CALIFORNIA INSTITUTE OF INTEGRAL STUDIES (EIN 942254303) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1974

Legal Domicile

Principal Officer

S BROCK BLOMBERG

Phone

4155756100

Tax Period

2022-07-01 to 2023-06-30

CALIFORNIA INSTITUTE OF INTEGRAL STUDIES, founded in 1974, is a mid-sized nonprofit in the Education sector that reported $45.9M in total revenue in fiscal year 2022. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $44.0M left a modest 4% surplus.

Mission

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $7,895,216

Program Service Revenue $37,009,900

Investment Income $538,965

Other Revenue $417,464

TOTAL REVENUE $45,861,545

Expense Breakdown

Grants Paid $1,313,251

Salaries & Benefits $28,294,759

Fundraising Expenses $698,171

Program Expenses $22,756,667

Other Expenses $14,349,161

TOTAL EXPENSES $43,957,171

Year-over-Year Comparison

	2022	2021	Change
Revenue	$45,861,545	$40,892,963	+0.1%
Expenses	$43,957,171	$37,009,758	+0.2%
Net Income	$1,904,374	$3,883,205	-0.5%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

730

Volunteers

N/A

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✓ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✓ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$870,974

Total Directors

$438,139

Key Employees

$249,473

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHEN BROCK BLOMBERG	PRESIDENT & TRUSTEE	40.00	Officer Director	$386,747	$51,392	$438,139
ANEEL CHIMA	CHAIR UNTIL 10/10/2020	3.00	Director	$0	$0	$0
NICHOL BRADFORD	TRUSTEE	1.50	Director	$0	$0	$0
VAISHALI CHADHA	TRUSTEE	1.50	Director	$0	$0	$0
TIM CHANG	TRUSTEE	1.50	Director	$0	$0	$0
DIANE CIRINCIONE	TRUSTEE	1.50	Director	$0	$0	$0
DAPHNE CROCKER-WHITE	TRUSTEE	1.50	Director	$0	$0	$0
BETSY GORDON	TRUSTEE	1.50	Director	$0	$0	$0
MIKE HEBEL	TRUSTEE	1.50	Director	$0	$0	$0
SUSAN E LAURENSON	TRUSTEE	1.50	Director	$0	$0	$0
BILL MOSCA	TRUSTEE	3.00	Director	$0	$0	$0
STEPHEN OLSSON	TRUSTEE	1.50	Director	$0	$0	$0
RICKI POLLYCOVE	TRUSTEE	3.00	Director	$0	$0	$0
BRENDA M SANDERS	TRUSTEE, VICE CHAIR	1.50	Director	$0	$0	$0
VIOLETA KRASNIC	STAFF TRUSTEE	1.50	Director	$0	$0	$0
MEIHONG XU	TRUSTEE	1.50	Director	$0	$0	$0
LORETTA LYNCH	TRUSTEE	1.50	Director	$0	$0	$0
GARY MOON	TRUSTEE	1.50	Director	$0	$0	$0
KIMBERLY DAVIS	STUDENT TRUSTEE	1.50	Director	$0	$0	$0
MEG JORDAN	FACULTY TRUSTEE	1.50	Director	$0	$0	$0
MICHELE DEMARCO	STAFF TRUSTEE	1.50	Director	$0	$0	$0
SHANA ALEXANDER	CFO & VP OF FINANCE & ADMIN	40.00	Officer	$213,595	$39,115	$252,710
RICHARD BUGGS	CORPORATE SECRETARY & VP OF EXT RELATIONS	40.00	Officer	$148,358	$31,767	$180,125
KATHY LITTLES	PROVOST & VP OF ACADEMIC ADMIN	40.00	Key Emp	$217,149	$32,324	$249,473
