** PUBLIC DISCLOSURE COPY ** Short Form Return of Organization Exempt From Income Tax 990-EZ 2012

Transcription

1 OMB Under setion 50(), 527, or 4947() of the Internal Revenue Code Form (exept lak lung enefit trust or private foundation) Sponsoring organizations of donor advised funds, organizations that operate one or more hospital failities, and ertain ontrolling Department of the Treasury organizations as defined in setion 52(3) must file Form 990. All other organizations with gross reeipts less than 200,000 and total Internal Revenue Servie assets less than 500,000 at the end of the year may use this form. Open to Puli The organization may have to use a opy of this return to satisfy state reporting requirements. Inspetion A For the 202 alendar year, or tax year eginning JUL, 202 and ending JUN 30, 203 B Chek if appliale: C Name of organization D Employer identifiation numer Address hange THE CALIFORNIA STATE UNIVERSITY ALUMNI Name hange Initial return Numer and street (or P.O. ox, if mail is not delivered to street address) Room/suite E Telephone numer Terminated 40 GOLDEN SHORE, 6TH FLOOR Amended return City or town, state or ountry, and ZIP + 4 F Group Exemption LONG BEACH, CA Appliation pending Numer G Aounting Method: Cash Arual Other (speify) H Chek if the organization is not I Wesite: required to attah Shedule B J Tax-exempt status (hek only one) 50()(3) 50() ( ) (insert no.) 4947() or 527 (Form 990, 990-EZ, or 990-PF). K Chek if the organization is not a setion 509(3) supporting organization or a setion 527 organization and its gross reeipts are normally not more than Revenue Expenses Net Assets 50,000. A Form 990-EZ or Form 990 return is not required though Form 990-N (e-postard) may e required (see instrutions). But if the organization hooses to file a return, e sure to file a omplete return. 5a Gross amount sale of assets other than inventory~~~~~~~~~~~~~ a d Less: ost or other asis and sales expenses ~~~~~~~~~~~~~~~~~ Gain or (loss) sale of assets other than inventory (Sutrat line 5 line 5a) ~~~~~~~~~~~~~~~ Gaming and fundraising events Gross inome gaming (attah Shedule G if greater than 5,000) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Gross inome fundraising events (not inluding fundraising events reported on line ) (attah Shedule G if the sum of suh gross inome and ontriutions exeeds 5,000) Less: diret expenses gaming and fundraising events ** PUBLIC DISCLOSURE COPY ** Short Form Return of Organization Exempt From Inome Tax 990-EZ 202 L Add lines 5, 6, and 7, to line 9 to determine gross reeipts. If gross reeipts are 200,000 or more, or if total assets (I, line 25, olumn (B) elow) are 500,000 or more, file Form 990 instead of Form 990-EZ 90,653. Revenue, Expenses, and Changes in Net Assets or Fund Balanes (see the instrutions for ) Chek if the organization used Shedule O to respond to any question in this Contriutions, gifts, grants, and similar amounts reeived ~~~~~~~~~~~~~~~~~~~~~~~~~~~ 4, Program servie revenue inluding government fees and ontrats ~~~~~~~~~~~~~~~~~~~~~~~ 2 2, Memership dues and assessments ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 3 28, Investment inome SEE SCHEDULE O 4 2,977. ~~~~~~~~~~~~~~ ~~~~~~~~~~ Other revenue (desrie in Shedule O) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 8 Total revenue. Add lines, 2, 3, 4, 5, 6d, 7, and ,280. Grants and similar amounts paid (list in Shedule O) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ SEE SCHEDULE O Net assets or fund alanes at eginning of year ( line 27, olumn (A)) (must agree with end-of-year figure reported on prior year s return) ~~~~~~~~~~~~~~~~~~~~~~~ 9 3, Other hanges in net assets or fund alanes (explain in Shedule O) ~~~~~~~~~~~~~~~~~~~~~~ SEE SCHEDULE O 20,79. 2 Net assets or fund alanes at end of year. Comine lines 8 through ,362. LHA For Paperwork Redution At Notie, see the separate instrutions. Form 990-EZ (202) 5a 5 6a of ontriutions Net inome or (loss) gaming and fundraising events (add lines 6a and 6 and sutrat line 6) ~~~~~~~~~ 7a Gross sales of inventory, less returns and allowanes ~~~~~~~~~~~~~ Less: ost of goods sold ~~~~~~~~~~~~~~~~~~~~~~~~~~ Gross profit or (loss) sales of inventory (Sutrat line 7 line 7a) 6 6 7a 7 4,86. 36,373. ~~~~~~~~~~~~~~~~~~~ Benefits paid to or for memers~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 5 6d 7 5, Salaries, other ompensation, and employee enefits ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Professional fees and other payments to independent ontrators ~~~~~~~~~~~~~~~~~~~~~~~~ Oupany, rent, utilities, and maintenane ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Printing, puliations, postage, and shipping ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ , , Other expenses (desrie in Shedule O) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ SEE SCHEDULE O 6 33,5. 7 Total expenses. Add lines 0 through , Exess or (defiit) for the year (Sutrat line 7 line 9) ~~~~~~~~~~~~~~~~~~~~~~~~~~ 8 3,

