricted (note 11) Total net assets 46 Total liabilities and net assets 659 730,000 65,354 2,223,595 63,793 3,733,938 3,305,363 2,791,298 3,815,193 8,860,000 298,259 298,259 3,733,938 8,860,000 — 2,521,854 3,797,731 12,165,363 3,815,193 2,640,656 4,554,730 16,708,630 1,184,868 2,640,656 4,554,730 16,708,630 1,184,868 $5,162,510 $8,352,461 $28,873,993 $5,000,061 Supplemental Information Schedule 1 Campus Programs 2003 Total 2002 Total $7,680 6,861 $9,992,532 2,696,501 $7,055,882 1,547,374 14,541 12,689,033 8,603,256 157,430 115,333 233,014 5,706,448 961,443 1,498,064 6,749,121 472,716 272,763 6,900,905 8,719,901 1,201,466 3,026,260 1,201,466 2,830,272 1,607,099 664,172 3,989,048 2,830,618 1,865,638 8,216,774 7,267,989 11,478 1,504 15,703,206 1,910,647 302,760 — 2,164,243 184,495 — 17,869,130 30,020,119 26,939,884 728,910 2,005,583 8,692 805,252 3,548,437 (555,245) 944,611 31,334,922 7,490,199 131,863 3,149,767 43,051,362 (14,642,108) 247,701 29,325,832 6,738,554 131,863 1,862,749 38,306,699 (13,387,090) 2,993,192 28,409,254 24,919,609 9,821,974 546,736 13,104,949 3,378,629 3,378,629 $24,240,951 3,378,629 13,200,603 $71,629,976 4,443,756 18,095,441 $69,954,934 $606,587 30,674 860 335,999 $3,627,725 1,562,168 1,268,861 335,999 66,013 730,000 $4,907,811 1,473,593 766,106 325,863 9,067 775,000 2,791,298 10,382,064 2,268,461 10,525,901 3,733,938 8,860,000 508,577 298,259 2,928,094 9,590,000 91,903 9,865 508,577 13,400,774 12,619,862 1,482,697 23,782,838 23,145,763 22,758,254 25,088,884 22,758,254 24,534,288 22,274,883 22,758,254 47,847,138 46,809,171 $24,240,951 $71,629,976 $69,954,934 974,120 508,577 Bright Idea No. 348: Make guests feel at home * See accompanying notes to combining statements of financial position 47 Tear it apart · Brush off the dust · Advance the rate · Transform the grip · Vary the form · Protect it with glass · Keep your humor · Swap a single part · Force it together · Modify the front, back, sides, top, bottom · Smooth the rough edges · Analyze the errors · Improve the harmony · Make it helpful · Gild it with gold · Make it smaller · Make it jump · Attach different instru ments to it · Make some parts bigger · Ask the experts · Get your facts straight · Play with it · Divide it up in dif ferent ways · Ice it down · Find something good about it · List other uses · Lift it up · Judge alternatives · Expand the limits · Make an example of it · Correct the level · Strengthen it with iron · Tool it in leather · Join parts in new ways · Keep it simple · Understate · Laugh about it · Make it smarter · Raise it higher · Adjust the rhythm · Add time · Electrify · Move a mountain · Change the lettering · Reverse motion · Vary the apparatus · Make it lighter · Put it together in a different way · Replace the middle · Give it a kick · Translate to another language · Mold it in metal · Increase memory · Pour liquids into it · Reduce the tempo · Put it on a shelf · Fold it up · Make it shorter · WHAT MAKES A BRIGHT IDEA EVEN BRIGHTER? · Change the measure · Meet with others · Exaggerate · Make it friendly · Machine the parts · Develop a detailed enumeration · Vary the units · Another viewpoint · Modify the mass · Attract attention with it · Find another way · Find other uses · Build a bread board · Carve it into wood · Ask a child · Survey the industry · Swap tops · Consider solid, liquid, gas phases · Make it better · Bulk up the weight · Twist it · Increase quality · Add textures · Automate · Wave it around · Take the path less traveled · Bridge the gap · Weather-proof it · Make it work · Sharpen the edges · Wash it · Write a guide for it · Polish the buttons · Turn it around · Chain it together · Make it more distinctive · Discuss it with others · Another angle · Clock the speed · Make it fly · Add exam ples · Slice it up · Make it narrower · Make it fail safe · Go for a swim · Switch win dows · Vary the content · Drain it to the bilge · Go for a walk · Make it wider · Mold it in wax · Ask how high? · Make it ring · Upgrade the wiring · Add a door · Create a working model · Make it last a long time · Add a brake · Put a cork in it · Make it more streamlined · Box it up · Cushion the shock · Exchange cores · Replace the frame · Bottle it · Miniaturize · Make it bigger · Add sound · Overhaul the engine · Roll the dice · Add sound effects · Knit it in wool · Sand the rough spots · Pick a number · Write about it · Dig a mole hole · Oil the parts · Make it more durable · Try something new · Observe closely · Tweak the process · Convert power · Exchange parts · Write copious notes · Flavor to taste · Reverse action and reaction · Think "Barbecue" · Make it lower · Rub it · Get a second opinion · Occupy less space · Make it use less room · Make it three dimensional · Paint it · How does it smell? · Sleep on it · Make it stronger · Roll it around · Organize the process · Give it a name · Make it simpler · Transform the operation · Correct how it runs · Change the order · Follow a different set of rules · Replace the bulbs · Play it to music · Switch purposes · Write a paper · Spindle it · Make it easy · Illustrate it · Substitute people · Alter the size · Make it brighter · Exchange relationships · Replace the siding · Enrich it with silver · Trade places · Make it more effective · Bake it · Record your results · Polish the surface · Re-position · Pull, don't push · Adjust the adjustability · Read · Smooth it with silk · Add functions · Sharpen a point · Shake it · Choose something else · Lighten it · Ask ques tions · Run by land, by sea, by air · Alter the seating · Make less noise · Think "Hamburger" · Expand the dimensions · Change the temperature · Expand the range · Zoom in/out · Make it more natural · Make it louder · Substitute a different scale · Chisel it in stone · Teach others about it · Test it thor oughly · Color it · Connect another system · Revise something · Put theory into practice · Switch sup ports · A different thought · Add other parts · Think inside, outside, beneath, above, beside the box · Other times · Try it in summer, fall, winter, spring · Issue a statement · Stretch it out · Make it more effi cient · Go deeper · Can it with tin · Roughen the surface · Restructure · Make it transportable · Talk about it · Go backwards and forward · Make it economical · Push, don't pull · Other ways to stop · Entertain suggestions · Add new ingredients · Ring it with brass · Reverse cause and effect · Change the way it's built · Get it dirty · Concentrate it · Make it in steel · Vary a stitch · Boil it · Exchange the can vas · Balance it · Change the behavior · Make it more understandable · Convert a step · Make it more comfortable · Other ways to start · Full steam ahead · Compare it to the competition · Increase current · Lengthen it · Shuffle and resort the parts · Transform the base · Change the focus · Trade stages · Augment the controller · Add aroma · Experiment · Look at the layers · Alter the action · Make it more flexible · Curve the straight lines · Clad it with copper · Make a decision with it · Have it make copies · Alter its direction · Utilize another development · Make it faster · Elaborate the design · Scour history for priors · Put a cover on it · How are you going to distribute it? · Amend the authority · Add motion · Educate yourself in the ory · Revise the body · Switch the connections · Make it amusing · Identify significant events · Compress it · Keep it clean · Drill a hole into it · Modify the amount · Make it more maintainable · Do something on impulse · Vary con ditions · Enrich with art · Substitute color schemes · Add more to it · Change the focus · Look at it from a distance · Heat it up · Try it night and day · Swap substances · Group things together · Rise higher · Reason things out · Smooth it out in linen · Save your senses · Compose narrative · Try something else BIENNIAL REPORT CREATIVE TEAM: Edwin Santiago · Kathy Ramsey · Alex Hernandez · Laura Orozco · Suzanne Montoya PHOTOS BY: Edwin Santiago