UNIVERSITY CORPORATION AT MONTEREY BAY: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- UNIVERSITY CORPORATION AT MONTEREY BAY (EIN 77-0387459)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2025-11-13
- IRS object ID
- 202523189349300807
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T23:51:59-06:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 952772601 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLENN BURDETTE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1150 PALM STREET | AddressLine1Txt |
| City | SAN LUIS OBISPO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 770387459 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNIVERSITY CORPORATION AT MONTEREY BAY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIV | BusinessNameControlTxt |
| Phone | 8315823395 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 UPPER RAGSDALE DRIVE | AddressLine1Txt |
| City | MONTEREY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93940 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHERRY BAGGETT | PersonNm |
| Person Title | CONTROLLER | PersonTitleTxt |
| Phone | 8315823395 | PhoneNum |
| Signature | 2025-11-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICAL W BOVEE CPA | PreparerPersonNm |
| PTIN | P01023187 | PTIN |
| Phone | 8055441441 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MADDISON BURTON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 UPPER RAGSDALE DRIVE | AddressLine1Txt |
| City | MONTEREY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93940 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $174,397,139 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CSUMB.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1994 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO FURTHER THE PROGRAMS OF THE CALIFORNIA STATE UNIVERSITY, MONTEREY BAY AND SUPPORT THE UNIVERSITY'S SCIENTIFIC, LITERARY, EDUCATIONAL AND CHARITABLE PURPOSES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 1 | VotingMembersIndependentCnt |
| Total Employee | 795 | TotalEmployeeCnt |
| Total Volunteers | 142 | TotalVolunteersCnt |
| Total Gross UBI | -$104,180 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $29,038,532 | PYContributionsGrantsAmt |
| CY Contributions Grants | $33,094,683 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $49,844,666 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $53,585,192 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,432,306 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,786,427 | CYInvestmentIncomeAmt |
| PY Other Revenue | $367,054 | PYOtherRevenueAmt |
| CY Other Revenue | $1,086,570 | CYOtherRevenueAmt |
| PY Total Revenue | $81,682,558 | PYTotalRevenueAmt |
| CY Total Revenue | $95,552,872 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $12,688,289 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $13,105,722 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $19,711,657 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $19,428,293 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $811,009 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $51,879,562 | PYOtherExpensesAmt |
| CY Other Expenses | $56,454,867 | CYOtherExpensesAmt |
| PY Total Expenses | $84,279,508 | PYTotalExpensesAmt |
| CY Total Expenses | $88,988,882 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,596,950 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,563,990 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $222,161,128 | TotalAssetsBOYAmt |
| Total Assets EOY | $220,142,016 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $151,258,616 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $145,757,028 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $70,902,512 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $74,384,988 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $48,236,733 | ExpenseAmt |
| Revenue | $53,230,666 | RevenueAmt |
| Desc | HOUSING, DINING AND RESIDENTIAL LIFE PROGRAM FOR STUDENTS, FACULTY AND STAFF OF THE UNIVERSITY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $26,823,012 | ExpenseAmt |
| Grant | $10,222,216 | GrantAmt |
