2024-05-14T14:04:14-05:00 2023-06-30 330526284 ALMICH & ASSOCIATES 26463 RANCHO PARKWAY SOUTH LAKE FOREST CA 92630 990 2022-07-01 942254303 CALIFORNIA INSTITUTE OF INTEGRAL STUDIES CALI 4155756100 1453 MISSION STREET SAN FRANCISCO CA 94103 SHANA L ALEXANDER CHIEF FINANCIAL OFFICER 4155756100 2024-05-14 1 SHANA ALEXANDER 999009999 0 JAMES A BERMUDEZ P00099878 9496007550 2024-05-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z S BROCK BLOMBERG 1453 MISSION STREET SAN FRANCISCO CA 94103 46769991 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. 19 15 730 0 -57115 0 3381399 7895216 36936824 37009900 146477 538965 428263 417464 40892963 45861545 1067027 1313251 0 0 24292757 28294759 0 0 698171 11649974 14349161 37009758 43957171 3883205 1904374 49020222 55299374 21039402 23290318 27980820 32009056 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 20303372 1313251 35113990 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. 1133536 724965 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. 1319759 1170945 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. 22756667 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 0 1 0 1 0 1 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 1 413 0 1 730 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 19 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X X TINA RITTAL 4155756143 1453 MISSION STREET SAN FRANCISCO CA 94103 STEPHEN BROCK BLOMBERG PRESIDENT & TRUSTEE 40.00 X X 386747 0 51392 ANEEL CHIMA CHAIR UNTIL 10/10/2020 3.00 X 0 0 0 NICHOL BRADFORD TRUSTEE 1.50 X 0 0 0 VAISHALI CHADHA TRUSTEE 1.50 X 0 0 0 TIM CHANG TRUSTEE 1.50 X 0 0 0 DIANE CIRINCIONE TRUSTEE 1.50 X 0 0 0 DAPHNE CROCKER-WHITE TRUSTEE 1.50 X 0 0 0 BETSY GORDON TRUSTEE 1.50 X 0 0 0 MIKE HEBEL TRUSTEE 1.50 X 0 0 0 SUSAN E LAURENSON TRUSTEE 1.50 X 0 0 0 BILL MOSCA TRUSTEE 3.00 X 0 0 0 STEPHEN OLSSON TRUSTEE 1.50 X 0 0 0 RICKI POLLYCOVE TRUSTEE 3.00 X 0 0 0 BRENDA M SANDERS TRUSTEE, VICE CHAIR 1.50 X 0 0 0 VIOLETA KRASNIC STAFF TRUSTEE 1.50 X 0 0 0 MEIHONG XU TRUSTEE 1.50 X 0 0 0 LORETTA LYNCH TRUSTEE 1.50 X 0 0 0 GARY MOON TRUSTEE 1.50 X 0 0 0 KIMBERLY DAVIS STUDENT TRUSTEE 1.50 X 0 0 0 MEG JORDAN FACULTY TRUSTEE 1.50 X 0 0 0 MICHELE DEMARCO STAFF TRUSTEE 1.50 X 0 0 0 SHANA ALEXANDER CFO & VP OF FINANCE & ADMIN 40.00 X 213595 0 39115 RICHARD BUGGS CORPORATE SECRETARY & VP OF EXT RELATIONS 40.00 X 148358 0 31767 KATHY LITTLES PROVOST & VP OF ACADEMIC ADMIN 40.00 X 217149 0 32324 JANIS PHELPS FACULTY, PROGRAM CHAIR 40.00 X 159358 0 18892 TINA O'GRADY CONTROLLER 40.00 X 149626 0 17189 DEBASHISH BANERJI FACULTY, DEPARTMENT CHAIR 40.00 X 126025 0 11937 CYNTHIA SHEARER FACULTY, PROGRAM CHAIR 40.00 X 131993 0 32399 MICHELLE