2025-12-15T09:06:59-06:00 2025-06-30 333303535 EFPR ADVISORY LLC 6390 MAIN STREET SUITE 200 WILLIAMSVILLE NY 14221 990 2024-07-01 111986378 FACULTY STUDENT ASSOCIATION OF THE STATE UNIVERSITY OF NY AT STONY BROOK INC FACU 6316321731 WEST SIDE DINING 2ND FLOOR STONY BROOK NY 11794 RICK GATTEAU PRESIDENT 6316321731 2025-12-09 1 0 DAVID A URBAN CPA P00630018 7166340700 2025-12-09 2024 2025-03-06 01:10:19Z AUXILIARY SERVICES ASSOCIATION OF STONY BROOK UNIVERSITY RICK GATTEAU WEST SIDE DINING 2ND FLOOR STONY BROOK NY 11794 108876794 0 X HTTPS://WWW.STONYBROOK.EDU/COMMCMS/AUX X 1957 NY TO ACHIEVE ITS VISION, FSA COMMITS ITSELF TO:MAINTAINING AND ENHANCING THE QUALITY, DIVERSITY, COST, AND VALUE OF FOOD IN THE CAMPUS DINING PROGRAMS; MAINTAINING AND, WHERE POSSIBLE, IMPROVING FISCALLY PRUDENT AND AFFORDABLE FOOD PLANS FOR STUDENTS; ENSURING THE AVAILABILITY OF DESIRED AND APPROPRIATE MERCHANDISE, PRODUCTS, AND SERVICES FOR THE CAMPUS COMMUNITY; FOSTERING AND SUPPORTING A COMMUNITY IDENTITY THAT CONNECTS ALL OF THE CAMPUS AND COMMUNITY CONSTITUENCIES TO STONY BROOK UNIVERSITY'S MISSION BY SUPPORTING ACADEMIC, ATHLETIC, CULTURAL, HEALTHCARE, RESEARCH, AND COMMUNITY-BASED CAMPUS EVENTS; MAINTAINING CONTACT WITH PEER AND ASPIRATIONAL INSTITUTIONS TO KEEP CURRENT ON EMERGING TRENDS RELATIVE TO FSA'S FUNCTIONS ON THE CAMPUS; SUPPORTING THE CAMPUS' CORE MISSION OF ACADEMICS, RESEARCH, SCHOLARSHIP AND INTELLECTUAL CREATIVITY, INCLUSIVITY, AND SUSTAINABILITY. 10 10 513 0 0 0 0 0 13264161 11745426 974171 -16644124 25934869 83928031 40173201 79029333 935000 500000 0 0 25067983 28670325 0 0 0 15822593 74043857 41825576 103214182 -1652375 -24184849 54694540 59238861 14456280 40412713 40238260 18826148 X TO ACHIEVE ITS VISION, FSA COMMITS ITSELF TO:MAINTAINING AND ENHANCING THE QUALITY, DIVERSITY, COST, AND VALUE OF FOOD IN THE CAMPUS DINING PROGRAMS; MAINTAINING AND, WHERE POSSIBLE, IMPROVING FISCALLY PRUDENT AND AFFORDABLE FOOD PLANS FOR STUDENTS; ENSURING THE AVAILABILITY OF DESIRED AND APPROPRIATE MERCHANDISE, PRODUCTS, AND SERVICES FOR THE CAMPUS COMMUNITY; FOSTERING AND SUPPORTING A COMMUNITY IDENTITY THAT CONNECTS ALL OF THE CAMPUS AND COMMUNITY CONSTITUENCIES TO STONY BROOK UNIVERSITY'S MISSION BY SUPPORTING ACADEMIC, ATHLETIC, CULTURAL, HEALTHCARE, RESEARCH, AND COMMUNITY-BASED CAMPUS EVENTS; MAINTAINING CONTACT WITH PEER AND ASPIRATIONAL INSTITUTIONS TO KEEP CURRENT ON EMERGING TRENDS RELATIVE TO FSA'S FUNCTIONS ON THE CAMPUS; SUPPORTING THE CAMPUS' CORE MISSION OF ACADEMICS, RESEARCH, SCHOLARSHIP AND INTELLECTUAL CREATIVITY, INCLUSIVITY, AND SUSTAINABILITY. 0 0 71311170 68734551 SUBCONTRACTED OPERATIONS INCLUDE ARRANGEMENTS WITH EXTERNAL VENDORS TO OPERATE A DINING PROGRAM FOR STUDENTS, STAFF, FACULTY AND VISTORS AT STONY BROOK UNIVERSITY. 