CAL POLY CORPORATION: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- CAL POLY CORPORATION (EIN 95-1648180)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-16
- IRS object ID
- 202221369349313167
- Schema version
- 2020v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-16T15:53:57-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 952772601 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLENN BURDETTE INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1150 PALM STREET | AddressLine1Txt |
| City | SAN LUIS OBISPO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951648180 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAL POLY CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALP | BusinessNameControlTxt |
| Phone | 8057561451 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 GRAND AVE BLDG 15 | AddressLine1Txt |
| City | SAN LUIS OBISPO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93407 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CODY VANDORN | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 8057561451 | PhoneNum |
| Signature | 2022-05-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | CODY | PersonFirstNm |
| Person Last | VANDORN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICAL W BOVEE CPA | PreparerPersonNm |
| PTIN | P01023187 | PTIN |
| Phone | 8055441441 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CODY VANDORN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 GRAND AVE BLDG 15 | AddressLine1Txt |
| City | SAN LUIS OBISPO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93407 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $86,787,308 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CALPOLYCORPORATION.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1940 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE THE UNIVERSITY WITH CERTAIN SERVICES AND FACILITIES WHICH ARE AN INTEGRAL PART OF THE EDUCATIONAL PROGRAM OF THE UNIVERSITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 2967 | TotalEmployeeCnt |
| Total Volunteers | 150 | TotalVolunteersCnt |
| Total Gross UBI | $74,208 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,400,128 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,539,232 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $35,362,209 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $34,216,288 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,965,793 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,978,504 | CYInvestmentIncomeAmt |
| PY Other Revenue | $22,520,451 | PYOtherRevenueAmt |
| CY Other Revenue | $21,789,133 | CYOtherRevenueAmt |
| PY Total Revenue | $72,248,581 | PYTotalRevenueAmt |
| CY Total Revenue | $66,523,157 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $9,026,762 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $8,827,851 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $39,030,346 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $35,407,582 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $25,378,424 | PYOtherExpensesAmt |
| CY Other Expenses | $28,254,416 | CYOtherExpensesAmt |
| PY Total Expenses | $73,435,532 | PYTotalExpensesAmt |
| CY Total Expenses | $72,489,849 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,186,951 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$5,966,692 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $209,034,925 | TotalAssetsBOYAmt |
| Total Assets EOY | $221,621,500 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $87,255,597 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $91,428,832 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $121,779,328 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $130,192,668 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PROVIDE THE UNIVERSITY WITH CERTAIN SERVICES AND FACILITIES WHICH ARE AN INTEGRAL PART OF THE EDUCATIONAL PROGRAM OF THE UNIVERSITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $24,992,637 | ExpenseAmt |
| Grant | $2,095,698 | GrantAmt |
| Revenue | $22,330,871 | RevenueAmt |
