2026-05-07T17:19:03-05:00 2025-06-30 333709623 COHNREZNICK ADVISORY LLC 621 CAPITOL MALL SUITE 2150 SACRAMENTO CA 95814 990 2024-07-01 770433230 CALIFORNIA STATE UNIVERSITY CHANNEL ISLANDS FOUNDATION CALI 8054378400 ONE UNIVERSITY DRIVE CAMARILLO CA 93012 MICHELLE HASENDONCKX EXEC.-IN-CHARGE, DIVISION BFA 8054378400 2026-05-06 1 1 JOLANTA TUCK P01340068 9164429100 2026-05-06 2024 2025-03-06 01:10:19Z MARK LISAGOR ONE UNIVERSITY DRIVE CAMARILLO CA 93012 24065386 0 X WWW.CSUCI.EDU/CI-FOUNDATION X 1996 CA TO FURTHER THE EDUCATIONAL PURPOSE OF CALIFORNIA STATE UNIVERSITY, CHANNEL ISLANDS (CSUCI). 22 20 0 20 0 0 3153063 8747753 0 0 1744916 5065501 299966 443467 5197945 14256721 2491554 2128608 0 0 0 0 48000 60000 297430 3757871 8086827 6297425 10275435 -1099480 3981286 100586754 107569203 706440 1078957 99880314 106490246 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 2869155 CAPITAL PROJECTS. PRIMARILY MANZANITA HALL (NOW MARTIN V. SMITH HALL) RENOVATIONS. 2086005 2086005 SCHOLARSHIPS AND FELLOWSHIPS: PROVIDE FINANCIAL SUPPORT FOR STUDENTS, WHICH COULD INCLUDE TUITION AND OTHER EDUCATION RELATED EXPENSES BASED ON SCHOLARSHIP CRITERIA AND ELIGIBILITY. 1095916 INSTITUTIONAL SUPPORT, INCLUDING THE RECRUITMENT AND ENROLLMENT INITIATIVE, AND IMC REBRANDING AND WEBSITE. 2833802 42603 443467 OTHER PROGRAM EXPENSES:UNRESTRICTED $854,785LIBRARY PROGRAMS $448,324MVS BUSINESS PROGRAMS $358,467RESEARCH PROGRAMS $319,132CHS NURSING $311,130ROI PROGRAMS $299,859ECMC TRANSFER SUCCESS $252,606SCHOOL OF ED PROGRAM $193,302ACADEMIC AFFAIRS INTERNSHP FND $156,323BRUNO POZZI CASE MGMT.-DASS $121,699EDISON STEM & SRIRS $98,879CDAE PROGRAMS $75,111EXTENDED UNIVERSITY $64,628CAMPUS LIFE PROGRAMS $57,425ARTS & SCIENCES PROGRAMS $53,123EDUCATION PROGRAMS $53,075ACADEMIC SUPPORT $40,333STUDENT SERVICES $36,219PEER MENTOR $29,921MISSION BASED CENTERS $28,058RAC COSECHA $19,167OTP PROGRAMS $17,094OTHER $6,306PUBLIC SERVICE $927CREDIT CARD PROCESSING FEES $4,230 2833802 42603 443467 8884878 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 0 0 0 0 0 1 0 0 0 1 8 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 22 20 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X X MICHELLE HASENDONCKX 8054378877 ONE UNIVERSITY DRIVE CAMARILLO CA 93012 ANGELA OGBECHIE BOARD MEMBER 1.00 X 0 0 0 ARMANDO CASILLAS VICE CHAIR 1.00 X X 0 0 0 BETSY GRETHER BOARD MEMBER 1.00 X 0 0 0 BRADLEY OLIN TREASURER, EX-OFFICIO (AS OF 08/24) 1.00 39.00 X X 0 124793 44218 CARI SHORE BOARD MEMBER 1.00 X 0 0 0 CHARLES COHEN BOARD MEMBER 1.00 X 0 0 0 CHERYL BROOME BOARD MEMBER 1.00 X 0 0 0 CHRIS MEISSNER SECRETARY 1.00 X X 0 0 0 CHRISTINE GARVEY BOARD MEMBER 1.00 X 0 0 0 IRENE PINKARD BOARD MEMBER 1.00 X 0 0 0 KEVIN CRUZ BOARD MEMBER 1.00 X 0 0 0 LINDA DULLAM BOARD MEMBER 1.00 X 0 0 0 MARIANNE MCGRATH BOARD MEMBER 1.00 X 0 0 0 MARK LISAGOR CHAIR 1.00 X X 0 0 0 MARTIN MCDERMUT BOARD MEMBER 1.00 X 0 0 0 NATALIE YANEZ BOARD MEMBER 1.00 X 0 0 0 PHILLIP RUSTON BOARD MEMBER 1.00 X 0 0 0 RICH BLOCK BOARD MEMBER 1.00 X 0 0 0 RICHARD LEROY BOARD MEMBER 1.00 39.00 X 0 249869 91310 RICHARD ROGERS BOARD MEMBER 1.00 X 0 0 0 RICHARD YAO BOARD MEMBER (CSUCI PRESIDENT) 1.00 39.00 X 0 431794 88510 RUDY PEREIRA BOARD MEMBER 1.00 X 0 0 0 SYLVIA ACEVEDO BOARD MEMBER 1.00 X 0 0 0 BARBARA REX TREASURER, EX-OFFICIO (UNTIL 08/24) 1.00 39.00 X 0 235649 79642 0 1042105 303680 0 0 1 0 0 8747753 24295 8747753 2709825 2709825 12164341 9808665 2355676 2355676 2355676 443467 443467 443467 14256721 443467 0 5065501 X 42603 42603 2086005 2086005 242913 242913 60000 60000 560353 560353 6197376 6052613 121378 23385 36109 36109 35073 15334 7963 11776 184719 50151 121162 13406 17872 17872 104438 99957 3190 1291 8455 7205 1250 8245 8245 SUPPLIES 366544 244751 10271 111522 HOSPITALITY 217872 133545 9527 74800 MEMBERSHIP DUES AND FEE 29935 21810 8125 0 MINOR EQUIPMENT 15815 15815 61108 61108 10275435 8884878 1093127 297430 1326188 764750 2774618 2811642 6538558 11134667 77401 17997 21305 11429 89820184 92818218 28500 10500 100586754 107569203 47482 133488 658958 945469 706440 1078957 X 24155966 20154481 75724348 86335765 99880314 106490246 100586754 107569203 3981286 2628646 0 X 0 1 X 1 0 X 17993693 42246097 11892755 3153063 8747753 84033361 17993693 42246097 11892755 3153063 8747753 84033361 6358549 77674812 566813 824721 1563597 2304017 2709825 7968973 497102 319313 1086503 299966 443467 2646351 94648685 0.82070 0.87750 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2020 AMOUNT: $ 28,629. 2021 AMOUNT: $ 56,562. 2022 AMOUNT: $ 64,889. 2023 AMOUNT: $ 142,624. 2024 AMOUNT: $ 88,309. GIFT FEES - 2020 AMOUNT: $ 468,473. 2021 AMOUNT: $ 262,751. 2022 AMOUNT: $ 1,021,614. 2023 AMOUNT: $ 157,342. 2024 AMOUNT: $ 355,158. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 35316617 172226 3454145 237377 -4708499 358307 43055803 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 0.47000 0.53000 0.00000 0 0 0 DUE TO RELATED PARTIES 945469 945469 16325014 2628646 2628646 13696368 560353 560353 14256721 9715082 0 9715082 560353 560353 10275435 X X X X X X 1 HELENE SCHNEIDER 1416 CHINO STREET SANTA BARBARA CA 93101 ENGAGES PROSPECTIVE DONORS 0 7863665 60000 7803665 7863665 60000 7803665 CA 1 CALIFORNIA STATE UNIVERSITY CHANNEL ISLANDS ONE UNIVERSITY DR CAMARILLO CA 93012 922153805 115 0 10366 FMV SEE PART IV PROGRAM SUPPORT 1 0 STUDENT SCHOLARSHIPS 553 2086005 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, JOURNALS, PAINTINGS, DOCUMENTS, ARTIFACTS, GIFT CARDS, PROFESSIONAL CLOTHING, EVENT PROGRAMS, ADVERTISEMENTS, TRIPOD LIGHT KIT AND MEDICAL TESTING EQUIPMENT. 0 0 0 0 0 0 0 0 0 RICHARD YAO BOARD MEMBER (CSUCI PRESIDENT) 0 359794 0 0 0 72000 0 48463 0 40047 0 520304 0 0 RICHARD LEROY BOARD MEMBER 0 249869 0 0 0 0 0 68795 0 22515 0 341179 0 0 BARBARA REX TREASURER, EX-OFFICIO (UNTIL 08/24) 0 235649 0 0 0 0 0 46748 0 32894 0 315291 0 0 BRADLEY OLIN TREASURER, EX-OFFICIO (AS OF 08/24) 0 124793 0 0 0 0 0 31743 0 12475 0 169011 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 2024. THIS RELATED ORGANIZATION USES A COMPENSATION STUDY TO DETERMINE THE COMPENSATION OF THE ORGANIZATION'S PRESIDENT. 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 134,962. MANAGEMENT AND GENERAL EXPENSES 45,473. FUNDRAISING EXPENSES 1,600. TOTAL EXPENSES 182,035. CONTRACTUAL SERVICES: PROGRAM SERVICE EXPENSES 5,915,001. MANAGEMENT AND GENERAL EXPENSES 75,905. FUNDRAISING EXPENSES 21,785. TOTAL EXPENSES 6,012,691. HONORARIUM FEES: PROGRAM SERVICE EXPENSES 2,650. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,650. 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