Civic Intelligence

Assoc Students Csuf Post-Retirement Employee Benefit Trust

990 • Fiscal year 2024 • EIN 26-2766369

Jul 01, 2023 to Jun 30, 2024 • Filed on May 09, 2025

Organization ProfileN/A
PO Box 6828Fullerton, CA 92834

(657) 278-2401

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

29th percentile

0.00x

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

2024 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.00x

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

2024 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2024

Net Margin

87th percentile

45%

Higher net margin than 87% of similar nonprofits.

2024 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

88th percentile

$265,968

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 37.5% of source-year revenue.

2024 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2024

Asset Growth

51st percentile

7.9%

Faster asset growth than 51% of similar nonprofits.

2024 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$5,150,770

Up $378,765 (+7.9%) from 2023

Net Assets

Up

$5,150,770

Up $378,765 (+7.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin87th percentile

Revenue

Up

$710,123

Up $727,729 (+4133%) from 2023

Expenses

Up

$391,373

Up $37,512 (+11%) from 2023

Net Income

Up

$318,750

Up $690,217 (+186%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2024

Assets$5,150,770
Liabilities$0
Net Assets$5,150,770
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2024

Revenue$710,123
Expenses$391,373
Net Income$318,750
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 9, 2025
Return Version
2023v6.0
Gross Receipts
$1,695,927
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$4,566,227$4,896,708▲ $330,481
Cash and Non-Interest-Bearing Accounts$93,583$214,033▲ $120,450
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$4,772,005$5,150,770▲ $378,765
Other Assets Total$112,195$40,029▼ $72,166
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,772,005$5,150,770▲ $378,765
Total Net Assets Fund Balance$4,772,005$5,150,770▲ $378,765
Total Liabilities and Net Assets / Fund Balance$4,772,005$5,150,770▲ $378,765
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleOtherTotal
Andrea OkohTrustee$147,800$147,800
Lydia PalaciosTrustee$142,176$142,176

Board Members and Trustees

NameTitle
Dave EdwardsExecutive Director
Joe MoralesTrustee
Kathleen PostalTrustee
Maysem AwadallaTrustee
Rob ScialdoneTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$710,123
Other Revenue
$0
Change in Net Assets
$318,750
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$52,756
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$338,617--$338,617
Fees for Service Investment Mgmnt Fees-$42,892-$42,892
Fees for Services Other-$5,550-$5,550
Fees for Services Accounting-$4,000-$4,000
Other Expenses-$7-$7
Total Functional Expenses$338,617$52,756$0$391,373
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
2025-05-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
dave edwards
Formed
2007
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
0
Employees
0

Preparer

Firm
GuzmanGray
Address
3200 Bristol St Ste 640, Costa Mesa, CA 92626
Preparer
John C Dahlin
Phone
9493160600
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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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
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IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
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IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
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IRS990/SchoolOperatingInd0false
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IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0643748
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0710123
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05150770
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IRS990/TravelGrp/TotalAmt00
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IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVE EDWARDS
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-09
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Costa Mesa
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN C DAHLIN
ReturnHeader/ReturnTs02025-05-09T15:08:24-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,150,770
Liabilities
$0
Net assets
$5,150,770
Revenue
$710,123
Expenses
$391,373
Net income
$318,750
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