Nonprofit · EIN 94-2618667
COLLEGE FUTURES FOUNDATION
Tax-exempt · OAKLAND, CA 94612
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $46,329,971 | $38,109,372 | $8,220,599 | $561,628,794 | $16,383,312 | $545,245,482 |
| December 31, 2023 | 990-PF | $35,356,300 | $40,940,966 | -$5,584,666 | $536,160,774 | $15,927,724 | $520,233,050 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $12,089,937
- Net gain from sales of assets
- $34,036,355
- Other income
- $203,679
Expenses
- Grants and similar amounts paid
- $17,839,146
- Compensation of officers, directors and key employees
- $1,183,534
- Salaries, compensation and benefits (total)
- $2,289,918
- Disbursements for charitable purposes
- $24,451,348
- Excise tax on investment income
- $496,711
Balance sheet and other
- Total assets, start of year
- $536,160,774
- Total assets, end of year
- $561,628,794
- Total liabilities, end of year
- $16,383,312
- Net assets, end of year
- $545,245,482
- Fair market value of assets
- $559,996,651
- Qualifying distributions
- $24,576,128
- Net investment income
- $44,549,640
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-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ORTIZ-OAKLEY ELOY 1999 HARRISON STREET SUITE 1900, OAKLAND, CA 94612 | PRESIDENT/CEO, BOARD MEMBER EX-OFFICIO | 37.5 | $562,208 | $102,442 |
| WALLACE PHILLIPPE 1999 HARRISON STREET SUITE 1900, OAKLAND, CA 94612 | CFO/COO | 37.5 | $459,326 | $92,256 |
| ELIZABETH GONZALEZ 1999 HARRISON STREET SUITE 1900, OAKLAND, CA 94612 | CHIEF PROGRAM AND ST Highest-paid employee | 37.5 | $398,279 | $97,280 |
| REGAN DOUGLASS 1999 HARRISON STREET SUITE 1900, OAKLAND, CA 94612 | SR. DIRECTOR OF COMM Highest-paid employee | 37.5 | $179,815 | $55,933 |
| SARA SANDHU 1999 HARRISON STREET SUITE 1900, OAKLAND, CA 94612 | SENIOR COMMUNICATION Highest-paid employee | 37.5 | $151,529 | $33,568 |
| TERESA LIEU 1999 HARRISON STREET SUITE 1900, OAKLAND, CA 94612 | STRATEGIC LEARNING O Highest-paid employee | 37.5 | $143,817 | $33,488 |
| DAVID GUZMAN 1999 HARRISON STREET SUITE 1900, OAKLAND, CA 94612 | IT MANAGER Highest-paid employee | 37.5 | $138,403 | $36,969 |
| LUCAS DONNA 1999 HARRISON STREET SUITE 1900, OAKLAND, CA 94612 | BOARD MEMBER, CHAIR (TO 12/24) | 3 | $30,000 | $0 |
| AVALOS ARNOLDO 1999 HARRISON STREET SUITE 1900, OAKLAND, CA 94612 | BOARD MEMBER | 1.5 | $16,000 | $0 |
| ESCUTIA MARTHA 1999 HARRISON STREET SUITE 1900, OAKLAND, CA 94612 | BOARD MEMBER | 1.5 | $16,000 | $0 |
| MENDONCA LENNY 1999 HARRISON STREET SUITE 1900, OAKLAND, CA 94612 | BOARD MEMBER | 1.5 | $16,000 | $0 |
| OUBRE LINDA 1999 HARRISON STREET SUITE 1900, OAKLAND, CA 94612 | BOARD MEMBER | 1.5 | $16,000 | $0 |
| SELDON WILLA 1999 HARRISON STREET SUITE 1900, OAKLAND, CA 94612 | BOARD MEMBER | 1.5 | $16,000 | $0 |
| SWEARENGIN ASHLEY 1999 HARRISON STREET SUITE 1900, OAKLAND, CA 94612 | BOARD MEMBER, VICE CHAIR | 1.5 | $16,000 | $0 |
| WHITMORE RICHARD 1999 HARRISON STREET SUITE 1900, OAKLAND, CA 94612 | BOARD MEMBER | 1.5 | $16,000 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| YAMAUCHI TIMOTHY 1999 HARRISON STREET SUITE 1900, OAKLAND, CA 94612 | BOARD MEMBER | 1.5 | $16,000 |
| YEE BETTY 1999 HARRISON STREET SUITE 1900, OAKLAND, CA 94612 | BOARD MEMBER | 1.5 | $4,000 |
| KARAVADRA KAILESH 1999 HARRISON STREET SUITE 1900, OAKLAND, CA 94612 | BOARD MEMBER | 1.5 | $0 |
990-PF for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ORTIZ-OAKLEY ELOY 1999 HARRISON STREET SUITE 1900, OAKLAND, CA 94612 | PRESIDENT/CEO, BOARD MEMBER EX-OFFICIO | 37.5 | $529,261 | $94,983 |
| WALLACE PHILLIPPE 1999 HARRISON STREET SUITE 1900, OAKLAND, CA 94612 | COO AND SECRETARY | 37.5 | $436,079 | $85,858 |
| ELIZABETH GONZALEZ 1999 HARRISON STREET SUITE 1900, OAKLAND, CA 94612 | CHIEF PROGRAM AND ST Highest-paid employee | 37.5 | $356,140 | $88,460 |
| KRYSTEN CURTIS 1999 HARRISON STREET SUITE 1900, OAKLAND, CA 94612 | ACTING CFO Highest-paid employee | 37.5 | $278,882 | $53,007 |
| SHAWN WHALEN 1999 HARRISON STREET SUITE 1900, OAKLAND, CA 94612 | PROGRAM DIRECTOR Highest-paid employee | 37.5 | $224,096 | $34,361 |
