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CAL STATE FULLERTON PHILANTHROPIC FOUNDATION

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Public IRS 990 nonprofit record

CAL STATE FULLERTON PHILANTHROPIC FOUNDATION

EIN 33-0567945 · Philanthropy, Voluntarism & Grantmaking Foundations N.E.C. (T99)

What they do

to ACTIVELY PROMOTE, PURSUE and STEWARD PRIVATE SUPPORT for THE ADVANCEMENT of CALIFORNIA STATE UNIVERSITY, FULLERTON.

Before you give

Should I give to this charity?

Easy charity check
Look at where the money went

Of every $100 spent, about $86.80 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders34 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

56.39%of revenue went to mission work86.8% of expenses · Program services
$64.98spent for every $100 of revenueRevenue covered expenses this year.
8.59%of revenue went to management and office costs13.2% of expenses
$14.16in assets for every $1 spent this yearSome assets cannot be spent right away.
70.9%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

  1. Who did you help? Ask for a recent story or report that shows real results.
  2. What will my money do? Ask exactly what your gift will pay for.
  3. Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $75,860 for JASON ONO (CHIEF FINANCIAL OFFICER). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$25,909,553
Mission workProgram services$14,610,27156.39% of revenue86.8% of expenses
ManagementOffice and general costs$2,226,7138.59% of revenue13.2% of expenses
FundraisingAsking for donations0.00% of revenue0.0% of expenses
Revenue left after expensesReported annual surplus$9,072,56935.02% of revenueShown in gray on the chart
Total expenses$16,836,98464.98% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails
2024CurrentExpense mix: 86.8% mission · 13.2% management · 0.0% fundraisingTotal expenses: 64.98% of revenue
2023Expense mix: 88.6% mission · 11.4% management · 0.0% fundraisingTotal expenses: 66.78% of revenue
2022Expense mix: 86.6% mission · 13.4% management · 0.0% fundraisingTotal expenses: 76.82% of revenue
2021Expense mix: 93.9% mission · 6.1% management · 0.0% fundraisingTotal expenses: 41.12% of revenue
2020Expense mix: 95.8% mission · 4.2% management · 0.0% fundraisingTotal expenses: 13.77% of revenue
2019Expense mix: 91.2% mission · 4.2% management · 4.6% fundraisingTotal expenses: 38.76% of revenue
2018Expense mix: 89.1% mission · 3.9% management · 7.0% fundraisingTotal expenses: 48.83% of revenue
2017Expense mix: 87.4% mission · 4.4% management · 8.1% fundraisingTotal expenses: 76.68% of revenue

Money in and money out

Revenue$25,909,553
Expenses$16,836,984
Annual surplus $9,072,569 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$14,610,271 · 86.8% of expenses
Management and office costs$2,226,713 · 13.2% of expenses
See all reported dollar amounts
Revenue$25,909,553
Expenses$16,836,984
Assets$238,476,708
Income$46,666,700
Contributions$18,359,360
Mission work (program services)$14,610,271
Grants given$22,422,206
Average grant$1,121,110
Management and general$2,226,713
Stocks and bonds$160,427,821
Accounting fees$104,570
Investing fees$225,762
People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation
JASON ONOCHIEF FINANCIAL OFFICER · 30 hrs/week $75,860Base · Other $75,860
STEFANIE LIGHTSECRETARY · 12 hrs/week $75,816Base · Other $75,816
KIMBERLY SHINEREXECUTIVE DIRECTOR · 10 hrs/week $70,493Base · Other $70,493
NATALIE FOUSEKISDIRECTOR · 1 hrs/week $61,279Base · Other $61,279
RONALD S ROCHONDIRECTOR/PRESIDENT OF CSUF · 1 hrs/week $51,829Base · Other $51,829

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (34)

JASON ONOCHIEF FINANCIAL OFFICER

STEFANIE LIGHTSECRETARY

KIMBERLY SHINEREXECUTIVE DIRECTOR

NATALIE FOUSEKISDIRECTOR

RONALD S ROCHONDIRECTOR/PRESIDENT OF CSUF

SONNY NGUYENDIRECTOR

TERRY M GILESDIRECTOR

SCOTT OBRIENDIRECTOR

SCOTT COLERCHAIR, FINANCE AND INVESTMENT

LAURIE HAACKCHAIR, RESOURCE DEVELOPMENT

ROBERT JECHARTDIRECTOR

RACHELLE CRACCHIOLOCO-CHAIR, ADVOCACY

PETER W MITCHELLCO-CHAIR, ADVOCACY

TINA JAVIDDIRECTOR

PAYMAN ROSHANDIRECTOR

PAUL TREINENCHAIR, AUDIT

PAUL CARTERCHAIR, MARKETING COMMUNICATIONS

PAMELA SCHWEITZERDIRECTOR

VICTOR DOMINGUEZDIRECTOR

MATT CLABAUGHDIRECTOR

LAURA ARCHULETADIRECTOR

LARRY LABRADODIRECTOR

KRISTIN CRELLINDIRECTOR

KATHLEEN L TAYLORDIRECTOR

KATHLEEN HODGEDIRECTOR

JOSEPH CERVANTESDIRECTOR

JONATHAN MORALESDIRECTOR

JON C SMITHCHAIR

JOE MORALESDIRECTOR

GARY GREENDIRECTOR

DOUGLAS G STEWARTDIRECTOR

DARREN JONESCHAIR-ELECT & CHAIR, NOM. & GOV.

CHRIS VENHOFFDIRECTOR (THRU 6/12/25)

AJA CLARKEMEMBER AT LARGE

About this charity

Recognized since
January 2006
Location
2600 NUTWOOD AVE STE 850, FULLERTON, CA 92831-5455
County
Orange
In care of
% DANIELE LECESNE
Primary officer
JASON ONO, CFO

How to reach them

WebsiteVisit the charity’s website Emailstrategiccomm@fullerton.edu Phone(657) 278-2786

Filing and classification

Latest tax year
2024
Tax period began
July 1, 2024
Return type
990
Tax preparer
WINDES INC
NTEE classification
Philanthropy, Voluntarism & Grantmaking Foundations N.E.C. (T99)
IRS tax category
Philanthropy, Voluntarism & Grantmaking Foundations N.E.C.
Grant-giving organization
Yes

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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