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CAL STATE FULLERTON PHILANTHROPIC FOUNDATION

 2600 NUTWOOD AVE STE 850
 FULLERTON, CA 92831
[P] (657) 2784320
[F] (657) 2787666
www.fullerton.edu
http://foundation.fullerton.edu/
[email protected]
Lauren Sieven
FOUNDED: 1994
INCORPORATED: 1994
 Printable 1 Page Summary
 Printable Profile
Organization DBA CSFPF
Former Names --
Organization received a competitive grant from the community foundation in the past five years Yes
Employer Identification Number 33-0567945 00000

Summary


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Mission StatementMORE »

The Cal State Fullerton Philanthropic Foundation is responsible for the investment, and management of philanthropic gifts designated for the University. Donated funds are distributed by the Foundation to the campus when withdrawals are requested by authorized University account-holders. A variety of information is available here, primarily for on-campus account-holders on topics ranging from establishing new accounts to accessing donated funds. The Foundation is a tax-exempt 501(c)(3) organization.

All gifts received to the University are processed through University Advancement, Advancement Services. Gift processing information can be found at http://www.fullerton.edu/advancement/services/

Mission Statement

The Cal State Fullerton Philanthropic Foundation is responsible for the investment, and management of philanthropic gifts designated for the University. Donated funds are distributed by the Foundation to the campus when withdrawals are requested by authorized University account-holders. A variety of information is available here, primarily for on-campus account-holders on topics ranging from establishing new accounts to accessing donated funds. The Foundation is a tax-exempt 501(c)(3) organization.

All gifts received to the University are processed through University Advancement, Advancement Services. Gift processing information can be found at http://www.fullerton.edu/advancement/services/


FinancialsMORE »

Fiscal Year 2019
Projected Expenses $183,792.00
Projected Revenue $660,000.00

ProgramsMORE »

  • Veterans Resource Center
  • Guardian Scholars Program
  • Male Success Initiative

Revenue vs. Expense ($000s)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

For more details regarding the organization's financial information, select the financial tab and review available comments.


Overview


Mission Statement

The Cal State Fullerton Philanthropic Foundation is responsible for the investment, and management of philanthropic gifts designated for the University. Donated funds are distributed by the Foundation to the campus when withdrawals are requested by authorized University account-holders. A variety of information is available here, primarily for on-campus account-holders on topics ranging from establishing new accounts to accessing donated funds. The Foundation is a tax-exempt 501(c)(3) organization.

All gifts received to the University are processed through University Advancement, Advancement Services. Gift processing information can be found at http://www.fullerton.edu/advancement/services/


Background Statement

Established in 1957, Cal State Fullerton (CSUF) is one of the largest of the 23 California State University campuses. CSUF has matured into a comprehensive university fulfilling a multitude of needs. Its eight colleges enroll more than 40,000 students. The university offers our students 109 undergraduate and graduate degree programs, including science, mathematics, engineering, business, nursing, performing arts, athletics, and teaching. CSUF has more than 4,100 full and part-time faculty members.

Cal State Fullerton aspires to combine the best qualities of teaching and research universities where actively engaged students, faculty and staff work in close collaboration to expand knowledge. Our affordable undergraduate and graduate programs provide students the best of current practice, theory and research and integrate professional studies with preparation in the arts and sciences. Through experiences in and out of the classroom, students develop the habit of intellectual inquiry, prepare for challenging professions, strengthen relationships to their communities and contribute productively to society.

U.S. News & World Report (Sept. 2017) ranks CSUF among the nation’s top 25 “Most Innovative Schools” and includes CSUF on its list of “National Universities,” which offer a full range of undergraduate majors, plus master’s and doctoral programs, and emphasize faculty research. Diverse Issues in Higher Education (Aug. 2017) ranks CSUF No. 5 in the nation for baccalaureate degrees awarded to underrepresented students, based on data from the U.S. Department of Education. Hispanic Outlook in Higher Education (Aug. 2017) ranks CSUF No. 1 in California and No. 2 in the nation among top colleges and universities awarding degrees to Hispanics, based on data from the U.S. Department of Education. Princeton Review’s Best Business Schools (2018 edition) includes the Steven G. Mihaylo College of Business and Economics, the state’s largest accredited business college.


Impact Statement

Through a commitment to student success and philanthropic support, the Cal State Philanthropic Foundation Board of Governors is committed to elevating the campus to become the model comprehensive public university in the nation.

Goal 1: Increase student access and eliminate barriers to success
Improve access, persistence and graduation rates to ensure students are successful in an interdependent global community and contribute to the social and economic vitality of their communities.

