Nonprofit · EIN 80-0390564
CALIFORNIA STATE UNIVERSITY SAN MARCOS FOUNDATION
Tax-exempt · SAN MARCOS, CA 92096
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $12,443,352 | $7,290,097 | $5,153,255 | $71,955,543 | $678,797 | $71,276,746 |
| June 30, 2024 | 990 | $14,532,422 | $6,293,524 | $8,238,898 | $63,404,246 | $770,022 | $62,634,224 |
| June 30, 2023 | 990 | $7,581,215 | $5,360,221 | $2,220,994 | $50,872,000 | $840,594 | $50,031,406 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $9,124,409
- Program service revenue
- $458,561
- Investment income
- $2,948,994
- Net gain from sales of assets
- $946,796
- Net income from fundraising events
- -$88,612
- Other revenue
- -$88,612
Expenses
- Grants and similar amounts paid
- $2,441,301
- Other salaries and wages
- $1,553,268
- Salaries, compensation and benefits (total)
- $1,885,387
- Professional fundraising fees
- $0
- Travel
- $140,853
- Program services (functional)
- $6,513,885
- Management and general (functional)
- $776,212
Balance sheet and other
- Total assets, start of year
- $63,404,246
- Total assets, end of year
- $71,955,543
- Total liabilities, end of year
- $678,797
- Net assets, end of year
- $71,276,746
- Publicly traded securities
- $56,697,026
- Net assets without donor restrictions
- $20,834,599
- Net assets with donor restrictions
- $50,442,147
- Gross receipts
- $15,385,942
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2009
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ELLEN NEUFELDT | PRESIDENT Trustee or director, Officer | 1 | $0 | $521,159 | $61,119 |
| LEON WYDEN JR | TREASURER AND SECRETARY Trustee or director, Officer | 1 | $0 | $309,830 | $79,004 |
| JESSICA BERGER | EXECUTIVE DIRECTOR Trustee or director, Officer | 1 | $0 | $301,309 | $71,780 |
| JUSTIN PERRON | DIRECTOR Trustee or director | 1 | $0 | $143,413 | $63,887 |
| CHING-MING CHENG | DIRECTOR Trustee or director | 1 | $0 | $113,539 | $55,794 |
| ITSARELY PALMA CASTILLO | DIRECTOR Trustee or director | 1 | $0 | $11,213 | $0 |
| KARINA RAMIREZ GONZALEZ | DIRECTOR Trustee or director | 1 | $0 | $6,536 | $0 |
| CARLEEN KREIDER | DIRECTOR Trustee or director | 1 | $0 | $2,000 | $0 |
| SIMON KUO | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| EMILIE HERSH | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DAMIAN MCKINNEY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| TAYLOR SUTHERLAND | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DAN EPSTEIN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ALISHA WILKINS FRANKLIN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ESTHER PHAHLA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
10 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TOMMY FRIEDRICH | DIRECTOR Trustee or director | 1 | $0 |
| JULIAN PARRA | DIRECTOR Trustee or director | 1 | $0 |
| INGO HENTSCHEL | DIRECTOR Trustee or director | 1 | $0 |
| KRISTIN CRELLIN | DIRECTOR Trustee or director | 1 | $0 |
| NATHANIEL KEIFER | DIRECTOR Trustee or director | 1 | $0 |
| KYLE CASEMENT | DIRECTOR Trustee or director | 1 | $0 |
| LOU MONVILLE | DIRECTOR Trustee or director | 1 | $0 |
| JASON SIMMONS | DIRECTOR Trustee or director | 1 | $0 |
| ANNIE NORVIEL | DIRECTOR Trustee or director | 1 | $0 |
| MICHELLE CLARK | DEFACTO OFFICER, EXECUTIVE DIRECTOR Officer | 0 | $0 |
990 for the year ended June 30, 2024: 24 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ELLEN NEUFELDT | PRESIDENT Trustee or director | 1 | $0 | $508,783 | $58,005 |
| LEON WYDEN JR | TREASURER & SECRETARY Trustee or director, Officer | 1 | $0 | $283,546 | $48,918 |
| JESSICA BERGER | EXECTIVE DIRECTOR Trustee or director, Officer | 1 | $0 | $276,502 | $47,928 |
| STEPHEN TSUI | DIRECTOR Trustee or director | 1 | $0 | $131,977 | $51,932 |
| JUSTIN PERRON | DIRECTOR Trustee or director | 1 | $0 | $122,178 | $60,584 |
| CHING-MING CHENG | DIRECTOR Trustee or director | 1 | $0 | $118,764 | $58,113 |
| CARLEEN KREIDER | DIRECTOR Trustee or director | 1 | $0 | $2,012 | $0 |