26077344 26077344 FSA OPERATES THE UNIVERSITY HOSPITAL FOOD AND NUTRITIONAL SERVICES WHICH PROVIDES MEALS TO THE PATIENTS, STAFF AND VISITORS OF THE STONY BROOK UNIVERSITY HOSPITAL, STONY BROOK UNIVERSITY SOUTHAMPTON HOSPITAL, AND THE LONG ISLAND STATE VETERAN'S HOME. 3002100 500000 UNIVERSITY SUPPORT 1896481 861562 ADDITIONAL SERVICES TO BENEFIT STAFF AND STUDENTS, SUCH AS RETAIL OPERATIONS, LAUNDRY FACILITIES, AND ADMINISTRATIVE SERVICES. 1896481 861562 102287095 1 0 0 0 0 0 0 0 1 0 1 1 0 1 1 1 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 1 0 0 0 1 16 0 1 513 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X DIANA KUBIK EXEC DIRECTOR & CFO 6316327139 FSA WEST SIDE DINING 2ND FLOOR STONY BROOK NY 11794 RICK GATTEAU BOARD PRESIDENT 5.00 40.00 X X 0 473810 57865 LAWRENCE ZACARESE BOARD VICE PRESIDENT 5.00 40.00 X X 0 538675 33415 JED SHIVERS TREASURER 0.50 40.00 X X 0 500788 61015 KATHLEEN MONAHAN VOTING MEMBER 0.50 40.00 X 0 155069 33260 CATHERINE-MARY RIVERA VOTING MEMBER 0.50 40.00 X 0 206768 20520 TRACEY IORIO VOTING MEMBER 0.50 40.00 X 0 86350 24652 DANLING JIANG VOTING MEMBER 0.50 40.00 X 0 369070 67915 KENYA LEWIS VOTING MEMBER 0.50 40.00 X 0 277907 28708 BINDU BHARGAVA CHITAM VOTING MEMBER 0.50 40.00 X 0 0 0 NISTHA BOGHRA VOTING MEMBER 0.50 40.00 X 0 0 0 LUCA RALLIS VOTING MEMBER 5.00 20.00 X 0 0 0 LEON VERKHOVSKY VOTING MEMBER 5.00 20.00 X 0 0 0 DIANA KUBIK EXECUTIVE DIRECTOR & CFO 40.00 0.00 X 249196 0 19849 MICHAEL WEST SBUH DIRECTOR OF DINING SERVICES 40.00 0.00 X 206422 0 44183 DAWN VILLACCI DIRECTOR OF ENGAGEMENT & GUEST EXPERIENCE 40.00 0.00 X 173970 0 48913 SHANNON CRESSY SHH FOOD SERVICES DIRECTOR 40.00 0.00 X 147781 0 11843 ANTHONY GENTILE FACILITIES MANAGER (FORMER) 40.00 0.00 X 144993 0 32121 WILFREDO WILKIE LISVH DIRECTOR OF NUTRITIONAL SVCS 40.00 0.00 X 141193 0 16990 DANIEL WALKER LISVH DIRECTOR OF FOOD SERVICE 40.00 0.00 X 139354 0 908 PHILIP HERBST DIRECTOR OF FACILITIES 40.00 0.00 X 137756 0 38500 1340665 2608437 540657 8 0 1 0 GLOBALVOX LLC 13401 CALM VIEW WAY HERNDON VA 20171 ERP CONSULTING 132860 JACKSON LEWIS PC PO BOX 416019 BOSTON MA 022416019 LEGAL COUNSEL 110050 2 COMMISSIONS 611710 10053889 10053889 ADMINISTRATIVE FEES 611710 1691537 1691537 11745426 754709 754709 17398833 -17398833 -17398833 -17398833 92344646 12448628 79896018 79896018 CONTRACTUAL 611710 3402960 3402960 REIMBURSEMENTS AND RENTS 611710 629053 629053 4032013 79029333 95673457 0 -16644124 500000 500000 629588 614067 15521 18419558 17965451 454107 435000 430293 4707 7643402 7560696 82706 1542777 1526083 16694 528996 504488 24508 341409 325592 15817 61526 60710 816 180250 171899 8351 1393991 1393391 600 38315 26239 12076 63659 63659 231533 228796 2737 483448 472626 10822 SPECIAL CONTRACTUAL