2025-04-30T12:14:13-05:00 2024-06-30 333709623 COHNREZNICK ADVISORY LLC 621 CAPITOL MALL SUITE 2150 SACRAMENTO CA 95814 990 2023-07-01 770433230 CALIFORNIA STATE UNIVERSITY CHANNEL ISLANDS FOUNDATION CALI 8054378400 ONE UNIVERSITY DRIVE CAMARILLO CA 93012 BRADLEY OLIN CURRENT VP BUS. & FIN. AFFAIRS 8054378400 2025-04-23 1 1 JOLANTA TUCK P01340068 9164429100 2025-03-10 2023 2025-03-06 01:10:19Z MARK LISAGOR ONE UNIVERSITY DRIVE CAMARILLO CA 93012 53837986 0 X WWW.CSUCI.EDU/CI-FOUNDATION X 1996 CA TO FURTHER THE EDUCATIONAL PURPOSE OF CALIFORNIA STATE UNIVERSITY, CHANNEL ISLANDS (CSUCI). 19 17 0 25 0 0 11892755 3153063 0 0 1896594 1744916 1086503 299966 14875852 5197945 1826288 2491554 0 0 0 0 0 48000 293444 3169792 3757871 4996080 6297425 9879772 -1099480 94642755 100586754 404626 706440 94238129 99880314 X STATE FUNDS ALONE CANNOT PROVIDE FOR ALL THE COSTS ASSOCIATED WITH PROVIDING THE FINEST EDUCATION POSSIBLE TO OUR STUDENTS. THE CSU CHANNEL ISLANDS FOUNDATION, A NON-PROFIT 501(C)(3), WAS ESTABLISHED FOR THE PURPOSE OF ENCOURAGING AND ACCEPTING PRIVATE GIFTS TO THE UNIVERSITY. THE FOUNDATION IS THE CATALYST AND CONDUIT THROUGH WHICH GIFTS AND ENDOWMENT INCOME FLOW TO PROVIDE IMMEDIATE AND LONG-TERM SUPPORT OF THE UNIVERSITY. 0 0 2205362 2205362 SCHOLARSHIPS AND FELLOWSHIPS: PROVIDE FINANCIAL SUPPORT FOR STUDENTS THAT COULD INCLUDE TUITION AND OTHER EDUCATION RELATED EXPENSES BASED ON SCHOLARSHIP CRITERIA AND ELIGIBILITY. 678057 UNRESTRICTED: UNRESTRICTED OPERATING COSTS FOR DIRECT FUND-RAISING RELATED EXPENDITURES, INDIRECT COSTS (I.E., SBS, PROCUREMENT, RISK MANAGEMENT, FISCAL SERVICES (ACCOUNTING, AP, AR, CASH MANAGEMENT/BANK RECONCILIATION), CONSULTING SERVICES, AND FUND-RAISING RELATED EVENTS (PDS, PGS, PCS). 555960 LIBRARY PROGRAMS: THE MISSION OF THE LEARNING RESOURCE CENTER IS TO FOSTER ACADEMIC SKILLS, MINDSETS, AND BEHAVIORS TO MEET ACADEMIC GOALS, SUPPORT LIFELONG LEARNING, AND FACILITATE EQUITABLE OUTCOMES FOR ALL CSUCI STUDENTS, FACULTY, AND STAFF. THE WRITING AND MULTILITERACY CENTER'S MISSION IS TO PROVIDE STUDENTS AND FACULTY WITH A RANGE OF FREE SUPPORT SERVICES AND PROGRAMS THAT HELP THEM ADDRESS 21ST CENTURY CHALLENGES OF CREATIVELY THINKING ABOUT, READING, AND COMPOSING IN WRITTEN, ORAL, VISUAL, MULTIMODAL, AND DIGITAL FORMS OF COMMUNICATION. 1752686 286192 299966 OTHER PROGRAM EXPENSES:CAPITAL PROJECTS $381,623MVS BUSINESS PROGRAMS $371,178ROI PROGRAMS $323,818RESEARCH PROGRAMS $290,098CHS NURSING $219,494ARTS & SCIENCES PROGRAMS $210,745 ACADEMIC AFFAIRS INTERNSHIP FUND $149,462BRUNO POZZI CASE MGMT.