| DAN EPSTEIN | HONORARY CO-CHAIR CAMPAIGN Trustee or director | 1 | $0 | $0 | $0 |
| EMILIE HERSH | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KRISTIN CRELLIN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JASMIN CASAS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| INGO HENTSCHEL | CO-CHAIR MILITARY ADVISORY COUNCIL Trustee or director | 1 | $0 | $0 | $0 |
| DAMIAN MCKINNEY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ALISHA WILKINS FRANKLIN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| TOMMY FRIEDRICH | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| TAYLOR SUTHERLAND | CHAIR FINANCE & INVESTMENT COMMITTEE Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SIMON KUO | VICE CHAIR, GOVERNANCE CHAIR Trustee or director | 1 | $0 | $0 | $0 |
| NATHANIEL KEIFER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LOU MONVILLE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KYLE CASEMENT | CHAIR, AUDIT Trustee or director | 1 | $0 | $0 | $0 |
| JASON SIMMONS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ESTHER PHAHLA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ANNIE NORVIEL | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BOB WESTFALL | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 25 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ELLEN NEUFELDT | DIRECTOR & CSUSM PRESIDENT Trustee or director | 1 | $0 | $490,988 | $49,899 |
| LEON WYDEN | TREASURER & SECRETARY Trustee or director, Officer | 1 | $0 | $276,230 | $65,574 |
| JESSICA BERGER | EXECUTIVE DIRECTOR Trustee or director, Officer | 1 | $0 | $274,565 | $65,631 |
| RAJ PILLAI | DIRECTOR Trustee or director | 1 | $0 | $178,334 | $54,734 |
| STEPHEN TSUI | DIRECTOR Trustee or director | 1 | $0 | $149,508 | $48,057 |
| CARLEEN KREIDER | DIRECTOR Trustee or director | 1 | $0 | $2,000 | $0 |
| STEVE WAGNER | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TAYLOR SUTHERLAND | CHAIR FINANCE & INVESTMENT COMMITTEE Trustee or director, Officer | 1 | $0 | $0 | $0 |
| EMILIE HERSH | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ANNIE NORVIEL | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KRISTIN CRELLIN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JASMIN CASAS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| TOMMY FRIEDRICH | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SIMON KUO | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| INGO HENTSCHEL | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DAMIAN MCKINNEY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BRIAN REYES | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| NATHANIEL KEIFER-WHEALS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LOU MONVILLE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JASON SIMMONS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ESTHER PHAHLA | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DAN EPSTEIN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BARBARA MANNINO | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ALISHA WILKINS FRANKLIN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| KYLE CASEMENT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 333 S TWIN OAKS VALLEY RD, SAN MARCOS, CA 92096-0001
- In care of
- % NEAL R HOSS
- Principal officer (990 for 2024)
- MICHELLE CLARK, 333 S TWIN OAKS VALLEY RD, SAN MARCOS, CA 92096
- Signed the 990
- MICHELLE CLARK, EXECUTIVE DIRECTOR
- Phone
- (760) 750-4400
- Return prepared by
- ALDRICH CPAS AND ADVISORS LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 80-0390564 or by the name CALIFORNIA STATE UNIVERSITY SAN MARCOS FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
THE CSUSM FOUNDATION SUPPORTS AND PROMOTES THE UNIVERSITY'S MISSION BY CULTIVATING AND MAXIMIZING PRIVATE CHARITABLE INVESTMENT, STEWARDING RESOURCES CAREFULLY, CREATING AND NURTURING MEANINGFUL REGIONAL RELATIONSHIPS AND PARTNERSHIPS, ENGAGING THE UNIVERSITY'S COMMUNITIES, ADVOCATING ON BEHALF OF THE UNIVERSITY, AND BUILDING AND SUSTAINING A CULTURE OF PHILANTHROPY.
