Nonprofit · EIN 25-1540183
FOUNDATION FOR CALIFORNIA UNIVERSITY OF PENNSYLVANIA
Tax-exempt · CALIFORNIA, PA 15419
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990 | $7,846,105 | $6,064,930 | $1,781,175 | $58,336,638 | $10,105,033 | $48,231,605 |
| June 30, 2025 | 990 | $7,725,479 | $5,671,177 | $2,054,302 | $53,250,277 | $9,072,431 | $44,177,846 |
| June 30, 2024 | 990 | $5,535,288 | $5,828,428 | -$293,140 | $49,084,505 | $8,496,240 | $40,588,265 |
Financial details: 990 for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $1,612,000
- Program service revenue
- $3,108,956
- Investment income
- $3,047,135
- Net gain from sales of assets
- $2,299,531
- Net income from fundraising events
- $72,849
- Net income from gaming
- $5,165
- Other revenue
- $78,014
Expenses
- Grants and similar amounts paid
- $4,788,115
- Other salaries and wages
- $487,820
- Salaries, compensation and benefits (total)
- $626,523
- Professional fundraising fees
- $0
- Travel
- $59,809
- Depreciation
- $4,122
- Program services (functional)
- $5,384,527
- Management and general (functional)
- $680,403
Balance sheet and other
- Total assets, start of year
- $53,250,277
- Total assets, end of year
- $58,336,638
- Total liabilities, end of year
- $10,105,033
- Net assets, end of year
- $48,231,605
- Land, buildings and equipment
- $490
- Publicly traded securities
- $49,219,449
- Net assets without donor restrictions
- $3,411,690
- Net assets with donor restrictions
- $44,819,915
- Gross receipts
- $20,256,397
- Employees
- 5
- Volunteers
- 16
- Year formed
- 1986
- State of legal domicile
- PA
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, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DENISE SMITH | EXECUTIVE DIRECTOR Highest-paid employee | 37.5 | $163,766 | $9,369 |
| WILLIAM R BOOKER | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| REGAN E BORSO | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| JOHN LORENZI | VICE PRESIDENT Trustee or director, Officer | 7 | $0 | $0 |
| DARLA R HOLLEY-HOLMES | SECRETARY Trustee or director, Officer | 7 | $0 | $0 |
| JEFF M KOTULA | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| SHUJUANE MARTIN | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| JEFFREY S JAMES | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| KEITH CURRAN | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| PAUL L KANIA | TREASURER Trustee or director, Officer | 7 | $0 | $0 |
| WILLIAM R FLINN II | PRESIDENT Trustee or director, Officer | 7 | $0 | $0 |
| BETHANY HOAG-SALMEN | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| CHELSEA M PRATT | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| MATTHEW HUMBERT | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| TIMOTHY LITTLE | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BEVERLY ROSS | DIRECTOR Trustee or director | 0.5 | $0 |
| HARRY SERENE | DIRECTOR Trustee or director | 0.5 | $0 |
990 for the year ended June 30, 2025: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DENISE SMITH | EXECUTIVE DIRECTOR Highest-paid employee | 37.5 | $157,677 | $9,505 |
| WILLIAM R BOOKER | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| REGAN E BORSO | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| JOHN LORENZI | VICE PRESIDENT Trustee or director, Officer | 7 | $0 | $0 |
| DARLA R HOLLEY-HOLMES | SECRETARY Trustee or director, Officer | 7 | $0 | $0 |
| JEFF M KOTULA | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| MATTHEW JENKINS | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| JEFFREY S JAMES | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| KEITH CURRAN | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| PAUL L KANIA | TREASURER Trustee or director, Officer | 7 | $0 | $0 |
| WILLIAM R FLINN II | PRESIDENT Trustee or director, Officer | 7 | $0 | $0 |
| BETHANY HOAG-SALMEN | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| CHELSEA M PRATT | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| MATTHEW HUMBERT | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| TIMOTHY LITTLE | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| BEVERLY ROSS | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| HARRY SERENE | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