SER 57296877 57296754 123 REPAIRS & MAINTENANCE 6211057 6204981 6076 COLLEGE SUPPORT 2502100 2502100 SUPPLIES 1825191 1805193 19998 2885505 2697736 187769 103214182 102287095 927087 0 2376485 2418675 1274006 748640 5409675 6384396 349127 383042 230277 191099 2511185 373840 17927140 2137345 27127830 24720841 0 22254823 54694540 59238861 4826355 9460421 3396556 5288888 237456 261162 4812096 2364285 1183817 23037957 14456280 40412713 X 40238260 18826148 40238260 18826148 54694540 59238861 -24184849 2772737 0 X X 0 1 X 1 0 X 3627500 3627500 27055190 11493784 11926721 13264161 11745426 75485282 15104804 20784037 29868906 34321900 92344646 192424293 42159994 35905321 41795627 47586061 104090072 271537075 0 0 0 271537075 4049 6138 311789 973771 754709 2050456 4049 6138 311789 973771 754709 2050456 1611287 1644869 2413782 2514242 4032013 12216193 43775330 37556328 44521198 51074074 108876794 285803724 0.95010 0.94670 0.00720 0.00620 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2020 AMOUNT: $ 23,346. 2021 AMOUNT: $ 17,373. REIMBURSEMENTS RENTS - 2020 AMOUNT: $ 162,608. 2021 AMOUNT: $ 227,489. 2022 AMOUNT: $ 329,482. 2023 AMOUNT: $ 549,956. 2024 AMOUNT: $ 629,053. AMORTIZATION OF CAPITAL INVESTMENTS - 2020 AMOUNT: $ 1,425,333. 2021 AMOUNT: $ 1,400,007. 2022 AMOUNT: $ 2,084,300. 2023 AMOUNT: $ 1,964,286. 2024 AMOUNT: $ 3,402,960. 0 1 X 1789658 373840 1415818 721527 721527 2137345 MULTI-STRATEGY FUNDS 24720841 F 24720841 OPERATING LEASES 22254823 22254823 OPERATING LEASE LIABILITIES 22254823 POST-RETIREMENT BENEFITS OBLIGATIONS 783134 23037957 X 81693549 2772737 2772737 78920812 108521 108521 79029333 103105661 0 103105661 108521 108521 103214182 PART IV, LINE 2B: THE ASSOCIATION ACTS AS A CUSTODIAL AGENT FOR A NUMBER OF ON-CAMPUS ORGANIZATIONS. THE ASSOCIATION FACILITATES THE RECEIPT, DISBURSEMENT, AND CUSTODY OF THESE ORGANIZATIONS' FUNDS. AN ADMINISTRATIVE FEE IS CHARGED FOR THE CUSTODIAL SERVICES PROVIDED. PART X, LINE 2: THE ASSOCIATION IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE); THEREFORE, NO PROVISION FOR INCOME TAXES IS REFLECTED IN THE FINANCIAL STATEMENTS. THE ASSOCIATION HAS BEEN CLASSIFIED AS A PUBLICLY SUPPORTED ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A) OF THE CODE. THE ASSOCIATION PRESENTLY DISCLOSES OR RECOGNIZES INCOME TAX POSITIONS BASED ON MANAGEMENT'S ESTIMATE OF WHETHER IT IS REASONABLY POSSIBLE OR PROBABLE THAT A LIABILITY HAS BEEN INCURRED FOR UNRECOGNIZED INCOME TAXES. MANAGEMENT HAS CONCLUDED THAT THE ASSOCIATION HAS TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT IN IT FINANCIAL STATEMENTS. U.S. FORMS 990 FILED BY THE ASSOCIATION ARE SUBJECT TO EXAMINATION BY TAXING AUTHORITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: INTEREST EXP NET W/NON-OPERATING REVENUE 63,659. NET PERIODIC PENSION COSTS 44,862. PART XII, LINE 4B - OTHER ADJUSTMENTS: INTEREST EXP NET W/NON-OPERATING REVENUE 63,659. NET PERIODIC PENSION COSTS 44,862. 