| Desc | GRANTS & CONTRACTS: EXTERNALLY SPONSORED PROJECTS ADMINISTERED BY THE CORPORATION FOR THE UNIVERSITY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,007,480 | ExpenseAmt |
| Grant | $2,649,344 | GrantAmt |
| Desc | CAMPUS SUPPORT, DEVELOPMENT AND INFRASTRUCTURE: VARIOUS BUILDING AND OTHER PROJECTS FOR THE BENEFIT OF THE UNIVERSITY AND ITS AUXILIARIES | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc | GrantGrantAmt |
|---|---|---|---|
| $1,654,716 | $1,837,550 | OPERATION OF UNIVERSITY RADIO STATION, KAZU, WHICH PROVIDES NEWS BROADCASTING SERVICES FOR FACULTY, STAFF AND THE LOCAL COMMUNITY. | |
| $1,369,211 | EDUCATIONAL CONFERENCES, WORKSHOPS AND OTHER SERVICES AND SUPPORT PROVIDED BY THE CORPORATION IN SUPPORT OF THE UNIVERSITY AND ITS STUDENTS. | $7,797 | |
| $2,475,498 | STUDENT SUPPORT AND SCHOLARSHIPS | $226,365 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $5,499,425 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $234,162 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $1,837,550 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $83,566,650 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | Yes (1) | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 194 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 795 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 1 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHERRY BAGGETT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8315823395 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8 UPPER RAGSDALE DRIVE | AddressLine1Txt |
| City | MONTEREY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93940 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| VANYA QUINONES PHD | ||||||||
| PRESIDENT | 0.50 | 40.00 | Yes (X) | Yes (X) | $0 | $370,000 | $61,163 | |
| ANDREW LAWSON | ||||||||
| SECRETARY/TREASURER | 0.50 | 40.00 | Yes (X) | Yes (X) | $0 | $300,973 | $112,596 | |
| ALAN FISHER PART YEAR | ||||||||
| INTERIM EXECUTIVE DIRECTOR | 40.00 | 40.00 | Yes (X) | Yes (X) | $110,924 | $138,864 | $48,368 | |
| MICHAEL LA PLANTE BEG 6125 | ||||||||
| UNIVERSITY ADVANCEMENT DIR | 0.50 | 40.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GORDON MCDOUGALL 11-53125 | ||||||||
| UNIVERSITY ADVANCEMENT DIR | 0.50 | 40.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BEN CORPUS | ||||||||
| STUDENT AFFAIRS DIRECTOR | 0.50 | 40.00 | Yes (X) | $0 | $276,430 | $66,951 | ||
| ARLENE HAFFA | ||||||||
| FACULTY DIRECTOR | 10.00 | 40.00 | Yes (X) | $22,056 | $129,225 | $37,441 | ||
| ELIZABETH MIHOPOULOS | ||||||||
| STAFF DIRECTOR | 0.50 | 40.00 | Yes (X) | $0 | $156,359 | $46,260 | ||
| ANDREW NINO | ||||||||
| STUDENT DIRECTOR | 0.50 | 5.00 | Yes (X) | $0 | $3,480 | $0 | ||
| ROBERT TAYLOR ESQ | ||||||||
| COMMUNITY MEMBER DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| MADDISON BURTON | ||||||||
| ASSOCIATE EXECUTIVE DIRECT | 40.00 | $193,652 | $0 | $33,621 | Yes (X) | |||
| SHERRY BAGGETT | ||||||||
| CONTROLLER | 40.00 | $192,231 | $0 | $55,220 | Yes (X) | |||
| LEE JOHNSON | ||||||||
| SR. RESEARCH SCIENTIST | 40.00 | $167,036 | $0 | $42,792 | Yes (X) | |||
| HIROFUMI HASHIMOTO | ||||||||
| RESEARCH SCIENTIST | 40.00 | $144,501 | $0 | $52,017 | Yes (X) | |||
| ADAM PURDY | ||||||||
| SR. RESEARCH SCIENTIST | 40.00 | $142,766 | $0 | $50,209 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $973,166 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,375,331 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $606,638 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 23 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| JOHN F OTTO INC DBA OTTO CONSTRUCTION | |||||
| 1717 2ND STREET | SACRAMENTO | CA | 95811 | CONSTRUCTION SERVICES | $9,746,141 |
| UG2 LLC | |||||
| 1292 KIFER ROAD SUITE 805 | SUNNYVALE | CA | 94086 | JANITORIAL SERVICES | $1,378,529 |
| DISASTER KLEENUP SPECIALISTS | |||||
| 2105 S 10TH ST | SAN JOSE | CA | 95112 | DISASTER MITIGATION SERVICES | $704,648 |
| REGIONAL GOVERNMENT SERVICES AUTHORITY | |||||
| PO BOX 1350 | CARMEL VALLEY | CA | 93924 | STAFFING SERVICES | $489,149 |
| GREEN WASTE RECOVERY INC | |||||