2 THE CALIFORNIA STATE UNIVERSITY ALUMNI Form 990-EZ (202) Page 2 I Balane Sheets (see the instrutions for I) Chek if the organization used Shedule O to respond to any question in this I (A) Beginning of year (B) End of year 22 Cash, savings, and investments ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 4, ,4. 23 Land and uildings ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 24 Other assets (desrie in Shedule O) ~~~~~~~~~~~~~~~~~~~~~~~~~~ Total assets ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 4, ,4. 26 Total liailities (desrie in Shedule O) ~~~~~~~~~~~~~~~~~~~~~~~~ SEE SCHEDULE O, Net assets or fund alanes (line 27 of olumn (B) must agree with line 2) 3, ,362. II Statement of Program Servie Aomplishments (see the instrutions for II) Expenses (Required for setion Chek if the organization used Shedule O to respond to any question in this II 50()(3) and 50()(4) What is the organization s primary exempt purpose? SYSTEMWIDE ALUMNI RELATIONS organizations and setion Desrie the organization s program servie aomplishments for eah of its three largest program servies, as measured y expenses. In a lear and onise 4947() trusts; optional manner, desrie the servies provided, the numer of persons enefited, and other relevant information for eah program title. for others.) 28 SEE SCHEDULE O (Grants ) If this amount inludes foreign grants, hek here SEE SCHEDULE O 28a 27, (Grants 500. ) If this amount inludes foreign grants, hek here 29a 3,99. (Grants ) If this amount inludes foreign grants, hek here 30a 3 Other program servies (desrie in Shedule O) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ (Grants ) If this amount inludes foreign grants, hek here 3a 32 Total program servie expenses (add lines 28a through 3a) 32 3,07. V List of Offiers, Diretors, Trustees, and Key Employees List eah one even if not ompensated. (see the instrutions for V) Chek if the organization used Shedule O to respond to any question in this V Name and title Average hours () Reportale Health enefits, (e) Estimated ompensation (Forms ontriutions to per week devoted to W-2/099-MISC) employee enefit amount of other position (if not paid, enter -0-) plans, and deferred ompensation ompensation GUY HESTON PRESIDENT & DIRECTOR KRISTIN CRELLIN PRESIDENT-ELECT & DIRECTOR KEN STONE IMMEDIATE PAST PRESIDENT & DIRECTOR DIANNA FISHER ALUMNI DIRECTORS REP. & BOB LINSCHEID ALUMNI TRUSTEE & JOHN GIBBS SECRETARY & ROSS GOODWIN TREASURER & AARON MOORE EECUTIVE DIRECTOR JEREMY ADDIS-MILLS SUE ANDERSON GAYLE BALL-PARKER JENNIFER BARBER Form 990-EZ (202) 2

3 THE CALIFORNIA STATE UNIVERSITY ALUMNI Form 990-EZ (202) Page 3 Part V Other Information (Note the Shedule A and personal enefit ontrat statement requirements in the instrutions for Part V) Chek if the organization used Sh. O to respond to any question in this Part V Yes No 33 Did the organization engage in any signifiant ativity not previously reported to the IRS? If "Yes," provide a detailed desription of eah ativity in Shedule O ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ a 38a 39 4 Did the organization file Form 20-POL for this year? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 37 a d e 42a 43 Were any signifiant hanges made to the organizing or governing douments? If "Yes," attah a onformed opy of the amended douments if they reflet a hange to the organization s name. Otherwise, explain the hange on Shedule O (see instrutions) ~~~~~~ 35a Did the organization have unrelated usiness gross inome of,000 or more during the year usiness ativities (suh as those reported on lines 2, 6a, and 7a, among others)? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ If "Yes," to line 35a, has the organization filed a Form 990-T for the year? If "No," provide an explanation in Shedule O ~~~~~~~~~~ Was the organization a setion 50()(4), 50()(5), or 50()(6) organization sujet to setion 6033(e) notie, reporting, and proxy tax requirements during the year? If "Yes," omplete Shedule C, II ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization undergo a liquidation, dissolution, termination, or signifiant disposition of net assets during the year? If "Yes," omplete appliale parts of Shedule N Enter amount of politial expenditures, diret or indiret, as desried in the instrutions ~~~~~ 37a 0. Did the organization orrow, or make any loans to, any offier, diretor, trustee, or key employee or were any suh loans made in a prior year and still outstanding at the end of the tax year overed y this return? If "Yes," omplete Shedule L, I and enter the total amount involved ~~~~~~~~~~~~~~ 38 N/A Setion 50()(7) organizations. Enter: Initiation fees and apital ontriutions inluded on line 9 ~~~~~~~~~~~~~~~~~~~~~ Gross reeipts, inluded on line 9, for puli use of lu failities ~~~~~~~~~~~~~~~~~~ 40a Setion 50()(3) organizations. Enter amount of tax imposed on the organization during the year under: setion ; setion ; setion Setion 50()(3) and 50()(4) organizations. Did the organization engage in any setion 4958 exess enefit transation during the year, or did it engage in an exess enefit transation in a prior year that has not een reported on any of its prior Forms 990 or 990-EZ? If "Yes," omplete Shedule L, ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Setion 50()(3) and 50()(4) organizations. Enter amount of tax imposed on organization managers or disqualified persons during the year under setions 492, 4955, and 4958 ~~~~~~~~~~~~~~~ Setion 50()(3) and 50()(4) organizations. Enter amount of tax on line 40 reimursed y the organization ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ All organizations. At any time during the tax year, was the organization a party to a prohiited tax shelter transation? If "Yes," omplete Form 8886-T ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 40e List the states with whih a opy of this return is filed CA The organization s ooks are in are of AARON J. MOORE Telephone no. (562) Loated at 40 GOLDEN SHORE, 6TH FLOOR, LONG BEACH, CA ZIP At any time during the alendar year, did the organization have an interest in or a signature or other authority over a finanial aount in a foreign ountry (suh as a ank aount, seurities aount, or other finanial aount)? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ If "Yes," enter the name of the foreign ountry: See the instrutions for exeptions and filing requirements for Form TD F , Report of Foreign Bank and Finanial Aounts. At any time during the alendar year, did the organization maintain an offie outside of the U.S.? ~~~~~~~~~~~~~~~~~~~~ If "Yes," enter the name of the foreign ountry: Setion 4947() nonexempt haritale trusts filing Form 990-EZ in lieu of Form 04 - Chek here and enter the amount of tax-exempt interest reeived or arued during the tax year ~~~~~~~~~~~~~~~~~ 43 N/A 39a 39 N/A N/A a a N/A Yes No 44a d Did the organization maintain any donor advised funds during the year? If "Yes," Form 990 must e ompleted instead of Form 990-EZ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization operate one or more hospital failities during the year? If "Yes," Form 990 must e ompleted instead of Form 990-EZ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Did the organization reeive any payments for indoor tanning servies during the year? ~~~~~~~~~~~~~~~~~~~~~~~~ If "Yes" to line 44, has the organization filed a Form 720 to report these payments? If "No," provide an explanation in Shedule O ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 45a Did the organization have a ontrolled entity within the meaning of setion 52(3)? ~~~~~~~~~~~~~~~~~~~~~~~~ 45 Did the organization reeive any payment or engage in any transation with a ontrolled entity within the meaning of setion 52(3)? If "Yes," Form 990 and Shedule R may need to e ompleted instead of Form 990-EZ (see instrutions) 44a d 45a 45 Yes No Form 990-EZ (202) 3

