Civic Intelligence

Cal Poly Pomona Philanthropic Foundation

990 • Fiscal year 2021 • EIN 83-2300241

Jul 01, 2020 to Jun 30, 2021 • Filed on Dec 06, 2021

Organization ProfileWWW.CPP.EDU/PHILANTHROPY
3801 West Temple AvenuePomona, CA 91768

(909) 869-3419

Siviq Scores

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

Liabilities / Assets

8th percentile

0.01x

Higher debt load relative to assets than 8% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Liabilities / Revenue

6th percentile

0.02x

Higher debt load relative to revenue than 6% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Net Margin

98th percentile

92%

Higher net margin than 98% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$473,394

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2021

Asset Growth

94th percentile

51%

Faster asset growth than 94% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2020 to 2021

Revenue Growth

3rd percentile

-46%

Faster revenue growth than 3% of similar nonprofits.

2021 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$233,690,764

Up $78,953,398 (+51%) from 2020

Net Assets

Up

$232,143,066

Up $79,416,444 (+52%) from 2020

Liabilities

Down

$1,547,698

Down $463,046 (-23%) from 2020

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin98th percentile

Revenue

Down

$85,316,203

Down $72,169,799 (-46%) from 2020

Expenses

Up

$7,075,280

Up $118,572 (+1.7%) from 2020

Net Income

Down

$78,240,923

Down $72,288,371 (-48%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$300M$200M$100M$0Assets 2020: $154,737,366Liabilities 2020: $2,010,744Net Assets 2020: $152,726,6222020Assets 2021: $233,690,764Liabilities 2021: $1,547,698Net Assets 2021: $232,143,0662021Assets 2022: $212,751,456Liabilities 2022: $1,643,173Net Assets 2022: $211,108,2832022Assets 2023: $233,128,639Liabilities 2023: $1,954,301Net Assets 2023: $231,174,3382023Assets 2024: $265,452,281Liabilities 2024: $3,510,654Net Assets 2024: $261,941,6272024Assets 2025: $290,537,647Liabilities 2025: $2,945,140Net Assets 2025: $287,592,5072025

Highlighted filing

2021

Assets$233,690,764
Liabilities$1,547,698
Net Assets$232,143,066
Open 2021 Filing

Operations Trend

Revenue Growth3rd percentile

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

$200M$150M$100M$50M$0-$50MRevenue 2020: $157,486,002Expenses 2020: $6,956,708Net Income 2020: $150,529,2942020Revenue 2021: $85,316,203Expenses 2021: $7,075,280Net Income 2021: $78,240,9232021Revenue 2022: $20,250,176Expenses 2022: $9,391,091Net Income 2022: $10,859,0852022Revenue 2023: $8,048,667Expenses 2023: $13,598,241Net Income 2023: -$5,549,5742023Revenue 2024: $35,446,161Expenses 2024: $12,530,556Net Income 2024: $22,915,6052024Revenue 2025: $24,035,458Expenses 2025: $16,903,829Net Income 2025: $7,131,6292025

Highlighted filing

2021

Revenue$85,316,203
Expenses$7,075,280
Net Income$78,240,923
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Dec 6, 2021
Return Version
2020v4.1
Gross Receipts
$231,137,262
Mission and Program Overview

Mission

To support and advance the mission of california state polytechnic university, pomona. To fulfill its mission, the philanthropic foundation promotes, secures and stewards private support for the university through the receipt and management of gift assets, including endowment and program funds.

To promote, secure and steward private support for the university.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$123,657,866$196,283,214▲ $72,625,348
Investments Other Securities$10,367,944$14,733,324▲ $4,365,380
Land, Buildings, and Equipment, Net$9,125,045$8,985,610▼ $139,435
Pledges and Grants Receivable$3,766,586$4,324,400▲ $557,814
Savings and Temporary Cash Investments$2,613,619$3,872,786▲ $1,259,167
Accounts Receivable$843,692$447,876▼ $395,816
Cash and Non-Interest-Bearing Accounts$1,338,017$374,751▼ $963,266
Total Assets$154,737,366$233,690,764▲ $78,953,398
Other Assets Total$3,024,597$4,668,803▲ $1,644,206
Liabilities
Other Liabilities$297,993$1,241,606▲ $943,613
Escrow Account Liability$935,212$0▼ $935,212
Accounts Payable and Accrued Expenses$777,539$306,092▼ $471,447
Total Liabilities$2,010,744$1,547,698▼ $463,046
Net Assets / Fund Balance
Net Assets With Donor Restrictions$138,264,410$171,720,824▲ $33,456,414
Net Assets Without Donor Restrictions$14,462,212$60,422,242▲ $45,960,030
Total Net Assets Fund Balance$152,726,622$232,143,066▲ $79,416,444
Total Liabilities and Net Assets / Fund Balance$154,737,366$233,690,764▲ $78,953,398

