FOUNDATION FOR CALIFORNIA UNIVERSITY OF PENNSYLVANIA

EIN: 251540183 501(c)(3) Education

CALIFORNIA, PA

Total Revenue
$5,535,288
Total Expenses
$5,828,428
Total Assets
$49,084,505
Net Assets
$40,588,265
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1986
Legal Domicile
PA
Principal Officer
PAUL KANIA
Phone
7249384329
Tax Period
2023-07-01 to 2024-06-30

FOUNDATION FOR CALIFORNIA UNIVERSITY OF PENNSYLVANIA, founded in 1986, is a community nonprofit in the Education sector that reported $5.5M in total revenue in fiscal year 2023. Revenue fell 23% from the prior year — a significant decline worth monitoring. Net assets of $40.6M represent 88 months of operating reserves.

Mission

THE FOUNDATION'S PURPOSE IS TO SUPPORT AND SUPPLEMENT THE CHARITABLE, EDUCATIONAL, AND SCIENTIFIC ACTIVITIES AND PROGRAMS OF PENNSYLVANIA WESTERN UNIVERSITY PRIMARILY PENNWEST-CALIFORNIA (PENNWEST), PREVIOUSLY KNOWN AS CALIFORNIA UNIVERSITY OF PENNSYLVANIA (CALU).

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,398,923
Program Service Revenue $2,898,165
Investment Income $1,190,798
Other Revenue $47,402
TOTAL REVENUE $5,535,288

Expense Breakdown

Grants Paid $5,080,943
Salaries & Benefits $436,181
Fundraising Expenses $1,889
Program Expenses $5,359,256
Other Expenses $311,304
TOTAL EXPENSES $5,828,428

Year-over-Year Comparison

2023 2022 Change
Revenue $5,535,288 $7,174,803 -0.2%
Expenses $5,828,428 $5,264,695 +0.1%
Net Income $-293,140 $1,910,108 -1.2%
Key Indicators
✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
12
Independent Members
12
Employees
4
Volunteers
12

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
4
$0
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
COURTNEY MENANNO DIRECTOR 0.50
Director
$0 $0 $0
THERESE J GASS DIRECTOR 0.50
Director
$0 $0 $0
FREDERICK A RETSCH VICE PRESIDENT 7.00
Officer Director
$0 $0 $0
DARLA R HOLLEY-HOLMES SECRETARY 7.00
Officer Director
$0 $0 $0
JEFF M KOTULA DIRECTOR 0.50
Director
$0 $0 $0
MATTHEW JENKINS DIRECTOR 0.50
Director
$0 $0 $0
JEFFREY S JAMES DIRECTOR 0.50
Director
$0 $0 $0
JOHN LORENZI DIRECTOR 0.50
Director
$0 $0 $0
PAUL L KANIA TREASURER 7.00
Officer Director
$0 $0 $0
WILLIAM R FLINN II PRESIDENT 7.00
Officer Director
$0 $0 $0
BETHANY HOAG-SALMEN DIRECTOR 0.50
Director
$0 $0 $0
CHELSEA M PRATT DIRECTOR 0.50
Director
$0 $0 $0
DENISE SMITH EXECUTIVE DIRECTOR 37.50
Highest
$153,500 $10,540 $164,040
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 $5,535,288 $5,828,428 $49,084,505 $-293,140
2023 $7,174,803 $5,264,695 $46,101,564 $1,910,108
2022 $9,457,698 $4,313,895 $42,788,411 $5,143,803
2021 $5,103,010 $3,857,709 $46,978,108 $1,245,301
2020 $3,811,620 $4,258,614 $38,933,874 $-446,994
2019 $5,082,111 $4,300,146 $39,339,817 $781,965
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