4 Form 990-EZ (202) THE CALIFORNIA STATE UNIVERSITY ALUMNI Did the organization engage, diretly or indiretly, in politial ampaign ativities on ehalf of or in opposition to andidates for puli offie? If "Yes," omplete Shedule C, Part VI Setion 50()(3) organizations only All setion 50()(3) organizations must answer questions and 52, and omplete the tales for lines 50 and 5 If "Yes," was the related organization a setion 527 organization? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Complete this tale for the organization s five highest ompensated employees (other than offiers, diretors, trustees and key employees) who eah reeived more than 00,000 of ompensation the organization. If there is none, enter "None." Name and title of eah employee Average hours () Reportale Health enefits, (e) Estimated ompensation (Forms ontriutions to paid more than 00,000 per week devoted to W-2/099-MISC) employee enefit amount of other position plans, and deferred NONE ompensation ompensation Page 4 Yes No Chek if the organization used Shedule O to respond to any question in this Part VI Yes No 47 Did the organization engage in loying ativities or have a setion 50(h) eletion in effet during the tax year? If "Yes," omplete Sh. C, I Is the organization a shool as desried in setion 70()(A)(ii)? If "Yes," omplete Shedule E ~~~~~~~~~~~~~~~~~~~ 48 49a Did the organization make any transfers to an exempt non-haritale related organization? ~~~~~~~~~~~~~~~~~~~~~~ 49a f Total numer of other employees paid over 00,000 ~~~~~~~~~~~~~~~~ 5 Complete this tale for the organization s five highest ompensated independent ontrators who eah reeived more than 00,000 of ompensation the organization. If there is none, enter "None." NONE Name and address of eah independent ontrator paid more than 00,000 Type of servie () Compensation d Total numer of other independent ontrators eah reeiving over 00,000 ~~~~~~~~~~~~~~ 52 Did the organization omplete Shedule A? Note: All setion 50()(3) organizations and 4947() nonexempt haritale trusts must attah a ompleted Shedule A Yes Under penalties of perjury, I delare that I have examined this return, inluding aompanying shedules and statements, and to the est of my knowledge and elief, it is true, orret, and omplete. Delaration of preparer (other than offier) is ased on all information of whih preparer has any knowledge. Sign Here = = Signature of offier AARON J. MOORE, EEC. DIRECTOR Type or print name and title Print/Type preparer s name Preparer s signature Date Chek if PTIN Paid self- employed Preparer DONITA M. JOSEPH P Use Only Firm s name WINDES & MCCLAUGHRY ACCT. CORP. Firm s EIN Firm s address 9 P.O. BO 87 Phone no. (562)435-9 LONG BEACH, CA May the IRS disuss this return with the preparer shown aove? See instrutions Yes No Date No Form 990-EZ (202)

5 SCHEDULE A (Form 990 or 990-EZ) Department of the Treasury Internal Revenue Servie Complete if the organization is a setion 50()(3) organization or a setion 4947() nonexempt haritale trust. Attah to Form 990 or Form 990-EZ. See separate instrutions. THE CALIFORNIA STATE UNIVERSITY ALUMNI OMB Open to Puli Inspetion Name of the organization Employer identifiation numer Reason for Puli Charity Status (All organizations must omplete this part.) See instrutions. The organization is not a private foundation eause it is: (For lines through, hek only one ox.) e f g h A hurh, onvention of hurhes, or assoiation of hurhes desried in setion 70()(A)(i). A shool desried in setion 70()(A)(ii). (Attah Shedule E.) A hospital or a ooperative hospital servie organization desried in setion 70()(A)(iii). A medial researh organization operated in onjuntion with a hospital desried in setion 70()(A)(iii). Enter the hospital s name, ity, and state: An organization operated for the enefit of a ollege or university owned or operated y a governmental unit desried in setion 70()(A)(iv). (Complete I.) A federal, state, or loal government or governmental unit desried in setion 70()(A)(v). An organization that normally reeives a sustantial part of its support a governmental unit or the general puli desried in setion 70()(A)(vi). (Complete I.) A ommunity trust desried in setion 70()(A)(vi). (Complete I.) An organization that normally reeives: () more than 33 /3% of its support ontriutions, memership fees, and gross reeipts ativities related to its exempt funtions - sujet to ertain exeptions, and (2) no more than 33 /3% of its support gross investment inome and unrelated usiness taxale inome (less setion 5 tax) usinesses aquired y the organization after June 30, 975. See setion 509(2). (Complete II.) An organization organized and operated exlusively to test for puli safety. See setion 509(4). An organization organized and operated exlusively for the enefit of, to perform the funtions of, or to arry out the purposes of one or more pulily supported organizations desried in setion 509() or setion 509(2). See setion 509(3). Chek the ox that desries the type of supporting organization and omplete lines e through h. a Type I Type II Type III - Funtionally integrated d Type III - Non-funtionally integrated By heking this ox, I ertify that the organization is not ontrolled diretly or indiretly y one or more disqualified persons other than foundation managers and other than one or more pulily supported organizations desried in setion 509() or setion 509(2). If the organization reeived a written determination the IRS that it is a Type I, Type II, or Type III supporting organization, hek this ox Sine August 7, 2006, has the organization aepted any gift or ontriution any of the following persons? (i) (ii) (iii) Puli Charity Status and Puli Support ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ A person who diretly or indiretly ontrols, either alone or together with persons desried in (ii) and (iii) elow, the governing ody of the supported organization? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ A family memer of a person desried in (i) aove? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ A 35% ontrolled entity of a person desried in (i) or (ii) aove? ~~~~~~~~~~~~~~~~~~~~~~~~ Provide the following information aout the supported organization(s). 202 g(i) g(ii) g(iii) Yes No (i) Name of supported (ii) EIN (iii) Type of organization (iv) Is the organization (v) Did you notify the (vi) Is the (vii) (desried on lines -9 in ol. (i) listed in your organization in ol. organization in ol. Amount of monetary organization (i) organized in the support aove or IRC setion governing doument? (i) of your support? U.S.? (see instrutions) ) Yes No Yes No Yes No Total LHA For Paperwork Redution At Notie, see the Instrutions for Form 990 or 990-EZ. Shedule A (Form 990 or 990-EZ)

