2026-05-13T03:08:24-05:00 2025-06-30 333709623 COHNREZNICK ADVISORY LLC 621 CAPITOL MALL SUITE 2150 SACRAMENTO CA 95814 990 2024-07-01 951992732 THE UNIVERSITY CORPORATION UNIV 8186776011 18111 NORDHOFF STREET NORTHRIDGE CA 913308310 RICK EVANS PRESIDENT 8186776011 2026-05-07 1 1 JOLANTA TUCK P01340068 9164429100 2026-05-05 2024 2025-03-06 01:10:19Z RICK EVANS 18111 NORDHOFF STREET NORTHRIDGE CA 913308310 73328471 0 X WWW.CSUN.EDU/TUC X 1958 CA TO PROVIDE SERVICES AND SOLUTIONS THAT ADDRESS THE NEEDS OF CSU, NORTHRIDGE. 17 8 1332 7 0 0 0 0 48832188 57418157 1903969 3079294 0 0 50736157 60497451 7394576 8995224 0 0 23917664 27010042 0 0 0 16061201 18437706 47373441 54442972 3362716 6054479 84695490 91315603 24920381 24022396 59775109 67293207 X ON BEHALF OF CALIFORNIA STATE UNIVERSITY, NORTHRIDGE, THE UNIVERSITY CORPORATION PERFORMS A NUMBER OF ACTIVITIES INCLUDING OPERATING THE CAMPUS BOOKSTORE, FOOD SERVICES, VENDING OPERATIONS, ADMINISTRATION OF VARIOUS FUNDS AND GRANTS, MANAGING CAMPUS FACULTY/STAFF HOUSING PROGRAM, OFF-CAMPUS RESEARCH AND ADMINISTRATIVE BUILDING, AS WELL AS THE LICENSING OF CAMPUS FACILITIES, LOGOS AND TRADEMARKS. 0 0 41130233 8225870 46310058 GRANTS AND CONTRACTS ADMINISTRATION - THE UNIVERSITY CORPORATION PROVIDES POST-AWARD ADMINISTRATION OF SPONSORED PROGRAMS. WORKING WITH THE UNIVERSITY'S OFFICE OF RESEARCH AND SPONSORED PROJECTS, THE CORPORATION SPONSORED PROGRAMS DIVISION PROVIDES SUPPORT TO PRINCIPAL INVESTIGATORS AND PROJECT STAFF WITH INTERPRETATION OF REGULATIONS, PROCESSING OF EXPENSES, PAYROLL, HUMAN RESOURCES, RISK MANAGEMENT, FINANCIAL REPORTING, MANAGEMENT OF AUDITS AND OTHER SERVICES IN SUPPORT OF EXTERNALLY FUNDED PROGRAMS. AFTER DEDUCTING ALL DIRECT COSTS OF THE SPONSORED PROGRAMS DEPARTMENT, A RESERVE ALLOCATION AND ADMINISTRATION COSTS, THE UNIVERSITY CORPORATION SETS ASIDE THE REMAINING INDIRECT COST RECOVERY FUNDS INTO A RESERVE ACCOUNT. 8911487 10138248 AUXILIARY SERVICES, FOOD SERVICES, BOOKSTORE COMMISSIONS, REAL ESTATE RENTALS - SEE SCHEDULE O 769354 769354 969851 UNIVERSITY PROJECTS - SEE SCHEDULE O 50811074 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 189 0 1 1332 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 8 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X GRACE SLAVIK 8186776011 18111 NORDHOFF STREET NORTHRIDGE CA 913308310 ERIKA BECK CHAIR 0.20 39.80 X X 0 546859 88780 COLIN DONAHUE RECORDING SECRETARY 0.20 39.80 X X 0 330800 126836 RICK EVANS PRESIDENT 32.00 8.00 X 0 225477 79837 HAMID JOHARI DIRECTOR 0.20 39.80 X 0 190299 88738 DAVE MOON DIRECTOR 0.20 39.80 X 0 198285 51276 LOIS SHELTON DIRECTOR 0.20 39.80 X 0 158116 62596 BENEDICT YASPELKIS FIRST VICE PRESIDENT 0.20 39.80 X X 0 144065 68522 HEATHER CAIRNS ASSOCIATE EXEC. DIR. ADMIN SERVICES 40.00 X 133508 0 48909 