The University Foundation California State University Chico (EIN 951230865) - 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

1940

Legal Domicile

Phone

5308986811

Tax Period

2023-07-01 to 2024-06-30

The University Foundation California State University Chico, founded in 1940, is a mid-sized nonprofit in the Education sector that reported $15.4M in total revenue in fiscal year 2023. Revenue surged 37% from the prior year, signaling strong growth momentum. The organization ran a surplus of $6.0M, a strong 39% operating margin.

Mission

To administer all CSU, Chico related philanthropic activities.

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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 (2023)

Revenue Breakdown

Contributions & Grants $10,526,200

Program Service Revenue $780,788

Investment Income $4,085,172

Other Revenue $13,962

TOTAL REVENUE $15,406,122

Expense Breakdown

Grants Paid $4,926,513

Salaries & Benefits $927,215

Fundraising Expenses $780,068

Program Expenses $7,889,355

Other Expenses $3,536,738

TOTAL EXPENSES $9,390,466

Year-over-Year Comparison

	2023	2022	Change
Revenue	$15,406,122	$11,237,610	+0.4%
Expenses	$9,390,466	$9,254,437	+0.0%
Net Income	$6,015,656	$1,983,173	+2.0%

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

150

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

$594,956

Total Directors

$1,663,486

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ahmad Boura	CEO & Secretary, CSUC VP Advancement	2.0	Officer Director	$0	$68,367	$383,819
Catherine Pleasant	Board Vice Chair	2.0	Officer Director	$0	$0	$0
Chuck Nelsen	Board Chair	2.0	Officer Director	$0	$0	$0
Jamie Clyde	Treasurer, CSUC VP Bus & Finance	2.0	Officer Director	$0	$48,056	$211,137
Bob Kittredge	Board Member	2.0	Director	$0	$0	$0
Braydan Young	Board Member	2.0	Director	$0	$0	$0
Christina Nichols	Board Member	2.0	Director	$0	$0	$0
Cynthia Daley	Board Member/Faculty Member	2.0	Director	$0	$56,116	$193,612
Darryl Schoen	Board Member	2.0	Director	$0	$0	$0
Dave Heinsen	Board Member	2.0	Director	$0	$0	$0
Dave Scotto	Board Member	2.0	Director	$0	$0	$0
David Hodson	Board Past Chair	2.0	Director	$0	$0	$0
David Hufford	Board Member	2.0	Director	$0	$0	$0
Doug Guerrero	Board Member	2.0	Director	$0	$0	$0
Dr Thomas Reed	Board Memeber	2.0	Director	$0	$0	$0
Gayle Dilley	Board Member	2.0	Director	$0	$0	$0
Glen Thomas	Board Member	2.0	Director	$0	$0	$0
Jay Gilbert	Board Memeber	2.0	Director	$0	$0	$0
John Morrell	Board Member	2.0	Director	$0	$0	$0
Joyce Densmore-Thomas	Board Member	2.0	Director	$0	$0	$0
Kate Minderhoud	Board Member/Student	1.0	Director	$0	$0	$0
Leslie Cornick	Provost (start 01/24)	2.0	Director	$0	$0	$0
Marilyn Rees	Board Member	2.0	Director	$0	$0	$0
Matt Ober	Board Member	2.0	Director	$0	$0	$0
Mike Prime	Board Member	2.0	Director	$0	$0	$0
Nick Webber	Board Member	2.0	Director	$0	$0	$0
Olena Lacy	Board Member	2.0	Director	$0	$0	$0
Steve Perez	Board Member, CSUC President	2.0	Director	$0	$123,411	$475,593
Stuart Casillas	Board Member	2.0	Director	$0	$0	$0
Terence Lau	Board Member, CSUC Provost	2.0	Director	$0	$72,872	$399,325
Tim Sauer	Board Member	2.0	Director	$0	$0	$0
Tom Giustina	Board Chair	2.0	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	$15,406,122	$9,390,466	$139,967,834	$6,015,656
2023	$11,237,610	$9,254,437	$126,583,523	$1,983,173
2022	$18,411,728	$7,565,289	$117,965,122	$10,846,439
2021	$22,773,437	$7,620,522	$127,679,782	$15,152,915
2020	$11,469,732	$9,450,939	$91,966,484	$2,018,793
2019	$14,959,361	$9,996,026	$93,562,794	$4,963,335
2018	$12,237,810	$9,875,823	$90,703,540	$2,361,987

The University Foundation California State University Chico