Form 990 for tax year 2022
Filed by CALIFORNIA INSTITUTE OF INTEGRAL STUDIES.
Totals
- Total revenue
- $45,861,545
- Total expenses
- $43,957,171
- Contributions and grants received
- $7,895,216
- Grants paid
- $1,313,251
- Program service revenue
- $37,009,900
- Investment income
- $538,965
- Other revenue
- $417,464
- Total assets, end of year
- $55,299,374
- Total liabilities, end of year
- $23,290,318
- Net assets or fund balances, end of year
- $32,009,056
- Program services expenses (Part IX)
- $22,756,667
- Management and general expenses
- $20,502,333
- Fundraising expenses
- $698,171
- Program service expenses (Part III)
- $22,756,667
Program services were 51.8% 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.
-
1e · Government grants (contributions)
$5,942,084
-
1f · All other contributions, gifts and grants
$1,953,132
-
2a · Program service revenue: TUITION & FEES
total $35,248,401 · related or exempt $35,248,401
-
2b · Program service revenue: SALES AND SERVICE
total $1,241,828 · related or exempt $1,241,828
-
2c · Program service revenue: OTHER REVENUE
total $519,671 · related or exempt $519,671
-
3 · Investment income
total $596,080 · excluded $596,080
-
6a · Gross rents
real property $559,880
-
6b · Less rental expenses
real property $158,450
-
6c · Rental income or loss
real property $401,430
-
6d · Net rental income or loss
total $401,430 · excluded $401,430
-
7a · Gross sales of assets other than inventory
securities $676,222
-
7b · Less cost or other basis and sales expenses
securities $733,337
-
7c · Gain or loss
securities -$57,115
-
7d · Net gain or loss
total -$57,115 · unrelated business -$57,115
-
10a · Gross sales of inventory
$32,693
-
10b · Cost of goods sold
$16,659
-
10c · Net income from sales of inventory
total $16,034 · excluded $16,034
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $1,313,251 · program services $1,313,251
-
5 · Compensation of officers, directors and key employees
total $1,567,856 · management and general $1,411,318 · fundraising $156,538
-
7 · Other salaries and wages
total $21,478,746 · program services $14,841,307 · management and general $6,380,476 · fundraising $256,963
-
9 · Other employee benefits
total $3,582,769 · program services $1,991,342 · management and general $1,531,988 · fundraising $59,439
-
10 · Payroll taxes
total $1,665,388 · program services $1,061,422 · management and general $573,404 · fundraising $30,562
-
11b · Fees: legal
total $731,449 · program services $24,538 · management and general $704,537 · fundraising $2,374
-
11c · Fees: accounting
total $98,020 · management and general $98,020
-
11f · Fees: investment management
total $56,753 · management and general $56,753
-
11g · Fees: other
total $2,343,289 · program services $553,037 · management and general $1,762,648 · fundraising $27,604
-
12 · Advertising and promotion
total $132,228 · program services $82,385 · management and general $49,843
-
13 · Office expenses
total $58,180 · program services $3,046 · management and general $55,134
-
14 · Information technology
total $2,636,490 · program services $140,415 · management and general $2,413,511 · fundraising $82,564
-
17 · Travel
total $260,857 · program services $173,695 · management and general $61,991 · fundraising $25,171
-
19 · Conferences, conventions and meetings
total $104,049 · program services $63,331 · management and general $40,718
-
20 · Interest
total $524,197 · management and general $524,197
-
22 · Depreciation, depletion and amortization
total $1,145,756 · program services $22,505 · management and general $1,123,251
-
23 · Insurance
total $487,755 · program services $5,021 · management and general $482,734
-
24a · Other expenses: OPERATIONS AND FACILITI
