Civic Intelligence

Cal Poly Corporation Veba Trust

EIN 46-7470544 • 501(c)9 • San Luis Obispo, CA

Profile

To provide an entity for paying funds for certain other post-employment benefits on behalf of eligible retirees and their dependents.

Corporation Admin Building 15San Luis Obispo, CA 93407

n/A

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Higher debt load relative to assets than 24% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

43rd percentile

0.02x

Higher debt load relative to revenue than 43% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Net Margin

17th percentile

-6.5%

Higher net margin than 17% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

74th percentile

$268,309

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 16.9% of source-year revenue.

$25M-$50M nonprofits • Source year 2024

Asset Growth

39th percentile

4.1%

Faster asset growth than 39% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

44%

Faster revenue growth than 91% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$27,311,887

Up $1,064,174 (+4.1%) from 2023

Liabilities

Up

$28,458

Up $14,470 (+103%) from 2023

Net Assets

Up

$27,283,429

Up $1,049,704 (+4.0%) from 2023

Operations
Liabilities / Revenue43rd percentileNet Margin17th percentile

Revenue

Up

$1,591,683

Up $486,315 (+44%) from 2023

Expenses

Up

$1,694,380

Up $205,784 (+14%) from 2023

Net Income

Up

-$102,697

Up $280,531 (+73%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth39th percentile

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

$40M$30M$20M$10M$0Assets 2014: $17,526,643Liabilities 2014: $26,467Net Assets 2014: $17,500,1762014Assets 2015: $22,446,396Liabilities 2015: $12,506Net Assets 2015: $22,433,8902015Assets 2016: $23,572,470Liabilities 2016: $16,307Net Assets 2016: $23,556,1632016Assets 2017: $25,141,745Liabilities 2017: $22,164Net Assets 2017: $25,119,5812017Assets 2018: $25,665,764Liabilities 2018: $12,785Net Assets 2018: $25,652,9792018Assets 2019: $26,212,099Liabilities 2019: $415Net Assets 2019: $26,211,6842019Assets 2020: $25,667,490Liabilities 2020: $14,030Net Assets 2020: $25,653,4602020Assets 2021: $30,636,887Liabilities 2021: $28,599Net Assets 2021: $30,608,2882021Assets 2022: $25,988,991Liabilities 2022: $67,392Net Assets 2022: $25,921,5992022Assets 2023: $26,247,713Liabilities 2023: $13,988Net Assets 2023: $26,233,7252023Assets 2024: $27,311,887Liabilities 2024: $28,458Net Assets 2024: $27,283,4292024

Highlighted filing

2024

Assets$27,311,887
Liabilities$28,458
Net Assets$27,283,429
Open 2024 Filing

Operations Trend

Revenue Growth91st percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2014: $17,394,914Expenses 2014: $341,103Net Income 2014: $17,053,8112014Revenue 2015: $6,557,114Expenses 2015: $1,024,585Net Income 2015: $5,532,5292015Revenue 2016: $2,598,477Expenses 2016: $1,164,666Net Income 2016: $1,433,8112016Revenue 2017: $1,050,495Expenses 2017: $1,202,425Net Income 2017: -$151,9302017Revenue 2018: $1,261,751Expenses 2018: $1,484,621Net Income 2018: -$222,8702018Revenue 2019: $2,484,354Expenses 2019: $1,593,282Net Income 2019: $891,0722019Revenue 2020: $1,569,536Expenses 2020: $1,577,173Net Income 2020: -$7,6372020Revenue 2021: $1,683,490Expenses 2021: $1,519,942Net Income 2021: $163,5482021Revenue 2022: $1,332,458Expenses 2022: $1,469,037Net Income 2022: -$136,5792022Revenue 2023: $1,105,368Expenses 2023: $1,488,596Net Income 2023: -$383,2282023Revenue 2024: $1,591,683Expenses 2024: $1,694,380Net Income 2024: -$102,6972024