0 STONY BROOK UNIVERSITY OFFICE OF FINACIAL AID & SCHOLOARSHIP 221 ADMINISTRATION STONY BROOK NY 11794 146013200 IRC SEC 115 350000 0 SCHOLARSHIPS & FELLOWSHIPS TO STUDENTS WHO HAVE DEMONSTRATED OUTSTANDING SCHOLARSHIP ABILITIES AND REQUIRE FINANCIAL SUPPORT. STONY BROOK UNIVERSITY 221 ADMINISTRATION STONY BROOK NY 11794 146013200 IRC SEC 115 150000 0 DR. PETER M BAIGENT MEMORIAL ENDOWED SCHOLARSHIP X X 0 0 0 0 0 0 0 0 0 LAWRENCE ZACARESE BOARD VICE PRESIDENT 0 538675 0 0 0 0 0 0 0 33415 0 572090 0 0 JED SHIVERS TREASURER 0 500788 0 0 0 0 0 27600 0 33415 0 561803 0 0 RICK GATTEAU BOARD PRESIDENT 0 473810 0 0 0 0 0 44850 0 13015 0 531675 0 0 DANLING JIANG VOTING MEMBER 0 369070 0 0 0 0 0 34500 0 33415 0 436985 0 0 KENYA LEWIS VOTING MEMBER 0 277907 0 0 0 0 0 0 0 28708 0 306615 0 0 DIANA KUBIK EXECUTIVE DIRECTOR & CFO 249196 0 0 0 0 0 0 0 19849 0 269045 0 0 0 MICHAEL WEST SBUH DIRECTOR OF DINING SERVICES 206422 0 0 0 0 0 0 0 44183 0 250605 0 0 0 CATHERINE-MARY RIVERA VOTING MEMBER 0 206768 0 0 0 0 0 20520 0 0 0 227288 0 0 DAWN VILLACCI DIRECTOR OF ENGAGEMENT & GUEST EXPER 173970 0 0 0 0 0 0 0 48913 0 222883 0 0 0 KATHLEEN MONAHAN VOTING MEMBER 0 155069 0 0 0 0 0 20245 0 13015 0 188329 0 0 ANTHONY GENTILE FACILITIES MANAGER (FORMER) 144993 0 0 0 0 0 0 0 32121 0 177114 0 0 0 PHILIP HERBST DIRECTOR OF FACILITIES 137756 0 0 0 0 0 0 0 38500 0 176256 0 0 0 SHANNON CRESSY SHH FOOD SERVICES DIRECTOR 147781 0 0 0 0 0 0 0 11843 0 159624 0 0 0 WILFREDO WILKIE LISVH DIRECTOR OF NUTRITIONAL SVCS 141193 0 0 0 0 0 0 0 16990 0 158183 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE COMPOSITION OF THE FACULTY STUDENT ASSOCIATION OF THE STATE OF NEW YORK BOARD OF DIRECTORS IS GOVERNED BY POLICIES INSTITUTED BY THE STATE UNIVERSITY OF NEW YORK. THE BOARD MUST CONSIST OF FACULTY, STUDENTS AND OFFICERS OF THE ADMINISTRATION OF THE CAMPUS, AND MAY INCLUDE ALUMNI, LOCAL BUSINESS LEADERS, AND MEMBERS OF THE LOCAL COMMUNITY. FORM 990, PART VI, SECTION A, LINE 7A AS NOTED IN THE NARRATIVE TO PART VI, LINE 1, VARIOUS POSITIONS ON THE FACULTY STUDENT ASSOCIATION OF THE STATE OF NEW YORK BOARD OF DIRECTORS ARE APPOINTED BY UNIVERSITY ENTITIES, PURSURANT TO THE ORGANIZATION'S BYLAWS: 1. FOUR BOARD MEMBERS ARE APPOINTED BY THE UNIVERSITY PRESIDENT FROM THE UNIVERSITY'S ADMINISTRATIVE STAFF. 2. FOUR MEMBERS FROM THE UNIVERSITY'S STUDENT BODY, 3. THREE MEMBERS (AT LEAST TWO OF WHOM MUST BE FACULTY) SELECTED BY THE UNIVERSITY SENATE, (ONE MEMBER OF WHOM MUST BE FROM THE HEALTH SCIENCES CENTER). 4. ONE MEMBER APPOINTED FOR STONY BROOK SOUTHAMPTON. 