2026-02-20T09:58:20-06:00 2025-06-30 330526284 ALMICH & ASSOCIATES 26463 RANCHO PARKWAY SOUTH LAKE FOREST CA 92630 990 2024-07-01 542110067 ALLIANT EDUCATIONAL FOUNDATION ALLI 8586354561 10455 POMERADO ROAD SAN DIEGO CA 92131 VALIN BROWN CEO 8586354561 2026-02-19 1 0 JAMES A BERMUDEZ P00099878 9496007550 2026-02-19 2024 2025-03-06 01:10:19Z VALIN BROWN 10455 POMERADO ROAD SAN DIEGO CA 92131 3231907 0 X WWW.ALLIANTED.ORG X 2003 CA TO SUPPORT THE PREPARATION OF STUDENTS FOR PROFESSIONAL CAREERS OF SERVICE AND LEADERSHIP, WHILE PROMOTING THE DISCOVERY AND APPLICATION OF KNOWLEDGE TO IMPROVE THE LIVES OF PEOPLE IN DIVERSE CULTURES AND COMMUNITIES AROUND THE WORLD. 12 12 3 10 0 0 181105 150646 0 2710968 476096 370293 1770207 0 2427408 3231907 898590 1058525 0 0 395469 488332 0 22025 262340 1058721 2192406 2352780 3761288 74628 -529381 55984845 57822611 2013776 2122858 53971069 55699753 X THE ALLIANT EDUCATIONAL FOUNDATION BUILDS BRIDGES BETWEEN UNDER-RESOURCED COMMUNITIES, UNIVERSITIES, AND OTHER ORGANIZATIONS TO CREATE A MORE EQUITABLE, HEALTHY, AND JUST SOCIETY. 0 0 1030542 776980 2710968 AIU SCHOLARSHIPS: AEF PARTNERS WITH ALLIANT INTERNATIONAL UNIVERSITY (AIU) TO FUND SCHOLARSHIPS AND TUITION SUPPORT, BENEFITING OVER 500 STUDENTS ACROSS THE SEVEN CAMPUSES AND SCHOOLS WITHIN THE ALLIANT EDUCATIONAL SYSTEM. AEF ALSO MANAGES PRIVATE ENDOWMENT FUNDS THAT GENERATE ADDITIONAL REVENUE FOR SCHOLARSHIPS AND PROGRAMS FOR AIU STUDENTS. 324440 281545 0 AEF FELLOWS PROGRAM: THIS PROGRAM PROVIDES SUPPORT FOR STUDENTS ACROSS CALIFORNIA WHO ARE PURSUING PHD AND PSYD DEGREES IN CLINICAL PSYCHOLOGY. SELECTED BASED ON REFERRALS FROM FACULTY, A MAJORITY OF AEF FELLOWS SHARE A DEEP COMMITMENT TO SOCIAL JUSTICE AND COMMUNITY IMPACT, HAVE HIGH GPAS AND A FINANCIAL NEED. SOME ARE THE FIRST IN THEIR FAMILIES TO ATTEND COLLEGE OR GRADUATE SCHOOL. THIS PROGRAM IS DESIGNED TO SUPPORT UP TO 100 STUDENTS WITH MULTI-YEAR SCHOLARSHIPS, PEER CONNECTIONS, MENTORSHIP, AND MORE. 213724 0 0 MENTAL HEALTH CONSORTIUM: THIS PROGRAM HELPS PLACE PRACTICUM STUDENTS FROM ALLIANT'S CALIFORNIA SCHOOL OF PROFESSIONAL PSYCHOLOGY (CSPP) INTO NON-PROFIT SITES THAT HAVE IDENTIFIED THE NEED FOR CHILDREN'S MENTAL HEALTH SUPPORT. THE FOUNDATION AIMS TO BUILD MORE BRIDGES BETWEEN ALLIANT/CSPP AND THESE NEW NON-PROFIT ENTITIES AND HELP FUND THE CLINICAL SUPERVISION NEEDED FOR THESE GRADUATE STUDENTS. 56519 0 0 OTHER PROGRAM ACTIVITIES: AEF PROVIDES OVERSIGHT AND ADMINISTRATION OF SELECT GOVERNMENT GRANTS AND CONTRACTS DESIGNED TO PROMOTE AND ENHANCE ACADEMIC RESEARCH BY AIU FACULTY. AEF ALSO MANAGES SEVERAL ADDITIONAL PROJECTS AND PROGRAMS INCLUDING A POLICING AND MENTAL HEALTH INITIATIVE, AIU STUDENT FOOD AND SHELTER EMERGENCY FUND, INNOVATION SEED GRANT PROGRAM, AND OTHER PROGRAM INVESTMENTS ALIGNED WITH ITS MISSION. 