GRACE SLAVIK SECRETARY 32.00 8.00 X 133306 0 37503 JULIE M GOULD PROJECT COORDINATOR 40.00 X 142727 0 22344 JULIA SANTIAGO INTERIM MANAGING DIRECTOR 40.00 X 123174 0 30973 MERILLA SCOTT EXECUTIVE DIR. OF STRENGTH UNITED 40.00 X 133959 0 11904 NHUT HO FOUNDING DIR. NASA AUTO. RES. CENTER 40.00 X 134322 0 0 MICHAEL PHILLIPS TREASURER 0.20 39.80 X X 0 75132 0 JERALD SCHUTTE DIRECTOR 0.20 39.80 X 0 35319 0 HARVEY BOOKSTEIN DIRECTOR 0.20 X 0 0 0 RONALD S FRIEDMAN DIRECTOR 0.20 X 0 0 0 CARLOS FUENTES DIRECTOR 0.20 X 0 0 0 ISAAC GAVINO DIRECTOR 0.20 3.00 X 0 0 0 JOSELYN HARRIS DIRECTOR 0.20 3.00 X 0 0 0 OMAR JWAINAT DIRECTOR 0.20 39.80 X 0 1898 0 KATIE KARROUM SECOND VICE PRESIDENT 0.20 18.20 X 0 0 0 IMAN KHAN DIRECTOR 0.20 18.00 X 0 0 0 BRIANNA KOVENIA DIRECTOR 0.20 3.00 X 0 0 0 800996 1906250 718218 10 0 1 0 0 GRANT ADMINISTRATION 900099 46310058 46310058 AUXILIARY SERVICES 722320 10138248 10138248 UNIVERSITY PROJECTS 900099 969851 969851 57418157 1292506 1292506 14617808 12831020 1786788 1786788 1786788 60497451 57418157 0 3079294 3235988 3235988 5759236 5759236 149740 149740 21377168 19943787 1433381 336169 311568 24601 1242808 1159663 83145 3904157 3618454 285703 63810 48417 15393 11717 8890 2827 106893 81107 25786 2025336 1536760 488576 134236 129236 5000 204845 184803 20042 1350312 770437 579875 1127722 1109258 18464 128509 128509 1862910 1580411 282499 564533 381104 183429 COST OF SALES - AUX 5426161 5426161 PROGRAM MATERIAL AND EQ 4411255 4411255 PROGRAM SUPPLIES 134348 116126 18222 885119 869904 15215 54442972 50811074 3631898 0 6022477 4628427 1564154 846255 11848152 12427541 1323952 1052689 23016 19452 296348 321644 43595419 25660630 17684120 17934789 42179884 48653262 2098543 2769056 1654844 2662488 84695490 91315603 5729322 7765179 4789607 2231275 3352136 2985928 6918823 6687008 4130493 4353006 24920381 24022396 X 55613777 62878122 4161332 4415085 59775109 67293207 84695490 91315603 X 6054479 1868031 -404412 X 0 1 X 1 1 1 X X 1 CAL STATE UNIV NORTHRIDGE 954358677 6 1 769354 50041720 1 769354 50041720 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 X PART I, LINE 12G, COLUMN (VI) THE AMOUNT REPORTED IN COLUMN (VI) IS THE TOTAL PROGRAMMATIC EXPENSES OF THE ORGANIZATION LESS TOTAL GRANTS PAID TO CALIFORNIA STATE UNIVERSITY, NORTHRIDGE. PART IV, SECTION E, LINE 1C THE WAY IN WHICH THE ORGANIZATION MEETS THE INTEGRAL PART TEST IS BY PROVIDING SERVICES AND SOLUTIONS THAT ADDRESS THE NEEDS OF AND COMPLEMENT THE MISSION AND ACADEMIC PROGRAMS OF CALIFORNIA STATE UNIVERSITY, NORTHRIDGE SO STUDENTS CAN ACHIEVE THEIR EDUCATIONAL GOALS. THE ORGANIZATION IS OPERATED SOLELY FOR THE BENEFIT OF THE CAMPUS. 