2024-02-19T16:59:21-06:00 2022-06-30 330526284 ALMICH & ASSOCIATES 26463 RANCHO PARKWAY SOUTH LAKE FOREST CA 92630 990 2021-07-01 942254303 CALIFORNIA INSTITUTE OF INTEGRAL STUDIES CALI 4155756100 1453 MISSION STREET SAN FRANCISCO CA 94103 SHANA L ALEXANDER CHIEF FINANCIAL OFFICER 4155756100 2024-02-19 1 SHANA ALEXANDER 999009999 JAMES A BERMUDEZ P00099878 9496007550 2024-02-16 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z S BROCK BLOMBERG 1453 MISSION STREET SAN FRANCISCO CA 94103 41896754 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. 0 15 715 0 141291 0 6040117 3381399 35250048 36936824 11401 146477 456866 428263 41758432 40892963 1526986 1067027 0 0 21703645 24292757 0 0 646934 8627287 11649974 31857918 37009758 9900514 3883205 44998209 49020222 20377765 21039402 24620444 27980820 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. 0 0 18352395 1067027 34718082 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. 947678 719929 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. 1315129 1498813 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. 20615202 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 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 363 0 1 715 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 0 15 0 0 0 0 0 0 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 BLOMBERG BROCK PRESIDENT & CEO 40.00 X X 109882 0 2408 JORDAN MARGARET PROFESSOR, IHL 40.00 X 105679 0 8081 WEXLER JUDITH PRESIDENT, PAD 40.00 X X 263463 0 4821 ALEXANDER SHANA LOUISE CHIEF FINANCIAL OFFICER 40.00 X X 82294 0 27 KRASNIK VIOLETTA STAFF TRUSTEE & PROGRAM COORDINATOR, WSD 40.00 X 30765 0 0 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 DIANE CIRINCIONE TRUSTEE 3.00 X 0 0 0 DAPHNE CROCKER WHITE TRUSTEE 3.00 X 0 0 0 KIMBERLY DAVIS STUDENT TRUSTEE 3.00 X 0 0 0 DAVID GERMANO TRUSTEE UNTIL 10/31/2021 3.00 X 0 0 0 MIKE HEBEL TRUSTEE 3.00 X 0 0 0 J MANUEL HERRERA TRUSTEE UNTIL 05/11/2022 3.00 X 0 0 0 SUSAN E LAURENSON TRUSTEE 3.00 X 0 0 0 LORETTA LYNCH 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 3.00 X 0 0 0 RICKI POLLYCOVE TRUSTEE 3.00 X 0 0 0 BRENDA M SANDERS VICE-CHAIR 3.00 X 0 0 0 MEIHONG XU TRUSTEE 3.00 X 0 0 0 BEAVEN ELIZABETH PROVOST & CORP SECRETARY (FORMER POSITION) 40.00 X 163464 0 8696 ELLIOTT JILLIAN VICE PRESIDENT OF INSTITUTIONA 40.00 X 154982 0 3170 DOMECILLO GUEVARRA CHERYL DIR FINANCIAL PLAN-ANALY 40.00 X 127808 0 10258 MARZULLO MICHELLE PROFESSOR, HSX 40.00 X 121887 0 2035 PHELPS JANIS DIRECTOR, PTD 40.00 X 145492 0 8971 HARTELIUS GLENN PROFESSOR 40.00 X 151984 0 337 1457700 0 48804 19 0 1 0 ELLUCIAN COMPANY LP 2003 EDMUND HALLEY DRIVE SUITE 500 RESTON VA 20191 SOFTWARE AND SERVICES 811740 US WIRED INC 310 W HAMILTON AVENUE CAMPBELL CA 95008 IT SERVICES 766830 BBI ENGINEERING INC 241 QUINTS STREET SAN FRANCISCO CA 94124 CONTRACTORS 459075 ST TERESA OF AVILA CATHOLIC CHARITY 390 MISSOURI STREET SAN FRANCISCO CA 94107 RENTAL PROPERTY 272630 ROBERT HALF 2613 CAMINO RAMON SAN RAMON CA 94583 TEMP STAFFING 224632 5 220658 3160741 3381399 TUITION & FEES 611710 35192802 35192802 SALES AND SERVICE 611710 1498814 1498814 OTHER REVENUE 611710 245208 245208 36936824 5186 5186 630897 