56519 0 0 1625225 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 24 0 1 3 1 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X VALIN BROWN 8586354488 10455 POMERADO ROAD SAN DIEGO CA 92131 SUE AMMEN BOARD TRUSTEE 0.00 X 0 0 0 RON LONGINOTTI CHAIR 0.00 X 0 0 0 NATALIE PORTER IMMEDIATE PAST CHAIR 0.00 X 0 0 0 CONNELL PERSICO VICE CHAIR 0.00 X 0 0 0 MIKE PITTENGER BOARD TRUSTEE 0.00 X 0 0 0 JENNIFER TREESE WILSON SECRETARY 0.00 X 0 0 0 KIM ARNETT TREASURER 0.00 X 0 0 0 KRIS MOHANDIE BOARD TRUSTEE 0.00 X 0 0 0 DON WING BOARD TRUSTEE 0.00 X 0 0 0 KUMEA SHORTER-GOODEN BOARD TRUSTEE 0.00 X 0 0 0 CHARLES DEMPSEY BOARD TRUSTEE 0.00 X 0 0 0 CINDI MATSUMOTO BOARD TRUSTEE 0.00 X 0 0 0 M VALIN BROWN CEO 40.00 X 241841 0 18797 241841 0 18797 1 0 1 0 0 150646 150646 LEASE AND RENTAL REVEN 531120 2710968 2710968 2710968 370293 370293 3231907 2710968 0 370293 500000 500000 558525 558525 241841 88683 68514 84644 174598 64025 49464 61109 13057 4788 3699 4570 30879 11323 8748 10808 27957 10252 7920 9785 68534 3427 65107 79708 37044 40018 2646 22025 22025 32534 32534 55981 55981 46398 46398 5831 3305 1749 777 19357 10970 5807 2580 686490 686490 32452 18390 9736 4326 808455 808455 78084 44250 23425 10409 MENTAL HEALTH CONSORTIU 231224 231224 AEF PROGRAMS 23000 23000 OTHER EXPENSES - MISC 11952 6752 3602 1598 ALUMNI EVENTS 9267 9267 3139 2474 665 3761288 1625225 1873723 262340 392357 213431 4000 4100 843842 1258900 49101280 15658145 34251589 33443135 19918419 22388896 574638 514149 55984845 57822611 1292654 1301736 100000 721122 721122 2013776 2122858 X 45655844 47293770 8315225 8405983 53971069 55699753 55984845 57822611 -529381 2258065 0 X 0 1 X 1 0 X 176199 222230 239400 181105 150646 969580 1639226 2342877 2750717 2727765 2710968 12171553 1815425 2565107 2990117 2908870 2861614 13141133 0 0 0 13141133 251428 601178 486265 476096 370293 2185260 251428 601178 486265 476096 370293 2185260 2066853 3166285 3476382 3384966 3231907 15326393 0.85740 0.84090 0.14260 0.15910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8315224 14901 496053 43550 2123149 6659479 7619365 27620 873934 205695 8315224 7688442 22893 485324 577294 7619365 8265385 140023 -478119 238847 7688442 7631828 56437 841593 264473 8265385 0.00000 1.00000 0.00000 0 0 25847580 25847580 20002103 14842034 5160070 2825792 390306 2435485 425805 425805 0 33443135 OTHER LIABILITIES: LT ENVIRONMENTAL REMEDIATION LIABILITY 721122 721122 5457438 2258065 2258065 3199373 32534 32534 3231907 3728754 0 3728754 32534 32534 3761288 PART V, LINE 4: THE ENDOWMENT FUND IS USED TO FUND SCHOLARSHIPS AND GENERAL OPERATING ACTIVITIES OF ALLIANT EDUCATIONAL FOUNDATION. MANAGEMENT HAS DETERMINED THAT THE PRIOR YEAR BALANCE INCLUDES RESTRICTED FUNDS THAT ARE NOT CONSIDERED AS ENDOWED. AN ADJUSTMENT WAS MADE TO REFLECT THE CORRECTION TO THE BEGINNING BALANCE AND IS INCLUDED IN PART V LINE 1E, OTHER EXPENDITURE FOR FACILITIES AND PROGRAMS FOR THE