Civic Intelligence

California Polytechnic State University Alumni Association San Luis Obispo

990 • Fiscal year 2024 • EIN 23-7040360

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 06, 2024

Organization ProfileALUMNI.CALPOLY.EDU
1 Grand Avenue Alumni House 28San 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

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

19th percentile

0.00x

Higher debt load relative to revenue than 19% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

81st percentile

31%

Higher net margin than 81% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

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.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

47th percentile

3.1%

Faster asset growth than 47% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

20th percentile

-12%

Faster revenue growth than 20% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,038,615

Up $31,106 (+3.1%) from 2023

Net Assets

Up

$1,038,596

Up $31,222 (+3.1%) from 2023

Liabilities

Down

$19

Down $116 (-86%) from 2023

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin81st percentile

Revenue

Down

$102,096

Down $13,797 (-12%) from 2023

Expenses

Down

$70,065

Down $78,231 (-53%) from 2023

Net Income

Up

$32,031

Up $64,434 (+199%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2024

Assets$1,038,615
Liabilities$19
Net Assets$1,038,596
Open 2024 Filing

Operations Trend

Revenue Growth20th 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

2024

Revenue$102,096
Expenses$70,065
Net Income$32,031
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 6, 2024
Return Version
2023v5.1
Gross Receipts
$135,651
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$617,011$652,147▲ $35,136
Rtn Earn Endowment Incm Other Fnds$617,011$652,147▲ $35,136
Cap Stk Tr Prin Current Funds$390,363$386,449▼ $3,914
Cash and Non-Interest-Bearing Accounts$343,343$335,136▼ $8,207
Savings and Temporary Cash Investments$34,552$34,555▲ $3
Land, Buildings, and Equipment, Net$11,785$10,570▼ $1,215
Prepaid Expenses and Deferred Charges$0$5,206▲ $5,206
Accounts Receivable$818$1,001▲ $183
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Total Assets$1,007,509$1,038,615▲ $31,106
Liabilities
Accounts Payable and Accrued Expenses$135$19▼ $116
Total Liabilities$135$19▼ $116
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,007,374$1,038,596▲ $31,222
Total Liabilities and Net Assets / Fund Balance$1,007,509$1,038,615▲ $31,106

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$10,570$2,633$13,203
Investment Program Related Org$652,147--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$617,011-▲ $64,690$29,553$652,147
2022$606,543-▲ $40,832$30,364$617,011
2021$765,149-▼ $105,854$52,751$606,543
2020$614,730-▲ $187,237$28,805$765,149
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Hunt TurnerPast President
Melissa ToussimehrPoly Reps President
Lauren LaynePresident
Yvonne SamsPresident-elect
Jennifer FanningExecutive Vice President
Sharon LucasAffinity Director
Billy StubblefieldAthletics Director
Grace LauerDirector at Large
Leslie NelsonFaculty Director
Bob WeaverRegional Director, Central
John OsumiRegional Director, Central
Shelley MccrackenRegional Director, Norther
Anthonette PenaRegional Director, Southern CA
Tawny JamesChief Financial Officer
Colby PereiraCollege of Agriculture, Fo
Farid ShahidCollege of Architecture &
John GobleCollege of Engineering
Dan RivoireCollege of Liberal Arts
Joan PinderCollege of Science & Mathe
Kraig ScheyerCSU Alumni Council Represe
Kelley Bannon LashleyLegal Counsel (nv)
Jonathan PeckOrfalea College of Busines
Matt CohenOut of State Regional Dire
Tessa EspinozaUniversity Representative
Revenue and Support

Revenue Composition

Contributions and Grants
$15,421
Program Service Revenue
$35,351
Investment Income
$4
Other Revenue
$51,320
All Other Contributions
$15,421
Change in Net Assets
$32,031
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$53,524
Grants and Similar Amounts Paid$16,541
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$16,541--$16,541
Insurance-$7,652-$7,652
Fees for Services Accounting-$7,367-$7,367
Conferences and Meetings-$7,298-$7,298
Other Expenses$3,157$4,839-$3,157
All Other Expenses$254$1,690-$1,944
Travel-$899-$899
Advertising-$468-$468
Depreciation Depletion-$409-$409
Total Functional Expenses$19,952$50,113$0$70,065
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
California Polytechnic State University FoundationSan Luis Obispo, CA501(c)(3)To Fund Student Scholarships.$16,541
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$33,555
Fundraising Gross Income$0
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
1 GRAND AVENUE ALUMNI HOUSE 28, SAN LUIS OBISPO, CA 93401

Signing Officer

Name
Tawny James
Title
Chief Financial Officer
Phone
8057561141
Signed
2024-11-06
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
Caliber Accounting & Tax Llp
Address
575 PRICE STREET SUITE 312, PISMO BEACH, CA 93449
Preparer
Brianna Cooper
Phone
8058880200
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Book to tax depreciation adjustment -809.”