total $1,501,606 · program services $311,021 · management and general $1,190,585
-
24b · Other expenses: INDEPENDENT CONTRACTORS
total $1,103,532 · program services $1,034,058 · management and general $69,474
-
24c · Other expenses: EVENTS & ACTIVITES
total $848,788 · program services $513,559 · management and general $328,764 · fundraising $6,465
-
24d · Other expenses: EMPLOYMENT EXPENSES
total $534,347 · program services $58,409 · management and general $475,938
-
24e · All other expenses
total $1,781,865 · program services $564,325 · management and general $1,167,049 · fundraising $50,491
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $8,582,363 · end of year $11,127,255
-
2 · Savings and temporary cash investments
beginning of year $4,321,719
-
3 · Pledges and grants receivable
beginning of year $2,063,625 · end of year $6,093,351
-
4 · Accounts receivable
beginning of year $1,509,660 · end of year $1,294,176
-
8 · Inventories for sale or use
beginning of year $25,507 · end of year $45,385
-
9 · Prepaid expenses and deferred charges
beginning of year $602,227 · end of year $575,872
-
10a · Land, buildings and equipment: cost or other basis
$27,619,374
-
10b · Land, buildings and equipment: accumulated depreciation
$7,605,275
-
10c · Land, buildings and equipment, net
beginning of year $20,196,903 · end of year $20,014,099
-
11 · Investments: publicly traded securities
beginning of year $11,585,416 · end of year $13,946,062
-
15 · Other assets
beginning of year $132,802 · end of year $2,203,174
-
17 · Accounts payable and accrued expenses
beginning of year $2,098,462 · end of year $2,473,200
-
19 · Deferred revenue
beginning of year $4,806,743 · end of year $5,140,827
-
23 · Secured mortgages and notes payable
beginning of year $14,134,197 · end of year $13,619,931
-
25 · Other liabilities
beginning of year $0 · end of year $2,056,360
-
27 · Net assets without donor restrictions
beginning of year $21,644,028 · end of year $26,046,193
-
28 · Net assets with donor restrictions
beginning of year $6,336,792 · end of year $5,962,863
Mission and programs · 2022
Mission
CIIS IS AN INSTITUTION OF HIGHER EDUCATION THAT ENCOURAGES AN INTERDISCIPLINARY APPROACH TO LEARNING. OVER 1,600 STUDENTS ARE ENROLLED IN MASTERS, DOCTORAL, BACHELOR OF ARTS COMPLETION PROGRAMS, AND CERTIFICATIONS. OURS IS A MOSAIC OF FACES AND PHILOSOPHIES, BACKGROUNDS AND BELIEFS. LIKE OUR FACULTY AND STAFF, STUDENTS ARE INTELLECTUALLY ENGAGED AND SOCIALLY ACTIVE. EACH DAY BRINGS NEW EXPERIENCES THAT BROADEN HORIZONS AND HONE CRITICAL THINKING. PROGRAMS, BOTH INSIDE THE CLASSROOM AND THROUGHOUT THE CAMPUS, INSPIRE CREATIVITY, NURTURE COMMUNITY, CULTIVATE CURIOSITY, AND FOSTER SOCIAL GOOD.
Activities or mission (Part I)
CALIFORNIA INSTITUTE OF INTEGRAL STUDIES (CIIS) IS AN ACCREDITED UNIVERSITY THAT STRIVES TO EMBODY SPIRIT, INTELLECT, AND WISDOM IN SERVICE TO INDIVIDUALS, COMMUNITIES, AND THE EARTH. CIIS EXPANDS THE BOUNDARIES OF TRADITIONAL DEGREE PROGRAMS WITH TRANSDISCIPLINARY, CROSS-CULTURAL, AND APPLIED STUDIES UTILIZING FACE-TO-FACE, HYBRID, AND ONLINE PEDAGOGICAL APPROACHES. OFFERING A PERSONAL LEARNING ENVIRONMENT AND SUPPORTIVE COMMUNITY, CIIS PROVIDES AN EXCELLENT MULTIFACETED EDUCATION FOR PEOPLE COMMITTED TO TRANSFORMING THEMSELVES, OTHERS, AND THE WORLD.
-
CALIFORNIA INSTITUTE OF INTEGRAL STUDIES IS AN ACCREDITED INSTITUTION OF HIGHER EDUCATION THAT STRIVES TO EMBODY SPIRIT, INTELLECT AND THE WISDOM IN SERVICE TO INDIVIDUALS, COMMUNITIES, AND THE EARTH. SERVICES FOR STUDENTS INCLUDE AN EXTENSIVE LIBRARY. OVER 1600 STUDENTS ARE ENROLLED IN MASTER, DOCTORAL, AND BACHELOR OF ARTS COMPLETION PROGRAMS, AS WELL AS OTHER PROFESSIONAL CERTIFICATIONS.
