ASSOC STUDENTS CSUF POST-RETIREMENT EMPLOYEE BENEFIT TRUST (EIN 262766369) - 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

2007

Legal Domicile

Principal Officer

dave edwards

Phone

6572782401

Tax Period

2024-07-01 to 2025-06-30

ASSOC STUDENTS CSUF POST-RETIREMENT EMPLOYEE BENEFIT TRUST, founded in 2007, is a small nonprofit in the Mutual Benefit sector that reported $315K in total revenue in fiscal year 2024. Revenue fell 56% from the prior year — a significant decline worth monitoring. Expenses of $429K exceeded revenue, resulting in a 36% operating deficit.

Mission

THE TRUST IS ESTABLISHED TO SERVE AS A FUNDING VEHICLE FOR POST-RETIREMENT BENEFITS FOR RETIRED ASSOCIATED STUDENTS CAL STATE UNIVERSITY FULLERTON EMPLOYEES BY PAYMENT OF THE EMPLOYER'S CONTRIBUTION TOWARDS INSURANCE PREMIUMS FOR ELIGIBLE RETIREES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $315,443

Other Revenue $0

TOTAL REVENUE $315,443

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $54,642

TOTAL EXPENSES $429,257

Year-over-Year Comparison

	2024	2023	Change
Revenue	$315,443	$710,123	-0.6%
Expenses	$429,257	$391,373	+0.1%
Net Income	$-113,814	$318,750	-1.4%

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

N/A

Employees

N/A

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

$233,592

Total Directors

$546,497

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVE EDWARDS	Executive Dir.	1.00	Officer Director	$0	$0	$233,592
KATHLEEN POSTAL	Trustee	1.00	Director	$0	$0	$177,795
ANDREA OKOH	Trustee	1.00	Director	$0	$0	$135,110
SAMANTHA NGO	Trustee	1.00	Director	$0	$0	$0
ROB SCIALDONE	Trustee	1.00	Director	$0	$0	$0
JOE MORALES	Trustee	1.00	Director	$0	$0	$0

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	$315,443	$429,257	$5,300,764	$-113,814
2024	No data	No data	No data	No data
2023	$-17,606	$353,861	$4,772,005	$-371,467
2022	$527,797	$329,652	$4,581,868	$198,145
2021	$324,017	$303,137	$5,408,922	$20,880
2020	$246,743	$287,488	$4,558,841	$-40,745
2019	$143,711	$282,260	$4,576,339	$-138,549
2018	$330,339	$290,144	$4,449,583	$40,195

ASSOC STUDENTS CSUF POST-RETIREMENT EMPLOYEE BENEFIT TRUST