Nonprofit · EIN 20-1269904
NATIONAL UNIVERSITY FOUNDATION
Tax-exempt · SAN DIEGO, CA 92123
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $400,988 | $262,793 | $138,195 | $455,470 | $204,595 | $250,875 |
| June 30, 2024 | 990 | $112,680 | $0 | $112,680 | $112,680 | $0 | $112,680 |
| June 30, 2023 | 990 | $103,787,723 | $115,229,132 | -$11,441,409 | $0 | $0 | $0 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $332,238
- Program service revenue
- $0
- Investment income
- $0
- Net income from fundraising events
- $68,750
- Other revenue
- $68,750
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $138,535
- Other salaries and wages
- $76,274
- Salaries, compensation and benefits (total)
- $262,793
- Professional fundraising fees
- $0
- Program services (functional)
- $127,142
- Management and general (functional)
- $42,381
- Fundraising (functional)
- $93,270
Balance sheet and other
- Total assets, start of year
- $112,680
- Total assets, end of year
- $455,470
- Total liabilities, end of year
- $204,595
- Net assets, end of year
- $250,875
- Net assets with donor restrictions
- $250,875
- Gross receipts
- $400,988
- Employees
- 0
- Volunteers
- 3
- Year formed
- 2005
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MARK MILLIRON | PRESIDENT/CEO Trustee or director, Officer | 3 | $0 | $992,000 | $61,175 |
| KAREN WHITNEY | CFO Officer | 3 | $0 | $448,500 | $61,878 |
| DAVE LAWRENCE | FORMER CFO THRU 4/24 Former | 3.2 | $0 | $419,271 | $48,384 |
| MICHELLE BELLO | ASSISTANT SECRETARY Officer | 3 | $0 | $356,315 | $37,135 |
| NANCY ROHLAND | EXECUTIVE DIRECTOR THRU 6/25 Key employee | 3 | $0 | $304,081 | $44,380 |
| CHRISTOPHER GRAHAM | PRESIDENT BEG 6/25 Trustee or director, Officer | 0 | $0 | $301,813 | $32,021 |
| JEANNE CONNELLY | CHAIR Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| RICHARD CHISHOLM | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
| THOMAS TOPUZES | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DR MARK MILLIRON | PRESIDENT AND CEO Trustee or director, Officer | 3 | $0 | $983,556 | $38,391 |
| KAREN WHITNEY | CFO (AS OF 5/24) Officer | 3 | $0 | $419,956 | $53,540 |
| DAVE C LAWRENCE | CFO (THRU 4/24) Officer | 3 | $0 | $409,308 | $43,321 |
| MICHELLE BELLO | ASSISTANT SECRETARY Officer | 3 | $0 | $335,396 | $37,719 |
| NANCY ROHLAND | EXECUTIVE DIRECTOR Trustee or director, Officer | 3 | $0 | $310,108 | $34,937 |
| JEANNE CONNELLY | CHAIR (AS OF 10/23) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RICHARD CHISHOLM | TREASURER (AS OF 10/23) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| THOMAS TOPUZES | SECRETARY (AS OF 10/23) Trustee or director, Officer | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 36 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DR MICHAEL CUNNINGHAM | CHANCELLOR (THRU 3/2023) Officer | 45 | $1,037,305 | $34,923 |
| JOHN GOIN | EVP & COO Key employee | 45 | $436,766 | $35,080 |
| DAVE C LAWRENCE | EVP, ADMIN, FINANCE Officer | 45 | $428,302 | $41,032 |
| KAREN WHITNEY | EVP, STRAT & SUST Key employee | 45 | $402,830 | $48,780 |
| TOM STEWART | EVP, SJEDI Key employee | 45 | $374,508 | $47,031 |
| SANDI BEST | SVP, HR Key employee | 45 | $335,175 | $66,666 |
| NANCY ROHLAND | EVP, COMM & COM ENG Highest-paid employee | 45 | $350,670 | $35,209 |
| PATRICK PENDLETON | CIO Key employee | 45 | $323,409 | $51,032 |
| MICHELLE BELLO | SVP, ADMIN, FINANCE Officer | 45 | $327,397 | $43,475 |
| CHRIS RUSSO | CHIEF OF STAFF Key employee | 45 | $302,883 | $49,043 |
| CHRIS GRAHAM | WVP, WES Key employee | 45 | $303,629 | $42,671 |
| SCOTT PAGE | SVP, SEP Key employee | 45 | $299,329 | $46,808 |
| JOHN PATTERSON | VP, STRAT PARTNERSHIP Highest-paid employee | 45 | $257,843 | $77,945 |
| KEN BOUTELLE | SVP, ENROLL Highest-paid employee | 45 | $259,265 | $76,102 |
| IAN COOPER | SVP, STU OPS Highest-paid employee | 45 | $259,055 | $44,834 |
| DONNA-MARIE ARIAS | SVP CHG MGT Highest-paid employee | 45 | $277,213 | $4,120 |
| MICHELLE WEISS | INNOVATION - FORMER Former | 45 | $180,525 | $19,935 |
| DR RUTHANN HEINRICH | CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| DR E LEE RICE | VICE CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| RICHARD CHISHOLM | TREASURER Trustee or director, Officer | 3 | $0 | $0 |
