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Nonprofiteer
← CALIFORNIA STATE UNIVERSITY SAN MARCOS FOUNDATION

Form 990 for tax year 2023

Filed by CALIFORNIA STATE UNIVERSITY SAN MARCOS FOUNDATION.

Totals

Total revenue
$14,532,422
Total expenses
$6,293,524
Contributions and grants received
$13,161,721
Grants paid
$2,114,175
Program service revenue
$486,687
Investment income
$987,711
Other revenue
-$103,697
Total assets, end of year
$63,404,246
Total liabilities, end of year
$770,022
Net assets or fund balances, end of year
$62,634,224
Program services expenses (Part IX)
$5,379,885
Management and general expenses
$913,639
Fundraising expenses
$0
Program service expenses (Part III)
$5,379,885

Program services were 85.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JESSICA BERGER

    EXECTIVE DIRECTOR

    Total calculated
    $324,430
    From this org
    $0
    From related orgs
    $276,502
    Other
    $47,928
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $276,502 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $46,733 related
    Nontaxable benefits
    $0 + $1,195 related
    Filer's total
    $0 + $324,430 related

  • DAN EPSTEIN

    HONORARY CO-CHAIR CAMPAIGN

    Total calculated
    $0
    Hours/week
    1

  • LEON WYDEN JR

    TREASURER & SECRETARY

    Total calculated
    $332,464
    From this org
    $0
    From related orgs
    $283,546
    Other
    $48,918
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $283,546 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $46,733 related
    Nontaxable benefits
    $0 + $2,185 related
    Filer's total
    $0 + $332,464 related

  • EMILIE HERSH

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • STEPHEN TSUI

    DIRECTOR

    Total calculated
    $183,909
    From this org
    $0
    From related orgs
    $131,977
    Other
    $51,932
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $131,977 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $32,364 related
    Nontaxable benefits
    $0 + $19,568 related
    Filer's total
    $0 + $183,909 related

  • CHING-MING CHENG

    DIRECTOR

    Total calculated
    $176,877
    From this org
    $0
    From related orgs
    $118,764
    Other
    $58,113
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $118,764 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $36,724 related
    Nontaxable benefits
    $0 + $21,389 related
    Filer's total
    $0 + $176,877 related

  • KRISTIN CRELLIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JASMIN CASAS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • INGO HENTSCHEL

    CO-CHAIR MILITARY ADVISORY COUNCIL

    Total calculated
    $0
    Hours/week
    1

  • DAMIAN MCKINNEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ALISHA WILKINS FRANKLIN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JUSTIN PERRON

    DIRECTOR

    Total calculated
    $182,762
    From this org
    $0
    From related orgs
    $122,178
    Other
    $60,584
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $122,178 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $32,897 related
    Nontaxable benefits
    $0 + $27,687 related
    Filer's total
    $0 + $182,762 related

  • ELLEN NEUFELDT

    PRESIDENT

    Total calculated
    $566,788
    From this org
    $0
    From related orgs
    $508,783
    Other
    $58,005
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $508,783 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $46,733 related
    Nontaxable benefits
    $0 + $11,272 related
    Filer's total
    $0 + $566,788 related

  • TOMMY FRIEDRICH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TAYLOR SUTHERLAND

    CHAIR FINANCE & INVESTMENT COMMITTEE

    Total calculated
    $0
    Hours/week
    1

  • SIMON KUO

    VICE CHAIR, GOVERNANCE CHAIR

    Total calculated
    $0
    Hours/week
    1

  • NATHANIEL KEIFER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LOU MONVILLE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CARLEEN KREIDER

    DIRECTOR

    Total calculated
    $2,012
    From this org
    $0
    From related orgs
    $2,012
    Other
    $0
    Hours/week
    1

  • KYLE CASEMENT

    CHAIR, AUDIT

    Total calculated
    $0
    Hours/week
    1

  • JASON SIMMONS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ESTHER PHAHLA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ANNIE NORVIEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BOB WESTFALL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

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
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
ALL EX-OFFICIO DIRECTORS ARE PAID BY A RELATED ORGANIZATION, CALIFORNIA STATE UNIVERSITY SAN MARCOS. THROUGH THE RELATED ORGANIZATION'S EXECUTIVE COMPENSATION COMMITTEE- WHICH IS COMPRISED OF THE UNIVERSITY PRESIDENT, WHO SERVES AS AN EX-OFFICIO MEMBER OF THE BOARD - COMPENSATION FOR THE ORGANIZATION'S EX-OFFICIO OFFICERS IS REVIEWED ON AN ANNUAL BASIS. THE REVIEW OF CURRENT SALARY LEVELS FOR EACH EXECUTIVE EMPLOYEE IS PERFORMED BY ANALYZING EXECUTIVE COMPENSATION OF OTHER SIMILAR AUXILIARY ORGANIZATIONS WITHIN THE CALIFORNIA STATE UNIVERSITY SYSTEM, AS WELL AS SURVEYS OF OTHER NON-PROFIT CHARITABLE ORGANIZATIONS OF SIMILAR ASSET SIZE AND FUNCTIONS. THE EXECUTIVE COMPENSATION COMMITTEE THEN RECOMMENDS THE APPROPRIATE SALARY LEVELS TO THE ORGANIZATION'S BOARD OF DIRECTORS FOR APPROVAL.

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

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.

Provenance

Return type
form_990
Tax year
2023
Filed
4 March 2025
IRS schema version
2023v6.0
Source object
202500919349300035

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