| 2540 N FIRST STREET SUITE 300 | SAN JOSE | CA | 95131 | WASTE REMOVAL SERVICES | $370,820 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 16 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $45,140 | FundraisingAmt |
| Related Organizations | $833,825 | RelatedOrganizationsAmt |
| Government Grants | $25,074,964 | GovernmentGrantsAmt |
| All Other Contributions | $7,140,754 | AllOtherContributionsAmt |
| Noncash Contributions | $104,839 | NoncashContributionsAmt |
| Total Contributions | $33,094,683 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| HOUSING, DINING & RESIDENTIAL LIF | 624200 | $47,992,599 | $47,992,599 |
| COMMISSIONS AND SERVICE FEES | 611710 | $3,387,305 | $3,387,305 |
| RADIO STATION FUNDING | 516100 | $1,837,550 | $1,837,550 |
| ROU NONOPERATING REVENUE | 900099 | $367,738 | $367,738 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $53,585,192 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,323,099 | TotalRevenueColumnAmt |
| Exclusion | $2,323,099 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,168,996 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,539,722 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$370,726 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$370,726 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$17,694 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$104,180 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$248,852 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $69,596,612 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $64,073,094 | SecuritiesAmt |
| Other | $60,190 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,523,518 | SecuritiesAmt |
| Other | -$60,190 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,463,328 | TotalRevenueColumnAmt |
| Exclusion | $5,463,328 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $9,962 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $45,140 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $53,384 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$43,422 | TotalRevenueColumnAmt |
| Exclusion | -$43,422 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $14,618,595 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $13,117,877 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,500,718 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,500,718 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $95,552,872 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $55,068,216 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$104,180 | UnrelatedBusinessRevenueAmt |
| Exclusion | $7,494,153 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,972,770 | TotalAmt |
| Program Services | $11,972,770 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,132,952 | TotalAmt |
| Program Services | $1,132,952 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,356 | TotalAmt |
| Program Services | $12,941 | ProgramServicesAmt |
| Management And General | $3,415 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,273,376 | TotalAmt |
| Program Services | $12,848,796 | ProgramServicesAmt |
| Management And General | $898,451 | ManagementAndGeneralAmt |
| Fundraising | $526,129 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $898,620 | TotalAmt |
| Program Services | $627,760 | ProgramServicesAmt |
| Management And General | $222,406 | ManagementAndGeneralAmt |
| Fundraising | $48,454 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,908,944 | TotalAmt |
| Program Services | $2,134,038 | ProgramServicesAmt |
| Management And General | $681,051 | ManagementAndGeneralAmt |
| Fundraising | $93,855 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,330,997 | TotalAmt |
| Program Services | $1,058,757 | ProgramServicesAmt |
| Management And General | $224,930 | ManagementAndGeneralAmt |
| Fundraising | $47,310 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $494,383 | TotalAmt |
| Program Services | $494,383 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,532 | TotalAmt |
| Program Services | $110,342 | ProgramServicesAmt |
| Management And General | $63,190 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,845 | TotalAmt |