-DASS $117,311OTHER $83,600SANTA ROSA FIELD STATION $75,977CAMPUS LIFE PROGRAMS $73,566CDAE PROGRAMS $73,308RAC COSECHA $31,223ECMC TRANSFER SUCCESS $28,277ECMC - DUAL ADMISSIONS $21,175CENTER FOR INT'L AFFAIRS $17,443EDUCATION PROGRAMS $15,914OTP PROGRAMS $15,639EDISON STEM & SRIRS $9,476CENTER FOR COMMUNITY ENGAGEMENT $8,481PEER MENTOR $5,650MICHELSON 20MM FOUNDATION $4,789 1752686 286192 299966 5192065 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 1 10 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 19 17 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X X BRADLEY OLIN 8054378877 ONE UNIVERSITY DRIVE CAMARILLO CA 93012 RICHARD YAO BOARD MEMBER (CSUCI PRESIDENT) 1.00 39.00 X 0 425881 82662 RICHARD LEROY BOARD MEMBER 1.00 39.00 X 0 228762 90526 BARBARA REX TREASURER, EX-OFFICIO 1.00 39.00 X 0 206641 76426 MARK LISAGOR CHAIR 1.00 X X 0 0 0 ARMANDO CASILLAS VICE CHAIR 1.00 X X 0 0 0 LOIS RICE VICE CHAIR (UNTIL 2/24) 1.00 X X 0 0 0 CHRIS MEISSNER SECRETARY 1.00 X X 0 0 0 CHERYL BROOME BOARD MEMBER 1.00 X 0 0 0 CHARLES COHEN BOARD MEMBER 1.00 X 0 0 0 KEVIN CRUZ BOARD MEMBER 1.00 X 0 0 0 HENRY DUBROFF BOARD MEMBER (UNTIL 7/23) 1.00 X 0 0 0 LINDA DULLAM BOARD MEMBER 1.00 X 0 0 0 CHRISTINE GARVEY BOARD MEMBER 1.00 X 0 0 0 BETSY GRETHER BOARD MEMBER 1.00 X 0 0 0 BILL KEARNEY BOARD MEMBER (UNTIL 2/24) 1.00 X 0 0 0 THOMAS KRAUSE BOARD MEMBER (UNTIL 7/23) 1.00 X 0 0 0 MARTIN MCDERMUT BOARD MEMBER 1.00 X 0 0 0 RUDY PEREIRA BOARD MEMBER 1.00 X 0 0 0 LYNN PIKE BOARD MEMBER (UNTIL 12/23) 1.00 X 0 0 0 IRENE PINKARD BOARD MEMBER 1.00 X 0 0 0 RICHARD ROGERS BOARD MEMBER 1.00 X 0 0 0 PHILLIP RUSTON BOARD MEMBER 1.00 X 0 0 0 CARI SHORE BOARD MEMBER 1.00 X 0 0 0 MICHAEL SOLTYS BOARD MEMBER (UNTIL 5/24) 1.00 X 0 0 0 IZTEL TENA-ORTIZ BOARD MEMBER (UNTIL 5/24) 1.00 X 0 0 0 ESTHER WACHTELL BOARD MEMBER (UNTIL 7/23) 1.00 X 0 0 0 PETER WOLLONS BOARD MEMBER 1.00 X 0 0 0 ZOHAR ZIV BOARD MEMBER 1.00 X 0 0 0 0 861284 249614 0 0 1 0 0 3153063 132202 3153063 2304017 2304017 48080940 48640041 -559101 -559101 -559101 299966 299966 299966 5197945 299966 0 1744916 X 147523 147523 2344031 2344031 167548 167548 48000 48000 483347 483347 2027355 1972509 51746 3100 60540 56320 4220 52759 10688 10906 31165 94206 25575 58504 10127 31628 31628 59247 57703 268 1276 11932 10807 90 1035 7207 7207 HOSPITALITY 324554 186571 9256 128727 SUPPLIES 289361 214773 10067 64521 MINOR EQUIPMENT 131632 131632 MEMBERSHIP DUES AND FEE 16195 2305 12977 913 360 360 6297425 