Asset Categories

AssetBook ValueDepreciationBasis
Land$5,015,474-$5,015,474
Buildings$3,957,393$160,126$4,117,519
Equipment$12,743$2,548$15,291
Other Securities$14,733,324--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$105,445,508$35,322,321▲ $31,920,436$5,545,454$165,967,403
2019-$107,377,345▲ $3,811,194$4,831,027$105,445,508
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Ron GegoireAudit Committee Chair
Larry GatesBoard Chair
John ResichFinance Committee Chair
Diane MillerNominating Committee Chair
Prabhat JammalamadakaAsi President
Soraya ColeyUniversity President & Director
Dan MontplaisirCEO & Director
Doug NelsonCOO & Director
Ahmed Al-khatibDirector
Brett BerglundDirector
David SingelynDirector
Earl Gales JrDirector
Juliana TerianDirector
Kristin CrellinDirector
Michelle GendreauDirector
Pat PatelDirector
Rudy DuranDirector
Sean YuDirector
Sharon TomkinsDirector
Majed MuhtasebDirector & Faculty Representative
Walter AllenAlumni Association Representative
Joe Simoneschi-sloanChief Financial Officer
Susan Kellogg-bellDevelopment Committee Chai
Winny DongSecretary & Faculty Representative

Highest Paid Contractors

ContractorServicesLocationCompensation
Jw Marriott Los AngelesCatering Services900W OLYMPIC BLVD, Los Angeles, CA 90015$206,255
Ga Technical Services INCAudio/visual Upgrades1224 W 9TH STREET, Upland, CA 91786$100,330
Revenue and Support

Revenue Composition

Contributions and Grants
$50,117,395
Program Service Revenue
$55,399
Investment Income
$35,326,228
Other Revenue
$-182,819
All Other Contributions
$49,127,445
Change in Net Assets
$78,240,923

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded18$1,809,890Fair Market Value
Other Non Cash Contri Table225$118,682Market Value
Other Non Cash Contri Table2$3,538Book Value
Total Noncash Contributions245$1,932,110-

Audited Revenue Reconciliation

Revenue per Audited Statements
$84,804,128
Revenue Not Reported on Financial Statements
$512,075
Revenue Not Reported on Form 990
$1,368,699
Total Revenue per Audited Statements
$86,172,827
Total Revenue per Form 990
$85,316,203
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$3,119,440
Other Expenses$2,913,520
Salaries, Compensation, and Employee Benefits$1,042,320
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$2,620,763--$2,620,763
Fees for Services Other$514,856$512,674-$1,027,530
Other Salaries and Wages$814,744--$814,744
All Other Expenses$527,599$9,949-$537,548
Fees for Service Investment Mgmnt Fees-$512,075-$512,075
Grants to Domestic Orgs$498,677--$498,677
Pension Plan Contributions$157,471--$157,471
Depreciation Depletion$139,435--$139,435
Other Expenses$83,329$0$0$83,329
Other Employee Benefits$69,605$500-$70,105
Office Expenses$68,318--$68,318
Advertising$12,325--$12,325
Insurance$5,530$5,489-$11,019
Fees for Services Legal$3,279--$3,279
Total Functional Expenses$6,034,593$1,040,687$0$7,075,280

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$7,075,280
Total Expenses per Audited Statements$6,756,383
Expenses per Audited Statements$6,563,205
Expenses Not Reported on Financial Statements$512,075
Expenses Not Reported on Form 990$193,178
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
California State Polytechnic University PomonaPomona, CA115Support the University$288,283
Cal Poly Pomona Foundation IncPomona, CA501c3Charitable-
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$193,178
Fundraising Gross Income$10,359
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Cpp Com Day$11,615$9,724$633$9,091
Hospitality Uncorked$236,402$635$191,465$-190,830
Total Events$248,017$10,359$193,178$-182,819
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Split Interest Agreement$935,028
Unitrust Liability$306,578
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
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 990 will be reviewed by the audit committee and a copy will be provided to each member of the foundation's board of directors for their review and comment. The foundation ceo will also review and sign the return.”

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

“Board members are required annually to affirm in writing the absence of any conflicts of interest, and any conflict is reviewed by the audit committee.”

Form 990, Part VI, Section B, Line 15

“Cal poly pomona philanthropic foundation does not have any employees. California state polytechnic university, pomona a related organization, does compensate employees. California state polytechnic university, pomona has a formal compensation review policy.”

