Civic Intelligence

California Polytechnic State University Alumni Association San Luis Obispo

EIN 23-7040360 • 501(c)3 • San Luis Obispo, CA

Profile

The cal poly alumni association exists to help support the university's education mission by engaging and serving alumni of the univerisity, and fostering a lifelong connection between the university and its alumni.

1 Grand Ave Alumni House 28San Luis Obispo, CA 93401

alumni.calpoly.edu

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

Higher debt load relative to assets than 20% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

22nd percentile

0.00x

Higher debt load relative to revenue than 22% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

84th percentile

37%

Higher net margin than 84% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

57th percentile

6.2%

Faster asset growth than 57% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

86th percentile

65%

Faster revenue growth than 86% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$1,103,140

Up $64,525 (+6.2%) from 2024

Liabilities

Up

$234

Up $215 (+1132%) from 2024

Net Assets

Up

$1,102,906

Up $64,310 (+6.2%) from 2024

Revenue

Up

$168,885

Up $66,789 (+65%) from 2024

Expenses

Up

$105,566

Up $35,501 (+51%) from 2024

Net Income

Up

$63,319

Up $31,288 (+98%) from 2024

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2016: $570,032Liabilities 2016: $352Net Assets 2016: $569,6802016Assets 2018: $704,069Liabilities 2018: $1,237Net Assets 2018: $702,8322018Assets 2019: $1,001,186Liabilities 2019: $1,455Net Assets 2019: $999,7312019Assets 2020: $697,198Liabilities 2020: $995Net Assets 2020: $696,2032020Assets 2021: $1,128,966Liabilities 2021: $1,192Net Assets 2021: $1,127,7742021Assets 2022: $1,058,117Liabilities 2022: $1,512Net Assets 2022: $1,056,6052022Assets 2023: $1,007,509Liabilities 2023: $135Net Assets 2023: $1,007,3742023Assets 2024: $1,038,615Liabilities 2024: $19Net Assets 2024: $1,038,5962024Assets 2025: $1,103,140Liabilities 2025: $234Net Assets 2025: $1,102,9062025

Highlighted filing

2025

Assets$1,103,140
Liabilities$234
Net Assets$1,102,906

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2016: $77,860Expenses 2016: $95,402Net Income 2016: -$17,5422016Revenue 2018: $236,845Expenses 2018: $118,890Net Income 2018: $117,9552018Revenue 2019: $441,264Expenses 2019: $143,594Net Income 2019: $297,6702019Revenue 2020: $137,708Expenses 2020: $167,026Net Income 2020: -$29,3182020Revenue 2021: $241,724Expenses 2021: $80,799Net Income 2021: $160,9252021Revenue 2022: $114,237Expenses 2022: $190,065Net Income 2022: -$75,8282022Revenue 2023: $115,893Expenses 2023: $148,296Net Income 2023: -$32,4032023Revenue 2024: $102,096Expenses 2024: $70,065Net Income 2024: $32,0312024Revenue 2025: $168,885Expenses 2025: $105,566Net Income 2025: $63,3192025

Highlighted filing

2025

Revenue$168,885
Expenses$105,566
Net Income$63,319

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 2, 2025
Return Version
2024v5.2
Gross Receipts
$168,885
Mission and Program Overview

Mission

The cal poly alumni association exists to help support the university's education mission by engaging and serving alumni of the university, and fostering a lifelong connection between the university and its alumni.

The cal poly alumni association exists to help support the university's education mission by engaging and serving alumni of the univerisity, and fostering a lifelong connection between the university and its alumni.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$652,147$697,058▲ $44,911
Cap Stk Tr Prin Current Funds$386,449$405,848▲ $19,399
Cash and Non-Interest-Bearing Accounts$335,136$350,923▲ $15,787
Savings and Temporary Cash Investments$34,555$34,561▲ $6
Land, Buildings, and Equipment, Net$10,570$9,355▼ $1,215
Accounts Receivable$1,001$5,682▲ $4,681
Prepaid Expenses and Deferred Charges$5,206$5,560▲ $354
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-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$1,038,615$1,103,140▲ $64,525
Other Assets Total$652,147$697,059▲ $44,912
Liabilities
Accounts Payable and Accrued Expenses$19$234▲ $215
Total Liabilities$19$234▲ $215
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,038,596$1,102,906▲ $64,310
Total Liabilities and Net Assets / Fund Balance$1,038,615$1,103,140▲ $64,525

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$9,355$3,848$13,203
Other Assets Org$1--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$652,147-▲ $73,806$28,895$697,058
2023$617,011-▲ $64,690$29,554$652,147
2022$606,543-▲ $40,832$30,364$617,011
2021$765,149-▼ $105,854$52,752$606,543
Compensation and Service Providers

Board Members and Trustees

NameTitle
Joan PinderPresident
Yvonne SamsPresident
Jennifer FanningVice President
Tawny JamesCFO
Revenue and Support

