CAL STATE FULLERTON PHILANTHROPIC FOUNDATION (EIN 330567945) - 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

1993

Legal Domicile

Principal Officer

KIMBERLY SHINER

Phone

6572782786

Tax Period

2024-07-01 to 2025-06-30

CAL STATE FULLERTON PHILANTHROPIC FOUNDATION, founded in 1993, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $25.9M in total revenue in fiscal year 2024. The organization ran a surplus of $9.1M, a strong 35% operating margin.

Mission

SUPPORT THE PEOPLE AND PROGRAMS OF CALIFORNIA 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 $18,359,360

Program Service Revenue $781,270

Investment Income $6,887,189

Other Revenue $-118,266

TOTAL REVENUE $25,909,553

Expense Breakdown

Grants Paid $3,078,907

Salaries & Benefits $3,080,790

Fundraising Expenses $0

Program Expenses $14,610,271

Other Expenses $10,677,287

TOTAL EXPENSES $16,836,984

Year-over-Year Comparison

	2024	2023	Change
Revenue	$25,909,553	$24,388,950	+0.1%
Expenses	$16,836,984	$16,286,274	+0.0%
Net Income	$9,072,569	$8,102,676	+0.1%

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

$817,921

Total Directors

$739,142

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RONALD S ROCHON	DIRECTOR/PRESIDENT OF CSUF	1.00	Director	$0	$51,829	$235,398
KIMBERLY SHINER	EXECUTIVE DIRECTOR	10.00	Officer Director	$0	$70,493	$313,633
JON C SMITH	CHAIR	4.00	Officer Director	$0	$0	$0
DARREN JONES	CHAIR-ELECT & CHAIR, NOM. & GOV.	2.00	Officer Director	$0	$0	$0
PAUL CARTER	CHAIR, MARKETING COMMUNICATIONS	2.00	Officer Director	$0	$0	$0
AJA CLARKE	MEMBER AT LARGE	2.00	Officer Director	$0	$0	$0
SCOTT COLER	CHAIR, FINANCE AND INVESTMENT	2.00	Officer Director	$0	$0	$0
RACHELLE CRACCHIOLO	CO-CHAIR, ADVOCACY	2.00	Officer Director	$0	$0	$0
LAURIE HAACK	CHAIR, RESOURCE DEVELOPMENT	2.00	Officer Director	$0	$0	$0
PETER W MITCHELL	CO-CHAIR, ADVOCACY	2.00	Officer Director	$0	$0	$0
PAUL TREINEN	CHAIR, AUDIT	2.00	Officer Director	$0	$0	$0
LAURA ARCHULETA	DIRECTOR	1.00	Director	$0	$0	$0
MATT CLABAUGH	DIRECTOR	1.00	Director	$0	$0	$0
KRISTIN CRELLIN	DIRECTOR	1.00	Director	$0	$0	$0
VICTOR DOMINGUEZ	DIRECTOR	1.00	Director	$0	$0	$0
NATALIE FOUSEKIS	DIRECTOR	1.00	Director	$0	$61,279	$190,111
TERRY M GILES	DIRECTOR	1.00	Director	$0	$0	$0
GARY GREEN	DIRECTOR	1.00	Director	$0	$0	$0
KATHLEEN HODGE	DIRECTOR	1.00	Director	$0	$0	$0
TINA JAVID	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT JECHART	DIRECTOR	1.00	Director	$0	$0	$0
LARRY LABRADO	DIRECTOR	1.00	Director	$0	$0	$0
JOE MORALES	DIRECTOR	1.00	Director	$0	$0	$0
JONATHAN MORALES	DIRECTOR	1.00	Director	$0	$0	$0
SONNY NGUYEN	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT O'BRIEN	DIRECTOR	1.00	Director	$0	$0	$0
PAYMAN ROSHAN	DIRECTOR	1.00	Director	$0	$0	$0
PAMELA SCHWEITZER	DIRECTOR	1.00	Director	$0	$0	$0
DOUGLAS G STEWART	DIRECTOR	1.00	Director	$0	$0	$0
KATHLEEN L TAYLOR	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS VENHOFF	DIRECTOR (THRU 6/12/25)	1.00	Director	$0	$0	$0
JOSEPH CERVANTES	DIRECTOR	1.00	Director	$0	$0	$0
STEFANIE LIGHT	SECRETARY	12.00	Officer	$0	$75,816	$230,260
JASON ONO	CHIEF FINANCIAL OFFICER	30.00	Officer	$0	$75,860	$274,028

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	$25,909,553	$16,836,984	$238,476,708	$9,072,569
2024	No data	No data	No data	No data
2023	$24,861,367	$19,098,290	$198,095,769	$5,763,077
2022	$23,545,547	$9,682,935	$184,028,151	$13,862,612
2021	$61,222,330	$8,429,191	$185,411,080	$52,793,139
2020	$23,940,822	$9,278,694	$112,726,927	$14,662,128
2019	$21,011,816	$10,260,597	$98,088,698	$10,751,219
2018	$13,850,996	$10,620,706	$91,773,820	$3,230,290

CAL STATE FULLERTON PHILANTHROPIC FOUNDATION