THE UNIVERSITY FOUNDATION AT SACRA… - Form 990 Financial Data

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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

1986

Legal Domicile

Principal Officer

MICHAEL REZA

Phone

9162787326

Tax Period

2024-07-01 to 2025-06-30

THE UNIVERSITY FOUNDATION AT SACRAMENTO STATE, founded in 1986, is a mid-sized nonprofit in the Education sector that reported $24.1M in total revenue in fiscal year 2024. The organization ran a surplus of $14.9M, a strong 62% operating margin.

Mission

RAISE PRIVATE RESOURCES TO ADVANCE THE MISSION AND PRIORITIES OF THE UNIVERSITY AND SERVE AS AMBASSADORS IN THE COMMUNITY. PROVIDE STEWARDSHIP IN THE PRUDENT INVESTMENT OF RESOURCES AND ENSURE THE INTEGRITY OF THE FOUNDATION THROUGH ACCOUNTABILITY AND TRANSPARENCY.

Program Service Accomplishments

Program 1

Expenses: $8,175,070 Revenue: $0

THE UNIVERSITY FOUNDATION AT SACRAMENTO STATE INVESTS AND DISTRIBUTES FUNDS FOR THE BENEFIT OF THE UNIVERSITY. SINCE ITS INCEPTION IN 1987, THE UNIVERSITY FOUNDATION PROMOTES PHILANTHROPY TO PROVIDE A LEVEL OF EXCELLENCE BEYOND WHAT IS POSSIBLE THROUGH STATE FUNDS. LED BY A VOLUNTEER BOARD OF DIRECTORS COMPRISED OF PROMINENT PROFESSIONALS AND BUSINESS LEADERS, THE UNIVERSITY FOUNDATION IS THE UNIVERSITY'S PRIMARY PHILANTHROPIC AUXILIARY AND IS A TAX EXEMPT 501(C)(3) ORGANIZATION. THE BOARD OF DIRECTORS MEETS REGULARLY TO OFFER GUIDANCE ON INVESTMENTS AND THOROUGHLY MANAGE THE GIFT FUNDS TO ENSURE THAT THEY CAN FULFILL THEIR DESIGNATED PURPOSES. THE FOUNDATION ACCOUNTS FOR GIFTS AND CONTRIBUTIONS TO THE UNIVERSITY, ENSURING THAT THE FUNDS ARE APPLIED TO THE PURPOSES FOR WHICH THE DONOR INTENDED. CONTINUED ON SCHEDULE O.FUNDS MAY BE EXPENDED OR ENDOWED, PER DONOR DIRECTIONS; EARNINGS FROM ENDOWED FUNDS ARE GENERALLY EXPENDABLE AND DISTRIBUTED TO STUDENT SCHOLARSHIPS OR PROGRAMS IN ACCORDANCE WITH SPECIFICATIONS PROVIDED BY THE DONOR. THE UNIVERSITY FOUNDATION AT SACRAMENTO STATE IS DEDICATED TO SUPPORTING STUDENTS TO FURTHER THE UNIVERSITY'S MISSION TO PROVIDE AN EXCELLENT EDUCATION TO THOSE WHO ASPIRE TO EXPAND THEIR KNOWLEDGE AND PREPARE THEMSELVES FOR MEANINGFUL LIVES, CAREERS AND SERVICE TO THEIR COMMUNITY.

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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 $14,748,376

Program Service Revenue $0

Investment Income $9,310,690

Other Revenue $0

TOTAL REVENUE $24,059,066

Expense Breakdown

Grants Paid $4,071,880

Salaries & Benefits $0

Fundraising Expenses $190,500

Program Expenses $8,175,070

Other Expenses $4,953,325

TOTAL EXPENSES $9,181,518

Year-over-Year Comparison

	2024	2023	Change
Revenue	$24,059,066	$23,413,225	+0.0%
Expenses	$9,181,518	$7,475,902	+0.2%
Net Income	$14,877,548	$15,937,323	-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