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 536 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/BOYAmt0135
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt019
IRS990/AccountsReceivableGrp/BOYAmt0818
IRS990/AccountsReceivableGrp/EOYAmt01001
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROMOTE THE WELFARE AND FUTURE DEVELOPMENT OF THE UNIVERSITY IN ITS EDUCATIONAL, ATHLETIC AND SCIENTIFIC PURPOSES.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0468
IRS990/AdvertisingGrp/TotalAmt0468
IRS990/AllOtherContributionsAmt015421
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt01690
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0254
IRS990/AllOtherExpensesGrp/TotalAmt01944
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/BOYAmt0390363
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0386449
IRS990/CashNonInterestBearingGrp/BOYAmt0343343
IRS990/CashNonInterestBearingGrp/EOYAmt0335136
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt07298
IRS990/ConferencesMeetingsGrp/TotalAmt07298
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt015421
IRS990/CYGrantsAndSimilarPaidAmt016541
IRS990/CYInvestmentIncomeAmt04
IRS990/CYOtherExpensesAmt053524
IRS990/CYOtherRevenueAmt051320
IRS990/CYProgramServiceRevenueAmt035351
IRS990/CYRevenuesLessExpensesAmt032031
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt070065
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0102096
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0409
IRS990/DepreciationDepletionGrp/TotalAmt0409
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/ExpenseAmt0254
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt07367
IRS990/FeesForServicesAccountingGrp/TotalAmt07367
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form1098CFiledInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form8899Filedind00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
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/AverageHoursPerWeekRt1810.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1910.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2010.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt221.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt231.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
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/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/PersonNm0MATT COHEN
IRS990/Form990PartVIISectionAGrp/PersonNm1SHELLEY MCCRACKEN
IRS990/Form990PartVIISectionAGrp/PersonNm2BOB WEAVER
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN OSUMI
IRS990/Form990PartVIISectionAGrp/PersonNm4ANTHONETTE PENA
IRS990/Form990PartVIISectionAGrp/PersonNm5COLBY PEREIRA
IRS990/Form990PartVIISectionAGrp/PersonNm6FARID SHAHID
IRS990/Form990PartVIISectionAGrp/PersonNm7JONATHAN PECK
IRS990/Form990PartVIISectionAGrp/PersonNm8JOHN GOBLE
IRS990/Form990PartVIISectionAGrp/PersonNm9DAN RIVOIRE
IRS990/Form990PartVIISectionAGrp/PersonNm10JOAN PINDER
IRS990/Form990PartVIISectionAGrp/PersonNm11HUNT TURNER
IRS990/Form990PartVIISectionAGrp/PersonNm12LESLIE NELSON
IRS990/Form990PartVIISectionAGrp/PersonNm13KRAIG SCHEYER
IRS990/Form990PartVIISectionAGrp/PersonNm14GRACE LAUER
IRS990/Form990PartVIISectionAGrp/PersonNm15SHARON LUCAS
IRS990/Form990PartVIISectionAGrp/PersonNm16BILLY STUBBLEFIELD
IRS990/Form990PartVIISectionAGrp/PersonNm17MELISSA TOUSSIMEHR
IRS990/Form990PartVIISectionAGrp/PersonNm18LAUREN LAYNE
IRS990/Form990PartVIISectionAGrp/PersonNm19JENNIFER FANNING
IRS990/Form990PartVIISectionAGrp/PersonNm20YVONNE SAMS
IRS990/Form990PartVIISectionAGrp/PersonNm21TAWNY JAMES
IRS990/Form990PartVIISectionAGrp/PersonNm22TESSA ESPINOZA
IRS990/Form990PartVIISectionAGrp/PersonNm23KELLEY BANNON LASHLEY
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/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
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/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/TitleTxt0OUT OF STATE REGIONAL DIRE
IRS990/Form990PartVIISectionAGrp/TitleTxt1REGIONAL DIRECTOR, NORTHER
IRS990/Form990PartVIISectionAGrp/TitleTxt2REGIONAL DIRECTOR, CENTRAL
IRS990/Form990PartVIISectionAGrp/TitleTxt3REGIONAL DIRECTOR, CENTRAL
IRS990/Form990PartVIISectionAGrp/TitleTxt4REGIONAL DIRECTOR, SOUTHERN CA
IRS990/Form990PartVIISectionAGrp/TitleTxt5COLLEGE OF AGRICULTURE, FO
IRS990/Form990PartVIISectionAGrp/TitleTxt6COLLEGE OF ARCHITECTURE &
IRS990/Form990PartVIISectionAGrp/TitleTxt7ORFALEA COLLEGE OF BUSINES
IRS990/Form990PartVIISectionAGrp/TitleTxt8COLLEGE OF ENGINEERING
IRS990/Form990PartVIISectionAGrp/TitleTxt9COLLEGE OF LIBERAL ARTS
IRS990/Form990PartVIISectionAGrp/TitleTxt10COLLEGE OF SCIENCE & MATHE
IRS990/Form990PartVIISectionAGrp/TitleTxt11PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt12FACULTY DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13CSU ALUMNI COUNCIL REPRESE
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR AT LARGE
IRS990/Form990PartVIISectionAGrp/TitleTxt15AFFINITY DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16ATHLETICS DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17POLY REPS PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt18PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt19EXECUTIVE VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt20PRESIDENT-ELECT
