2026-01-13T15:07:17-06:00 2025-06-30 450250958 EIDE BAILLY LLP 800 NICOLLET MALL STE 1300 MINNEAPOLIS MN 554027033 990 2024-07-01 273301107 AUXILIARIES MULTIPLE EMPLOYER VEBA AUXI 3102123344 2355 CRENSHAW BLVD STE 200 TORRANCE CA 90501 DENA FLOREZ CHAIR 3102123344 2026-01-13 1 1 KIM HUNWARDSEN CPA P00484560 6122536500 2026-01-13 2024 2025-03-06 01:10:19Z DENA FLOREZ 2355 CRENSHAW BLVD STE 200 TORRANCE CA 90501 20665887 0 X N/A X 2010 CA PROVIDE A MECHANISM FOR CA STATE UNIVERSITY SYSTEM AUXILIARIES TO FUND THEIR RETIREE BENEFIT PLAN. 8 0 0 0 5807209 0 0 0 2138649 1951670 6408707 5807209 0 0 8547356 7758879 0 0 749501 421137 0 0 0 0 0 446321 501899 1195822 923036 7351534 6835843 127546794 124802553 17569804 164555 109976990 124637998 TO ASSIST PARTICIPATING CALIFORNIA STATE UNIVERSITY SYSTEM AUXILIARIES WITH THE ESTABLISHMENT AND MAINTENANCE OF THE TRUST FOR INVESTMENT OF FUNDS TO BE USED FOR THE PROVISION OF RETIREE HEALTH AND WELFARE BENEFITS TO PARTICIPATING EMPLOYEES. 0 0 THE CSU AUXILIARIES MULTIPLE EMPLOYER VEBA TRUST ASSISTS PARTICIPATING CALIFORNIA STATE UNIVERSITY SYSTEM AUXILIARIES WITH THE ESTABLISHMENT AND MAINTENANCE OF THE TRUST FOR INVESTMENT OF FUNDS TO BE USED FOR THE PROVISION OF RETIREE HEALTH AND WELFARE BENEFITS TO PARTICIPATING EMPLOYEES. AT JUNE 30, 2025, 24 EMPLOYERS HAD ELECTED TO PARTICIPATE IN THE TRUST. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 X 8 0 0 1 0 0 1 1 1 1 0 0 0 1 1 1 1 0 0 0 0 0 CA X SETECH 3102123344 2355 CRENSHAW BLVD SUITE 200 TORRANCE CA 90501 LIONEL LAWRENCE TRUSTEE 0.10 40.00 X 0 129461 27617 TARIQ MARJI TRUSTEE 0.10 40.00 X 0 192600 23905 TERRI STEVENS TRUSTEE 0.10 40.00 X 0 164899 16953 JOSEPH ILLUMINATE TRUSTEE 0.10 40.00 X 0 134303 30728 JIM WESTBROOK TRUSTEE 0.10 40.00 X 0 138575 36166 CECILIA ORTIZ BOARD CHAIR (TO 03/2025) 0.10 40.00 X X 0 139750 38000 DENA FLOREZ BOARD CHAIR (FROM 03/2025) 0.10 40.00 X X 0 119891 5876 HEATHER ZACKER TRUSTEE 0.10 40.00 X 0 148291 58042 0 1167770 237287 0 0 1 0 0 EMPLOYER CONTRIBUTIONS 525100 1951670 1951670 1951670 4978161 4978161 13736056 12907008 829048 829048 829048 7758879 1951670 5807209 0 421137 169935 ADMINISTRATION FEES 331964 923036 17530214 180932 39590 0 109976990 124621621 127546794 124802553 17569804 164555 17569804 164555 X 109976990 124637998 109976990 124637998 127546794 124802553 6835843 7825165 0 X 0 1 X 1 0 0 X 15584044 7825165 7825165 7758879 0 7758879 923036 0 923036 0 923036 PART X, LINE 2: THE TRUST IS USED FOR THE PROVISION OF RETIREE HEALTH AND WELFARE BENEFITS TO PARTICIPATING EMPLOYEES THAT IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTIONS 501(C)(9) OF INTERNAL REVENUE CODE AND CLASSIFIED BY THE INTERNAL REVENUE SERVICE. THE TRUST HAS ADOPTED FASB ASC TOPIC 740 THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN ON A TAX RETURN AND PROVIDES THAT THE TAX EFFECTS FROM AN UNCERTAIN TAX POSITION CAN BE RECOGNIZED IN THE FINANCIAL STATEMENTS ONLY IF, BASED ON ITS MERITS, THE POSITION IS MORE LIKELY THAN NOT TO BE SUSTAINED ON AUDIT BY THE TAXING AUTHORITIES. MANAGEMENT BELIEVES THAT ALL TAX POSITIONS TAKEN TO DATE ARE HIGHLY CERTAIN AND, ACCORDINGLY, NO ACCOUNTING ADJUSTMENT HAS BEEN MADE TO THE FINANCIAL STATEMENTS. 