$1,524,235

Total Directors

$1,725,554

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LUKE WOOD	SAC STATE PRES.	0.10	Officer Director	$0	$138,333	$683,665
JONATHAN BOWMAN	SAC STATE CFO, DIRECT. (THRU 7/24)	0.10	Officer Director	$0	$77,442	$433,400
MACHELLE MARTIN	VP, PEOPLE & CULT./CFO (7/24-2/25)	0.10	Officer Director	$0	$77,875	$308,699
AJAY SINGH	FACULTY REPRESENTATIVE	0.10	Director	$0	$52,333	$148,659
MICHAEL REZA	UNIV ADVMNT ADMIN (FROM 9/24)	0.10	Officer Director	$0	$21,367	$98,471
BERNICE BASS DE MARTINEZ	GOVERNANCE CHAIR	0.10	Director	$0	$0	$51,185
NATALY ANDRADE-DOMINGUEZ	SSP I	0.10	Director	$0	$0	$1,475
CHRIS MCALARY	INTERIM VP ADMIN-CFO (FROM 2/25)	0.10	Officer Director	$0	$0	$0
ALICE PEREZ	BOARD CHAIR	0.10	Officer Director	$0	$0	$0
RYAN MURPHY	VICE CHAIR	0.10	Officer Director	$0	$0	$0
GARRY MAISEL	CHAIR, FINANCE COMMITTEE	0.10	Officer Director	$0	$0	$0
SUE MCGINTY	BOARD SECRETARY	0.10	Officer Director	$0	$0	$0
TINA TREIS	CHAIR, AUDIT COMMITTEE	0.10	Director	$0	$0	$0
LORA ANGUAY	DIRECTOR	0.10	Director	$0	$0	$0
CHRISTINE AULT	DIRECTOR	0.10	Director	$0	$0	$0
MARGOT BACH	DIRECTOR	0.10	Director	$0	$0	$0
FRED BALDINI	DIRECTOR	0.10	Director	$0	$0	$0
DAVID BUGATTO	DIRECTOR	0.10	Director	$0	$0	$0
SONNEY CHONG	DIRECTOR (THRU 12/24)	0.10	Director	$0	$0	$0
VANESSA GUERRA	DIRECTOR	0.10	Director	$0	$0	$0
COLETTE HARRIS-MATHEWS	DIRECTOR	0.10	Director	$0	$0	$0
DEVIN LAVELLE	DIRECTOR	0.10	Director	$0	$0	$0
DAVID LOPEZ	DIRECTOR (THRU 2/25)	0.10	Director	$0	$0	$0
LEE RITCHEY	DIRECTOR (THRU 10/24)	0.10	Director	$0	$0	$0
RANDY SOLORIO	DIRECTOR (THRU 2/25)	0.10	Director	$0	$0	$0
PAM STEWART	DIRECTOR	0.10	Director	$0	$0	$0
SCOTT SYPHAX	DIRECTOR	0.10	Director	$0	$0	$0
HOLLY TICHE	DIRECTOR	0.10	Director	$0	$0	$0
BUD TRAVERS	DIRECTOR	0.10	Director	$0	$0	$0
SHARON TAKEDA	FORMER UNIV ADMIN	0.10		$0	$54,561	$267,033

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	$24,059,066	$9,181,518	$146,251,337	$14,877,548
2024	$23,413,225	$7,475,902	$127,817,878	$15,937,323
2023	$15,437,193	$6,730,901	$109,503,816	$8,706,292
2022	$14,749,605	$6,899,107	$93,463,770	$7,850,498
2021	$14,303,493	$4,890,870	$101,986,550	$9,412,623
2020	$14,061,610	$9,905,698	$76,146,918	$4,155,912
2019	$10,019,893	$7,656,992	$70,427,017	$2,362,901
2018	$11,010,571	$4,287,060	$67,342,867	$6,723,511

THE UNIVERSITY FOUNDATION AT SACRAMENTO STATE