CALIFORNIA INSTITUTE OF INTEGRAL STUDIES: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- CALIFORNIA INSTITUTE OF INTEGRAL STUDIES (EIN 94-2254303)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2024-02-19
- IRS object ID
- 202420509349301042
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Reasonable Cause Explanation
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-02-19T16:59:21-06:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330526284 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALMICH & ASSOCIATES | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26463 RANCHO PARKWAY SOUTH | AddressLine1Txt |
| City | LAKE FOREST | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92630 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 942254303 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA INSTITUTE OF INTEGRAL STUDIES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALI | BusinessNameControlTxt |
| Phone | 4155756100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1453 MISSION STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94103 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHANA L ALEXANDER | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 4155756100 | PhoneNum |
| Signature | 2024-02-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SHANA | PersonFirstNm |
| Person Last | ALEXANDER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES A BERMUDEZ | PreparerPersonNm |
| PTIN | P00099878 | PTIN |
| Phone | 9496007550 | PhoneNum |
| Preparation | 2024-02-16 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | S BROCK BLOMBERG | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1453 MISSION STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $41,896,754 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CIIS.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1974 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | CALIFORNIA INSTITUTE OF INTEGRAL STUDIES (CIIS) IS AN ACCREDITED UNIVERSITY THAT STRIVES TO EMBODY SPIRIT, INTELLECT, AND WISDOM IN SERVICE TO INDIVIDUALS, COMMUNITIES, AND THE EARTH. CIIS EXPANDS THE BOUNDARIES OF TRADITIONAL DEGREE PROGRAMS WITH TRANSDISCIPLINARY, CROSS-CULTURAL, AND APPLIED STUDIES UTILIZING FACE-TO-FACE, HYBRID, AND ONLINE PEDAGOGICAL APPROACHES. OFFERING A PERSONAL LEARNING ENVIRONMENT AND SUPPORTIVE COMMUNITY, CIIS PROVIDES AN EXCELLENT MULTIFACETED EDUCATION FOR PEOPLE COMMITTED TO TRANSFORMING THEMSELVES, OTHERS, AND THE WORLD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 0 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 715 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $141,291 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,040,117 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,381,399 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $35,250,048 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $36,936,824 | CYProgramServiceRevenueAmt |
| PY Investment Income | $11,401 | PYInvestmentIncomeAmt |
| CY Investment Income | $146,477 | CYInvestmentIncomeAmt |
| PY Other Revenue | $456,866 | PYOtherRevenueAmt |
| CY Other Revenue | $428,263 | CYOtherRevenueAmt |
| PY Total Revenue | $41,758,432 | PYTotalRevenueAmt |
| CY Total Revenue | $40,892,963 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $1,526,986 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,067,027 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $21,703,645 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $24,292,757 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $646,934 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,627,287 | PYOtherExpensesAmt |
| CY Other Expenses | $11,649,974 | CYOtherExpensesAmt |
| PY Total Expenses | $31,857,918 | PYTotalExpensesAmt |
| CY Total Expenses | $37,009,758 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $9,900,514 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,883,205 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $44,998,209 | TotalAssetsBOYAmt |