6 Shedule A (Form 990 or 990-EZ) 202 Page 2 I Support Shedule for Organizations Desried in Setions 70()(A)(iv) and 70()(A)(vi) (Complete only if you heked the ox on line 5, 7, or 8 of or if the organization failed to qualify under II. If the organization fails to qualify under the tests listed elow, please omplete II.) Setion A. Puli Support Calendar year (or fisal year eginning in) Total. Add lines through 3 ~~~ 6 Puli support. Sutrat line 5 line 4. Calendar year (or fisal year eginning in) assets (Explain in V.) ~~~~ Total support. Add lines 7 through () (e) 202 (f) Total () (e) 202 (f) Total First five years. If the Form 990 is for the organization s first, seond, third, fourth, or fifth tax year as a setion 50()(3) organization, hek this ox and stop here Setion C. Computation of Puli Support Perentage 4 5 6a 33 /3% support test If the organization did not hek the ox on line 3, and line 4 is 33 /3% or more, hek this ox and 7a 0% -fats-and-irumstanes test If the organization did not hek a ox on line 3, 6a, or 6, and line 4 is 0% or more, 8 Gifts, grants, ontriutions, and memership fees reeived. (Do not inlude any "unusual grants.") ~~ Tax revenues levied for the organization s enefit and either paid to or expended on its ehalf ~~~~ The value of servies or failities furnished y a governmental unit to the organization without harge ~ The portion of total ontriutions y eah person (other than a governmental unit or pulily supported organization) inluded on line that exeeds 2% of the amount shown on line, olumn (f) ~~~~~~~~~~~~ Setion B. Total Support Amounts line 4 ~~~~~~~ Gross inome interest, dividends, payments reeived on seurities loans, rents, royalties and inome similar soures ~ Net inome unrelated usiness ativities, whether or not the usiness is regularly arried on ~ Other inome. Do not inlude gain or loss the sale of apital Gross reeipts related ativities, et. (see instrutions) ~~~~~~~~~~~~~~~~~~~~~~~ Puli support perentage for 202 (line 6, olumn (f) divided y line, olumn (f)) ~~~~~~~~~~~~ Puli support perentage 20 Shedule A, I, line 4 ~~~~~~~~~~~~~~~~~~~~~ stop here. The organization qualifies as a pulily supported organization ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 33 /3% support test If the organization did not hek a ox on line 3 or 6a, and line 5 is 33 /3% or more, hek this ox and stop here. The organization qualifies as a pulily supported organization ~~~~~~~~~~~~~~~~~~~~~~~~~~~~ and if the organization meets the "fats-and-irumstanes" test, hek this ox and stop here. Explain in V how the organization meets the "fats-and-irumstanes" test. The organization qualifies as a pulily supported organization ~~~~~~~~~~~~~~~ 0% -fats-and-irumstanes test If the organization did not hek a ox on line 3, 6a, 6, or 7a, and line 5 is 0% or more, and if the organization meets the "fats-and-irumstanes" test, hek this ox and stop here. Explain in V how the organization meets the "fats-and-irumstanes" test. The organization qualifies as a pulily supported organization ~~~~~~~~ Private foundation. If the organization did not hek a ox on line 3, 6a, 6, 7a, or 7, hek this ox and see instrutions Shedule A (Form 990 or 990-EZ) 202 % %

7 THE CALIFORNIA STATE UNIVERSITY ALUMNI Shedule A (Form 990 or 990-EZ) 202 II Support Shedule for Organizations Desried in Setion 509(2) Calendar year (or fisal year eginning in) The value of servies or failities furnished y a governmental unit to the organization without harge ~ Total. Add lines through 5 ~~~ 7a Amounts inluded on lines, 2, and 3 reeived disqualified persons Amounts inluded on lines 2 and 3 reeived other than disqualified persons that exeed the greater of 5,000 or % of the amount on line 3 for the year ~~~~~~ Add lines 7a and 7 ~~~~~~~ 8 Puli support (Sutrat line 7 line 6.) Calendar year (or fisal year eginning in) 9 Amounts line 6 ~~~~~~~ 0a Gross inome interest, dividends, payments reeived on seurities loans, rents, royalties and inome similar soures ~ Unrelated usiness taxale inome (less setion 5 taxes) usinesses aquired after June 30, 975 ~~~~ () (e) 202 (f) Total Page () (e) 202 (f) Total 59, ,88. 4,80. 39, , , First five years. If the Form 990 is for the organization s first, seond, third, fourth, or fifth tax year as a setion 50()(3) organization, hek this ox and stop here Setion C. Computation of Puli Support Perentage 5 Puli support perentage for 202 (line 8, olumn (f) divided y line 3, olumn (f)) ~~~~~~~~~~~~ % 6 Puli support perentage 20 Shedule A, II, line % Setion D. Computation of Investment Inome Perentage 7 Investment inome perentage for 202 (line 0, olumn (f) divided y line 3, olumn (f)) ~~~~~~~~ % 8 Investment inome perentage 20 Shedule A, II, line 7 ~~~~~~~~~~~~~~~~~~ % 20 (Complete only if you heked the ox on line 9 of or if the organization failed to qualify under I. If the organization fails to qualify under the tests listed elow, please omplete I.) Setion A. Puli Support Gifts, grants, ontriutions, and memership fees reeived. (Do not inlude any "unusual grants.") ~~ Gross reeipts admissions, merhandise sold or servies performed, or failities furnished in any ativity that is related to the organization s tax-exempt purpose Gross reeipts ativities that are not an unrelated trade or usiness under setion 53 ~~~~~ Tax revenues levied for the organization s enefit and either paid to or expended on its ehalf ~~~~ Setion B. Total Support Add lines 0a and 0 ~~~~~~ Net inome unrelated usiness ativities not inluded in line 0, whether or not the usiness is regularly arried on ~~~~~~~ Other inome. Do not inlude gain or loss the sale of apital assets (Explain in V.) ~~~~ Total support. (Add lines 9, 0,, and 2.) 50,400. 3, , , , ,265. 8,920. 0,688. 4,30. 5,650. 2, , , ,88. 4,80. 39, , , /3% support tests If the organization did not hek a ox on line 4 or line 9a, and line 6 is more than 33 /3%, and line 8 is not more than 33 /3%, hek this ox and stop here. The organization qualifies as a pulily supported organization~~~~ Private foundation. If the organization did not hek a ox on line 4, 9a, or 9, hek this ox and see instrutions ,628.,357.,808. 2,967. 3,805. 8,420. 8,357.,357.,808. 2,967. 3,805. 8,420. 8, , , , , , ,985. 9a 33 /3% support tests If the organization did not hek the ox on line 4, and line 5 is more than 33 /3%, and line 7 is not more than 33 /3%, hek this ox and stop here. The organization qualifies as a pulily supported organization ~~~~~~~~~~ Shedule A (Form 990 or 990-EZ) 202 7

8 Shedule B (Form 990, 990-EZ, or 990-PF) Department of the Treasury Internal Revenue Servie Attah to Form 990, Form 990-EZ, or Form 990-PF. OMB Name of the organization Employer identifiation numer THE CALIFORNIA STATE UNIVERSITY ALUMNI Organization type(hek one): ** PUBLIC DISCLOSURE COPY ** Shedule of Contriutors 202 Filers of: Setion: Form 990 or 990-EZ 50()( 3 ) (enter numer) organization 4947() nonexempt haritale trust not treated as a private foundation 527 politial organization Form 990-PF 50()(3) exempt private foundation 4947() nonexempt haritale trust treated as a private foundation 50()(3) taxale private foundation Chek if your organization is overed y the General Rule or a Speial Rule. Note. Only a setion 50()(7), (8), or (0) organization an hek oxes for oth the General Rule and a Speial Rule. See instrutions. General Rule For an organization filing Form 990, 990-EZ, or 990-PF that reeived, during the year, 5,000 or more (in money or property) any one ontriutor. Complete Parts I and II. Speial Rules For a setion 50()(3) organization filing Form 990 or 990-EZ that met the 33 /3% support test of the regulations under setions 509() and 70()(A)(vi) and reeived any one ontriutor, during the year, a ontriution of the greater of () 5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line h, or (ii) Form 990-EZ, line. Complete Parts I and II. For a setion 50()(7), (8), or (0) organization filing Form 990 or 990-EZ that reeived any one ontriutor, during the year, total ontriutions of more than,000 for use exlusively for religious, haritale, sientifi, literary, or eduational purposes, or the prevention of ruelty to hildren or animals. Complete Parts I, II, and III. For a setion 50()(7), (8), or (0) organization filing Form 990 or 990-EZ that reeived any one ontriutor, during the year, ontriutions for use exlusively for religious, haritale, et., purposes, ut these ontriutions did not total to more than,000. If this ox is heked, enter here the total ontriutions that were reeived during the year for an exlusively religious, haritale, et., purpose. Do not omplete any of the parts unless the General Rule applies to this organization eause it reeived nonexlusively religious, haritale, et., ontriutions of 5,000 or more during the year ~~~~~~~~~~~~~~~~~ Caution. An organization that is not overed y the General Rule and/or the Speial Rules does not file Shedule B (Form 990, 990-EZ, or 990-PF), ut it must answer "No" on V, line 2, of its Form 990; or hek the ox on line H of its Form 990-EZ or on, line 2 of its Form 990-PF, to ertify that it does not meet the filing requirements of Shedule B (Form 990, 990-EZ, or 990-PF). LHA For Paperwork Redution At Notie, see the Instrutions for Form 990, 990-EZ, or 990-PF. Shedule B (Form 990, 990-EZ, or 990-PF) (202)

