2025-11-13T23:54:58-06:00 2025-06-30 952772601 GLENN BURDETTE 1150 PALM STREET SAN LUIS OBISPO CA 93401 990 2024-07-01 820714842 OTTER STUDENT UNION AT CSU MONTEREY BAY OTTE 8315823395 100 CAMPUS CENTER BUILDING 12 SEASIDE CA 93955 SHERRY BAGGETT CONTROLLER 8315823395 2025-11-11 1 1 MICAL W BOVEE CPA P01023187 8055441441 2024 2025-03-06 01:10:19Z JEFF RENSEL 100 CAMPUS CENTER BUILDING 12 SEASIDE CA 93955 1939371 0 X WWW.CSUMB.EDU/OSU X 2017 CA TO PROVIDE & OPERATE FACILITIES, PROGRAMS, AND PROJECTS IN SUPPORT OF CALIFORNIA STATE UNIVERSITY, MONTEREY BAY FOR THE EXCLUSIVE BENEFIT OF STUDENTS, FACULTY, STAFF, AND ALUMNI 15 8 0 8 15826 0 0 3810 1367944 1760713 0 34914 132436 138775 1500380 1938212 1980 5162 0 0 13600 13600 0 0 0 1868210 2055144 1883790 2073906 -383410 -135694 1450140 2535639 290410 1511603 1159730 1024036 TO PROVIDE & OPERATE FACILITIES, PROGRAMS, AND PROJECTS IN SUPPORT OF CALIFORNIA STATE UNIVERSITY, MONTEREY BAY FOR THE EXCLUSIVE BENEFIT OF STUDENTS, FACULTY, STAFF, AND ALUMNI 0 0 1627479 5162 1882310 DEVELOP, GOVERN, STAFF, MANAGE AND OPERATE UNIVERSITY CAMPUS STUDENT UNION AND RELATED FACILITIES; CULTIVATE A STRONG SENSE OF COMMUNITY BY OFFERING A VARIETY OF MEANINGFUL LEADERSHIP & EMPLOYMENT OPPORTUNITIES WHICH PROMOTE CAMPUS STUDENT-LIFE, RESPECT & DIVERSITY; AND DEVELOP AND OFFER A DIVERSE RANGE OF PROGRAMS, INCLUDING ENTERTAINMENT CENTER AND CROSS CULTURAL CENTER. 1627479 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 9 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 15 8 0 1 0 0 0 1 1 1 1 0 0 1 1 1 1 0 1 0 0 0 CA X X SHERRY BAGGETT 8315823395 100 CAMPUS CENTER BLDG 201 101 SEASIDE CA 939558001 LESLEY SOLANO CHAIR 2.25 X X 5200 0 0 JIANSHAN CHEN KHALSA VICE CHAIR 2.25 X X 4800 0 0 PHILIP GIANINO TREASURER 2.25 X X 1600 0 0 SARAH WALTER SECRETARY 2.25 X X 1600 0 0 JEFF RENSEL EXECUTIVE DIRECTOR (EX OFFICIO) 40.00 40.00 X X 0 125527 39388 CARISSE BALLARD DIRECTOR 1.25 X 0 0 0 BEN CORPUS DIRECTOR (EX OFFICIO) 1.25 40.00 X 0 276430 66951 MILO DRAKE DIRECTOR 1.25 X 0 0 0 KASSANDRA FIMBRES DIRECTOR (PART YEAR) 1.25 X 0 0 0 BABITA GUPTA PHD DIRECTOR 1.25 40.00 X 0 220930 65614 ASHLEY HANCOCK DIRECTOR 1.25 X 0 0 0 BLANCA HERRERA DIRECTOR 1.25 X 0 0 0 JENNY MCADAMS DIRECTOR 1.25 X 0 0 0 JASMYN MEYER DIRECTOR 1.25 X 0 0 0 THOMAS NIGRO DIRECTOR 1.25 X 0 0 0 IZABELLA ZAVALA DIRECTOR 1.25 X 0 0 0 13200 622887 171953 0 0 1 0 UG2 LLC 1292 KIFER ROAD SUITE 805 SUNNYVALE CA 94086 CUSTODIAL SERVICES 144918 1 3810 3810 STUDENT FEES 611710 1506000 1506000 FACILITIES REIMBURSEME 611710 157616 157616 EVENT REVENUE 611710 97097 81271 15826 1760713 34914 34914 2511 3810 1159 1352 1352 ROU LEASE INCOME 900099 137423 137423 137423 1938212 1882310 15826 36266 X 5162 5162 13600 13600 59669 59669 15950 15950 16026 16026 2943 2943 37132 31740 5392 1151 1151 452016 442109 9907 25118 18284 6834 30909 30026 883 2092 2092 LEASED EMPLOYEE COST 1149658 872236 277422 MAINTENANCE 195034 190759 4275 BOND ADMINISTRATION COS 62642 62642 DUES & SUBSCRIPTIONS 3443 3443 1361 1361 2073906 1627479 446427 0 1189009 1625349 250987 227644 728 0 10462 3138 9416 7324 0 675322 1450140 2535639 45685 82386 244725 1429217 290410 1511603 X 0 0 0 0 1159730 1024036 1159730 1024036 1450140 2535639 -135694 0 X X 0 1 X 1 0 X X X 1 CALIFORNIA STATE UNIVERSITY MONTEREY BAY 911785970 6 1 1627479 0 1 1627479 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, PART I, SECTION G, LINE 1, COLUMN V THE ORGANIZATION SUPPORTED CALIFORNIA STATE UNIVERSITY, MONTEREY BAY AND ITS AUXILIARIES BY PAYING FOR STAFF AND OTHER EXPENSES TO PROMOTE CAMPUS LIFE FOR THE UNIVERSITY AND ITS STUDENTS. SEE PAGE 2 PROGRAM ACCOMPLISHMENTS FOR ADDITIONAL INFORMATION. 