Form 990, Part VI, Section C, Line 19

“Governing documents and financials are available on website. Policies are available upon request.”

Filing and Contact Details

Filer

Filer Name
Cal Poly Pomona Philanthropic Foundation
EIN
83-2300241
Phone
9098693419
Address
3801 WEST TEMPLE AVENUE, POMONA, CA 91768

Signing Officer

Name
Doug Nelson
Title
Chief Operating Officer
Phone
9098693419
Signed
2021-12-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Doug Nelson
Formed
2018
Legal Domicile
CA
Voting Board Members
26
Independent Board Members
20
Employees
0
Volunteers
1,430

Preparer

Firm
Aldrich Cpas and Advisors Llp
Address
7676 HAZARD CENTER DRIVE STE 1300, SAN DIEGO, CA 92108
Preparer
Elsa a Romero
Phone
6198104940
Supplemental Narrative

Additional Explanations

Form 990 Part V Line 2A and 2B

“Cal poly pomona philanthropic foundation does not file any form w-2's directly. Employees working within cal poly pomona philanthropic foundation share a common paymaster with the related entity cal poly pomona foundation for payroll-related records. Cal poly pomona foundation reports the total number of w-2's filed and does file all related federal employment tax returns. Cal poly pomona philanthropic foundation reimburses cal poly pomona foundation for all employee compensation.”

Form 990, Part IX, Line 11G

“Bank fees: program service expenses 13,133. Management and general expenses 1,061. Fundraising expenses 0. Total expenses 14,194. Services/other: program service expenses 501,723. Management and general expenses 511,613. Fundraising expenses 0. Total expenses 1,013,336.”

Financial Statement Notes

PART III, LINE 4:

“The fine-art collection is for use by the university to achieve its educational mission.”

PART V, LINE 4:

“Permanent endowments are funds received from donors with the stipulation that the principal remains intact and invested in perpetuity to produce income that will be distributed and expended for purposes specified by the donor.”

PART X, LINE 2:

“The philanthropic foundation has evaluated its tax positions and the certainty as to whether those tax positions will be sustained in the event of an audit by taxing authorities at the federal and state levels. The primary tax positions evaluated are related to the philanthropic foundation's continued qualification as a tax-exempt organization and whether there is unrelated business income activities conducted that would be taxable. Management has determined that all income tax positions are more likely than not of being sustained upon potential audit or examination; therefore, no disclosures of uncertain income tax positions are required.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Special event expenses netted with related revenue 193,178.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Special event expenses netted with related revenue 193,178.”

