2023-06-28T11:04:57-05:00 2022-06-30 952772601 GLENN BURDETTE INC 1150 PALM STREET SAN LUIS OBISPO CA 93401 990 2021-07-01 770387459 UNIVERSITY CORPORATION AT MONTEREY BAY UNIV 8315823395 100 CAMPUS CTR BLDG 201 101B SEASIDE CA 93955 SHERRY BAGGETT CONTROLLER 8315823395 2023-06-23 1 SHERRY BAGGETT 999009999 MICAL W BOVEE CPA P01023187 8055441441 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z LARRY SAMUELS 100 CAMPUS CTR BLDG 201 101B SEASIDE CA 93955 75801499 0 X WWW.CSUMB.EDU X 1994 CA TO FURTHER THE PROGRAMS OF THE CALIFORNIA STATE UNIVERSITY, MONTEREY BAY AND SUPPORT THE UNIVERSITY'S SCIENTIFIC, LITERARY, EDUCATIONAL AND CHARITABLE PURPOSES. 10 2 747 300 -28834 0 20286607 23356798 24718392 41360108 4489572 1883736 -338808 6325282 49155763 72925924 7439496 16830445 0 0 18228954 20206695 0 0 717762 31163915 46388941 56832365 83426081 -7676602 -10500157 199917843 228825239 131231690 162040300 68686153 66784939 X TO USE FISCAL FLEXIBILITY TO PROVIDE RESOURCES AND SERVICES NOT SUPPORTED BY THE STATE, OPERATIONAL EXPERTISE TO IMPLEMENT AND MANAGE COMMERCIAL ACTIVITIES AND ENTREPRENEURIAL ACUMEN TO GENERATE REVENUE IN SUPPORT OF THE UNIVERSITY'S STRATEGIC INITIATIVES. THE CORPORATION IS COMMITTED TO SUPPORTING THE UNIVERSITY IN BUILDING A MULTICULTURAL LEARNING COMMUNITY WHOSE PARTNERS ARE PREPARED TO CONTRIBUTE PRODUCTIVELY, RESPONSIBLY AND ETHICALLY TO CALIFORNIA AND THE GLOBAL COMMUNITY. 0 0 42493044 0 47414569 HOUSING, DINING AND RESIDENTIAL LIFE PROGRAM FOR STUDENTS, FACULTY AND STAFF OF THE UNIVERSITY. 17940382 4582753 GRANTS & CONTRACTS: EXTERNALLY SPONSORED PROJECTS ADMINISTERED BY THE CORPORATION FOR THE UNIVERSITY. 14808633 12247692 CAMPUS SUPPORT, DEVELOPMENT AND INFRASTRUCTURE: VARIOUS BUILDING AND OTHER PROJECTS FOR THE BENEFIT OF THE UNIVERSITY AND ITS AUXILIARIES 898408 789947 OPERATION OF UNIVERSITY RADIO STATION, KAZU, WHICH PROVIDES NEWS BROADCASTING SERVICES FOR FACULTY, STAFF AND THE LOCAL COMMUNITY. 884091 0 EDUCATIONAL CONFERENCES, WORKSHOPS AND OTHER SERVICES AND SUPPORT PROVIDED BY THE CORPORATION IN SUPPORT OF THE UNIVERSITY AND ITS STUDENTS. 292077 0 STUDENT SUPPORT AND SCHOLARSHIPS 2074576 0 789947 77316635 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 183 0 1 747 1 1 1 0 0 0 0 1 1 1 2 0 0 0 0 0 X 10 2 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X SHERRY BAGGETT 8315823395 100 CAMPUS CENTER BLDG 201 101 SEASIDE CA 939558001 X EDUARDO OCHOA PHD PRESIDENT 1.00 40.00 X X 0 288746 114651 KATHERINE KANTARDJIEFF SECRETARY/TREASURER 1.00 40.00 X X 0 