| REGAN DOUGLASS 1999 HARRISON STREET SUITE 1900, OAKLAND, CA 94612 | DIRECTOR OF COMMUNIC Highest-paid employee | 37.5 | $222,204 | $68,702 |
| RIA BHATT 1999 HARRISON STREET SUITE 1900, OAKLAND, CA 94612 | DIRECTOR OF PUBLIC P Highest-paid employee | 37.5 | $189,894 | $31,865 |
| LUCAS DONNA 1999 HARRISON STREET SUITE 1900, OAKLAND, CA 94612 | BOARD MEMBER, CHAIR | 3 | $30,000 | $0 |
| AVALOS ARNOLDO 1999 HARRISON STREET SUITE 1900, OAKLAND, CA 94612 | BOARD MEMBER | 1.5 | $16,000 | $0 |
| ESCUTIA MARTHA 1999 HARRISON STREET SUITE 1900, OAKLAND, CA 94612 | BOARD MEMBER | 1.5 | $16,000 | $0 |
| MENDONCA LENNY 1999 HARRISON STREET SUITE 1900, OAKLAND, CA 94612 | BOARD MEMBER | 1.5 | $16,000 | $0 |
| OUBRE LINDA 1999 HARRISON STREET SUITE 1900, OAKLAND, CA 94612 | BOARD MEMBER | 1.5 | $16,000 | $0 |
| SELDON WILLA 1999 HARRISON STREET SUITE 1900, OAKLAND, CA 94612 | BOARD MEMBER | 1.5 | $16,000 | $0 |
| SWEARENGIN ASHLEY 1999 HARRISON STREET SUITE 1900, OAKLAND, CA 94612 | VICE CHAIR | 1.5 | $16,000 | $0 |
| TAYLOR PETER 1999 HARRISON STREET SUITE 1900, OAKLAND, CA 94612 | BOARD MEMBER (THROUGH 12/31/23) | 1.5 | $16,000 | $0 |
| WHITMORE RICHARD 1999 HARRISON STREET SUITE 1900, OAKLAND, CA 94612 | BOARD MEMBER | 1.5 | $16,000 | $0 |
| YEE BETTY 1999 HARRISON STREET SUITE 1900, OAKLAND, CA 94612 | BOARD MEMBER | 1.5 | $12,000 | $0 |
Address and contacts
- Address (IRS master file)
- 1999 HARRISON ST STE 1900, OAKLAND, CA 94612-4732
- Signed the 990-PF
- PHILLIPPE WALLACE, CFO/COO
- Phone
- (415) 287-1800
- Website
- WWW.COLLEGEFUTURES.ORG
- Return prepared by
- BPM LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-2618667 or by the name COLLEGE FUTURES 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)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. 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 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 94-2618667
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1990
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Public and societal benefit (W60)
- Assets (IRS master file)
- $561,628,794
- Income (IRS master file)
- $46,964,625
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $46,329,971 | $38,109,372 | $561,628,794 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $35,356,300 | $40,940,966 | $536,160,774 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | 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 94-2618667).
Questions about COLLEGE FUTURES FOUNDATION
- What is the EIN of COLLEGE FUTURES FOUNDATION?
- The employer identification number (EIN) of COLLEGE FUTURES FOUNDATION is 94-2618667.
- Is COLLEGE FUTURES FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to COLLEGE FUTURES FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does COLLEGE FUTURES FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of COLLEGE FUTURES FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did COLLEGE FUTURES FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of COLLEGE FUTURES FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 18 people; 17 received compensation from the organization, the highest $562,208 (ORTIZ-OAKLEY ELOY, PRESIDENT/CEO, BOARD MEMBER EX-OFFICIO).
- How much revenue does COLLEGE FUTURES FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $46,329,971, expenses of $38,109,372 and total assets of $561,628,794 at year end.
Other nonprofits in OAKLAND
- CODE FOR AMERICA LABS EIN 27-1067272 · last filed 990 for 2024
- ALAMEDA COUNTY TOBACCO ASSET SECURITIZATION CORPORATION EIN 30-0033960 · last filed 990 for 2025
- UTILITY REFORM NETWORK EIN 23-7351081 · last filed 990 for 2025
- EAST BAY INNOVATION ACADEMY EIN 46-2428863 · last filed 990 for 2025
- CHANGELAB SOLUTIONS EIN 26-3710746 · last filed 990 for 2025
- BENEFICIAL STATE FOUNDATION EIN 20-5253663 · last filed 990 for 2024
- EMPOWER INITIATIVE EIN 45-2402944
- THE CENTER TO PROMOTE HEALTHCARE ACCESS INC EIN 59-3831966 · last filed 990 for 2025
All nonprofits in OAKLAND · California · Public and societal benefit