9 Shedule B (Form 990, 990-EZ, or 990-PF) (202) Name of organization Employer identifiation numer THE CALIFORNIA STATE UNIVERSITY ALUMNI Page 2 Contriutors (see instrutions). Use dupliate opies of if additional spae is needed. Name, address, and ZIP + 4 () Total ontriutions Type of ontriution Person Payroll 9,000. Nonash (Complete I if there is a nonash ontriution.) Name, address, and ZIP + 4 () Total ontriutions Type of ontriution 2 Person Payroll 5,000. Nonash (Complete I if there is a nonash ontriution.) Name, address, and ZIP + 4 () Total ontriutions Type of ontriution Person Payroll Nonash (Complete I if there is a nonash ontriution.) Name, address, and ZIP + 4 () Total ontriutions Type of ontriution Person Payroll Nonash (Complete I if there is a nonash ontriution.) Name, address, and ZIP + 4 () Total ontriutions Type of ontriution Person Payroll Nonash (Complete I if there is a nonash ontriution.) Name, address, and ZIP + 4 () Total ontriutions Type of ontriution Person Payroll Nonash (Complete I if there is a nonash ontriution.) Shedule B (Form 990, 990-EZ, or 990-PF) (202) 9

10 Shedule B (Form 990, 990-EZ, or 990-PF) (202) Page 3 Name of organization Employer identifiation numer THE CALIFORNIA STATE UNIVERSITY ALUMNI I Nonash Property (see instrutions). Use dupliate opies of I if additional spae is needed. Desription of nonash property given () FMV (or estimate) (see instrutions) Date reeived Desription of nonash property given () FMV (or estimate) (see instrutions) Date reeived Desription of nonash property given () FMV (or estimate) (see instrutions) Date reeived Desription of nonash property given () FMV (or estimate) (see instrutions) Date reeived Desription of nonash property given () FMV (or estimate) (see instrutions) Date reeived Desription of nonash property given () FMV (or estimate) (see instrutions) Date reeived Shedule B (Form 990, 990-EZ, or 990-PF) (202) 0

11 Shedule B (Form 990, 990-EZ, or 990-PF) (202) Page 4 Name of organization Employer identifiation numer THE CALIFORNIA STATE UNIVERSITY ALUMNI II Exlusively religious, haritale, et., individual ontriutions to setion 50()(7), (8), or (0) organizations that total more than,000 for the year. Complete olumns through (e) and the following line entry. For organizations ompleting II, enter the total of exlusively religious, haritale, et., ontriutions of,000 or less for the year. (Enter this information one.) Use dupliate opies of II if additional spae is needed. Purpose of gift () Use of gift Desription of how gift is held (e) Transfer of gift Transferee s name, address, and ZIP + 4 Relationship of transferor to transferee Purpose of gift () Use of gift Desription of how gift is held (e) Transfer of gift Transferee s name, address, and ZIP + 4 Relationship of transferor to transferee Purpose of gift () Use of gift Desription of how gift is held (e) Transfer of gift Transferee s name, address, and ZIP + 4 Relationship of transferor to transferee Purpose of gift () Use of gift Desription of how gift is held (e) Transfer of gift Transferee s name, address, and ZIP + 4 Relationship of transferor to transferee Shedule B (Form 990, 990-EZ, or 990-PF) (202)

12 SCHEDULE C (Form 990 or 990-EZ) Department of the Treasury Internal Revenue Servie For Organizations Exempt From Inome Tax Under setion 50() and setion 527 J Complete if the organization is desried elow. See separate instrutions. J Attah to Form 990 or Form 990-EZ. If the organization answered "Yes," to Form 990, V, line 3, or Form 990-EZ, Part V, line 46 (Politial Campaign Ativities), then Setion 50()(3) organizations: Complete Parts I-A and B. Do not omplete -C. Setion 50() (other than setion 50()(3)) organizations: Complete Parts I-A and C elow. Do not omplete -B. Setion 527 organizations: Complete -A only. Politial Campaign and Loying Ativities If the organization answered "Yes," to Form 990, V, line 4, or Form 990-EZ, Part VI, line 47 (Loying Ativities), then If the organization answered "Yes," to Form 990, V, line 5 (Proxy Tax), or Form 990-EZ, Part V, line 35 (Proxy Tax), then OMB Open to Puli Inspetion Setion 50()(3) organizations that have filed Form 5768 (eletion under setion 50(h)): Complete I-A. Do not omplete I-B. 202 Setion 50()(3) organizations that have NOT filed Form 5768 (eletion under setion 50(h)): Complete I-B. Do not omplete I-A. Setion 50()(4), (5), or (6) organizations: Complete II. Name of organization THE CALIFORNIA STATE UNIVERSITY ALUMNI Employer identifiation numer -A Complete if the organization is exempt under setion 50() or is a setion 527 organization. 2 3 Provide a desription of the organization s diret and indiret politial ampaign ativities in V. Politial expenditures ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ J Volunteer hours ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ -B Complete if the organization is exempt under setion 50()(3). Enter the amount of any exise tax inurred y the organization under setion 4955 ~~~~~~~~~~~~~ J 2 Enter the amount of any exise tax inurred y organization managers under setion 4955 ~~~~~~~~~~ J 3 4a Was a orretion made? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ If "Yes," desrie in V. -C Complete if the organization is exempt under setion 50(), exept setion 50()(3). Enter the amount diretly expended y the filing organization for setion 527 exempt funtion ativities ~~~~ J If the organization inurred a setion 4955 tax, did it file Form 4720 for this year? ~~~~~~~~~~~~~~~~~~~ Enter the amount of the filing organization s funds ontriuted to other organizations for setion 527 exempt funtion ativities ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ J Total exempt funtion expenditures. Add lines and 2. Enter here and on Form 20-POL, line 7 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ J Did the filing organization file Form 20-POL for this year? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Yes No Enter the names, addresses and employer identifiation numer (EIN) of all setion 527 politial organizations to whih the filing organization made payments. For eah organization listed, enter the amount paid the filing organization s funds. Also enter the amount of politial ontriutions reeived that were promptly and diretly delivered to a separate politial organization, suh as a separate segregated fund or a politial ation ommittee (PAC). If additional spae is needed, provide information in V. Name Address () EIN Amount paid (e) Amount of politial filing organization s ontriutions reeived and funds. If none, enter -0-. promptly and diretly delivered to a separate politial organization. If none, enter -0-. Yes Yes No No For Paperwork Redution At Notie, see the Instrutions for Form 990 or 990-EZ. Shedule C (Form 990 or 990-EZ) 202 LHA