Goal 2: Enhance student success through High Impact Practices (HIPs)
Increase participation in new and on-going efforts that support persistence and achievement of our students through High Impact Practices, also known as experiential learning.

Goal 3: Strengthen the educational environment through infrastructure improvements.
Enhance the educational environment through investments in the physical environment, system and operational capacity.

Goal 4: Improve alumni and stakeholder engagement
Increase alumni and stakeholder engagement with the campus to build lifelong connections and cultivate relationships with individuals and organizations in our region.

Needs Statement

The Cal State Fullerton Philanthropic Foundation supports the work of Cal State Fullerton's students, faculty and staff.  The most immediate needs that the foundation seeks to assist with include:
1. Student scholarships
2. Campus infrastructure
3. High Impact Practices
4. President's Strategic Fund
5. Emergency funding

CEO Statement

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Board Chair Statement

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Other Ways to Donate/Volunteer

To support the Cal State Fullerton Philanthropic Foundation, please call 657.278.5287 or visit its website at foundation.fullerton.edu.

Geographic Area Served

North Orange County
Central Orange County
West Orange County
South Orange County
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Organization Categories

  1. Education - Higher Education
  2. Education - Funding Raising & Fund Distribution
  3. -

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Programs


Veterans Resource Center

The Veterans Resource Center (VRC) is committed to assisting active and reserve military, veterans and dependents at California State University, Fullerton (CSUF). Offering comprehensive programming and support services, the VRC assists active and reserve military, veterans and dependents in successfully navigating the university’s academic environment by offering guidance, support services, campus and community resources and the certification of veterans and dependents educational benefits.

Budget  $938,535
Category  Education, General/Other Postsecondary Education
Population Served Military/Veterans
Program Short-Term Success  The short-term goal of the VRC is to increase the number of students who engage with the VRC's programs and services.  During the 2016-17 academic year, the VRC engaged approximately 30% of its student veterans and military connected students.  In the upcoming 2017-18 year, the program aims to increase the level of engagement to 35%.  Through this, the VRC  aims to promote a more smooth transition into and through university life, as well as increase opportunities for students to develop a greater sense of community and belonging.
Program Long-Term Success  The long-term goal of the VRC is increase the number of student veterans and military connected students who graduate from CSUF.  At the conclusion of the 2016-17 academic, student veterans at CSUF had a graduation rate of roughly 71%, with the vast majority completing their degree in either 6 years (for a traditional student who entered as a freshman) or 4 years (for students who entered as transfers.  Through intentional efforts, the VRC aims to both increase the graduation rate and decrease the time to degree to student veterans.
Program Success Monitored By  The VRC staff will monitor success through a variety of factors including student success outcomes (G.P.A., persistence rates and graduation rates) and student assessments which will evaluate program relevancy and effectiveness.
Examples of Program Success  --

Guardian Scholars Program

Cal State Fullerton’s Guardian Scholars Program is committed to support ambitious, college-bound students exiting the foster care system. We provide a comprehensive wide-ranging program that contributes to the quality and depth of the student’s university experience. We serve as a resource for young adults by assisting in their development and equipping them with the educational and interpersonal skills necessary to become self-supporting, community leaders, role models, and competent professionals in their selected fields.
Budget  542,000
Category  Education, General/Other Student Services
Population Served At-Risk Populations
Program Short-Term Success  Beginning in 2016, the University made the decision to broaden the reach of the Guardian Scholars Program to include the campus’ full current and former foster youth population (approximately 100 students). Under this expanded model, the Guardian Scholars Program is now able to provide support to all CSUF students who are current or former foster youth through a tiered level of support. CSUF and the Guardian Scholars Program are committed to furthering the success of all current and former foster youth. Recognizing that the levels of support vary amongst the two groups (Leadership Scholars and Full Population), program staff have established objectives that reflect the level of support and services offered to each of the two groups.
Program Long-Term Success 

Established by Cal State Fullerton in 1998, the Guardian Scholars Program was the first program of its kind in the nation to help former foster youth improve their educational outcomes. Committed to supporting ambitious, college-bound students existing the foster youth system, the Guardian Scholars Program provides comprehensive intervention supports and financial assistance to current and former foster youth so that they can graduate from CSUF with a bachelor’s degree and become independent, productive members of society.

