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Nonprofit · EIN 94-3250114

UNIVERSITY OF CALIFORNIA MERCED FOUNDATION

Tax-exempt · MERCED, CA 95343

Financials

$7.2M$7.8M2022$6.7M$4.4M2023$4.7M$4.6M2024
Revenue Expenses · by fiscal year end
Financials of UNIVERSITY OF CALIFORNIA MERCED FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$4,710,602$4,567,189$143,413$42,157,644$870,678$41,286,966
June 30, 2024990$6,702,415$4,359,769$2,342,646$38,885,221$778,915$38,106,306
June 30, 2023990$7,226,089$7,795,245-$569,156$33,336,630$658,141$32,678,489
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$3,817,777
of which government grants
$170,000
Program service revenue
$0
Investment income
$892,825
Net gain from sales of assets
$543,958
Other revenue
$0

Expenses

Grants and similar amounts paid
$4,567,189
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$4,567,189

Balance sheet and other

Total assets, start of year
$38,885,221
Total assets, end of year
$42,157,644
Total liabilities, end of year
$870,678
Net assets, end of year
$41,286,966
Net assets without donor restrictions
$2,610,993
Net assets with donor restrictions
$38,675,973
Gross receipts
$5,648,460
Employees
0
Volunteers
48
Year formed
1996
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 / weekCompensationFrom related orgsOther / benefits
JUAN SANCHEZ MUNOZEX-OFFICIO MEMBER
Trustee or director
1$0$619,455$59,644
E EDWARD KLOTZBIERPRESIDENT/CEO
Trustee or director, Officer
10$0$363,920$23,549
ELIZABETH CARLSONVICE PRESIDENT
Trustee or director, Officer
16$0$211,281$16,751
ART KAMANGARSECRETARY
Trustee or director, Officer
1$0$0$0
CURTIS A RIGGSIMMEDIATE PAST CHAIR
Trustee or director, Officer
1$0$0$0
MONYA LANECHAIR
Trustee or director, Officer
1$0$0$0
SIDNEY ISRAELSTREASURER
Trustee or director, Officer
1$0$0$0
TRACY PROIETTIVICE CHAIR/CHAIR-ELECT/CULTIVATING HEALTHY SOCIETIES WORK GROUP CO-CHAIR
Trustee or director, Officer
1$0$0$0
ANTONIO VILLARAIGOSATRUSTEE
Trustee or director
1$0$0$0
BRENDA PANNELL-NASHTRUSTEE
Trustee or director
1$0$0$0
CHRISTINE LONGTRUSTEE
Trustee or director
1$0$0$0
CHRISTOPHER KENNEDY JRTRUSTEE
Trustee or director
1$0$0$0
CYRIL L LAWRENCETRUSTEE
Trustee or director
1$0$0$0
DARYL G HATANOTRUSTEE
Trustee or director
1$0$0$0
DENISE WATKINSMEMBER AT LARGE
Trustee or director
1$0$0$0
33 more people on this return
NameTitleHours / weekCompensation
DINESH MOORJANITRUSTEE
Trustee or director
1$0
EILEEN HAMILTONTRUSTEE
Trustee or director
1$0
FRANK DEANTRUSTEE
Trustee or director
1$0
GREG STANGLMEMBER AT LARGE
Trustee or director
1$0
GREY ROBERTSAUDIT CHAIR
Trustee or director
1$0
JACK OSWALDEMPOWERING STUDENT EXCELLENCE WORK GROUP CO-CHAIR
Trustee or director
1$0
JEFF WATTSTRUSTEE
Trustee or director
1$0
JHANSI REDDYTRUSTEE
Trustee or director
