CALIFORNIA STATE UNIVERSITY LONG BEACH RESEARCH FOUNDATION (EIN 956106694) - 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

1956

Legal Domicile

Principal Officer

SCOTT APEL

Phone

5629855537

Tax Period

2023-07-01 to 2024-06-30

CALIFORNIA STATE UNIVERSITY LONG BEACH RESEARCH FOUNDATION, founded in 1956, is a mid-sized nonprofit in the Education sector that reported $68.5M in total revenue in fiscal year 2023. Revenue surged 21% from the prior year, signaling strong growth momentum. Expenses of $62.2M left a modest 9% surplus.

Mission

SUPPORTING RESEARCH, COMMUNITY SERVICE, ENTREPRENEURSHIP, AND SPONSORED PROGRAMS.

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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 $56,792,387

Program Service Revenue $10,820,980

Investment Income $902,590

Other Revenue $0

TOTAL REVENUE $68,515,957

Expense Breakdown

Grants Paid $3,954,772

Salaries & Benefits $30,417,751

Fundraising Expenses $25,000

Program Expenses $60,016,702

Other Expenses $27,808,820

TOTAL EXPENSES $62,206,343

Year-over-Year Comparison

	2023	2022	Change
Revenue	$68,515,957	$56,437,353	+0.2%
Expenses	$62,206,343	$49,180,913	+0.3%
Net Income	$6,309,614	$7,256,440	-0.1%

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

1616

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

$2,269,041

Total Directors

$2,698,986

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR JANE CONOLEY	CHAIR	1.00	Officer Director	$12,000	$133,010	$624,482
DR KARYN SCISSUM GUNN	VICE CHAIR	1.00	Officer Director	$7,200	$60,619	$385,784
SCOTT APEL	TREASURER/CEO	1.00	Officer Director	$7,200	$127,053	$408,143
DR SIMON KIM	SECRETARY	1.00	Officer Director	$24,661	$90,948	$319,172
DR STEPHEN MEZYK	DIRECTOR	1.00	Director	$41,532	$63,559	$266,604
DR CURTIS BENNETT	DIRECTOR	1.00	Director	$0	$73,992	$279,987
DR BRIAN NOWLIN	DIRECTOR/COO (THRU 4/15/24)	40.00	Officer Director	$208,680	$31,178	$239,858
MARY MILLER	DIRECTOR (THRU 12/31/23)	1.00	Director	$0	$0	$0
ROBERT FREAR	DIRECTOR	1.00	Director	$0	$64,416	$174,956
MITALI JAIN	STUDENT BODY PRES (THRU 5/31/24)	1.00	Director	$0	$0	$0
NIKKI MAJIDI	STUDENT BODY PRES	1.00	Director	$0	$0	$0
WALTER LARKINS	DIRECTOR	1.00	Director	$0	$0	$0
KATHERINE KIRCHHOFF	DIRECTOR	1.00	Director	$0	$0	$0
MILTON ORDONEZ	ASSISTANT TREASURER	1.00	Officer	$0	$72,872	$291,602
RON MARK	PROGRAM DIRECTOR	40.00	Highest	$167,422	$42,160	$209,582
ELIZABETH PINGLE-HORNSBY	PROJECT COORDINATOR	40.00	Highest	$153,181	$33,126	$186,307
ARLINDA REYES	DIR. OF FINANCE & REPORTING	40.00	Highest	$138,042	$30,357	$168,399
MONICA MALIN	PROJECT DIRECTOR	40.00	Highest	$131,164	$13,116	$144,280
DANIEL MONSON	MENS HEAD BASKETBALL COACH	10.00	Highest	$220,065	$126,792	$632,934

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	$68,515,957	$62,206,343	$184,033,858	$6,309,614
2023	$56,437,353	$49,180,913	$181,939,719	$7,256,440
2022	$49,511,748	$42,873,639	$178,267,984	$6,638,109
2021	$47,333,000	$47,564,841	$99,123,529	$-231,841
2020	$50,255,906	$46,141,345	$100,699,557	$4,114,561
2019	$51,302,104	$46,921,448	$101,797,627	$4,380,656

CALIFORNIA STATE UNIVERSITY LONG BEACH RESEARCH FOUNDATION