CSUSB PHILANTHROPIC FOUNDATION (EIN 452255077) - 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

2011

Legal Domicile

Principal Officer

ROBERT J NAVA

Phone

9095375918

Tax Period

2022-07-01 to 2023-06-30

CSUSB PHILANTHROPIC FOUNDATION, founded in 2011, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $4.9M in total revenue in fiscal year 2022. Revenue fell 62% from the prior year — a significant decline worth monitoring. Net assets of $69.6M represent 170 months of operating reserves.

Mission

TO PROMOTE FUNDRAISING, ENCOURAGE DONATIONS FROM OUTSIDE PARTIES IN ORDER TO SUPPORT VARIOUS PROGRAMS AT CALIFORNIA STATE UNIVERSITY, SAN BERNARDINO.

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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 (2022)

Revenue Breakdown

Contributions & Grants $3,965,450

Program Service Revenue $0

Investment Income $948,537

Other Revenue $0

TOTAL REVENUE $4,913,987

Expense Breakdown

Grants Paid $1,673,505

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $4,607,980

Other Expenses $3,426,140

TOTAL EXPENSES $5,099,645

Year-over-Year Comparison

	2022	2021	Change
Revenue	$4,913,987	$12,858,472	-0.6%
Expenses	$5,099,645	$5,166,384	0.0%
Net Income	$-185,658	$7,692,088	-1.0%

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

$2,203,002

Total Directors

$2,505,523

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TOMAS D MORALES	PRESIDENT	1.00	Officer Director	$0	$112,047	$538,907
ROBERT J NAVA	EXECUTIVE DIRECTOR	1.00	Officer Director	$0	$97,154	$349,154
PAZ OLIVEREZ	VICE PRESIDENT, STUDENT AF	1.00	Officer Director	$0	$82,842	$319,092
SAMUEL SUDHAKAR	VICE PRESIDENT, INFORMATIO	1.00	Officer Director	$0	$63,339	$343,851
DOUGLAS R FREER	TREASURER & ASSISTANT SECR	1.00	Officer Director	$0	$106,459	$368,605
MONICA ALEJANDRE	SECRETARY	1.00	Officer Director	$0	$66,436	$197,692
ELLEN G WEISSER	IMMEDIATE PAST CHAIR	1.00	Director	$0	$0	$0
DONALD F AVERILL	OWNER EMERITUS, PPL INC.	1.00	Director	$0	$0	$0
HAAKON BROWN	FACULTY REPRESENTATIVE	1.00	Director	$0	$72,200	$239,136
WILLIAM M STEVENSON	CHAIR	1.00	Officer Director	$0	$33,432	$85,701
DOROTHY CHEN-MAYNARD	FACULTY REPRESENTATIVE	1.00	Director	$0	$47,612	$63,385
DEBBIE BROWN	COMMUNITY PHILANTHROPIST	1.00	Director	$0	$0	$0
GRACE GARNER	PALM SPRING CITY COUNCIL M	1.00	Director	$0	$0	$0
PAUL C GRANILLO	PRESIDENT & CEO, IEEP	1.00	Director	$0	$0	$0
W BENSON HARER JR	RETIRED PHYSICIAN	1.00	Director	$0	$0	$0
RODERICK HENDRY	FIRST VICE PRESIDENT, MORG	1.00	Director	$0	$0	$0
COLE R JACKSON	PARTNER, REISS, JACKSON &	1.00	Director	$0	$0	$0
MARK A KAENEL	RETIRED FIRST PRESIDENT, A	1.00	Director	$0	$0	$0
NEFERTITI LONG	CHIEF OPERATING OFFICER, A	1.00	Director	$0	$0	$0
GARY MCBRIDE	STRATEGIC PROJECTS DIRECTO	1.00	Director	$0	$0	$0
BARBARA MCGEE	CITY CLERK, CITY OF RIALTO	1.00	Director	$0	$0	$0
MUSTAFA MILBIS	COMMUNITY PHILANTHROPIST	1.00	Director	$0	$0	$0
LOUIS G MONVILLE III	SENIOR VICE PRESIDENT, RHC	1.00	Director	$0	$0	$0
MANISH PATEL	PHYSICIAN	1.00	Director	$0	$0	$0
STEVE PONTELL	CEO & PRESIDENT LJL	1.00	Director	$0	$0	$0
JAMES C RAMOS	ASSEMBLYMEMBER, 40TH CALIF	1.00	Director	$0	$0	$0
RHEANNA RODRIGUEZ	SENIOR VP, DIRECTOR OF SPE	1.00	Director	$0	$0	$0
PHILIP M SAVAGE IV	SHAREHOLDER, GRESHAM SAVAG	1.00	Director	$0	$0	$0
PAUL M SHIMOFF	PARTNER, SHIMOFF LAW CORPO	1.00	Director	$0	$0	$0
KAREN I SUAREZ	DIRECTOR, UPLIFT SAN BERNA	1.00	Director	$0	$0	$0
JUSTIN S SWANT	SVP, PRODUCT DEVELOPMENT &	1.00	Director	$0	$0	$0
EDWARD C TEYBER	RETIRED PROFESSOR, PSYCHOL	1.00	Director	$0	$0	$0
ELISE K TRAYNUM	FIRST GENERAL COUNSEL, ACL	1.00	Director	$0	$0	$0
JAIME CARTAGENA	PRACTICE GROUP DIRECTOR	1.00	Director	$0	$0	$0
JOHNNY L DAVIS	SPECIAL AGENT, FBI	1.00	Director	$0	$0	$0
PAOLA GALVEZ	PRESIDENT & CHAIR, ASI	1.00	Director	$0	$0	$0
RAFIK MOHAMED	PROVOST & VP, ACADEMIC AFFAIRS	1.00	Director	$0	$0	$0
SHANTHI SRINIVAS	PROFESSOR EMERITA, CAL POLY POMONA	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$4,913,987	$5,099,645	$72,317,545	$-185,658
2022	$12,858,472	$5,166,384	$67,987,629	$7,692,088
2021	$8,747,485	$4,638,943	$70,079,605	$4,108,542
2020	$4,288,363	$6,609,893	$60,268,333	$-2,321,530
2019	$9,768,592	$4,435,814	$62,035,133	$5,332,778
2018	$7,259,354	$4,266,616	$56,973,125	$2,992,738

CSUSB PHILANTHROPIC FOUNDATION