CURRENT YEAR. X X X 1 CAROLYN ZOLLARS 7923 SITIO GRANADO CARLSBAD CA 92009 GRANDWRITING AND RESEARCH 0 60000 17025 60000 PROFFER GRANT CONSULTING 1255 E VISTA WAY SUITE 165 VISTA CA 92084 FOUNDATION PROSPECT RESEARCH PROJECT 0 0 5000 0 60000 22025 60000 1 ALLIANT INTERNATIONAL UNIVERSITY INC 10455 POMERADO ROAD SAN DIEGO CA 92131 205683516 500000 0 SCHOLARSHIPS BASED ON ACADEMIC ACHIEVEMENT 1 SCHOLARSHIPS BASED ON ACADEMIC ACHIEVEMENT 500 558525 PART I, LINE 2: ALL SCHOLARSHIPS AND FELLOWSHIPS MADE BY ALLIANT EDUCATIONAL FOUNDATION ARE TO STUDENTS OR FACULTY OF ALLIANT INTERNATIONAL UNIVERSITY WHO HAVE COMPLETED AN APPLICATION PROCESS. THE AWARD IS BASED ON WRITTEN SELECTION CRITERIA. GRANTS ARE MONITORED ON A REGULAR BASIS BY REVIEW OF DOCUMENTATION SUBMITTED FROM THE GRANTEE, AND ALL REPORTING IS PROVIDED TO THE GRANTOR IN ACCORDANCE WITH THE GRANT REQUIREMENTS. X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 M VALIN BROWN CEO 231841 0 10000 0 0 0 9674 0 9123 0 260638 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM WAS PREPARED IN CONJUNCTION WITH OUTSIDE ACCOUNTANTS FOR SENIOR MANAGEMENT REVIEW. THE EXECUTIVE COMMITTEE WAS PROVIDED DRAFTS FOR THEIR REVIEW PRIOR TO FILING WITH THE IRS. HOWEVER, THE FINAL FORM IS SIGNED BY THE CEO. FORM 990, PART VI, SECTION B, LINE 12C YES. PERSUANT TO ALLIANT EDUCATIONAL FOUNDATION POLICY, ON OR BEFORE JUNE 15TH EACH YEAR, ALLIANT EDUCATIONAL FOUNDATION GENERAL COUNSEL CIRCULATES THE ALLIANT EDUCATIONAL FOUNDATION'S REQUIRED ANNUAL CONFLICT OF INTEREST AND DISCLOSURE POLICY AND DISCLOSURE FORM TO OFFICERS, TRUSTEES, AND KEY EMPLOYEES FOR REVIEW AND COMPLETION. IF A CONFLICT IS DISCLOSED, ALLIANT EDUCATIONAL FOUNDATION GENERAL COUNSEL MAY BE ASKED TO REVIEW THE DISCLOSURE FORMS AND ADVISE THE EXECUTIVE COMMITTEE ON ANY POTENTIAL OR ACTUAL CONFLICTS OF INTEREST. ALLIANT EDUCATIONAL FOUNDATION'S POLICY ALSO REQUIRES ALL AFFECTED INDIVIDUALS TO UPDATE AND DISCLOSE THE CONFLICTS WITH CONCERNS AS THEY ARISE BETWEEEN DISCLOSURE CYCLES. ALLIANT EDUCATIONAL FOUNDATION COUNSEL WOULD, IF A CONFLICT IS DISCLOSED, COUNSEL THE INDIVIDUAL AS TO PROHIBITED TRANSACTIONS. TRUSTEES EXCUSE THEMSELVES FROM ANY DISCUSSION AND ACTION RELATED TO POTENTIAL OR ACTUAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS ANNUALLY REVIEWS AND SETS THE COMPENSATION OF ALLIANT EDUCATIONAL FOUNDATION'S CEO. THE COMMITTEE UTILIZES, AT THE COMMENCEMENT OF EACH CONTRACT TERM, COMPENSATION DATA, AN INDEPENDENT COMPENSATION CONSULTANT, AND INDEPENDENT LEGAL COUNSEL TO NEGOTIATE THE CEO'S CONTRACT. THE COMMITTEE ALSO ANNUALLY EVALUATES THE CEO'S PERFORMANCE. THE CEO REVIEWS AND APPROVES COMPENSATION FOR OTHER EMPLOYEES. THE CEO AND/OR A CONSULTANT HIRED TO ASSIST RESEARCHES AND COMPILES COMPARATIVE DATA FOR THE POSITIONS IN ORDER TO BENCHMARK APPROPRIATE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST.