Civic Intelligence

California Polytechnic State University Foundation

990 • Fiscal year 2023 • EIN 20-4927897

Jul 01, 2022 to Jun 30, 2023 • Filed on May 01, 2024

Organization ProfileWWW.CALPOLYFOUNDATION.ORG
One Grand Avenue Bldg 117 208San Luis Obispo, CA 93407-0443

(805) 756-5864

Siviq Scores

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

Liabilities / Assets

14th percentile

0.03x

Higher debt load relative to assets than 14% of similar nonprofits.

2023 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2023

Liabilities / Revenue

31st percentile

0.30x

Higher debt load relative to revenue than 31% of similar nonprofits.

2023 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2023

Net Margin

48th percentile

1.3%

Higher net margin than 48% of similar nonprofits.

2023 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2023

Top Officer Pay

37th percentile

$609,939

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2023 filings • 501(c)3 • $250M-$1B nonprofits • Source year 2023

Asset Growth

46th percentile

4.1%

Faster asset growth than 46% of similar nonprofits.

2023 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2022 to 2023

Revenue Growth

13th percentile

-21%

Faster revenue growth than 13% of similar nonprofits.

2023 filings • 501(c)3 • $250M-$1B nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$403,663,890

Up $15,830,016 (+4.1%) from 2022

Net Assets

Up

$389,754,427

Up $16,569,495 (+4.4%) from 2022

Liabilities

Down

$13,909,463

Down $739,479 (-5.0%) from 2022

Revenue And Expenses
Liabilities / Revenue31st percentileNet Margin48th percentile

Revenue

Down

$46,982,068

Down $12,149,865 (-21%) from 2022

Expenses

Down

$46,371,070

Down $11,173,554 (-19%) from 2022

Net Income

Down

$610,998

Down $976,311 (-62%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$600M$400M$200M$0Assets 2010: $206,695,624Liabilities 2010: $10,258,796Net Assets 2010: $196,436,8282010Assets 2011: $236,590,212Liabilities 2011: $9,750,506Net Assets 2011: $226,839,7062011Assets 2012: $229,626,631Liabilities 2012: $10,330,035Net Assets 2012: $219,296,5962012Assets 2013: $243,683,119Liabilities 2013: $10,129,321Net Assets 2013: $233,553,7982013Assets 2014: $267,112,960Liabilities 2014: $10,382,270Net Assets 2014: $256,730,6902014Assets 2015: $281,410,732Liabilities 2015: $12,502,694Net Assets 2015: $268,908,0382015Assets 2016: $299,791,929Liabilities 2016: $13,383,823Net Assets 2016: $286,408,1062016Assets 2017: $349,438,110Liabilities 2017: $9,622,799Net Assets 2017: $339,815,3112017Assets 2018: $368,991,639Liabilities 2018: $8,895,325Net Assets 2018: $360,096,3142018Assets 2019: $377,483,082Liabilities 2019: $7,315,174Net Assets 2019: $370,167,9082019Assets 2020: $373,579,737Liabilities 2020: $11,876,670Net Assets 2020: $361,703,0672020Assets 2021: $434,195,321Liabilities 2021: $16,559,634Net Assets 2021: $417,635,6872021Assets 2022: $387,833,874Liabilities 2022: $14,648,942Net Assets 2022: $373,184,9322022Assets 2023: $403,663,890Liabilities 2023: $13,909,463Net Assets 2023: $389,754,4272023Assets 2024: $437,035,056Liabilities 2024: $16,365,001Net Assets 2024: $420,670,0552024

Highlighted filing

2023

Assets$403,663,890
Liabilities$13,909,463
Net Assets$389,754,427
Open 2023 Filing

