2025-05-15T16:12:15-05:00 2024-06-30 330526284 ALMICH & ASSOCIATES 26463 RANCHO PARKWAY SOUTH LAKE FOREST CA 92630 990 2023-07-01 942254303 CALIFORNIA INSTITUTE OF INTEGRAL STUDIES CALI 4155756100 1453 MISSION ST SAN FRANCISCO CA 94103 SHANA L ALEXANDER CHIEF FINANCIAL OFFICER 4155756100 2025-05-14 1 0 JAMES A BERMUDEZ P00099878 9496007550 2025-05-14 2023 2025-03-06 01:10:19Z S BROCK BLOMBERG 1453 MISSION ST SAN FRANCISCO CA 94103 46505263 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 15 742 0 0 0 7895216 5099872 37009900 37517335 538965 784768 417464 448658 45861545 43850633 1313251 1387101 0 0 28294759 30177598 0 4999 670233 14349161 15189956 43957171 46759654 1904374 -2909021 55299374 49897998 23290318 20393115 32009056 29504883 X CIIS IS AN INSTITUTION OF HIGHER EDUCATION THAT ENCOURAGES AN INTERDISCIPLINARY APPROACH TO LEARNING. OVER 1,700 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 24387752 1387101 35881132 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 1700 STUDENTS ARE ENROLLED IN MASTER, DOCTORAL, AND BACHELOR OF ARTS COMPLETION PROGRAMS, AS WELL AS OTHER PROFESSIONAL CERTIFICATIONS. 1052640 599297 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. 1522902 1036906 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. 26963294 1 1 0 1 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 1 0 0 0 0 0 0 0 0 1 416 0 1 742 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 457032 0 35444 GERALD RICHARD BUGGS CORPORATE SECRETARY & VP O 40.00 X X 164723 0 31725 MICHELE DEMARCO VP OF INTERNAL RELATIONS 40.00 X X 141125 0 15829 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 RICKI POLLYCOVE TRUSTEE 3.00 X 0 0 0 BRENDA M SANDERS TRUSTEE, VICE CHAIR 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 LILLY FALCONER STAFF TRUSTEE 1.50 X 0 0 0 ANGEL GAMBINO TRUSTEE 1.50 X 0 0 0 COURTNEY JOHNSON-BENSON STUDENT TRUSTEE 1.50 X 0 0 0 AJ PHIPPS FACULTY TRUSTEE 1.50 X 0 0 0 MICHAEL PINTO CHAIR, BOARD OF TRUSTEES 3.00 X 0 0 0 KATHY LITTLES PROVOST & VP OF ACADEMIC A 40.00 X 243747 0 49308 SHANA ALEXANDER CFO & VP OF FINANCE & ADMI 40.00 X 232411 0 42908 RACHEL BRYANT VP OF DEI 40.00 X 147889 0 17149 MICHELLE ENG VICE PROVOST OF ACADEMIC A 40.00 X 158802 0 29484 JANIS PHELPS FACULTY, PROGRAM CHAIR 40.00 X 172915 0 14875 DEBASHISH BANERJI FACULTY, DEPARTMENT CHAIR 40.00 X 146942 0 4076 CYNTHIA SHEARER FACULTY, PROGRAM CHAIR 40.00 X 145387 0 34249 KRISTINE BRANDENBURGER EXECUTIVE DEAN OF IR & ACC 40.00 X 157770 0 3475 NICHOLAS LITERSKI SENIOR MANAGER 40.00 X 144652 0 18931 2313395 0 297453 64 0 1 0 SYNERGI PARTNERS INC PO BOX 5599 FLORENCE SC 29502 CARES ACT CONSULTING 947401 USWIRED INC 310 W HAMILTON AVE SUITE 200 CAMPBELL CA 95008 NETWORK AND TECH SUPPORT 856135 ROBERT HALF 2613 CAMINO RAMON SAN RAMON CA 94583 TEMP STAFF SERVICES 722570 ELLUCIAN COMPANY LP 2003 EDMUND HALLEY DRIVE SUITE 500 RESTON VA 20191 ERP SYSTEM 524913 GREEN MOUNTAIN RETREAT INC 20111 STEVENS CREEK BLVD 280 CUPERTINO CA 95014 EVENT VENUE RENTAL 359132 5 5099872 5099872 TUITION & FEES 611710 36202859 36202859 SALES AND SERVICE 611710 1058316 1058316 OTHER REVENUE 611710 256160 256160 37517335 912640 912640 640511 166546 473965 473965 473965 2308878 2436750 -127872 -127872 -127872 26027 51334 -25307 -25307 43850633 37517335 0 1233426 1387101 1387101 1513551 1338153 175398 22938382 16982456 5675465 280461 367510 250846 108739 7925 3492829 1723736 1714498 54595 1865326 1219794 611030 34502 114103 114103 600994 600590 404 262881 262881 12500 12500 4999 4999 4234107 2472445 1732296 29366 86155 18727 67428 361842 124802 235632 1408 2494306 222714 2237152 34440 1039181 283055 756126 254233 184394 56363 13476 1583720 1085197 483994 14529 418130 418130 1036141 11252 1024889 527707 207 527500 BANK FEES 489401 74632 412018 2751 OPERATIONS AND FACILITI 370312 230909 139403 EMPLOYMENT EXPENSES 348819 57449 291370 DUES & SUBSCIPTION 209243 63340 131473 14430 746181 570238 174394 1549 46759654 26963294 19126127 670233 11127255 4857344 6093351 7922895 1294176 1045067 45385 11798 575872 730496 28396423 8667292 20014099 19729131 13946062 14101318 0 2203174 1499949 55299374 49897998 2473200 2173396 5140827 3702143 13619931 13145665 2056360 1371911 23290318 20393115 X 26046193 23899479 5962863 5605404 32009056 29504883 55299374 49897998 X -2909021 404852 -4 X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 1 6250 0 0 0 0 1 6250 12500 0 PART II-B, LINE 1: LIGHTHOUSE PUBLIC AFFAIRS WAS CONTRACTED TO REGISTER TO LOBBY ON BEHALF OF CIIS. LIGHTHOUSE PUBLIC AFFAIRS TO ASSIST CIIS IN OPPOSING LEGISLATION ADOPTING THE PSYCHOLOGY INTERJURISDICTIONAL COMPACT (PSYPACT). PSYPACT AS WRITTEN WOULD DISCRIMINATE AGAINST REGIONALLY ACCREDITED PSYCHOLOGY DOCTORAL PROGRAMS. LIGHTHOUSE PUBLIC AFFAIRS TO ASSIST CIIS IN OPPOSING OTHER ADMINISTRATIVE ACTIONS IN FURTHERANCE OF PSYPACT. X X 0 1599818 10125153 229937 5000 580571 9521 11359816 1532318 5000 150000 5000 82500 1599818 1968374 436056 1532318 2403339 434965 1968374 2229376 157069 16894 2403339 0.84000 0.16000 0 0 7110000 7110000 10894543 4519664 6374879 7336041 3028626 4307415 690410 358810 331600 2365429 760192 1605237 19729131 OPERATING LEASE LIABILITIES 1371911 1371911 43534927 404852 -887103 -482251 44017178 -166545 -166545 43850633 45539100 166547 166547 45372553 1387101 1387101 46759654 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, IDENTITIES, AND COMMUNITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: SCHOLARSHIPS -1,387,101. ROUNDING -2. APPROPRIATIONS BY THE GOVERNING BOARD FOR OPERATIONS 500,000. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -166,546. ROUNDING 1. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 166,546. ROUNDING 1. PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIPS 1,387,101. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 CIIS COMPLIES WITH TITLE IX OF THE EDUCATION AMENDMENTS ACT OF 1972, TITLE VI OF THE CIVIL RIGHTS ACT, SECTION 504 OF THE REHABILITATION ACT OF 1973 AND THE AMERICANS WITH DISABILITIES ACT, AND ALL OTHER APPLICABLE STATE AND FEDERAL LAWS AND LOCAL ORDINANCES. CIIS DOES NOT DISCRIMINATE IN ITS ADMISSION POLICIES, SCHOLARSHIPS AND LOAN PROGRAMS, EDUCATIONAL PROGRAMS OR SERVICES ON THE BASIS OF RACE, COLOR, RELIGION, RELIGIOUS CREED, ANCESTRY, NATIONAL ORIGIN, AGE, SEX, MARITAL STATUS, CITIZENSHIP STATUS, MILITARY SERVICE STATUS, SEXUAL ORIENTATION, MEDICAL CONDITION (CANCER-RELATED OR GENETIC-RELATED), DISABILITY, GENDER EXPRESSION, GENDER IDENTITY, AND ANY ANOTHER STATUS PROTECTED BY LAW. CIIS PROVIDES REASONABLE ACCOMMODATIONS TO QUALIFIED INDIVIDUALS WITH DISABILITIES TO THE EXTENT REQUIRED BY LAW. SCHEDULE E, PART I, LINE 6 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 SUPPLEMENTAL INFORMATION CIIS PARTNERS WITH A BEIJING, CHINA BASED COMPANY TO PROVIDE MASTER OF ARTS IN APPLIED PSYCHOLOGY. PAYMENT AMOUNTS RECEIVED FOR THE FISCAL YEAR WERE $519,216. HOWEVER, NO EXPENDITURES WERE INCURRED IN THE REGION. 1 ACTS AUROVILLE SCHOLARSHIP 3 24000 BAC UG SCHOLARSHIP FUND 2 6115 COMMUNITY ENGAGED SCHOLARS FELLOWSHIP 2 10000 CPTR - GENERAL 5 8469 CPTR BIPOC SCHOLARSHIP 1 -6110 CPTR BOSTON DIVERSITY SCHOLARSHIPS 11 -3469 CPTR SCHOLARSHIP FUND 1 -1500 CWS FELLOWSHIP 9 69580 EAST WEST PSYCHOLOGY SCHOLARSHIP 4 3750 EMERGING BLACK CLINICIANS FELLOWSHIP (EBCF) 12 35100 HANSER, SAMUEL BENJAMIN MEMORIAL SCHOLARSHIPS 1 2000 HEBEL ACTS SCHOLARSHIP 9 27500 INSTITUTIONAL SPONSORED SCHOLARSHIPS 15 23541 MEECH SCHOLARSHIP 1 5000 OPPORTUNITY SCHOLARSHIP 380 691906 PCC GENERAL FUND 4 20600 PCC SCHOLARSHIP 6 39600 PCC SCHOLARSHIPS 1 300 SIRCAR, RINA MEMORIAL SCHOLARSHIP 1 -5649 SUBBIONDO, JOSEPH L ENDOWED SCHOLARSHIP 1 2500 TRUSTEE/MIRAA ALFASSA-MOTHER SCHOLARSHIP 42 256875 UNDERGRADUATE OPPORTUNITY SCHOLARSHIP 42 136833 WANG SCHOLARSHIP FOR THE ARTS 0 -61750 DONOR FUNDED ADVANCEMENT SCHOLARSHIP 3 11149 INTERNATIONAL OPPORTUNITY SCHOLARSHIP GRANT 49 90761 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 449219 0 0 0 7813 0 34356 0 1088 0 492476 0 0 0 KATHY LITTLES PROVOST & VP OF ACADEMIC A 243747 0 0 0 0 0 34950 0 14358 0 293055 0 0 0 SHANA ALEXANDER CFO & VP OF FINANCE & ADMI 232231 0 0 0 180 0 29018 0 13890 0 275319 0 0 0 GERALD RICHARD BUGGS CORPORATE SECRETARY & VP O 164410 0 0 0 313 0 29779 0 1946 0 196448 0 0 0 MICHELLE ENG VICE PROVOST OF ACADEMIC A 158489 0 0 0 313 0 28622 0 862 0 188286 0 0 0 JANIS PHELPS FACULTY, PROGRAM CHAIR 172602 0 0 0 313 0 3485 0 11390 0 187790 0 0 0 CYNTHIA SHEARER FACULTY, PROGRAM CHAIR 145074 0 0 0 313 0 33083 0 1166 0 179636 0 0 0 RACHEL BRYANT VP OF DEI 147576 0 0 0 313 0 3098 0 14051 0 165038 0 0 0 NICHOLAS LITERSKI SENIOR MANAGER 144652 0 0 0 0 0 1642 0 17289 0 163583 0 0 0 KRISTINE BRANDENBURGER EXECUTIVE DEAN OF IR & ACC 157457 0 0 0 313 0 3158 0 317 0 161245 0 0 0 MICHELE DEMARCO VP OF INTERNAL RELATIONS 140812 0 0 0 313 0 2886 0 12943 0 156954 0 0 0 DEBASHISH BANERJI FACULTY, DEPARTMENT CHAIR 146529 0 0 0 413 0 2934 0 1142 0 151018 0 0 0 BRENDA MARIE SANDERS VICE CHAIR, BOARD OF TRUSTEES 74806 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 1511 524513 COST 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 ANNUALLY BY TRUSTEES FORM 990, PART VI, SECTION B, LINE 15 PRESIDENT COMPENSATION; 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 FROM THE COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES (CUPA) IS ALSO CONSIDERED. COST OF LIVING ALLOWANCES ARE ALSO CONSIDERED. THE BOARD REVIEWS AND APPROVES COMPENSATION RECOMMENDATIONS FOR THE CFO AS DESCRIBED ABOVE. NO CHANGES WERE MADE IN FY2024 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: ROUNDING -4.