| Program Services | $13,900 | ProgramServicesAmt |
| Management And General | $88,945 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,493 | TotalAmt |
| Program Services | $69,493 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,659,861 | TotalAmt |
| Program Services | $11,539,533 | ProgramServicesAmt |
| Management And General | $1,118,741 | ManagementAndGeneralAmt |
| Fundraising | $1,587 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $220,199 | TotalAmt |
| Program Services | $194,545 | ProgramServicesAmt |
| Management And General | $24,930 | ManagementAndGeneralAmt |
| Fundraising | $724 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,669,237 | TotalAmt |
| Program Services | $1,605,668 | ProgramServicesAmt |
| Management And General | $46,629 | ManagementAndGeneralAmt |
| Fundraising | $16,940 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,052,978 | TotalAmt |
| Program Services | $592,141 | ProgramServicesAmt |
| Management And General | $460,617 | ManagementAndGeneralAmt |
| Fundraising | $220 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,106,699 | TotalAmt |
| Program Services | $10,922,312 | ProgramServicesAmt |
| Management And General | $184,387 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $746,445 | TotalAmt |
| Program Services | $716,013 | ProgramServicesAmt |
| Management And General | $26,049 | ManagementAndGeneralAmt |
| Fundraising | $4,383 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $776,593 | TotalAmt |
| Program Services | $706,121 | ProgramServicesAmt |
| Management And General | $28,498 | ManagementAndGeneralAmt |
| Fundraising | $41,974 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,460,900 | TotalAmt |
| Program Services | $3,460,672 | ProgramServicesAmt |
| Management And General | $228 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,490 | TotalAmt |
| Management And General | $7,490 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,915,375 | TotalAmt |
| Program Services | $9,541,726 | ProgramServicesAmt |
| Management And General | $373,649 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MAINTENANCE | $11,669,267 | $11,549,073 | $120,194 | |
| STUDENT SERVICES | $1,907,961 | $1,907,933 | $28 | |
| OTHER EXPENSES | $276,008 | $274,493 | $1,290 | $225 |
| NON-CAPITALIZED EQUIPME | $51,535 | $27,009 | $24,526 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $94,066 | TotalAmt |
| Program Services | $53,279 | ProgramServicesAmt |
| Management And General | $11,579 | ManagementAndGeneralAmt |
| Fundraising | $29,208 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,988,882 | TotalAmt |
| Program Services | $83,566,650 | ProgramServicesAmt |
| Management And General | $4,611,223 | ManagementAndGeneralAmt |
| Fundraising | $811,009 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,409,216 | BOYAmt |
| EOY | $3,310,560 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,494,940 | BOYAmt |
| EOY | $10,980,128 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,738,176 | BOYAmt |
| EOY | $10,339,289 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,770,261 | BOYAmt |
| EOY | $6,989,354 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $204,972 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $164,736 | BOYAmt |
| EOY | $298,822 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $216,681,067 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $79,263,469 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,430,289 | BOYAmt |
| EOY | $137,417,598 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,315,359 | BOYAmt |
| EOY | $39,278,361 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,906 | BOYAmt |
| EOY | $150,140 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,776,245 | BOYAmt |
| EOY | $11,172,792 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $222,161,128 | BOYAmt |
| EOY | $220,142,016 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,936,633 | BOYAmt |
| EOY | $10,832,133 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,965,133 | BOYAmt |
| EOY | $6,891,907 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,356,850 | BOYAmt |
