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Nonprofit · EIN 23-7098729

NAVAL POSTGRADUATE SCHOOL FOUNDATION INC

Tax-exempt · MONTEREY, CA 93942

Financials

$3.7M$3.6M2022$11M$3.6M2023$16.9M$8.2M2024
Revenue Expenses · by fiscal year end
Financials of NAVAL POSTGRADUATE SCHOOL FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$16,867,458$8,157,734$8,709,724$31,433,982$3,340,356$28,093,626
June 30, 2024990$10,994,072$3,558,930$7,435,142$19,813,289$927,847$18,885,442
June 30, 2023990$3,693,672$3,591,947$101,725$10,003,346$587,229$9,416,117
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$16,308,792
of which government grants
$26,000
Program service revenue
$0
Investment income
$896,559
Net gain from sales of assets
$101,817
Net income from fundraising events
-$382,492
Net income from sales of inventory
$24,388
Other revenue
-$337,893

Expenses

Grants and similar amounts paid
$343,758
Compensation of officers, directors and key employees
$361,004
Other salaries and wages
$1,364,151
Salaries, compensation and benefits (total)
$2,026,883
Professional fundraising fees
$0
Occupancy
$4,157
Travel
$76,887
Depreciation
$183,456
Program services (functional)
$6,946,354
Management and general (functional)
$732,388
Fundraising (functional)
$478,992

Balance sheet and other

Total assets, start of year
$19,813,289
Total assets, end of year
$31,433,982
Total liabilities, end of year
$3,340,356
Net assets, end of year
$28,093,626
Land, buildings and equipment
$2,187,634
Net assets without donor restrictions
$6,925,511
Net assets with donor restrictions
$21,168,115
Gross receipts
$19,511,582
Employees
14
Volunteers
110
Year formed
1970
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.

