CALIFORNIA STATE UNIVERSITY SAN MARCOS FOUNDATION (EIN 800390564) - 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

2009

Legal Domicile

Principal Officer

MICHELLE CLARK

Phone

7607504400

Tax Period

2024-07-01 to 2025-06-30

CALIFORNIA STATE UNIVERSITY SAN MARCOS FOUNDATION, founded in 2009, is a mid-sized nonprofit in the Health Care sector that reported $12.4M in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year. The organization ran a surplus of $5.2M, a strong 41% operating margin.

Mission

PROVIDE SUPPORT FOR CALIFORNIA STATE UNIVERSITY SAN MARCOS IN FULFILLING ITS MISSION.

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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 $9,124,409

Program Service Revenue $458,561

Investment Income $2,948,994

Other Revenue $-88,612

TOTAL REVENUE $12,443,352

Expense Breakdown

Grants Paid $2,441,301

Salaries & Benefits $1,885,387

Fundraising Expenses $0

Program Expenses $6,513,885

Other Expenses $2,963,409

TOTAL EXPENSES $7,290,097

Year-over-Year Comparison

	2024	2023	Change
Revenue	$12,443,352	$14,532,422	-0.1%
Expenses	$7,290,097	$6,293,524	+0.2%
Net Income	$5,153,255	$8,238,898	-0.4%

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

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

$1,344,201

Total Directors

$1,740,583

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SIMON KUO	VICE CHAIR	1.00	Officer Director	$0	$0	$0
EMILIE HERSH	CHAIR	1.00	Officer Director	$0	$0	$0
ELLEN NEUFELDT	PRESIDENT	1.00	Officer Director	$0	$61,119	$582,278
LEON WYDEN JR	TREASURER AND SECRETARY	1.00	Officer Director	$0	$79,004	$388,834
JESSICA BERGER	EXECUTIVE DIRECTOR	1.00	Officer Director	$0	$71,780	$373,089
DAMIAN MCKINNEY	DIRECTOR	1.00	Director	$0	$0	$0
TAYLOR SUTHERLAND	DIRECTOR	1.00	Director	$0	$0	$0
DAN EPSTEIN	DIRECTOR	1.00	Director	$0	$0	$0
JUSTIN PERRON	DIRECTOR	1.00	Director	$0	$63,887	$207,300
KARINA RAMIREZ GONZALEZ	DIRECTOR	1.00	Director	$0	$0	$6,536
ITSARELY PALMA CASTILLO	DIRECTOR	1.00	Director	$0	$0	$11,213
ALISHA WILKINS FRANKLIN	DIRECTOR	1.00	Director	$0	$0	$0
ESTHER PHAHLA	DIRECTOR	1.00	Director	$0	$0	$0
TOMMY FRIEDRICH	DIRECTOR	1.00	Director	$0	$0	$0
CHING-MING CHENG	DIRECTOR	1.00	Director	$0	$55,794	$169,333
JULIAN PARRA	DIRECTOR	1.00	Director	$0	$0	$0
INGO HENTSCHEL	DIRECTOR	1.00	Director	$0	$0	$0
KRISTIN CRELLIN	DIRECTOR	1.00	Director	$0	$0	$0
NATHANIEL KEIFER	DIRECTOR	1.00	Director	$0	$0	$0
KYLE CASEMENT	DIRECTOR	1.00	Director	$0	$0	$0
LOU MONVILLE	DIRECTOR	1.00	Director	$0	$0	$0
CARLEEN KREIDER	DIRECTOR	1.00	Director	$0	$0	$2,000
JASON SIMMONS	DIRECTOR	1.00	Director	$0	$0	$0
ANNIE NORVIEL	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE CLARK	DEFACTO OFFICER, EXECUTIVE DIRECTOR	0.00	Officer	$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	$12,443,352	$7,290,097	$71,955,543	$5,153,255
2024	$14,532,422	$6,293,524	$63,404,246	$8,238,898
2023	$7,581,215	$5,360,221	$50,872,000	$2,220,994
2022	$6,283,551	$4,747,676	$45,550,226	$1,535,875
2021	$4,219,912	$3,835,453	$49,794,337	$384,459
2020	$4,433,074	$5,414,886	$40,874,551	$-981,812
2019	$9,213,273	$5,778,545	$42,419,420	$3,434,728
2018	$9,551,940	$7,130,970	$38,416,062	$2,420,970

CALIFORNIA STATE UNIVERSITY SAN MARCOS FOUNDATION