| Total Assets EOY | $49,020,222 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $20,377,765 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $21,039,402 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $24,620,444 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $27,980,820 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | CIIS IS AN INSTITUTION OF HIGHER EDUCATION THAT ENCOURAGES AN INTERDISCIPLINARY APPROACH TO LEARNING. OVER 1,600 STUDENTS ARE ENROLLED IN MASTERS, DOCTORAL, BACHELOR OF ARTS COMPLETION PROGRAMS, AND CERTIFICATIONS. OURS IS A MOSAIC OF FACES AND PHILOSOPHIES, BACKGROUNDS AND BELIEFS. LIKE OUR FACULTY AND STAFF, STUDENTS ARE INTELLECTUALLY ENGAGED AND SOCIALLY ACTIVE. EACH DAY BRINGS NEW EXPERIENCES THAT BROADEN HORIZONS AND HONE CRITICAL THINKING. PROGRAMS, BOTH INSIDE THE CLASSROOM AND THROUGHOUT THE CAMPUS, INSPIRE CREATIVITY, NURTURE COMMUNITY, CULTIVATE CURIOSITY, AND FOSTER SOCIAL GOOD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $18,352,395 | ExpenseAmt |
| Grant | $1,067,027 | GrantAmt |
| Revenue | $34,718,082 | RevenueAmt |
| Desc | CALIFORNIA INSTITUTE OF INTEGRAL STUDIES IS AN ACCREDITED INSTITUTION OF HIGHER EDUCATION THAT STRIVES TO EMBODY SPIRIT, INTELLECT AND THE WISDOM IN SERVICE TO INDIVIDUALS, COMMUNITIES, AND THE EARTH. SERVICES FOR STUDENTS INCLUDE AN EXTENSIVE LIBRARY. OVER 1500 STUDENTS ARE ENROLLED IN MASTER, DOCTORAL, AND BACHELOR OF ARTS COMPLETION PROGRAMS, AS WELL AS OTHER PROFESSIONAL CERTIFICATIONS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $947,678 | ExpenseAmt |
| Revenue | $719,929 | RevenueAmt |
| Desc | PUBLIC PROGRAMS OFFER ADULT CONTINUING EDUCATION WITH INNOVATIVE, EXPERIENTIAL LEARNING OPPORTUNITIES THAT MOVE BEYOND THE CONSTRAINTS OF DEGREE CENTERED EDUCATION. OVER 75 PROGRAMS ANNUALLY SERVE MORE THAN 10,000 PARTICIPANTS WITH SUBJECTS FOR PERSONAL GROWTH AND PROFESSIONAL DEVELOPMENT FOR MENTAL HEALTH PROFESSIONALS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,315,129 | ExpenseAmt |
| Revenue | $1,498,813 | RevenueAmt |
| Desc | THE SIX COUNSELING CENTERS OF CIIS OFFER MIND-BODY-SPIRIT PSYCHOTHERAPY TO INDIVIDUALS, COUPLES AND FAMILIES IN THE BAY AREA COMMUNITY, PROVIDING A SAFE AND SUPPORTIVE SETTING. CIIS STUDENTS AND POST-GRADUATE INTERNS ARE TRAINED AT THE CENTERS, SERVING MORE THAN 2000 CLIENTS ANNUALLY IN EXPLORING A WIDE RANGE OF LIFE'S ISSUES WITH AFFORDABLE, SLIDING-SCALE FEES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $20,615,202 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 363 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 715 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Form8899 Filedind | 0 | Form8899Filedind |
| Form1098 C Filed | 0 | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 0 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TINA O'GRADY | PersonNm |
| Phone | 4155756143 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1453 MISSION STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94103 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (28 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| BLOMBERG BROCK | |||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | Yes (X) | $109,882 | $0 | $2,408 | |
| JORDAN MARGARET | |||||||
| PROFESSOR, IHL | 40.00 | Yes (X) | $105,679 | $0 | $8,081 | ||
| WEXLER JUDITH | |||||||
| PRESIDENT, PAD | 40.00 | Yes (X) | Yes (X) | $263,463 | $0 | $4,821 | |
| ALEXANDER SHANA LOUISE | |||||||
| CHIEF FINANCIAL OFFICER | 40.00 | Yes (X) | Yes (X) | $82,294 | $0 | $27 | |
| KRASNIK VIOLETTA | |||||||
| STAFF TRUSTEE & PROGRAM COORDINATOR, WSD | 40.00 | Yes (X) | $30,765 | $0 | $0 | ||
| NICHOL BRADFORD | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| VAISHALI CHADHA | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| TIM CHANG | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| DIANE CIRINCIONE | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| DAPHNE CROCKER WHITE | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| KIMBERLY DAVIS | |||||||