Expenses $20,303,372 · Grants $1,313,251 · Revenue $35,113,990
-
PUBLIC PROGRAMS OFFER ADULT CONTINUING EDUCATION WITH INNOVATIVE, EXPERIENTIAL LEARNING OPPORTUNITIES THAT MOVE BEYOND THE CONSTRAINTS OF DEGREE CENTERED EDUCATION. OVER 75 PROGRAMS ANNUALLY SERVE MORE THAN 10,000 PARTICIPANTS WITH SUBJECTS FOR PERSONAL GROWTH AND PROFESSIONAL DEVELOPMENT FOR MENTAL HEALTH PROFESSIONALS.
Expenses $1,133,536 · Revenue $724,965
-
THE SIX COUNSELING CENTERS OF CIIS OFFER MIND-BODY-SPIRIT PSYCHOTHERAPY TO INDIVIDUALS, COUPLES AND FAMILIES IN THE BAY AREA COMMUNITY, PROVIDING A SAFE AND SUPPORTIVE SETTING. CIIS STUDENTS AND POST-GRADUATE INTERNS ARE TRAINED AT THE CENTERS, SERVING MORE THAN 2000 CLIENTS ANNUALLY IN EXPLORING A WIDE RANGE OF LIFE'S ISSUES WITH AFFORDABLE, SLIDING-SCALE FEES.
Expenses $1,319,759 · Revenue $1,170,945
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Stephen Brock BlombergSTEPHEN BROCK BLOMBERG
PRESIDENT & TRUSTEE
- Total calculated
- $438,139
- From this org
- $386,747
- From related orgs
- $0
- Other
- $51,392
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $379,247
- Bonus
- $0
- Other
- $7,500
- Deferred
- $31,990
- Nontaxable benefits
- $19,402
- Filer's total
- $438,139
-
Aneel ChimaANEEL CHIMA
CHAIR UNTIL 10/10/2020
- Total calculated
- $0
- Hours/week
- 3
-
Nichol BradfordNICHOL BRADFORD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.5
-
Vaishali ChadhaVAISHALI CHADHA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.5
-
Tim ChangTIM CHANG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.5
-
Diane CirincioneDIANE CIRINCIONE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.5
-
Daphne Crocker-WhiteDAPHNE CROCKER-WHITE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.5
-
Betsy GordonBETSY GORDON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.5
-
Mike HebelMIKE HEBEL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.5
-
Susan E LaurensonSUSAN E LAURENSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.5
-
Bill MoscaBILL MOSCA
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Stephen OlssonSTEPHEN OLSSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.5
-
Ricki PollycoveRICKI POLLYCOVE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 3
-
Brenda M SandersBRENDA M SANDERS
TRUSTEE, VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1.5
-
Violeta KrasnicVIOLETA KRASNIC
STAFF TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.5
-
Meihong XuMEIHONG XU
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.5
-
Loretta LynchLORETTA LYNCH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.5
-
Gary MoonGARY MOON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.5
-
Kimberly DavisKIMBERLY DAVIS
STUDENT TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.5
-
Meg JordanMEG JORDAN
FACULTY TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.5
-
Michele DemarcoMICHELE DEMARCO
STAFF TRUSTEE
- Total calculated
- $0
- Hours/week
- 1.5
-
Shana AlexanderSHANA ALEXANDER
CFO & VP OF FINANCE & ADMIN
- Total calculated
- $252,710
- From this org
- $213,595
- From related orgs
- $0
- Other
- $39,115
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $213,595
- Bonus
- $0
- Other
- $0
- Deferred
- $23,692
- Nontaxable benefits
- $15,423
- Filer's total
- $252,710
-
Richard BuggsRICHARD BUGGS
CORPORATE SECRETARY & VP OF EXT RELATIONS
- Total calculated
- $180,125
- From this org
- $148,358
- From related orgs
- $0
- Other
- $31,767