1$0
JOAN SNYDERLEADING THROUGH DISCOVERY WORK GROUP CO-CHAIR
Trustee or director
1$0
JOHN GARAMENDI JRTRUSTEE
Trustee or director
1$0
JOHN LOLLEMPOWERING STUDENT EXCELLENCE WORK GROUP CO-CHAIR
Trustee or director
1$0
KATHLEEN ECKERTRUSTEE
Trustee or director
1$0
KEITH E ALLEYTRUSTEE
Trustee or director
1$0
KENNI FRIEDMANCULTIVATING HEALTHY SOCIETIES WORK GROUP CO-CHAIR
Trustee or director
1$0
LAZAR C PIROTRUSTEE
Trustee or director
1$0
LEE J KOLLIGIANTRUSTEE
Trustee or director
1$0
LESLEY SLATON BROWNNOMINATIONS WORK GROUP CO-CHAIR
Trustee or director
1$0
LINDA BARRETOTRUSTEE
Trustee or director
1$0
LISA ANDREWNOMINATIONS WORK GROUP CO-CHAIR (TO 4/02/2025)
Trustee or director
1$0
LORI ROSSI GALLOTRUSTEE
Trustee or director
1$0
LYNN SEPPALATRUSTEE
Trustee or director
1$0
MATTHEW LEETRUSTEE
Trustee or director
1$0
NEETA TAKHARTRUSTEE
Trustee or director
1$0
PARWINDER SAMRANTRUSTEE
Trustee or director
1$0
PETE AMAROTRUSTEE
Trustee or director
1$0
RICHARD J ELKUS JRTRUSTEE
Trustee or director
1$0
ROBERT BERNSTEINTRUSTEE
Trustee or director
1$0
ROBERT TINKERTRUSTEE
Trustee or director
1$0
TREVOR ALBERTSONTRUSTEE
Trustee or director
1$0
TY JAGERSONLEADING THROUGH DISCOVERY WORK GROUP CO-CHAIR
Trustee or director
1$0
VIKRAM LAKIREDDYMEMBER AT LARGE
Trustee or director
1$0
VISHAL VERMATRUSTEE
Trustee or director
1$0
YUKIKO KOJIMATRUSTEE (TO 12/18/2024)
Trustee or director
1$0
990 for the year ended June 30, 2024: 53 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
JUAN SANCHEZ MUNOZEX-OFFICIO MEMBER
Trustee or director
1$0$549,992$47,318
E EDWARD KLOTZBIERPRESIDENT/CEO
Trustee or director, Officer
10$0$346,154$22,499
ELIZABETH CARLSONVICE PRESIDENT
Trustee or director, Officer
16$0$199,467$16,030
ART KAMANGARSECRETARY
Trustee or director, Officer
1$0$0$0
CURTIS A RIGGSIMMEDIATE PAST CHAIR
Trustee or director, Officer
1$0$0$0
MONYA LANECHAIR
Trustee or director, Officer
1$0$0$0
SIDNEY ISRAELSTREASURER
Trustee or director, Officer
1$0$0$0
TRACY PROIETTIVICE CHAIR/CHAIR-ELECT/CULTIVATING HEALTHY SOCIETIES WORK GROUP CO-CHAIR
Trustee or director, Officer
1$0$0$0
ANTONIO VILLARAIGOSATRUSTEE
Trustee or director
1$0$0$0
BRENDA PANNELL-NASHTRUSTEE
Trustee or director
1$0$0$0
CAROL BRIGHT TOUGASTRUSTEE
Trustee or director
1$0$0$0
CHRISTINE LONGTRUSTEE
Trustee or director
1$0$0$0
CHRISTOPHER KENNEDY JRTRUSTEE
Trustee or director
1$0$0$0
CYRIL L LAWRENCETRUSTEE
Trustee or director
1$0$0$0
DARYL G HATANOTRUSTEE
Trustee or director
1$0$0$0
DENISE WATKINSMEMBER AT LARGE
Trustee or director
1$0$0$0
DINESH MOORJANITRUSTEE
Trustee or director
1$0$0$0
EILEEN HAMILTONTRUSTEE
Trustee or director
1$0$0$0
FRANK DEANTRUSTEE
Trustee or director
1$0$0$0
GREG STANGLMEMBER AT LARGE
Trustee or director
1$0$0$0
GREY ROBERTSAUDIT CHAIR
Trustee or director