| STUDENT TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID GERMANO | |||||||
| TRUSTEE UNTIL 10/31/2021 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE HEBEL | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| J MANUEL HERRERA | |||||||
| TRUSTEE UNTIL 05/11/2022 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN E LAURENSON | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| LORETTA LYNCH | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| BILL MOSCA | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN OLSSON | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL PINTO | |||||||
| CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| RICKI POLLYCOVE | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| BRENDA M SANDERS | |||||||
| VICE-CHAIR | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| MEIHONG XU | |||||||
| TRUSTEE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| BEAVEN ELIZABETH | |||||||
| PROVOST & CORP SECRETARY (FORMER POSITION) | 40.00 | Yes (X) | $163,464 | $0 | $8,696 | ||
| ELLIOTT JILLIAN | |||||||
| VICE PRESIDENT OF INSTITUTIONA | 40.00 | $154,982 | $0 | $3,170 | Yes (X) | ||
| DOMECILLO GUEVARRA CHERYL | |||||||
| DIR FINANCIAL PLAN-ANALY | 40.00 | $127,808 | $0 | $10,258 | Yes (X) | ||
| MARZULLO MICHELLE | |||||||
| PROFESSOR, HSX | 40.00 | $121,887 | $0 | $2,035 | Yes (X) | ||
| PHELPS JANIS | |||||||
| DIRECTOR, PTD | 40.00 | $145,492 | $0 | $8,971 | Yes (X) | ||
| HARTELIUS GLENN | |||||||
| PROFESSOR | 40.00 | $151,984 | $0 | $337 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,457,700 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $48,804 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 19 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ELLUCIAN COMPANY LP | |||||
| 2003 EDMUND HALLEY DRIVE SUITE 500 | RESTON | VA | 20191 | SOFTWARE AND SERVICES | $811,740 |
| US WIRED INC | |||||
| 310 W HAMILTON AVENUE | CAMPBELL | CA | 95008 | IT SERVICES | $766,830 |
| BBI ENGINEERING INC | |||||
| 241 QUINTS STREET | SAN FRANCISCO | CA | 94124 | CONTRACTORS | $459,075 |
| ST TERESA OF AVILA CATHOLIC CHARITY | |||||
| 390 MISSOURI STREET | SAN FRANCISCO | CA | 94107 | RENTAL PROPERTY | $272,630 |
| ROBERT HALF | |||||
| 2613 CAMINO RAMON | SAN RAMON | CA | 94583 | TEMP STAFFING | $224,632 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $220,658 | GovernmentGrantsAmt |
| All Other Contributions | $3,160,741 | AllOtherContributionsAmt |
| Total Contributions | $3,381,399 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION & FEES | 611710 | $35,192,802 | $35,192,802 |
| SALES AND SERVICE | 611710 | $1,498,814 | $1,498,814 |
| OTHER REVENUE | 611710 | $245,208 | $245,208 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $36,936,824 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,186 | TotalRevenueColumnAmt |
| Exclusion | $5,186 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $630,897 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $202,634 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $428,263 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $428,263 | TotalRevenueColumnAmt |
| Exclusion | $428,263 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $942,448 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $801,157 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $141,291 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $141,291 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $141,291 | UnrelatedBusinessRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,892,963 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $36,936,824 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $141,291 | UnrelatedBusinessRevenueAmt |
| Exclusion | $433,449 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,067,027 | TotalAmt |
| Program Services | $1,067,027 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $827,139 | TotalAmt |
| Program Services | $156,125 | ProgramServicesAmt |
| Management And General | $671,014 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,641,675 | TotalAmt |
