Form 990 for tax year 2023
Filed by ASSOC STUDENTS CSUF POST-RETIREMENT EMPLOYEE BENEFIT TRUST.
Totals
- Total revenue
- $710,123
- Total expenses
- $391,373
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $710,123
- Other revenue
- $0
- Total assets, end of year
- $5,150,770
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $5,150,770
- Program services expenses (Part IX)
- $338,617
- Management and general expenses
- $52,756
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
Program services were 86.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
3 · Investment income
total $66,375 · excluded $66,375
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $1,629,552
-
7b · Less cost or other basis and sales expenses
securities $985,804
-
7c · Gain or loss
securities $643,748
-
7d · Net gain or loss
total $643,748 · related or exempt $643,748
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $338,617 · program services $338,617
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $0
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $4,000 · management and general $4,000
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $42,892 · management and general $42,892
-
11g · Fees: other
total $5,550 · management and general $5,550
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $0
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $0
-
24a · Other expenses: TAX WITHHELD
total $307 · management and general $307
-
24b · Other expenses: SERVICE CHARGES
total $7 · management and general $7
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $93,583 · end of year $214,033
-
2 · Savings and temporary cash investments
end of year $0
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
beginning of year $4,566,227 · end of year $4,896,708
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $112,195 · end of year $40,029
-
27 · Net assets without donor restrictions
beginning of year $4,772,005 · end of year $5,150,770
Mission and programs · 2023
Mission
THE TRUST IS ESTABLISHED TO SERVE AS A FUNDING VEHICLE FOR POST-RETIREMENT BENEFITS FOR RETIRED ASSOCIATED STUDENTS CAL STATE UNIVERSITY FULLERTON EMPLOYEES BY PAYMENT OF THE EMPLOYER'S CONTRIBUTION TOWARDS INSURANCE PREMIUMS FOR ELIGIBLE RETIREES.
-
THE TRUST IS ESTABLISHED TO SERVE AS A FUNDING VEHICLE FOR POST-RETIREMENT BENEFITS FOR RETIRED ASSOCIATED STUDENTS CAL STATE UNIVERSITY FULLERTON EMPLOYEES BY PAYMENT OF THE EMPLOYER'S CONTRIBUTION TOWARDS INSURANCE PREMIUMS FOR ELIGIBLE RETIREES.
As filed on the 2023 return.
Listed in Part VII
-
Dave EdwardsDAVE EDWARDS
Executive Dir.
- Total calculated
- $265,968
- From this org
- $0
- From related orgs
- $237,836
- Other
- $28,132
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $237,836 related
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported + $28,132 related
- Filer's total
- not reported + $265,968 related
-
Kathleen PostalKATHLEEN POSTAL
Trustee
- Total calculated
- $191,228
- From this org
- $0
- From related orgs
- $179,063
- Other
- $12,165
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- not reported + $179,063 related
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported
- Nontaxable benefits
- not reported + $12,165 related
- Filer's total
- not reported + $191,228 related
-
Andrea OkohANDREA OKOH
Trustee
- Total calculated
- $147,800
- From this org
- $0
- From related orgs
- $136,109
- Other
- $11,691
- Hours/week
- 1 + 40 related
-
Lydia PalaciosLYDIA PALACIOS
Trustee
- Total calculated
- $142,176
- From this org
- $0
- From related orgs
- $112,711
- Other
- $29,465
- Hours/week
- 1 + 40 related
-
Rob ScialdoneROB SCIALDONE
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Maysem AwadallaMAYSEM AWADALLA
Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Joe MoralesJOE MORALES
Trustee
- Total calculated
- $0
- Hours/week
- 0
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
ASSOCIATED STUDENTS CA ST UNIV FULLERTON
501(C)(3) · COLLEGE · CA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 9 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202541299349303279
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