1$0$0$0
HANIMIREDDY LAKIREDDYTRUSTEE
Trustee or director
1$0$0$0
JACK OSWALDEMPOWERING STUDENT EXCELLENCE WORK GROUP CO-CHAIR
Trustee or director
1$0$0$0
JEFF WATTSTRUSTEE
Trustee or director
1$0$0$0
JHANSI REDDYTRUSTEE
Trustee or director
1$0$0$0
JOAN SNYDERLEADING THROUGH DISCOVERY WORK GROUP CO-CHAIR
Trustee or director
1$0$0$0
JOHN GARAMENDI JRTRUSTEE
Trustee or director
1$0$0$0
JOHN LOLLEMPOWERING STUDENT EXCELLENCE WORK GROUP CO-CHAIR
Trustee or director
1$0$0$0
KATHLEEN ECKERTRUSTEE
Trustee or director
1$0$0$0
KEITH E ALLEYTRUSTEE
Trustee or director
1$0$0$0
KENNI FRIEDMANCULTIVATING HEALTHY SOCIETIES WORK GROUP CO-CHAIR
Trustee or director
1$0$0$0
LAZAR C PIROTRUSTEE
Trustee or director
1$0$0$0
LEE J KOLLIGIANTRUSTEE
Trustee or director
1$0$0$0
LESLEY SLATON BROWNNOMINATIONS WORK GROUP CO-CHAIR
Trustee or director
1$0$0$0
LINDA BARRETOTRUSTEE
Trustee or director
1$0$0$0
LISA ANDREWNOMINATIONS WORK GROUP CO-CHAIR
Trustee or director
1$0$0$0
LORI ROSSI GALLOTRUSTEE
Trustee or director
1$0$0$0
LYNN SEPPALATRUSTEE
Trustee or director
1$0$0$0
MATTHEW LEETRUSTEE
Trustee or director
1$0$0$0
MICHAEL ROLANDTRUSTEE
Trustee or director
1$0$0$0
PARWINDER SAMRANTRUSTEE
Trustee or director
1$0$0$0
PETE AMAROTRUSTEE
Trustee or director
1$0$0$0
RAMAKRISHNA THONDAPUTRUSTEE
Trustee or director
1$0$0$0
RENAE DEJAGERTRUSTEE
Trustee or director
1$0$0$0
RICHARD J ELKUS JRTRUSTEE
Trustee or director
1$0$0$0
ROBERT BERNSTEINTRUSTEE
Trustee or director
1$0$0$0
ROBERT TINKERTRUSTEE
Trustee or director
1$0$0$0
TEUILA HANSONTRUSTEE
Trustee or director
1$0$0$0
TREVOR ALBERTSONTRUSTEE
Trustee or director
1$0$0$0
TY JAGERSONLEADING THROUGH DISCOVERY WORK GROUP CO-CHAIR
Trustee or director
1$0$0$0
VIKRAM LAKIREDDYMEMBER AT LARGE
Trustee or director
1$0$0$0
VISHAL VERMATRUSTEE
Trustee or director
1$0$0$0
YUKIKO KOJIMATRUSTEE
Trustee or director
1$0$0$0
990 for the year ended June 30, 2023: 58 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
E EDWARD KLOTZBIERPRESIDENT/CEO
Trustee or director, Officer
10$0$310,785$20,711
ELIZABETH CARLSONVICE PRESIDENT
Trustee or director, Officer
16$0$189,339$15,323
ART KAMANGARSECRETARY
Trustee or director, Officer
1$0$0$0
CURTIS A RIGGSBOARD CHAIR
Trustee or director, Officer
1$0$0$0
DENISE WATKINSIMMEDIATE PAST CHAIR
Trustee or director, Officer
1$0$0$0
MONYA LANEVICE CHAIR
Trustee or director, Officer
1$0$0$0
SIDNEY ISRAELSTREASURER
Trustee or director, Officer
1$0$0$0
ANTONIO VILLARAIGOSATRUSTEE
Trustee or director
1$0$0$0
BRENDA PANNELL-NASHTRUSTEE
Trustee or director
1$0$0$0
CAROL BRIGHT TOUGASTRUSTEE
Trustee or director
1$0$0$0
CHRISTINE LONGTRUSTEE
Trustee or director
1$0$0$0
CHRISTOPHER KENNEDY JRTRUSTEE
Trustee or director
1$0$0$0
CYRIL L LAWRENCETRUSTEE
Trustee or director
1$0$0$0
DANIEL FEITELBERGENTREPR. ECOSYS CO-CHAIR
