Civic Intelligence

California Polytechnic State University Alumni Association San Luis Obispo

990 • Fiscal year 2021 • EIN 23-7040360

Jul 01, 2020 to Jun 30, 2021 • Filed on Sep 16, 2021

Organization ProfileWWW.ALUMNI.CALPOLY.EDU
854 Monterey StreetSan Luis Obispo, CA 93401

(805) 756-2586

Siviq Scores

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

Liabilities / Assets

20th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

22nd percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

92nd percentile

67%

Higher net margin than 92% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

89th percentile

62%

Faster asset growth than 89% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

83rd percentile

76%

Faster revenue growth than 83% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets20th percentile

Assets

Up

$1,128,966

Up $431,768 (+62%) from 2020

Net Assets

Up

$1,127,774

Up $431,571 (+62%) from 2020

Liabilities

Up

$1,192

Up $197 (+20%) from 2020

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin92nd percentile

Revenue

Up

$241,724

Up $104,016 (+76%) from 2020

Expenses

Down

$80,799

Down $86,227 (-52%) from 2020

Net Income

Up

$160,925

Up $190,243 (+649%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

$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

2021

Assets$1,128,966
Liabilities$1,192
Net Assets$1,127,774
Open 2021 Filing

Operations Trend

Revenue Growth83rd percentile

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

2021

Revenue$241,724
Expenses$80,799
Net Income$160,925
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Sep 16, 2021
Return Version
2020v4.1
Gross Receipts
$243,564
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.

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related-$765,149-
Rtn Earn Endowment Incm Other Fnds$66,979$765,149▲ $698,170
Cap Stk Tr Prin Current Funds$629,224$362,625▼ $266,599
Cash and Non-Interest-Bearing Accounts$319,950$323,352▲ $3,402
Savings and Temporary Cash Investments$374,269$34,543▼ $339,726
Prepaid Expenses and Deferred Charges$0$5,066▲ $5,066
Accounts Receivable$2,123$0▼ $2,123
Inventories for Sale or Use$856$856→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$697,198$1,128,966▲ $431,768
Liabilities
Accounts Payable and Accrued Expenses$995$1,192▲ $197
Total Liabilities$995$1,192▲ $197
Net Assets / Fund Balance
Total Net Assets Fund Balance$696,203$1,127,774▲ $431,571
Total Liabilities and Net Assets / Fund Balance$697,198$1,128,966▲ $431,768

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$765,149--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$614,730-▲ $187,237$28,805$765,149
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Erica a StewartPast President
Karlie McgillisPoly Rep President
Hunt TurnerPresident
Lauren LaynePresident-elect
Amanda McadamsExecutive Vice President
Sharon Day MonroeAthletics Director
Bassel AnberDirector at Large
Lynn MetcalfFaculty Director
Bob WeaverRegional Director, Central
Owen MainRegional Director, Central
Brandon DrewRegional Director, Norther
John BalmerRegional Director, Souther
Matt CohenRegional Director, Souther
Tawny JamesChief Financial Officer
Yvonne SamsCollege of Agriculture, Fo
Scott GaudineerCollege of Architecture &
John GobleCollege of Engineering
Joan PinderCollege of Science & Mathe
Kraig ScheyerCSU Alumni Council Represe
Ben DunbarOrfalea College of Busines
Adam JarmanUniversity Representative
Revenue and Support

Revenue Composition

Contributions and Grants
$14,375
Program Service Revenue
$0
Investment Income
$4
Other Revenue
$227,345
All Other Contributions
$14,375
Change in Net Assets
$160,925
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$43,164
Other Expenses$37,635
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$43,164--$43,164
Insurance-$7,754-$7,754
All Other Expenses$1,043$4,931-$5,974
Fees for Services Accounting-$4,546-$4,546
Other Expenses-$2,617-$2,617
Conferences and Meetings-$1,114-$1,114
Advertising-$384-$384
Total Functional Expenses$44,207$36,592$0$80,799
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
California Polytechnic State University FoundationSan Luis Obispo, CA501(c)(3)To Fund Student Scholarships.$43,164
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$28,531
Fundraising Direct Expenses$1,840
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
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

“The form 990 is prepared by independent tax accounting firm. Upon completion the returns are sent to the executive director for review and signature prior to mailing.”