Operations Trend

Revenue Growth13th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$80M$60M$40M$20M$0Expenses 2010: $14,464,0562010Expenses 2011: $18,752,7792011Expenses 2012: $19,288,1752012Expenses 2013: $23,043,8822013Revenue 2014: $25,858,199Expenses 2014: $24,121,930Net Income 2014: $1,736,2692014Revenue 2015: $55,050,551Expenses 2015: $29,866,960Net Income 2015: $25,183,5912015Revenue 2016: $52,695,621Expenses 2016: $31,206,516Net Income 2016: $21,489,1052016Revenue 2017: $65,538,856Expenses 2017: $27,034,661Net Income 2017: $38,504,1952017Revenue 2018: $57,843,515Expenses 2018: $44,366,532Net Income 2018: $13,476,9832018Revenue 2019: $44,057,764Expenses 2019: $35,353,848Net Income 2019: $8,703,9162019Revenue 2020: $48,841,710Expenses 2020: $39,260,409Net Income 2020: $9,581,3012020Revenue 2021: $44,339,782Expenses 2021: $40,325,198Net Income 2021: $4,014,5842021Revenue 2022: $59,131,933Expenses 2022: $57,544,624Net Income 2022: $1,587,3092022Revenue 2023: $46,982,068Expenses 2023: $46,371,070Net Income 2023: $610,9982023Revenue 2024: $74,723,223Expenses 2024: $51,314,550Net Income 2024: $23,408,6732024

Highlighted filing

2023

Revenue$46,982,068
Expenses$46,371,070
Net Income$610,998
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 1, 2024
Return Version
2022v5.0
Gross Receipts
$254,067,355
Mission and Program Overview

Mission

To provide and augment programs that are an integral part of the educational mission of the university, primarily in the acquisition, investment and administration of gifts and endowments for the benefit of the university.

The foundation's purpose is to operate as an auxiliary organization of the california state university by supporting the scientific, literary, educational and charitable purposes of california polytechnic state university, san luis obispo.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$373,184,932$389,754,427▲ $16,569,495
Investments in Publicly Traded Securities$308,779,692$280,311,336▼ $28,468,356
Savings and Temporary Cash Investments$38,681,232$93,370,961▲ $54,689,729
Pledges and Grants Receivable$37,524,600$28,831,923▼ $8,692,677
Investments Other Securities$1,016,890$638,582▼ $378,308
Other Notes and Loans Receivable, Net$323,000$323,000→ $0
Inventories for Sale or Use$198,735$0▼ $198,735
Accounts Receivable$88,312$81,400▼ $6,912
Prepaid Expenses and Deferred Charges$25,016$14,897▼ $10,119
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$387,833,874$403,663,890▲ $15,830,016
Other Assets Total$1,196,397$91,791▼ $1,104,606
Liabilities
Other Liabilities$13,704,250$13,583,948▼ $120,302
Accounts Payable and Accrued Expenses$846,569$242,531▼ $604,038
Deferred Revenue$98,123$82,984▼ $15,139
Total Liabilities$14,648,942$13,909,463▼ $739,479
Net Assets / Fund Balance
Total Net Assets Fund Balance$373,184,932$389,754,427▲ $16,569,495
Total Liabilities and Net Assets / Fund Balance$387,833,874$403,663,890▲ $15,830,016

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$240,664,580$13,324,246▲ $22,436,785$-9,056,480$262,847,836
2021$284,357,551$7,519,886▼ $37,245,427$-8,503,744$240,664,580
2020$223,790,671$7,315,696▲ $66,889,832$-10,499,364$284,357,551
2019$225,512,271$7,450,208▲ $2,859,816$-7,531,353$223,790,671
2018$218,369,931$6,269,071▲ $12,245,113$-8,766,609$225,512,271
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleOtherTotal
Philip S Bailey JrDirector$64,794$64,794

