FIELDING GRADUATE UNIVERSITY Charity Report

Public IRS 990 nonprofit record

FIELDING GRADUATE UNIVERSITY

EIN 95-2882724 · Education (B)

What they do

WE PROVIDE EXEMPLARY INTERDISCIPLINARY PROGRAMS for A COMMUNITY of SCHOLAR-PRACTITIONERS WITHIN A DISTRIBUTED LEARNING MODEL GROUNDED IN STUDENT-DRIVEN INQUIRY and LEADING to ENHANCED KNOWLEDGE.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $64.40 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 leaders30 people are listed in the latest report.

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

Money made simple

62.42%of revenue went to mission work64.4% of expenses · Program services

1.99%of revenue went to fundraising2.1% of expenses

$96.99spent for every $100 of revenueRevenue covered expenses this year.

32.58%of revenue went to management and office costs33.6% of expenses

$1.43in assets for every $1 spent this yearSome assets cannot be spent right away.

11.8%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 $469,860 for KATRINA ROGERS (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$28,003,002

Mission workProgram services$17,480,11062.42% of revenue64.4% of expenses

ManagementOffice and general costs$9,122,08332.58% of revenue33.6% of expenses

FundraisingAsking for donations$557,4981.99% of revenue2.1% of expenses

Revenue left after expensesReported annual surplus$843,3113.01% of revenueShown in gray on the chart

Total expenses$27,159,69196.99% 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: 64.4% mission · 33.6% management · 2.1% fundraisingTotal expenses: 96.99% of revenue

2023Expense mix: 59.3% mission · 38.7% management · 2.0% fundraisingTotal expenses: 109.39% of revenue

2022Expense mix: 64.7% mission · 34.0% management · 1.3% fundraisingTotal expenses: 99.57% of revenue

2021Expense mix: 64.2% mission · 34.4% management · 1.4% fundraisingTotal expenses: 87.11% of revenue

2020Expense mix: 66.1% mission · 32.4% management · 1.5% fundraisingTotal expenses: 81.25% of revenue

2019Expense mix: 67.2% mission · 31.4% management · 1.4% fundraisingTotal expenses: 90.97% of revenue

2018Expense mix: 72.4% mission · 26.3% management · 1.3% fundraisingTotal expenses: 99.48% of revenue

2017Expense mix: 74.5% mission · 24.5% management · 1.1% fundraisingTotal expenses: 100.82% of revenue

Money in and money out

Revenue$28,003,002

Expenses$27,159,691

Annual surplus $843,311 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)$17,480,110 · 64.4% of expenses

Management and office costs$9,122,083 · 33.6% of expenses

Fundraising$557,498 · 2.1% of expenses

See all reported dollar amounts

Revenue$28,003,002

Expenses$27,159,691

Assets$38,726,654

Income$60,836,808

Contributions$3,315,626

Mission work (program services)$17,480,110

Fundraising$557,498

Grants given$13,000

Average grant$6,500

Management and general$9,122,083

Stocks and bonds$21,154,059

Accounting fees$125,822

Investing fees$87,905

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

KATRINA ROGERSPRESIDENT · 38 hrs/week $469,860Base $326,860 · Other $143,000

WENDI WILLIAMSPROVOST (OUTGOING) · 38 hrs/week $266,476Base $240,360 · Other $26,116

ELENA I NICKLASSONVP OF UNIVERSITY RELATIONS · 38 hrs/week $226,627Base $175,141 · Other $51,486

JUNE KLEINVP AND CHIEF FINANCIAL OFFICER · 38 hrs/week $211,364Base $197,560 · Other $13,804

KRISTINE JACQUINDEAN OF CURRICULUM & INNOVATION · 38 hrs/week $194,874Base $168,100 · Other $26,774

KATHERINE MCGRAWASSOCIATE PROVOST RESEARCH, EXTRAMURAL FUNDING, & · 38 hrs/week $194,844Base $144,560 · Other $50,284

ALMA MARTINEZASSOCIATE PROVOST INSTITUTIONAL EFFECTIVENESS & CO · 38 hrs/week $187,777Base $136,300 · Other $51,477

DINO FERRAREVP OF HR & IT · 38 hrs/week $186,257Base $160,532 · Other $25,725

KATHY GELLERDEAN OF THE FACULTY · 38 hrs/week $159,770Base $136,220 · Other $23,550

ALLISON DAVIS-WHITE EYESINTERIM PROVOST · 38 hrs/week $158,543Base $121,714 · Other $36,829

CHERJANET LENZYASSOCIATE PROVOST FOR STUDENT LIFE · 38 hrs/week $130,321Base $116,920 · Other $13,401

ANTHONY GREENEFACULTY MEMBER & TRUSTEE · 2 hrs/week $116,349Base $96,016 · Other $20,333

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 (30)

KATRINA ROGERSPRESIDENT

WENDI WILLIAMSPROVOST (OUTGOING)

ELENA I NICKLASSONVP OF UNIVERSITY RELATIONS

JUNE KLEINVP AND CHIEF FINANCIAL OFFICER

KRISTINE JACQUINDEAN OF CURRICULUM & INNOVATION

KATHERINE MCGRAWASSOCIATE PROVOST RESEARCH, EXTRAMURAL FUNDING, &

ALMA MARTINEZASSOCIATE PROVOST INSTITUTIONAL EFFECTIVENESS & CO

DINO FERRAREVP OF HR & IT

KATHY GELLERDEAN OF THE FACULTY

ALLISON DAVIS-WHITE EYESINTERIM PROVOST

CHERJANET LENZYASSOCIATE PROVOST FOR STUDENT LIFE

ANTHONY GREENEFACULTY MEMBER & TRUSTEE

NICOLA SMITHFACULTY MEMBER & TRUSTEE

LENNEAL HENDERSONFACULTY MEMBER & TRUSTEE

DONNA BAILEYSTUDENT TRUSTEE

IVORY TOLDSONTRUSTEE

TRACY FISHERTRUSTEE

STEVEN BONDSTUDENT TRUSTEE

NATASHA MILLER-ZAHNTRUSTEE

MICHAEL KLEIN TRUSTEE ANDSECRETARY

MICHAEL GOLDSTEINTRUSTEE

MICHAEL ALITRUSTEE

MARIA SANCHEZTRUSTEE

BILL HUFFAKERTRUSTEE

GARY WAGENHEIM TRUSTEE ANDCHAIR OF BOARD

KARIN BUNNELL TRUSTEE ANDVICE CHAIR

KAREN S BOGARTTRUSTEE

CHRISTIE PRAIRIE CHICKENTRUSTEE

JOHN L BENNETTTRUSTEE/PRESIDENT

JAY HARDING TRUSTEE ANDTREASURER

About this charity

Recognized since: January 1974
Location: 2020 DE LA VINA ST, SANTA BARBARA, CA 93105-3814
County: Santa Barbara
In care of: JOHN L BENNETT
Primary officer: JOHN L BENNETT, PRESIDENT

How to reach them

WebsiteVisit the charity’s website Emailadmissions@fielding.edu Phone(805) 898-4010

Filing and classification

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