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $148,058
- Bonus
- $0
- Other
- $300
- Deferred
- $28,977
- Nontaxable benefits
- $2,790
- Filer's total
- $180,125
-
Kathy LittlesKATHY LITTLES
PROVOST & VP OF ACADEMIC ADMIN
- Total calculated
- $249,473
- From this org
- $217,149
- From related orgs
- $0
- Other
- $32,324
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $217,149
- Bonus
- $0
- Other
- $0
- Deferred
- $17,000
- Nontaxable benefits
- $15,324
- Filer's total
- $249,473
-
Janis PhelpsJANIS PHELPS
FACULTY, PROGRAM CHAIR
- Total calculated
- $178,250
- From this org
- $159,358
- From related orgs
- $0
- Other
- $18,892
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $159,058
- Bonus
- $0
- Other
- $300
- Deferred
- $3,214
- Nontaxable benefits
- $15,678
- Filer's total
- $178,250
-
Tina O'GradyTINA O'GRADY
CONTROLLER
- Total calculated
- $166,815
- From this org
- $149,626
- From related orgs
- $0
- Other
- $17,189
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $149,626
- Bonus
- $0
- Other
- $0
- Deferred
- $16,428
- Nontaxable benefits
- $761
- Filer's total
- $166,815
-
Debashish BanerjiDEBASHISH BANERJI
FACULTY, DEPARTMENT CHAIR
- Total calculated
- $137,962
- From this org
- $126,025
- From related orgs
- $0
- Other
- $11,937
- Hours/week
- 40
-
Cynthia ShearerCYNTHIA SHEARER
FACULTY, PROGRAM CHAIR
- Total calculated
- $164,392
- From this org
- $131,993
- From related orgs
- $0
- Other
- $32,399
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $102,990
- Bonus
- $0
- Other
- $29,003
- Deferred
- $25,200
- Nontaxable benefits
- $7,199
- Filer's total
- $164,392
-
Michelle MarzulloMICHELLE MARZULLO
FACULTY, DEPARTMENT CHAIR
- Total calculated
- $165,439
- From this org
- $136,280
- From related orgs
- $0
- Other
- $29,159
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $92,796
- Bonus
- $0
- Other
- $43,484
- Deferred
- $9,628
- Nontaxable benefits
- $19,531
- Filer's total
- $165,439
-
Kristine BrandenburgerKRISTINE BRANDENBURGER
EXECUTIVE DEAN OF IR & ACCREDITATION
- Total calculated
- $114,990
- From this org
- $111,494
- From related orgs
- $0
- Other
- $3,496
- Hours/week
- 40
-
Nicholas LiterskiNICHOLAS LITERSKI
SENIOR MANAGER
- Total calculated
- $124,907
- From this org
- $113,156
- From related orgs
- $0
- Other
- $11,751
- Hours/week
- 40
-
Andrej GrubaiANDREJ GRUBAI
FACULTY, DEPARTMENT CHAIR
- Total calculated
- $129,302
- From this org
- $114,480
- From related orgs
- $0
- Other
- $14,822
- Hours/week
- 40
-
Cheryl DomecilloCHERYL DOMECILLO
DIRECTOR BUSINESS STRATEGY & FINANCIAL PLANNING
- Total calculated
- $151,771
- From this org
- $129,780
- From related orgs
- $0
- Other
- $21,991
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $129,000
- Bonus
- $0
- Other
- $780
- Deferred
- $2,852
- Nontaxable benefits
- $19,139
- Filer's total
- $151,771
-
Margaret JordanMARGARET JORDAN
FACULTY, DEPARTMENT CHAIR
- Total calculated
- $161,738
- From this org
- $121,821
- From related orgs
- $0
- Other
- $39,917
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $106,836
- Bonus
- $0
- Other
- $14,985
- Deferred
- $24,182
- Nontaxable benefits
- $15,735
- Filer's total
- $161,738
-
Fraylanie AglipayFRAYLANIE AGLIPAY
DEAN OF STUDENTS
- Total calculated
- $115,777
- From this org
- $103,431
- From related orgs
- $0
- Other
- $12,346
- Hours/week
- 40
-
Shoshana SimonsSHOSHANA SIMONS
FACULTY
- Total calculated
- $138,794
- From this org
- $103,595