5192065 811916 293444 2090020 1326188 2774618 6235799 6538558 22848 77401 31718 21305 0 47893 77655871 89820184 28500 8558606 0 94642755 100586754 25382 47482 3000 376244 658958 404626 706440 X 4786958 24155966 89451171 75724348 94238129 99880314 94642755 100586754 -1099480 6741665 0 X 0 1 X 1 0 X 2820385 17993693 42246097 11892755 3153063 78105993 2820385 17993693 42246097 11892755 3153063 78105993 2080374 76025619 845139 566813 824721 1563597 2304017 6104287 130745 130745 90752 497102 319313 1086503 299966 2293636 86634661 0.87750 0.88630 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2019 AMOUNT: $ 24,052. 2020 AMOUNT: $ 28,629. 2021 AMOUNT: $ 56,562. 2022 AMOUNT: $ 64,889. 2023 AMOUNT: $ 142,624. MEMBERSHIPS - 2019 AMOUNT: $ 17,981. TICKETS TO EVENTS - 2019 AMOUNT: $ 48,719. GIFT FEES - 2020 AMOUNT: $ 468,473. 2021 AMOUNT: $ 262,751. 2022 AMOUNT: $ 1,021,614. 2023 AMOUNT: $ 157,342. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 34847004 244359 3893710 234053 3228569 205834 35316617 32656644 292169 3083994 243714 631004 311085 34847004 20871603 16310288 -3274081 208840 587431 454895 32656644 15758121 14033270 -8919788 20871603 15596127 3977756 -3815762 15758121 0.44000 0.56000 0.00000 0 0 0 DUE TO RELATED PARTIES 658958 658958 11456263 6741665 6741665 4714598 483347 483347 5197945 5814078 0 5814078 483347 483347 6297425 X X X X X X 1 HELENE SCHNEIDER 1416 CHINO STREET SANTA BARBARA CA 93101 ENGAGES PROSPECTIVE DONORS 0 200450 48000 152450 200450 48000 152450 CA 1 CALIFORNIA STATE UNIVERSITY CHANNEL ISLANDS ONE UNIVERSITY DR CAMARILLO CA 93012 922153805 115 0 147523 FMV SEE PART IV PROGRAM SUPPORT 1 0 STUDENT SCHOLARSHIPS 707 2205362 PART I: CSU CHANNEL ISLANDS FOUNDATION DETERMINES THE AMOUNT OF FUNDS AVAILABLE FOR SCHOLARSHIPS AND SENDS THIS INFORMATION TO THE UNIVERSITY'S FINANCIAL AID DEPARTMENT. THE FINANCIAL AID DEPARTMENT SELECTS THE STUDENTS BASED ON CRITERIA SUCH AS GPA, MAJOR, ETC. THE FINANCIAL AID DEPARTMENT MAINTAINS THESE RECORDS OF SCHOLARSHIP AWARDS. PART II, LINE 1, COLUMN (G): (G) DESCRIPTION OF NON-CASH ASSISTANCE: BOOKS, SAILBOATS, BIOLOGY MATERIALS, ELECTRONICS, GIFT CARDS, LAB MATERIALS, MUSIC CDS, ARCHIVES, MOVIE MATERIALS, CRIME INVESTIGATION ITEMS AND DEPRECIATION EXPENSE FOR CONTRIBUTED ASSETS 0 0 0 0 0 0 0 0 0 RICHARD YAO BOARD MEMBER (CSUCI PRESIDENT) 0 353881 0 0 0 72000 0 46733 0 35929 0 508543 0 0 RICHARD LEROY BOARD MEMBER 0 228762 0 0 0 0 0 75700 0 14826 0 319288 0 0 BARBARA REX TREASURER, EX-OFFICIO 0 206641 0 0 0 0 0 46733 