CAL POLY POMONA PHILANTHROPIC FOUNDATION Charity Report

Public IRS 990 nonprofit record

CAL POLY POMONA PHILANTHROPIC FOUNDATION

EIN 83-2300241 · Philanthropy, Voluntarism & Grantmaking Foundations N.E.C. (T99)

What they do

to SUPPORT and ADVANCE THE MISSION of CALIFORNIA STATE POLYTECHNIC UNIVERSITY, POMONA. to FULFILL ITS MISSION, THE PHILANTHROPIC FOUNDATION PROMOTES, SECURES and STEWARDS PRIVATE SUPPORT for THE UNIVERSITY THROUGH THE RECEIPT and MANAGEMENT of GIFT ASSETS, INCLUDING ENDOWMENT and PROGRAM FUNDS.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $85.10 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 leaders31 people are listed in the latest report.

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

Money made simple

59.82%of revenue went to mission work85.1% of expenses · Program services

$70.33spent for every $100 of revenueRevenue covered expenses this year.

10.51%of revenue went to management and office costs14.9% of expenses

$17.19in assets for every $1 spent this yearSome assets cannot be spent right away.

48.5%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

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 $156,763 for SORAYA M COLEY (UNIVERSITY PRESIDENT & DIRECTOR). 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$24,035,458

Mission workProgram services$14,378,40859.82% of revenue85.1% of expenses

ManagementOffice and general costs$2,525,42110.51% of revenue14.9% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Revenue left after expensesReported annual surplus$7,131,62929.67% of revenueShown in gray on the chart

Total expenses$16,903,82970.33% 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: 85.1% mission · 14.9% management · 0.0% fundraisingTotal expenses: 70.33% of revenue

2023Expense mix: 83.8% mission · 16.2% management · 0.0% fundraisingTotal expenses: 35.35% of revenue

2022Expense mix: 91.5% mission · 8.5% management · 0.0% fundraisingTotal expenses: 168.95% of revenue

2021Expense mix: 87.5% mission · 12.5% management · 0.0% fundraisingTotal expenses: 46.38% of revenue

2020Expense mix: 85.3% mission · 14.7% management · 0.0% fundraisingTotal expenses: 8.29% of revenue

2019Expense mix: 90.0% mission · 10.0% management · 0.0% fundraisingTotal expenses: 4.42% of revenue

Money in and money out

Revenue$24,035,458

Expenses$16,903,829

Annual surplus $7,131,629 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)$14,378,408 · 85.1% of expenses

Management and office costs$2,525,421 · 14.9% of expenses

See all reported dollar amounts

Revenue$24,035,458

Expenses$16,903,829

Assets$290,537,647

Income$68,717,008

Contributions$11,663,179

Mission work (program services)$14,378,408

Grants given$8,654,608

Average grant$721,217

Management and general$2,525,421

Stocks and bonds$252,503,157

Investing fees$1,120,061

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

SORAYA M COLEYUNIVERSITY PRESIDENT & DIRECTOR · 5 hrs/week $156,763Base · Other $156,763

S TERRI GOMEZPROVOST AND VICE PRESIDENT · 5 hrs/week $131,560Base · Other $131,560

YSABEL D TRINIDADCFO & DIRECTOR · 5 hrs/week $123,429Base · Other $123,429

FRANCES TEVESCEO & DIRECTOR · 5 hrs/week $87,009Base · Other $87,009

MAJED R MUHTASEBFACULTY REPRESENTATIVE · 5 hrs/week $78,119Base · Other $78,119

MICHELLE CARDONAINTERIM VICE PRESIDENT FOR ADMINSTRATION · 5 hrs/week $77,912Base · Other $77,912

WINNY DONGSECRETARY & FACULTY REP. · 5 hrs/week $73,937Base · Other $73,937

CHRISTINA GONZALESVICE PRESIDENT FOR STUDENT · 5 hrs/week $60,556Base · Other $60,556

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 (31)

SORAYA M COLEYUNIVERSITY PRESIDENT & DIRECTOR

S TERRI GOMEZPROVOST AND VICE PRESIDENT

YSABEL D TRINIDADCFO & DIRECTOR

FRANCES TEVESCEO & DIRECTOR

MAJED R MUHTASEBFACULTY REPRESENTATIVE

MICHELLE CARDONAINTERIM VICE PRESIDENT FOR ADMINSTRATION

WINNY DONGSECRETARY & FACULTY REP.

CHRISTINA GONZALESVICE PRESIDENT FOR STUDENT

MICHELE L GENDREAUDEVELOPMENT COMMITTEE CHAIR

AHMED A AL-KHATIBDIRECTOR

WENDY M ROGERSDIRECTOR

WALTER ALLENALUMNI ASSOCIATE REPRESENTIVE

SUSAN K KELLOGG-BELLDIRECTOR

BRETT D BERGLUNDDIRECTOR

SEAN YUDIRECTOR

SCOTT SCHORKDIRECTOR

SANFORD L SMITHDIRECTOR

CADE WHEELERSTUDENT REPRESENTATIVE

RODOLFO DURANDIRECTOR

MIKE BECKAGEDIRECTOR

DANIELE LECESNEINTERIM COO & SPECIAL ADVISOR

MARIA I ALVAREZDIRECTOR

LAWRENCE M GATESDIRECTOR

KRISTIN S CRELLINNOMINATIONS AND GOVERNANCE

JOHN J RESICHFINANCE AND INVESTMENT COM. CHAIR

JAWAAD MALIKDIRECTOR

GANPAT I PATELDIRECTOR

DOROTHY L ROBERTSAUDIT COMMITTEE CHAIR

DIANE G MILLERBOARD CHAIR

DERRICK FANG DEFACTO OFFICERCHIEF OPERATING OFFICER

DAVID P SINGELYNVICE CHAIR

About this charity

Recognized since: January 2019
Location: 3801 WEST TEMPLE AVENUE, POMONA, CA 91768
County: Los Angeles
In care of: DERRICK FANG
Primary officer: DERRICK FANG, CHIEF OPERATING OFFICER

How to reach them

WebsiteVisit the charity’s website Emailuser@cpp.edu Phone(909) 869-3419

Filing and classification

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