0 1 X 10580030 1125135 191473 158319 11355373 9877841 1152241 301884 148168 10580030 9460679 813218 254147 141909 9877841 10756837 -872606 262199 161353 9460679 9662330 1547557 308115 144935 10756837 0.34000 0.34000 0.32000 0 0 7327214 7327214 13112325 7289500 5822825 17609352 13318918 4290434 5546528 5052212 494316 17934789 CAPITAL LEASE OBLIGATIONS 3435000 DUE TO CSU, NORTHRIDGE 17576 LEASE LIABILITY 900430 4353006 61859003 1868031 1868031 59990972 506479 506479 60497451 54340905 0 54340905 102067 102067 54442972 PART IV, LINE 2B: THE ESCROW LIABILITY AMOUNTS ON FORM 990, PART X, LINE 21 CONSIST OF TENANT SECURITY DEPOSITS AND FUNDS HELD FOR OTHER CAMPUS PROGRAM ACTIVITIES. TENANT SECURITY DEPOSITS ARE HELD IN A SEPARATE BANK ACCOUNT. THE DEPOSITS ARE REFUNDED TO THE TENANT UPON TERMINATION OF THE LEASE. FUNDS HELD FOR OTHER CAMPUS PROGRAM ACTIVITIES ARE HELD FOR THE LICENSING AND AGENCY FUND AND A FACULTY AWARD FROM A CONTRACT WITH MEDTRONICS. PART V, LINE 4: THE PRIMARY INVESTMENT OBJECTIVE IS TO ACHIEVE RISK-ADJUSTED REAL RETURNS NECESSARY TO PRESERVE AND GROW CAPITAL AND TO SUPPORT THE LONG-TERM AND SHORT-TERM SPENDING REQUIREMENTS OF THE CORPORATION. PART XI, LINE 4B - OTHER ADJUSTMENTS: OTHER POSTRETIREMENT CHANGES RECOGNIZED 506,479. PART XII, LINE 4B - OTHER ADJUSTMENTS: OTHER COMPONENTS OF NET POSTRETIREMENT BENEFIT COST 102,067. 1 AMERICAN PSYCHOLOGICAL ASSOCIATION - APA 750 1ST STREET NE WASHINGTON DC 200024241 530205890 501(C)(3) 48476 0 RESEARCH APOGEE COMPOSITES HOLDINGS LLC 16882 MAIN ST GARDENA CA 90248 873161994 5458 0 RESEARCH CAL POLY POMONA FOUNDATION INC 3801 WEST TEMPLE AVENUE BUILDING 55 POMONA CA 91768 952417645 501(C)(3) 18000 0 NON-RESEARCH GRANTS CAL STATE LA UNIVERSITY AUXILIARY SERVICES INC 5151 STATE UNIVERSITY DRIVE GE 314 LOS ANGELES CA 900324226 954016653 501(C)(3) 131895 0 RESEARCH AND NON-RESEARCH GRANTS CALIFORNIA STATE UNIVERSITY NORTHRIDGE 18111 NORDHOFF STREET NORTHRIDGE CA 91330 944358677 115 769354 0 UNIVERSITY PROJECTS CEDARS-SINAI MEDICAL CENTER 6500 WILSHIRE BLVD 1800 LOS ANGELES CA 90048 951644600 501(C)(3) 8800 0 RESEARCH CSU DOMINGUEZ HILLS FOUNDATION 1000 E VICTORIA ST CARSON CA 907470001 952543028 501(C)(3) 44363 0 NON-RESEARCH GRANTS CSU LONG BEACH RESEARCH FOUNDATION 6300 STATE UNIVERSITY DR SUITE 332 LONG BEACH CA 90815 956106694 501(C)(3) 16804 0 NON-RESEARCH GRANTS ECONSTRUCT USA LLC 11823 ARBOR STREET SUITE 200 OHAMA NE 68144 270538416 20000 0 RESEARCH FERNANDENO TATAVIAM BAND OF MISSION INDIANS 1019 SECOND STREET SAN FERNANDO CA 91340 383735313 501(C)(4) 191201 0 NON-RESEARCH GRANTS HONEYWELL INTERNATIONAL INC 111 SOUTH 34TH STREET PHOENIX AZ 850342802 222640650 21306 0 RESEARCH LOS ANGELES COMMUNITY COLLEGE DISTRICT - MISSION COLLEGE 13356 ELDRIDGE AVENUE SYLMAR CA 91342 952587353 115 55269 0 RESEARCH AND NON-RESEARCH GRANTS LOS ANGELES COMMUNITY COLLEGE DISTRICT - PIERCE COLLEGE 770 WILSHIRE BLVD 7TH FLOOR LOS ANGELES