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Nonprofiteer
← OTTER STUDENT UNION AT CSU MONTEREY BAY

Form 990 for tax year 2024

Filed by OTTER STUDENT UNION AT CSU MONTEREY BAY.

Totals

Total revenue
$1,938,212
Total expenses
$2,073,906
Contributions and grants received
$3,810
Grants paid
$5,162
Program service revenue
$1,760,713
Investment income
$34,914
Other revenue
$138,775
Total assets, end of year
$2,535,639
Total liabilities, end of year
$1,511,603
Net assets or fund balances, end of year
$1,024,036
Program services expenses (Part IX)
$1,627,479
Management and general expenses
$446,427
Fundraising expenses
$0
Program service expenses (Part III)
$1,627,479

Program services were 78.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $3,810

  • 2a · Program service revenue: STUDENT FEES

    total $1,506,000 · related or exempt $1,506,000

  • 2b · Program service revenue: FACILITIES REIMBURSEME

    total $157,616 · related or exempt $157,616

  • 2c · Program service revenue: EVENT REVENUE

    total $97,097 · related or exempt $81,271 · unrelated business $15,826

  • 3 · Investment income

    total $34,914 · excluded $34,914

  • 8a · Fundraising events: gross income

    $2,511

  • 8a · Fundraising events: contributions included on line 1c

    $3,810

  • 8b · Fundraising events: direct expenses

    $1,159

  • 8c · Net income from fundraising events

    total $1,352 · excluded $1,352

  • 11a · Other revenue: ROU LEASE INCOME

    total $137,423 · related or exempt $137,423

  • 11e · Other revenue, total

    $137,423

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $5,162 · program services $5,162

  • 5 · Compensation of officers, directors and key employees

    total $13,600 · program services $13,600

  • 11a · Fees: management

    total $59,669 · management and general $59,669

  • 11c · Fees: accounting

    total $15,950 · management and general $15,950

  • 11g · Fees: other

    total $16,026 · program services $16,026

  • 12 · Advertising and promotion

    total $2,943 · program services $2,943

  • 13 · Office expenses

    total $37,132 · program services $31,740 · management and general $5,392

  • 14 · Information technology

    total $1,151 · program services $1,151

  • 16 · Occupancy

    total $452,016 · program services $442,109 · management and general $9,907

  • 17 · Travel

    total $25,118 · program services $18,284 · management and general $6,834

  • 19 · Conferences, conventions and meetings

    total $30,909 · program services $30,026 · management and general $883

  • 22 · Depreciation, depletion and amortization

    total $2,092 · management and general $2,092

  • 24a · Other expenses: LEASED EMPLOYEE COST

    total $1,149,658 · program services $872,236 · management and general $277,422

  • 24b · Other expenses: MAINTENANCE

    total $195,034 · program services $190,759 · management and general $4,275

  • 24c · Other expenses: BOND ADMINISTRATION COS

    total $62,642 · management and general $62,642

  • 24d · Other expenses: DUES & SUBSCRIPTIONS

    total $3,443 · program services $3,443

  • 24e · All other expenses

    total $1,361 · management and general $1,361

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,189,009 · end of year $1,625,349

  • 4 · Accounts receivable

    beginning of year $250,987 · end of year $227,644

  • 9 · Prepaid expenses and deferred charges

    beginning of year $728 · end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $10,462

  • 10b · Land, buildings and equipment: accumulated depreciation

    $3,138

  • 10c · Land, buildings and equipment, net

    beginning of year $9,416 · end of year $7,324

  • 15 · Other assets

    beginning of year $0 · end of year $675,322

  • 17 · Accounts payable and accrued expenses

    beginning of year $45,685 · end of year $82,386

  • 25 · Other liabilities

    beginning of year $244,725 · end of year $1,429,217

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $1,159,730 · end of year $1,024,036

Mission and programs · 2024

Mission

TO PROVIDE & OPERATE FACILITIES, PROGRAMS, AND PROJECTS IN SUPPORT OF CALIFORNIA STATE UNIVERSITY, MONTEREY BAY FOR THE EXCLUSIVE BENEFIT OF STUDENTS, FACULTY, STAFF, AND ALUMNI

  • DEVELOP, GOVERN, STAFF, MANAGE AND OPERATE UNIVERSITY CAMPUS STUDENT UNION AND RELATED FACILITIES; CULTIVATE A STRONG SENSE OF COMMUNITY BY OFFERING A VARIETY OF MEANINGFUL LEADERSHIP & EMPLOYMENT OPPORTUNITIES WHICH PROMOTE CAMPUS STUDENT-LIFE, RESPECT & DIVERSITY; AND DEVELOP AND OFFER A DIVERSE RANGE OF PROGRAMS, INCLUDING ENTERTAINMENT CENTER AND CROSS CULTURAL CENTER.

    Expenses $1,627,479 · Grants $5,162 · Revenue $1,882,310

As filed on the 2024 return.

Listed in Part VII

  • Lesley Solano

    CHAIR

    Total calculated
    $5,200
    From this org
    $5,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    2.25

  • Jianshan Chen Khalsa

    VICE CHAIR

    Total calculated
    $4,800
    From this org
    $4,800
    From related orgs
    $0
    Other
    $0
    Hours/week
    2.25

  • Philip Gianino

    TREASURER

    Total calculated
    $1,600
    From this org
    $1,600
    From related orgs
    $0
    Other
    $0
    Hours/week
    2.25

  • Sarah Walter

    SECRETARY

    Total calculated
    $1,600
    From this org
    $1,600
    From related orgs
    $0
    Other
    $0
    Hours/week
    2.25

  • Jeff Rensel

    EXECUTIVE DIRECTOR (EX OFFICIO)

    Total calculated
    $164,915
    From this org
    $0
    From related orgs
    $125,527
    Other
    $39,388
    Hours/week
    40 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $125,527 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $12,860 related
    Nontaxable benefits
    $0 + $26,528 related
    Filer's total
    $0 + $164,915 related

  • Carisse Ballard

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.25

  • Ben Corpus

    DIRECTOR (EX OFFICIO)

    Total calculated
    $343,381
    From this org
    $0
    From related orgs
    $276,430
    Other
    $66,951
    Hours/week
    1.25 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $276,430 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $54,396 related
    Nontaxable benefits
    $0 + $12,555 related
    Filer's total
    $0 + $343,381 related

  • Milo Drake

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.25

  • Kassandra Fimbres

    DIRECTOR (PART YEAR)

    Total calculated
    $0
    Hours/week
    1.25

  • Babita Gupta PhD

    DIRECTOR

    Total calculated
    $286,544
    From this org
    $0
    From related orgs
    $220,930
    Other
    $65,614
    Hours/week
    1.25 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $220,030 related
    Bonus
    $0 + $900 related
    Other
    $0
    Deferred
    $0 + $53,111 related
    Nontaxable benefits
    $0 + $12,503 related
    Filer's total
    $0 + $286,544 related

  • Ashley Hancock

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.25

  • Blanca Herrera

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.25

  • Jenny McAdams

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.25

  • Jasmyn Meyer

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.25

  • Thomas Nigro

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.25

  • Izabella Zavala

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1.25

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
11 November 2025
IRS schema version
2024v5.2
Source object
202543189349301004

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