NameTitleHours / weekCompensationOther / benefits
RICHARD PATTERSONCEO
Officer
40$270,746$127,600
TODD LYONSEXECUTIVE VICE PRESIDENT
Highest-paid employee
40$219,604$13,627
DEVIN SMILEYATHENA PROGRAM MANAGER
Highest-paid employee
40$147,832$12,220
ALYSSA OLSONVP OF STRAT. INITIATIVES
Highest-paid employee
40$118,747$23,913
DESIREE DILLEHAYVP OF STRAT. ALLIANCE
Highest-paid employee
40$118,550$8,274
TIMOTHY HUGHESATHENA SOFTWARE ENGINEER
Highest-paid employee
40$115,632$7,393
ANDREW PAULTRUSTEE
Trustee or director
2$0$0
SUSAN BYRNE MONTGOMERYTRUSTEE
Trustee or director
2$0$0
SCOTT NEGRITRUSTEE
Trustee or director
2$0$0
WILLIAM O'DONNELLTRUSTEE
Trustee or director
2$0$0
DANIEL OLIVERTRUSTEE
Trustee or director
2$0$0
LEONARD RIGGSTRUSTEE
Trustee or director
2$0$0
THOMAS PRESCOTTTRUSTEE
Trustee or director
2$0$0
DAVID RICETRUSTEE
Trustee or director
2$0$0
NORM WESLEYTRUSTEE
Trustee or director
2$0$0
19 more people on this return
NameTitleHours / weekCompensation
ANDREW ROSENBERGTRUSTEE
Trustee or director
2$0
ROBERT SKINNERTRUSTEE
Trustee or director
2$0
HANS USLARTRUSTEE
Trustee or director
2$0
MICHAEL MORGANTRUSTEE
Trustee or director
2$0
LISA LAPINTRUSTEE
Trustee or director
2$0
ANTON MARANOTRUSTEE
Trustee or director
2$0
STEVEN LERMANTRUSTEE
Trustee or director
2$0
MARK KAUFMANTRUSTEE
Trustee or director
2$0
ROBERT JAUNICH THRU 32025TRUSTEE
Trustee or director
2$0
KAREN HARGROVETRUSTEE
Trustee or director
2$0
CHRIS FUSSELLTRUSTEE
Trustee or director
2$0
RICHARD ELSTERTRUSTEE
Trustee or director
2$0
JAMES CAREYTRUSTEE
Trustee or director
2$0
KENNETH BEALLTRUSTEE
Trustee or director
2$0
HANK PLAINCHAIR
Trustee or director, Officer
2$0
PAUL GREGORYTREASURER
Trustee or director, Officer
2$0
EVAN ALLENSECRETARY
Trustee or director, Officer
2$0
DAN LYNCHTRUSTEE
Trustee or director
2$0
JOHN MICEKTRUSTEE
Trustee or director
2$0
990 for the year ended June 30, 2024: 32 people
NameTitleHours / weekCompensationOther / benefits
RICHARD PATTERSONCEO
Officer
40$247,612$141,983
TODD LYONSVP, RESEARCH
Highest-paid employee
40$191,721$13,326
CRAIG JOHNSONSECRETARY
Trustee or director, Officer
2$0$0
SUSAN MONTGOMERYTREASURER
Trustee or director, Officer
2$0$0
HANK PLAINCHAIRMAN
Trustee or director, Officer
2$0$0
MICHAEL MORGANTRUSTEE
Trustee or director
2$0$0
GARY COUGHLANTRUSTEE
Trustee or director
2$0$0
RICHARD ELSTERTRUSTEE
Trustee or director
2$0$0
KAREN HARGROVETRUSTEE
Trustee or director
2$0$0
PAUL GREGORYTRUSTEE
Trustee or director
2$0$0
DANIEL OLIVERTRUSTEE
Trustee or director
2$0$0
DAVID RICETRUSTEE
Trustee or director
2$0$0
ANDREW ROSENBERGTRUSTEE
Trustee or director
2$0$0
ANTON MARANOTRUSTEE
Trustee or director
2$0$0
WILLIAM TYLER IIITRUSTEE
Trustee or director
2$0$0
THOMAS PRESCOTTTRUSTEE
Trustee or director
2$0$0
LEONARD RIGGS JRTRUSTEE
Trustee or director
2$0$0
ROBERT SKINNERTRUSTEE
Trustee or director
2$0$0
EVAN ALLENTRUSTEE
Trustee or director
2$0$0
NORMAN WESLEYTRUSTEE
Trustee or director
2$0$0
CHRIS FUSSELLTRUSTEE
Trustee or director
2$0$0
KENNETH BEALLTRUSTEE
Trustee or director
2$0$0
LISA LAPINTRUSTEE
Trustee or director
2$0$0
STEVEN LERMANTRUSTEE
Trustee or director
2$0$0
HANS USLARTRUSTEE
Trustee or director
2$0$0
WILLIAM O'DONNELL JRTRUSTEE
Trustee or director
2$0$0
JAMES CAREYTRUSTEE
Trustee or director
2$0$0
ROBERT JAUNICHTRUSTEE
Trustee or director
2$0$0
MARK KAUFMANTRUSTEE
Trustee or director
2$0$0
ANDREW PAULTRUSTEE
Trustee or director
2$0$0
DAN LYNCHTRUSTEE
Trustee or director
2$0$0
JOHN MICEKTRUSTEE
Trustee or director
2$0$0
990 for the year ended June 30, 2023: 32 people
NameTitleHours / weekCompensationOther / benefits
RICHARD PATTERSONCEO
Officer
40$222,328$122,766
TODD LYONSVP, RESEARCH
Highest-paid employee
40$186,372$12,283
MICHAEL MORGANTRUSTEE
Trustee or director
2$0$0
GARY COUGHLANTRUSTEE
Trustee or director, Officer
2$0$0
RICHARD ELSTERTRUSTEE
Trustee or director
2$0$0
KAREN HARGROVETRUSTEE
Trustee or director
2$0$0
JULIE ROTHTREASURER
Trustee or director
2$0$0
CRAIG JOHNSONSECRETARY
Trustee or director, Officer
2$0$0
SUSAN MONTGOMERYTRUSTEE
Trustee or director
2$0$0
DANIEL OLIVERTRUSTEE
Trustee or director
2$0$0
HANK PLAINCHAIRMAN
Trustee or director, Officer
2$0$0
DAVID RICETRUSTEE
Trustee or director
2$0$0
ANDREW ROSENBERGTRUSTEE
Trustee or director
2$0$0
MICHAEL SHUTETRUSTEE
Trustee or director
2$0$0
WILLIAM TYLER IIITRUSTEE
Trustee or director
2$0$0
THOMAS PRESCOTTTRUSTEE
Trustee or director
2$0$0
LEONARD RIGGS JRTRUSTEE
Trustee or director
2$0$0
ROBERT SKINNERTRUSTEE
Trustee or director
2$0$0
EVAN ALLENTRUSTEE
Trustee or director
2$0$0
NORMAN WESLEYTRUSTEE
Trustee or director
2$0$0
CHRIS FUSSELLTRUSTEE
Trustee or director
2$0$0
KENNETH BEALLTRUSTEE
Trustee or director
2$0$0
LISA LAPINTRUSTEE
Trustee or director
2$0$0
STEVEN LERMANTRUSTEE
Trustee or director
2$0$0
SCOTT NEGRITRUSTEE
Trustee or director
2$0$0
WILLIAM O'DONNELL JRTRUSTEE
Trustee or director
2$0$0
JAMES CAREYTRUSTEE
Trustee or director
2$0$0
ROBERT JAUNICHTRUSTEE
Trustee or director
2$0$0
MARK KAUFMANTRUSTEE
Trustee or director
2$0$0
ANDREW PAULTRUSTEE
Trustee or director
2$0$0
DAN LYNCHTRUSTEE
Trustee or director
2$0$0
JOHN MICEKTRUSTEE
Trustee or director
2$0$0

Address and contacts

Address (IRS master file)
PO BOX 2316, MONTEREY, CA 93942-2316
Principal officer (990 for 2024)
RICH PATTERSON, PO BOX 2316, MONTEREY, CA 93942
Signed the 990
RICH PATTERSON, CEO
Phone
(831) 656-2339
Return prepared by
CLIFTONLARSONALLEN LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 23-7098729 or by the name NAVAL POSTGRADUATE SCHOOL FOUNDATION INC.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

OUR MISSION IS TO SUPPORT THE NAVAL POSTGRADUATE SCHOOL BY PROVIDING FUNDING AND PROGRAMMATIC SUPPORT FOR EDUCATION, RESEARCH, TECHNOLOGY DEVELOPMENT, INSTITUTIONAL INITIATIVES, AND COMMUNITY PROGRAMS THAT ADVANCE NATIONAL SECURITY AND SERVE NPS' MILITARY STUDENTS AND ALUMNI.

990 for the year ended June 30, 2025

Program accomplishments

  • THE NAVAL POSTGRADUATE SCHOOL FOUNDATION SUPPORTS THE PEOPLE OF THE NAVAL POSTGRADUATE SCHOOL, INCLUDING ACTIVE-DUTY STUDENTS, THEIR FAMILIES, FACULTY, STAFF, AND ALUMNI. THESE PROGRAMS STRENGTHEN QUALITY OF LIFE, COMMUNITY CONNECTION, AND CONTINUITY FOR SERVICE MEMBERS AND FAMILIES DURING RIGOROUS GRADUATE EDUCATION AND CONTINUED SERVICE.PEOPLE:THE NAVAL POSTGRADUATE SCHOOL FOUNDATION SUPPORTS THE 2,500+ ACTIVE-DUTY STUDENTS AND THEIR FAMILIES AT THE NAVAL POSTGRADUATE SCHOOL, ALONG WITH NEARLY 1,000 FACULTY, STAFF MEMBERS, AND 60,000+ ALUMNI MAKING UP THE NPS COMMUNITY. THE NPS STUDENT BODY CONSISTS OF 88% ACTIVE-DUTY SERVICE MEMBERS FROM ACROSS THE U.S. ARMED SERVICES, ALONG WITH OVER 200 INTERNATIONAL STUDENTS FROM APPROXIMATELY 50 PARTNER NATIONS.THE NPS FOUNDATION SUPPORTS PROGRAMS THAT IMPROVE QUALITY OF LIFE FOR NPS STUDENTS AND THEIR FAMILIES, HELPING THEM BUILD COMMUNITY, RELATIONSHIPS AND STRENGTHEN THE FAMILY UNIT DURING THEIR TIME IN MONTEREY. DURING FY 24-25, THE FOUNDATION SUPPORTED 20 RECREATION AND AFFINITY CLUBS WITHIN THE NPS COMMUNITY. APPROXIMATELY 1,000 NPS COMMUNITY MEMBERS, INCLUDING STUDENTS, FACULTY, STAFF, AND FAMILY MEMBERS, PARTICIPATE IN THESE CLUBS AT NO COST. CLUB ACTIVITIES SPAN A WIDE RANGE OF INTERESTS, INCLUDING CHESS, CYBER, CYCLING, DRONES, ENTREPRENEURSHIP, FLYING, GOLF, INTERNATIONAL AND LANGUAGE CIRCLES, MAKERS, MOTORCYCLE, RUNNING, SAILING, SKYDIVING, SOCCER, VEHICLES AND WINE. THESE CLUBS PROVIDE OPPORTUNITIES FOR LEADERSHIP DEVELOPMENT, SKILL-BUILDING AND COMMUNITY CONNECTION.THE NPS FOUNDATION ALSO OPERATES THE NPS ALUMNI ASSOCIATION, WHICH SUPPORTS LOCAL, REGIONAL AND INTERNATIONAL ALUMNI ENGAGEMENT. ALUMNI PROGRAMS INCLUDE NETWORKING EVENTS, PROFESSIONAL DEVELOPMENT OPPORTUNITIES AND ONGOING COMMUNICATIONS THAT HELP MAINTAIN LONG-TERM CONNECTION TO NPS. IN FY 24-25, THE FOUNDATION SUPPORTED ALUMNI PROGRAMS, MEMBERSHIP SERVICES AND ENGAGEMENT ACTIVITIES SERVING A DIVERSE ALUMNI POPULATION THAT INCLUDES MORE THAN 10,000 ACTIVE MEMBERS.
    Expenses $529,557 · grants $322,495
  • THE NAVAL POSTGRADUATE SCHOOL FOUNDATION SUPPORTS APPLIED RESEARCH AND EDUCATION AT THE NAVAL POSTGRADUATE SCHOOL BY PROVIDING FUNDING FOR RESEARCH TOOLS, GRANTS, FELLOWSHIPS, AND AWARDS ALIGNED WITH NATIONAL SECURITY PRIORITIES. THESE INVESTMENTS SUPPORT INTERDISCIPLINARY COLLABORATION AND STUDENT AND FACULTY RESEARCH ADDRESSING OPERATIONAL CHALLENGES.RESEARCH:THE NPS FOUNDATION SUPPORTS APPLIED RESEARCH AND EDUCATION AT THE NAVAL POSTGRADUATE SCHOOL BY PROVIDING FLEXIBLE FUNDING FOR RESEARCH TOOLS, GRANTS, FELLOWSHIPS AND AWARDS ALIGNED WITH NATIONAL SECURITY PRIORITIES. THESE INVESTMENTS SUPPORT INTERDISCIPLINARY COLLABORATION AND ENABLE STUDENTS AND FACULTY TO PURSUE RESEARCH ADDRESSING OPERATIONAL CHALLENGES.A CENTRAL COMPONENT OF THE FOUNDATION'S RESEARCH SUPPORT IS ATHENA, A DEFENSE-FOCUSED RESEARCH DISCOVERY AND COLLABORATION PLATFORM DEVELOPED AND OPERATED BY THE FOUNDATION. ATHENA ENABLES RESEARCHERS, SPONSORS AND LEADERS ACROSS NPS, THE NAVAL EDUCATION ENTERPRISE AND THE LARGER NAVY AND JOINT FORCE TO IDENTIFY, ACCESS AND ANALYZE RESEARCH ACTIVITY USING TOPICS OF INTEREST, SERVICE PRIORITIES AND OTHER FILTERS. THE PLATFORM SUPPORTS VISIBILITY ACROSS RESEARCH EFFORTS AND FACILITATES COLLABORATION AMONG STUDENTS, FACULTY AND EXTERNAL STAKEHOLDERS.
    Expenses $1,837,381
  • THE NAVAL POSTGRADUATE SCHOOL FOUNDATION SUPPORTS INSTITUTIONAL INITIATIVES THAT STRENGTHEN THE NAVAL POSTGRADUATE SCHOOL'S LONG-TERM CAPACITY TO EDUCATE NATIONAL SECURITY LEADERS AND CONDUCT APPLIED RESEARCH AND SOLUTION DEVELOPMENT FOR THE NAVAL AND JOINT FORCE. IN FY 24-25, THESE EFFORTS INCLUDED PLANNING AND DEVELOPMENT OF THE NAVAL INNOVATION CENTER AT NPS, INVESTMENTS IN ON-CAMPUS LABORATORIES, SECURE AND CLASSIFIED SPACES AND INFRASTRUCTURE, AND EVENTS THAT SUPPORT INDUSTRY AND GOVERNMENT PARTNERSHIP. INSTITUTION:THE NPS FOUNDATION SUPPORTS INSTITUTIONAL INITIATIVES THAT STRENGTHEN THE NAVAL POSTGRADUATE SCHOOL'S LONG-TERM CAPACITY TO EDUCATE, RESEARCH, AND DEVELOP SOLUTIONS FOR THE NAVAL AND JOINT FORCE. THESE EFFORTS FOCUS ON FACILITIES, INFRASTRUCTURE, PARTNERSHIPS, AND INSTITUTIONAL ENGAGEMENT THAT SUPPORT SOLUTION DELIVERY AND APPLIED RESEARCH.IN FY 24-25, THE FOUNDATION SUPPORTED PLANNING, PARTNERSHIPS, AND INFRASTRUCTURE RELATED TO THE NAVAL INNOVATION CENTER AT NPS, A FUTURE FACILITY THAT WILL SERVE AS A HUB FOR COLLABORATION, EXPERIMENTATION, APPLIED RESEARCH, AND SOLUTION DEVELOPMENT FOR THE NAVAL AND JOINT FORCE.FY 24-25 ALSO INCLUDED PLANNING AND EXECUTION OF THE EMERGING TECHNOLOGY SHOWCASE, WHICH CONVENES STUDENTS, FACULTY, GOVERNMENT, AND INDUSTRY PARTNERS TO HIGHLIGHT APPLIED RESEARCH, FOSTER COLLABORATION, AND STRENGTHEN PATHWAYS FROM RESEARCH TO OPERATIONAL RELEVANCE.INSTITUTIONAL SUPPORT IN FY 24-25 ALSO INCLUDED INFRASTRUCTURE THAT ENABLES ADVANCED COMPUTING, MODELING, SIMULATION AND AI EDUCATION AND EXPERIMENTATION, AND FACILITY UPGRADES TO LABORATORIES, INCLUDING CLASSIFIED SPACES, AND STUDENT COLLABORATION SPACES. THESE INVESTMENTS STRENGTHEN NPS' CAPACITY TO INTEGRATE EMERGING TECHNOLOGIES INTO EDUCATION AND RESEARCH AND TO SUPPORT COLLABORATION AMONG GOVERNMENT, INDUSTRY AND ACADEMIC PARTNERS.
    Expenses $4,579,416 · grants $21,263

