Skip to content
ProPublica Donate
ProPublica Donate

Assoc Students Csuf Post Retirement Employee Benefit Trust

  • Fullerton, CA
  • Tax-exempt since Sept. 2008
  • EIN: 26-2766369

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Category: Mutual/Membership Benefit Organizations, Other / Voluntary Employees Beneficiary Associations (Non-Government) (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$710k (2024)

Expenses
$391k (2024)

Total Assets
$5.15M (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$710,123
Expenses
$391,373
Net Income
$318,750
Net Assets
$5,150,770
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $66,375
9.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $643,748
90.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $5,150,770
Total Liabilities $0
Net Assets $5,150,770
Compensation
Key Employees and Officers Compensation Related Other
Dave Edwards (Executive Dir.) $0 $237,836 $28,132
Kathleen Postal (Trustee) $0 $179,063 $12,165
Andrea Okoh (Trustee) $0 $136,109 $11,691
Lydia Palacios (Trustee) $0 $112,711 $29,465
Rob Scialdone (Trustee) $0 $0 $0
Maysem Awadalla (Trustee) $0 $0 $0
Joe Morales (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on May 9, 2025

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
-$17,606
Expenses
$353,861
Net Income
-$371,467
Net Assets
$4,772,005
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $61,678
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$79,284
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,772,005
Total Liabilities $0
Net Assets $4,772,005
Compensation
Key Employees and Officers Compensation Related Other
Dave Edwards (Trustee) $0 $198,033 $50,671
Carolyn Ehrlich (Trustee) $0 $140,019 $11,447
Lydia Palacios (Trustee) $0 $95,822 $40,251
Andrea Okoh (Trustee) $0 $98,386 $19,543
Rob Scialdone (Trustee) $0 $0 $0
Lydia Kelley (Trustee) $0 $0 $0
Jenna Maree Wong (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on May 23, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$527,797
Expenses
$329,652
Net Income
$198,145
Net Assets
$4,581,868
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $62,466
11.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $465,331
88.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,581,868
Total Liabilities $0
Net Assets $4,581,868
Compensation
Key Employees and Officers Compensation Related Other
Dave Edwards (Trustee) $0 $185,332 $57,375
Lydia Palacios (Trustee) $0 $93,897 $43,705
Carolyn Ehrlich (Trustee) $0 $84,363 $14,026
Andrea Okoh (Trustee) $0 $0 $0
Rob Scialdone (Trustee) $0 $0 $0
Joshua Mitchell (Trustee) $0 $0 $0
Christopher Carlsen (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on May 12, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$324,017
Expenses
$303,137
Net Income
$20,880
Net Assets
$5,408,922
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $63,745
19.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $260,272
80.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $5,408,922
Total Liabilities $0
Net Assets $5,408,922
Compensation
Key Employees and Officers Compensation Related Other
Dave Edwards (Trustee) $0 $181,101 $44,328
Carol Mcdoniel (Trustee) $0 $123,476 $25,973
Stephen Udell (Trustee) $0 $91,056 $51,675
Marcus Reveles (Trustee) $0 $0 $20,175
Selene Hanna (Trustee) $0 $0 $14,479
+ View more people

Document Links

990
Filed on March 25, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$246,743
Expenses
$287,488
Net Income
-$40,745
Net Assets
$4,558,841
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $83,056
33.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $163,687
66.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,558,841
Total Liabilities $0
Net Assets $4,558,841
Compensation
Key Employees and Officers Compensation Related Other
Keya Allen (Trustee) $0 $143,908 $25,794
Sharon Johnson (Trustee) $0 $127,514 $18,856
Lydia Palacios (Trustee) $0 $92,050 $37,891
Lionel Lawrence (Trustee) $0 $105,479 $8,856
Robert Scialdone (Trustee) $0 $112,320 $0
Stephen Udell (Trustee) $0 $91,056 $0
Aaron Auilar (Trustee) $0 $0 $0
Brittany Cook (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on April 27, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$143,711
Expenses
$282,260
Net Income
-$138,549
Net Assets
$4,576,339
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $84,588
58.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $59,123
41.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,576,339
Total Liabilities $0
Net Assets $4,576,339
Compensation
Key Employees and Officers Compensation Related Other
Lionel Lawrence (Trustee) $0 $101,827 $9,739
Stephen Udell (Trustee) $0 $89,509 $45,614
Robert Scialdone (Trustee) $0 $106,143 $58,001
Dave Edwards (Trustee) $0 $164,422 $27,291
Maisune Abu Elhaija (Trustee) $0 $0 $0
Ana Aldazabal (Trustee) $0 $0 $0
Sharon Johnson (Trustee) $0 $122,149 $18,327
Lydia Palacios (Trustee) $0 $61,868 $29,462
+ View more people