| Desc | RESEARCH GRANTS & CONTRACTS: EXTERNALLY SPONSORED PROJECTS ADMINISTERED BY THE CORPORATION FOR BENEFIT OF THE UNIVERSITY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $16,460,630 | ExpenseAmt |
| Grant | $4,130,223 | GrantAmt |
| Revenue | $8,396,401 | RevenueAmt |
| Desc | RESTRICTED AND DESIGNATED FUNDS: GIFTS AND SPECIAL ACTIVITY ACCOUNTS THAT ARE RESTRICTED OR DESIGNATED FOR SUPPORT OF UNIVERSITY PROGRAMS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $22,988,303 | ExpenseAmt |
| Grant | $2,601,930 | GrantAmt |
| Revenue | $24,694,429 | RevenueAmt |
| Desc | EDUCATIONAL BOOKSTORE: PROVIDED BOOKS, LEARNING MATERIALS AND EQUIPMENT FOR THE UNIVERSITY STUDENTS AND FACULTY/STAFF; CAMPUS DINING SERVICES FOR UNIVERSITY STUDENTS AND FACULTY; AGRICULTURE PROJECTS | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $820,324 | ExpenseAmt |
| Revenue | $597,371 | RevenueAmt |
| Desc | EDUCATIONAL CONFERENCES AND WORKSHOPS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $820,324 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $597,371 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $65,261,894 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 420 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2967 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAN BANFIELD | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8057567335 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 GRAND AVE BLDG 15 | AddressLine1Txt |
| City | SAN LUIS OBISPO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93407 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| CYNTHIA VILLA | ||||||||
| CHAIR | 4.00 | 40.00 | Yes (X) | Yes (X) | $0 | $306,384 | $102,560 | |
| RENEE PERA PART YEAR | ||||||||
| VICE CHAIR | 4.00 | 40.00 | Yes (X) | Yes (X) | $0 | $281,004 | $101,872 | |
| CYNTHIA JACKSON-ELMOORE | ||||||||
| VICE CHAIR | 4.00 | 40.00 | Yes (X) | Yes (X) | $0 | $124,812 | $37,667 | |
| ANDREW THULIN | ||||||||
| SECRETARY/TREASURER | 4.00 | 40.00 | Yes (X) | Yes (X) | $0 | $250,536 | $94,526 | |
| PHIL BARLOW | ||||||||
| DIRECTOR | 4.00 | 40.00 | Yes (X) | $0 | $154,457 | $37,803 | ||
| CARA CRYE | ||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| COLE DORRIS | ||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| ALAN FAZ | ||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| KEITH HUMPHREY | ||||||||
| DIRECTOR | 4.00 | 40.00 | Yes (X) | $0 | $254,316 | $101,557 | ||
| SEAN HURLEY | ||||||||
| DIRECTOR | 20.00 | 40.00 | Yes (X) | $13,121 | $125,487 | $58,906 | ||
| GERI LACHANCE | ||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| PATRICK MULLEN | ||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| STEVEN REIN | ||||||||
| DIRECTOR | 4.00 | 40.00 | Yes (X) | $0 | $111,293 | $54,942 | ||
| DEAN WENDT | ||||||||
| DIRECTOR | 10.00 | 40.00 | Yes (X) | $0 | $238,080 | $96,652 | ||
| LORLIE LEETHAM PART YEAR | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $0 | $207,197 | $74,692 | |||
| CODY VANDORN | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $0 | $173,843 | $77,062 | |||
| JAMES DUNNING | ||||||||
| ASSOC. VP, CORPORATE ENGAG | 40.00 | $188,865 | $0 | $34,494 | Yes (X) | |||
| ANDREA BURNS | ||||||||
| ASSOC. EXEC. DIRECTOR, CPC | 40.00 | $183,931 | $0 | $12,553 | Yes (X) | |||
| DAN BANFIELD | ||||||||
| ASSOC. EXEC. DIRECTOR, BUS | 40.00 | 4.00 | $164,251 | $16,691 | $33,319 | Yes (X) | ||
| JASON WILL MARCHESE | ||||||||
| ASSOC. EXEC. DIRECTOR, LEGAL & FACILITIES | 40.00 | $158,553 | $0 | $38,309 | Yes (X) | |||
| JUDY MAHAN | ||||||||
| ECONOMIC DEVELOPMENT DIRECTOR, CIE | 40.00 | $136,270 | $0 | $26,868 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $844,991 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,244,100 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $983,782 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 16 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MAINO CONSTRUCTION COMPANY INC | |||||
| PO BOX 1347 | SAN LUIS OBISPO | CA | 93406 | CONSTRUCTION MANAGEMENT | $1,042,458 |
| CHARTWELLS DINING SERVICES | |||||
| PO BOX 50196 | LOS ANGELES | CA | 90074 | MANAGEMENT SERVICES | $986,576 |
| SPECIALTY CONSTRUCTION INC | |||||
