Nonprofit · EIN 33-0097360
IBEROAMERICANA UNIVERSITY FOUNDATION
Also known as PENOAC
Tax-exempt · SAN DIEGO, CA 92153
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $484,630 | $322,397 | $162,233 | $434,523 | $0 | $434,523 |
| December 31, 2024 | 990 | $455,506 | $217,500 | $238,006 | $272,290 | $0 | $272,290 |
| December 31, 2023 | 990-EZ | $125,760 | $129,958 | -$4,198 | $34,284 | – | $34,284 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $473,494
- Program service revenue
- $0
- Investment income
- $11,136
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $272,000
- Compensation of officers, directors and key employees
- $0
- Other salaries and wages
- $24,000
- Salaries, compensation and benefits (total)
- $25,836
- Professional fundraising fees
- $0
- Accounting fees
- $1,165
- Travel
- $2,842
- Program services (functional)
- $305,379
- Management and general (functional)
- $17,018
Balance sheet and other
- Total assets, start of year
- $272,290
- Total assets, end of year
- $434,523
- Total liabilities, end of year
- $0
- Net assets, end of year
- $434,523
- Net assets without donor restrictions
- $434,523
- Gross receipts
- $484,630
- Employees
- 0
- 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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN B MCNEECE III | Director Trustee or director | 0 | $0 |
| MARTIN SILVA SJ | Director Trustee or director | 0 | $0 |
| MARK CAMPBELL | Director Trustee or director | 0 | $0 |
| KLONIE KUNZEL | Director Trustee or director | 0 | $0 |
| IGNACIO HERNANDEZ | Director Trustee or director | 0 | $0 |
| ARTHUR STILLWELL | Vice President Trustee or director | 0 | $0 |
| DAVID UNGERLEIDER | President Officer | 0 | $0 |
| FRAN DOLAN | Secretary Officer | 0 | $0 |
| RODOLFO AGUILAR | Treasurer Officer | 0 | $0 |
990 for the year ended December 31, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN B MCNEECE III | Director Trustee or director | 0 | $0 |
| MARTIN SILVA SJ | Director Trustee or director | 0 | $0 |
| MARK CAMPBELL | Director Trustee or director | 0 | $0 |
| KLONIE KUNZEL | Director Trustee or director | 0 | $0 |
| IGNACIO HERNANDEZ | Director Trustee or director | 0 | $0 |
| ARTHUR STILLWELL | Vice President Trustee or director | 0 | $0 |
| DAVID UNGERLEIDER | President Officer | 0 | $0 |
| FRAN DOLAN | Secretary Officer | 0 | $0 |
| RODOLFO AGUILAR | Treasurer Officer | 0 | $0 |
990-EZ for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID UNGERLEIDER | President | 0 | $0 |
| JOHN B MCNEECE III | Director | 0 | $0 |
| MARTIN SILVA SJ | Director | 0 | $0 |
| FRAN DOLAN | Secretary | 0 | $0 |
| RODOLFO AGUILAR | Treasurer | 0 | $0 |
| MARK CAMPBELL | Director | 0 | $0 |
| KLONIE KUNZEL | Director | 0 | $0 |
| IGNACIO HERNANDEZ | Director | 0 | $0 |
| ARTHUR STILLWELL | Vice President | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 532233, SAN DIEGO, CA 92153-2233
- Signed the 990
- DAVID UNGERLEIDER, President
- Phone
- (619) 980-5997
- Return prepared by
- BULLEN RUCH & NELLER LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0097360 or by the name IBEROAMERICANA 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 PROVIDE SUPPORT TO THE CHARITABLE & EDUCATIONAL MISSION OF THE JESUIT RELIGIOUS ORDER, INCLUDING SUPPORT FOR CHARITABLE OR EDUCATION ORGINIZATIONS ESTABLISHED OR SPONSORED BY THE JESUIT RELIGIOUS ORDER TO CARRY OUT ITS CHARITABLE & EDUCATIONAL MISSION.
Program accomplishments
- TO RAISE FINANCIAL SUPPORT FOR THE BENEFIT AND OPERATION OF THE IBEROAMERICANA UNIVERSITY, AN INSTITUTION FOR JESUIT EDUCATION, OR FOR SUCH OTHER PURPOSES AS THE SOCIETY OF JESUS MAY DETERMINEExpenses $305,379
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 33-0097360
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1985
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $434,523
- Income (IRS master file)
- $484,630
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $484,630 | $322,397 | $434,523 | XML |
| 990 | December 2024 | $455,506 | $217,500 | $272,290 | XML |
| 990-EZ | December 2023 | $125,760 | $129,958 | $34,284 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990 | December 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 33-0097360).
Questions about IBEROAMERICANA UNIVERSITY FOUNDATION
- What is the EIN of IBEROAMERICANA UNIVERSITY FOUNDATION?
- The employer identification number (EIN) of IBEROAMERICANA UNIVERSITY FOUNDATION is 33-0097360.
- Is IBEROAMERICANA UNIVERSITY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
- Are donations to IBEROAMERICANA UNIVERSITY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does IBEROAMERICANA 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 IBEROAMERICANA UNIVERSITY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did IBEROAMERICANA UNIVERSITY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who are the officers and directors of IBEROAMERICANA UNIVERSITY FOUNDATION?
- The 990 for the year ended December 31, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does IBEROAMERICANA UNIVERSITY FOUNDATION have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $484,630, expenses of $322,397 and total assets of $434,523 at year end.
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