| THOMAS TOPUZES | SECRETARY Trustee or director, Officer | 3 | $0 | $0 |
| CARLOS RODRIGUEZ | TRUSTEE Trustee or director | 3 | $0 | $0 |
| DAN PITTARD | TRUSTEE Trustee or director | 3 | $0 | $0 |
| DR ERLINDA MARTINEZ | TRUSTEE Trustee or director | 3 | $0 | $0 |
| HAROLD GREENBERG | TRUSTEE Trustee or director | 3 | $0 | $0 |
| HIEP QUACH | TRUSTEE Trustee or director | 3 | $0 | $0 |
| JEANNE CONNELLY | TRUSTEE Trustee or director | 3 | $0 | $0 |
| JOANNE PASTULA | TRUSTEE Trustee or director | 3 | $0 | $0 |
| KIM FOLSOM | TRUSTEE Trustee or director | 3 | $0 | $0 |
| LEE WILLS-IRVINE | TRUSTEE Trustee or director | 3 | $0 | $0 |
| MICHAEL R MCGILL | TRUSTEE Trustee or director | 3 | $0 | $0 |
| STACY ALLISON | TRUSTEE Trustee or director | 3 | $0 | $0 |
| TOM CLEVINGER | TRUSTEE Trustee or director | 3 | $0 | $0 |
| ANA GOMEZ CHAPMAN | TRUSTEE (THRU 7/2023) Trustee or director | 3 | $0 | $0 |
| TAHJAR ROAMARTINEZ | TRUSTEE (THRU 7/2023) Trustee or director | 3 | $0 | $0 |
| DR MARK MILLIRON | EX OFFICIO Trustee or director | 3 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 9388 LIGHTWAVE AVE, SAN DIEGO, CA 92123-1426
- In care of
- % JERRY C LEE
- Principal officer (990 for 2024)
- KAREN WHITNEY, 9388 LIGHTWAVE AVENUE, SAN DIEGO, CA 92123
- Signed the 990
- KAREN WHITNEY, CFO
- Phone
- (858) 642-8100
- Website
- FOUNDATION.NU.EDU
- Return prepared by
- CLIFTONLARSONALLEN LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 20-1269904 or by the name NATIONAL UNIVERSITY FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO CULTIVATE PARTNERSHIPS, SECURE RESOURCES, AND PRODUCTIVELY ENGAGE DONORS, ALUMNI, AND OTHER SUPPORTERS TO ADVANCE NU AND AFFILIATES IN THE ACHIEVEMENT OF THEIR VITAL WORK.
Program accomplishments
- IN ITS FIRST YEAR OF FULL OPERATIONS, NUF LAUNCHED ITS FUNDRAISING ACTIVITIES TO SUPPORT NATIONAL UNIVERSITY STUDENTS. INITIAL COSTS FOR THE FIRST YEAR INCLUDED INFRASTRUCTURE, TECHNOLOGY, REGISTRATIONS AND OTHER START-UP COSTS. NUF HOSTED ITS INAUGURAL SIGNATURE EVENT, ENGAGING DONORS, ALUMNI, AND COMMUNITY STAKEHOLDERS TO RAISE AWARENESS AND FUNDS FOR STUDENT SCHOLARSHIPS. PROCEEDS FROM THE EVENT ARE DESIGNATED TO HELP REDUCE FINANCIAL BARRIERS AND EXPAND EDUCATIONAL OPPORTUNITIES FOR ELIGIBLE NU STUDENTS.ADDITIONALLY, NUF ESTABLISHED KEY OPERATIONAL AND GOVERNANCE PRACTICES TO SUPPORT EFFECTIVE STEWARDSHIP OF DONOR FUNDS AND COMPLIANCE WITH NONPROFIT REQUIREMENTS. THESE FOUNDATIONAL EFFORTS POSITION NUF TO GROW ITS FUNDRAISING CAPACITY AND INCREASE NU STUDENT SUPPORT IN FUTURE YEARS.Expenses $127,142
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 20-1269904
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2007
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B12)
- Assets (IRS master file)
- $455,470
- Income (IRS master file)
- $400,988
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $400,988 | $262,793 | $455,470 | IRS |
| 990 | June 2024 | $112,680 | $0 | $112,680 | IRS |
| 990 | June 2023 | $103,787,723 | $115,229,132 | $0 | XML |
| 990 | June 2022 | $126,957,610 | $141,616,792 | $124,033,654 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-1269904).
Questions about NATIONAL UNIVERSITY FOUNDATION
- What is the EIN of NATIONAL UNIVERSITY FOUNDATION?
- The employer identification number (EIN) of NATIONAL UNIVERSITY FOUNDATION is 20-1269904.
- Is NATIONAL UNIVERSITY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2007.
- Are donations to NATIONAL UNIVERSITY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does NATIONAL UNIVERSITY FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of NATIONAL UNIVERSITY FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NATIONAL UNIVERSITY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of NATIONAL UNIVERSITY FOUNDATION?
- The 990 for the year ended June 30, 2025 names KAREN WHITNEY.
- Who are the officers and directors of NATIONAL UNIVERSITY FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does NATIONAL UNIVERSITY FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $400,988, expenses of $262,793 and total assets of $455,470 at year end.
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