2022-07-13T16:59:07-05:00 2021-06-30 330526284 ALMICH & ASSOCIATES 26463 RANCHO PARKWAY SOUTH LAKE FOREST CA 92630 990 2020-07-01 942254303 CALIFORNIA INSTITUTE OF INTEGRAL STUDIES CALI 4155756100 1453 MISSION STREET SAN FRANCISCO CA 94103 SHANA L ALEXANDER CHIEF FINANCIAL OFFICER 4155756100 2022-07-13 1 SHANA ALEXANDER 999009999 JAMES A BERMUDEZ P00099878 9496007550 2022-07-12 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z S BROCK BLOMBERG 1453 MISSION STREET SAN FRANCISCO CA 94103 41933508 0 X WWW.CIIS.EDU X 1974 CA 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. 20 17 768 0 0 0 1144018 6040117 33421290 35250048 -7078 11401 6020 456866 34564250 41758432 1460520 1526986 0 0 20819481 21703645 0 0 62089 9505289 8627287 31785290 31857918 2778960 9900514 37136533 44998209 22540305 20377765 14596228 24620444 X 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. 1 1 16615525 1526986 33059978 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 1600 STUDENTS ARE ENROLLED IN MASTER, DOCTORAL, AND BACHELOR OF ARTS COMPLETION PROGRAMS, AS WELL AS OTHER PROFESSIONAL CERTIFICATIONS. 952340 618849 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. 1537951 1571221 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. 19105816 1 1 0 0 0 0 0 1 0 1 1 0 0 0 0 0 1 0 1 0 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 335 0 1 768 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 20 17 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X TINA O'GRADY 4155756143 1453 MISSION STREET SAN FRANCISCO CA 94103 SHANA ALEXANDER STUDENT TRUSTEE 3.00 X 0 0 0 ANEEL CHIMA CHAIR UNTIL 10/10/2020 3.00 X 0 0 0 DAPHNE CROCKER-WHITE TRUSTEE 3.00 X 0 0 0 CAROLYN COOKE FACULTY TRUSTEE 3.00 X 0 0 0 DIANE CIRINCIONE TRUSTEE 3.00 X 0 0 0 BETSY GORDON TRUSTEE 3.00 X 0 0 0 MIKE HEBEL TRUSTEE 3.00 X 0 0 0 J MANUEL HERRERA TRUSTEE 3.00 X 0 0 0 SUSAN E LAURENSON TRUSTEE 3.00 X 0 0 0 BILL MOSCA TRUSTEE 3.00 X 0 0 0 STEPHEN OLSSON TRUSTEE 3.00 X 0 0 0 MICHAEL PINTO CHAIR AS OF 10/10/2020 3.00 X 0 0 0 RICKI POLLYCOVE VICE CHAIR 3.00 X 0 0 0 BRENDA M SANDERS TRUSTEE 3.00 X 0 0 0 MIKEY SIEGEL TRUSTEE UNTIL 4/21/2021 3.00 X 0 0 0 MEIHONG XU TRUSTEE 3.00 X 0 0 0 JUDITH WEXLER PRESIDENT 35.00 X X 327430 0 3305 NICHOL BRADFORD TRUSTEE 3.00 X 0 0 0 VAISHALI CHADHA TRUSTEE 3.00 X 0 0 0 TIM CHANG TRUSTEE 3.00 X 0 0 0 VIOLETA KRASNIC STAFF TRUSTEE 3.00 X 0 0 0 DAVID GEMANO TRUSTEE 3.00 X 0 0 0 LORETTA LYNCH TRUSTEE 3.00 X 0 0 0 ELIZABETH BEAVEN PROVOST & CORPORATE SECRETARY 35.00 X 161612 0 6665 JILLIAN ELLIOTT VICE PRESIDENT OF INSTITUTIONAL ADVANCEMENT 35.00 X 152577 0 1535 RENEE EMUNAH PROFESSOR 35.00 X 108095 0 9632 JANIS PHELPS PROFESSOR 35.00 X 109233 0 7167 CHERYL GUEVARRA DIRECTOR OF FINANCIAL PLANNING 35.00 X 124740 0 8575 MICHELLE MARZULLO PROFESSOR 35.00 X 117107 0 994 GAIL BERGUNDE VICE PRESIDENT OF FINANCE 35.00 X 153125 0 1151 1253919 0 39024 18 1 1 0 KAISER FOUNDATION HEALTH PLAN PO BOX 629028 EL DORADO HILLS CA 95762 EMPLOYEE BENEFITS 1022702 USWIRED INC 310 W HAMILTON AVE CAMPBELL CA 95008 IT SERVICES 739710 SUTTER HEALTH PLUS 2480 NATOMAS PARK DRIVE SUITE 150 SACRAMENTO CA 95833 EMPLOYEE BENEFITS 439559 ELLUCIAN COMPANY LP 2003 EDMUND HALLEY DRIVE SUITE 500 RASTON VA 20191 ERP SOFTWARE - INCOMING 337082 ARTHUR J GALLAGHER & CO INSUR 1255 BATTERY STREET SUITE 450 SAN FRANCISCO CA 94111 COMMERCIAL INSURANCES 315813 18 4325321 1714796 39168 6040117 TUITION & FEES 611710 33517992 33517992 SALES AND SERVICE 611710 1361361 1361361 OTHER REVENUE 611710 370695 370695 35250048 11401 11401 609956 171962 437994 437994 437994 21986 3114 18872 18872 41758432 35250048 0 468267 1526986 1526986 2716414 1276988 1439426 15821459 11479716 4341743 964785 929757 35028 2200987 2046162 154825 87268 87268 1626222 817805 808417 2030305 66912 1916884 46509 695478 288218 407260 43714 14956 28552 206 446222 446222 781304 22365 758939 312975 5829 307146 EQUIPMENT RENTAL & MAIN 532869 55803 477066 EMPLOYMENT