- From related orgs
- $0
- Other
- $35,199
- Hours/week
- 40
-
Jacob ShermanJACOB SHERMAN
FACULTY, PROGRAM CHAIR
- Total calculated
- $131,613
- From this org
- $102,344
- From related orgs
- $0
- Other
- $29,269
- Hours/week
- 40
-
Mark Chip GoldsteinMARK CHIP GOLDSTEIN
BOARD OF TRUSTEES LIAISON
- Total calculated
- $135,636
- From this org
- $120,610
- From related orgs
- $0
- Other
- $15,026
- Hours/week
- 40
-
Kellen GraysonKELLEN GRAYSON
CLINICAL DIRECTOR
- Total calculated
- $134,541
- From this org
- $113,547
- From related orgs
- $0
- Other
- $20,994
- Hours/week
- 40
-
David MedinaDAVID MEDINA
DIRECTOR HUMAN RESOURCES
- Total calculated
- $155,626
- From this org
- $139,295
- From related orgs
- $0
- Other
- $16,331
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $139,295
- Bonus
- $0
- Other
- $0
- Deferred
- $1,444
- Nontaxable benefits
- $14,887
- Filer's total
- $155,626
-
Renee EmunahRENEE EMUNAH
FACULTY, PROGRAM CHAIR
- Total calculated
- $145,136
- From this org
- $102,531
- From related orgs
- $0
- Other
- $42,605
- Hours/week
- 40
-
Mark FrommMARK FROMM
FACULTY
- Total calculated
- $131,861
- From this org
- $105,548
- From related orgs
- $0
- Other
- $26,313
- Hours/week
- 40
-
Annamaria Anna BenassiANNAMARIA ANNA BENASSI
FACULTY, EXECUTIVE DIRECTOR, CLINICAL CO-CHAIR
- Total calculated
- $125,725
- From this org
- $109,805
- From related orgs
- $0
- Other
- $15,920
- Hours/week
- 40
-
Kelly SundinKELLY SUNDIN
DEAN OF RESEARCH & ACADEMIC SUPPORT
- Total calculated
- $122,993
- From this org
- $100,109
- From related orgs
- $0
- Other
- $22,884
- Hours/week
- 40
-
Allan CombsALLAN COMBS
FACULTY, PROFESSOR EMERITUS
- Total calculated
- $134,237
- From this org
- $105,458
- From related orgs
- $0
- Other
- $28,779
- Hours/week
- 40
-
Constance JonesCONSTANCE JONES
FACULTY
- Total calculated
- $136,368
- From this org
- $104,906
- From related orgs
- $0
- Other
- $31,462
- Hours/week
- 40
-
Alexander MacLeodALEXANDER MACLEOD
FACULTY, PROFESSOR EMERITUS
- Total calculated
- $126,143
- From this org
- $104,817
- From related orgs
- $0
- Other
- $21,326
- Hours/week
- 40
-
Rachael VaughanRACHAEL VAUGHAN
FACULTY
- Total calculated
- $139,734
- From this org
- $108,844
- From related orgs
- $0
- Other
- $30,890
- Hours/week
- 40
-
Laura PustarfiLAURA PUSTARFI
DIRECTOR OF CPTR CERTIFICATE PROGRAM
- Total calculated
- $128,756
- From this org
- $106,437
- From related orgs
- $0
- Other
- $22,319
- Hours/week
- 40
-
Rebecca Becky McGovernREBECCA BECKY MCGOVERN
DIRECTOR OF PSYCH FIELD PLACEMENT
- Total calculated
- $118,104
- From this org
- $100,551
- From related orgs
- $0
- Other
- $17,553
- Hours/week
- 40
-
Craig ChalquistCRAIG CHALQUIST
FACULTY, PROFESSOR EMERITUS
- Total calculated
- $133,065
- From this org
- $109,587
- From related orgs
- $0
- Other
- $23,478
- Hours/week
- 40
-
Anita ArcieriANITA ARCIERI
HUMAN RESOURCE MANAGER
- Total calculated
- $127,734
- From this org
- $112,130
- From related orgs
- $0
- Other
- $15,604
- Hours/week
- 40
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
- 1a · Housing allowance or residence for personal use
- 1a · Personal services (maid, chauffeur, chef)
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
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
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 14 May 2024
- IRS schema version
- 2022v5.0
- Source object
- 202431359349307228
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.