CALIFORNIA STATE UNIVERSITY INSTITUTE
401 GOLDEN SHORE, LONG BEACH, CA 90802 www.calstate.edu

Total Revenue
$3,888,574
Total Expenses
$3,530,657
Net Assets
$3,746,458

Organizations Filed Purposes: THE CALIFORNIA STATE UNIVERSITY INSTITUTE'S PURPOSE IS TO FURTHER THE MISSION OF THE CSU BY FACILITATING CENTRALIZED FINANCING AND INVESTMENT PROGRAMS ON BEHALF OF THE CSU SYSTEM, PRINCIPALLY THE COMMERCIAL PAPER PROGRAM OF THE CSU.

OPERATION OF A COMMERCIAL PAPER PROGRAM FOR THE BENEFIT OF CALIFORNIA STATE UNIVERSITY (CSU) TO ENHANCE THE CAPITAL FINANCING FOR PROJECTS, EQUIPMENT, AND FACILITIES SERVING CSU.

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 $129.1 MILLION, WHICH WAS SUBSEQUENTLY REFINANCED WITH LONG-TERM FIXED-RATE SYSTEMWIDE REVENUE BONDS ISSUED ON SEPTEMBER 17, 2020.

Executives Listed on Filing

Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing

NameTitleHours Per WeekTotal Salary
Evelyn NazarioBOARD MEMBER1$0
Loren BlanchardSECRETARY1$0
Garrett P AshleyBOARD MEMBER1$0
Steven RelyeaTREASURER1$0
Timothy P WhiteCHAIRMAN1$0

Data for this page was sourced from XML published by IRS (public 990 form dataset) from: https://s3.amazonaws.com/irs-form-990/202100339349300435_public.xml