990 for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DENISE SMITH | EXECUTIVE DIRECTOR Highest-paid employee | 37.5 | $153,500 | $10,540 |
| COURTNEY MENANNO | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| THERESE J GASS | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| FREDERICK A RETSCH | VICE PRESIDENT Trustee or director, Officer | 7 | $0 | $0 |
| DARLA R HOLLEY-HOLMES | SECRETARY Trustee or director, Officer | 7 | $0 | $0 |
| JEFF M KOTULA | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| MATTHEW JENKINS | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| JEFFREY S JAMES | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| JOHN LORENZI | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| PAUL L KANIA | TREASURER Trustee or director, Officer | 7 | $0 | $0 |
| WILLIAM R FLINN II | PRESIDENT Trustee or director, Officer | 7 | $0 | $0 |
| BETHANY HOAG-SALMEN | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
| CHELSEA M PRATT | DIRECTOR Trustee or director | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 250 UNIVERSITY AVENUE CAMPUS BOX 59, CALIFORNIA, PA 15419-1341
- Principal officer (990 for 2025)
- PAUL KANIA, 71 NORTH MT VERNON AVENUE, UNIONTOWN, PA 15401
- Signed the 990
- PAUL KANIA, TREASURER
- Phone
- (724) 938-4329
- Return prepared by
- MCCLURE & WOLF LLP CPA'S
Mission
THE FOUNDATION'S PURPOSE IS TO SUPPORT AND SUPPLEMENT THE CHARITABLE, EDUCATIONAL, AND SCIENTIFIC ACTIVITIES AND PROGRAMS OF PENNSYLVANIA WESTERN UNIVERSITY PRIMARILY PENNWEST-CALIFORNIA (PENNWEST), PREVIOUSLY KNOWN AS CALIFORNIA UNIVERSITY OF PENNSYLVANIA (CALU).
Program accomplishments
- STUDENT RELATED SCHOLARSHIPS AND GRANTSExpenses $1,475,718 · grants $1,475,718
- GRANTS TO PENNSYLVANIA WESTERN UNIVERSITY-CALIFORNIA FOR VARIOUS PROGRAMS AND ACTIVITIES INCLUDING UNIVERSITY PROGRAMS AND COURSES, CAPITAL PROJECTS, FACULTY SUPPORT, AND BOOK PURCHASESExpenses $3,908,809 · grants $3,312,397 · revenue $5,408,487
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 | 990 on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 25-1540183
- 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
- 1987
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B114)
- Assets (IRS master file)
- $58,336,638
- Income (IRS master file)
- $20,256,397
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2026 | $7,846,105 | $6,064,930 | $58,336,638 | XML |
| 990 | June 2025 | $7,725,479 | $5,671,177 | $53,250,277 | XML |
| 990 | June 2024 | $5,535,288 | $5,828,428 | $49,084,505 | XML |
| 990 | June 2023 | $7,174,803 | $5,264,695 | $46,101,564 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 25-1540183).
Questions about FOUNDATION FOR CALIFORNIA UNIVERSITY OF PENNSYLVANIA
- What is the EIN of FOUNDATION FOR CALIFORNIA UNIVERSITY OF PENNSYLVANIA?
- The employer identification number (EIN) of FOUNDATION FOR CALIFORNIA UNIVERSITY OF PENNSYLVANIA is 25-1540183.
- Is FOUNDATION FOR CALIFORNIA UNIVERSITY OF PENNSYLVANIA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to FOUNDATION FOR CALIFORNIA UNIVERSITY OF PENNSYLVANIA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does FOUNDATION FOR CALIFORNIA UNIVERSITY OF PENNSYLVANIA 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 FOUNDATION FOR CALIFORNIA UNIVERSITY OF PENNSYLVANIA due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FOUNDATION FOR CALIFORNIA UNIVERSITY OF PENNSYLVANIA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2026.
- Who is the principal officer of FOUNDATION FOR CALIFORNIA UNIVERSITY OF PENNSYLVANIA?
- The 990 for the year ended June 30, 2026 names PAUL KANIA.
- Who are the officers and directors of FOUNDATION FOR CALIFORNIA UNIVERSITY OF PENNSYLVANIA?
- The 990 for the year ended June 30, 2026 lists 17 people; 1 received compensation from the organization, the highest $163,766 (DENISE SMITH, EXECUTIVE DIRECTOR).
- How much revenue does FOUNDATION FOR CALIFORNIA UNIVERSITY OF PENNSYLVANIA have?
- On its 990 for the year ended June 30, 2026 it reported revenue of $7,846,105, expenses of $6,064,930 and total assets of $58,336,638 at year end.
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