Nonprofit · EIN 95-3948691
POINT LOMA NAZARENE UNIVERSITY FOUNDATION
Tax-exempt · SAN DIEGO, CA 92106
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $18,797,883 | $1,440,844 | $17,357,039 | $122,189,445 | $3,186,988 | $119,002,457 |
| June 30, 2024 | 990 | $4,807,116 | $1,531,894 | $3,275,222 | $108,584,097 | $13,846,713 | $94,737,384 |
| June 30, 2023 | 990 | $10,349,600 | $1,514,014 | $8,835,586 | $87,030,587 | $2,366,419 | $84,664,168 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $14,479,271
- Program service revenue
- $0
- Investment income
- $4,299,682
- Net rental income
- $18,930
- Net gain from sales of assets
- $1,617,603
- Other revenue
- $18,930
Expenses
- Grants and similar amounts paid
- $1,061,211
- Other salaries and wages
- $5,174
- Salaries, compensation and benefits (total)
- $5,187
- Professional fundraising fees
- $0
- Occupancy
- $9,625
- Travel
- $4,494
- Program services (functional)
- $1,070,836
- Management and general (functional)
- $370,008
Balance sheet and other
- Total assets, start of year
- $108,584,097
- Total assets, end of year
- $122,189,445
- Total liabilities, end of year
- $3,186,988
- Net assets, end of year
- $119,002,457
- Land, buildings and equipment
- $22,016,369
- Publicly traded securities
- $86,110,782
- Net assets without donor restrictions
- $66,469,987
- Net assets with donor restrictions
- $52,532,470
- Gross receipts
- $25,494,413
- Employees
- 0
- Volunteers
- 10
- Year formed
- 1965
- 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 |
|---|---|---|---|---|---|
| KERRY FULCHER | EX OFFICIO DIRECTOR Trustee or director | 1 | $0 | $307,371 | $60,460 |
| JOSEPH LALUZERNE | TREASURER Trustee or director, Officer | 1 | $0 | $225,198 | $54,410 |
| GARY SMEE | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SCOTT MCGUCKIN | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| GILBERT WAI | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MENDELL THOMPSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MIKE GEBHART | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DOUGLAS PIERCE | EX OFFICIO DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RUDY THOMAS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ROB HONER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BEN CHERRY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARK COONS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| HEATHER CORDELL | EX OFFICIO DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LARRY FRY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| STEVE HEAP | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Robert Brower | Ex Officio Director Trustee or director | 1 | $0 | $391,220 | $49,877 |
| Joe LaLuzerne | Treasurer Trustee or director, Officer | 1 | $0 | $216,201 | $59,657 |
| Gary Smee | President Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Gilbert Wai | Secretary Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Scott McGuckin | Vice President Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Carolyn Downey | Director Trustee or director | 1 | $0 | $0 | $0 |
| Daryl Nicholson | Director Trustee or director | 1 | $0 | $0 | $0 |
| Douglas Pierce | Director Trustee or director | 1 | $0 | $0 | $0 |
| Mendell Thompson | Director Trustee or director | 1 | $0 | $0 | $0 |
| Mike Gebhart | Director Trustee or director | 1 | $0 | $0 | $0 |
| Rob Honer | Director Trustee or director | 1 | $0 | $0 | $0 |
| Rudy Thomas | Director Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 13 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Robert Brower | Ex Officio Director Trustee or director | 1 | $0 | $425,443 | $50,598 |
| Joe LaLuzerne | Treasurer Trustee or director, Officer | 1 | $0 | $227,964 | $58,697 |
| Kelly Smith | Ex Officio Director Trustee or director | 1 | $0 | $200,012 | $59,746 |
