CALIFORNIA STATE UNIVERSITY INSTITUTE

As filed

Subsection

03

Street

401 GOLDEN SHORE FIFTH FLOOR

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2024

• THE TRUSTEES OF THE CALIFORNIA STATE UNIVERSITY (THE "BOARD") UTILIZE A COMMERCIAL PAPER ("CP") PROGRAM FOR VARIOUS FINANCING ACTIVITIES THROUGH THE CSU INSTITUTE (THE "INSTITUTE"), AN AUXILIARY ORGANIZATION OF THE CSU.TO FUND CAPITAL IMPROVEMENTS DURING CONSTRUCTION PERIODS, THE INSTITUTE INITIALLY ISSUES COMMERCIAL PAPER TO FINANCE VARIOUS CAMPUS AND AUXILIARY CAPITAL OUTLAY PROJECTS. DURING THIS FISCAL YEAR, THE INSTITUTE FACILITATED SHORT-TERM FINANCING OF $71.1 MILLION. IN JANUARY 2025, CSU BOARD OF TRUSTEE APPROVED CHANGES OF THE CSU COMMERCIAL PAPER PROGRAM, AND STARTING MARCH 2025, THE CSU BEGAN ISSUING COMMERCIAL PAPER DIRECTLY RATHER THAN THROUGH THE INSTITUTE. IN JUNE 2025, INSTITUTE BOARD OF DIRECTORS APPROVED THE DISSOLUTION OF THE INSTITUTE, AND THE REMAINING CASH RELATED THE COMMERCIAL PAPER WAS TRANSFFERED TO THE CSU. THE LOSS ON DISSOLUTION HAS BEEN REPORTED AS A SPECIAL ITEM IN THE INSTITUTE'S 2025 FINANCIAL STATEMENTS IN ACCORDANCE WITH GASB STATEMENT NO. 69.

  Expenses $10,564,762 · Grants $4,081,404 · Revenue $5,877,235

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Officers and directors · 2024

As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

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. Earlier years are each on their own filing page.

Filings

• 2024

  Revenue

  $6,183,586

  Expenses

  $10,622,394

  Contributions

  $0

  Grants paid

  $4,081,404

• 2023

  Revenue

  $9,461,558

  Expenses

  $8,586,633

  Contributions

  $0

  Grants paid

  $0

• 2022

  Revenue

  $6,111,482

  Expenses

  $5,769,199

  Contributions

  $0

  Grants paid

  $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2021 · 990

  Revenue

  $1,512,360

  Expenses

  $1,940,959

  Assets (EOY)

  $118,822,639

• 2020 · 990

  Revenue

  $1,951,859

  Expenses

  $1,838,037

  Assets (EOY)

  $67,182,603

• 2019 · 990

  Revenue

  $3,888,574

  Expenses

  $3,530,657

  Assets (EOY)

  $132,975,807

• 2018 · 990

  Revenue

  $3,171,579

  Expenses

  $3,171,406

  Assets (EOY)

  $113,418,261

• 2017 · 990

  Revenue

  $3,022,430

  Expenses

  $2,844,590

  Assets (EOY)

  $173,162,503

• 2016 · 990

  Revenue

  $2,636,151

  Expenses

  $2,591,763

  Assets (EOY)

  $3,837,399

• 2015 · 990

  Revenue

  $523,822

  Expenses

  $1,443,238

  Assets (EOY)

  $9,188,470

• 2014 · 990

  Revenue

  $1,594,940

  Expenses

  $1,573,092

  Assets (EOY)

  $158,567,103

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all.

Grants made

• CALIFORNIA STATE UNIVERSITY

  $4,081,404

  2024 · UNIVERSITY SUPPORT

Where these grants went next →

Grants received

• KERN COMMUNITY FOUNDATION

  $12,000

  2023 · CHARITABLE

• KERN COMMUNITY FOUNDATION

  $10,000

  2024 · CHARITABLE

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Other IRS files