Program accomplishments
- RECEIPTS OF GIFTS AND DONATIONS FOR VARIOUS CAMPUS PROGRAM ACTIVITIES INCLUDING NON-ENDOWED SCHOLARSHIPS, THE ACE FOSTER YOUTH SCHOLARSHIP PROGRAM, THE KAISER FOUNDATION NURSING STUDENT LOAN PROGRAM, THE SPICER STUDENT LOAN PROGRAM, SUPPORT FOR THE CAMPUS VETERANS CENTER, AND SUPPORT FOR THE CALIFORNIA INDIAN CULTURE AND SOVEREIGNTY CENTER.Expenses $4,895,390 · grants $822,806 · revenue $458,561
- RECEIPT OF ENDOWMENT AND SCHOLARSHIP GIFTS. THE ENDOWMENTS ARE INVESTED AND THE EARNINGS ARE USED TO PROVIDE STUDENT SCHOLARSHIPS.Expenses $1,618,495 · grants $1,618,495
What it must file and when
IRS records say it files Not required (state instrumentality). Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 80-0390564
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Organization supporting a government college or university
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2009
- Accounting year ends
- June
- Files
- Not required (state instrumentality)
- Category (NTEE)
- Health care (E11)
- Assets (IRS master file)
- $71,955,543
- Income (IRS master file)
- $15,385,942
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $12,443,352 | $7,290,097 | $71,955,543 | XML |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $14,532,422 | $6,293,524 | $63,404,246 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $7,581,215 | $5,360,221 | $50,872,000 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $6,283,551 | $4,747,676 | $45,550,226 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 80-0390564).
Questions about CALIFORNIA STATE UNIVERSITY SAN MARCOS FOUNDATION
- What is the EIN of CALIFORNIA STATE UNIVERSITY SAN MARCOS FOUNDATION?
- The employer identification number (EIN) of CALIFORNIA STATE UNIVERSITY SAN MARCOS FOUNDATION is 80-0390564.
- Is CALIFORNIA STATE UNIVERSITY SAN MARCOS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2009.
- Are donations to CALIFORNIA STATE UNIVERSITY SAN MARCOS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CALIFORNIA STATE UNIVERSITY SAN MARCOS FOUNDATION file?
- Form Not required (state instrumentality).
- When is the next return of CALIFORNIA STATE UNIVERSITY SAN MARCOS FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CALIFORNIA STATE UNIVERSITY SAN MARCOS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of CALIFORNIA STATE UNIVERSITY SAN MARCOS FOUNDATION?
- The 990 for the year ended June 30, 2025 names MICHELLE CLARK.
- Who are the officers and directors of CALIFORNIA STATE UNIVERSITY SAN MARCOS FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 25 people; 0 received compensation from the organization.
- How much revenue does CALIFORNIA STATE UNIVERSITY SAN MARCOS FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $12,443,352, expenses of $7,290,097 and total assets of $71,955,543 at year end.
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- MOUNTAIN SHADOWS ANCILLARY SERVICESINC EIN 20-3884244 · last filed 990 for 2025
- HEALING ODYSSEY INC EIN 35-2533287 · last filed 990-EZ for 2025
- SUMMIT FOR STEM CELL FOUNDATION EIN 47-4279391 · last filed 990-EZ for 2025
- INFORMED ACTION HARM REDUCTION EIN 84-4831934 · last filed 990-N for 2024
- TRACHS AND TUBES FOUNDATION INC EIN 87-4407730 · last filed 990-N for 2025
- NORTH COUNTY HEALTH PROJECT INC EIN 95-2847102 · last filed 990 for 2024
- CALIFORNIA STATE UNIVERSITY SAN MARCOS CORPORATION EIN 33-0397688 · last filed 990 for 2025