Nonprofit · EIN 83-2300241
CAL POLY POMONA PHILANTHROPIC FOUNDATION
Tax-exempt · POMONA, CA 91768
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $24,035,458 | $16,903,829 | $7,131,629 | $290,537,647 | $2,945,140 | $287,592,507 |
| June 30, 2024 | 990 | $35,446,161 | $12,530,556 | $22,915,605 | $265,452,281 | $3,510,654 | $261,941,627 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $11,663,179
- Program service revenue
- $92,020
- Investment income
- $12,734,931
- Net gain from sales of assets
- $2,454,637
- Net income from fundraising events
- -$454,672
- Other revenue
- -$454,672
Expenses
- Grants and similar amounts paid
- $4,121,176
- Other salaries and wages
- $2,585,339
- Salaries, compensation and benefits (total)
- $2,793,385
- Professional fundraising fees
- $0
- Legal fees
- $79,079
- Travel
- $555,634
- Depreciation
- $143,935
- Program services (functional)
- $14,378,408
- Management and general (functional)
- $2,525,421
Balance sheet and other
- Total assets, start of year
- $265,452,281
- Total assets, end of year
- $290,537,647
- Total liabilities, end of year
- $2,945,140
- Net assets, end of year
- $287,592,507
- Land, buildings and equipment
- $8,467,246
- Publicly traded securities
- $252,503,157
- Net assets without donor restrictions
- $70,551,396
- Net assets with donor restrictions
- $217,041,111
- Gross receipts
- $68,717,008
- Employees
- 0
- Volunteers
- 20
- Year formed
- 2018
- 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 |
|---|---|---|---|---|---|
| SORAYA M COLEY | UNIVERSITY PRESIDENT & DIRECTOR Trustee or director | 5 | $0 | $477,407 | $156,763 |
| YSABEL D TRINIDAD | CFO & DIRECTOR Trustee or director, Officer | 5 | $0 | $376,600 | $123,429 |
| S TERRI GOMEZ | PROVOST AND VICE PRESIDENT Trustee or director | 5 | $0 | $338,651 | $131,560 |
| FRANCES TEVES | CEO & DIRECTOR Trustee or director, Officer | 5 | $0 | $284,873 | $87,009 |
| CHRISTINA GONZALES | VICE PRESIDENT FOR STUDENT Trustee or director | 5 | $0 | $310,874 | $60,556 |
| MICHELLE CARDONA | INTERIM VICE PRESIDENT FOR ADMINSTRATION Trustee or director | 5 | $0 | $220,376 | $77,912 |
| MAJED R MUHTASEB | FACULTY REPRESENTATIVE Trustee or director | 5 | $0 | $190,913 | $78,119 |
| WINNY DONG | SECRETARY & FACULTY REP. Officer | 5 | $0 | $144,969 | $73,937 |
| DANIELE LECESNE | INTERIM COO & SPECIAL ADVISOR Officer | 5 | $0 | $153,926 | $0 |
| DOROTHY L ROBERTS | AUDIT COMMITTEE CHAIR Trustee or director, Officer | 5 | $0 | $0 | $0 |
| DAVID P SINGELYN | VICE CHAIR Trustee or director, Officer | 5 | $0 | $0 | $0 |
| DIANE G MILLER | BOARD CHAIR Trustee or director, Officer | 5 | $0 | $0 | $0 |
| KRISTIN S CRELLIN | NOMINATIONS AND GOVERNANCE Trustee or director, Officer | 5 | $0 | $0 | $0 |
| JOHN J RESICH | FINANCE AND INVESTMENT COM. CHAIR Trustee or director, Officer | 5 | $0 | $0 | $0 |
| MICHELE L GENDREAU | DEVELOPMENT COMMITTEE CHAIR Trustee or director, Officer | 5 | $0 | $0 | $0 |
16 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RODOLFO DURAN | DIRECTOR Trustee or director | 2 | $0 |
| WENDY M ROGERS | DIRECTOR Trustee or director | 2 | $0 |
| WALTER ALLEN | ALUMNI ASSOCIATE REPRESENTIVE Trustee or director | 2 | $0 |
| SUSAN K KELLOGG-BELL | DIRECTOR Trustee or director | 2 | $0 |
| SEAN YU | DIRECTOR Trustee or director | 2 | $0 |
| SCOTT SCHORK | DIRECTOR Trustee or director | 2 | $0 |
| SANFORD L SMITH | DIRECTOR Trustee or director | 2 | $0 |
| CADE WHEELER | STUDENT REPRESENTATIVE Trustee or director | 2 | $0 |
| MIKE BECKAGE | DIRECTOR Trustee or director | 2 | $0 |