256268 84616 LARRY SAMUELS EXECUTIVE DIRECTOR 1.00 40.00 X X 0 208474 60947 MARIA BELLUMORI FACULTY DIRECTOR 1.00 40.00 X 0 88241 35520 JOHN FRAIRE STUDENT AFFAIRS DIRECTOR 1.00 X 0 0 0 DAVID LEDESMA STUDENT DIRECTOR 1.00 10.00 X 0 5285 0 GLEN NELSON VP OF ADMIN AND FINANCE DIRECTOR 1.00 40.00 X 0 116481 53776 ROBERT TAYLOR ESQ COMMUNITY MEMBER DIRECTOR 1.00 X 0 0 0 BARBARA ZAPPAS UNIVERSITY DEVELOPMENT DIR 1.00 40.00 X 0 216322 81265 MARY JO ZENK STAFF DIRECTOR 1.00 40.00 X 0 80784 43950 STARR LEE ASSOCIATE EXECUTIVE DIRECT 40.00 X 175867 0 19817 FORREST MELTON SR. SCIENTIST 40.00 X 158713 0 47639 SHERRY BAGGETT CONTROLLER 40.00 X 152625 0 47014 LEE JOHNSON SR. SCIENTIST 40.00 X 146377 0 37702 MIKLOS BENEDEK GENERAL MANAGER 40.00 X 118221 0 23795 751803 1260601 650692 9 0 1 0 UG2 LLC 1292 KIFER ROAD SUITE 805 SUNNYVALE CA 94086 JANITORIAL SERVICES 1183290 ADVANCED RESTORATION INC 1765 ROGERS AVENUE SAN JOSE CA 95112 PLUMBING SERVICES 840683 GREYSTAR 450 SANSOME STREET SUITE 500 SAN FRANCISCO CA 94111 PROPERTY MANAGEMENT 578634 UNIVERSAL COATINGS INC PO BOX 11127 FRESNO CA 93771 ROOFING 491957 JM ELECTRIC 400 GRIFFIN STREET SALINAS CA 93901 CONSTRUCTION SERVICES 416911 21 563799 18058052 4734947 25511 23356798 HOUSING, DINING & RESIDENTIAL LIF 624200 39607447 39607447 COMMISSIONS AND SERVICE FEES 611710 962713 962713 RADIO STATION FUNDING 515100 789948 789948 41360108 1602514 1602514 103036 627017 -523981 -523981 -4855 -28834 -490292 874944 593722 281222 281222 281222 8499340 1654836 6844504 6844504 OTHER INCOME 900099 4759 4759 4759 72925924 48204516 -28834 1393444 X 16318870 16318870 511575 511575 15390401 12023201 2978279 388921 763153 553850 181261 28042 2872297 2209992 603484 58821 1180844 964952 179482 36410 578634 578634 41969 24423 17546 108547 16250 92297 90000 45000 45000 9822388 9318555 491981 11852 107697 76837 17324 13536 775617 630640 40966 104011 921618 679443 184677 57498 7225519 7111762 113757 390319 383570 4447 2302 487089 463666 17815 5608 3789035 3789035 10606787 10260604 346183 MAINTENANCE 10464456 10410115 54341 OTHER EXPENSES 495962 482175 13452 335 STUDENT SERVICES 322949 322949 COMMUNITY OUTREACH 60731 50305 10426 99624 90232 9392 83426081 77316635 5391684 717762 2839929 2968576 9991518 4529018 4426263 7768329 13473109 11033170 214078 253363 192188860 46871343 123087066 145317517 38396483 49438484 19253 3834 7470144 7512948 199917843 228825239 3943222 8972777 2230255 7579123 125058213 145488400 131231690 162040300 X 0 0 0 0 68686153 66784939 68686153 66784939 199917843 