CA 90017 982587353 115 46698 0 RESEARCH AND NON-RESEARCH GRANTS LOS ANGELES VALLEY COLLEGE 5800 FULTON AVENUE VALLEY GLEN CA 91401 952974779 501(C)(3) 64757 0 RESEARCH NEW JERSEY INSTITUTE OF TECHNOLOGY PO BOX 22683 NEW YORK NY 10087 226000910 115 43989 0 RESEARCH NEW MEXICO STATE UNIVERSITY PO BOX 30002 MSC RAS LAS CRUCES NM 88003 856000401 115 15991 0 RESEARCH NORTHEAST VALLEY HEALTH CORPORATION 1172 N MACLAY AVE SAN FERNANDO CA 91340 237120632 501(C)(3) 684784 0 NON-RESEARCH GRANTS NORTHRIDGE HOSPITAL FOUNDATION 8210 ETIWANDA AVE RESEDA CA 91335 237444901 501(C)(3) 129592 0 NON-RESEARCH GRANTS OREGON STATE UNIVERSITY A312 KERR ADMINISTRATION BUILDING CORVALLIS OR 973312140 611730890 115 44055 0 RESEARCH RANCHO RESEARCH INSTITUTE PO BOX 3500 DOWNEY CA 902423500 951911180 501(C)(3) 73768 0 RESEARCH ROOTED CHANGE CONSULTING 4433 HYACINTH AVENUE OAKLAND CA 94619 300390526 15400 0 NON-RESEARCH GRANTS SANTA CLARITA COMMUNITY COLLEGE DISTRICT - COLLEGE OF THE CANYONS 26455 ROCKWELL CANYON ROAD SANTA CLARITA CA 91355 952561360 115 32890 0 NON-RESEARCH GRANTS TATAVIAM LAND CONSERVANCY 1019 SECOND STREET SAN FERNANDO CA 91340 831446244 501(C)(3) 298335 0 NON-RESEARCH GRANTS TEMPLE UNIVERSITY PO BOX 22432 NEW YORK NY 100872432 231365971 501(C)(3) 15326 0 RESEARCH TERASAKI INSTITUTE FOR BIOMEDICAL INNOVATION 21100 ERWIN STREET WOODLAND HILLS CA 913673712 954249502 501(C)(3) 17600 0 RESEARCH THAI COMMUNITY DEVELOPMENT CENTER 6376 YUCCA STREET SUITE B LOS ANGELES CA 90028 954531770 501(C)(3) 5055 0 RESEARCH THE PENNSYLVANIA STATE UNIVERSITY 310 LEONHARD BUILDING UNIVERSITY PARK PA 16802 246000376 115 17789 0 RESEARCH THE REGENTS OF THE UNIVERSITY OF CALIFORNIA LOS ANGELES 10889 WILSHIRE BLVD SUITE 700 LOS ANGELES CA 900951406 956006143 501(C)(3) 58966 0 RESEARCH THE TRUSTEES OF PRINCETON UNIVERSITY 701 CARNEGIE CENTER SUITE 443 PRINCETON NJ 08540 210634501 501(C)(3) 99329 0 RESEARCH THE UNIVERSITY OF MISSISSIPPI 113 FALKNER UNIVERSITY OXFORD MS 38677 646001159 501(C)(3) 207758 0 RESEARCH 25 5 STIPENDS AND SCHOLARSHIPS 636 4154895 STUDENT INCENTIVES AND HOUSING ASSISTANCE 256 1604341 PART I, LINE 2: RESEARCH GRANTS SUB-RECIPIENTS (NON-PROFITS) - THE PRINCIPAL INVESTIGATOR ("PI") HAS THE RESPONSIBILITY, ON AN ONGOING BASIS THROUGHOUT THE LIFE OF THE AWARD, TO MONITOR THE ACTIVITIES OF SUB-RECIPIENTS IN ACCORDANCE WITH THE GOVERNING AGREEMENT, TO ASSURE THAT AWARDED FUNDS ARE USED FOR AUTHORIZED PURPOSES IN COMPLIANCE WITH THE PROVISIONS OF THE AGREEMENT, AND TO ENSURE THAT PERFORMANCE GOALS ARE MET. RESEARCH GRANTS SUB-RECIPIENTS (FOR-PROFITS) - BECAUSE A-133 DOES NOT APPLY TO FOR-PROFIT SUB-RECIPIENTS, THE UNIVERSITY CORPORATION MAY ESTABLISH ITS OWN REQUIREMENTS, AS NECESSARY ON AN INDIVIDUAL BASIS, TO ENSURE COMPLIANCE BY SUCH SUB-RECIPIENTS. THE PI