| MARIA I ALVAREZ | DIRECTOR Trustee or director | 2 | $0 |
| BRETT D BERGLUND | DIRECTOR Trustee or director | 2 | $0 |
| JAWAAD MALIK | DIRECTOR Trustee or director | 2 | $0 |
| GANPAT I PATEL | DIRECTOR Trustee or director | 2 | $0 |
| LAWRENCE M GATES | DIRECTOR Trustee or director | 2 | $0 |
| AHMED A AL-KHATIB | DIRECTOR Trustee or director | 2 | $0 |
| DERRICK FANG DEFACTO OFFICER | CHIEF OPERATING OFFICER Officer | 0 | $0 |
990 for the year ended June 30, 2024: 29 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SORAYA M COLEY | UNIVERSITY PRESIDENT & DIRECTOR Trustee or director, Officer | 5 | $0 | $461,355 | $165,680 |
| YSABEL D TRINIDAD | CFO & DIRECTOR Trustee or director, Officer | 5 | $0 | $318,066 | $123,692 |
| S TERRI GOMEZ | PROVOST AND VICE PRESIDENT OF ACADEMIC AFFAIRS Trustee or director, Officer | 5 | $0 | $241,653 | $105,383 |
| FRANCES TEVES | CEO & DIRECTOR Trustee or director, Officer | 5 | $0 | $242,854 | $81,485 |
| DOUGLAS D NELSON | COO & DIRECTOR - TERM NOVEMBER 2023 Trustee or director, Officer | 5 | $0 | $198,624 | $68,644 |
| MAJED R MUHTASEB | FACULTY REPRESENTATIVE Trustee or director | 5 | $0 | $187,960 | $75,036 |
| WINNY DONG | SECRETARY & FACULTY REPRESENTATIVE Trustee or director, Officer | 5 | $0 | $176,261 | $72,026 |
| CHRISTINA GONZALES | VICE PRESIDENT FOR STUDENT AFFAIRS Trustee or director | 5 | $0 | $44,094 | $35,915 |
| DANIELE LECESNE | INTERIM COO & SPECIAL ADVISOR Trustee or director, Officer | 5 | $0 | $38,203 | $0 |
| DIANE G MILLER | BOARD CHAIR Trustee or director, Officer | 5 | $0 | $0 | $0 |
| DAVID P SINGELYN | VICE CHAIR Trustee or director, Officer | 5 | $0 | $0 | $0 |
| DOROTHY L ROBERTS | AUDIT COMMITTEE CHAIR Trustee or director, Officer | 5 | $0 | $0 | $0 |
| MICHELE L GENDREAU | DEVELOPMENT COMMITTEE CHAIR Trustee or director, Officer | 5 | $0 | $0 | $0 |
| JOHN J RESICH | FINANCE AND INVESTMENT COMMITTEE CHAIR Trustee or director, Officer | 5 | $0 | $0 | $0 |
| KRISTIN S CRELLIN | NOMINATIONS AND GOVERNANCE Trustee or director, Officer | 5 | $0 | $0 | $0 |
| WALTER ALLEN | ALUMNI ASSOCIATE REPRESENT Trustee or director, Officer | 5 | $0 | $0 | $0 |
| AHMED A AL-KHATIB | DIRECTOR Trustee or director | 5 | $0 | $0 | $0 |
| MARIA I ALVAREZ | DIRECTOR Trustee or director | 5 | $0 | $0 | $0 |
| BRETT D BERGLUND | DIRECTOR Trustee or director | 5 | $0 | $0 | $0 |
| RODOLFO DURAN | DIRECTOR Trustee or director | 5 | $0 | $0 | $0 |
| LAWRENCE M GATES | DIRECTOR Trustee or director | 5 | $0 | $0 | $0 |
| SEAN YU | DIRECTOR Trustee or director | 5 | $0 | $0 | $0 |
| SUSAN K KELLOGG-BELL | DIRECTOR Trustee or director | 5 | $0 | $0 | $0 |
| JAWAAD MALIK | DIRECTOR Trustee or director | 5 | $0 | $0 | $0 |
| GANPAT I PATEL | DIRECTOR Trustee or director | 5 | $0 | $0 | $0 |
| WENDY M ROGERS | DIRECTOR Trustee or director | 5 | $0 | $0 | $0 |
| SCOTT SCHORK | DIRECTOR Trustee or director | 5 | $0 | $0 | $0 |
| SANFORD L SMITH | DIRECTOR Trustee or director | 5 | $0 | $0 | $0 |
| IKE SUZER | STUDENT REPRESENTATIVE Trustee or director | 5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3801 W TEMPLE AVE, POMONA, CA 91768-2557
- In care of
- % DANIEL MONTPLAISIR
- Mailing address (990-N for 2018)
- 3801 WEST TEMPLE AVENUE, POMONA CA 91768
- Principal officer (990 for 2024)
- DERRICK FANG, 3801 WEST TEMPLE AVENUE, POMONA, CA 91768
- Principal officer (990-N for 2018)
- DOUG NELSON, 3801 WEST TEMPLE AVENUE, POMONA CA 91768
- Signed the 990
- DERRICK FANG, CHIEF OPERATING OFFICER
- Phone
- (909) 869-3419