Highlighted filing

2024

Revenue$1,591,683
Expenses$1,694,380
Net Income-$102,697
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$27,311,887
Liabilities
$28,458
Net assets
$27,283,429
Revenue
$1,591,683
Expenses
$1,694,380
Net income
-$102,697
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$27.3$0.03$27.3$1.59$1.69$0.10
2023Detailed filing. Detailed filing data is available for this year.$26.2$0.01$26.2$1.11$1.49$0.38
2022Detailed filing. Detailed filing data is available for this year.$26.0$0.07$25.9$1.33$1.47$0.14
2021Detailed filing. Detailed filing data is available for this year.$30.6$0.03$30.6$1.68$1.52$0.16
2020Detailed filing. Detailed filing data is available for this year.$25.7$0.01$25.7$1.57$1.58$0.01
2019Detailed filing. Detailed filing data is available for this year.$26.2$0.00$26.2$2.48$1.59$0.89
2018Detailed filing. Detailed filing data is available for this year.$25.7$0.01$25.7$1.26$1.48$0.22
2017Detailed filing. Detailed filing data is available for this year.$25.1$0.02$25.1$1.05$1.20$0.15
2016Detailed filing. Detailed filing data is available for this year.$23.6$0.02$23.6$2.60$1.16$1.43
2015Detailed filing. Detailed filing data is available for this year.$22.4$0.01$22.4$6.56$1.02$5.53
2014Summary only. Only limited summary data is available for this year.$17.5$0.03$17.5$17.4$0.34$17.1
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 13, 2025
Return Version
2023v6.0
Gross Receipts
$2,926,345
Mission and Program Overview

Mission

To provide an entity for paying funds for certain other post-employment benefits on behalf of eligible retirees and their dependents.

Paying certain other post-employment benefits for eligible retirees and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$26,233,725$27,283,429▲ $1,049,704
Investments in Publicly Traded Securities$26,085,236$27,120,482▲ $1,035,246
Savings and Temporary Cash Investments$162,455$191,382▲ $28,927
Accounts Receivable$22$23▲ $1
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$26,247,713$27,311,887▲ $1,064,174
Liabilities
Accounts Payable and Accrued Expenses$13,988$28,458▲ $14,470
Total Liabilities$13,988$28,458▲ $14,470
Net Assets / Fund Balance
Total Net Assets Fund Balance$26,233,725$27,283,429▲ $1,049,704
Total Liabilities and Net Assets / Fund Balance$26,247,713$27,311,887▲ $1,064,174
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleBaseOtherTotal
Russell MonteathCPC Benefits Committee Mbr-$144,190$144,190
Julia PerezCPC Benefits Committee Mbr-$119,559$119,559
-Trustee, Nonvoting$5,132-$5,132

Board Members and Trustees

NameTitle
Dan BanfieldChief Administrator
Tiffany KramlichCPC Benefits Committee Mbr
Joe AlvesSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$311,580
Investment Income
$1,280,103
Other Revenue
$0
Change in Net Assets
$-102,697

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,538,527
Revenue Not Reported on Financial Statements
$53,156
Revenue Not Reported on Form 990
$1,152,401
Total Revenue per Audited Statements
$2,690,928
Total Revenue per Form 990
$1,591,683
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$69,005
Salaries, Compensation, and Employee Benefits$5,132
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$1,620,243
Fees for Service Investment Mgmnt Fees---$53,156
Fees for Services Accounting---$14,465
Current Officers, Directors, Trustees, and Key Employees---$5,132
Fees for Services Other---$1,384
Total Functional Expenses$0$0$0$1,694,380

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,694,380
Expenses per Audited Statements$1,641,224
Total Expenses per Audited Statements$1,641,224
Expenses Not Reported on Financial Statements$53,156
Expenses Not Reported on Form 990$0
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
Subject to proxy tax
No
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
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

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

“The cal poly corporation executive director and chair of the board appoint all members of the cpc benefits committee.”

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

“Form 990 is reviewed by the chief administrator and provided to the cpc benefits committee for review prior to being filed.”

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

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

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

“The trust does not compensate any officers, directors or key employees. Cal poly corporation, a related party, independently determines compensation for officers and directors for work performed as an employee of, and on behalf of, cal poly corporation.”

Form 990, Part VI, Section C, Line 19

“Audited financial statements and form 990 are available to the public on the cal poly corporation website and are also available upon written request.”

990 Part VI, Section A, Line 9

“Trustee u.s. Bank institutional trust & custody can be reached at: attn: mario matthews 633 w 5th street, lm-ca-t24s los angeles, ca 90071”

Filing and Contact Details

Filer

Filer Name
Cal Poly Corporation Veba Trust
EIN
46-7470544
Phone
8057565031
Address
CORPORATION ADMIN BUILDING 15, SAN LUIS OBISPO, CA 93407

Signing Officer

Name
Dan Banfield
Title
Chief Administrator
Phone
8057565031
Signed
2025-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dan Banfield
Formed
2014
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
0
Employees
0
Volunteers
5

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 XII, LINE 2C:

“The cpc benefits committee has oversight of the audit of financial statements and selection and retention of the independent accountant.”