| 645 CLARION COURT | SAN LUIS OBISPO | CA | 93401 | CONSTRUCTION MANAGEMENT | $469,235 |
| THE MIRIAM HOSPITAL | |||||
| ONE HOPPIN ST BOX 43 SUITE 1300 | PROVIDENCE | RI | 029034141 | RESEARCH SUPPORT | $312,238 |
| CUESTA COLLEGE | |||||
| PO BOX 8106 | SAN LUIS OBISPO | CA | 93403 | RESEARCH SUPPORT | $301,738 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 16 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $166,978 | FundraisingAmt |
| Related Organizations | $2,482,814 | RelatedOrganizationsAmt |
| All Other Contributions | $4,889,440 | AllOtherContributionsAmt |
| Noncash Contributions | $629,487 | NoncashContributionsAmt |
| Total Contributions | $7,539,232 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| GRANTS & CONTRACTS | 900099 | $22,330,871 | $22,330,871 | |
| SERVICE FEES | 561000 | $7,919,003 | $7,728,341 | $190,662 |
| UNIV. PROGRAMS SUPPORT | 900099 | $2,204,330 | $2,204,330 | |
| MISCELLANEOUS | 900099 | $1,164,713 | $1,164,713 | |
| CONFERENCES & WORKSHOPS | 519100 | $597,371 | $597,371 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $34,216,288 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $636,091 | TotalRevenueColumnAmt |
| Exclusion | $636,091 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $553,357 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $763,123 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$209,766 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$209,766 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $56,465 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$134,660 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$131,571 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,664,921 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,293,401 | SecuritiesAmt |
| Other | $29,107 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,371,520 | SecuritiesAmt |
| Other | -$29,107 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,342,413 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$29,107 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $2,371,520 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $143,762 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $166,978 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $129,157 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,605 | TotalRevenueColumnAmt |
| Exclusion | $14,605 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $24,033,657 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $7,049,363 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,984,294 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,966,088 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $18,206 | UnrelatedBusinessRevenueAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSURANCE PROCEEDS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $5,000,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,000,000 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $5,000,000 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $66,523,157 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $56,019,072 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $74,208 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,890,645 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,714,196 | TotalAmt |
| Program Services | $8,714,196 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,655 | TotalAmt |
| Program Services | $113,655 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $401,004 | TotalAmt |
| Management And General | $401,004 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,847,721 | TotalAmt |
| Program Services | $21,559,847 | ProgramServicesAmt |
| Management And General | $3,287,874 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,109,081 | TotalAmt |
| Program Services | $822,019 | ProgramServicesAmt |
| Management And General | $287,062 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,285,175 | TotalAmt |
| Program Services | $5,901,820 | ProgramServicesAmt |
| Management And General | $1,383,355 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,764,601 | TotalAmt |
| Program Services | $1,516,578 | ProgramServicesAmt |