JANIS PHELPS	FACULTY, PROGRAM CHAIR	40.00	Highest	$159,358	$18,892	$178,250
TINA O'GRADY	CONTROLLER	40.00	Highest	$149,626	$17,189	$166,815
DEBASHISH BANERJI	FACULTY, DEPARTMENT CHAIR	40.00	Highest	$126,025	$11,937	$137,962
CYNTHIA SHEARER	FACULTY, PROGRAM CHAIR	40.00	Highest	$131,993	$32,399	$164,392
MICHELLE MARZULLO	FACULTY, DEPARTMENT CHAIR	40.00	Highest	$136,280	$29,159	$165,439
KRISTINE BRANDENBURGER	EXECUTIVE DEAN OF IR & ACCREDITATION	40.00	Highest	$111,494	$3,496	$114,990
NICHOLAS LITERSKI	SENIOR MANAGER	40.00	Highest	$113,156	$11,751	$124,907
ANDREJ GRUBAI	FACULTY, DEPARTMENT CHAIR	40.00	Highest	$114,480	$14,822	$129,302
CHERYL DOMECILLO	DIRECTOR BUSINESS STRATEGY & FINANCIAL PLANNING	40.00	Highest	$129,780	$21,991	$151,771
MARGARET JORDAN	FACULTY, DEPARTMENT CHAIR	40.00	Highest	$121,821	$39,917	$161,738
FRAYLANIE AGLIPAY	DEAN OF STUDENTS	40.00	Highest	$103,431	$12,346	$115,777
SHOSHANA SIMONS	FACULTY	40.00	Highest	$103,595	$35,199	$138,794
JACOB SHERMAN	FACULTY, PROGRAM CHAIR	40.00	Highest	$102,344	$29,269	$131,613
MARK CHIP GOLDSTEIN	BOARD OF TRUSTEES LIAISON	40.00	Highest	$120,610	$15,026	$135,636
KELLEN GRAYSON	CLINICAL DIRECTOR	40.00	Highest	$113,547	$20,994	$134,541
DAVID MEDINA	DIRECTOR HUMAN RESOURCES	40.00	Highest	$139,295	$16,331	$155,626
RENEE EMUNAH	FACULTY, PROGRAM CHAIR	40.00	Highest	$102,531	$42,605	$145,136
MARK FROMM	FACULTY	40.00	Highest	$105,548	$26,313	$131,861
ANNAMARIA ANNA BENASSI	FACULTY, EXECUTIVE DIRECTOR, CLINICAL CO-CHAIR	40.00	Highest	$109,805	$15,920	$125,725
KELLY SUNDIN	DEAN OF RESEARCH & ACADEMIC SUPPORT	40.00	Highest	$100,109	$22,884	$122,993
ALLAN COMBS	FACULTY, PROFESSOR EMERITUS	40.00	Highest	$105,458	$28,779	$134,237
CONSTANCE JONES	FACULTY	40.00	Highest	$104,906	$31,462	$136,368
ALEXANDER MACLEOD	FACULTY, PROFESSOR EMERITUS	40.00	Highest	$104,817	$21,326	$126,143
RACHAEL VAUGHAN	FACULTY	40.00	Highest	$108,844	$30,890	$139,734
LAURA PUSTARFI	DIRECTOR OF CPTR CERTIFICATE PROGRAM	40.00	Highest	$106,437	$22,319	$128,756
REBECCA BECKY MCGOVERN	DIRECTOR OF PSYCH FIELD PLACEMENT	40.00	Highest	$100,551	$17,553	$118,104
CRAIG CHALQUIST	FACULTY, PROFESSOR EMERITUS	40.00	Highest	$109,587	$23,478	$133,065
ANITA ARCIERI	HUMAN RESOURCE MANAGER	40.00	Highest	$112,130	$15,604	$127,734

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$45,861,545	$43,957,171	$55,299,374	$1,904,374
2022	$40,892,963	$37,009,758	$49,020,222	$3,883,205
2021	$41,758,432	$31,857,918	$44,998,209	$9,900,514
2020	$34,564,250	$31,785,290	$37,136,533	$2,778,960
2019	$31,462,132	$29,968,949	$30,377,245	$1,493,183
2018	$31,616,710	$30,209,673	$29,320,240	$1,407,037

CALIFORNIA INSTITUTE OF INTEGRAL STUDIES