Revenue Composition

Contributions and Grants
$20,066
Program Service Revenue
$58,006
Investment Income
$5
Other Revenue
$90,808
All Other Contributions
$20,066
Change in Net Assets
$63,319
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$104,228
Grants and Similar Amounts Paid$1,338
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Conferences and Meetings$11,704--$11,704
Fees for Services Accounting$7,628$2,550-$10,178
Insurance$8,363--$8,363
Other Expenses$5,206--$5,206
All Other Expenses$4,006--$4,006
Advertising$3,511--$3,511
Depreciation Depletion$2,163--$2,163
Grants to Domestic Orgs$1,338--$1,338
Travel$172--$172
Office Expenses$148--$148
Total Functional Expenses$103,016$2,550$0$105,566
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
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
Backup withholding compliance
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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

No review was or will be conducted.

Form 990, Part VI, Section C, Line 19

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
California Polytechnic State University
EIN
23-7040360
Phone
8057562586
Address
1 GRAND AVE ALUMNI HOUSE 28, SAN LUIS OBISPO, CA 93401

Signing Officer

Name
Tawny James
Title
CFO
Signed
2025-10-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tawny James
Formed
1963
Legal Domicile
CA
Voting Board Members
24
Independent Board Members
24
Employees
0
Volunteers
74

Preparer

Firm
Maggie Smythe CPA
Address
132 Bartlett Ave, Woodland, CA 95695
Preparer
Maggie Smythe
Phone
5306685998
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Prior period adjusment & rounding = $43

Form 990, Part XI, Line 9

Tax to book adjustment - depreciation = $948

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

To promote the welfare and future development of the university in its educational,athletic and scientific purposes.

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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt085216
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt05
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt04
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt04
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt021
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicSupportCY170Pct00.99980
IRS990ScheduleA/PublicSupportPY170Pct00.99970
IRS990ScheduleA/PublicSupportTotal170Amt085216
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt020066
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt015421
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt019494
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt015860
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt014375
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt085216
IRS990ScheduleA/TotalSupportAmt085237
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0652147
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0697058
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt073806
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt028895
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0617011
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0652147
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt064690
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt029554
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0606543
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0617011
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt040832
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt030364
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0765149
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0606543
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-105854
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt052752
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0697058
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt11
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ENDOWNMENT INVEST
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1Rounding
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt09355
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt03848
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt013203
IRS990ScheduleD/RelatedOrgListSchRInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO PROMOTE THE WELFARE AND FUTURE DEVELOPMENT OF THE UNIVERSITY IN ITS EDUCATIONAL,ATHLETIC AND SCIENTIFIC PURPOSES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleD/TotalBookValueLandBuildingsAmt09355
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0697059
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PRIOR PERIOD ADJUSMENT & ROUNDING = $43
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TAX TO BOOK ADJUSTMENT - DEPRECIATION = $948
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section C, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part XI, Line 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part XI, Line 9
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IRS990/SubjectToProxyTaxInd0false
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt01103140
IRS990/TotalAssetsGrp/BOYAmt01038615
IRS990/TotalAssetsGrp/EOYAmt01103140
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt020066
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02550
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0103016
IRS990/TotalFunctionalExpensesGrp/TotalAmt0105566
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt019
IRS990/TotalLiabilitiesEOYAmt0234
IRS990/TotalLiabilitiesGrp/BOYAmt019
IRS990/TotalLiabilitiesGrp/EOYAmt0234
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01038596
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01102906
IRS990/TotalProgramServiceExpensesAmt0103016
IRS990/TotalProgramServiceRevenueAmt058006
IRS990/TotalRevenueGrp/ExclusionAmt05
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0148814
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0168885
IRS990/TotalVolunteersCnt074
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01038615
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01103140
IRS990/TravelGrp/ProgramServicesAmt0172
IRS990/TravelGrp/TotalAmt0172
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01 GRAND AVE ALUMNI HOUSE 28
IRS990/USAddress/CityNm0SAN LUIS OBISPO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093401
IRS990/VotingMembersGoverningBodyCnt024
IRS990/VotingMembersIndependentCnt024
IRS990/WebsiteAddressTxt0HTTPS://ALUMNI.CALPOLY.EDU/
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TAWNY JAMES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CFO
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CALIFORNIA POLYTECHNIC STATE UNIVERSITY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ALUMNI ASSOCIATION SAN LUIS OBISPO
ReturnHeader/Filer/BusinessNameControlTxt0CALI
ReturnHeader/Filer/EIN0237040360
ReturnHeader/Filer/PhoneNum08057562586
ReturnHeader/Filer/USAddress/AddressLine1Txt01 GRAND AVE ALUMNI HOUSE 28
ReturnHeader/Filer/USAddress/CityNm0SAN LUIS OBISPO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093401
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Maggie Smythe CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0132 Bartlett Ave

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