CAL POLY POMONA FOUNDATION INC (EIN 952417645) - 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

1966

Legal Domicile

Principal Officer

JARED CEJA

Phone

9098693154

Tax Period

2023-07-01 to 2024-06-30

CAL POLY POMONA FOUNDATION INC, founded in 1966, is a mid-sized nonprofit in the Education sector that reported $97.8M in total revenue in fiscal year 2023.

Mission

TO AID THE EDUCATIONAL MISSION OF CALIFORNIA STATE POLYTECHNIC UNIVERSITY, POMONA.

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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 $22,077,519

Program Service Revenue $75,026,567

Investment Income $736,737

Other Revenue $0

TOTAL REVENUE $97,840,823

Expense Breakdown

Grants Paid $4,213,711

Salaries & Benefits $37,003,594

Fundraising Expenses $0

Program Expenses $78,990,848

Other Expenses $53,890,516

TOTAL EXPENSES $95,107,821

Year-over-Year Comparison

	2023	2022	Change
Revenue	$97,840,823	$102,046,596	0.0%
Expenses	$95,107,821	$88,080,493	+0.1%
Net Income	$2,733,002	$13,966,103	-0.8%

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

2672

Volunteers

350

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

$2,830,695

Total Directors

$3,218,349

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SORAYA M COLEY	CHAIR (UNTIL 5/24)/DIR. (AS OF 5/24)	0.50	Officer Director	$0	$165,405	$627,034
YSABEL D TRINIDAD	CHAIR (AS OF 5/24)	0.50	Officer Director	$0	$123,567	$441,757
JOHN W MCGUTHRY	SECRETARY/TREASURER (AS OF 5/24)	0.50	Officer Director	$0	$110,444	$387,624
TERRI GOMEZ	DIRECTOR	0.50	Director	$0	$105,258	$347,035
CHRISTINA GONZALES	VICE CHAIR (AS OF 5/24)	0.50	Officer Director	$0	$57,744	$342,136
FRANCES TEVES	DIRECTOR	0.50	Director	$2,500	$79,825	$325,304
JARED CEJA	CHIEF EXECUTIVE OFFICER	40.00	Officer	$232,116	$70,230	$302,346
AARON NEILSON	DIRECTOR OF DINING	40.00	Highest	$169,915	$68,466	$238,381
PHYLLIS NELSON	DIRECTOR	0.50	Director	$0	$61,196	$218,097
RANDY WALLACE JR	DIRECTOR REAL ESTATE & FACILITIES	40.00	Officer	$153,148	$58,634	$211,782
HOMEYRA SADAGHIANI	DIRECTOR	0.50	Director	$2,649	$63,660	$206,931
JOANNE MATHEW	CHIEF FINANCIAL OFFICER (UNTIL 3/24)	40.00	Officer	$161,991	$40,135	$202,126
CLINT AASE	DIRECTOR OF BOOKSTORE	40.00	Highest	$147,818	$42,932	$190,750
RICARDO QUINTERO	EXECUTIVE DIRECTOR OF TRIO	40.00	Highest	$134,740	$46,376	$181,116
DAVID CORRAL	ASSOCIATE DIRECTOR, DINING SERIVCES	40.00	Highest	$131,280	$42,718	$173,998
THOMAS SEKAYAN	CHIEF OPERATING OFFICER	40.00	Officer	$142,208	$17,199	$159,407
SHARI BENSON	CHIEF HUMAN RESOURCES OFFICER	40.00	Officer	$139,774	$16,709	$156,483
DAVID LAXAMANA	DIRECTOR OF UNIVERSITY VILLAGE	40.00	Highest	$114,664	$41,761	$156,425
APRIL JIMENEZ-VALADEZ	DIRECTOR	0.50	Director	$0	$49,483	$116,875
STEPHANIE PASTOR	DIRECTOR	0.50	Director	$0	$34,558	$111,641
KRIS ZOLETA	DIRECTOR	0.50	Director	$0	$29,151	$85,877
MEGAN SHADRICK	DIRECTOR	0.50	Director	$8,038	$0	$8,038
TARIQ MARJI	INTERIM CFO (AS OF 4/24)	40.00	Officer	$0	$0	$0
MARTIN SANCHO-MADRIZ	SECRETARY/TREASURER (UNTIL 5/24)	0.50	Officer Director	$0	$0	$0
MAYRA BROWN	AT-LARGE DIRECTOR	0.50	Director	$0	$0	$0
ERICA FRAUSTO-AGUADO	AT-LARGE DIRECTOR	0.50	Director	$0	$0	$0
DAVID SPEAK	AT-LARGE DIRECTOR	0.50	Director	$0	$0	$0
RUBY SUCHECKI	AT-LARGE DIRECTOR	0.50	Director	$0	$0	$0
MARYANN TOLANO LEVEQUE	AT-LARGE DIRECTOR	0.50	Director	$0	$0	$0
ALISON A BASKI	DIRECTOR	0.50	Director	$0	$0	$0
JENNIFER BROWN	DIRECTOR (UNTIL 12/23)	0.50	Director	$0	$0	$0
DANIEL FONCELLO	DIRECTOR (UNTIL 7/23)	0.50	Director	$0	$0	$0
EMILY HAN	DIRECTOR (UNTIL 7/23)	0.50	Director	$0	$0	$0
RITA KUMAR	DIRECTOR	0.50	Director	$0	$0	$0
CYNTHIA NELSON	DIRECTOR	0.50	Director	$0	$0	$0
LOWELL OVERTON	DIRECTOR	0.50	Director	$0	$0	$0
ANISSA S PATEL	DIRECTOR	0.50	Director	$0	$0	$0
OLIVER SANTOS	DIRECTOR	0.50	Director	$0	$0	$0
CADE WHEELER	DIRECTOR (UNTIL 5/24)	0.50	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	$97,840,823	$95,107,821	$214,322,565	$2,733,002
2023	$102,046,596	$88,080,493	$209,062,085	$13,966,103
2022	$62,836,658	$53,674,901	$190,787,176	$9,161,757
2021	$36,825,650	$43,567,023	$105,430,579	$-6,741,373
2020	$53,807,212	$209,566,266	$112,439,496	$-155,759,054
2019	$84,772,819	$73,484,632	$242,367,676	$11,288,187
2018	$75,034,627	$64,112,786	$243,310,152	$10,921,841

CAL POLY POMONA FOUNDATION INC