| EOY | $128,032,988 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,258,616 | BOYAmt |
| EOY | $145,757,028 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,902,512 | BOYAmt |
| EOY | $74,384,988 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,902,512 | BOYAmt |
| EOY | $74,384,988 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $222,161,128 | BOYAmt |
| EOY | $220,142,016 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $6,563,990 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$3,081,514 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,286,607 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,356,798 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,997,720 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,038,532 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,094,683 | CurrentTaxYearAmt |
| Total | $133,774,340 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $33,599 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,599 | CurrentTaxYearAmt |
| Total | $67,198 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,286,607 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $23,356,798 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $27,997,720 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,072,131 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $33,128,282 | CurrentTaxYearAmt |
| Total | $133,841,538 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,020,436 | SubstantialContributorsTotAmt |
| Public Support Total170 | $129,821,102 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,028,230 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,667,839 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,550,345 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,669,420 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,305,884 | CurrentTaxYearAmt |
| Total | $9,221,718 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $143,063,256 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $274,139,206 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.90740 | PublicSupportCY170Pct |
| Public Support PY170 | 0.91960 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | Yes (1) | VolunteersInd |
| Paid Staff Or Management | 0 | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | Yes (1) | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $0 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II-B, LINE 1: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $2,000,734 | InvestmentCostOrOtherBasisAmt |
| Book Value | $2,000,734 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $86,425,890 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $28,660,961 | DepreciationAmt |
| Book Value | $57,764,929 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $66,804,788 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $26,891,365 | DepreciationAmt |
| Book Value | $39,913,423 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $5,627,978 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $4,723,757 | DepreciationAmt |
| Book Value | $904,221 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $55,821,677 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $18,987,386 | DepreciationAmt |
| Book Value | $36,834,291 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $137,417,598 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| FCC LICENSE | $148,349 |
| OTHER ASSETS | $4,861,903 |
| REAL ESTATE HELD FOR SALE | $1,114,354 |
| LEASES RECEIVABLE | $5,048,186 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $11,172,792 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (10 entries)
| DescDesc | AmtAmt |
|---|---|
| DEPOSITS | $344,085 |
| DUE TO UNIVERSITY | $7,074,668 |
| OTHER LIABILITIES | $72,734 |
| CAPITAL LEASE OBLIGATIONS | $39,866,657 |
| GASB CAPITAL LEASE OBLIGATION ADJUSTMENT | $4,879,059 |
| DUE TO FOUNDATION | $68,585 |
| DUE TO CSU | $512,442 |
| N/P TO CSU | $74,944,460 |
| DUE TO OTTER STUDENT UNION | $137,489 |