Trustee or director
1$0$0$0
DARYL G HATANOADVOCACY CO-CHAIR
Trustee or director
1$0$0$0
DINESH MOORJANITRUSTEE
Trustee or director
1$0$0$0
EILEEN HAMILTONTRUSTEE
Trustee or director
1$0$0$0
FRANK DEANTRUSTEE
Trustee or director
1$0$0$0
FREDERICK R RUIZMEMBER AT LARGE
Trustee or director
1$0$0$0
GEORGE H KELLEYTRUSTEE
Trustee or director
1$0$0$0
GREG STANGLTRUSTEE
Trustee or director
1$0$0$0
GREY ROBERTSAUDIT CHAIR
Trustee or director
1$0$0$0
HANIMIREDDY LAKIREDDYTRUSTEE
Trustee or director
1$0$0$0
JACK OSWALDADVOCACY CO-CHAIR
Trustee or director
1$0$0$0
JAN SDERSTRMTRUSTEE
Trustee or director
1$0$0$0
JEFF WATTSTRUSTEE
Trustee or director
1$0$0$0
JHANSI REDDYTRUSTEE
Trustee or director
1$0$0$0
JOAN SNYDERCONNECTIONS & ENGAGEMENT CO-CHAIR
Trustee or director
1$0$0$0
JOHN GARAMENDI JRTRUSTEE
Trustee or director
1$0$0$0
JOHN LOLLCONNECTIONS & ENGAGEMENT CO-CHAIR
Trustee or director
1$0$0$0
KATE ECKERTRUSTEE
Trustee or director
1$0$0$0
KEITH E ALLEYTRUSTEE
Trustee or director
1$0$0$0
KENNI FRIEDMANTRUSTEE
Trustee or director
1$0$0$0
LAZAR C PIROTRUSTEE
Trustee or director
1$0$0$0
LEE J KOLLIGIANTRUSTEE
Trustee or director
1$0$0$0
LESLEY SLATON BROWNNOMINATIONS CHAIR
Trustee or director
1$0$0$0
LISA ANDREWTRUSTEE
Trustee or director
1$0$0$0
LORI ROSSI GALLOTRUSTEE
Trustee or director
1$0$0$0
LYNN SEPPALATRUSTEE
Trustee or director
1$0$0$0
MATTHEW LEETRUSTEE
Trustee or director
1$0$0$0
MICHAEL CARPENTERTRUSTEE
Trustee or director
1$0$0$0
MICHAEL ROLANDTRUSTEE
Trustee or director
1$0$0$0
PARWINDER SAMRANTRUSTEE
Trustee or director
1$0$0$0
RAMAKRISHNA THONDAPUTRUSTEE
Trustee or director
1$0$0$0
RANU MISHRATRUSTEE
Trustee or director
1$0$0$0
RENAE DEJAGERTRUSTEE
Trustee or director
1$0$0$0
RICHARD J ELKUS JRTRUSTEE
Trustee or director
1$0$0$0
ROBERT BERNSTEINTRUSTEE
Trustee or director
1$0$0$0
ROBERT TINKERENTREPR. ECOSYS CO-CHAIR
Trustee or director
1$0$0$0
RODNEY NICKENSTRUSTEE
Trustee or director
1$0$0$0
TEUILA HANSONTRUSTEE
Trustee or director
1$0$0$0
TIM RAZZARITRUSTEE
Trustee or director
1$0$0$0
TRACY PROIETTITRUSTEE
Trustee or director
1$0$0$0
TREVOR ALBERTSONTRUSTEE
Trustee or director
1$0$0$0
TY JAGERSONMEMBER AT LARGE
Trustee or director
1$0$0$0
VIKRAM LAKIREDDYMEMBER AT LARGE
Trustee or director
1$0$0$0
VISHAL VERMATRUSTEE
Trustee or director
1$0$0$0
YUKIKO KOJIMATRUSTEE
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
5200 NORTH LAKE ROAD, MERCED, CA 95343-5001
In care of
% KIMBERLEY GROESBECK
Principal officer (990 for 2024)
E EDWARD KLOTZBIER, 5200 NORTH LAKE ROAD, MERCED, CA 95343
Signed the 990
E EDWARD KLOTZBIER, President/CEO
Phone
(209) 228-4070
Return prepared by
ERNST & YOUNG US LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 94-3250114 or by the name UNIVERSITY OF CALIFORNIA MERCED FOUNDATION.