Board Members and Trustees

NameTitle
William H SwansonChairman
Jeffrey D ArmstrongUniversity President
Charles L HarringtonVice Chairman
Abegail LaraDirector
Basia GillespieDirector
Chris TrapaniDirector
Cynthia Jackson-elmooreDirector
Cynthia Vizcaino VillaDirector
Hilary DecesareDirector
Jennifer JipsonDirector
Jerry LohrDirector
Jim MarderosianDirector
John F SalmonsonDirector
Kenny Wu Part YearDirector
Kenric B StoneDirector
Laura M PickeringDirector
Lisa AndersonDirector
Lloyd DeanDirector
Mark Harris Part YearDirector
Michael AbbottDirector
Michael J ApplegateDirector
Paul R Bonderson JrDirector
Richard C JacobsenDirector
Robert C Taylor Jr Part YearDirector
Robert E Wacker Part YearDirector
Ryan MartinezDirector
Scott GaudineerDirector
Stan Van VleckDirector
Stephen J BarnardDirector
Trevor Harding Part YearDirector
Zachary SmithCEO
John RoncaSecretary
Marc BenadibaTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Kaspick & CompanyInvestment Advisor203 REDWOOD SHORES PARKWAY SUITE 3, Redwood Shores, CA 94065$488,327
Revenue and Support

Revenue Composition

Contributions and Grants
$38,754,846
Program Service Revenue
$0
Investment Income
$8,221,708
Other Revenue
$5,514
All Other Contributions
$38,754,846
Change in Net Assets
$610,998

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded36$1,826,102Fair Market Value
Total Noncash Contributions36$1,826,102-

Audited Revenue Reconciliation

Revenue per Audited Statements
$46,493,741
Revenue Not Reported on Financial Statements
$488,327
Revenue Not Reported on Form 990
$17,166,304
Total Revenue per Audited Statements
$63,660,045
Total Revenue per Form 990
$46,982,068
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$25,228,907
Other Expenses$21,142,163
Total Fundraising Expense$3,659,867
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$25,198,907--$25,198,907
Fees for Service Investment Mgmnt Fees$511,660--$511,660
Advertising--$130,533$130,533
Office Expenses-$23,997$79,393$103,390
Fees for Services Legal$53,920$46,161-$100,081
Fees for Services Accounting-$69,153-$69,153
Conferences and Meetings-$52,808-$52,808
Fees for Services Other-$40,183-$40,183
Grants to Domestic Individuals$30,000--$30,000
Fees for Services Management-$16,278-$16,278
Insurance-$12,146-$12,146
Travel-$4,973-$4,973
Other Expenses$83,802$3,993$3,449,941$3,993
Total Functional Expenses$41,254,644$1,456,559$3,659,867$46,371,070

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$47,090,550
Total Expenses per Form 990$46,371,070
Expenses per Audited Statements$45,882,743
Expenses Not Reported on Form 990$1,207,807
Expenses Not Reported on Financial Statements$488,327
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
California Polytechnic State UniversitySan Luis Obispo, CA115Support of the University$18,418,294
California Polytechnic State UniversitySan Luis Obispo, CA115Scholarships for Students as Determined by the University$4,002,968
Cal Poly CorporationSan Luis Obispo, CA501(c)(3)Contributions to Cal Poly Corporation in Support of the University$2,761,395
Associated Students IncSan Luis Obispo, CA501(c)(3)Contributions to Associated Students, Inc. in Support of the University$16,250
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
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Split Interest Trust Liabilities$7,582,381
Split Interest Trust - Deferred Inflows$6,001,567
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
Yes
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The foundation has delegated california polytechnic state university authority to act as its agent in a full range of accounting, administrative, processing, cash management, reporting and service functions under an administrative services agreement.”

Form 990, Part VI, Section A, Line 7A

“The university president may appoint voting and non-voting ex officio directors by virtue of office held with the university and must approve all directors.”

Form 990, Part VI, Section A, Line 7B

“Certain decisions, including changes to the governing body and organizational documents, are subject to review and approval of the university president.”

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

“The audit committee will review and approve form 990. The final version is subsequently distributed to the board prior to filing.”

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

“In addition to reviewing annually, the board members disclose conflicts of interest during the year as they arise. The board addresses conflicts of interest immediately upon disclosure.”

Form 990, Part VI, Section B, Line 15A

“The foundation does not compensate any officers, directors or key employees. The university, a related party, independently determines compensation for officers and directors for work performed as an employee of, and on behalf of, the university.”

Form 990, Part VI, Section C, Line 19

“Governing documents and policies are made available to the public upon request and are available for public inspection in the office of the chief executive officer.”