13 THE CALIFORNIA STATE UNIVERSITY ALUMNI Shedule C (Form 990 or 990-EZ) 202 Page 2 I-A Complete if the organization is exempt under setion 50()(3) and filed Form 5768 (eletion under setion 50(h)). A Chek J if the filing organization elongs to an affiliated group (and list in V eah affiliated group memer s name, address, EIN, B Chek a d e J expenses, and share of exess loying expenditures). if the filing organization heked ox A and "limited ontrol" provisions apply. Limits on Loying Expenditures (The term "expenditures" means amounts paid or inurred.) Total loying expenditures to influene puli opinion (grass roots loying) Total loying expenditures to influene a legislative ody (diret loying) ~~~~~~~~~~ ~~~~~~~~~~~ Total loying expenditures (add lines a and ) ~~~~~~~~~~~~~~~~~~~~~~~~ Other exempt purpose expenditures ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Total exempt purpose expenditures (add lines and d) ~~~~~~~~~~~~~~~~~~~~ f Loying nontaxale amount. Enter the amount the following tale in oth olumns. If the amount on line e, olumn or is: The loying nontaxale amount is: Not over 500,000 Over 500,000 ut not over,000,000 Over,000,000 ut not over,500,000 Over,500,000 ut not over 7,000,000 Over 7,000,000 20% of the amount on line e. 00,000 plus 5% of the exess over 500, ,000 plus 0% of the exess over,000, ,000 plus 5% of the exess over,500,000.,000,000. Filing organization s totals 4.,333., , ,394. 8,079. Affiliated group totals g h i j Grassroots nontaxale amount (enter 25% of line f) Sutrat line g line a. If zero or less, enter -0- ~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~ Sutrat line f line. If zero or less, enter -0- ~~~~~~~~~~~~~~~~~~~~~~~ If there is an amount other than zero on either line h or line i, did the organization file Form 4720 reporting setion 49 tax for this year? 2, Year Averaging Period Under Setion 50(h) (Some organizations that made a setion 50(h) eletion do not have to omplete all of the five olumns elow. See the instrutions for lines 2a through 2f on page 4.) Yes No Loying Expenditures During 4-Year Averaging Period Calendar year (or fisal year eginning in) () (e) Total 2a Loying nontaxale amount Loying eiling amount (50% of line 2a, olumn(e)) 8,079. 8,079. 2,9. Total loying expenditures,337.,337. d e Grassroots nontaxale amount Grassroots eiling amount (50% of line 2d, olumn (e)) 2,020. 2,020. 3,030. f Grassroots loying expenditures Shedule C (Form 990 or 990-EZ)

14 THE CALIFORNIA STATE UNIVERSITY ALUMNI Shedule C (Form 990 or 990-EZ) 202 I-B Complete if the organization is exempt under setion 50()(3) and has NOT filed Form 5768 (eletion under setion 50(h)). Page 3 For eah "Yes," response to lines a through i elow, provide in V a detailed desription of the loying ativity. Yes No Amount a d e f g h i j d If the filing organization inurred a setion 492 tax, did it file Form 4720 for this year? II-A Complete if the organization is exempt under setion 50()(4), setion 50()(5), or setion 50()(6). Yes 2 3 Did the organization agree to arry over loying and politial expenditures the prior year? 3 II-B Complete if the organization is exempt under setion 50()(4), setion 50()(5), or setion 50()(6) and if either BOTH II-A, lines and 2, are answered "No," OR II-A, line 3, is answered "Yes." a During the year, did the filing organization attempt to influene foreign, national, state or loal legislation, inluding any attempt to influene puli opinion on a legislative matter or referendum, through the use of: Volunteers? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Paid staff or management (inlude ompensation in expenses reported on lines through i)? Media advertisements? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Mailings to memers, legislators, or the puli? ~~~~~~~~~~~~~~~~~~~~~~~~~ Puliations, or pulished or roadast statements? Grants to other organizations for loying purposes? ~~~~~~~~~~~~~~~~~~~~~~ Setion 62(e) nondedutile loying and politial expenditures (do not inlude amounts of politial expenses for whih the setion 527(f) tax was paid). ~~~~~~~~~~~~~~~~~~~~~~ Diret ontat with legislators, their staffs, government offiials, or a legislative ody? ~~~~~~ Rallies, demonstrations, seminars, onventions, speehes, letures, or any similar means? ~~~~ Other ativities? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Total. Add lines through i ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 2a Did the ativities in line ause the organization to e not desried in setion 50()(3)? ~~~~ If "Yes," enter the amount of any tax inurred under setion 492 ~~~~~~~~~~~~~~~~ If "Yes," enter the amount of any tax inurred y organization managers under setion 492 ~~~ Were sustantially all (90% or more) dues reeived nondedutile y memers? ~~~~~~~~~~~~~~~~~ Did the organization make only in-house loying expenditures of 2,000 or less? ~~~~~~~~~~~~~~~~ Dues, assessments and similar amounts memers ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Current year Carryover last year ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Total ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Aggregate amount reported in setion 6033(e)()(A) noties of nondedutile setion 62(e) dues If noties were sent and the amount on line 2 exeeds the amount on line 3, what portion of the exess does the organization agree to arryover to the reasonale estimate of nondedutile loying and politial expenditure next year? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ 4 5 Taxale amount of loying and politial expenditures (see instrutions) 5 V Supplemental Information Complete this part to provide the desriptions required for -A, line ; -B, line 4; -C, line 5; I-A (affiliated group list); I-A, line 2; and I-B, line. Also, omplete this part for any additional information. ~ ~~~~~~~~ 2 2a No Shedule C (Form 990 or 990-EZ) 202 4