Raw XML AppendixShowing 400 of 858 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1166660
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/OtherCompensationAmt2176936
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2375627
IRS990/Form990PartVIISectionAGrp/PersonNm0LARRY GATES
IRS990/Form990PartVIISectionAGrp/PersonNm1SORAYA COLEY
IRS990/Form990PartVIISectionAGrp/PersonNm2DAN MONTPLAISIR
IRS990/Form990PartVIISectionAGrp/PersonNm3WINNY DONG
IRS990/Form990PartVIISectionAGrp/PersonNm4RON GEGOIRE
IRS990/Form990PartVIISectionAGrp/PersonNm5DIANE MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm6JOHN RESICH
IRS990/Form990PartVIISectionAGrp/PersonNm7SUSAN KELLOGG-BELL
IRS990/Form990PartVIISectionAGrp/PersonNm8KRISTIN CRELLIN
IRS990/Form990PartVIISectionAGrp/PersonNm9EARL GALES JR
IRS990/Form990PartVIISectionAGrp/PersonNm10MICHELLE GENDREAU
IRS990/Form990PartVIISectionAGrp/PersonNm11MAJED MUHTASEB
IRS990/Form990PartVIISectionAGrp/PersonNm12PAT PATEL
IRS990/Form990PartVIISectionAGrp/PersonNm13SEAN YU
IRS990/Form990PartVIISectionAGrp/PersonNm14AHMED AL-KHATIB
IRS990/Form990PartVIISectionAGrp/PersonNm15BRETT BERGLUND
IRS990/Form990PartVIISectionAGrp/PersonNm16DAVID SINGELYN
IRS990/Form990PartVIISectionAGrp/PersonNm17JULIANA TERIAN
IRS990/Form990PartVIISectionAGrp/PersonNm18RUDY DURAN
IRS990/Form990PartVIISectionAGrp/PersonNm19SHARON TOMKINS
IRS990/Form990PartVIISectionAGrp/PersonNm20WALTER ALLEN
IRS990/Form990PartVIISectionAGrp/PersonNm21DOUG NELSON
IRS990/Form990PartVIISectionAGrp/PersonNm22PRABHAT JAMMALAMADAKA
IRS990/Form990PartVIISectionAGrp/PersonNm23JOE SIMONESCHI-SLOAN
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/ReportableCompFromRltdOrgAmt1345426
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2251036
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3159245
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11152799
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/ReportableCompFromRltdOrgAmt21165035
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt23215756
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1UNIVERSITY PRESIDENT & DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2CEO & DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY & FACULTY REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt4AUDIT COMMITTEE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt5NOMINATING COMMITTEE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6FINANCE COMMITTEE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DEVELOPMENT COMMITTEE CHAI
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR & FACULTY REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20ALUMNI ASSOCIATION REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt21COO & DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22ASI PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt23CHIEF FINANCIAL OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02018
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt0237658
IRS990/FundraisingDirectExpensesAmt0193178
IRS990/FundraisingGrossIncomeAmt010359
IRS990/GainOrLossGrp/SecuritiesAmt031257735
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt026
IRS990/GrantAmt0210394
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt02620763
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt02620763
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0498677
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0498677
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0176885616
IRS990/GrossReceiptsAmt0231137262
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt05489
IRS990/InsuranceGrp/ProgramServicesAmt05530
IRS990/InsuranceGrp/TotalAmt011019
IRS990/InvestmentIncomeGrp/ExclusionAmt04068493
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04068493
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt010367944
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt014733324
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0123657866
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0196283214
IRS990/IRPDocumentCnt057
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0162674
IRS990/LandBldgEquipBasisNetGrp/BOYAmt09125045
IRS990/LandBldgEquipBasisNetGrp/EOYAmt08985610
IRS990/LandBldgEquipCostOrOtherBssAmt09148284
IRS990/LegalDomicileStateCd0CA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0145627881
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO SUPPORT AND ADVANCE THE MISSION OF CALIFORNIA STATE POLYTECHNIC UNIVERSITY, POMONA. TO FULFILL ITS MISSION, THE PHILANTHROPIC FOUNDATION PROMOTES, SECURES AND STEWARDS PRIVATE SUPPORT FOR THE UNIVERSITY THROUGH THE RECEIPT AND MANAGEMENT OF GIFT ASSETS, INCLUDING ENDOWMENT AND PROGRAM FUNDS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0152726622
IRS990/NetAssetsOrFundBalancesEOYAmt0232143066
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt031257735
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt031257735
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-182819
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-182819
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01175521
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt014462212
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt060422242
IRS990/NoncashContributionsAmt01932110
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt068318
IRS990/OfficeExpensesGrp/TotalAmt068318
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03024597
IRS990/OtherAssetsTotalGrp/EOYAmt04668803
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0500
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt069605
IRS990/OtherEmployeeBenefitsGrp/TotalAmt070105
IRS990/OtherExpensesGrp/Desc0SUPPLIES
IRS990/OtherExpensesGrp/Desc1PRINTING AND COPYING
IRS990/OtherExpensesGrp/Desc2EQUIPMENT PURCHASESE
IRS990/OtherExpensesGrp/Desc3BOOKS/MATERIALS
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt0303559
IRS990/OtherExpensesGrp/ProgramServicesAmt1120344
IRS990/OtherExpensesGrp/ProgramServicesAmt294759
IRS990/OtherExpensesGrp/ProgramServicesAmt383329
IRS990/OtherExpensesGrp/TotalAmt0303559
IRS990/OtherExpensesGrp/TotalAmt1120344
IRS990/OtherExpensesGrp/TotalAmt294759
IRS990/OtherExpensesGrp/TotalAmt383329
IRS990/OtherLiabilitiesGrp/BOYAmt0297993
IRS990/OtherLiabilitiesGrp/EOYAmt01241606
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0814744
IRS990/OtherSalariesAndWagesGrp/TotalAmt0814744
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0157471
IRS990/PensionPlanContributionsGrp/TotalAmt0157471
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt03766586
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt04324400
IRS990/PoliticalCampaignActyInd00

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
$233,690,764
Liabilities
$1,547,698
Net assets
$232,143,066
Revenue
$85,316,203
Expenses
$7,075,280
Net income
$78,240,923
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$291$2.95$288$24.0$16.9$7.13
2024Detailed filing. Detailed filing data is available for this year.$265$3.51$262$35.4$12.5$22.9
2023Detailed filing. Detailed filing data is available for this year.$233$1.95$231$8.05$13.6$5.55
2022Detailed filing. Detailed filing data is available for this year.$213$1.64$211$20.3$9.39$10.9
2021Detailed filing. Detailed filing data is available for this year.$234$1.55$232$85.3$7.08$78.2
2020Detailed filing. Detailed filing data is available for this year.$155$2.01$153$157$6.96$151