SHOULD CONSIDER USING SUB-RECIPIENT MONITORING TECHNIQUES SIMILAR TO THOSE USED FOR ENTITIES THAT ARE SUBJECT TO A-133. CONTRACTS WITH FOR-PROFIT SUB-RECIPIENTS SHOULD DESCRIBE APPLICABLE COMPLIANCE REQUIREMENTS AND RESPONSIBILITIES. METHODS TO ASSESS COMPLIANCE WITH FEDERAL SUB-AWARDS MADE TO FOR-PROFIT SUB-RECIPIENTS MAY INCLUDE PRE-AWARD AUDITS, AND ON-SITE VISITS. IN ADDITION, SUB-RECIPIENTS THAT ARE NOT SUBJECT TO A-133 MAY BE ASKED TO SUBMIT SUPPORTING DOCUMENTATION IN THE FORM OF ORIGINAL RECEIPTS, COPIES OF PAYROLL RECORDS, AUDITS, ETC. IF CIRCUMSTANCES WARRANT. GRANTS TO INDIVIDUALS - GRANTS & OTHER ASSISTANCE ARE PRIMARILY GRANTED TO INDIVIDUALS TO HELP THEM IMPROVE THEIR RESEARCH SKILLS. AS SUCH, THE RESPONSIBLE PRINCIPAL INVESTIGATOR CLOSELY MONITORS THE PROGRESS OF THE RECIPIENTS. THE AMOUNT REPORTED IN PART III IS DISTRIBUTED FROM FUNDS RECEIVED FROM GRANTING ORGANIZATIONS THAT ARE RESPONSIBLE, ALONG WITH GRANT PROGRAM DIRECTORS OF CALIFORNIA STATE UNIVERSITY, NORTHRIDGE, FOR DETERMINING ELIGIBILITY AND INDIVIDUAL ASSISTANCE PAYMENT AMOUNT REQUIREMENTS. THE UNIVERSITY CORPORATION IS RESPONSIBLE FOR DISTRIBUTING GRANT FUNDS TO THOSE INDIVIDUALS INDICATED BY THE GRANTING AGENCY AND/OR PROGRAM DIRECTORS. X X X 0 0 0 0 0 0 0 0 0 ERIKA BECK CHAIR 0 474307 0 60000 0 12552 0 48463 0 40317 0 635639 0 0 COLIN DONAHUE RECORDING SECRETARY 0 330404 0 0 0 396 0 98320 0 28516 0 457636 0 0 RICK EVANS PRESIDENT 0 225081 0 0 0 396 0 66840 0 12997 0 305314 0 0 HAMID JOHARI DIRECTOR 0 190299 0 0 0 0 0 56472 0 32266 0 279037 0 0 DAVE MOON DIRECTOR 0 196749 0 0 0 1536 0 49091 0 2185 0 249561 0 0 LOIS SHELTON DIRECTOR 0 158116 0 0 0 0 0 47549 0 15047 0 220712 0 0 BENEDICT YASPELKIS FIRST VICE PRESIDENT 0 143615 0 450 0 0 0 38492 0 30030 0 212587 0 0 HEATHER CAIRNS ASSOCIATE EXEC. DIR. ADMIN SERVICES 133092 0 0 0 416 0 9154 0 39755 0 182417 0 0 0 GRACE SLAVIK SECRETARY 133101 0 0 0 205 0 8185 0 29318 0 170809 0 0 0 JULIE M GOULD PROJECT COORDINATOR 142605 0 0 0 122 0 7314 0 15030 0 165071 0 0 0 JULIA SANTIAGO INTERIM MANAGING DIRECTOR 122956 0 0 0 218 0 8972 0 22001 0 154147 0 0 0 PART I, LINE 3 CALIFORNIA STATE UNIVERSITY, NORTHRIDGE, A RELATED ORGANIZATION ESTABLISHES COMPENSATION FOR ANY INDIVIDUALS COMPENSATED BY A RELATED ORGANIZATION ON PART VII FOR CALENDAR YEAR 2024. THIS RELATED ORGANIZATION USES THE FOLLOWING METHODS TO ESTABLISH COMPENSATION: ESTABLISHED AND MAINTAINS THE COMPENSATION FOR THE CEO/EXECUTIVE DIRECTOR. COMPENSATION IS DETERMINED BY CAMPUS OFFICE OF HUMAN RESOURCES USING CALIFORNIA STATE UNIVERSITY APPROVED METHODOLOGIES FOR DETERMINING COMPARABLE COMPENSATION. PART II: COMPENSATION FOR RICK EVANS WAS PAID BY CALIFORNIA STATE UNIVERSITY, NORTHRIDGE AND THEN REIMBURSED 65% BY THE UNIVERSITY CORPORATION AND 35% BY NORTH CAMPUS - UNIVERSITY PARK DEVELOPMENT CORPORATION, AN AFFILIATED ORGANIZATION. A TRUSTEES OF THE CALIFORNIA STATE UNIVERSITY 912155587 13077CY73 2015-08-05 1154470421 SEE PART VI 0 0 0 B TRUSTEES OF THE CALIFORNIA STATE UNIVERSITY 912155587 13077DAY8 2017-02-08 948163533 SEE PART VI 1 0 0 C TRUSTEES OF THE CALIFORNIA STATE UNIVERSITY 912155587 13077DEZ1 2018-08-02 584127152 SEE PART VI 1 0 0 A 520000 2525000 15854 13345 4400000 2016 1 0 1 1 B 1845000 2390000 285000 2447901 5654 1997 0 0 1 1 C 1105000 1475000 220000 1498040 7130 1998 1 0 1 1 A 0 0 0 0 0 0 1 B 0 0 0 0 0 0 1 C 0 0 0 0 0 0 1 A 0 0 0 0 0 0 NA 0 0 0 NA 0 1 1 B 0 0 0 0 0 0 NA 0 0 0 NA 0 1 1 C 0 0 0 0 0 0 NA 0 0 0 NA 0 1 1 A 1 B 1 C 1 SCHEDULE K, PART I CONTINUATION, LINE A: (A) ISSUER NAME: TRUSTEES OF THE CALIFORNIA STATE UNIVERSITY (B) ISSUER EIN: 91-2155587 (C) CUSIP #: 13077CY73 (D) DATE ISSUED: 8/5/2015 (E) ISSUE PRICE: 1,154,470,421 (F) PURPOSE: PORTION OF SRB 2015A USED TO FUND COSTS ASSOCIATED WITH THE ACQUISITION OF THE UNIVERSITY CORPORATION 9324 RESEDA BLVD. BUILDING PROPERTY SCHEDULE K, PART I CONTINUATION, LINE B: (A) ISSUER NAME: TRUSTEES OF THE CALIFORNIA STATE UNIVERSITY (B) ISSUER EIN: 91-2155587 (C) CUSIP #: 13077DAY8 (D) DATE ISSUED: 2/8/2017 (E) ISSUE PRICE: 948,163,533 (F) PURPOSE: PORTION OF SRB 2017A REFUNDED SRB 2007A ALLOCABLE TO PRIOR REFUNDING OF CSUN UNIVERSITY CORPORATION SERIES 1996 BONDS ALLOCABLE TO CAMPUS BOOKSTORE SCHEDULE K, PART I CONTINUATION, LINE C: (A) ISSUER NAME: TRUSTEES OF THE CALIFORNIA STATE UNIVERSITY (B) ISSUER EIN: 91-2155587 (C) CUSIP #: 13077DEZ1 (D) DATE ISSUED: 8/2/2018 (E) ISSUE PRICE: $584,127,152 (F) PURPOSE: PORTION OF SRB 2018A REFUNDED CSUN UNIVERSITY CORPORATION SERIES 2008A WHICH REFUNDED SERIES 1996 BONDS ALLOCABLE TO CAMPUS FACULTY-STAFF HOUSING (COLLEGE COURT CONDOMINIUMS) FORM 990, PART III, LINE 4B, PROGRAM SERVICE ACCOMPLISHMENTS: AUXILIARY SERVICES, FOOD SERVICES, BOOKSTORE COMMISSIONS, REAL ESTATE RENTALS - THE CSUN CAMPUS STORE'S PRIMARY FUNCTION IS TO PROVIDE ACADEMIC MATERIALS TO STUDENTS IN A TIMELY AND EFFICIENT MANNER. THE STORE ACTIVELY PURSUES WAYS TO HELP CONTAIN THE COSTS OF EDUCATIONAL MATERIALS, ALWAYS STRIVES TO IMPROVE THE QUALITY OF ITS SERVICES, AND IS COMMITTED TO FACILITATING LEARNING AND ACHIEVEMENT. THE CSUN CAMPUS STORE HAS BEEN OPERATED BY FOLLETT HIGHER EDUCATION GROUP SINCE 1997. CSUN DINING PROVIDES QUALITY FOOD SERVICE TO STUDENTS, FACULTY AND STAFF WHILE GENERATING A SURPLUS FOR THE UNIVERSITY. THE REAL ESTATE DIVISION MANAGES CORPORATION-OWNED REAL ESTATE USED FOR VARIOUS PURPOSES, INCLUDING FACULTY/STAFF HOUSING AND THE OFFICIAL RESIDENCE OF THE UNIVERSITY PRESIDENT, FUTURE UNIVERSITY NEEDS, AND INVESTMENT. THE UNIVERSITY CORPORATION ALSO MANAGES THE UNIVERSITY'S LICENSING PROGRAM WHICH INCLUDES