| Program Services | $13,769,480 | ProgramServicesAmt |
| Management And General | $5,426,531 | ManagementAndGeneralAmt |
| Fundraising | $445,664 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,412,288 | TotalAmt |
| Program Services | $1,971,194 | ProgramServicesAmt |
| Management And General | $379,117 | ManagementAndGeneralAmt |
| Fundraising | $61,977 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,411,655 | TotalAmt |
| Program Services | $925,258 | ProgramServicesAmt |
| Management And General | $454,798 | ManagementAndGeneralAmt |
| Fundraising | $31,599 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Management And General | -$1,593 | ManagementAndGeneralAmt |
| Fundraising | $1,593 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $107,178 | TotalAmt |
| Management And General | $107,178 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,423,570 | TotalAmt |
| Program Services | $613,107 | ProgramServicesAmt |
| Management And General | $803,319 | ManagementAndGeneralAmt |
| Fundraising | $7,144 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,641 | TotalAmt |
| Program Services | $45,610 | ProgramServicesAmt |
| Management And General | $96,248 | ManagementAndGeneralAmt |
| Fundraising | $5,783 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,218,143 | TotalAmt |
| Program Services | $92,288 | ProgramServicesAmt |
| Management And General | $2,052,889 | ManagementAndGeneralAmt |
| Fundraising | $72,966 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $767,500 | TotalAmt |
| Program Services | $351,693 | ProgramServicesAmt |
| Management And General | $415,807 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $191,925 | TotalAmt |
| Program Services | $129,385 | ProgramServicesAmt |
| Management And General | $61,224 | ManagementAndGeneralAmt |
| Fundraising | $1,316 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,277 | TotalAmt |
| Program Services | $41,102 | ProgramServicesAmt |
| Management And General | $15,175 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $498,935 | TotalAmt |
| Management And General | $498,935 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,121,011 | TotalAmt |
| Program Services | $22,505 | ProgramServicesAmt |
| Management And General | $1,098,506 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $536,267 | TotalAmt |
| Program Services | $20,696 | ProgramServicesAmt |
| Management And General | $515,571 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BANK FEES | $791,219 | $159,255 | $628,914 | $3,050 |
| OTHER EXPENSES | $704,926 | $7,921 | $693,508 | $3,497 |
| BAD DEBT EXPENSE | $671,733 | $667,066 | $4,667 | |
| EMPLOYMENT EXPENSES | $656,725 | $65,863 | $585,337 | $5,525 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,756,924 | TotalAmt |
| Program Services | $509,627 | ProgramServicesAmt |
| Management And General | $1,240,477 | ManagementAndGeneralAmt |
| Fundraising | $6,820 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,009,758 | TotalAmt |
| Program Services | $20,615,202 | ProgramServicesAmt |
| Management And General | $15,747,622 | ManagementAndGeneralAmt |
| Fundraising | $646,934 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,086,571 | BOYAmt |
| EOY | $8,582,363 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,409,703 | BOYAmt |
| EOY | $4,321,719 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $904,512 | BOYAmt |
| EOY | $2,063,625 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,933,161 | BOYAmt |
| EOY | $1,509,660 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,347 | BOYAmt |
| EOY | $25,507 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $703,727 | BOYAmt |
| EOY | $602,227 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $28,107,622 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,910,719 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,977,434 | BOYAmt |
| EOY | $20,196,903 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $846,471 | BOYAmt |