Through most of its nearly 20 year history, the Guardian Scholars Program has served a select group of 40-45 foster youth, providing each student with a scholarship that covers their full cost of attendance and a comprehensive suite of support services aimed at positively impacting their academic, personal and professional outcomes.
Program Success Monitored By  Ensuring that our students are ready and able to succeed in the global workforce is of paramount importance to the Guardian Scholars Program. To ensure that the Program is helping our students achieve their highest level of success, the Program annually assesses its programs, services and students in order to verify that interventions offered are effective, timely and meet the needs of our students. To evaluate if our program goals are met, the Director for Scholars and Assistant Director, Guardian Scholars Program monitor students’ academic progress, enrollment, financial and housing needs through mid-semester progress reports, individual student advising meetings, and data collection (enrollment, final grades, degree progress, etc.) from various campus information systems.
Examples of Program Success  --

Male Success Initiative

CSUF’s Male Success Initiative-Fullerton (MSI) supports and advances the potential of undergraduate men of color by providing tailored programming and services that empower men of color with the skills and knowledge needed to foster academic success. MSI supports the academic excellence and equity of men of color by: establishing a support network of mentors, increasing graduation & retention rates and strengthening the sense of brotherhood among all CSUF students who self-identify as men of color.

Budget  $10,000.00
Category  Education, General/Other Educational Programs
Population Served Minorities Males
Program Short-Term Success 
Through engagement with MSI, CSUF aims to improve student success outcomes for males of color, with an intentional focus on increasing:
- Student persistence
- Student retention
- Overall G.P.A.
 
In order to determine whether MSI efforts are impacting the outcomes listed above, MSI's short-term goal in the next year will be to evaluate student data in order to establish baselines for graduation, persistence, retention and G.P.A for CSUF's men of color. 
 
 
 
 
Program Long-Term Success 
The long-term goal of MSI is to promote the academic excellence of students who self-identify as men of color at Cal State Fullerton through their sustained persistence and ultimate graduation from CSUF with a college degree.  Through baselines that will be established this academic year, MSI will work towards a long-term goal of increasing the graduation rates of males of color at CSUF.
Program Success Monitored By  The success of the Male Success Initiative will be assessed yearly by program staff.  In addition, the program will track retention, persistence and graduation rates to determine program success.
Examples of Program Success  Since the program was first piloted in 2013, MSI has served more than 150 men of color at CSUF.

Management


CEO/Executive Director Kerri Ruppert Schiller
CEO Term Start --
CEO Email [email protected]
CEO Experience --

Former CEOs and Terms

Name Start End
-- -- --

Senior Staff

Name Title Experience/Biography
-- -- --

Awards

Award Awarding Organization Year
-- -- --

Affiliations

Affiliation Year
-- --

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --

Collaborations

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Staff Information

Number of Full Time Staff 0
Number of Part Time Staff 0
Number of Volunteers 32
Number of Contract Staff 3
Staff Retention Rate % --
Staff Professional Development Yes

Staff Demographics

Ethnicity African American/Black: --
Asian American/Pacific Islander: --
Caucasian: --
Hispanic/Latino: --
Native American/American Indian: --
Other: --
Other (if specified): --
Gender Female: --
Male: --
Not Specified --

Plans & Policies

Organization has Fundraising Plan? --
Organization has Strategic Plan? Yes
Years Strategic Plan Considers 5
Management Succession Plan --
Organization Policies And Procedures --
Business Continuity of Operations Plan --

Risk Management Provisions

Nondiscrimination Policy --
Whistle Blower Policy --
Document Destruction Policy --
Directors and Officers Insurance Policy --

Reporting and Evaluations

Management Reports to Board? --
CEO Formal Evaluation and Frequency -- --
Senior Management Formal Evaluation and Frequency -- --
Non Management Formal Evaluation and Frequency -- --

Government Licenses

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CEO Comments

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Foundation Comments

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Governance


Board Chair Kerri Ruppert Schiller
Board Chair Company Affiliation --
Board Chair Term -
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Dick Ackerman -- Voting
Vanessa Acuna '02 -- Voting
Robert Alvarado '87 -- Voting
Dan Black '67 -- Voting
Josh Borjas '19 Student Representative Voting
Paul Carter '92 -- Voting
Joe Cevantes -- Voting
Bill Cheney -- Voting
Mark Clarke -- Voting
Scott Coler '85 -- Voting
Rachelle Cracchiolo '71, '76 -- Voting
Martha Daniel -- Voting
Regino Diaz '00, '03 -- Voting
David Doran '75 -- Voting
Gina Fales '94 -- Voting
Gary Green '80 -- Voting
Charles Harmon -- Voting
Joseph Hensley -- Voting
Hector Infante -- Voting
Roger Kotch '81 -- Voting
Daniele LeCesne -- Exofficio
Stefanie Light '96 -- Exofficio
Henry Martinez '75 -- Voting
Tam Nguyen '05 -- Voting
Ingrid Otero-Smart -- Voting
Maya Patel -- Voting
Geoffrey Payne '80 -- Voting
Kerri Ruppert Schiller '82 -- Voting
Greg Saks -- Voting
Ernie Schroeder '76 -- Voting
Jon Smith '02 -- Voting
Jeffrey Van Harte '80 -- Voting
Victoria Vasques '76 -- Voting
Framroze Virjee -- Voting
Mike Weisman '76 -- Voting
Bonnie Williams Ph.D. Faculty Representative Voting