228825239 X -10500157 -7803762 16402705 X X 0 1 X 1 1 1 X 20942683 22814032 22301721 20286607 23356798 109701841 130702 130702 20942683 22814032 22432423 20286607 23356798 109832543 1021098 108811445 1616527 2243752 1556200 1028230 1667839 8112548 117945091 206493821 0.92260 0.92100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 0 1 0 0 1 0 0 0 0 PART II-B, LINE 1: INDIVIDUALS, INCLUDING VOLUNTEERS AND DIRECTORS, MAY PERIODICALLY MAKE CONTACT WITH LEGISLATORS TO ENCOURAGE FUNDING AND SUPPORT FOR CALIFORNIA STATE UNIVERSITY AND UNIVERSITY OF CALIFORNIA CAMPUSES. 2000734 2000734 86425890 19275403 67150487 43796329 18491854 25304475 5284109 4401336 882773 54681798 4702750 49979048 145317517 DEPOSITS 362086 DUE TO UNIVERSITY 12545050 OTHER LIABILITIES 123828 CAPITAL LEASE OBLIGATIONS 51182616 GASB CAPITAL LEASE OBLIGATION ADJUSTMENT 472810 DUE TO FOUNDATION 48910 DUE TO CSU 544734 N/P TO CSU 80008515 DUE TO OTTER 199851 145488400 X 83836165 -7803762 16463893 8660131 75176034 -2250110 -2250110 72925924 85737379 2311298 2311298 83426081 0 83426081 PART X, LINE 2: THE UNIVERSITY CORPORATION AT MONTEREY BAY IS NOT SUBJECT TO FIN 48 DISCLOSURE REQUIREMENTS UNDER GASB. PART XI, LINE 2D - OTHER ADJUSTMENTS: ADJUSTMENT RELATED TO NEW GASB LEASING STANDARD 16,463,893. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD -1,654,836. RENTAL EXPENSES -656,462. CELL TOWER LEASE INCOME 61,188. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD 1,654,836. RENTAL EXPENSES 656,462. 1 CALIFORNIA STATE UNIVERSITY MONTEREY BAY 100 CAMPUS CENTER SEASIDE CA 93955 911785970 115 14506770 0 UNIVERSITY SUPPORT AND SCHOLARSHIPS FOUNDATION OF CALIFORNIA STATE UNIVERSITY MONTEREY BAY 100 CAMPUS CENTER SEASIDE CA 93955 800494808 501(C)(3) 678132 0 UNIVERSITY SUPPORT CSU DOMINGUEZ HILLS FOUNDATION 1000 EAST VICTORIA STREET SCC 202 CARSON CA 90747 952543028 501(C)(3) 247149 0 SUBAWARD HARTNELL COLLEGE 411 CENTRAL AVE SALINAS CA 93901 942850573 115 184197 0 SUBAWARD EL CAMINO COMMUNITY COLLEGE 16007 CRENSHAW BLVD TORRANCE CA 90506 956001060 501(C)(3) 167805 0 SUBAWARD CSU CHANNEL ISLAND 1 UNIVERSITY DR CAMARILLO CA 93012 912153805 501(C)(3) 86558 0 SUBAWARD PANNETA INSTITUTE 100 CAMPUS CTR BUILDING 86-E SEASIDE CA 93955 770495799 501(C)(3) 80000 0 SUBAWARD UC REGENTS MERCED 5200 N LAKE ROAD MERCED CA 95343 270093858 501(C)(3) 60456 0 SUBAWARD CSU LONG BEACH FOUNDATION 1250 BELLFLOWER BLVD LONG BEACH CA 90840 956106694 501(C)(3) 49569 0 SUBAWARD CHARTWELLS (COMPASS GROUP) PO BOX 50196 LOS ANGELES CA 90074 561874931 31170 0 SUBAWARD SAN DIEGO STATE UNIVERSITY FOUNDATION 5500 CAMPANILE DR SAN DIEGO CA 92182 956042721 501(C)(3) 30706 0 SUBAWARD CSU NORTHRIDGE 18111 NORDHOFF ST NORTHRIDGE CA 91330 951992732 501(C)(3) 29643 0 SUBAWARD MONMOUTH COLLEGE 700 E BROADWAY MONMOUTH IL 61462 370661228 501(C)(3) 27729 0 SUBAWARD VAILLANOVA UNIVERSITY 800 LANCASTER AVE VILLANOVA PA 19085 231352688 501(C)(3) 25612 0 SUBAWARD MONTEREY PENINSULA COLLEGE 980 FREMONT ST MONTEREY CA 93940 942314506 501(C)(3) 24296 0 SUBAWARD WINONA STATE UNIVERSITY 175 W MARK ST PO BOX 5856 WINONA MN 55987 411687554 115 17012 0 SUBAWARD CSU FULLERTON ASC 1121 N STATE COLLEGE BLVD FULLERTON CA 92831 952081258 501(C)(3) 15725 0 SUBAWARD CSU FRENSNO FOUNDATION 4910 N CHESTNUT AVE FRESNO CA 93726 946003272 501(C)(3) 15327 0 SUBAWARD SAN FRANCISCO STATE UNIVERSITY 1600 HOLLOWAY AVE SAN FRANCISCO CA 94132 931137247 501(C)(3) 14634 0 SUBAWARD UC REGENTS DAVIS PO BOX 989062 CASHIER OFFICE WEST SCRAMENTO CA 95798 946036494 501(C)(3) 14364 0 SUBAWARD CABRILLO COLLEGE 6500 SOQUEL DRIVE APTOS CA 95003 770385111 501(C)(3) 12016 0 SUBAWARD 20 1 UPWARD BOUND - OUTREACH PROGRAM SERVICES FOR LOW-INCOME STUDENTS TO PREPARE THEM FOR POSTSECONDARY EDUCATION 126 55522 GEAR-UP - PROVIDES COLLEGE AWARENESS AND SUPPORT ACTIVITIES LIKE TUTORING AND COLLEGE SCHOLARSHIPS TO IMPROVE ACCESS TO HIGHER EDUCATION FOR DISADVANTAGED STUDENTS 1346 82030 RESEARCH-BASED INTERVENTIONS - PROGRAM TO INCREASE CORE COURSE AND PROGRAM COMPLETION, INCREASE BACHELOR'S DEGREE ATTAINMENT IN STEM, STRENGTHEN COMMUNITY COLLEGE ARTICULATION AND TRANSFER SERVICES, AND CREATE SYSTEM CHANGE AND INCREASED UNDERSTANDING. 100 21358 EDUCATIONAL TALENT SEARCH - PROGRAM TO PROVIDE SERVICES TO LOW INCOME, FIRST GENERATION STUDENTS TO HELP THEM GRADUATE FROM HIGH SCHOOL AND COMPLETE A PROGRAM OF HIGHER EDUCATION. 1051 132276 MCNAIR POSTBACCALAUREATE ACHIEVEMENT PROGRAM - PROGRAM TO PROVIDE DISADVANTAGED COLLEGE STUDENTS WITH EFFECTIVE PREPARATION FOR DOCTORAL STUDY BY PROVIDING OPPORTUNITIES FOR MENTORING, INTERNSHIPS, WORKSHOPS, SEMINARS, TUTORING, CULTURAL EVENTS, ACADEMIC COUNSELING AND OTHER EDUCATIONAL ACTIVITIES. 29 26623 COLLEGE ASSISTANCE MIGRANT PROGRAM (CAMP) - ASSISTANCE TO STUDENTS WHO ARE MIGRATORY FARMWORKERS ENROLLED IN THEIR FIRST YEAR OF UNDERGRADUATE STUDIES AT AN IHE 52 74934 CALSWEC IV E - PROGRAM TO INCREASE THE COMPLEMENT OF PROFESSIONAL CHILD WELFARE WORKERS IN CALIFORNIA WITH MASTERS & BACHELORS OF SOCIAL WORK. 6 5140 SSS 2020-2025 - PROGRAM AIMS AT PROVIDING ACADEMIC, CAREER DEVELOPMENT, AND PERSONAL SUPPORT FOR STUDENTS WHO ARE FIRST-GENERATION, LOW-INCOME STUDENTS AND/OR STUDENTS WITH DISABILITIES. 