Nonprofit · EIN 95-6123757
CALIFORNIA STATE UNIVERSITY FOUNDATION
Tax-exempt · LONG BEACH, CA 90802
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $4,962,254 | $4,860,824 | $101,430 | $58,018,753 | $9,872,954 | $48,145,799 |
| June 30, 2024 | 990 | $3,946,366 | $4,871,648 | -$925,282 | $54,755,126 | $9,090,366 | $45,664,760 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $2,909,660
- Program service revenue
- $50,025
- Investment income
- $1,982,588
- Net gain from sales of assets
- $1,258,059
- Other revenue
- $19,981
Expenses
- Grants and similar amounts paid
- $4,084,108
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $47,325
- Travel
- $34,685
- Program services (functional)
- $4,669,272
- Management and general (functional)
- $151,289
- Fundraising (functional)
- $40,263
Balance sheet and other
- Total assets, start of year
- $54,755,126
- Total assets, end of year
- $58,018,753
- Total liabilities, end of year
- $9,872,954
- Net assets, end of year
- $48,145,799
- Publicly traded securities
- $30,603,775
- Net assets without donor restrictions
- $8,413,995
- Net assets with donor restrictions
- $39,731,804
- Gross unrelated business income
- -$6,223
- Gross receipts
- $23,003,832
- Employees
- 0
- Volunteers
- 17
- Year formed
- 1962
- 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 |
|---|---|---|---|---|---|
| MILDRED GARCIA | CHANCELLOR-EX OFFICIO Trustee or director | 2 | $0 | $970,045 | $149,098 |
| GREG SAKS | PRESIDENT & CEO Officer | 3 | $0 | $406,301 | $130,632 |
| STEVE RELYEA | PRESIDENT (THRU 2/11/2024) Former | 0 | $0 | $404,927 | $131,913 |
| AARON J MOORE | CHIEF FINANCIAL OFFICER Officer | 18 | $0 | $171,789 | $79,364 |
| MELISSA WATKINS | CHIEF ADMINISTRATIVE OFFICER Officer | 6 | $0 | $138,294 | $46,387 |
| WENDY CHAVIRA GARCIA | VP & COO, ASSIST. SECRETARY Officer | 18 | $0 | $107,955 | $74,398 |
| KRISTIN CRELLIN | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| GILLIAN A WRIGHT | VICE CHAIR (THRU 4/15/2025) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RONALD FONG | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MICHAEL A LUCKI | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JOHN H AUGUSTINE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RONALD R BARHORST | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KIMBERLEY GOODE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL LIZARRAGA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LORENE MILLER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AARON MOSS | DIRECTOR Trustee or director | 1 | $0 |
| HENRY T PEREA | DIRECTOR Trustee or director | 1 | $0 |
| ALI C RAZI | DIRECTOR Trustee or director | 1 | $0 |
| STEVEN R STUCK | DIRECTOR Trustee or director | 1 | $0 |
| MARK W TAYLOR | DIRECTOR Trustee or director | 1 | $0 |
| GADDI H VASQUEZ | DIRECTOR Trustee or director | 1 | $0 |
| SCOTT WELLS | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 23 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JOLENE KOESTER | CHANCELLOR-EX OFFICIO (THRU 9/30/23) Trustee or director | 2 | $0 | $697,767 | $180,632 |
| STEVE RELYEA | PRESIDENT (12/29/23-2/11/24) Officer | 6 | $0 | $400,918 | $138,092 |
| LORI A REDFEARN | PRESIDENT (THRU 12/29/23) Officer | 6 | $0 | $304,263 | $127,923 |
| AARON J MOORE | CHIEF FINANCIAL OFFICER Officer | 18 | $0 | $157,490 | $75,920 |
| MILDRED GARCIA | CHANCELLOR-EX OFFICIO (AS OF 10/1/23) Trustee or director | 2 | $0 | $159,922 | $44,719 |
| WENDY CHAVIRA GARCIA | VICE PRESIDENT Officer | 18 | $0 | $105,558 | $63,003 |
| KRISTIN CRELLIN | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| GILLIAN WRIGHT | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RONALD FONG | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MICHAEL LUCKI | TREASURER Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KERI ASKEW BAILEY | DIRECTOR (THRU 1/22/24) Trustee or director | 1 | $0 | $0 | $0 |
| JOHN AUGUSTINE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RONALD BARHORST | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KIMBERLEY GOODE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL LIZARRAGA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LORENE MILLER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| HENRY PEREA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ALI RAZI | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| STEVEN STUCK | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| GADDI VASQUEZ | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SCOTT WELLS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| GREG SAKS | PRESIDENT (AS OF 2/12/24) Officer | 6 | $0 | $0 | $0 |
| MELISSA WATKINS | CHIEF ADMIN. OFFICER (AS OF 4/15/24) Officer | 6 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 401 GOLDEN SHORE, LONG BEACH, CA 90802-4210
- Principal officer (990 for 2024)
- GREG SAKS, 401 GOLDEN SHORE, LONG BEACH, CA 90802
- Signed the 990
- AARON J MOORE, CFO
- Phone
- (562) 951-4810
- Return prepared by
- WINDES INC
California records
California keeps its own records of charities and corporations. Search them by EIN 95-6123757 or by the name CALIFORNIA STATE 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
ESTABLISHED IN 1962, THE FOUNDATION IS THE CENTRAL FOUNDATION FOR THE CALIFORNIA STATE UNIVERSITY (CSU) SYSTEM AND SERVES THE OFFICE OF THE CHANCELLOR. THE FOUNDATION EXISTS TO SUPPORT EXCELLENCE IN TEACHING AND LEARNING, AND TO SERVE THE NATIONAL, STATE AND REGIONAL INTERESTS OF THE UNIVERSITY. THE CSU FOUNDATION IS COMMITTED TO ENHANCING AND PROMOTING THE CSU AS A LEADER OF VALUE AND QUALITY IN HIGHER EDUCATION.