5. THE EXECUTIVE DIRECTOR OF FSA SERVES AS AN EX-OFFICIO, NON-VOTING MEMBER OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FACULTY STUDENT ASSOCIATION'S FORM 990 IS PREPARED BY AN EXTERNAL ACCOUNTING FIRM IN CONJUCTION WITH THE ASSOCIATION'S FINANCE TEAM. THE ORGANIZATION'S EXTERNAL ACCOUNTING FIRM PRESENTED THE FORM 990 TO THE AUDIT COMMITEE. ONCE THE 990 WAS APPROVED BY BOTH THE FINANCE DEPARTMENT AND THE AUDIT COMMITTEE, THE ORGANIZATION DISTRIBUTED THE 990 TO THE FULL BOARD OF DIRECTORS FOR THEIR REVIEW AND COMMENT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C WHILE THE FACULTY STUDENT ASSOCIATION OF THE STATE UNIVERSITY OF NY AT STONY BROOK RECOGNIZES THE EMPLOYEE'S RIGHT TO ENGAGE IN OTHER ACTIVITIES OUTSIDE THEIR POSITION WITH THE UNIVERSITY, FACULTY STUDENT ASSOCIATION OF THE STATE UNIVERSITY OF NY AT STONY BROOK EXPECTS EMPLOYEES TO DEVOTE THEIR FULL WORKING TIME AND BEST EFFORTS TO THEIR AFFAIRS. THE PRIMARY GUIDELINE IN THIS AREA IS ONE OF FULL DISCLOSURE. EMPLOYEES SHOULD DISCUSS ALL POSSIBLE CONFLICTS OF INTEREST WITH THEIR SUPERVISOR, AND REPORT CONFLICTS OF INTEREST IF AND WHEN THEY OCCUR. FORM 990, PART VI, SECTION B, LINE 15 THERE ARE "CLASS AND COMP" REVIEWS FOR THE EXECUTIVE DIRECTOR AND SIMILAR OCCUPATIONAL TITLES INCLUDING COMPARISONS WITH OTHER NEW YORK STATE UNIVERSITY AUXILIARY SERVICE CORPORATIONS, THE STONY BROOK CAMPUS, REGIONAL AND NATIONAL DATA SOURCES (THROUGH PRIVATE AND PUBLIC SOURCES SUCH AS THE NEW YORK STATE DEPARTMENT OF LABOR) THAT ARE CONDUCTED ON A PERIODIC BASIS AND WHEN THERE ARE COMPENSATION QUESTIONS OR ISSUES RELATING TO NEW POSITIONS OR PROPOSED SUBSTANTIVE VARIANCE IN COMPENSATION LEVELS. USING THIS COMPARISON DATA, HUMAN RESOURCES, THE EXECUTIVE DIRECTOR, AND THE C.F.O. REVIEW AND APPROVE THE COMPENSATION DECISIONS. FOR ANYONE SENIOR MANAGER OR ABOVE, INCLUDING THE EXECUTIVE DIRECTOR, COMPENSATION DECISIONS ARE SUBMITTED FOR REVIEW AND APPROVAL TO THE FSA EXECUTIVE COMMITTEE AND BOARD. FORM 990, PART VI, SECTION C, LINE 19 FACULTY STUDENT ASSOCIATION MAKES ITS FORM 990 AVAILABLE TO THE PUBLIC BY RETAINING A COPY AT ITS PLACE OF BUSINESS. THE FORM 990 IS LIKEWISE PUBLISHED ON THE INTERNET AT WWW.GUIDESTAR.ORG. THE ORGANIZATION'S FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE NOT ORDINARILY MADE AVAILABLE TO THE PUBLIC, BUT, IF REQUESTED, WILL BE PROVIDED AT MANAGEMENT'S DISCRETION. FORM 990, PART XII, LINE 2C: NO CHANGES TO THE AUDIT SELECTION OR OVERSIGHT PROCESS IN THE CURRENT YEAR. STONY BROOK UNIVERSITY 221 ADMINISTRATION STONY BROOK NY 11794 146013200 HIGHER EDUCATION NY IRC SEC 115 0 FANNY BRICE ENTERPRISES LTD STUDENT UNION BUILDING ROOM 282 STONY BROOK NY 11794 113196874 SUPPORT NY 501(C)(3) LINE 12A, I FSA 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0