| EOY | $11,585,416 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,283 | BOYAmt |
| EOY | $132,802 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,998,209 | BOYAmt |
| EOY | $49,020,222 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,195,577 | BOYAmt |
| EOY | $2,098,462 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,603,649 | BOYAmt |
| EOY | $4,806,743 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,520,624 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,057,915 | BOYAmt |
| EOY | $14,134,197 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,377,765 | BOYAmt |
| EOY | $21,039,402 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,468,122 | BOYAmt |
| EOY | $21,644,028 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,152,322 | BOYAmt |
| EOY | $6,336,792 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,620,444 | BOYAmt |
| EOY | $27,980,820 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,998,209 | BOYAmt |
| EOY | $49,020,222 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,883,205 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$522,829 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,968,374 | BeginningYearBalanceAmt |
| Other Expenditures | $436,056 | OtherExpendituresAmt |
| End Year Balance | $1,532,318 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,403,339 | BeginningYearBalanceAmt |
| Other Expenditures | $434,965 | OtherExpendituresAmt |
| End Year Balance | $1,968,374 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,229,376 | BeginningYearBalanceAmt |
| Contributions | $157,069 | ContributionsAmt |
| Investment Earnings Or Losses | $16,894 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,403,339 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,073,229 | BeginningYearBalanceAmt |
| Contributions | $101,487 | ContributionsAmt |
| Investment Earnings Or Losses | $54,660 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $2,229,376 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,077,058 | BeginningYearBalanceAmt |
| Contributions | $3,434 | ContributionsAmt |
| Other Expenditures | $7,263 | OtherExpendituresAmt |
| End Year Balance | $2,073,229 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,004,543 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,996,625 | DepreciationAmt |
| Book Value | $14,007,918 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,780,693 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,543,300 | DepreciationAmt |
| Book Value | $4,237,393 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $649,301 | OtherCostOrOtherBasisAmt |
| Depreciation | $102,022 | DepreciationAmt |
| Book Value | $547,279 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,673,085 | OtherCostOrOtherBasisAmt |
| Depreciation | $268,772 | DepreciationAmt |
| Book Value | $1,404,313 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $20,196,903 | TotalBookValueLandBuildingsAmt |
| Total Rev Etc Audited Fincl Stmt | $39,505,741 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$522,829 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$1,067,027 | OtherRevenueAmt |
| Revenue Not Reported | -$1,589,856 | RevenueNotReportedAmt |
| Revenue Subtotal | $41,095,597 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$202,634 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$202,634 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $40,892,963 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $36,145,365 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $202,634 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $202,634 | ExpensesNotReportedAmt |
