Civic Intelligence

Assoc Students Csuf Post-Retirement

EIN 26-2766369 • 501(c)9 • Fullerton, CA

Profile

The trust is established to serve as a funding vehicle for post-retirement benefits for retired associated students cal state university fullerton employees by payment of the employer's contribution towards insurance premiums for eligible retirees.

PO Box 6828Fullerton, CA 92834

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

31st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

38th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $5M-$10M nonprofits • Source year 2025

Net Margin

11th percentile

-36%

Higher net margin than 11% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

85th percentile

$233,592

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 74.1% of source-year revenue.

501(c)9 • $5M-$10M nonprofits • Source year 2025

Asset Growth

42nd percentile

2.9%

Faster asset growth than 42% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

4th percentile

-56%

Faster revenue growth than 4% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$5,300,764

Up $149,994 (+2.9%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$5,300,764

Up $149,994 (+2.9%) from 2024

Operations
Liabilities / Revenue38th percentileNet Margin11th percentile

Revenue

Down

$315,443

Down $394,680 (-56%) from 2024

Expenses

Up

$429,257

Up $37,884 (+9.7%) from 2024

Net Income

Down

-$113,814

Down $432,564 (-136%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth42nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$6.0M$4.0M$2.0M$0Assets 2014: $4,118,132Liabilities 2014: $0Net Assets 2014: $4,118,1322014Assets 2015: $4,285,720Liabilities 2015: $0Net Assets 2015: $4,285,7202015Assets 2016: $4,155,728Liabilities 2016: $0Net Assets 2016: $4,155,7282016Assets 2017: $4,353,535Liabilities 2017: $0Net Assets 2017: $4,353,5352017Assets 2018: $4,449,583Liabilities 2018: $0Net Assets 2018: $4,449,5832018Assets 2019: $4,576,339Liabilities 2019: $0Net Assets 2019: $4,576,3392019Assets 2020: $4,558,841Liabilities 2020: $0Net Assets 2020: $4,558,8412020Assets 2021: $5,408,922Liabilities 2021: $0Net Assets 2021: $5,408,9222021Assets 2022: $4,581,868Liabilities 2022: $0Net Assets 2022: $4,581,8682022Assets 2023: $4,772,005Liabilities 2023: $0Net Assets 2023: $4,772,0052023Assets 2024: $5,150,770Liabilities 2024: $0Net Assets 2024: $5,150,7702024Assets 2025: $5,300,764Liabilities 2025: $0Net Assets 2025: $5,300,7642025

Highlighted filing

2025

Assets$5,300,764
Liabilities$0
Net Assets$5,300,764
Open 2025 Filing

Operations Trend

Revenue Growth4th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2014: $368,959Expenses 2014: $247,630Net Income 2014: $121,3292014Revenue 2015: $449,957Expenses 2015: $273,602Net Income 2015: $176,3552015Revenue 2016: $205,710Expenses 2016: $278,136Net Income 2016: -$72,4262016Revenue 2017: $227,640Expenses 2017: $276,416Net Income 2017: -$48,7762017Revenue 2018: $330,339Expenses 2018: $290,144Net Income 2018: $40,1952018Revenue 2019: $143,711Expenses 2019: $282,260Net Income 2019: -$138,5492019Revenue 2020: $246,743Expenses 2020: $287,488Net Income 2020: -$40,7452020Revenue 2021: $324,017Expenses 2021: $303,137Net Income 2021: $20,8802021Revenue 2022: $527,797Expenses 2022: $329,652Net Income 2022: $198,1452022Revenue 2023: -$17,606Expenses 2023: $353,861Net Income 2023: -$371,4672023Revenue 2024: $710,123Expenses 2024: $391,373Net Income 2024: $318,7502024Revenue 2025: $315,443Expenses 2025: $429,257Net Income 2025: -$113,8142025