- Return prepared by
- ALDRICH CPAS AND ADVISORS LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 83-2300241 or by the name CAL POLY POMONA PHILANTHROPIC 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 SUPPORT AND ADVANCE THE MISSION OF CALIFORNIA STATE POLYTECHNIC UNIVERSITY, POMONA. TO FULFILL ITS MISSION, THE PHILANTHROPIC FOUNDATION PROMOTES, SECURES AND STEWARDS PRIVATE SUPPORT FOR THE UNIVERSITY THROUGH THE RECEIPT AND MANAGEMENT OF GIFT ASSETS, INCLUDING ENDOWMENT AND PROGRAM FUNDS.
Program accomplishments
- CREATION OF NEW ENDOWED FUNDS: NEW ENDOWED FUNDS ARE CREATED WHEN A DONOR PROVIDES A MINIMUM OF $50,000 OF FUNDING TOWARDS A SPECIFIC PROJECT OR SCHOLARSHIP. THE DONOR STIPULATES, AND THE FOUNDATION AGREES THAT THE ORIGINAL AMOUNT OF THE CONTRIBUTION WILL BE INVESTED AND A CERTAIN PERCENTAGE OF THE GIFT FUNDS WILL BE SPENT EACH YEAR.Expenses $6,826,596 · grants $1,000,492 · revenue $92,020
- STUDENT SUPPORT: SUPPORT COMES IN MANY FORMS INCLUDING EQUIPMENT USED IN LAB CLASSES, SUPPLIES NEEDED IN A CLASSROOM, AND TRAVEL EXPENSES RELATED TO CONFERENCES AND SEMINARS.Expenses $4,850,753 · grants $423,125
- SCHOLARSHIPS: SCHOLARSHIPS PROVIDE FINANCIAL SUPPORT FOR QUALIFIED STUDENTS. RECIPIENTS ARE SELECTED BASED ON CRITERIA ESTABLISHED BY THE DONOR. THAT COULD INCLUDE DEMONSTRATED FINANCIAL NEED OR FOR THOSE WITH A CERTAIN GPA WITHIN A PARTICULAR AREA OF STUDY.Expenses $2,701,059 · grants $2,697,559
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
- 83-2300241
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Organization supporting a government college or university
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2019
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T99)
- Assets (IRS master file)
- $290,537,647
- Income (IRS master file)
- $68,717,008
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $24,035,458 | $16,903,829 | $290,537,647 | XML |
| 990 | June 2024 | $35,446,161 | $12,530,556 | $265,452,281 | XML |
| 990 | June 2023 | $8,048,667 | $13,598,241 | $233,128,639 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990-N for 2018 Officer: DOUG NELSON | June 30, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
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 83-2300241).
Questions about CAL POLY POMONA PHILANTHROPIC FOUNDATION
- What is the EIN of CAL POLY POMONA PHILANTHROPIC FOUNDATION?
- The employer identification number (EIN) of CAL POLY POMONA PHILANTHROPIC FOUNDATION is 83-2300241.
- Is CAL POLY POMONA PHILANTHROPIC FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to CAL POLY POMONA PHILANTHROPIC FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CAL POLY POMONA PHILANTHROPIC 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 CAL POLY POMONA PHILANTHROPIC 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 CAL POLY POMONA PHILANTHROPIC 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 CAL POLY POMONA PHILANTHROPIC FOUNDATION?
- The 990 for the year ended June 30, 2025 names DERRICK FANG.
- Who are the officers and directors of CAL POLY POMONA PHILANTHROPIC FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 31 people; 0 received compensation from the organization.
- How much revenue does CAL POLY POMONA PHILANTHROPIC FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $24,035,458, expenses of $16,903,829 and total assets of $290,537,647 at year end.
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All nonprofits in POMONA · California · Philanthropy, voluntarism and grantmaking foundations