THE LICENSING OF UNIVERSITY LOGOS AND TRADEMARKS, AS WELL AS THE LICENSING OF ALL CAMPUS GROUNDS AND FACILITIES. THE CORPORATION WORKS CLOSELY WITH THE UNIVERSITY TO ESTABLISH POLICIES AND PROCEDURES THAT MAKE THE CAMPUS FACILITIES AVAILABLE TO THE COMMUNITY-AT-LARGE IN A PROFESSIONAL MANNER THAT ENSURES SAFETY, PROTECTS CAMPUS FACILITIES, AND ENSURES RECOVERY OF ALL RELATED UNIVERSITY COSTS. FORM 990, PART III, LINE 4C, PROGRAM SERVICE ACCOMPLISHMENTS: UNIVERSITY PROJECTS - THE UNIVERSITY CORPORATION SET ASIDE A PORTION OF THE AVAILABLE SURPLUS FUNDS FROM OPERATIONS TO SUPPORT THE UNIVERSITY. THE UNIVERSITY IS RESPONSIBLE FOR PRIORITIZING FISCAL REQUESTS AND ALLOCATING THOSE FUNDS. IN ADDITION, THE CORPORATION ALSO SUPPORTS MERITORIOUS ENDEAVORS AND EXPLORATORY PROJECTS CREATED AND ADMINISTERED BY STUDENTS, FACULTY AND STAFF. FOUR QUASI-ENDOWMENTS HAVE BEEN ESTABLISHED FOR THIS PURPOSE. THE STUDENT PROJECTS ENDOWMENT SUPPORTS PROJECTS THAT ARE INNOVATIVE, OF COMPELLING TEMPORARY OR CAMPUS-WIDE INTEREST OR SIGNIFICANCE, OR SO UNIQUE AS TO FALL OUTSIDE THE PURVIEW OF REGULARLY ESTABLISHED PROGRAMS. THE JUDGE JULIAN BECK LEARNING-CENTERED INSTRUCTIONAL PROJECTS PROGRAM IS SUPPORTED BY AN ENDOWMENT ESTABLISHED IN 1976 BY THE UNIVERSITY CORPORATION'S BOARD. FACULTY AND STAFF MAY SUBMIT PROPOSALS THAT PROMOTE LEARNING-CENTERED PRACTICES. PROPOSALS ARE SOLICITED, REVIEWED AND AWARDED ANNUALLY BY AN ADVISORY BOARD. FINALLY, THE UNIVERSITY CORPORATION FACULTY RESEARCH ENDOWMENT PROVIDES GRANTS TO FACULTY IN SUPPORT OF RESEARCH AND CREATIVE ENDEAVORS. PROPOSALS ARE REVIEWED BY A COMMITTEE OF THE UNIVERSITY'S GENERAL FACULTY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED IN COLLABORATION WITH THE ASSOCIATE DIRECTOR OF ACCOUNTING, THE ASSOCIATE EXECUTIVE DIRECTOR OF FINANCIAL SERVICES AND THE EXECUTIVE DIRECTOR OF THE CORPORATION. ONCE THE RETURN HAS BEEN PREPARED BY THE EXTERNAL AUDITORS AND REVIEWED BY INTERNAL STAFF, THE RETURN IS PROVIDED TO THE BOARD OF DIRECTORS FOR THEIR REVIEW BEFORE THE RETURN IS FILED WITH THE IRS. THE FILED REPORT IS THEN SCANNED AND MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VI, SECTION B, LINE 12C TO AVOID CONFLICTS OF INTEREST, STRICT RULES APPLY TO TRANSACTIONS IN WHICH BOTH THE ORGANIZATION AND ITS DIRECTORS OR OFFICERS OR THEIR RELATIVES HAVE FINANCIAL INTERESTS. TO AVOID PERSONAL LIABILITY AND VARIOUS PENALTIES CIVIL AND CRIMINAL, EACH DIRECTOR IS REQUIRED TO SCRUTINIZE ANY SUCH TRANSACTION WITH PARTICULAR CARE TO ASSURE THAT ALL APPLICABLE RULES HAVE DEFINITELY BEEN SATISFIED. A DIRECTOR OF A CSU AUXILIARY MAY NOT BE FINANCIALLY INTERESTED IN A CONTRACT OR OTHER TRANSACTION WITH THE AUXILIARY (SELF-DEALING). ANY SUCH CONTRACT OR TRANSACTION IS VOID, UNLESS THE DIRECTOR'S FINANCIAL INTEREST IS REMOTE; THE