POMONA, CA
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)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.
TO SUPPORT AND ADVANCE THE MISSION OF CALIFORNIA STATE POLYTECHNIC UNIVERSITY, POMONA. TO FULFILL ITS MISSION, THE PHILANTHROPIC FOUNDATION PROMOTES, SECURES AND STEWARDS PRIVATE SUPPORT FOR THE UNIVERSITY THROUGH THE RECEIPT AND MANAGEMENT OF GIFT ASSETS, INCLUDING ENDOWMENT AND PROGRAM FUNDS.
CREATION OF NEW ENDOWED FUNDS: NEW ENDOWED FUNDS ARE CREATED WHEN A DONOR PROVIDES A MINIMUM OF $50,000 OF FUNDING TOWARDS A SPECIFIC PROJECT OR SCHOLARSHIP. THE DONOR STIPULATES, AND THE FOUNDATION...
CREATION OF NEW ENDOWED FUNDS: NEW ENDOWED FUNDS ARE CREATED WHEN A DONOR PROVIDES A MINIMUM OF $50,000 OF FUNDING TOWARDS A SPECIFIC PROJECT OR SCHOLARSHIP. THE DONOR STIPULATES, AND THE FOUNDATION AGREES THAT THE ORIGINAL AMOUNT OF THE CONTRIBUTION WILL BE INVESTED AND A CERTAIN PERCENTAGE OF THE GIFT FUNDS WILL BE SPENT EACH YEAR.
STUDENT SUPPORT: SUPPORT COMES IN MANY FORMS INCLUDING EQUIPMENT USED IN LAB CLASSES, SUPPLIES NEEDED IN A CLASSROOM, AND TRAVEL EXPENSES RELATED TO CONFERENCES AND SEMINARS.
SCHOLARSHIPS: SCHOLARSHIPS PROVIDE FINANCIAL SUPPORT FOR QUALIFIED STUDENTS. RECIPIENTS ARE SELECTED BASED ON CRITERIA ESTABLISHED BY THE DONOR. THAT COULD INCLUDE DEMONSTRATED FINANCIAL NEED OR FOR...
SCHOLARSHIPS: SCHOLARSHIPS PROVIDE FINANCIAL SUPPORT FOR QUALIFIED STUDENTS. RECIPIENTS ARE SELECTED BASED ON CRITERIA ESTABLISHED BY THE DONOR. THAT COULD INCLUDE DEMONSTRATED FINANCIAL NEED OR FOR THOSE WITH A CERTAIN GPA WITHIN A PARTICULAR AREA OF STUDY.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 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% |
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
Sign In| 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 |
| 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 |
Compare CAL POLY POMONA PHILANTHROPIC FOUNDATION with other nonprofits in California and across the country.