Raw XML Appendix400 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/ActivitiesConductedPrtshpInd00
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IRS990/Form990PartVIISectionAGrp/PersonNm1JOE ALVES
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IRS990/Form990PartVIISectionAGrp/TitleTxt3CPC BENEFITS COMMITTEE MBR
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IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE, NONVOTING
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt05500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt13000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt28000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0226127
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1111409
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2162432
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt013077
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt110420
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt213240
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt023581
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt123404
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt29780
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt024
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt18248
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt255
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DAN BANFIELD
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1JOE ALVES
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2TIFFANY KRAMLICH
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CHIEF ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1SECRETARY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2CPC BENEFITS COMMITTEE MBR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0268309
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1156481
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2193507
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE CAL POLY CORPORATION EXECUTIVE DIRECTOR AND CHAIR OF THE BOARD APPOINT ALL MEMBERS OF THE CPC BENEFITS COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED BY THE CHIEF ADMINISTRATOR AND PROVIDED TO THE CPC BENEFITS COMMITTEE FOR REVIEW PRIOR TO BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2IN ADDITION TO REVIEWING ANNUALLY, THE BENEFIT COMMITTEE MEMBERS DISCLOSE CONFLICTS OF INTEREST DURING THE YEAR AS THEY ARISE. THE BENEFITS COMMITTEE ADDRESSES CONFLICTS OF INTEREST IMMEDIATELY UPON DISCLOSURE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUST DOES NOT COMPENSATE ANY OFFICERS, DIRECTORS OR KEY EMPLOYEES. CAL POLY CORPORATION, A RELATED PARTY, INDEPENDENTLY DETERMINES COMPENSATION FOR OFFICERS AND DIRECTORS FOR WORK PERFORMED AS AN EMPLOYEE OF, AND ON BEHALF OF, CAL POLY CORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AUDITED FINANCIAL STATEMENTS AND FORM 990 ARE AVAILABLE TO THE PUBLIC ON THE CAL POLY CORPORATION WEBSITE AND ARE ALSO AVAILABLE UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE CPC BENEFITS COMMITTEE HAS OVERSIGHT OF THE AUDIT OF FINANCIAL STATEMENTS AND SELECTION AND RETENTION OF THE INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TRUSTEE U.S. BANK INSTITUTIONAL TRUST & CUSTODY CAN BE REACHED AT: ATTN: MARIO MATTHEWS 633 W 5TH STREET, LM-CA-T24S LOS ANGELES, CA 90071
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6990 PART VI, SECTION A, LINE 9
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CAL POLY CORPORATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1CALIFORNIA POLYTECHNIC STATE UNIVERSITY SAN LUIS OBISPO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0951648180
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1770209717
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1115
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SERVICES AND FACILITIES INTEGRAL TO EDUCATIONAL MISSION OF CPSU
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1STATE UNIVERSITY - VEBA FORMED TO SUPPORT CPC, AUXILIARY OF CPSU
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 12A, I
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01 GRAND AVE BLDG 15
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11 GRAND AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SAN LUIS OBISPO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1SAN LUIS OBISPO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd093407
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd193407
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt026247713
IRS990/TotalAssetsEOYAmt027311887
IRS990/TotalAssetsGrp/BOYAmt026247713
IRS990/TotalAssetsGrp/EOYAmt027311887
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt01694380
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt013988
IRS990/TotalLiabilitiesEOYAmt028458
IRS990/TotalLiabilitiesGrp/BOYAmt013988
IRS990/TotalLiabilitiesGrp/EOYAmt028458
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt026233725
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt027283429
IRS990/TotalOtherCompensationAmt0139061
IRS990/TotalProgramServiceRevenueAmt0311580
IRS990/TotalReportableCompFromOrgAmt05132
IRS990/TotalRevenueGrp/ExclusionAmt01280103
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0311580
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01591683
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt026247713
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt027311887
IRS990/TotReportableCompRltdOrgAmt0742985
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0CORPORATION ADMIN BUILDING 15
IRS990/USAddress/CityNm0SAN LUIS OBISPO
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd093407
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DAN BANFIELD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHIEF ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08057565031
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CAL POLY CORPORATION VEBA TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CALP
ReturnHeader/Filer/EIN0467470544
ReturnHeader/Filer/PhoneNum08057565031
ReturnHeader/Filer/USAddress/AddressLine1Txt0CORPORATION ADMIN BUILDING 15
ReturnHeader/Filer/USAddress/CityNm0SAN LUIS OBISPO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093407
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952772601
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GLENN BURDETTE INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01150 PALM STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN LUIS OBISPO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093401
ReturnHeader/PreparerPersonGrp/PhoneNum08055441441
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICAL W BOVEE CPA
ReturnHeader/ReturnTs02025-05-14T11:09:22-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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