EXPENSES 475136 6380 468756 BANK FEES 291320 72073 219247 BAD DEBT EXPENSE 245151 8988 236163 1059323 486878 557071 15374 31857918 19105816 12690013 62089 2100 13086571 12423969 8409703 491471 904512 1311896 1933161 0 16102 21347 1065077 703727 25698376 6720942 19000985 18977434 708050 846471 2000000 116883 115283 37136533 44998209 1508934 3195577 2891684 4603649 11520624 11520624 6619063 1057915 22540305 20377765 X 10056193 19468122 4540035 5152322 14596228 24620444 37136533 44998209 9900514 123702 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 115283 X X 0 2403339 434965 1968374 2229376 157069 16894 2403339 2073229 101487 54660 2229376 2077058 3434 7263 2073229 1831032 265308 19282 2077058 0 0 23694066 6696963 16997103 219269 21193 198076 120202 2786 117416 1664839 1664839 18977434 40530224 123702 -1526986 -1403284 41933508 -175076 -175076 41758432 30506008 175076 175076 30330932 1526986 1526986 31857918 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 -1,526,986. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -171,962. COST OF GOODS SOLD -3,114. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 171,962. COST OF GOODS SOLD 3,114. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 1,526,986. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 PRESIDENTIAL INITIATIVE ON DIVERSITY, INCLUSIVITY & INTERCULTURAL SENSITIVITY IS DETAILED ON WEBSITE. THE OFFICE OF DIVERSITY & 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, HERFF FUNDING, AND PPP PAYROLL RELIEF EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES MS IN APPLIED PSYCHOLOGY 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART III ACCOUNTING METHOD: 1 FINANCIAL AID (OPPORTUNITY SCHOLARSHIP) 466 905294 ANGELES ARRIEN SCHOLARSHIP 1 1250 CIF INTEGRAL SCHOLARSHIP 2 5500 DIVERSITY SCHOLARSHIP 43 160833 YELLOW RIBBON AWARD CIIS MATCH 5 20716 HANSER SAM 2 2000 PDT OPPORTUNITY SCHAOLARSHIP 8 48000 CHAUDHURI, HARIDAS & BINA ENDOWED MEMORIAL SCHOLARSHIPS 2 2000 SINGLE PARENT SCHOLARSHIP 3 5833 RICHARD MEECH 1 10000 ITPS SCHOLARSHIP 4 8000 CMH SCHOLARSHIP 7 45000 ROCKERFELLER SCHOLARSHIP 1 5000 CPTR BOSTON DIVERSITY SCHOLARSHIPS 41 55456 CPTR CERT SCHOLARSHIPS 52 223519 MISCELLANEOUS OTHER GRANTS 28585 PART I, LINE 2: 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. X 0 0 0 0 0 0 0 0 0 JUDITH WEXLER PRESIDENT 327430 0 0 0 0 0 0 0 3305 0 330735 0 0 0 ELIZABETH BEAVEN PROVOST & CORPORATE SECRETARY 161612 0 0 0 0 0 0 0 6665 0 168277 0 0 0 GAIL BERGUNDE VICE PRESIDENT OF FINANCE 153125 0 0 0 0 0 0 0 1151 0 154276 0 0 0 JILLIAN ELLIOTT VICE PRESIDENT OF INSTITUTIONAL ADVA 152577 0 0 0 0 0 0 0 1535 0 154112 0 0 0 A CALIFORNIA MUNICIPAL FINANCE AUTHORITY 2019-04-01 11520725 PAY OFF TAXABLE DEBT ON BUILDING 0 0 0 A 11520725 243342 1 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 A 0 X 2 10492 FMV X MOVIE THEATRE CHAIRS (9) & PHONE BOOTH 10 24427 DONOR ESTIMATE, BASE X FOOD/DRINK, SERVICES, OTHER BOARD DINNER EXPENSES 1 4249 RECEIPTS SUBMITTED B 0 1 0 FORM 990, PART III, LINE 2 DUE TO THE COVID PANDEMIC, ALL IN-PERSON PROGRAMING FOR ACCREDITED COURSEWORK, CLINICIAN HOURS, CERTIFICATIONS, AND PUBLIC PROGRAMS MOVED TO A VIRTUAL ENVIRONMENT. THIS CHANGE IS/WAS EXPECTED TO BE TEMPORARY. FORM 990, PART III, LINE 3 DUE TO THE COVID PANDEMIC, ALL IN-PERSON PROGRAMING FOR ACCREDITED COURSEWORK, CLINICIAN HOURS, CERTIFICATIONS, AND PUBLIC PROGRAMS MOVED TO A VIRTUAL ENVIRONMENT. THIS CHANGE IS/WAS EXPECTED TO BE TEMPORARY. FORM 990, PART VI, SECTION A, LINE 7A FACULTY COUNCIL ELECTS A REPRESENTATIVE TO THE BOARD OF TRUSTEES. ADMINISTRATIVE STAFF ASSOCIATION ALSO ELECTS A REPRESENTATIVE TO THE BOARD OF TRUSTEES. 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 - 2021; ASSESSMENT OF COMPARABLE SALARIES BY EXECUTIVE SEARCH FIRM. SALARIES WERE BASED ON EXTERNAL MARKET DATA AT THE TIME OF HIRE 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. 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.