0 0 0 TARIQ MARJI TRUSTEE 0 192600 0 0 0 0 0 0 0 23905 0 216505 0 0 HEATHER ZACKER TRUSTEE 0 148291 0 0 0 0 0 0 0 58042 0 206333 0 0 TERRI STEVENS TRUSTEE 0 164899 0 0 0 0 0 0 0 16953 0 181852 0 0 CECILIA ORTIZ BOARD CHAIR (TO 03/2025) 0 139750 0 0 0 0 0 0 0 38000 0 177750 0 0 JIM WESTBROOK TRUSTEE 0 138575 0 0 0 0 0 0 0 36166 0 174741 0 0 JOSEPH ILLUMINATE TRUSTEE 0 134303 0 0 0 0 0 0 0 30728 0 165031 0 0 LIONEL LAWRENCE TRUSTEE 0 129461 0 0 0 0 0 0 0 27617 0 157078 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE BOARD OF TRUSTEES CONSISTS OF EMPLOYEES OF CONTRIBUTING EMPLOYERS AND AS SUCH THE BOARD MEMBERS ARE COMPENSATED BY THE CONTRIBUTING EMPLOYERS FOR THE SERVICES THEY PROVIDE AS EMPLOYEES OF THEIR RESPECTIVE EMPLOYER. AS THESE ENTITIES ARE CONSIDERED RELATED ENTITIES, THESE MEMBERS ARE NOT CONSIDERED INDEPENDENT TRUSTEES. FORM 990, PART VI, SECTION A, LINE 3 SERVICE ENHANCEMENT TECHNOLOGIES (SETECH), A DIVISION OF KEENAN & ASSOCIATES, PROVIDES FINANCIAL MANAGEMENT AND REPORTING TO THE BOARD. BUDGETARY CONTROL IS PROVIDED BY VERIFICATION OF BUDGETED AMOUNTS PRIOR TO EXPENDITURES AND ANALYSIS OF ALL ACCOUNT TOTALS COMPARED TO BUDGETED AMOUNTS. DETAILED FINANCIAL STATEMENTS AND TREASURER'S REPORTS INCLUDE BUDGET-TO-ACTUAL COMPARISONS AND ARE PROVIDED TO THE TRUST BOARD. FORM 990, PART VI, SECTION A, LINE 6 THERE IS ONE CLASS OF MEMBERS. THE MEMBERS CONSIST OF ANY AUXILIARY THAT, WITH THE CONSENT OF THE BOARD, PARTCIPATES IN THE VEBA PURSUANT TO A PARTICIPATION AGREEMENT. FORM 990, PART VI, SECTION A, LINE 7A THE EMPLOYERS MAY APPOINT OR DISMISS TRUSTEES BY MAJORITY VOTE. FORM 990, PART VI, SECTION A, LINE 7B THE VEBA MAY BE AMENDED AT ANY TIME, IN WHOLE OR PART, BY A MAJORITY VOTE OF ALL MEMBERS FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON THE ORGANIZATION'S BEHALF FORM 990, PART VI, SECTION B, LINE 11B AT LEAST (2) WEEKS PRIOR TO FILING THE ANNUAL FORM 990, THE FINAL DRAFT OF THE FORM IS DISTRIBUTED TO ALL THE TRUSTEES FOR THEIR REVIEW AND COMMENT. COMMENTS OR CHANGES SUGGESTED BY THE TRUSTEES SHALL BE FORWARDED TO THE CHAIR WHO SHALL REVIEW AND DISCUSS WITH THE CPA. THE CPA SHALL REVISE THE FORM IF NECESSARY AND THEREAFTER SUBMIT THE FORM TO THE INTERNAL REVENUE SERVICE FOR ELECTRONIC FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER SIGNS A CONFLICT OF INTEREST POLICY DISCLAIMER ANNUALLY, THE TRUSTEE REVIEWS THE DISCLAIMER. IF A CONFLICT OF INTEREST ARISES, THE BOARD MEMBER IS ASKED TO EXCUSE HIMSELF/HERSELF FROM ALL DISCUSSION AND VOTING IN THE ISSUE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES IT GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE BY PROVIDING COPIES TO THE GENERAL PUBLIC UPON REQUEST. ASSOCIATED STUDENTS CSUN 18111 NORDOFF STREET NO USU100 NORTHRIDGE CA 91330 951992734 SUPPORT CALIFORNIA STATE UNIVERSITY CA 501(C)(3) LINE 12C, III-FI N/A 0 ASSOCIATED STUDENTS CSUSB 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 956126562 SUPPORT CALIFORNIA STATE UNIVERSITY CA 501(C)(3) LINE 5 N/A 0 ASSOCIATED STUDENTS INC CSULA 5154 STATE UNIVERSITY DR 306 LOS ANGELES CA 90032 952044300 SUPPORT CALIFORNIA STATE UNIVERSITY CA 501(C)(3) LINE 10 N/A 0 ASSOCIATED STUDENTS INC OF CAL POLY 3801 W TEMPLE