FINANCIAL TRANSACTION WAS ADEQUATELY DISCLOSED TO THE BOARD; THE DIRECTOR DID NOT PROMOTE THE TRANSACTION BEFORE THE DISCLOSURE; THE BOARD APPROVED THE TRANSACTION WITHOUT THE VOTE OF THE INTERESTED DIRECTOR; AND THE DEAL WAS JUST AND REASONABLE TO THE AUXILIARY AT THE TIME THE BOARD APPROVED IT. GENERALLY, BOARD APPROVAL MUST BE OBTAINED PRIOR TO CONSUMMATING A SELF-DEALING TRANSACTION OR ANY PART OF IT. THE BOARD MUST AUTHORIZE THE TRANSACTION IN GOOD FAITH, BY A VOTE OF A MAJORITY OF THE DIRECTORS THEN IN OFFICE WITHOUT COUNTING THE VOTE OF ANY INTERESTED DIRECTOR (ALTHOUGH INTERESTED DIRECTORS MAY BE COUNTED IN DETERMINING THE PRESENCE OF A QUORUM AT THE MEETING). PRIOR TO THE VOTE, THE DIRECTORS MUST HAVE KNOWLEDGE OF THE MATERIAL FACTS CONCERNING THE TRANSACTION AND THE DIRECTOR'S INTEREST IN THE TRANSACTION. THE BOARD MUST CONSIDER, AND IN GOOD FAITH DETERMINE AFTER REASONABLE INVESTIGATION UNDER THE CIRCUMSTANCES, THAT THE CORPORATION COULD NOT HAVE OBTAINED A MORE ADVANTAGEOUS ARRANGEMENT WITH REASONABLE EFFORT UNDER THE CIRCUMSTANCES. FORM 990, PART VI, SECTION B, LINE 15 CALIFORNIA STATE UNIVERSITY, NORTHRIDGE ESTABLISHED AND MAINTAINS THE COMPENSATION FOR THE TOP MANAGEMENT OFFICIAL. COMPENSATION IS DETERMINED BY CAMPUS OFFICE OF HUMAN RESOURCES USING CALIFORNIA STATE UNIVERSITY APPROVED METHODOLOGIES FOR DETERMINING COMPARABLE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 BYLAWS, ARTICLES OF INCORPORATION, BOARD MEETING MINUTES, ANNUAL BUDGETS, AND AUDITED FINANCIAL REPORTS ARE POSTED ON THE COMPANY WEBSITE FOR PUBLIC ACCESS. FORM 990, PART XI, LINE 9: OTHER COMPONENTS OF NET POSTRETIREMENT BENEFIT COST 102,067. OTHER POSTRETIREMENT CHANGES RECOGNIZED -506,479. CALIFORNIA STATE UNIVERSITY NORTHRIDGE 18111 NORDHOFF STREET NORTHRIDGE CA 91330 954358677 ACCREDITED PUBLIC UNIVERSITY CA 115 N/A N/A 0 NORTH CAMPUS - UNIVERSITY PARK DEVELOPMENT CORPORATION 18111 NORDHOFF STREET NORTHRIDGE CA 91330 954115921 RENTAL INCOME AND LICENSING FEES FROM NORTH CAMPUS FACILITIES CA 501(C)(3) LINE 12C, III-FI CALIFORNIA STATE UNIVERSITY NORTHRIDGE 0 CALIFORNIA STATE UNIVERSITY NORTHRIDGE FOUNDATION 18111 NORDHOFF STREET NORTHRIDGE CA 91330 956196006 RESPONSIBLE FOR PHILANTHROPIC FUNDS/GIFTS RAISED FOR CSU NORTHRIDGE CA 501(C)(3) LINE 5 CALIFORNIA STATE UNIVERSITY NORTHRIDGE 0 ASSOCIATED STUDENTS INC 18111 NORDHOFF STREET NORTHRIDGE CA 91330 951992734 SUPPORTING ORGANIZATION FOR CALIFORNIA STATE UNIVERSITY, NORTHRIDGE CA 501(C)(3) LINE 12C, III-FI CALIFORNIA STATE UNIVERSITY NORTHRIDGE 0 UNIVERSITY STUDENT UNION 18111 NORDHOFF STREET NORTHRIDGE CA 91330 237321859 EXPANDS THE COLLEGE EXPERIENCE THROUGH VARIOUS PROGRAMS AND SERVICES CA 501(C)(3) LINE 12C, III-FI CALIFORNIA STATE UNIVERSITY NORTHRIDGE 0 0 1 0 1 1 0 0 0 0 1 0 1 1 0 1 1 1 0 0