Highlighted filing

2025

Revenue$315,443
Expenses$429,257
Net Income-$113,814
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,300,764
Liabilities
$0
Net assets
$5,300,764
Revenue
$315,443
Expenses
$429,257
Net income
-$113,814
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.30$0.00$5.30$0.32$0.43$0.11
2024Detailed filing. Detailed filing data is available for this year.$5.15$0.00$5.15$0.71$0.39$0.32
2023Detailed filing. Detailed filing data is available for this year.$4.77$0.00$4.77$0.02$0.35$0.37
2022Detailed filing. Detailed filing data is available for this year.$4.58$0.00$4.58$0.53$0.33$0.20
2021Detailed filing. Detailed filing data is available for this year.$5.41$0.00$5.41$0.32$0.30$0.02
2020Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$0.25$0.29$0.04
2019Detailed filing. Detailed filing data is available for this year.$4.58$0.00$4.58$0.14$0.28$0.14
2018Detailed filing. Detailed filing data is available for this year.$4.45$0.00$4.45$0.33$0.29$0.04
2017Detailed filing. Detailed filing data is available for this year.$4.35$0.00$4.35$0.23$0.28$0.05
2016Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.21$0.28$0.07
2015Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$0.45$0.27$0.18
2014Detailed filing. Detailed filing data is available for this year.$4.12$0.00$4.12$0.37$0.25$0.12
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 25, 2026
Return Version
2024v5.2
Gross Receipts
$1,613,591
Mission and Program Overview

Mission

The trust is established to serve as a funding vehicle for post-retirement benefits for retired associated students cal state university fullerton employees by payment of the employer's contribution towards insurance premiums for eligible retirees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,896,708$5,176,868▲ $280,160
Cash and Non-Interest-Bearing Accounts$214,033$190,482▼ $23,551
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$5,150,770$5,300,764▲ $149,994
Other Assets Total$40,029$-66,586▼ $106,615
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,150,770$5,300,764▲ $149,994
Total Net Assets Fund Balance$5,150,770$5,300,764▲ $149,994
Total Liabilities and Net Assets / Fund Balance$5,150,770$5,300,764▲ $149,994
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleOtherTotal
Andrea OkohTrustee$135,110$135,110

Board Members and Trustees

NameTitle
Dave EdwardsExecutive Director
Joe MoralesTrustee
Kathleen PostalTrustee
Rob ScialdoneTrustee
Samantha NgoTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$315,443
Other Revenue
$0
Change in Net Assets
$-113,814
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$54,642
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$374,615--$374,615
Fees for Service Investment Mgmnt Fees-$46,325-$46,325
Fees for Services Other-$5,000-$5,000
Fees for Services Accounting-$3,000-$3,000
Other Expenses-$7-$7
Total Functional Expenses$374,615$54,642$0$429,257
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The return was provided to the trustees before filing.”

Form 990, Part VI, Section B, Line 12C

“The organization's conflict of interest policy must be read and signed annually by each board member.”

Form 990, Part VI, Section C, Line 19

“Available upon written request and on organization's website.”

Filing and Contact Details

Filer

Filer Name
Assoc Students Csuf Post-retirement
EIN
26-2766369
Phone
6572782401
Address
PO BOX 6828, FULLERTON, CA 92834

Signing Officer

Name
Dave Edwards
Title
Trustee
Signed
2026-03-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
dave edwards
Formed
2007
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
0
Employees
0