| Expenses Subtotal | $35,942,731 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $1,067,027 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $1,067,027 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $37,009,758 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | THE ARTS AT CIIS HAS A ROTATING YEAR-ROUND EXHIBITION PROGRAM. THE PROGAM IS ROOTED IN THE BELIEF THAT ARTS AND CULTURE ADVANCE THE CROSS-DISCIPLINARY AND EDUCATIONAL MISSION OF THE UNIVERSITY, CULTIVATES CIVIC PARTICIPATION AND COMMUNITY ENGAGEMENT, NOURISHES CURIOSITY, AND FOSTERS DISCOURSE ACROSS DIFFERENCES ABOUT THE CHALLENGES WE SHARE AND THE FUTURE WE'RE CREATING. WE ARE COMMITTEED TO SUPPORTING THE CREATION AND PRESENTATION OF NEW AND EXPERIMENTAL WORKS IN ALL DISCIPLINES BY ARTISTS REPRESENTING A PLURALISM OF VOICES, INDENTITIES, AND COMMUNITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | SCHOLARSHIPS -1,067,027. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES -202,634. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | RENTAL EXPENSES 202,634. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SCHOLARSHIPS 1,067,027. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | PRESIDENTIAL INITIATIVE ON DIVERSITY, EQUITY, INCLUSIVITY, & BELONGING, AND INTERCULTURAL SENSITIVITY IS DETAILED ON WEBSITE. THE OFFICE OF DIVERSITY, EQUITY, & INCLUSION AT CIIS IS ACTIVELY INVOLVED IN THE COMMUNITY, POLICIES, PROCEDURES, EVENTS & PRACTICES. |
| SCHEDULE E, PART I, LINE 6 | CIIS RECEIVES/PARTICIPATES WITH THE FEDERAL STUDENT FINANCIAL AID PROGRAM, AND HERFF FUNDING. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | PROGRAM SERVICES | TypeOfActivitiesConductedTxt |
| Specific Services Provided | MS IN APPLIED PSYCHOLOGY | SpecificServicesProvidedTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART III ACCOUNTING METHOD: | FormAndLineReferenceDesc |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (20 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| OPPORTUNITY SCHOLARSHIP | 209 | $382,537 |
| ANGELES ARRIEN SCHOLARSHIP | 1 | $1,250 |
| CIF INTEGRAL SCHOLARSHIP | 1 | $2,500 |
| DIVERSITY SCHOLARSHIP | 46 | $200,000 |
| YELLOW RIBBON AWARD CIIS MATCH | 3 | $4,608 |
| SIRCAR, RINA MEMORIAL SCHOLARSHIP | 1 | $3,000 |
| PDT SCHOLARSHIP | 6 | $36,500 |
| CHAUDHURI, HARIDAS & BINA ENDOWED MEMORIAL SCHOLARSHIPS | 2 | $2,000 |
| SINGLE PARENT SCHOLARSHIP | 2 | $5,000 |
| RICHARD MEECH | 1 | $10,000 |
| ITPS SCHOLARSHIP | 2 | $6,000 |
| UNDERGRADUATE OPPORTUNITY SCHOLARSHIP | 46 | $140,128 |
| AUEN FOUNDATION SCHOLARSHIPS | 1 | $1,250 |
| CPTR BOSTON DIVERSITY SCHOLARSHIPS | 9 | $40,000 |
| CPTR CERT SCHOLARSHIPS | 14 | $50,000 |
| INTERNATIONAL OPPORTUNITY SCHOLARSHIP | 34 | $76,350 |
| CHUAN AND CHUN YEUNG MEMORIAL SCHOLARSHIP | 1 | $1,000 |
| ICP PROSPERITY GRANT | 93 | $49,200 |
| PCC SCHOLARSHIP | 3 | $15,000 |
| CPTR BIPOC SCHOLARSHIPS | 1 | $40,704 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | STUDENTS COMPLETE THE APPLICATION PROCESS. APPLICATIONS ARE STORED IN THE STUDENTS FA OFFICE AS WELL AS THE ADMISSONS OFFICE. DISBURSEMENTS FOR SCHOLARSHIPS GRANTED ARE RECONCILED EACH MONTH TO MAINTAIN WE ARE WITHIN THE BUDGETED AND GRANTED AMOUNTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WEXLER JUDITH | ||||||||||||||
| PRESIDENT, PAD | $263,463 | $0 | $0 | $0 | $0 | $0 | $4,428 | $0 | $393 | $0 | $268,284 | $0 | $0 | $0 |
| BEAVEN ELIZABETH | ||||||||||||||
| PROVOST & CORP SECRETARY (FORMER POS | $163,464 | $0 | $0 | $0 | $0 | $0 | $3,315 | $0 | $5,381 | $0 | $172,160 | $0 | $0 | $0 |
| ELLIOTT JILLIAN | ||||||||||||||
| VICE PRESIDENT OF INSTITUTIONA | $154,982 | $0 | $0 | $0 | $0 | $0 | $3,100 | $0 | $70 | $0 | $158,152 | $0 | $0 | $0 |
| PHELPS JANIS | ||||||||||||||
| DIRECTOR, PTD | $145,492 | $0 | $0 | $0 | $0 | $0 | $2,924 | $0 | $6,047 | $0 | $154,463 | $0 | $0 | $0 |
| HARTELIUS GLENN | ||||||||||||||
| PROFESSOR | $59,158 | $0 | $0 | $0 | $92,826 | $0 | $290 | $0 | $47 | $0 | $152,321 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 6 | ContributionCnt |
| Noncash Contributions Rpt F990 | $124,038 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | SELLING PRICE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | DISCOUNTED PROFESSIONAL SERVICES | 2 | $2,500 | DONORS SUBMITTED AMO |
