STOCKTON UNIVERSITY FOUNDATION Charity Report

Public IRS 990 nonprofit record

STOCKTON UNIVERSITY FOUNDATION

EIN 22-1957406 · Education (B)

What they do

DESCRIPTION of ORGANIZATION MISSION: THE FOUNDATION WAS ESTABLISHED IN 1972 BY FRIENDS of THE UNIVERSITY to PROVIDE for THE PHILANTHROPIC NEEDS of STOCKTON UNIVERSITY. THE FOUNDATION PROVIDES LEADERSHIP and OVERSIGHT and is RESPONSIBLE for RAISING STEWARDING and DISTRIBUTING FUNDS IN SUPPORT of STOCKTON UNIVERSITY and ITS STUDENTS. THE FOUNDATIONS PRIMARY FOCUS is to BE A SUBSTANTIAL SOURCE of FINANCIAL ASSISTANCE for A SIGNIFICANT NUMBER of STUDENTS and for STRENGTHENING THE EDUCATION CAPACITY of THE UNIVERSITY.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $86.30 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 leaders41 people are listed in the latest report.

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

Money made simple

13.51%of revenue went to mission work86.3% of expenses · Program services

0.26%of revenue went to fundraising1.6% of expenses

$15.65spent for every $100 of revenueRevenue covered expenses this year.

1.88%of revenue went to management and office costs12.0% of expenses

$23.81in assets for every $1 spent this yearSome assets cannot be spent right away.

19.1%of its money came from giftsOther money may come from services or investments.

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Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
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 $77,206 for DR JOE BERTOLINO (UNIVERSITY PRESIDENT). 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.

$100revenue

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$20,368,695

Mission workProgram services$2,752,72813.51% of revenue86.3% of expenses

ManagementOffice and general costs$383,5891.88% of revenue12.0% of expenses

FundraisingAsking for donations$52,0970.26% of revenue1.6% of expenses

Revenue left after expensesReported annual surplus$17,180,28184.35% of revenueShown in gray on the chart

Total expenses$3,188,41415.65% 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: 86.3% mission · 12.0% management · 1.6% fundraisingTotal expenses: 15.65% of revenue

2023Expense mix: 85.0% mission · 14.0% management · 1.0% fundraisingTotal expenses: 60.82% of revenue

2022Expense mix: 84.4% mission · 14.6% management · 1.0% fundraisingTotal expenses: 56.44% of revenue

2021Expense mix: 87.1% mission · 11.9% management · 1.0% fundraisingTotal expenses: 55.02% of revenue

2020Expense mix: 82.7% mission · 16.1% management · 1.2% fundraisingTotal expenses: 36.82% of revenue

2019Expense mix: 86.2% mission · 12.6% management · 1.2% fundraisingTotal expenses: 23.78% of revenue

2018Expense mix: 87.5% mission · 11.9% management · 0.6% fundraisingTotal expenses: 50.12% of revenue

2017Expense mix: 77.7% mission · 20.7% management · 1.7% fundraisingTotal expenses: 37.90% of revenue

Money in and money out

Revenue$20,368,695

Expenses$3,188,414

Annual surplus $17,180,281 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)$2,752,728 · 86.3% of expenses

Management and office costs$383,589 · 12.0% of expenses

Fundraising$52,097 · 1.6% of expenses

See all reported dollar amounts

Revenue$20,368,695

Expenses$3,188,414

Assets$75,923,975

Income$78,959,463

Contributions$3,891,811

Mission work (program services)$2,752,728

Fundraising$52,097

Grants given$3,984,391

Average grant$398,439

Management and general$383,589

Stocks and bonds$69,106,016

Accounting fees$28,081

Investing fees$238,029

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

DR JOE BERTOLINOUNIVERSITY PRESIDENT · 4 hrs/week $77,206Base · Other $77,206

DANIEL NUGENTEXECUTIVE DIRECTOR · 6 hrs/week $45,200Base · Other $45,200

DR DONNA M ALBANOBOARD MEMBER · 2 hrs/week $31,368Base · Other $31,368

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 (41)

DR JOE BERTOLINOUNIVERSITY PRESIDENT

DANIEL NUGENTEXECUTIVE DIRECTOR

DR DONNA M ALBANOBOARD MEMBER

LISA JOHNSONBOARD MEMBER

DR BRIGID CALLAHAN HARRISONCHAIR

DR JOHANNA R JOHNSONBOARD MEMBER

JOHN S GRAYBOARD MEMBER

JOSEPH P FUSCO ESQSECOND VICE CHAIR

JOSEPH R JINGOIL JRBOARD MEMBER

KAREN ALTONBOARD MEMBER

L GAYLE GROSSBOARD MEMBER

DAVID A DELIZZABOARD MEMBER

LORI S HERNDONBOARD MEMBER

LOUIS T BARBERIO IIIBOARD MEMBER

MICHAEL C EPPS ESQSECRETARY END 10-31-24

MICHAEL L ALBRECHTFIRST VICE CHAIR

RICHARD S DOVEYBOARD MEMBER

SAGE DEL VALLEBOARD MEMBER

STEVEN COCCHIBOARD MEMBER

THOMAS L GLENN IIIBOARD MEMBER

TIMOTHY CAREWBOARD MEMBER

36 TRIBHUVAN SINGHBOARD MEMBER

27 CHARLES W KRAMERBOARD MEMBER

28 THOMAS KUHARBOARD MEMBER END 08-2025

29 RITA MACKBOARD MEMBER

30 EDWARD H MARSHALL IIIBOARD MEMBER

31 KENNETH OREGGIOBOARD MEMBER

32 ROXANNE PASSARELLA ESQBOARD MEMBER

33 BONNIE D PUTTERMAN ESQBOARD MEMBER

34 RICK RICCIARDIBOARD MEMBER

35 CAMILLE E SAILER ESQBOARD MEMBER

DONNA H BUZBY CPABOARD MEMBER

37 THOMAS J SYKESBOARD MEMBER

38 MELVYN J TARNOPOL ESQBOARD MEMBER

39 PAMELA A THOMAS-FIELDS MASBOARD MEMBER

40 CAROLINE TILLBOARD MEMBER

41 RICHARD H WALKER JR ESQBOARD MEMBER

AQUASIA DAVISBOARD MEMBER

BARBARA GOMESBOARD MEMBER

CLAIRE B KUHAR CPATREASURER

26 HAK J KIMBOARD MEMBER

About this charity

Recognized since: January 1972
Location: 101 VERA KING FARRIS DR STE K 204, GALLOWAY, NJ 08205-9441
County: Atlantic
In care of: % DANIEL NUGENT
Primary officer: JENNIFER POTTER, SVP FOR ADMIN & FINANCE AND CFO

How to reach them

Phone(609) 626-3546 Officer phone(609) 626-3492

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
NTEE classification: Education (B)
IRS tax category: Education
Grant-giving organization: Yes