Document Links

990
Filed on May 14, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$330,339
Expenses
$290,144
Net Income
$40,195
Net Assets
$4,449,583
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $80,900
24.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $249,439
75.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,449,583
Total Liabilities $0
Net Assets $4,449,583
Compensation
Key Employees and Officers Compensation Related Other
Lionel Lawrence (Trustee) $0 $49,662 $3,910
Stephen Udell (Trustee) $0 $87,144 $41,571
Robert Scialdone (Trustee) $0 $102,250 $51,275
Dave Edwards (Trustee) $0 $156,915 $26,876
Glaiza Julian (Trustee) $0 $0 $0
Laila Dadabhoy (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 23, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$227,640
Expenses
$276,416
Net Income
-$48,776
Net Assets
$4,353,535
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $81,446
35.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $146,194
64.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,353,535
Total Liabilities $0
Net Assets $4,353,535
Compensation
Key Employees and Officers Compensation Related Other
Laura Hultman (Trustee) $0 $105,692 $29,176
Stephen Udell (Trustee) $0 $84,948 $39,644
Hang Nguyen (Trustee) $0 $76,943 $19,855
Dave Edwards (Trustee) $0 $146,704 $34,730
Rachel Lynch (Trustee) $0 $98,174 $29,442
Sharon Johnson (Trustee) $0 $95,936 $23,545
Manminder Gill (Trustee) $0 $0 $0
Yanitza Berrios (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on May 14, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$205,710
Expenses
$278,136
Net Income
-$72,426
Net Assets
$4,155,728
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $154,316
75.0%
Investment Income $75,999
36.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$24,605
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,155,728
Total Liabilities $0
Net Assets $4,155,728
Compensation
Key Employees and Officers Compensation Related Other
Kurt Borsting (Trustee) $0 $111,963 $30,524
Stephen Udell (Trustee) $0 $81,558 $45,018
Jeannie Mollenauer (Trustee) $0 $98,974 $40,846
David Edwards (Trustee) $0 $70,555 $10,675
Rachel Lynch (Trustee) $0 $85,410 $26,887
Sharon Johnson (Trustee) $0 $19,864 $3,159
Thi Thu Hang Nguyen (Trustee) $0 $70,717 $13,199
+ View more people

Document Links

990
Filed on May 8, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$449,957
Expenses
$273,602
Net Income
$176,355
Net Assets
$4,285,720
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $208,737
46.4%
Investment Income $75,706
16.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $158,357
35.2%
Net Inventory Sales $0
Other Revenue $7,157
1.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,285,720
Total Liabilities $0
Net Assets $4,285,720
Compensation
Key Employees and Officers Compensation Related Other
Fred Sanchez (Trustee) $0 $149,800 $31,131
Stephen Udell (Trustee) $0 $80,220 $34,115
Jeannie Mollenauer (Trustee) $0 $92,499 $37,370
Cathy Casil (Trustee) $0 $91,965 $27,058
Rachel Lynch (Trustee) $0 $81,264 $30,068
Kurt Borsting (Trustee) $0 $121,473 $44,481
+ View more people

Document Links

990
Filed on March 2, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$368,959
Expenses
$247,630
Net Income
$121,329
Net Assets
$4,118,132
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $160,639
43.5%
Investment Income $89,935
24.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $109,044
29.6%
Net Inventory Sales $0
Other Revenue $9,341
2.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,118,132
Total Liabilities $0
Net Assets $4,118,132
Compensation
Key Employees and Officers Compensation Related Other
Fred Sanchez (Trustee) $0 $133,865 $28,377
Stephen Udell (Trustee) $0 $78,636 $37,712
Jeannie Mollenauer (Trustee) $0 $90,153 $36,422
Laura Brown (Trustee) $0 $100,058 $40,502
Rohullah Latif (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on May 11, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$280,205
Expenses
$234,504
Net Income
$45,701
Net Assets
$3,670,877
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $167,051
59.6%
Investment Income $93,718
33.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $19,436
6.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,715,433
Total Liabilities $44,556
Net Assets $3,670,877

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$350,743
Expenses
$213,169
Net Income
$137,574
Net Assets
$3,403,216
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $261,383
74.5%
Investment Income $91,243
26.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,883
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,463,127
Total Liabilities $59,911
Net Assets $3,403,216

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$445,677
Expenses
$169,856
Net Income
$275,821
Net Assets
$3,323,777
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $321,892
72.2%
Investment Income $79,557
17.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $44,228
9.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,323,920
Total Liabilities $143
Net Assets $3,323,777

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

See an issue with the data?

Contact Us

About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated