CSU Auxiliaries 101 October 16, 2019 Pismo Beach, CA Auxiliary - - PowerPoint PPT Presentation
CSU Auxiliaries 101 October 16, 2019 Pismo Beach, CA Auxiliary Organizations Association Representatives John Griffin - 2019 AOA President Executive Director, University Enterprises Corporation, CSU San Bernardino Kacie Flynn - 2019 AOA
John Griffin - 2019 AOA President
Executive Director, University Enterprises Corporation, CSU San Bernardino
Kacie Flynn - 2019 AOA President Elect
Executive Director, Sponsored Programs Foundation, Humboldt State University
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❖ Auxiliary organizations were created to perform essential functions associated with a postsecondary educational institution, which under California law were difficult, cumbersome, or legally restricted for the university and were not supported by state funding. The California State University (CSU) established a network of supplemental services that complement the core academic programs at each campus and provide the full range of educational experiences expected by its students. ❖ First auxiliary established in 1922 – the Fresno State College Association
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❖ Leadership opportunities in student government through Associated Student organizations ❖ Opportunities to serve as auxiliary board members and gain an in-depth understanding of non-profit organizations ❖ Opportunities to work on federally-sponsored research projects with faculty and staff ❖ On-campus employment which is more convenient and easier to coordinate with class schedule
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❖ Externally funded projects including research, instructionally-related programs, conferences, and institutes
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❖ Associated Student Body Organization Programs
❖ Student Unions, Rec Centers & Children’s Centers
and operations in the facility ❖ Sponsored Projects, Research & Education Programs ❖ Externally funded grant and contract activity conducted by faculty and staff
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❖ Commercial Services
child care centers, and other commercial activities ❖ Gifts, Endowments, Trusts, and Fundraising
from gift assessments and endowment administrative fees ❖ Real and Personal Property
and/or engage in partnership projects to develop property
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Data Source: 2019 CSU Fact Book https://www2.calstate.edu/csu-system/about-the-csu/facts-about-the-csu/Documents/facts2019.pdf
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❖ Auxiliary organizations are required to produce independently audited financial statements and file federal and state tax returns annually and post on their website ❖ Auxiliary organizations with gross revenues of $2 million or more are required by the California Nonprofit Integrity Act of 2004 to present and review the audited financials with an Audit Committee appointed by the auxiliary board of directors ❖ Supplementary financial information from the audit is used by the campus and Chancellor’s Office for consolidation reporting ❖ Auxiliaries are subject to audits from the Office of Audit and Advisory Services
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❖ Operate on a self-support basis. No CSU allocations (General Fund appropriations) ❖ Diversify resources by generating net revenues from commercial enterprises, contract and grant management, and gift administration ❖ Offer “private-sector” efficiency and flexibility ❖ Offer reduced operating costs and alternative employment relationships ❖ Accept entrepreneurial and special program risk exposures not appropriate for the public entity
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❖ Flexibility in managing endowment funds (e.g., invest in equities to maximize returns) ❖ Create a separate Board of Directors for an auxiliary philanthropic foundation, allowing increased opportunities for community engagement ❖ Enter into public/private partnerships that support the university (shift ❖ of project risk and debt issuance) ❖ Facilitate certain types of financing, and add debt capacity ❖ Manage risk exposure
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❖ Auxiliary Organizations are NOT “Auxiliary Enterprises” or “Auxiliary Services” which are functions or operations that are departments of the university – not separate legal organizations. Examples are:
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❖ Website Resources ❖ (www.csuaoa.org)
forms
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❖ AOA Annual Conference - Education & Development sessions, Business Partners, networking opportunities, committee meetings ❖ Standing Committee Resources & Meetings
❖ AORMA Group Insurance & pooled benefit programs
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❖ Assist in creation of resources for member auxiliaries:
❖ Act as a forum/resource for resolution of common issues ❖ Represent interests of auxiliaries to policy-making groups ❖ Point of contact with Chancellor’s Office, CABO, FOA
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…a partnership with the intent to seek solutions to common issues
John Griffin - 2019 AOA President Executive Director, University Enterprises Corporation CSU San Bernardino john.griffin@csusb.edu Kacie Flynn - 2019 AOA President Elect Executive Director, HSU Sponsored Programs Foundation Humboldt State University Kacie.flynn@humboldt.edu
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