| Gary Smee | President Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Gilbert Wai | Secretary Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Scott McGuckin | Vice President Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Carolyn Downey | Director Trustee or director | 1 | $0 | $0 | $0 |
| Daryl Nicholson | Director Trustee or director | 1 | $0 | $0 | $0 |
| Doug Pierce | Director Trustee or director | 1 | $0 | $0 | $0 |
| Mendell Thompson | Director Trustee or director | 1 | $0 | $0 | $0 |
| Mike Gebhart | Director Trustee or director | 1 | $0 | $0 | $0 |
| Rob Honer | Director Trustee or director | 1 | $0 | $0 | $0 |
| Rudy Thomas | Director Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3900 LOMALAND DR, SAN DIEGO, CA 92106-2810
- Principal officer (990 for 2024)
- GARY SMEE, 3900 LOMALAND DRIVE, SAN DIEGO, CA 92106
- Signed the 990
- JOSEPH D LALUZERNE, TREASURER
- Phone
- (619) 849-2200
- Website
- WWW.POINTLOMA.EDU
- Return prepared by
- CRI CAPIN CROUSE ADVISORS LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 95-3948691 or by the name POINT LOMA NAZARENE UNIVERSITY 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 PRIMARY OBJECTIVES AND PURPOSES OF THIS CORPORATION SHALL BE TO PROMOTE MAJOR GIFT FUNDRAISING FOR POINT LOMA NAZARENE UNIVERSITY THROUGH EXCELLENCE IN STRATEGIC DEVELOPMENT, MAJOR DONOR ENGAGEMENT, AND OVERSIGHT OF FOUNDATION ASSETS.
Program accomplishments
- FUNDS RAISED BY THE PLNU FOUNDATION ARE PRIMARILY USED TO SUPPORT POINT LOMA NAZARENE UNIVERSITY IN THE FORM OF STUDENT FINANCIAL AID.Expenses $1,070,836 · grants $1,061,211
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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
- 95-3948691
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Church
- Exempt since
- 1963
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B110)
- Group exemption
- 1588: CHURCH OF THE NAZARENE INC
- Assets (IRS master file)
- $122,189,445
- Income (IRS master file)
- $25,494,413
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $18,797,883 | $1,440,844 | $122,189,445 | IRS |
| 990 | June 2024 | $4,807,116 | $1,531,894 | $108,584,097 | XML |
| 990 | June 2023 | $10,349,600 | $1,514,014 | $87,030,587 | XML |
| 990 | June 2022 | $10,051,480 | $1,500,930 | $75,339,326 | 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 95-3948691).
Questions about POINT LOMA NAZARENE UNIVERSITY FOUNDATION
- What is the EIN of POINT LOMA NAZARENE UNIVERSITY FOUNDATION?
- The employer identification number (EIN) of POINT LOMA NAZARENE UNIVERSITY FOUNDATION is 95-3948691.
- Is POINT LOMA NAZARENE UNIVERSITY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1963.
- Which annual return does POINT LOMA NAZARENE UNIVERSITY FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of POINT LOMA NAZARENE UNIVERSITY 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 POINT LOMA NAZARENE UNIVERSITY 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 POINT LOMA NAZARENE UNIVERSITY FOUNDATION?
- The 990 for the year ended June 30, 2025 names GARY SMEE.
- Who are the officers and directors of POINT LOMA NAZARENE UNIVERSITY FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does POINT LOMA NAZARENE UNIVERSITY FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $18,797,883, expenses of $1,440,844 and total assets of $122,189,445 at year end.
Other nonprofits in SAN DIEGO
- NATIONAL UNIVERSITY EIN 23-7172306 · last filed 990 for 2025
- SAN DIEGO STATE UNIVERSITY FOUNDATION EIN 95-6042721 · last filed 990 for 2025
- POINT LOMA NAZARENE UNIVERSITY EIN 95-1644035 · last filed 990 for 2025
- HIGH TECH HIGH EIN 33-0866664 · last filed 990 for 2025
- AZTEC SHOPS LTD EIN 95-0516240 · last filed 990 for 2025
- AVID CENTER EIN 33-0522594 · last filed 990 for 2024
- CAMBIAR EDUCATION EIN 81-3508420 · last filed 990 for 2024
- FRANCIS PARKER SCHOOL EIN 95-1696720 · last filed 990 for 2025