CALIFORNIA STATE UNIVERSITY LOS AN… - 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

1984

Legal Domicile

Principal Officer

JEFF POLTORAK

Phone

3233433550

Tax Period

2023-07-01 to 2024-06-30

CALIFORNIA STATE UNIVERSITY LOS ANGELES FOUNDATION, founded in 1984, is a mid-sized nonprofit in the Education sector that reported $12.7M in total revenue in fiscal year 2023. Revenue surged 282% from the prior year, signaling strong growth momentum. The organization ran a surplus of $9.0M, a strong 71% operating margin.

Mission

TO ENCOURAGE AND PROMOTE THE SCIENTIFIC, LITERARY, EDUCATIONAL, AND CHARITABLE PURPOSES OF CALIFORNIA STATE UNIVERSITY, LOS ANGELES (THE "UNIVERSITY") BY PROVIDING FINANCIAL ASSISTANCE THROUGH SCHOLARSHIPS, GRANTS, GIFTS, LOANS, AND OTHER MEANS TO THE UNIVERSITY.

Program Service Accomplishments

Program 1

Expenses: $1,659,937

TO ENCOURAGE AND PROMOTE THE SCIENTIFIC, LITERARY, EDUCATIONAL, AND CHARITABLE PURPOSES OF CALIFORNIA STATE UNIVERSITY, LOS ANGELES (THE"UNIVERSITY") BY PROVIDING FINANCIAL ASSISTANCE THROUGH...

TO ENCOURAGE AND PROMOTE THE SCIENTIFIC, LITERARY, EDUCATIONAL, AND CHARITABLE PURPOSES OF CALIFORNIA STATE UNIVERSITY, LOS ANGELES (THE"UNIVERSITY") BY PROVIDING FINANCIAL ASSISTANCE THROUGH SCHOLARSHIPS, GRANTS, GIFTS, LOANS, AND OTHER MEANS TO THE UNIVERSITY.

Program 2

Expenses: $625,735

GRANTS TO CALIFORNIA STATE UNIVERSITY, LOS ANGELES TO PROMOTE SCIENTIFIC, LITERARY AND EDUCATIONAL PROGRAMS.

Program 3

Expenses: $121,876

SCHOLARSHIPS TO CALIFORNIA STATE UNIVERSITY, LOS ANGELES AUXILIARY SERVICES, INC. AS AGENT FOR DISTRIBUTION.

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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 $2,290,231

Program Service Revenue $0

Investment Income $10,457,244

Other Revenue $0

TOTAL REVENUE $12,747,475

Expense Breakdown

Grants Paid $2,407,548

Salaries & Benefits $0

Fundraising Expenses $552,998

Program Expenses $2,407,548

Other Expenses $1,338,506

TOTAL EXPENSES $3,746,054

Year-over-Year Comparison

	2023	2022	Change
Revenue	$12,747,475	$3,338,299	+2.8%
Expenses	$3,746,054	$3,081,139	+0.2%
Net Income	$9,001,421	$257,160	+34.0%

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

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

$794,643

Total Directors

$1,823,812

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
OMEL A NIEVES	PRESIDENT	1.00	Officer Director	$0	$0	$0
CARLOS BELTRAN	TREASURER (AS OF 5/23)	5.00	Officer Director	$0	$77,196	$246,360
LEROY MORISHITA	EX-OFFICIO TRUSTEE	5.00	Officer Director	$0	$0	$229,311
WILLIAM LEWIS	VICE PRESIDENT (AS OF 1/23)	1.00	Officer Director	$0	$0	$0
ROBERT AVALOS	EXECUTIVE DIRECTOR	5.00	Officer Director	$0	$88,804	$318,972
BERNECEA JOHNSON EANES	EX-OFFICIO OFFICER (AS OF 01/24)	5.00	Officer Director	$0	$0	$0
BERTHA HARO	SECRETARY (AS OF 1/23)	1.00	Officer Director	$0	$0	$0
DWIGHT NAKATA	TRUSTEE	1.00	Director	$0	$0	$0
SALLY ZESUT	TRUSTEE (AS OF 01/23)	1.00	Director	$0	$0	$0
YAHIR FLORES	EX-OFFICIO TRUSTEE (STUDENT) FOR AY 23-24	1.00	Director	$0	$0	$0
KRISTINE BEZDECNY	EX-OFFICIO TRUSTEE	1.00	Director	$0	$40,383	$136,469
ANDRE AVRAMCHUK	EX-OFFICIO TRUSTEE, ACAD SENATE CHAIR (FY 23-24)	1.00	Director	$0	$64,927	$228,743
ANDREW KLEIN	TRUSTEE	1.00	Director	$0	$0	$0
LARRY ADAMSON	TRUSTEE (AS OF 01/24)	1.00	Director	$0	$0	$0
WILLIAM A COVINO	EX- OFFICIO TRUSTEE	1.00	Director	$0	$3,251	$203,052
NELSON ALGAZE	TRUSTEE	1.00	Director	$0	$0	$0
QUEEN E KING	EX-OFFICIO TRUSTEE	5.00	Director	$0	$53,025	$260,178
NILZA SERRANO	TRUSTEE (AS OF 01/24)	1.00	Director	$0	$0	$0
CHRISTOPHER GARLINGTON	TRUSTEE	1.00	Director	$0	$0	$0
WILLIE ZUNIGA	TRUSTEE (AS OF 04/23)	1.00	Director	$0	$0	$0
DEVIKA HAZRA	FACULTY TRUSTEE	1.00	Director	$0	$47,526	$200,727
MINA PACHECO NAZEMI	TRUSTEE	1.00	Director	$0	$0	$0
ROSARIO MARIN	TRUSTEE (AS OF 01/24)	1.00	Director	$0	$0	$0
MONGWEI WEE	TRUSTEE (AS OF 07/23)	1.00	Director	$0	$0	$0
ALEV LEWIS	TRUSTEE (AS OF 01/24)	1.00	Director	$0	$0	$0
JEFF POLTORAK	DEFACTO OFFICER START 01/2025	0.00	Officer	$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	$12,747,475	$3,746,054	$79,530,108	$9,001,421
2023	$3,338,299	$3,081,139	$74,794,156	$257,160
2022	$6,019,574	$3,468,060	$71,178,285	$2,551,514
2021	$9,587,096	$3,851,006	$78,449,898	$5,736,090
2020	$5,473,990	$3,304,177	$63,352,722	$2,169,813
2019	$6,187,359	$8,258,140	$59,399,615	$-2,070,781
2018	$6,326,449	$4,716,177	$61,171,056	$1,610,272

CALIFORNIA STATE UNIVERSITY LOS ANGELES FOUNDATION