| Management And General | $248,023 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,843 | TotalAmt |
| Program Services | $88,233 | ProgramServicesAmt |
| Management And General | $1,610 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,991 | TotalAmt |
| Management And General | $125,991 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,137 | TotalAmt |
| Program Services | $41,767 | ProgramServicesAmt |
| Management And General | $113,370 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,057,981 | TotalAmt |
| Program Services | $4,943,504 | ProgramServicesAmt |
| Management And General | $114,477 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,416 | TotalAmt |
| Program Services | $109,901 | ProgramServicesAmt |
| Management And General | $6,515 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $242,828 | TotalAmt |
| Program Services | $210,452 | ProgramServicesAmt |
| Management And General | $32,376 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $402,727 | TotalAmt |
| Program Services | $202,853 | ProgramServicesAmt |
| Management And General | $199,874 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $260,451 | TotalAmt |
| Program Services | $260,451 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,811,491 | TotalAmt |
| Program Services | $1,750,442 | ProgramServicesAmt |
| Management And General | $61,049 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240,920 | TotalAmt |
| Program Services | $240,920 | ProgramServicesAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,174 | TotalAmt |
| Program Services | $42,709 | ProgramServicesAmt |
| Management And General | $6,465 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $998,654 | TotalAmt |
| Program Services | $998,654 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,630,669 | TotalAmt |
| Program Services | $2,501,804 | ProgramServicesAmt |
| Management And General | $128,865 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $296,614 | TotalAmt |
| Program Services | $183,286 | ProgramServicesAmt |
| Management And General | $113,328 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SUPPLIES & EQUIPMENT | $4,833,220 | $4,792,704 | $40,516 |
| CONTRACT & GRANT IDC EX | $3,462,152 | $3,462,152 | |
| LIVESTOCK EXPENSE | $1,187,415 | $1,187,415 | |
| HOSTING | $128,163 | $126,881 | $1,282 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,164,570 | TotalAmt |
| Program Services | $5,489,651 | ProgramServicesAmt |
| Management And General | $674,919 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,489,849 | TotalAmt |
| Program Services | $65,261,894 | ProgramServicesAmt |
| Management And General | $7,227,955 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,004 | BOYAmt |
| EOY | $22,179 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,994,170 | BOYAmt |
| EOY | $24,550,366 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,381,112 | BOYAmt |
| EOY | $14,876,304 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,062,544 | BOYAmt |
| EOY | $1,836,290 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,194,661 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,373,564 | BOYAmt |
| EOY | $1,216,206 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $580,100 | BOYAmt |
| EOY | $585,043 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $100,480,354 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $23,030,709 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,808,437 | BOYAmt |
| EOY | $77,449,645 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $85,483,771 | BOYAmt |
| EOY | $99,563,583 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,223 | BOYAmt |
| EOY | $4,223 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $323,000 | BOYAmt |
| EOY | $323,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $209,034,925 | BOYAmt |
| EOY | $221,621,500 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,791,159 | BOYAmt |
| EOY | $7,975,282 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,516,587 | BOYAmt |
| EOY | $10,889,951 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,844,966 | BOYAmt |
