CALIFORNIA STATE UNIVERSITY BAKERS… - 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

1969

Legal Domicile

Principal Officer

HEATH NIEMEYER

Phone

6616543579

Tax Period

2024-07-01 to 2025-06-30

CALIFORNIA STATE UNIVERSITY BAKERSFIELD FOUNDATION, founded in 1969, is a community nonprofit in the Education sector that reported $6.5M in total revenue in fiscal year 2024. Expenses of $6.2M left a modest 4% surplus.

Mission

THE FOUNDATION SUPPORTS CALIFORNIA STATE UNIVERSITY, BAKERSFIELD BY ADVOCATING ON BEHALF OF THE UNIVERSITY, FUNDRAISING FOR UNIVERSITY PROGRAMS AND ACTIVITIES, AND MANAGING THE FINANCES OF THE FOUNDATION AND THE UNIVERSITY ENDOWMENT.

Program Service Accomplishments

Program 1

Expenses: $4,979,263 Revenue: $548,428

CALIFORNIA STATE UNIVERSITY, BAKERSFIELD FOUNDATION PROVIDES ESSENTIAL SERVICES TO THE STUDENTS, FACULTY AND STAFF OF CALIFORNIA STATE UNIVERSITY BAKERSFIELD THAT CANNOT BE PROVIDED THROUGH STATE...

CALIFORNIA STATE UNIVERSITY, BAKERSFIELD FOUNDATION PROVIDES ESSENTIAL SERVICES TO THE STUDENTS, FACULTY AND STAFF OF CALIFORNIA STATE UNIVERSITY BAKERSFIELD THAT CANNOT BE PROVIDED THROUGH STATE PROCEDURES. THESE SERVICES INCLUDE SCHOLARSHIPS AND PROGRAM SUPPORT OF THE UNIVERSITY. THERE ARE APPROXIMATELY 10,000 STUDENTS.

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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 $3,660,155

Program Service Revenue $548,428

Investment Income $2,341,809

Other Revenue $-82,047

TOTAL REVENUE $6,468,345

Expense Breakdown

Grants Paid $2,169,393

Salaries & Benefits $1,525,344

Fundraising Expenses $380,986

Program Expenses $4,979,263

Other Expenses $2,501,179

TOTAL EXPENSES $6,195,916

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,468,345	$6,741,769	0.0%
Expenses	$6,195,916	$5,269,941	+0.2%
Net Income	$272,429	$1,471,828	-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

Volunteers

N/A

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

$1,642,646

Total Directors

$1,788,493

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CONNIE PEREZ-ANDREESEN	CHAIR OF THE BOARD	2.50	Officer Director	$0	$0	$0
DR KRISTEN WATSON	TREASURER	2.50	Officer Director	$0	$77,294	$322,880
DR VERNON B HARPER JR	UNIVERSITY PRESIDENT	2.50	Officer Director	$11,580	$144,754	$609,296
HEATH NIEMEYER	EXECUTIVE DIRECTOR	2.50	Officer Director	$0	$78,558	$317,339
THOM DAVIS	TREASURER / TERM 1.28.25	2.50	Officer Director	$7,440	$67,006	$393,131
NICK AMBROSINI	VICE CHAIR OF THE BOARD	2.50	Officer Director	$0	$0	$0
JACOB PANERO	DIRECTOR	2.50	Director	$0	$0	$0
STEVE ANDERSON	DIRECTOR	2.50	Director	$0	$0	$0
RAJI BRAR	DIRECTOR	2.50	Director	$0	$0	$0
OMAR HAYAT	DIRECTOR	2.50	Director	$0	$0	$0
MORGAN CLAYTON	DIRECTOR	2.50	Director	$0	$0	$0
MELINDA PALMER	DIRECTOR	2.50	Director	$0	$0	$0
MEGAN LOPEZ	DIRECTOR	2.50	Director	$0	$0	$0
JP LAKE	DIRECTOR	2.50	Director	$0	$0	$0
JON VAN BOENING	DIRECTOR	2.50	Director	$0	$0	$0
DR RAVI PATEL	DIRECTOR	2.50	Director	$0	$0	$0
GEOFFREY B KING	DIRECTOR	2.50	Director	$0	$0	$0
GREG BYNUM	DIRECTOR	2.50	Director	$0	$0	$0
DR JAVIER BUSTAMANTE	DIRECTOR	2.50	Director	$0	$0	$0
DR BRITTANY K SANCHEZ	FACULTY REPRESENTATIVE	2.50	Director	$0	$37,113	$130,593
ERIN PRUITT	ASI PRESIDENT	2.50	Director	$0	$0	$15,254
ANGELO MAZZEI	DIRECTOR	2.50	Director	$0	$0	$0
AMANDA RUIZ	PRESIDENT FOR ALUMNI ASSOCIATION	2.50	Director	$0	$0	$0
EMILY DURAN	DIRECTOR	2.50	Director	$0	$0	$0
XOCHITL M GARCIA	DIRECTOR	2.50	Director	$0	$0	$0
AIMEE BLAINE	DIRECTOR	2.50	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	$6,468,345	$6,195,916	$65,379,604	$272,429
2024	$6,741,769	$5,269,941	$62,258,639	$1,471,828
2023	$6,151,101	$6,783,232	$56,863,707	$-632,131
2022	$12,691,880	$10,216,013	$54,926,686	$2,475,867
2021	$14,984,541	$4,431,978	$60,187,638	$10,552,563
2020	$6,559,376	$4,789,488	$43,589,576	$1,769,888
2019	$7,169,678	$7,447,671	$40,391,094	$-277,993

CALIFORNIA STATE UNIVERSITY BAKERSFIELD FOUNDATION