10462 3138 7324 7324 LEASES RECEIVABLE 675322 675322 DUE TO CORPORATION 435596 DUE TO UNIVERSITY 306079 OTHER LIABILITIES 427 GASB CAPITAL LEASE OBLIGATION ADJUSTMENT 687115 1429217 X 1939371 0 1939371 -1159 -1159 1938212 2075065 1159 1159 2073906 0 2073906 PART X, LINE 2: THE OTTER STUDENT UNION AT CALIFORNIA STATE UNIVERSITY, MONTEREY BAY IS NOT SUBJECT TO FIN 48 DISCLOSURE REQUIREMENTS UNDER GASB. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES PRESENTED ON STMT OF REVENUE -1,159. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES PRESENTED ON STMT OF REVENUE 1,159. 1 FOUNDATION OF CALIFORNIA STATE UNIVERSITY MONTEREY BAY 100 CAMPUS CENTER SEASIDE CA 93955 800494808 501(C)(3) 5162 0 SCHOLARSHIPS FOR CSUMB 1 PART I, LINE 2: ALL GRANT FUNDS AND ASSISTANCE PAID BY OTTER STUDENT UNION ARE MADE ON BEHALF OF THE CALIFORNIA STATE UNIVERSITY, MONTEREY BAY. THE EVALUATIONS, QUALIFICATIONS, AND MONITORING PROCESSES ARE DETERMINED BY THE UNIVERSITY. 0 0 0 0 0 0 0 0 0 JEFF RENSEL EXECUTIVE DIRECTOR (EX OFFICIO) 0 125527 0 0 0 0 0 12860 0 26528 0 164915 0 0 BEN CORPUS DIRECTOR (EX OFFICIO) 0 276430 0 0 0 0 0 54396 0 12555 0 343381 0 0 BABITA GUPTA PHD DIRECTOR 0 220030 0 900 0 0 0 53111 0 12503 0 286544 0 0 FORM 990, PART VI, SECTION A, LINE 3 OTTER STUDENT UNION HAS DELEGATED THE UNIVERSITY CORPORATION AT MONTEREY BAY AUTHORITY TO ACT AS ITS AGENT IN A RANGE OF ADMINISTRATIVE, PROCUREMENT AND ACCOUNTING SERVICE FUNCTIONS UNDER AN ADMINISTRATIVE SERVICES AGREEMENT. FORM 990, PART VI, SECTION A, LINE 7A THE UNIVERSITY PRESIDENT MAY APPOINT DIRECTORS BY VIRTUE OF OFFICE HELD WITH THE UNIVERSITY. 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. 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 DIRECTORS DISCLOSE CONFLICTS OF INTEREST DURING THE YEAR AS THEY ARISE. THE BOARD ADDRESSES CONFLICTS OF INTEREST IMMEDIATELY UPON DISCLOSURE. 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 IX, LINE 24A OTTER STUDENT UNION DOES NOT HAVE EMPLOYEES; HOWEVER, PERSONS EMPLOYED BY UNIVERSITY CORPORATION AT MONTEREY BAY PERFORM WORK EXCLUSIVELY ON BEHALF OF THE OTTER STUDENT UNION AND THEIR SALARIES AND RELATED EXPENSES HAVE BEEN LISTED AS LEASED EMPLOYEE COST ON THE STATEMENT OF FUNCTIONAL EXPENSES. FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE HAS OVERSIGHT OF THE AUDIT AND RECOMMENDS AUDITOR SELECTION TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 13 OTTER STUDENT UNION DOES NOT HAVE EMPLOYEES; HOWEVER, PERSONS EMPLOYED BY UNIVERSITY CORPORATION AT MONTEREY BAY PERFORM WORK ON BEHALF OF THE OTTER STUDENT UNION AND FOLLOW THEIR RESPECTIVE WHISTLEBLOWER POLICIES. UNIVERSITY CORPORATION AT MONTEREY BAY 8 UPPER RAGSDALE DRIVE MONTEREY CA 93940 770387459 SUPPORT OF CALIFORNIA STATE UNIVERSITY, MONTEREY BAY AS AN AUXILIARY CA 501(C)(3) LINE 5 0 CALIFORNIA STATE UNIVERSITY MONTEREY BAY 100 CAMPUS CENTER SEASIDE CA 93955 911785970 EDUCATION - THE STUDENT UNION 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 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 CALIFORNIA STATE UNIVERSITY MONTEREY BAY P 214147