IRS990/Form990PartVIISectionAGrp/TitleTxt21CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt22UNIVERSITY REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt23LEGAL COUNSEL (NV)
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01963
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/FundraisingDirectExpensesAmt033555
IRS990/FundraisingGrossIncomeAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt024
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt016541
IRS990/GrantsToDomesticOrgsGrp/TotalAmt016541
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0135651
IRS990/GrossSalesOfInventoryAmt020185
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt024
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt07652
IRS990/InsuranceGrp/TotalAmt07652
IRS990/InvestmentIncomeGrp/ExclusionAmt04
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt0617011
IRS990/InvestmentsProgramRelatedGrp/EOYAmt0652147
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02633
IRS990/LandBldgEquipBasisNetGrp/BOYAmt011785
IRS990/LandBldgEquipBasisNetGrp/EOYAmt010570
IRS990/LandBldgEquipCostOrOtherBssAmt013203
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/NetAssetsOrFundBalancesBOYAmt01007374
IRS990/NetAssetsOrFundBalancesEOYAmt01038596
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-33555
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-33555
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt020185
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt020185
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-809
IRS990/OtherExpensesGrp/Desc0CHAPTER AND CLUB EXPENS
IRS990/OtherExpensesGrp/Desc1DUES, FEES, MEMBERSHIPS
IRS990/OtherExpensesGrp/Desc2SUPPLIES
IRS990/OtherExpensesGrp/Desc3CHAPTER EVENT EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt011921
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt17570
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt24839
IRS990/OtherExpensesGrp/ProgramServicesAmt03157
IRS990/OtherExpensesGrp/TotalAmt011921
IRS990/OtherExpensesGrp/TotalAmt17570
IRS990/OtherExpensesGrp/TotalAmt24839
IRS990/OtherExpensesGrp/TotalAmt33157
IRS990/OtherRevenueMiscGrp/BusinessCd0621400
IRS990/OtherRevenueMiscGrp/Desc0ENDOWMENT ACTIVITY
IRS990/OtherRevenueMiscGrp/ExclusionAmt064690
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt064690
IRS990/OtherRevenueTotalAmt064690
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliciesReferenceChaptersInd01
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05206
IRS990/PrincipalOfficerNm0TAWNY JAMES
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0SOCIAL EVENTS TO ENGAG
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt035351
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt035351
IRS990/ProgSrvcAccomActy2Grp/Desc0GRANTS MADE TO CALIFORNIA POLYTECHNIC STATE UNIVERSITY TO FUND STUDENT SCHOLARSHIPS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt016541
IRS990/ProgSrvcAccomActy2Grp/GrantAmt016541
IRS990/ProgSrvcAccomActy3Grp/Desc0SOCIAL EVENTS TO ENGAGE AND SERVE ALUMNI.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt03157
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt035351
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt019494
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt06887
IRS990/PYInvestmentIncomeAmt04
IRS990/PYOtherExpensesAmt0141409
IRS990/PYOtherRevenueAmt065088
IRS990/PYProgramServiceRevenueAmt031307
IRS990/PYRevenuesLessExpensesAmt0-32403
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0148296
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0115893
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt032031
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd01
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0617011
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0652147
IRS990/SavingsAndTempCashInvstGrp/BOYAmt034552
IRS990/SavingsAndTempCashInvstGrp/EOYAmt034555
IRS990ScheduleA/CollegeOrganizationInd0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt015421
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt019494
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt015860
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt014375
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt044509
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0109659
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt04
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt04
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt05
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt013
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt029
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0107920
IRS990ScheduleA/PublicSupportCY170Pct00.99970
IRS990ScheduleA/PublicSupportPY170Pct00.99990
IRS990ScheduleA/PublicSupportTotal170Amt0109659
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt015421
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt019494
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt015860
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt014375
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt044509
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0109659
IRS990ScheduleA/TotalSupportAmt0109688
IRS990/ScheduleBRequiredInd00

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
$1,038,615
Liabilities
$19
Net assets
$1,038,596
Revenue
$102,096
Expenses
$70,065
Net income
$32,031
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