0 29693 0 283067 0 0 PART I, LINE 3 CALIFORNIA STATE UNIVERSITY, CHANNEL ISLANDS, A RELATED ORGANIZATION, ESTABLISHES COMPENSATION FOR ANY INDIVIDUALS COMPENSATED BY A RELATED ORGANIZATION ON PART VII FOR CALENDAR YEAR 2023. THIS RELATED ORGANIZATION USES A COMPENSATION STUDY TO DETERMINE THE COMPENSATION OF THE ORGANIZATION'S PRESIDENT. X 7584 FMV X 2 2500 FMV X BIOLOGY MATERIALS 731 86038 FMV X ELECTRONICS 1 12984 FMV X GIFT CARDS 200 5000 FMV X CRIME INVESTIGATION ITEMS 56 4999 FMV X MOVIE MATERIALS 4785 4785 FMV X ARCHIVES 2 4500 FMV X LAB MATERIALS 57 3132 FMV X MUSIC CDS 68 680 FMV 0 1 0 PART I, COLUMN (B): THE ORGANIZATION IS REPORTING THE NUMBER OF ITEMS CONTRIBUTED IN COLUMN (B). FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WILL BE APPROVED BY THE TREASURER BEFORE FILING. THE BOARD WILL NOT BE REVIEWING BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY BY PERIODIC REVIEW OF TRANSACTIONS INVOLVING SIGNIFICANT EXPENDITURE OF ORGANIZATION FUNDS TO ENSURE THAT COMPENSATION/PAYMENTS MADE CONTINUE TO BE REASONABLE. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT OF CALIFORNIA STATE UNIVERSITY, CHANNEL ISLANDS' COMPENSATION IS DETERMINED BY THE CALIFORNIA STATE UNIVERSITY, CHANNEL ISLANDS' BOARD OF TRUSTEES. THE TREASURER'S COMPENSATION IS DETERMINED BY THE PRESIDENT AND A COMPENSATION ANALYSIS. FORM 990, PART VI, SECTION C, LINE 19 CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST AND ON THE WEB. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 52,811. MANAGEMENT AND GENERAL EXPENSES 51,746. FUNDRAISING EXPENSES 3,100. TOTAL EXPENSES 107,657. CONTRACTUAL SERVICES: PROGRAM SERVICE EXPENSES 1,888,953. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,888,953. HONORARIUM FEES: PROGRAM SERVICE EXPENSES 30,745. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 30,745. CA STATE UNIVERSITY CHANNEL ISLANDS ONE UNIVERSITY DR CAMARILLO CA 93012 912153805 UNIVERSITY CA ST AGENCY LINE 6 N/A 0 CI UNIVERSITY AUXILIARY SERVICES INC ONE UNIVERSITY DR CAMARILLO CA 93012 731633096 UNIVERSITY AUXILIARY CA 501(C)(3) LINE 12C, III-FI CA STATE UNIVERSITY CHANNEL ISLANDS 0 ASSOCIATED STUDENTS OF CSU CHANNEL ISLANDS INC ONE UNIVERSITY DR CAMARILLO CA 93012 010802914 UNIVERSITY AUXILIARY CA 501(C)(3) LINE 12C, III-FI CA STATE UNIVERSITY CHANNEL ISLANDS 0 CSU CHANNEL ISLANDS SITE AUTHORITY ONE UNIVERSITY DR CAMARILLO CA 93012 770578923 LEGISLATIVE BODY CA ST AGENCY LINE 6 CA STATE UNIVERSITY CHANNEL ISLANDS 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0