Form 990, Part VI, Section C, Line 19

“The organization makes its bylaws available on its website. Financial statements and conflict of interest policy are not actively available to the general public but are available upon request.”

Filing and Contact Details

Filer

Filer Name
California Polytechnic State University
EIN
23-7040360
Phone
8057562586
Address
854 MONTEREY STREET, SAN LUIS OBISPO, CA 93401

Signing Officer

Name
Tawny James
Title
Chief Financial Officer
Phone
8057561141
Signed
2021-09-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tawny James
Formed
1963
Legal Domicile
CA
Voting Board Members
21
Independent Board Members
21
Employees
0
Volunteers
0

Preparer

Firm
Caliber Accounting & Tax Llp
Address
575 PRICE STREET SUITE 312, PISMO BEACH, CA 93449
Preparer
Eric J Schwefler
Phone
8058880200
Supplemental Narrative

Financial Statement Notes

PART V, LINE 4:

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

Raw XML AppendixShowing 400 of 490 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0995
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01192
IRS990/AccountsReceivableGrp/BOYAmt02123
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROMOTE THE WELFARE AND FUTURE DEVELOPMENT OF THE UNIVERSITY IN ITS EDUCATIONAL, ATHLETIC AND SCIENTIFIC PURPOSES.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0384
IRS990/AdvertisingGrp/TotalAmt0384
IRS990/AllOtherContributionsAmt014375
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt04931
IRS990/AllOtherExpensesGrp/ProgramServicesAmt01043
IRS990/AllOtherExpensesGrp/TotalAmt05974
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0CAL POLY FOUNDATION
IRS990/BooksInCareOfDetail/PhoneNum08057562586
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0CAL POLY STATE UNIVERSITY
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAN LUIS OBISPO
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd093407
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0629224
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0362625
IRS990/CashNonInterestBearingGrp/BOYAmt0319950
IRS990/CashNonInterestBearingGrp/EOYAmt0323352
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt01114
IRS990/ConferencesMeetingsGrp/TotalAmt01114
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt014375
IRS990/CYGrantsAndSimilarPaidAmt043164
IRS990/CYInvestmentIncomeAmt04
IRS990/CYOtherExpensesAmt037635
IRS990/CYOtherRevenueAmt0227345
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0160925
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt080799
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0241724
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0ALUMNI NEWS - ALUMNI NEWSLETTER AND CHAPTER INVITATIONS SENT TO ALL ALUMNI OF CALIFORNIA POLYTECHNIC STATE UNIVERSITY.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd01
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt038
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt04546
IRS990/FeesForServicesAccountingGrp/TotalAmt04546
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form1098CFiledInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form8899Filedind00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt210.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt310.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt191.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt201.00
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd13X
IRS990/Form990PartVIISectionAGrp/OfficerInd14X
IRS990/Form990PartVIISectionAGrp/OfficerInd15X
IRS990/Form990PartVIISectionAGrp/OfficerInd16X
IRS990/Form990PartVIISectionAGrp/OfficerInd17X
IRS990/Form990PartVIISectionAGrp/OfficerInd18X
IRS990/Form990PartVIISectionAGrp/OfficerInd19X
IRS990/Form990PartVIISectionAGrp/OfficerInd20X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/PersonNm0HUNT TURNER
IRS990/Form990PartVIISectionAGrp/PersonNm1AMANDA MCADAMS
IRS990/Form990PartVIISectionAGrp/PersonNm2LAUREN LAYNE
IRS990/Form990PartVIISectionAGrp/PersonNm3TAWNY JAMES
IRS990/Form990PartVIISectionAGrp/PersonNm4ADAM JARMAN
IRS990/Form990PartVIISectionAGrp/PersonNm5BRANDON DREW
IRS990/Form990PartVIISectionAGrp/PersonNm6BOB WEAVER
IRS990/Form990PartVIISectionAGrp/PersonNm7OWEN MAIN
IRS990/Form990PartVIISectionAGrp/PersonNm8JOHN BALMER
IRS990/Form990PartVIISectionAGrp/PersonNm9MATT COHEN
IRS990/Form990PartVIISectionAGrp/PersonNm10YVONNE SAMS