15 SCHEDULE O (Form 990 or 990-EZ) Department of the Treasury Internal Revenue Servie Name of the organization Supplemental Information to Form 990 or 990-EZ Complete to provide information for responses to speifi questions on Form 990 or 990-EZ or to provide any additional information. Attah to Form 990 or 990-EZ. THE CALIFORNIA STATE UNIVERSITY ALUMNI 202 OMB Open to Puli Inspetion Employer identifiation numer FORM 990-EZ, PART I, LINE 4, OTHER INVESTMENT INCOME: DESCRIPTION OF PROPERTY: AMOUNT: INTEREST 2,977. FORM 990-EZ, PART I, LINE 0, GRANTS AND ALLOCATIONS: ACTIVITY CLASSIFICATION: SPONSORSHIP GRANTEE NAME: CALIFORNIA STATE STUDENT ASSOCIATION GRANTEE ADDRESS: 40 GOLDEN SHORE, SUITE 35 LONG BEACH, CA AMOUNT GIVEN: 500. FORM 990-EZ, PART I, LINE 6, OTHER EPENSES: DESCRIPTION OF OTHER EPENSES: AMOUNT: INSURANCE 2,635. TRAVEL 7,52. MEETING AND CONFERENCE EPENSE 20,58. LICENSE & REGISTRATION 25. SUPPLIES 62. CONFERENCE CALL CHARGES 42. RECOGNITION EPENSES,75. COMMUNITY RELATIONS 97. MISCELLANEOUS 480. TOTAL TO FORM 990-EZ, LINE 6 33,5. FORM 990-EZ, PART I, LINE 20, CHANGES IN NET ASSETS: CHANGES IN NET ASSETS OR FUND BALANCES: AMOUNT: LHA For Paperwork Redution At Notie, see the Instrutions for Form 990 or 990-EZ. Shedule O (Form 990 or 990-EZ) (202)

16 SCHEDULE O (Form 990 or 990-EZ) Department of the Treasury Internal Revenue Servie Name of the organization Supplemental Information to Form 990 or 990-EZ Complete to provide information for responses to speifi questions on Form 990 or 990-EZ or to provide any additional information. Attah to Form 990 or 990-EZ. THE CALIFORNIA STATE UNIVERSITY ALUMNI 202 OMB Open to Puli Inspetion Employer identifiation numer UNREALIZED GAIN,79. FORM 990-EZ, PART II, LINE 26, OTHER LIABILITIES: DESCRIPTION BEG. OF YEAR END OF YEAR ACCOUNTS PAYABLE, FORM 990-EZ, PART III, LINE 28, PROGRAM SERVICE ACCOMPLISHMENTS: PROFESSIONAL DEVELOPMENT AND LEADERSHIP TRAINING FOR MEMBER ASSOCIATIONS SERVING THE CALIFORNIA STATE UNIVERSITY. THIS PRIMARILY INCLUDES MEETING EPENSES AND TRAVEL FOR ALUMNI COUNCIL LEADERSHIP. FORM 990-EZ, PART III, LINE 29, PROGRAM SERVICE ACCOMPLISHMENTS: PROMOTING AND ENGAGING CSU ALUMNI IN SUPPORT OF THE CALIFORNIA STATE UNIVERSITY. THIS PRIMARILY INCLUDES ENGAGEMENT AND ADVOCACY EPENSES INCLUDING TRAVEL FOR ALUMNI TO SPEAK AT THE CSU BOARD OF TRUSTEES MEETINGS. THE 500 GRANT IS TO THE CALIFORNIA STATE STUDENT ASSOCIATION AS A SPONSORSHIP OF THEIR ANNUAL NEW BOARD MEMBER ORIENTATION LUNCHEON. LHA For Paperwork Redution At Notie, see the Instrutions for Form 990 or 990-EZ. Shedule O (Form 990 or 990-EZ) (202)

17 Shedule O (Form 990 or 990-EZ) Page 2 Name of the organization THE CALIFORNIA STATE UNIVERSITY ALUMNI Employer identifiation numer V List of Offiers, Diretors, Trustees, and Key Employees. List eah one even if not ompensated. (see the instrutions for V.) Name and title Average hours () Reportale Health enefits, (e) Estimated ompensation (Forms ontriutions to per week devoted to employee enefit amount of other W-2/099-MISC) position plans, and deferred (If not paid, enter -0-) ompensation ompensation BRIAN BATES ANNE BIASI BRANDON BLAKE LORI BROCKETT MARLENE CARNEY ELLEN COHUNE TIM COLBIE ROOPA DAVE-LAKHANI BILL EARLEY JEANIE ESAJIAN TANIA GARCIA JACQUELYN GLASENER PILAR GOSE JANICE HATANAKA JIM HERRICK DOUG HUPKE CHRISTY KHATTAB JON LUNDSTROM D MCKINNEY STEVE MCSHANE GRAY MOUNGER SHANNON NICHOLS FRANCINE OSCHIN PENNY PEAK MANOLO PLATIN DIA POOLE Shedule O (Form 990 or 990-EZ) 7

18 Shedule O (Form 990 or 990-EZ) Page 2 Name of the organization THE CALIFORNIA STATE UNIVERSITY ALUMNI Employer identifiation numer V List of Offiers, Diretors, Trustees, and Key Employees. List eah one even if not ompensated. (see the instrutions for V.) Name and title Average hours () Reportale Health enefits, (e) Estimated ompensation (Forms ontriutions to per week devoted to employee enefit amount of other W-2/099-MISC) position plans, and deferred (If not paid, enter -0-) ompensation ompensation BILL REDFORD SILVIA REGALADO MELISSA RIORDAN JOHN SCALLA JIMMIE THOMPSON MARIA UBAGO VERNE WAGNER DOUG YAVANIAN NANCY YOHO Shedule O (Form 990 or 990-EZ) 8