AVE BUILDING 55 POMONA CA 91768 952259044 SUPPORT CALIFORNIA STATE UNIVERSITY CA 501(C)(3) LINE 12A, I N/A 0 ASSOCIATED STUDENTS INC CSUDH 1000 E VICTORIA STREET CARSON CA 90747 952571895 SUPPORT CALIFORNIA STATE UNIVERSITY CA 501(C)(3) LINE 5 N/A 0 ASSOCIATED STUDENTS INC CSULB 1212 BELLFLOWER BLVD SUITE 229 LONG BEACH CA 90815 951810426 SUPPORT CALIFORNIA STATE UNIVERSITY CA 501(C)(3) LINE 10 N/A 0 ASSOCIATED STUDENTS SAN JOSE STATE UNIVERSITY ONE WASHINGTON SQUARE SAN JOSE CA 951920128 941156305 SUPPORT CALIFORNIA STATE UNIVERSITY CA 501(C)(3) LINE 5 N/A 0 ASSOCIATED STUDENTS INC CAL POLY SAN LUIS OBISPO 1 GRAND AVENUE BLDG 65 212 SAN LUIS OBISPO CA 93405 952308831 SUPPORT CALIFORNIA STATE UNIVERSITY CA 501(C)(3) LINE 5 N/A 0 AUXILIARY SERVICES CSULA 5154 STATE UNIVERSITY DR LOS ANGELES CA 90032 953122264 SUPPORT CALIFORNIA STATE UNIVERSITY CA 501(C)(3) LINE 10 N/A 0 CAL POLY POMONA FOUNDATION 3801 W TEMPLE AVE BUILDING 55 POMONA CA 91768 952417645 SUPPORT CALIFORNIA STATE UNIVERSITY CA 501(C)(3) LINE 12C, III-FI N/A 0 CSU FULLERTON AUXILIARY SERVICES CO 2600 NUTWOOD AVE FULLERTON CA 92831 952081258 SUPPORT CALIFORNIA STATE UNIVERSITY CA 501(C)(3) LINE 12B, II N/A 0 CSU LONG BEACH RESEARCH FOUNDATION 6300 STATE UNIVERSITY DR 332 LONG BEACH CA 90815 956106694 SUPPORT CALIFORNIA STATE UNIVERSITY CA 501(C)(3) LINE 7 N/A 0 CSUDH FOUNDATION 1000 E VICTORIA STREET CARSON CA 90747 952543028 SUPPORT CALIFORNIA STATE UNIVERSITY CA 501(C)(3) LINE 5 N/A 0 CSULA AUXILIARY SERVICES INC 5151 STATE UNIVERSITY DR NO GE 314 LOS ANGELES CA 90032 954016653 SUPPORT CALIFORNIA STATE UNIVERSITY CA 501(C)(3) LINE 12C, III-FI N/A 0 FORTY-NINER SHOPS INC 6049 EAST SEVENTH ST LONG BEACH CA 90840 951782943 SUPPORT CALIFORNIA STATE UNIVERSITY CA 501(C)(3) LINE 12C, III-FI N/A 0 HUMBOLT STATE UNIVERSITY CENTER 1 HARPST ST ARCATA CA 95521 941627074 SUPPORT CALIFORNIA STATE UNIVERSITY CA 501(C)(3) LINE 12C, III-FI N/A 0 LOKER STUDENT UNION CSUDH 1000 E VICTORIA STREET CARSON CA 90747 330518736 SUPPORT CALIFORNIA STATE UNIVERSITY CA 501(C)(3) LINE 10 N/A 0 SANTOS MANUEL STUDENT UNION CSUSB 5500 UNIVERSITY PARKWAY SACRAMENTO CA 92407 953104280 SUPPORT CALIFORNIA STATE UNIVERSITY CA 501(C)(3) LINE 5 N/A 0 STUDENT UNION INC OF SJSU ONE WASHINGTON SQUARE SAN JOSE CA 95192 942830732 SUPPORT CALIFORNIA STATE UNIVERSITY CA 501(C)(3) LINE 12C, III-FI N/A 0 THE TOWER FOUNDATION OF SJSU ONE WASHINGTON SQUARE SAN JOSE CA 95192 830403915 SUPPORT CALIFORNIA STATE UNIVERSITY CA 501(C)(3) LINE 7 N/A 0 UNIVERSITY ENTERPRISES CORP AT CSUSB 5500 UNIVERSITY PARKWAY SAN BERNARDINO CA 92407 956067343 SUPPORT CALIFORNIA STATE UNIVERSITY CA 501(C)(3) LINE 5 N/A 0 UNIVERSITY ENTERPRISES INC CSU SACRAMENTO 6000 J ST SACRAMENTO CA 95819 941337638 SUPPORT CALIFORNIA STATE UNIVERSITY CA 501(C)(3) LINE 12C, III-FI N/A 0 UNIVERSITY STUDENT UNION OF CALIFORNIA STATE NORTHRIDGE 18111 NORDOFF STREET NO USU100 NORTHRIDGE CA 91330 237321859 SUPPORT CALIFORNIA STATE UNIVERSITY CA 501(C)(3) LINE 12C, III-FI N/A 0 UNIVERSITY STUDENT UNION OF CSULB 1212 BELLFLOWER BLVD SUITE 229 LONG BEACH CA 90815 951810426 SUPPORT CALIFORNIA STATE UNIVERSITY CA 501(C)(3) LINE 10 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1