Program accomplishments
- SUPPORT OF MAJOR CSU INITIATIVES SUCH AS IMPROVING THE GRADUATION RATE AND TEACHER PREPARATION THROUGH COLLABORATION WITH EXTERNAL FUNDERS.Expenses $1,677,923 · grants $1,677,923
- THE CSU FOUNDATION SUPPORTED THE EDUCATIONAL AND GOVERNANCE ACTIVITIES OF THE UNIVERSITY CAMPUSES, THROUGH REGULAR MEETINGS OF ITS TRUSTEES, PRESIDENTS, EMPLOYEES, AND ALUMNI LEADERS AS WELL AS PROVIDING EMPLOYEE RECOGNITION.Expenses $781,164 · grants $196,000 · revenue $50,025
- THE CSU FOUNDATION PROVIDED SCHOLARSHIPS TO STUDENTS THROUGHOUT THE CSU SYSTEM.Expenses $2,210,185 · grants $2,210,185
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
- 95-6123757
- 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
- 1962
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T114)
- Assets (IRS master file)
- $58,018,753
- Income (IRS master file)
- $23,003,832
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $4,962,254 | $4,860,824 | $58,018,753 | XML |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $3,946,366 | $4,871,648 | $54,755,126 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $6,047,467 | $6,105,615 | $52,244,954 | IRS |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 95-6123757).
Questions about CALIFORNIA STATE UNIVERSITY FOUNDATION
- What is the EIN of CALIFORNIA STATE UNIVERSITY FOUNDATION?
- The employer identification number (EIN) of CALIFORNIA STATE UNIVERSITY FOUNDATION is 95-6123757.
- Is CALIFORNIA STATE UNIVERSITY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1962.
- Are donations to CALIFORNIA STATE UNIVERSITY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CALIFORNIA STATE 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 CALIFORNIA STATE UNIVERSITY 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 CALIFORNIA STATE UNIVERSITY 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 CALIFORNIA STATE UNIVERSITY FOUNDATION?
- The 990 for the year ended June 30, 2025 names GREG SAKS.
- Who are the officers and directors of CALIFORNIA STATE UNIVERSITY FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 22 people; 0 received compensation from the organization.
- How much revenue does CALIFORNIA STATE UNIVERSITY FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $4,962,254, expenses of $4,860,824 and total assets of $58,018,753 at year end.
Other nonprofits in LONG BEACH
- THE RUDOLPH J & DAPHNE A MUNZER FOUNDATION EIN 33-0686779 · last filed 990-PF for 2025
- LONG BEACH COMMUNITY FOUNDATION EIN 20-5054010 · last filed 990 for 2025
- ROSALIE AND HAROLD BROWN CHARITABLE TRUST EIN 85-0896165 · last filed 990-PF for 2024
- IGNITE CULTURAL SOLUTIONS FOUNDATION EIN 81-3439501 · last filed 990-PF for 2024
- LONG BEACH PUBLIC LIBRARY FOUNDATION EIN 33-0698704 · last filed 990 for 2024
- DE GROOT FOUNDATION EIN 20-1655517 · last filed 990-PF for 2024
- EVALYN M BAUER FOUNDATION EIN 33-0669419 · last filed 990-PF for 2025
- CITY TO CITY SOCAL EIN 82-1138499 · last filed 990 for 2024
All nonprofits in LONG BEACH · California · Philanthropy, voluntarism and grantmaking foundations