Filing and Contact Details

Filer

Filer Name
California Polytechnic State University
EIN
20-4927897
Phone
8057565864
Address
ONE GRAND AVENUE BLDG 117 208, SAN LUIS OBISPO, CA 93407-0443

Signing Officer

Name
Marc Benadiba
Title
Treasurer
Phone
8057565864
Signed
2024-05-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marc Benadiba
Formed
2006
Legal Domicile
CA
Voting Board Members
29
Independent Board Members
22
Employees
0
Volunteers
24

Preparer

Firm
Glenn Burdette Inc
Address
1150 PALM STREET, SAN LUIS OBISPO, CA 93401
Preparer
Mical W Bovee CPA
Phone
8055441441
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Loss on uncollectible pledges -1,009,072.”

Form 990, Part XII, Line 2C

“The oversight process of the audit has not changed.”

Financial Statement Notes

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Loss on artwork held for sale 198,735.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Loss on uncollectible pledges 1,009,072. Loss on artwork held for sale 198,735.”

Raw XML AppendixShowing 400 of 970 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.

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IRS990/Form990PartVIISectionAGrp/PersonNm5MARC BENADIBA
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IRS990/Form990PartVIISectionAGrp/PersonNm15BASIA GILLESPIE
IRS990/Form990PartVIISectionAGrp/PersonNm16TREVOR HARDING PART YEAR
IRS990/Form990PartVIISectionAGrp/PersonNm17MARK HARRIS PART YEAR
IRS990/Form990PartVIISectionAGrp/PersonNm18CYNTHIA JACKSON-ELMOORE
IRS990/Form990PartVIISectionAGrp/PersonNm19RICHARD C JACOBSEN
IRS990/Form990PartVIISectionAGrp/PersonNm20JENNIFER JIPSON
IRS990/Form990PartVIISectionAGrp/PersonNm21ABEGAIL LARA
IRS990/Form990PartVIISectionAGrp/PersonNm22JERRY LOHR
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IRS990/Form990PartVIISectionAGrp/PersonNm26JOHN F SALMONSON
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IRS990/Form990PartVIISectionAGrp/TitleTxt0CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt1UNIVERSITY PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt27DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt28DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt29DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt30DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt31DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt32DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt33DIRECTOR
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IRS990/MissionDesc0TO PROVIDE AND AUGMENT PROGRAMS THAT ARE AN INTEGRAL PART OF THE EDUCATIONAL MISSION OF THE UNIVERSITY, PRIMARILY IN THE ACQUISITION, INVESTMENT AND ADMINISTRATION OF GIFTS AND ENDOWMENTS FOR THE BENEFIT OF THE UNIVERSITY.
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Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$403,663,890
Liabilities
$13,909,463
Net assets
$389,754,427
Revenue
$46,982,068
Expenses
$46,371,070
Net income
$610,998
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$437$16.4$421$74.7$51.3$23.4
2023Detailed filing. Detailed filing data is available for this year.$404$13.9$390$47.0$46.4$0.61
2022Detailed filing. Detailed filing data is available for this year.$388$14.6$373$59.1$57.5$1.59
2021Detailed filing. Detailed filing data is available for this year.$434$16.6$418$44.3$40.3$4.01
2020Detailed filing. Detailed filing data is available for this year.$374$11.9$362$48.8$39.3$9.58
2019Detailed filing. Detailed filing data is available for this year.$377$7.32$370$44.1$35.4$8.70
2018Detailed filing. Detailed filing data is available for this year.$369$8.90$360$57.8$44.4$13.5
2017Detailed filing. Detailed filing data is available for this year.$349$9.62$340$65.5$27.0$38.5
2016Detailed filing. Detailed filing data is available for this year.$300$13.4$286$52.7$31.2$21.5
2015Detailed filing. Detailed filing data is available for this year.$281$12.5$269$55.1$29.9$25.2
2014Detailed filing. Detailed filing data is available for this year.$267$10.4$257$25.9$24.1$1.74
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$244$10.1$234$23.0
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$230$10.3$219$19.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$237$9.75$227$18.8
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$207$10.3$196$14.5