| EOY | $4,362,001 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,455,978 | BOYAmt |
| EOY | $28,846,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,646,907 | BOYAmt |
| EOY | $39,355,598 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $87,255,597 | BOYAmt |
| EOY | $91,428,832 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,779,328 | BOYAmt |
| EOY | $130,192,668 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $121,779,328 | BOYAmt |
| EOY | $130,192,668 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $209,034,925 | BOYAmt |
| EOY | $221,621,500 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$5,966,692 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $13,940,714 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $439,318 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA POLYTECHNIC STATE UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 946001347 | EIN |
| Organization Type | 2 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $4,130,223 | SupportAmt |
| Other Support | $61,131,671 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $4,130,223 | SupportSumAmt |
| Other Support Sum | $61,131,671 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART 1 LINE 12A | FormAndLineReferenceDesc |
| Explanation | FOLLOWING PROPOSED CHANGES FROM A RECENT IRS AUDIT, THE ORGANIZATION RECLASSIFIED ITS PUBLIC CHARITY STATUS ON SCHEDULE A FROM 509(A)(1) / 170(B)(1)(A)(IV) TO 509(A)(3) TYPE I SUPPORTING ORGANZATION. THERE WAS NO CHANGE TO THE ORGANIZATION'S GOVERNING DOCUMENTS OR STRUCTURE, BUT IS A PRESENTATION CHANGE ON SCHEDULE A. THE ORGANIZATION HAS NOT YET RECEIVED A WRITTEN DETERMINATION LETTER FROM THE IRS REGARDING THIS RECLASSIFICATION AS IT IS STILL PENDING APPROVAL. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $198,000 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $80,000 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $18,692,425 | OtherCostOrOtherBasisAmt |
| Book Value | $18,772,425 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $51,768,634 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,827,567 | DepreciationAmt |
| Book Value | $44,941,067 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,634,709 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,132,265 | DepreciationAmt |
| Book Value | $3,502,444 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,932,255 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,002,767 | DepreciationAmt |
| Book Value | $4,929,488 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,372,331 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,068,110 | DepreciationAmt |
| Book Value | $5,304,221 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $77,449,645 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| ACTUARIAL ANNUITY LIABILITIES | $949,213 |
| POSTEMPLOYMENT BENEFIT OBLIGATIONS | $3,594,037 |
| PENSION LIABILITY | $23,865,605 |
| GASB OPEB & PENSION LIABILITY ADJUSTMENT | $131,921 |
| LIFE-INTEREST IN REAL ESTATE | $11,027,000 |
| UNAMORTIZED LOSS ON REFUNDING | -$212,178 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $39,355,598 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $89,714,306 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $13,940,714 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $956,902 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $439,318 | OtherRevenueAmt |
| Revenue Not Reported | $15,336,934 | RevenueNotReportedAmt |
| Revenue Subtotal | $74,377,372 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$7,854,215 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$7,854,215 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $66,523,157 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $81,300,966 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $956,902 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $7,854,215 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $8,811,117 | ExpensesNotReportedAmt |
| Expenses Subtotal | $72,489,849 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $72,489,849 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | THE CORPORATION MAINTAINS AN ART COLLECTION ACQUIRED BY DONATION WHICH HAS NOT BEEN RECORDED IN THE FINANCIAL STATEMENTS, AS THE COLLECTION IS HELD FOR PUBLIC EXHIBITION OR EDUCATION; THE COLLECTION IS PROTECTED, KEPT UNENCUMBERED, CARED FOR, AND PRESERVED. THE VALUE OF THE COLLECTION WAS ESTIMATED AT $1,400,000 AT JUNE 30, 2021. |
| PART III, LINE 4: | THE CORPORATION MAINTAINS THE AL SMITH ESTATE, LOCATED IN DAVENPORT, CA, WHICH OPERATES THE SWANTON PACIFIC RAILROAD, A HISTORIC MILE-LONG RAILROAD WITH FOUR STEAM LOCOMOTIVES AND ONE PASSENGER CAR. THE HISTORIC RAILROAD OPERATIONS IS PRESERVED BY THE CORPORATION FOR THE PUBLIC, FOR FUTURE GENERATIONS AND EDUCATIONAL OPPORTUNITIES FOR STUDENTS. DURING THE 2020-21 YEAR, THE CORPORATION RECEIVED $5 MILLION IN INSURANCE PROCEEDS TO COVER LOSSES INCURRED AT SWANTON PACIFIC RANCH RESULTING FROM THE CZU LIGHTNING COMPLEX FIRE IN AUGUST 2020. |
| PART IV, LINE 2B: | THE CORPORATION HOLDS 9 ENDOWMENTS FOR OTHERS AS WELL AS FUNDS HELD ON DEPOSIT RELATED TO ONE CONDO HELD FOR THE BENEFIT OF THE ORFALEA COLLEGE OF BUSINESS. THESE ENDOWMENTS ARE MANAGED BY THE CORPORATION TO BE INVESTED LONG-TERM AND THE RELATED INCOME EITHER EXPENDED FOR SUPPORT OF UNIVERSITY PROGRAMS, INCLUDING THE ALUMNI ASSOCIATION AND ASI, OR RELATED EXTERNAL ORGANIZATIONS. ADDITIONS TO ENDOWMENTS HELD FOR OTHERS (PRINCIPALLY THE RETURN ON INVESTMENT OF FUND ASSETS) ARE RECORDED AS LIABILITIES AS OPPOSED TO REVENUES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 439,318. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOODS SOLD LINE 10B -7,049,363. FUNDRAISING EXPENSES LINE 8B -129,157. RENTAL EXPENSES LINE 6B -675,695. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD LINE 10B 7,049,363. FUNDRAISING EXPENSES LINE 8B 129,157. RENTAL EXPENSES LINE 6B 675,695. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | GRANT MADE TO RECIPIENT IN THE REGION | TypeOfActivitiesConductedTxt |
| Specific Services Provided | FACILITATE A HEALTHY OPEN SOURCE SOFTWARE COMMUNITY | SpecificServicesProvidedTxt |
| Region Total Expenditures | $113,655 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $113,655 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $113,655 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE (INCLUDING ICELAND & GREENLAND) | RegionTxt |
| Purpose Of Grant | FACILITATE A HEALTHY OPEN SOURCE SOFTWARE COMMUNITY | PurposeOfGrantTxt |
| Cash Grant | $113,655 | CashGrantAmt |
| Manner Of Cash Disbursement | WIRE TRANSFER | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III ACCOUNTING METHOD: | |
| PART 1 LINE 2: | CAL POLY CORPORATION'S SPONSORED PROGRAMS DEPARTMENT MONITORS GRANTS BY ACTIVELY MANAGING PROGRAMMATIC AND FINANCIAL PERFORMANCE TO ENSURE THAT ACTIVITIES MANAGED DIRECTLY BY CAL POLY CORPORATION, AS WELL AS THOSE ACTIVITIES MANAGED BY SUB-RECIPIENT PARTNERS, ARE IMPLEMENTED EFFECTIVELY AND ARE IN COMPLIANCE WITH ALL SPONSOR-REQUIRED TERMS AND CONDITIONS. SPONSORED PROGRAMS REVIEWS EXPENDITURE REQUESTS FOR ALLOWABILITY, ALLOCABILITY AND REASONABLENESS IN ACCORDIANCE WITH THE SPONSORED PROJECT'S PURPOSE PRIOR TO EXPENSE APPROVAL. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | MUSTANG MADNESS | Event1Nm |
| Gross Receipts Event1 | $76,503 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $24,316 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $52,187 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $2,395 | NonCashPrizesEvent1Amt |
| Food And Beverage Event1 | $79 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $19,050 | OtherDirectExpensesEvent1Amt |
| Event2 | WINEMAKER'S DINNER | Event2Nm |
| Gross Receipts Event2 | $114,163 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $92,154 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $22,009 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $15,000 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $8,431 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $7,157 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $24,280 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $120,074 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $50,508 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $69,566 | GrossRevenueOtherEventsAmt |
| Rent Fclty Costs Other Events | $23,242 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $6,444 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $10,679 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $12,400 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $310,740 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $166,978 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $143,762 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $2,395 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $38,242 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $14,954 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $17,836 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $55,730 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $129,157 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $14,605 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (29 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|---|---|---|---|---|
| CALIFORNIA POLYTECHNIC STATE UNIVERSITY | ||||||||||
| ONE GRAND AVE | SAN LUIS OBISPO | CA | 93407 | 946001347 | 115 | $272,400 | STUDENT GRANTS AND SCHOLARSHIPS AWARDED AND MONITORED BY THE UNIVERSITY | |||
| CALIFORNIA POLYTECHNIC STATE UNIVERSITY | ||||||||||
| ONE GRAND AVE | SAN LUIS OBISPO | CA | 93407 | 946001347 | 115 | $3,857,823 | SUPPORT OF THE UNIVERSITY | $2,289,886 | BOOK | TRNSFR OF GOLF CLUBHOUSE/SPON PROG ASSETS |
| CALIFORNIA POLYTECHNIC STATE UNIVERSITY FOUNDATION | ||||||||||
| ONE GRAND AVE HERON HALL | SAN LUIS OBISPO | CA | 93407 | 204927897 | 501(C)(3) | $312,044 | SUPPORT OF THE UNIVERSITY | |||
| ALLAN HANCOCK COLLEGE | ||||||||||
| 800 SOUTH COLLEGE DRIVE | SANTA MARIA | CA | 93454 | 521692042 | 115 | $41,003 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | |||
| AMERICAN INSTITUTES FOR RESEARCH | ||||||||||
| 1000 THOMAS JEFFERSON ST | WASHINGTON | DC | 20007 | 250965219 | 501(C)3 | $125,529 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | |||
| ARIZONA STATE UNIVERSITY | ||||||||||
| PO BOX 876011 | TEMPE | AZ | 85287 | 860196696 | 115 | $78,036 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | |||
| CALIFORNIA STATE UNIVERSITY CHICO | ||||||||||
| 400 W FIRST STREET | CHICO | CA | 959290310 | 680386518 | 115 | $174,642 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | |||
| CORNELL | ||||||||||
| 373 PINE TREE ROAD | ITHACA | NY | 148502820 | 150532082 | $7,838 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | ||||
| UC MERCED | ||||||||||
| 5200 N LAKE ROAD | MERCED | CA | 95343 | 270093858 | 115 | $69,611 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | |||
| EDUCOPIA | ||||||||||
| 1230 PEACHTREE ST STE 1900 | ATLANTA | GA | 30309 | 205648360 | $44,022 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | ||||
| ERA ECONOMICS | ||||||||||
| 1111 KENNEDY PLACE SUITE 4 | DAVIS | CA | 95616 | 462096594 | $24,304 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | ||||
| COLERIDGE | ||||||||||
| 4511 DALTON ROAD | CHEVY CHASE | MD | 20815 | 830963735 | 501(C)3 | $55,178 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | |||
| GUADALUPE UNION SCHOOL DISTRICT | ||||||||||
| 4465 NINTH ST | GUADALUPE | CA | 93434 | 770070778 | 115 | $110,023 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | |||
| UC BERKELEY | ||||||||||
| 1608 FOURTH ST SUITE 220 | BERKELEY | CA | 94710 | 946002123 | 115 | $68,195 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | |||
| MIRIAM MEDICAL HOSPITAL | ||||||||||
| 164 SUMMIT AVENUE | PROVIDENCE | RI | 029062853 | 050258905 | 501(C)3 | $215,464 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | |||
| UNIVERSITY OF MIAMI | ||||||||||
| 5100 BRUNSON DR | MIAMI | FL | 33146 | 590624458 | 115 | $36,394 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | |||
| OREGON HEALTH & SCIENCE UNIVERSITY | ||||||||||
| 3181 SW SAN JACKSON PARK RD | PORTLAND | OR | 972393098 | 931176109 | 501(C)3 | $14,102 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | |||
| OREGON STATE UNIVERSITY | ||||||||||
| A312 KERR ADMINISTRATION BUILDING | CORVALLIS | OR | 97333 | 611730890 | 115 | $94,079 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | |||