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
23-7098729
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1971
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B11)
Assets (IRS master file)
$31,433,982
Income (IRS master file)
$19,511,582

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$16,867,458$8,157,734$31,433,982XML
990June 2024$10,994,072$3,558,930$19,813,289IRS
990June 2023$3,693,672$3,591,947$10,003,346XML
990June 2022$3,948,265$5,230,483$10,669,568IRS
990June 2021–––IRS
990December 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 23-7098729).

Questions about NAVAL POSTGRADUATE SCHOOL FOUNDATION INC

What is the EIN of NAVAL POSTGRADUATE SCHOOL FOUNDATION INC?
The employer identification number (EIN) of NAVAL POSTGRADUATE SCHOOL FOUNDATION INC is 23-7098729.
Is NAVAL POSTGRADUATE SCHOOL FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1971.
Are donations to NAVAL POSTGRADUATE SCHOOL FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does NAVAL POSTGRADUATE SCHOOL FOUNDATION INC 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 NAVAL POSTGRADUATE SCHOOL FOUNDATION INC 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 NAVAL POSTGRADUATE SCHOOL FOUNDATION INC 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 NAVAL POSTGRADUATE SCHOOL FOUNDATION INC?
The 990 for the year ended June 30, 2025 names RICH PATTERSON.
Who are the officers and directors of NAVAL POSTGRADUATE SCHOOL FOUNDATION INC?
The 990 for the year ended June 30, 2025 lists 34 people; 6 received compensation from the organization, the highest $270,746 (RICHARD PATTERSON, CEO).
How much revenue does NAVAL POSTGRADUATE SCHOOL FOUNDATION INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $16,867,458, expenses of $8,157,734 and total assets of $31,433,982 at year end.

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