Preparer

Firm
Excel Tax Group
Address
130 Vantis Dr Ste 145, Aliso Viejo, CA 92656
Preparer
Sam Dodin
Phone
9492982908
Raw XML Appendix358 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0THE TRUST IS ESTABLISHED TO SERVE AS A FUNDING VEHICLE FOR POST-RETIREMENT BENEFITS FOR RETIRED ASSOCIATED STUDENTS CAL STATE UNIVERSITY FULLERTON EMPLOYEES BY PAYMENT OF THE EMPLOYER'S CONTRIBUTION TOWARDS INSURANCE PREMIUMS FOR ELIGIBLE RETIREES.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/ProgramServicesAmt0374615
IRS990/BenefitsToMembersGrp/TotalAmt0374615
IRS990/BooksInCareOfDetail/PersonNm0CONTROLLER
IRS990/BooksInCareOfDetail/PhoneNum06572782401
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 6828
IRS990/BooksInCareOfDetail/USAddress/CityNm0FULLERTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd092834
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0214033
IRS990/CashNonInterestBearingGrp/EOYAmt0190482
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt0374615
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0315443
IRS990/CYOtherExpensesAmt054642
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-113814
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0429257
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0315443
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0THE TRUST IS ESTABLISHED TO SERVE AS A FUNDING VEHICLE FOR POST-RETIREMENT BENEFITS FOR RETIRED ASSOCIATED STUDENTS CAL STATE UNIVERSITY FULLERTON EMPLOYEES BY PAYMENT OF THE EMPLOYER'S CONTRIBUTION TOWARDS INSURANCE PREMIUMS FOR ELIGIBLE RETIREES.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03000
IRS990/FeesForServicesAccountingGrp/TotalAmt03000
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt05000
IRS990/FeesForServicesOtherGrp/TotalAmt05000
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt046325
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt046325
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0DAVE EDWARDS
IRS990/Form990PartVIISectionAGrp/PersonNm1KATHLEEN POSTAL
IRS990/Form990PartVIISectionAGrp/PersonNm2ANDREA OKOH
IRS990/Form990PartVIISectionAGrp/PersonNm3SAMANTHA NGO
IRS990/Form990PartVIISectionAGrp/PersonNm4ROB SCIALDONE
IRS990/Form990PartVIISectionAGrp/PersonNm5JOE MORALES
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0233592
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1177795
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2135110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0Executive Dir.
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02007
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0214734
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01512882
IRS990/GrossReceiptsAmt01613591
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0100709
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0100709
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04896708
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05176868
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01298148
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0THE TRUST IS ESTABLISHED TO SERVE AS A FUNDING VEHICLE FOR POST-RETIREMENT BENEFITS FOR RETIRED ASSOCIATED STUDENTS CAL STATE UNIVERSITY FULLERTON EMPLOYEES BY PAYMENT OF THE EMPLOYER'S CONTRIBUTION TOWARDS INSURANCE PREMIUMS FOR ELIGIBLE RETIREES.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt05150770
IRS990/NetAssetsOrFundBalancesEOYAmt05300764
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0214734
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0214734
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0263808
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05150770
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05300764
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt040029
IRS990/OtherAssetsTotalGrp/EOYAmt0-66586
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0TAX WITHHELD
IRS990/OtherExpensesGrp/Desc1SERVICE CHARGES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0310
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt17
IRS990/OtherExpensesGrp/TotalAmt0310
IRS990/OtherExpensesGrp/TotalAmt17
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0dave edwards
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt0338617
IRS990/PYInvestmentIncomeAmt0710123
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt052756
IRS990/PYRevenuesLessExpensesAmt0318750
IRS990/PYTotalExpensesAmt0391373
IRS990/PYTotalRevenueAmt0710123
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-113814
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0233592
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1177795
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DAVE EDWARDS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1KATHLEEN POSTAL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Executive Dir.
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1Trustee
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0233592
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1177795
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RETURN WAS PROVIDED TO THE TRUSTEES BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S CONFLICT OF INTEREST POLICY MUST BE READ AND SIGNED ANNUALLY BY EACH BOARD MEMBER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON WRITTEN REQUEST AND ON ORGANIZATION'S WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section C, Line 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0ASSOCIATED STUDENTS CA ST UNIV FULLERTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0956006691
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0COLLEGE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0TYPE 3 SUPPORT ORG
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0800 N STATE COLLEGE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0FULLERTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd092834
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt05150770
IRS990/TotalAssetsEOYAmt05300764
IRS990/TotalAssetsGrp/BOYAmt05150770
IRS990/TotalAssetsGrp/EOYAmt05300764
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt054642
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0374615
IRS990/TotalFunctionalExpensesGrp/TotalAmt0429257
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05150770
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05300764
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0100709
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0214734
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0315443
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05150770
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05300764
IRS990/TotReportableCompRltdOrgAmt0546497
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVE EDWARDS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ASSOC STUDENTS CSUF POST-RETIREMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EMPLOYEE BENEFIT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ASSO
ReturnHeader/Filer/EIN0262766369
ReturnHeader/Filer/PhoneNum06572782401
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 6828
ReturnHeader/Filer/USAddress/CityNm0FULLERTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092834
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0933375693
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0EXCEL TAX GROUP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0130 Vantis Dr Ste 145
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Aliso Viejo
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092656
ReturnHeader/PreparerPersonGrp/PhoneNum09492982908
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Sam Dodin
ReturnHeader/ReturnTs02026-03-25T11:19:00-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.