| Yes (X) | BOARD DINNER RELATED EXPENSES | 1 | $1,135 | DONOR SUBMITTED RECE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FINANCE AND EXECUTIVE COMMITTEE REVIEWS THE 990 ON BEHALF OF THE BOARD AND MANAGEMENT THEN THE CFO DISTRIBUTES A COPY TO EACH BOARD MEMBER |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST FORM COMPLETED BY TRUSTEES |
| FORM 990, PART VI, SECTION B, LINE 15 | PRESIDENT - 2022; ASSESSMENT OF COMP SALARIES BY HUMAN RESOURCE DEPARTMENT. SALARIES WERE BASED ON EXTERNAL MARKET DATA IN CA, SF CITY, AND OTHER COMPARABLE ORGANIZATIONS, AND AGAINST THE AVAILABLE BUDGET. NATIONAL BENCHMARK DATA IS ALSO CONSIDERED FROM THE COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES (CUPA). COST OF LIVING ALLOWANCES ARE ALSO CONSIDERED. THE BOARD REVIEWES AND APPROVES COMPENSATION RECOMMENDATIONS CFO - 2022; SAME AS DESCRIBED ABOVE. |
| FORM 990, PART VI, SECTION C, LINE 18 | GUIDESTAR |
| FORM 990, PART VI, SECTION C, LINE 19 | CIIS CODE OF CONDUCT, 990 FEDERAL TAX RETURNS, AUDITED FINANCIAL STATEMENTS ARE PRESENTED UPON REQUEST AND THROUGH A VARIETY OF OUTSIDE PUBLIC DOMAINS. OTHER GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC MAY BE REQUESTED AT ANY TIME. |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | THIS REASONABLE CAUSE EXPLANATION ("EXPLANATION") IS SUBMITTED ON BEHALF OF THE CALIFORNIA INSTITUTE OF INTEGRAL STUDIES ("CIIS OR THE "TAXPAYER") (EIN 94-2254303) TO REQUEST WAIVER OF PENALTIES ASSOCIATED WITH A POTENTIALLY LATE FILING OF CIIS' FORM 990 FOR ITS TAX YEAR ENDED JUNE 30, 2022 (THE "2022 FORM 990"). CIIS IS A TAX-EXEMPT ENTITY. FOR REASONS WHICH REMAIN UNCLEAR TO CIIS, IN MID-2023, IRS CHANGED CIIS' EIN STATUS FROM CURRENT AND EXEMPT TO TERMINATED. AS A RESULT, CIIS WAS UNABLE TO FILE ITS 2022 FORM 990 ELECTRONICALLY AND CIIS FELL OFF OF THE IRS' PUBLIC 78 LISTING. CIIS DID NOT, HOWEVER, APPEAR ON THE IRS' EXEMPTION REVOCATION LISTING.BECAUSE CIIS' EIN WAS "TERMINATED," CIIS HAD NO CHOICE BUT TO FILE A PHYSICAL COPY OF ITS 2022 FORM 990 WHICH IT DID ON AUGUST 8, 2023.SUBSEQUENT TO CIIS' FILING OF A PAPER COPY OF THE 2022 FORM 990, THE TAXPAYER ADVOCATE OFFICE WAS ABLE TO GET IRS TO REINSTATE ITS 501(C) EXEMPTION AND TO RETURN CIIS' EIN TO CURRENT AND EXEMPT STATUS. FOR REFERENCE, THE LETTER FROM THE OFFICE OF THE TAXPAYER ADVOCATE TO CIIS WAS SENT ON OCTOBER 27, 2023.ON FEBRUARY 9, 2024, CIIS RECEIVED A LETTER 2694C FROM AMY C. HUSSEY, DEPARTMENT MANAGER OF IRS' DPO CODE & EDIT/NUMBERING; THIS LETTER INFORMED CIIS THAT ITS 2022 FORM 990 FILED ON PAPER ON AUGUST 8, 2023, HAD BEEN REJECTED, DUE TO THE FACT THAT IT WAS NOT FILED ELECTRONICALLY. A COPY OF THE LETTER 2695C, BEARING DOCUMENT LOCATOR NUMBER 0422696556, IS ENCLOSED FOR REFERENCE.THIS LETTER 2694C INDICATED THAT THE 2022 FORM 990 FILED BY CIIS ON AUGUST 8, 2023, HAD BEEN REJECTED BECAUSE, AS A TAX-EXEMPT ENTITY, CIIS WAS REQUIRED TO FILE THAT 2022 FORM 990 ELECTRONICALLY. HOWEVER, AND AS NOTED ABOVE, CIIS WAS NOT ABLE TO FILE THE 2022 FORM 990 ELECTRONICALLY DUE TO AN IRS SYSTEM ERROR WHICH DESIGNATED CIIS' EIN AS "TERMINATED." A TAXPAYER WITH A "TERMINATED" EIN IS UNABLE TO ELECTRONICALLY FILE FORM 990.AS REQUESTED BY THE LETTER 2694C, NOW THAT IRS' SYSTEM ERROR HAS BEEN CORRECTED AND CIIS' EIN HAS BEEN REINSTATED, CIIS IS SUBMITTING ITS 2022 FORM 990 ELECTRONICALLY. AS NOTED IN LETTER 2694C, IRS INDICATED THAT CIIS "MAY WANT TO INCLUDE A REASONABLE CAUSE EXPLANATION AS OF WHY [CIIS] DIDN'T INITIALLY SUBMIT ALL THE REQUIRED INFORMATION WITH [ITS] RETURN. AND THAT IRS "MAY CHARGE [CIIS] A PENALTY IF [CIIS FAILS] TO PROVIDE BOTH THE MISSING OR INCOMPLETE INFORMATION AND A REASONABLE CAUSE EXPLANATION."THIS EXPLANATION IS INTENDED TO BE THE REASONABLE CAUSE EXPLANATION REFERENCED IN LETTER 2694C. ACCORDINGLY, CIIS BELIEVES THE INFORMATION IN THIS EXPLANATION DEMONSTRATES THAT ITS FAILURE TO FILE THE 2022 FORM 990 WAS DUE TO REASONABLE CAUSE AND NOT TO WILLFUL NEGLECT. THEREFORE, CIIS RESPECTFULLY REQUESTS A COMPLETE WAIVER FROM ANY PENALTIES ASSOCIATED WITH ITS FAILURE TO FILE AN ELECTRONIC COPY OF THE 2022 FORM 990 BY THE FILING DUE DATE. | ExplanationTxt |