Annual Report Design.qxd - Cal Poly Pomona Foundation, Inc.

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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.
SATINGIN s MORGAN T. SAVERCOOL s KAREEN SCARLETT s JAMIE L. SCHADE s LAWRENCE SCHIEL s NICHOLAS A. SCHILLING s HEATHER E. 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 s ISMAEL B. SERRANO s 2001-2002 & 2002-2003 s LAURA SETIA s NIKHIL V. SHARMA s J s JAY W. SHARP s STACIE A. SHELLNER s CHUNYING SHEN
JENNIFER SHEN s AMANDA L. SHERMAN s LISA A. SHIGETA s MICHAEL P SHIH s STEPHEN D. SHUGART s NICOLE A. SHULTZ s CAL POLY POMONA FOUNDATION BIENNIAL REPORT s JOCELYN P. SIA s JLEANDER 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 s MARIA E. SOLORZANO s RAUL SOTELO s BRIANNE L.
SPALDING s KIMBERLY A. SPECTOR s EDWIN SANTIAGO s SEAN K. SPIVEY s RICHARD A. SPRAGUE s ADITYA SREEVATSA s JEFFREY A. STANDARD s RENATE L. 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. 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
KARLOIAN L. ARENAS s 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 s 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. BETANCOURT 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 BOTTRELL 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
OLIVIA BRITTAIN s CHRISTOPHER BRODEUR s LINDA BROOKS s DEBORAH BROWN s DIONNA BROWN s DENISE BROWN-HICKS s CHRISTINE BUEHLMAIER s RUBE BUENROSTRO-BARAJAS s MARY BURGER s RANDALL BURGER s MAURICIO BURGOS
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 CARRILLO s DELIA V. CASADOS s JOANNE T. CASEY s MICHAEL T. CASNER s CHRISTOPHER R
CASTANEDA s 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 CHA
CON s ROBERT J. CHACON s TANYA E CHAMADIA s NATALIE CHAN s PUI 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.
“Bright ideas come from bright individuals.”
G. Paul Storey
Executive Director
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 s 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 s 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 s JAMES DABGOTRA s MOHAMAD DABOUSSI s NHI LE DAM s JAIME I. DANCE s MICHAEL T. DANG s SHANE B. DASS s DARRYL T. DAUGHERTY s C. OTIS DAVIS s JENTRY R. DAVIS s VAN E DAVIS s BARRETT E. DEESING
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
JOSEPH C. DOMINGUEZ s RACHEL P DOMINGUEZ s DOMINIC J. DONATONI s ZACHARY V. DOUGLAS 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. DURA
ZO s CARROL L DURK s ERIC R. DUVALL s ROSE A. EBEN-TATAW s LAURA M. ELLIOTT s CONNIE L. ELLIS s RONALD ENCISO s NATHALIE ENRIQUEZ s MICHAEL J. ERRICO s ALEJANDRO N. ESCALANTE s MARIA R. ESTEVEZ s ERIC ESTRADA
ERIC ESTRADA s NOAH ESTRADA s LUCAS S. EVANS s CATHY EVERETT s ELISA M. FABIANO s ANGEL S. FACEY s 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 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. 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 s SHERYL A GUIDRY s DANILO H. GUILLEN s ANITA W. GUNAWAN s CLAU
DIA 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 s 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 s 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 s 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. JACOBSON 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 s 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 LAILA KECHKAR
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 s 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 s
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
RUI LI s 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 s 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 s 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 s 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
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 JENNIFER M MUNOZ s LAURA E. MUNOZ s BAGESHREE S. MUNSHI s ANA L. MURILLO s ALEJANDRO MURO s MICHELLE MURPHY s FELIX USINGAMA MVUEMBA s SUZANNE MYERS-MONTOYA s LYDIA NAJIM s PARAS D. NANAVATI s DEVENDER S. NARANG s ISSA A NASSAR s MICHAEL J. NEAL s ANALIA V. NEWMAN s QUYEN T. NGO s THOI Q. NGO s ANTHONY Q NGUYEN s KIEUNGA NGUYEN s LENNY D. NGUYEN s NHU HANG THI NGUYEN s ROSEMARY NGUYEN s TRACEY I NGUYEN s KRISTOFER J.S. NICOLAS 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
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 s 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 s 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 s KRISTOPHER A. PENROSE s DANIEL A. PERAZA s MONICA PEREG
RINA 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 s 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 s DAVID F. PRENOVOST s KATIE PRICE s VIVIAN PRI
ETO 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 CANDACE L. RAMIREZ s NOEL E. RAMIREZ s
YESENIA RAMIREZ s ILEANA RAMOS s ROMAN RAMOS s TINA L. RAMOS s KATHERINE L. RAMSEY s
2001-2002 & 2002-2003 s ANDREA M. RANDAZZO s SPHOORTHY RAO
s GRETCHEN A. RATLIFF s ANNA A. RAYNOR s CYNTHIA F.
REDD s LISA 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 CAL
POLY POMONA FOUNDATION BIENNIAL REPORT
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 FRANCISCO A SALGUERO s KRISTI M. SAN NICOLAS s ANA SAN s ARLYNE V. SANCHEZ s RIEKO J. SANTANA s DIVYA SAN
THANAM s EDWIN A. SANTIAGO s BARBARA A. SANTILLAN s CHRISTIAN A. SANTOS s GERALD SANTOYO s ANNA M. SARIO s EMANUEL M. SATINGIN s MORGAN T. SAVERCOOL s KAREEN SCARLETT s JAMIE L. SCHADE s LAWRENCE SCHIEL s
NICHOLAS A. SCHILLING s HEATHER E. 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
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