| SUBSCRIPTION LIABILITY | $132,809 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $128,032,988 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $107,280,486 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$3,081,514 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$3,081,514 | RevenueNotReportedAmt |
| Revenue Subtotal | $110,362,000 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$14,809,128 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$14,809,128 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $95,552,872 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $103,798,010 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $14,809,128 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $14,809,128 | ExpensesNotReportedAmt |
| Expenses Subtotal | $88,988,882 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $88,988,882 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE UNIVERSITY CORPORATION AT MONTEREY BAY IS NOT SUBJECT TO FIN 48 DISCLOSURE REQUIREMENTS UNDER GASB. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOODS SOLD -13,117,878. RENTAL EXPENSES -1,691,250. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 13,117,878. RENTAL EXPENSES 1,691,250. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | WLC LUNCHEON | Event1Nm |
| Gross Receipts Event1 | $20,395 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $13,840 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $6,555 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $10,415 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $2,465 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $5,826 | OtherDirectExpensesEvent1Amt |
| Event2 | COLLEGE OF BUSINESS SHOWCASE | Event2Nm |
| Gross Receipts Event2 | $34,707 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $31,300 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $3,407 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $21,705 | FoodAndBeverageEvent2Amt |
| Other Direct Expenses Event2 | $12,973 | OtherDirectExpensesEvent2Amt |
| Gross Receipts Total | $55,102 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $45,140 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $9,962 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $32,120 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $2,465 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $18,799 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $53,384 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$43,422 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (21 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| BIG SUR LAND TRUST | ||||||||
| 509 HARTNELL STREET | MONTEREY | CA | 93940 | 942473415 | 501(C)(3) | $45,740 | $0 | SUBAWARD |
| CALIFORNIA STATE UNIVERSITY MONTEREY BAY | ||||||||
| 100 CAMPUS CENTER | SEASIDE | CA | 93955 | 911785970 | 115 | $9,707,709 | $0 | UNIVERSITY SUPPORT AND SCHOLARSHIPS |
| CSU CHANNEL ISLAND | ||||||||
| 1 UNIVERSITY DR | CAMARILLO | CA | 93012 | 912153805 | 115 | $56,304 | $0 | SUBAWARD |
| CSU DOMINGUEZ HILLS FOUNDATION | ||||||||
| 1000 EAST VICTORIA STREET SCC 202 | CARSON | CA | 90747 | 952543028 | 501(C)(3) | $16,463 | $0 | SUBAWARD |
| CSU FULLERTON ASC | ||||||||
| 1121 N STATE COLLEGE BLVD | FULLERTON | CA | 92831 | 952081258 | 501(C)(3) | $19,043 | $0 | SUBAWARD |
| CSU LONG BEACH FOUNDATION | ||||||||
| 1250 BELLFLOWER BLVD | LONG BEACH | CA | 90840 | 956106694 | 501(C)(3) | $9,613 | $0 | SUBAWARD |
| EL CAMINO COMMUNITY COLLEGE | ||||||||
| 16007 CRENSHAW BLVD | TORRANCE | CA | 90506 | 956001060 | 501(C)(3) | $10,050 | $0 | SUBAWARD |
| FOUNDATION OF CALIFORNIA STATE UNIVERSITY MONTEREY BAY | ||||||||
| 100 CAMPUS CENTER | SEASIDE | CA | 93955 | 800494808 | 501(C)(3) | $360,000 | $0 | UNIVERSITY SUPPORT |
| HARTNELL COLLEGE | ||||||||
| 411 CENTRAL AVE | SALINAS | CA | 93901 | 942850573 | 115 | $264,522 | $0 | SUBAWARD |
| MONTEREY PENINSULA COLLEGE | ||||||||
| 980 FREMONT ST | MONTEREY | CA | 93940 | 942314506 | 501(C)(3) | $84,290 | $0 | SUBAWARD |
| OPEN ET | ||||||||
| 304 S JONES BLVD STE 1332 | LAS VEGAS | NV | 89107 | 872247137 | $186,677 | $0 | SUBAWARD | |
| RESOURCE CONSERVATION DISTRICT OF MONTEREY COUNTY | ||||||||
| 744-A LAGUARDIA STREET | SALINAS | CA | 93905 | 770438392 | 115 | $334,448 | $0 | SUBAWARD |
| SAN JOSE STATE UNIVERSITY | ||||||||