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

Mission

THE UC MERCED FOUNDATION WAS FORMED FOR THE PURPOSE OF ENCOURAGING VOLUNTARY PRIVATE GIFTS, TRUSTS, AND BEQUESTS FOR THE BENEFIT OF THE UNIVERSITY OF CALIFORNIA, MERCED.

990 for the year ended June 30, 2025

Program accomplishments

  • SCHOLARSHIPS AND OTHER PROGRAM AWARDS MONIES WERE TRANSFERRED FROM THE UC MERCED FOUNDATION TO THE UNIVERSITY OF CALIFORNIA, MERCED IN SUPPORT OF SCHOLARSHIPS AND AWARDS. THE UNIVERSITY OF CALIFORNIA, MERCED ASSUMES FIDUCIARY RESPONSIBILITY FOR AWARDING AND ADMINISTERING THE FUNDS.
    Expenses $4,280,706 · grants $4,280,706
  • THE FOUNDATION RAISES, RECORDS AND MANAGES GIFTS FROM INDIVIDUALS, CORPORATIONS, ORGANIZATIONS AND FOUNDATIONS FOR THE SOLE BENEFIT OF UC MERCED IN ACCORDANCE WITH DONORS' WISHES. THE FOUNDATION PAYS A PERCENTAGE OF AWARDS RECEIVED, REFERRED TO AS GIFT FEES, AND A PERCENTAGE OF ENDOWMENT EARNINGS, KNOWN AS ENDOWMENT FEES, TO UC MERCED TO REIMBURSE FOR PERSONNEL SERVICES AND USE OF FACILITIES PROVIDED TO THE FOUNDATION.
    Expenses $286,483 · grants $286,483

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
94-3250114
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
2001
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B12)
Assets (IRS master file)
$42,157,644
Income (IRS master file)
$5,648,460

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$4,710,602$4,567,189$42,157,644IRS
990June 2024$6,702,415$4,359,769$38,885,221IRS
990June 2023$7,226,089$7,795,245$33,336,630XML
990June 2022$5,120,413$1,415,966$32,571,273IRS
990June 2021–––IRS
990June 2020–––IRS
990June 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 94-3250114).

Questions about UNIVERSITY OF CALIFORNIA MERCED FOUNDATION

What is the EIN of UNIVERSITY OF CALIFORNIA MERCED FOUNDATION?
The employer identification number (EIN) of UNIVERSITY OF CALIFORNIA MERCED FOUNDATION is 94-3250114.
Is UNIVERSITY OF CALIFORNIA MERCED FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
Are donations to UNIVERSITY OF CALIFORNIA MERCED FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does UNIVERSITY OF CALIFORNIA MERCED 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 UNIVERSITY OF CALIFORNIA MERCED 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 UNIVERSITY OF CALIFORNIA MERCED 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 UNIVERSITY OF CALIFORNIA MERCED FOUNDATION?
The 990 for the year ended June 30, 2025 names E EDWARD KLOTZBIER.
Who are the officers and directors of UNIVERSITY OF CALIFORNIA MERCED FOUNDATION?
The 990 for the year ended June 30, 2025 lists 48 people; 0 received compensation from the organization.
How much revenue does UNIVERSITY OF CALIFORNIA MERCED FOUNDATION have?
On its 990 for the year ended June 30, 2025 it reported revenue of $4,710,602, expenses of $4,567,189 and total assets of $42,157,644 at year end.

Other nonprofits in MERCED

All nonprofits in MERCED · California · Education