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Additional Board Members and Affiliations

Name Company Affiliations Status
-- -- --

Board Demographics

Ethnicity African American/Black: 1
Asian American/Pacific Islander: 3
Caucasian: 22
Hispanic/Latino: 7
Native American/American Indian: 2
Other: --
Other (if specified): --
Gender Female: 10
Male: 25
Not Specified 0

Board Information

Board Term Lengths --
Board Term Limits --
Board Meeting Attendance % --
Written Board Selection Criteria --
Written Conflict Of Interest Policy --
Percentage of Monetary Contributions 97%
Percentage of In-Kind Contributions 25%
Board Orientation --

CEO Comments

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Foundation Comments

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Standing Committees

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Financials


Revenue vs. Expense ($000s)

Expense Breakdown 2017 (%)

Expense Breakdown 2016 (%)

Expense Breakdown 2015 (%)

Fiscal Year July 01, 2018 to June 30, 2019
Projected Revenue $660,000.00
Projected Expenses $183,792.00
Form 990s

2017 Form 990

2016 Form 990

2015 CSFPF 990

2014 CSFPF 990

2013 CSFPF 990

2012 Form 990

Audit Documents

2017 CSFPF Audited Financials

IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2017 2016 2015
Total Revenue $16,997,318 $12,047,658 $10,830,484
Total Expenses $8,939,941 $8,243,954 $7,677,161

Prior Three Years Revenue Sources

Revenue By Revenue Source
Fiscal Year 2017 2016 2015
Foundation and
Corporation Contributions
$8,170,537 $8,497,634 $7,722,827
Government Contributions $0 $0 $0
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified -- $0 $0
Individual Contributions -- -- --
Indirect Public Support $117,293 $140,815 $54,462
Earned Revenue $1,097,701 $832,763 $1,098,934
Investment Income, Net of Losses $1,911,910 $1,335,816 $1,120,524
Membership Dues -- $0 $0
Special Events $1,375,323 $1,262,750 $733,946
Revenue In-Kind $3,831,878 $1,494,319 $1,676,780
Other $492,676 $334,043 $604,435

Prior Three Years Expense Allocations

Expense By Type
Fiscal Year 2017 2016 2015
Program Expense $7,354,085 $6,919,419 $6,296,328
Administration Expense $383,309 $446,850 $420,661
Fundraising Expense $1,202,547 $877,685 $960,172
Payments to Affiliates -- $0 $0
Total Revenue/Total Expenses 1.90 1.46 1.41
Program Expense/Total Expenses 82% 84% 82%
Fundraising Expense/Contributed Revenue 12% 9% 11%

Prior Three Years Assets and Liabilities

Assets and Liabilities
Fiscal Year 2017 2016 2015
Total Assets $89,863,430 $78,444,278 $75,679,184
Current Assets $30,107,448 $26,266,766 $27,584,938
Long-Term Liabilities -- $0 $0
Current Liabilities $2,540,162 $2,386,172 $2,754,630
Total Net Assets $87,323,268 $76,058,106 $72,924,554

Short Term Solvency

Fiscal Year 2017 2016 2015
Current Ratio: Current Assets/Current Liabilities 11.85 11.01 10.01

Long Term Solvency

Fiscal Year 2017 2016 2015
Long-term Liabilities/Total Assets 0% 0% 0%
Endowment Value $61,000,000.00
Spending Policy Percentage
Percentage(If selected) 3%
Are you currently in a Capital Campaign? No
Capital Campaign Purpose --
Campaign Goal --
Capital Campaign Dates -
Capital Campaign Raised-to-Date Amount --
Capital Campaign Anticipated in Next 5 Years? Yes

CEO Comments

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Foundation Comments

Summary financial data is per the audited financial statements and Form 990s and consultation with the organization. Foundation/corporate and individual contributions are combined under Foundation and Corporation Contributions.

Documents


Other Documents

No Other Documents currently available.