IRS990/Form990PartVIISectionAGrp/PersonNm11SCOTT GAUDINEER
IRS990/Form990PartVIISectionAGrp/PersonNm12BEN DUNBAR
IRS990/Form990PartVIISectionAGrp/PersonNm13JOHN GOBLE
IRS990/Form990PartVIISectionAGrp/PersonNm14JOAN PINDER
IRS990/Form990PartVIISectionAGrp/PersonNm15ERICA A STEWART
IRS990/Form990PartVIISectionAGrp/PersonNm16LYNN METCALF
IRS990/Form990PartVIISectionAGrp/PersonNm17KRAIG SCHEYER
IRS990/Form990PartVIISectionAGrp/PersonNm18KARLIE MCGILLIS
IRS990/Form990PartVIISectionAGrp/PersonNm19BASSEL ANBER
IRS990/Form990PartVIISectionAGrp/PersonNm20SHARON DAY MONROE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1EXECUTIVE VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt4UNIVERSITY REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt5REGIONAL DIRECTOR, NORTHER
IRS990/Form990PartVIISectionAGrp/TitleTxt6REGIONAL DIRECTOR, CENTRAL
IRS990/Form990PartVIISectionAGrp/TitleTxt7REGIONAL DIRECTOR, CENTRAL
IRS990/Form990PartVIISectionAGrp/TitleTxt8REGIONAL DIRECTOR, SOUTHER
IRS990/Form990PartVIISectionAGrp/TitleTxt9REGIONAL DIRECTOR, SOUTHER
IRS990/Form990PartVIISectionAGrp/TitleTxt10COLLEGE OF AGRICULTURE, FO
IRS990/Form990PartVIISectionAGrp/TitleTxt11COLLEGE OF ARCHITECTURE &
IRS990/Form990PartVIISectionAGrp/TitleTxt12ORFALEA COLLEGE OF BUSINES
IRS990/Form990PartVIISectionAGrp/TitleTxt13COLLEGE OF ENGINEERING
IRS990/Form990PartVIISectionAGrp/TitleTxt14COLLEGE OF SCIENCE & MATHE
IRS990/Form990PartVIISectionAGrp/TitleTxt15PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt16FACULTY DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17CSU ALUMNI COUNCIL REPRESE
IRS990/Form990PartVIISectionAGrp/TitleTxt18POLY REP PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt20ATHLETICS DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01963
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingDirectExpensesAmt01840
IRS990/FundraisingGrossIncomeAmt028531
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt021
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt043164
IRS990/GrantsToDomesticOrgsGrp/TotalAmt043164
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0243564
IRS990/GrossSalesOfInventoryAmt021430
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt021
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt07754
IRS990/InsuranceGrp/TotalAmt07754
IRS990/InventoriesForSaleOrUseGrp/BOYAmt0856
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0856
IRS990/InvestmentIncomeGrp/ExclusionAmt04
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt0765149
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0CA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd01
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0696203
IRS990/NetAssetsOrFundBalancesEOYAmt01127774
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt026691
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt026691
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt021430
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt021430
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0SOFTWARE MAINTENANCE
IRS990/OtherExpensesGrp/Desc1AWARDS & PROMOTION
IRS990/OtherExpensesGrp/Desc2DUES, FEES, MEMBERSHIPS
IRS990/OtherExpensesGrp/Desc3DISBURSEMENT TO CPF
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt08000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14496
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22750
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt32617
IRS990/OtherExpensesGrp/TotalAmt08000
IRS990/OtherExpensesGrp/TotalAmt14496
IRS990/OtherExpensesGrp/TotalAmt22750
IRS990/OtherExpensesGrp/TotalAmt32617
IRS990/OtherRevenueMiscGrp/BusinessCd0621400
IRS990/OtherRevenueMiscGrp/Desc0ENDOWMENT ACTIVITY
IRS990/OtherRevenueMiscGrp/ExclusionAmt0179224
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0179224
IRS990/OtherRevenueTotalAmt0179224
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05066
IRS990/PrincipalOfficerNm0TAWNY JAMES
IRS990/PriorPeriodAdjustmentsAmt0270646
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0GRANTS MADE TO CALIFORNIA POLYTECHNIC STATE UNIVERSITY TO FUND STUDENT SCHOLARSHIPS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt043164
IRS990/ProgSrvcAccomActy2Grp/GrantAmt043164
IRS990/ProgSrvcAccomActy3Grp/Desc0SOCIAL EVENTS TO ENGAGE AND SERVE ALUMNI.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01005