MARZULLO FACULTY, DEPARTMENT CHAIR 40.00 X 136280 0 29159 KRISTINE BRANDENBURGER EXECUTIVE DEAN OF IR & ACCREDITATION 40.00 X 111494 0 3496 NICHOLAS LITERSKI SENIOR MANAGER 40.00 X 113156 0 11751 ANDREJ GRUBAI FACULTY, DEPARTMENT CHAIR 40.00 X 114480 0 14822 CHERYL DOMECILLO DIRECTOR BUSINESS STRATEGY & FINANCIAL PLANNING 40.00 X 129780 0 21991 MARGARET JORDAN FACULTY, DEPARTMENT CHAIR 40.00 X 121821 0 39917 FRAYLANIE AGLIPAY DEAN OF STUDENTS 40.00 X 103431 0 12346 SHOSHANA SIMONS FACULTY 40.00 X 103595 0 35199 JACOB SHERMAN FACULTY, PROGRAM CHAIR 40.00 X 102344 0 29269 MARK CHIP GOLDSTEIN BOARD OF TRUSTEES LIAISON 40.00 X 120610 0 15026 KELLEN GRAYSON CLINICAL DIRECTOR 40.00 X 113547 0 20994 DAVID MEDINA DIRECTOR HUMAN RESOURCES 40.00 X 139295 0 16331 RENEE EMUNAH FACULTY, PROGRAM CHAIR 40.00 X 102531 0 42605 MARK FROMM FACULTY 40.00 X 105548 0 26313 ANNAMARIA ANNA BENASSI FACULTY, EXECUTIVE DIRECTOR, CLINICAL CO-CHAIR 40.00 X 109805 0 15920 KELLY SUNDIN DEAN OF RESEARCH & ACADEMIC SUPPORT 40.00 X 100109 0 22884 ALLAN COMBS FACULTY, PROFESSOR EMERITUS 40.00 X 105458 0 28779 CONSTANCE JONES FACULTY 40.00 X 104906 0 31462 ALEXANDER MACLEOD FACULTY, PROFESSOR EMERITUS 40.00 X 104817 0 21326 RACHAEL VAUGHAN FACULTY 40.00 X 108844 0 30890 LAURA PUSTARFI DIRECTOR OF CPTR CERTIFICATE PROGRAM 40.00 X 106437 0 22319 REBECCA BECKY MCGOVERN DIRECTOR OF PSYCH FIELD PLACEMENT 40.00 X 100551 0 17553 CRAIG CHALQUIST FACULTY, PROFESSOR EMERITUS 40.00 X 109587 0 23478 ANITA ARCIERI HUMAN RESOURCE MANAGER 40.00 X 112130 0 15604 4213407 0 784449 53 0 1 0 ELLUCIAN COMPANY LP 2003 EDMUND HALLEY DRIVE SUITE 500 RESTON VA 20191 SOFTWARE AND SERVICES 678103 ARCHDIOCESE OF SAN FRANCISCO REAL PROPER 1301 POST SAN FRANCISCO CA 94109 RENT PAYMENTS 330221 FUTTERMAN DUPREE DODD CROLEY MAIER LLP 601 MONTGOMERY ST STE 333 SAN FRANCISCO CA 94111 LEGAL 228585 DESIRED EFFECT LLC 1948 OAK PARK BLVD PLEASANT HILL CA 94523 TECHNICAL SUPPORT: AUDIO EQUIPMENT AND L 163929 507 POLK STREET LLC 507 POLK STREET SAN FRANCISCO CA 94102 RENT PAYMENTS 145899 5 5942084 1953132 7895216 TUITION & FEES 611710 35248401 35248401 SALES AND SERVICE 611710 1241828 1241828 OTHER REVENUE 611710 519671 519671 37009900 596080 596080 559880 158450 401430 401430 401430 676222 733337 -57115 -57115 -57115 32693 16659 16034 16034 45861545 37009900 -57115 1013544 1313251 1313251 1567856 1411318 156538 21478746 14841307 6380476 256963 3582769 1991342 1531988 59439 1665388 1061422 573404 30562 731449 24538 704537 2374 98020 98020 56753 56753 2343289 553037 1762648 27604 132228 82385 49843 58180 3046 55134 2636490 140415 2413511 82564 260857 173695 61991 25171 104049 63331 40718 524197 524197 1145756 22505 1123251 487755 