202634 428263 428263 428263 942448 801157 141291 141291 141291 40892963 36936824 141291 433449 1067027 1067027 827139 156125 671014 19641675 13769480 5426531 445664 2412288 1971194 379117 61977 1411655 925258 454798 31599 -1593 1593 107178 107178 1423570 613107 803319 7144 147641 45610 96248 5783 2218143 92288 2052889 72966 767500 351693 415807 191925 129385 61224 1316 56277 41102 15175 498935 498935 1121011 22505 1098506 536267 20696 515571 BANK FEES 791219 159255 628914 3050 OTHER EXPENSES 704926 7921 693508 3497 BAD DEBT EXPENSE 671733 667066 4667 EMPLOYMENT EXPENSES 656725 65863 585337 5525 1756924 509627 1240477 6820 37009758 20615202 15747622 646934 13086571 8582363 8409703 4321719 904512 2063625 1933161 1509660 21347 25507 703727 602227 28107622 7910719 18977434 20196903 846471 11585416 115283 132802 44998209 49020222 3195577 2098462 4603649 4806743 11520624 0 1057915 14134197 20377765 21039402 X 19468122 21644028 5152322 6336792 24620444 27980820 44998209 49020222 3883205 -522829 0 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 1968374 436056 1532318 2403339 434965 1968374 2229376 157069 16894 2403339 2073229 101487 54660 2229376 2077058 3434 7263 2073229 1.00000 0 0 18004543 3996625 14007918 7780693 3543300 4237393 649301 102022 547279 1673085 268772 1404313 20196903 39505741 -522829 -1067027 -1589856 41095597 -202634 -202634 40892963 36145365 202634 202634 35942731 1067027 1067027 37009758 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. 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, 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. EAST ASIA AND THE PACIFIC - AUSTRALIA, BRUNEI, BURMA, CAMBODIA, 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 OPPORTUNITY SCHOLARSHIP 209 382537 ANGELES ARRIEN SCHOLARSHIP 1 1250 CIF INTEGRAL SCHOLARSHIP 1 2500 DIVERSITY SCHOLARSHIP 46 200000 YELLOW RIBBON AWARD CIIS MATCH 3 4608 SIRCAR, RINA MEMORIAL SCHOLARSHIP 1 3000 PDT SCHOLARSHIP 6 36500 CHAUDHURI, HARIDAS & BINA ENDOWED MEMORIAL SCHOLARSHIPS 2 2000 SINGLE PARENT SCHOLARSHIP 2 5000 RICHARD MEECH 1 10000 ITPS SCHOLARSHIP 2 6000 UNDERGRADUATE OPPORTUNITY SCHOLARSHIP 46 140128 AUEN FOUNDATION SCHOLARSHIPS 1 1250 CPTR BOSTON DIVERSITY SCHOLARSHIPS 9 40000 CPTR CERT SCHOLARSHIPS 14 50000 INTERNATIONAL OPPORTUNITY SCHOLARSHIP 34 76350 CHUAN AND CHUN YEUNG MEMORIAL SCHOLARSHIP 1 1000 ICP PROSPERITY GRANT 93 49200 PCC SCHOLARSHIP 3 15000 CPTR BIPOC SCHOLARSHIPS 1 40704 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 X 1 1 X X X X X X 0 0 0 0 0 0 0 0 0 WEXLER JUDITH PRESIDENT, PAD 263463 0 0 0 0 0 4428 0 393 0 268284 0 0 0 BEAVEN ELIZABETH PROVOST & CORP SECRETARY (FORMER POS 163464 0 0 0 0 0 3315 0 5381 0 172160 0 0 0 ELLIOTT JILLIAN VICE PRESIDENT OF INSTITUTIONA 154982 0 0 0 0 0 3100 0 70 0 158152 0 0 0 PHELPS JANIS DIRECTOR, PTD 145492 0 0 0 0 0 2924 0 6047 0 154463 0 0 0 HARTELIUS GLENN PROFESSOR 59158 0 0 0 92826 0 290 0 47 0 152321 0 0 0 X 6 124038 SELLING PRICE X DISCOUNTED PROFESSIONAL SERVICES 2 2500 DONORS SUBMITTED AMO X BOARD DINNER RELATED EXPENSES 1 1135 DONOR SUBMITTED RECE 0 1 0 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. 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.