| 210 N FOURTH STREET 3RD FLOOR | SAN JOSE | CA | 95112 | 946017638 | 115 | $124,847 | $0 | SUBAWARD |
| UC REGENTS DAVIS | ||||||||
| PO BOX 989062 CASHIER OFFICE | WEST SCRAMENTO | CA | 95798 | 946036494 | 115 | $397,615 | $0 | SUBAWARD |
| UC SANTA BARBARA | ||||||||
| 3227 CHEADLE HALL 3RD FLOOR | SANTA BARBARA | CA | 93106 | 956006145 | 115 | $112,954 | $0 | SUBAWARD |
| UC SANTA CRUZ | ||||||||
| 1156 HIGH STREET | SANTA CRUZ | CA | 95064 | 941539563 | 115 | $149,864 | $0 | SUBAWARD |
| VILLANOVA UNIVERSITY | ||||||||
| 800 LANCASTER AVE | VILLANOVA | PA | 19085 | 231352688 | 501(C)(3) | $11,010 | $0 | SUBAWARD |
| WINONA STATE UNIVERSITY | ||||||||
| 175 W MARK ST PO BOX 5856 | WINONA | MN | 55987 | 411687554 | 115 | $8,990 | $0 | SUBAWARD |
| EVAPOTRANSPIRATION PLUS LLC | ||||||||
| 3496 N 2500 E | TWIN FALLS | ID | 83301 | 272003874 | $32,360 | $0 | SUBAWARD | |
| PENNSYLVANIA STATE UNIVERSITY | ||||||||
| 200 INNOVATION BLVD STE 100 | UNIVERSITY PARK | PA | 16802 | 246000376 | 115 | $23,152 | $0 | SUBAWARD |
| COLORADO STATE UNIVERSITY FOUNDATION | ||||||||
| PO BOX 1870 | FORT COLLINS | CO | 80522 | 237098397 | 501(C)(3) | $9,929 | $0 | SUBAWARD |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 19 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (19 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| UPWARD BOUND - OUTREACH PROGRAM SERVICES FOR LOW-INCOME STUDENTS TO PREPARE THEM FOR POSTSECONDARY EDUCATION | 134 | $307,702 |
| GEAR-UP - PROVIDES COLLEGE AWARENESS AND SUPPORT ACTIVITIES LIKE TUTORING AND COLLEGE SCHOLARSHIPS TO IMPROVE ACCESS TO HIGHER EDUCATION FOR DISADVANTAGED STUDENTS | 3989 | $250,538 |
| 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. | 1072 | $114,555 |
| 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. | 43 | $49,706 |
| COLLEGE ASSISTANCE MIGRANT PROGRAM (CAMP) - ASSISTANCE TO STUDENTS WHO ARE MIGRATORY FARMWORKERS ENROLLED IN THEIR FIRST YEAR OF UNDERGRADUATE STUDIES AT AN IHE | 33 | $17,651 |
| 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. | 165 | $29,028 |
| OSHER LIFETIME LEARNING INSTITUTE (OLLI) - PROGRAM TO SUPPORT A LEARNING COMMUNITY OF ADULTS AGE 50+. | 379 | $7,797 |
| GREAT OPPORTUNITIES IN GENOME SCIENCE - TO PROVIDE A COMPREHENSIVE 2 YEAR MENTORED RESEARCH AND PROFESSIONAL TRAINING PROGRAM AT CSUMB IN COLLABORTAION WITH UNIVERSITY OF CALIFORNIA, SANTA CRUZ. | 12 | $81,392 |
| HSI PILOT PROJECT: INCLUSIVE AND INTEGRATIVE STEM EDUCATION THROUGH UNDERGRADUATE RESEARCH - THIS PROGRAM PROVIDES UNDERGRADUATE RESEARCH OPPORTUNITIES FOR STUDENTS BY PROVIDING INTRODUCTORY RESEARCH EXPERIENCES AND UPPER DIVISION INTENSIVE RESEARCH EXPERIENCES AND ENGAGES TRANSFER STUDENTS IN RESEARCH AT THEIR COMMUNITY COLLEGE PRE- AND POST-TRANSFER. | 16 | $147,430 |
| SSS-STEM 2020-2025 - THE PROGRAM IS AIMED AT PROVIDING ACADEMIC, CAREER DEVELOPMENT, AND PERSONAL SUPPORT FOR STUDENTS WHO ARE FIRST-GENERATION, LOW-INCOME STUDENTS AND/OR STUDENTS WITH DISABILITIES PURSING STEM/HEALTH SCIENCE EDUCATION. | 125 | $26,393 |
| DEVELOPING VALIDATED INSTRUMENTS TO MEASURE STUDENT/FACULTY ATTITUDES IN UNDERGRADUATE STATISTICS AND DATA SCIENCE EDUCATION (MASDER) - THE PROGRAM RESEARCHES STUDENT AND INSTRUCTOR ATTITUDES IN STATISTICS AND DATA SCIENCE. | 36 | $13,950 |
| NOAA COOPERATIVE SCIENCE CENTER FOR COASTAL AND MARINE ECUSYSTEMS-II - TO RECRUIT, EDUCATE, TRAIN, AND GRADUATE A NEW GENERATION U.S. CITIZEN SCIENTISTS IN NOAA-MISSION ALIGNED STEM DISCIPLINES AND TO EQUIP STUDENTS TO UTILIZE INTERDISCIPLINARY APPROACHES TO ADDRESS ISSUES CONFRONTING MARINE AND COASTAL COMMUNITIES. | 4 | $15,562 |
| FROM THE INTERTIDAL TO THE DEEP OCEAN: MONTEREY BAY REU- REU SITE RENEWAL: TO CONTINUE SERVING AS THE HUB OF THE MONTEREY BAY REGION REU PROGRAM TO PROVIDE RESEARCH OPPORTUNITIES. | 12 | $20,977 |
| NEXTGEN CULTIVANDO LIDERES - TO SUPPORT TRAINING OPPORTUNITIES FOR UNDERGRADUATE AND GRADUATE STUDENTS IN FOOD, AGRICULTURE, NATURAL RESOURCES AND HUMAN SCIENCES(FAHN). | 55 | $17,606 |
| KORET SCHOLARS PROGRAM - TO PROVIDE INTERDISCIPLINARY SOCIAL SCIENCE RESEARCH OPPORTUNITIES. | 10 | $5,922 |
