CAL STATE UNIVERSITY FULLERTON ALUMNI ASSOCIATION (EIN 330038884) - 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

1983

Legal Domicile

Principal Officer

WILLIAM COLE

Phone

6572788434

Tax Period

2024-07-01 to 2025-06-30

CAL STATE UNIVERSITY FULLERTON ALUMNI ASSOCIATION, founded in 1983, is a small nonprofit in the Education sector that reported $262K in total revenue in fiscal year 2024. Net assets of $2.2M represent 102 months of operating reserves.

Mission

TO BUILD LIFELONG ALUMNI RELATIONSHIPS & FURTHER THE INTERESTS OF CAL STATE UNIVERSITY, FULLERTON.

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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 $185,685

Program Service Revenue $6,333

Investment Income $0

Other Revenue $69,936

TOTAL REVENUE $261,954

Expense Breakdown

Grants Paid $22,000

Salaries & Benefits $60,849

Fundraising Expenses $0

Program Expenses $264,652

Other Expenses $181,803

TOTAL EXPENSES $264,652

Year-over-Year Comparison

	2024	2023	Change
Revenue	$261,954	$261,350	+0.0%
Expenses	$264,652	$259,144	+0.0%
Net Income	$-2,698	$2,206	-2.2%

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

Employees

N/A

Volunteers

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

$535,340

Total Directors

$535,340

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NICHOLAS CABEZA	PRESIDENT	4.00	Officer Director	$0	$0	$0
ANTONIA CASTRO-GRAHAM	PRESIDENT-ELECT	2.00	Officer Director	$0	$0	$0
VINCE FABRIZIO	VP FINANCE	2.00	Officer Director	$0	$0	$0
CHRISTINE HERNANDEZ	VP ADVOCACY & PHILANTHROPY	2.00	Officer Director	$0	$0	$0
EDITH MARCEL	VP COMMUNITY & CAMPUS OUTREACH	2.00	Officer Director	$0	$0	$0
VANESSA PINZON	VP COMMUNICATIONS & MARKETING	2.00	Officer Director	$0	$0	$0
VANESSA ACUNA	VP STUDENT ALUMNI ENGAGEMENT	2.00	Officer Director	$0	$0	$0
WILLIAM BRYAN	DIRECTOR	1.00	Director	$0	$0	$0
KEVIN BUI	DIRECTOR	1.00	Director	$0	$0	$0
BOB CRELLIN	DIRECTOR	1.00	Director	$0	$0	$0
CHAD EIMERS	DIRECTOR	1.00	Director	$0	$0	$0
KATHLEEN HODGE	IMMEDIATE PAST PRESIDENT	1.00	Director	$0	$0	$0
NICK JONES-LIANG	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER LAMBERTH	DIRECTOR	1.00	Director	$0	$0	$0
RICARDO LOPEZ	DIRECTOR	1.00	Director	$0	$0	$0
NYLINEE NGUYEN	DIRECTOR	1.00	Director	$0	$0	$0
KIM SMITH-GRIME	DIRECTOR	1.00	Director	$0	$0	$0
GREGORY WASHINGTON	DIRECTOR	1.00	Director	$0	$0	$0
KATHY YU	DIRECTOR	1.00	Director	$0	$0	$0
SUZETTE MORALES	EX OFFICIO ASI REPRESENTATIVE	1.00	Director	$0	$0	$0
KIM SHINER	EX OFFICIO VPUA	1.00	Officer Director	$0	$70,493	$313,633
WILLIAM COLE	EX OFFICIO EXECUTIVE DIRECTOR	40.00	Officer Director	$0	$69,093	$221,707
KEN HAGIHARA	EX OFFICIO FACULTY REPRESENTITIVE	1.00	Director	$0	$0	$0
VERNE WAGNER	STANDING REPRESENTATIVE	1.00	Director	$0	$0	$0
KATIE BUSH	STANDING REPRESENTATIVE	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	$261,954	$264,652	$2,230,832	$-2,698
2024	$261,350	$259,144	$2,108,211	$2,206
2023	$307,284	$220,223	$1,942,749	$87,061
2022	$359,349	$181,544	$1,910,938	$177,805
2021	$436,432	$278,791	$1,822,565	$157,641
2020	$330,379	$287,008	$1,500,031	$43,371
2019	$446,541	$347,325	$1,443,613	$99,216
2018	$623,796	$398,661	$1,279,926	$225,135

CAL STATE UNIVERSITY FULLERTON ALUMNI ASSOCIATION