CAL POLY POMONA PHILANTHROPIC FOUNDATION (EIN 832300241) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2018

Legal Domicile

Principal Officer

DERRICK FANG

Phone

9098693419

Tax Period

2024-07-01 to 2025-06-30

CAL POLY POMONA PHILANTHROPIC FOUNDATION, founded in 2018, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $24.0M in total revenue in fiscal year 2024. Revenue fell 32% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $7.1M, a strong 30% operating margin.

Mission

TO PROMOTE, SECURE AND STEWARD PRIVATE SUPPORT FOR THE UNIVERSITY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $11,663,179

Program Service Revenue $92,020

Investment Income $12,734,931

Other Revenue $-454,672

TOTAL REVENUE $24,035,458

Expense Breakdown

Grants Paid $4,121,176

Salaries & Benefits $2,793,385

Fundraising Expenses $0

Program Expenses $14,378,408

Other Expenses $9,989,268

TOTAL EXPENSES $16,903,829

Year-over-Year Comparison

	2024	2023	Change
Revenue	$24,035,458	$35,446,161	-0.3%
Expenses	$16,903,829	$12,530,556	+0.3%
Net Income	$7,131,629	$22,915,605	-0.7%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✓ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$1,244,743

Total Directors

$2,915,042

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DOROTHY L ROBERTS	AUDIT COMMITTEE CHAIR	5.00	Officer Director	$0	$0	$0
DAVID P SINGELYN	VICE CHAIR	5.00	Officer Director	$0	$0	$0
DIANE G MILLER	BOARD CHAIR	5.00	Officer Director	$0	$0	$0
KRISTIN S CRELLIN	NOMINATIONS AND GOVERNANCE	5.00	Officer Director	$0	$0	$0
FRANCES TEVES	CEO & DIRECTOR	5.00	Officer Director	$0	$87,009	$371,882
JOHN J RESICH	FINANCE AND INVESTMENT COM. CHAIR	5.00	Officer Director	$0	$0	$0
MICHELE L GENDREAU	DEVELOPMENT COMMITTEE CHAIR	5.00	Officer Director	$0	$0	$0
YSABEL D TRINIDAD	CFO & DIRECTOR	5.00	Officer Director	$0	$123,429	$500,029
RODOLFO DURAN	DIRECTOR	2.00	Director	$0	$0	$0
WENDY M ROGERS	DIRECTOR	2.00	Director	$0	$0	$0
WALTER ALLEN	ALUMNI ASSOCIATE REPRESENTIVE	2.00	Director	$0	$0	$0
SUSAN K KELLOGG-BELL	DIRECTOR	2.00	Director	$0	$0	$0
SORAYA M COLEY	UNIVERSITY PRESIDENT & DIRECTOR	5.00	Director	$0	$156,763	$634,170
SEAN YU	DIRECTOR	2.00	Director	$0	$0	$0
SCOTT SCHORK	DIRECTOR	2.00	Director	$0	$0	$0
SANFORD L SMITH	DIRECTOR	2.00	Director	$0	$0	$0
S TERRI GOMEZ	PROVOST AND VICE PRESIDENT	5.00	Director	$0	$131,560	$470,211
CADE WHEELER	STUDENT REPRESENTATIVE	2.00	Director	$0	$0	$0
MIKE BECKAGE	DIRECTOR	2.00	Director	$0	$0	$0
MICHELLE CARDONA	INTERIM VICE PRESIDENT FOR ADMINSTRATION	5.00	Director	$0	$77,912	$298,288
MAJED R MUHTASEB	FACULTY REPRESENTATIVE	5.00	Director	$0	$78,119	$269,032
MARIA I ALVAREZ	DIRECTOR	2.00	Director	$0	$0	$0
BRETT D BERGLUND	DIRECTOR	2.00	Director	$0	$0	$0
JAWAAD MALIK	DIRECTOR	2.00	Director	$0	$0	$0
GANPAT I PATEL	DIRECTOR	2.00	Director	$0	$0	$0
CHRISTINA GONZALES	VICE PRESIDENT FOR STUDENT	5.00	Director	$0	$60,556	$371,430
LAWRENCE M GATES	DIRECTOR	2.00	Director	$0	$0	$0
AHMED A AL-KHATIB	DIRECTOR	2.00	Director	$0	$0	$0
DERRICK FANG DEFACTO OFFICER	CHIEF OPERATING OFFICER	0.00	Officer	$0	$0	$0
WINNY DONG	SECRETARY & FACULTY REP.	5.00	Officer	$0	$73,937	$218,906
DANIELE LECESNE	INTERIM COO & SPECIAL ADVISOR	5.00	Officer	$0	$0	$153,926

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	$24,035,458	$16,903,829	$290,537,647	$7,131,629
2024	$35,446,161	$12,530,556	$265,452,281	$22,915,605
2023	$8,048,667	$13,598,241	$233,128,639	$-5,549,574
2022	$20,250,176	$9,391,091	$212,751,456	$10,859,085
2021	$85,316,203	$7,075,280	$233,690,764	$78,240,923
2020	$157,486,002	$6,956,708	$154,737,366	$150,529,294

CAL POLY POMONA PHILANTHROPIC FOUNDATION