| APPLE SCHOLARS UNDERGRADUATE RESEARCHER PROGRAM - TO SUPPORT STUDENTS IN STEM RESEARCH THROUGH MENTORSHIP AND TECHNOLOGICAL SUPPORT. | 16 | $7,500 |
| LOUIS STOKES STEM PATHWAYS AND RESEARCH ALLIANCE (CSU-LSAMP)/LSAMP CO 24-25 - TO PROVIDE STEM RESEARCH OPPORTUNITIES AND SUPPORT. | 47 | $5,452 |
| APPLE SCHOLARS AT CSUMB/APPLE SCHOLARS 24-25 - TO SUPPORT STUDENTS IN STEM RESEARCH THROUGH MENTORSHIP AND TECHNOLOGICAL SUPPORT. | 21 | $7,070 |
| RISE SCIENCE STUDENT SUCCESS - TO SUPPORT SCIENCE STUDENTS THROUGH A SUMMER BRIDGE EXPERIENCE TO CONNECT FIRST TIME FRESHMAN TO CAMPUS RESOURCES. | 28 | $5,264 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Payments For Use Of Residence | Yes (X) | PaymentsForUseOfResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| VANYA QUINONES PHD | ||||||||||||||
| PRESIDENT | $0 | $358,000 | $0 | $0 | $0 | $12,000 | $0 | $48,463 | $0 | $12,700 | $0 | $431,163 | $0 | $0 |
| ANDREW LAWSON | ||||||||||||||
| SECRETARY/TREASURER | $0 | $300,973 | $0 | $0 | $0 | $0 | $0 | $88,669 | $0 | $23,927 | $0 | $413,569 | $0 | $0 |
| ALAN FISHER PART YEAR | ||||||||||||||
| INTERIM EXECUTIVE DIRECTOR | $110,924 | $138,864 | $0 | $0 | $0 | $0 | $9,859 | $38,272 | $111 | $126 | $120,894 | $177,262 | $0 | $0 |
| BEN CORPUS | ||||||||||||||
| STUDENT AFFAIRS DIRECTOR | $0 | $276,430 | $0 | $0 | $0 | $0 | $0 | $54,396 | $0 | $12,555 | $0 | $343,381 | $0 | $0 |
| ARLENE HAFFA | ||||||||||||||
| FACULTY DIRECTOR | $22,056 | $127,545 | $0 | $0 | $0 | $1,680 | $0 | $37,285 | $0 | $156 | $22,056 | $166,666 | $0 | $0 |
| ELIZABETH MIHOPOULOS | ||||||||||||||
| STAFF DIRECTOR | $0 | $153,859 | $0 | $2,500 | $0 | $0 | $0 | $46,051 | $0 | $209 | $0 | $202,619 | $0 | $0 |
| MADDISON BURTON | ||||||||||||||
| ASSOCIATE EXECUTIVE DIRECT | $193,652 | $0 | $0 | $0 | $0 | $0 | $19,554 | $0 | $14,067 | $0 | $227,273 | $0 | $0 | $0 |
| SHERRY BAGGETT | ||||||||||||||
| CONTROLLER | $192,231 | $0 | $0 | $0 | $0 | $0 | $19,707 | $0 | $35,513 | $0 | $247,451 | $0 | $0 | $0 |
| LEE JOHNSON | ||||||||||||||
| SR. RESEARCH SCIENTIST | $167,036 | $0 | $0 | $0 | $0 | $0 | $16,945 | $0 | $25,847 | $0 | $209,828 | $0 | $0 | $0 |
| HIROFUMI HASHIMOTO | ||||||||||||||
| RESEARCH SCIENTIST | $144,501 | $0 | $0 | $0 | $0 | $0 | $15,018 | $0 | $36,999 | $0 | $196,518 | $0 | $0 | $0 |
| ADAM PURDY | ||||||||||||||
| SR. RESEARCH SCIENTIST | $142,766 | $0 | $0 | $0 | $0 | $0 | $14,732 | $0 | $35,477 | $0 | $192,975 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THE CORPORATION PAYS THE RENT ON A PORTION OF THE UNIVERSITY PRESIDENT'S RESIDENCE THAT IS USED FOR BUSINESS PURPOSES. | ExplanationTxt |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $9,600 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $4,612 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 44 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,793 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | EQUIPMENT | 6 | $82,579 | FAIR MARKET VALUE |
| Yes (X) | CONSUMABLES | 5 | $4,198 | FAIR MARKET VALUE |
| Yes (X) | SUPPLIES | 3 | $1,057 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 11,539,533. MANAGEMENT AND GENERAL EXPENSES 1,118,741. FUNDRAISING EXPENSES 1,587. TOTAL EXPENSES 12,659,861. |
| FORM 990, PART XII, LINE 2C (NO CHANGE): | THE AUDIT COMMITTEE HAS OVERSIGHT OF THE AUDIT AND RECOMMENDS AUDITOR SELECTION TO THE BOARD. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|
| 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) | 0 | LINE 7 |
| 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) | 0 | LINE 12A, I |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (7 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt |
|---|---|
| CALIFORNIA STATE UNIVERSITY MONTEREY BAY | |
| B | $13,862,744 |
| CALIFORNIA STATE UNIVERSITY MONTEREY BAY | |
| K | $7,099,330 |
| CALIFORNIA STATE UNIVERSITY MONTEREY BAY | |
| M | $1,853,122 |
| CALIFORNIA STATE UNIVERSITY MONTEREY BAY | |
| P | $11,751,278 |
| CALIFORNIA STATE UNIVERSITY MONTEREY BAY | |
| C | $833,825 |
| CALIFORNIA STATE UNIVERSITY MONTEREY BAY | |
| L | $140,986 |
| CALIFORNIA STATE UNIVERSITY MONTEREY BAY | |
| J | $6,413 |
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