ASSOCIATED STUDENTS INC CALIFORNIA STATE POLYTECHNIC UNIV POMONA (EIN 952259044) - 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

1963

Legal Domicile

Principal Officer

LIZ ROOSA MILLAR

Phone

9098692800

Tax Period

2024-07-01 to 2025-06-30

ASSOCIATED STUDENTS INC CALIFORNIA STATE POLYTECHNIC UNIV POMONA, founded in 1963, is a mid-sized nonprofit in the Education sector that reported $22.7M in total revenue in fiscal year 2024. The organization ran a surplus of $5.7M, a strong 25% operating margin.

Mission

TO FOSTER STUDENT ADVOCACY, REPRESENTATION, ENGAGEMENT AND ACADEMIC SUCCESS.

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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 $0

Program Service Revenue $20,471,889

Investment Income $2,603,325

Other Revenue $-341,712

TOTAL REVENUE $22,733,502

Expense Breakdown

Grants Paid $254,500

Salaries & Benefits $9,708,978

Fundraising Expenses $0

Program Expenses $9,243,103

Other Expenses $7,106,644

TOTAL EXPENSES $17,070,122

Year-over-Year Comparison

	2024	2023	Change
Revenue	$22,733,502	$21,442,935	+0.1%
Expenses	$17,070,122	$17,755,656	0.0%
Net Income	$5,663,380	$3,687,279	+0.5%

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

832

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

$226,041

Total Directors

Key Employees

$185,340

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CADE WHEELER	PRESIDENT	5.00	Officer Director	$0	$0	$0
MEGAN SHADRICK	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
ANDREW SOEL	TRESURER (NON-VOTING)	5.00	Officer Director	$0	$0	$0
SIMONE MORGAN	ATTORNEY GENERAL (NON-VOTING)	5.00	Director	$0	$0	$0
ANISSA PATEL	ATTORNEY GENERAL	5.00	Director	$0	$0	$0
JAZMYN MENDOZA-RIOS	AGRICULTURE SENATOR	5.00	Director	$0	$0	$0
MEHEK JAIN	BUSINESS SENATOR	5.00	Director	$0	$0	$0
KAELYNN REYNAGA	CEIS SENATOR	5.00	Director	$0	$0	$0
TONY TRUONG	CEIS SENATOR	5.00	Director	$0	$0	$0
NUOYAN LI	CLASS SENATOR	5.00	Director	$0	$0	$0
MADISON DINA	CCHM SENATOR	5.00	Director	$0	$0	$0
MATTHEW SANCHEZ	ENGINEERING SENATOR	5.00	Director	$0	$0	$0
MARSHA PRANATA	ENV. DESIGN SENATOR	5.00	Director	$0	$0	$0
ALIUDDIN KHAJA	SCIENCE SENATOR	5.00	Director	$0	$0	$0
ANISSA PATEL	SENATOR-AT-LARGE (GREEK)/SENATOR PRO TEM	5.00	Director	$0	$0	$0
MOISES GONZALEZ	SENATOR-AT-LARGE (IHC)	5.00	Director	$0	$0	$0
SHERWIN WEERAKOON	SENATOR-AT-LARGE (MCC)/SENATOR PRO TEMPORE	5.00	Director	$0	$0	$0
AADI MEHTA	SENATOR-AT-LARGE (SIC)	5.00	Director	$0	$0	$0
LIZ ROOSA MILLAR	EXECUTIVE DIRECTOR	40.00	Officer	$184,642	$41,399	$226,041
KRISTA SMITH	ASSOCIATE EXECUTIVE DIRECTOR	40.00	Key Emp	$163,628	$21,712	$185,340
DANISHA LAWRENCE	DIRECTOR OF HUMAN RESOURCES	40.00	Highest	$137,921	$40,249	$178,170
VIRGINIA TEMPLETON	DIRECTOR OF ORGANIZATIONAL EFFECTIVENESS	40.00	Highest	$137,762	$31,841	$169,603
IVONNE CABEZAS	ASSOCIATE DIRECTOR OF FINANCIAL SERVICES	40.00	Highest	$103,710	$29,194	$132,904

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	$22,733,502	$17,070,122	$56,227,869	$5,663,380
2024	$21,442,935	$17,755,656	$51,775,168	$3,687,279
2023	$20,972,262	$17,989,495	$47,184,605	$2,982,767
2022	$21,400,695	$14,108,675	$43,036,726	$7,292,020
2021	$18,057,704	$10,888,774	$37,354,192	$7,168,930
2020	$19,252,961	$13,426,713	$30,202,151	$5,826,248
2019	$17,641,696	$15,305,344	$25,581,531	$2,336,352
2018	$16,497,555	$12,924,547	$21,563,609	$3,573,008

ASSOCIATED STUDENTS INC CALIFORNIA STATE POLYTECHNIC UNIV POMONA