168 10655 AMERICORPS - INCREASE CAPACITY OF PARTNER ORGANIZATIONS TO ATTRACT AND SUSTAIN HIGH QUALITY AND HIGH VALUE VOLUNTEERS. 20 14048 COMPUTER TALENT INITIATIVE-CS OPEN SOURCE - SUMMER PROJECT EXPERIENCE IN WHICH STUDENT PARTICIPATE IN CS OPEN SOURCE PROJECT WHICH ALLOWS STUDENTS THROUGHOUT THE STATE OPPORTUNITIES TO CONNECT WITH THE TECHNOLGY INDUSTRY. 22 47880 RENEWAL: FROM THE INTERTIDAL TO THE DEEP OCEAN: MONTEREY BAY REU - PROGRAM TO CONTINUE SERVING AS THE HUB OF THE MONTEREY BAY REGION REU PROGRAM TO PROVIDE RESEARCH OPPORTUNITIES. 60 12206 SONG-BROWN HEALTH CARE WORKFORCE TRAINING PROGRAM 20-21 - PROJECT - PROGRAM TO INCREASE THE PRIMARY CARE WORKFORCE IN THE UNDERSERVED COMMUNITIES OF THE SALINAS VALLEY AND THROUGHOUT CALIFORNIA. 9 10975 PART I, LINE 2: ALL GRANT FUNDS AND ASSISTANCE PAID BY THE CORPORATION ARE MADE THROUGH, OR ON BEHALF OF, CALIFORNIA STATE UNIVERSITY, MONTEREY BAY. THE EVALUATIONS, QUALIFICATIONS AND MONITORING PROCESSES ARE DETERMINED BY THE UNIVERSITY. PART III, COLUMN (B) THE ORGANIZATION TRACKS THE NUMBER OF RECIPIENTS ASSISTED IN EACH PROGRAM AND/OR ESTIMATES THE NUMBER OF RECIPIENTS BASED ON THE TOTAL AMOUNT GIVEN AND THE TYPE OF PROGRAM INVOLVED. X X X X 1 1 X X 0 0 0 0 0 0 0 0 0 EDUARDO OCHOA PHD PRESIDENT 0 288746 0 0 0 0 0 84655 0 29996 0 403397 0 0 KATHERINE KANTARDJIEFF SECRETARY/TREASURER 0 256268 0 0 0 0 0 75146 0 9470 0 340884 0 0 LARRY SAMUELS EXECUTIVE DIRECTOR 0 208474 0 0 0 0 0 37593 0 23354 0 269421 0 0 GLEN NELSON VP OF ADMIN AND FINANCE DIRECTOR 0 116481 0 0 0 0 0 34092 0 19684 0 170257 0 0 BARBARA ZAPPAS UNIVERSITY DEVELOPMENT DIR 0 216322 0 0 0 0 0 63417 0 17848 0 297587 0 0 STARR LEE ASSOCIATE EXECUTIVE DIRECT 175867 0 0 0 0 0 17533 0 2284 0 195684 0 0 0 FORREST MELTON SR. SCIENTIST 158713 0 0 0 0 0 15871 0 31768 0 206352 0 0 0 SHERRY BAGGETT CONTROLLER 152625 0 0 0 0 0 15262 0 31752 0 199639 0 0 0 LEE JOHNSON SR. SCIENTIST 146377 0 0 0 0 0 14638 0 23064 0 184079 0 0 0 PART I, LINE 1A THE CORPORATION PAYS THE RENT ON A PORTION OF THE UNIVERSITY PRESIDENT'S RESIDENCE THAT IS USED FOR BUSINESS PURPOSES. X 2 25511 FAIR MARKET VALUE 0 1 1 PART I, LINE 32B: THE ORGANIZATION USES A PROFESSIONAL FUNDRAISER FOR VEHICLE DONATIONS, IF ANY. FORM 990, PART VI, SECTION A, LINE 7A THE UNIVERSITY PRESIDENT MAY APPOINT EX OFFICIO DIRECTORS BY VIRTUE OF OFFICE HELD WITH THE UNIVERSITY AND MUST APPROVE ALL DIRECTORS. THE