5021 482734 OPERATIONS AND FACILITI 1501606 311021 1190585 INDEPENDENT CONTRACTORS 1103532 1034058 69474 EVENTS & ACTIVITES 848788 513559 328764 6465 EMPLOYMENT EXPENSES 534347 58409 475938 1781865 564325 1167049 50491 43957171 22756667 20502333 698171 8582363 11127255 4321719 2063625 6093351 1509660 1294176 25507 45385 602227 575872 27619374 7605275 20196903 20014099 11585416 13946062 132802 2203174 49020222 55299374 2098462 2473200 4806743 5140827 14134197 13619931 0 2056360 21039402 23290318 X 21644028 26046193 6336792 5962863 27980820 32009056 49020222 55299374 X 1904374 1341650 782212 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X 0 1532318 5000 153232 5000 82500 1603050 1968374 436056 1532318 2403339 434965 1968374 2229376 157069 16894 2403339 2073229 101487 54660 2229376 1.00000 0 0 7110000 7110000 10894543 4238803 6655740 6670414 2572231 4098183 1199279 229168 970111 1745138 565073 1180065 20014099 OPERATING LEASE LIABILITIES 2056360 2056360 45991640 1341650 -1370005 -28355 46019995 -158450 -158450 45861545 42745617 158450 158450 42587167 1370004 1370004 43957171 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 -1,313,251. ROUNDING -1. INVESTMENT MANAGEMENT FEES -56,753. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -158,450. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 158,450. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 1,313,251. INVESTMENT MANAGEMENT FEES 56,753. 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. CIIS RECEIVED EARNINGS RETENTION CREDIT FOR TAX YEARS 2020 AND 2021 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: SUPPLEMENTAL INFORMATION CIIS PARTNERS WITH A BEIJING, CHINA BASED COMPANY TO PROVIDE MASTER OF ARTS IN APPLIED PSYCHOLOGY. PAYMENT AMOUNRS RECEIVED FOR THE FISCAL YEAR WERE $399,802. HOWEVER, NO EXPENDITURES WERE INCURRED IN THE REGION. 1 OPPORTUNITY SCHOLARSHIP 265 306506 ANGELES ARRIEN SCHOLARSHIP 2 2500 CIF INTEGRAL SCHOLARSHIP 1 2500 DIVERSITY SCHOLARSHIP 39 117500 YELLOW RIBBON AWARD CIIS MATCH 4 11292 SIRCAR, RINA MEMORIAL SCHOLARSHIP PDT SCHOLARSHIP 8 23300 CHAUDHURI, HARIDAS & BINA ENDOWED MEMORIAL SCHOLARSHIPS 3 3000 SINGLE PARENT SCHOLARSHIP 2 4167 RICHARD MEECH 1 10000 ITPS SCHOLARSHIP UNDERGRADUATE OPPORTUNITY SCHOLARSHIP 41 112946 AUEN FOUNDATION SCHOLARSHIPS 1 2500 CPTR BOSTON DIVERSITY SCHOLARSHIPS 9 36500 CPTR CERT SCHOLARSHIPS 13 40000 INTERNATIONAL OPPORTUNITY SCHOLARSHIP 39 50600 CHUAN AND CHUN YEUNG MEMORIAL SCHOLARSHIP 10 7796 ICP PROSPERITY GRANT 95 47575 PCC SCHOLARSHIP 5 13750 CPTR BIPOC SCHOLARSHIPS CWS FELLOWSHIP 7 30156 ROCKEFELLER, LAURANCE S MEMORIAL SCHOLARSHIPS 2 5000 CIIS AMERICORPS MATCH 1 1949 ACTS AUROVILLE SCHOLARSHIP 1 10000 CIIS