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt044509
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt056720
IRS990/PYInvestmentIncomeAmt013
IRS990/PYOtherExpensesAmt0110084
IRS990/PYOtherRevenueAmt057697
IRS990/PYProgramServiceRevenueAmt035489
IRS990/PYRevenuesLessExpensesAmt0-29318
IRS990/PYSalariesCompEmpBnftPaidAmt0222
IRS990/PYTotalExpensesAmt0167026
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0137708
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0160925
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd01
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt066979
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0765149
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0374269
IRS990/SavingsAndTempCashInvstGrp/EOYAmt034543
IRS990ScheduleA/CollegeOrganizationInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt014375
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt044509
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0382277
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt089745
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt067922
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0598828
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt013
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt015
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt028
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt015
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt074
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0130950
IRS990ScheduleA/PublicSupportCY170Pct00.99990
IRS990ScheduleA/PublicSupportPY170Pct00.99990
IRS990ScheduleA/PublicSupportTotal170Amt0598828
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt014375
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt044509
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0382277
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt089745
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt067922
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0598828
IRS990ScheduleA/TotalSupportAmt0598902
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt08013
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0614730
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0765149
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0187237
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt028805
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt0765149
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0INVESTMENTS IN ENDOWMENTS WITH CAL POLY
IRS990ScheduleD/InvstProgramRelatedOrgGrp/MethodValuationCd0F
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:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueProgramRltdAmt0765149
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt043164
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO FUND STUDENT SCHOLARSHIPS.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CALIFORNIA POLYTECHNIC STATE UNIVERSITY FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0204927897
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01 GRAND AVE STE 01 413
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SAN LUIS OBISPO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0CA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0934070443
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0CALIFORNIA POLYTECHNIC STATE UNIVERSITY ALUMNI ASSOCIATION MAINTAINS A CLOSE RELATIONSHIP WITH THE CALIFORNIA POLYTECHNIC STATE UNIVERSITY FOUNDATION TO ENSURE FUNDS ARE USED TOWARDS THE INTENDED PURPOSE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,128,966
Liabilities
$1,192
Net assets
$1,127,774
Revenue
$241,724
Expenses
$80,799
Net income
$160,925
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$0.00$1.10$0.17$0.11$0.06
2024Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.10$0.07$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.12$0.15$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.06$0.00$1.06$0.11$0.19$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.13$0.00$1.13$0.24$0.08$0.16
2020Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.14$0.17$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$0.44$0.14$0.30
2018Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.24$0.12$0.12
2016Detailed filing. Detailed filing data is available for this year.$0.57$0.00$0.57$0.08$0.10$0.02