UNIVERSITY PRESIDENT IS THE EX OFFICIO PRESIDENT OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7B CERTAIN DECISIONS, INCLUDING CHANGES TO THE GOVERNING BODY AND ORGANIZATIONAL DOCUMENTS, ARE SUBJECT TO REVIEW AND APPROVAL OF THE UNIVERSITY PRESIDENT, WHO ALSO SERVES AS THE EX OFFICIO PRESIDENT OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B THE AUDIT COMMITTEE, AS AUTHORIZED BY THE BOARD, WILL REVIEW AND APPROVE THE 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C IN ADDITION TO REVIEWING ANNUALLY, THE BOARD MEMBERS DISCLOSE POTENTIAL CONFLICTS OF INTEREST DURING THE YEAR AS THEY ARISE. THE BOARD ADDRESSES CONFLICTS OF INTEREST IMMEDIATELY UPON DISCLOSURE. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION IS REVIEWED AGAINST UNIVERSITY PAY SCHEDULES FOR COMPARABILITY AND THE AOA ANNUAL SALARY SURVEY. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, POLICIES AND FINANCIALS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST AND VIA THE WEBSITE. FORM 990, PART VII, SECTION A BOARD DIRECTORS RECEIVED COMPENSATION FROM RELATED ORGANIZATIONS FOR JOB DUTIES UNRELATED TO BOARD RESPONSIBILITIES. FORM 990, PART IX, LINE 11G OTHER: PROGRAM SERVICE EXPENSES 2,867,560. MANAGEMENT AND GENERAL EXPENSES 491,981. FUNDRAISING EXPENSES 11,852. TOTAL EXPENSES 3,371,393. FOOD SERVICE CONTRACTS: PROGRAM SERVICE EXPENSES 6,450,995. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,450,995. FORM 990, PART XI, LINE 9: ADJUSTMENT RELATED TO NEW GASB LEASING STANDARD 16,463,893. CELL TOWER LEASE INCOME -61,188. FORM 990, PART XII, LINE 2C (NO CHANGE): THE AUDIT COMMITTEE HAS OVERSIGHT OF THE AUDIT AND RECOMMENDS AUDITOR SELECTION TO THE BOARD. CALIFORNIA STATE UNIVERSITY MONTEREY BAY 100 CAMPUS CENTER SEASIDE CA 93955 911785970 EDUCATION - THE CORPORATION IS AN AUXILIARY ORGANIZATION CA 115 0 FOUNDATION OF CALIFORNIA STATE UNIVERSITY MONTEREY BAY 100 CAMPUS CENTER SEASIDE CA 93955 800494808 SUPPORT OF CALIFORNIA STATE UNIVERSITY, MONTEREY BAY AS AN AUXILIARY CA 501(C)(3) LINE 7 0 OTTER STUDENT UNION AT CALIFORNIA STATE UNIVERSITY MONTEREY BAY 100 CAMPUS CENTER BLDG 12 SEASIDE CA 93955 820714842 MANAGE AND OPERATE UNIVERSITY CAMPUS STUDENT UNION CA 501(C)(3) LINE 12A, I 0 0 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 0 CALIFORNIA STATE UNIVERSITY MONTEREY BAY B 5806579 CALIFORNIA STATE UNIVERSITY MONTEREY BAY K 3662872 CALIFORNIA STATE UNIVERSITY MONTEREY BAY M 1400646 CALIFORNIA STATE UNIVERSITY MONTEREY BAY P 3427126 CALIFORNIA STATE UNIVERSITY MONTEREY BAY C 398167