FACULTY & STAFF SCHOLARSHIPS 3 3000 EMERGING BLACK CLINICIANS FELLOWSHIP (EBCF) 9 9000 MICHAEL & GITYJOON HEBEL SCHOLARSHIP 11 25000 SUBBIONDO, JOSEPH L ENDOWED SCHOLARSHIP 1 5000 PART I, LINE 2: STUDENTS COMPLETE THE APPLICATION PROCESS. APPLICATIONS ARE STORED IN THE STUDENTS FA OFFICE AS WELL AS THE ADMISSIONS 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 STEPHEN BROCK BLOMBERG PRESIDENT & TRUSTEE 379247 0 0 0 7500 0 31990 0 19402 0 438139 0 0 0 SHANA ALEXANDER CFO & VP OF FINANCE & ADMIN 213595 0 0 0 0 0 23692 0 15423 0 252710 0 0 0 KATHY LITTLES PROVOST & VP OF ACADEMIC ADMIN 217149 0 0 0 0 0 17000 0 15324 0 249473 0 0 0 RICHARD BUGGS CORPORATE SECRETARY & VP OF EXT RELA 148058 0 0 0 300 0 28977 0 2790 0 180125 0 0 0 JANIS PHELPS FACULTY, PROGRAM CHAIR 159058 0 0 0 300 0 3214 0 15678 0 178250 0 0 0 TINA O'GRADY CONTROLLER 149626 0 0 0 0 0 16428 0 761 0 166815 0 0 0 MICHELLE MARZULLO FACULTY, DEPARTMENT CHAIR 92796 0 0 0 43484 0 9628 0 19531 0 165439 0 0 0 CYNTHIA SHEARER FACULTY, PROGRAM CHAIR 102990 0 0 0 29003 0 25200 0 7199 0 164392 0 0 0 MARGARET JORDAN FACULTY, DEPARTMENT CHAIR 106836 0 0 0 14985 0 24182 0 15735 0 161738 0 0 0 DAVID MEDINA DIRECTOR HUMAN RESOURCES 139295 0 0 0 0 0 1444 0 14887 0 155626 0 0 0 CHERYL DOMECILLO DIRECTOR BUSINESS STRATEGY & FINANCI 129000 0 0 0 780 0 2852 0 19139 0 151771 0 0 0 BRENDA MARIE SANDERS VICE CHAIR, BOARD OF TRUSTEES 50995 PROGRAM DEVELOPMENT 0 SCHEDULE L PART IV AS A QUALIFIED PROFESSIONAL CONSULTANT, MS. SANDERS RETAINED TO DEVELOP A NEW CERTIFICATE PROGRAM. SHE ADVISED ON THE DESIGN, LAUNCH, AND TRANSITION OF THE PROGRAM TO NEW ADMINISTRATIVE LEADERSHIP. THE GRANTED REVENUES TOWARD THIS OBJECTIVE FAR EXCEEDED THE AMOUNT PAID TO MS. SANDERS FOR HER SERVICES. X COMMEMORATIVE STONE 1 2283 DONOR SUBMITTED RECE 0 1 0 FORM 990, PART III, LINE 2 THE CIIS CENTER FOR BLACK & INDIGENOUS PRAXIS (CBIP) SERVES AS A EPISTEMOLOGICAL AXIS CONNECTING MULTIPLE PROGRAMS AND SERVICES ACROSS CIIS. FORM 990, PART III, LINE 3 STARTED CLOSURE PROCEDURES OF ACTCM, WHICH DIDN'T CONCLUDE UNTIL 12/31/23. WE STOPPED TAKING NEW STUDENTS AND BEGAN A TEACH-OUT APPROVED BY ACTCM THROUGH 12/31/23 TO COMPLETE THE DEGREE. 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 REVIEWS AND APPROVES COMPENSATION RECOMMENDATIONS CFO - 2022; SAME AS DESCRIBED ABOVE. NO CHANGES WERE MADE IN FY2023 EXCEPT UNIVERSITY-WIDE ANNUAL INCREASES THAT APPLIED TO THE REGULAR EMPLOYEE BASE. FOR ALL OTHER KEY EMPLOYEES, THE SAME PROCESS IS FOLLOWED, EXCEPT THAT THE INCREASES DO NOT REQUIRE BOARD APPROVAL. 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. FORM 990, PART XI, LINE 9: RESTATEMENT OF 2022 INVESTMENT VALUATION 782,213. ROUNDING -1.