| PASO ROBLES JOINT UNIFIED SCHOOL DISTRICT | ||||||||||
| 800 NIBLICK RD | PASO ROBLES | CA | 93446 | 481295642 | 115 | $193,293 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | |||
| REGENTS OF THE UNIVERSITY OF MICHIGAN | ||||||||||
| 3003 SOUTH STATE ST | ANN ARBOR | MI | 48109 | 386006309 | 115 | $48,105 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | |||
| IOWA STATE UNIVERSITY OF SCIENCE AND TECHNOLOGY | ||||||||||
| 1138 PEARSON HALL 505 MORRILL ROAD | AMES | IA | 50011 | 426004224 | 115 | $18,752 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | |||
| UNIVERSITY OF CALIFORNIA SANTA BARBARA | ||||||||||
| 3227 CHEADLE HALL | SANTA BARBARA | CA | 93106 | 956006145 | 115 | $18,043 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | |||
| SAN LUIS OBIISPO COUNTY COMMUNITY COLLEGE DISTRICT DBA CUESTA COMMUNITY COL | ||||||||||
| PO BOX 8106 | SAN LUIS OBISPO | CA | 93403 | 522018681 | 115 | $393,910 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | |||
| UNIVERSITY OF TENNESSEE | ||||||||||
| 1331 CIRCLE PARK DRIVE | KNOXVILLE | TN | 37996 | 626001636 | 115 | $12,545 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | |||
| UNIVERSITY OF FLORIDA | ||||||||||
| 207 GRINTER HALL PO BOX 115500 | GAINESVILLE | FL | 32611 | 596002052 | 115 | $6,758 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | |||
| WAKISH PLLC | ||||||||||
| 766 ASHUE RD | WAPATO | WA | 98951 | 823512545 | $42,399 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | ||||
| WESTFIELD STATE COLLEGE | ||||||||||
| 577 WESTERN AVENUE | WESTFIELD | MA | 01086 | 043062617 | 115 | $70,841 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | |||
| UNIVERSITY OF ARKANSAS - DIVISION OF AGRICULTURE | ||||||||||
| 1371 W ALTHEIMER DR | FAYETTEVILLE | AR | 72704 | 716003252 | 115 | $6,586 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | |||
| TRUSTEES OF THE CALIFORNIA STATE UNIVERSITY | ||||||||||
| 401 GOLDEN SHORE | LONG BEACH | CA | 90802 | 954601267 | 115 | $5,849 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 25 | Total501c3OrgCnt |
| Total Other Org | 4 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | PAYMENTS TO CALIFORNIA POLYTECHNIC STATE UNIVERSITY ASSOCIATED WITH GRANTS AND SCHOLARSHIPS ARE MADE DIRECTLY TO THE UNIVERSITY, OR AT THE DIRECTION OF THE UNIVERSITY. THE UNIVERSITY DETERMINES THE EVALUATION AND QUALIFICATION PROCESS IN AWARDING FUNDS TO INDIVIDUALS. PAYMENTS TO OTHER ORGANIZATIONS ARE RELATED TO GRANT SUBAWARDS UNDER SPONSORED PROGRAMS. SPONSORED PROGRAMS REVIEWS EXPENDITURE REQUESTS FOR ALLOWABILITY, ALLOCABILITY AND REASONABLENESS IN ACCORDANCE WITH THE SPONSORED PROJECT'S PURPOSE PRIOR TO EXPENSE APPROVAL. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CYNTHIA VILLA | ||||||||||||||
| CHAIR | $0 | $306,384 | $0 | $0 | $0 | $0 | $0 | $92,571 | $0 | $9,989 | $0 | $408,944 | $0 | $0 |
| RENEE PERA PART YEAR | ||||||||||||||
| VICE CHAIR | $0 | $281,004 | $0 | $0 | $0 | $0 | $0 | $83,090 | $0 | $18,782 | $0 | $382,876 | $0 | $0 |
| CYNTHIA JACKSON-ELMOORE | ||||||||||||||
| VICE CHAIR | $0 | $124,812 | $0 | $0 | $0 | $0 | $0 | $31,371 | $0 | $6,296 | $0 | $162,479 | $0 | $0 |
| ANDREW THULIN | ||||||||||||||
| SECRETARY/TREASURER | $0 | $250,536 | $0 | $0 | $0 | $0 | $0 | $75,697 | $0 | $18,829 | $0 | $345,062 | $0 | $0 |
| PHIL BARLOW | ||||||||||||||
| DIRECTOR | $0 | $154,457 | $0 | $0 | $0 | $0 | $0 | $34,078 | $0 | $3,725 | $0 | $192,260 | $0 | $0 |
| KEITH HUMPHREY | ||||||||||||||
| DIRECTOR | $0 | $254,316 | $0 | $0 | $0 | $0 | $0 | $76,839 | $0 | $24,718 | $0 | $355,873 | $0 | $0 |
| SEAN HURLEY | ||||||||||||||
| DIRECTOR | $13,121 | $125,487 | $0 | $0 | $0 | $0 | $0 | $34,238 | $0 | $24,668 | $13,121 | $184,393 | $0 | $0 |
| STEVEN REIN | ||||||||||||||
| DIRECTOR | $0 | $111,293 | $0 | $0 | $0 | $0 | $0 | $30,264 | $0 | $24,678 | $0 | $166,235 | $0 | $0 |
| DEAN WENDT | ||||||||||||||
| DIRECTOR | $0 | $238,080 | $0 | $0 | $0 | $0 | $0 | $71,934 | $0 | $24,718 | $0 | $334,732 | $0 | $0 |
| LORLIE LEETHAM PART YEAR | ||||||||||||||
| EXECUTIVE DIRECTOR | $0 | $207,197 | $0 | $0 | $0 | $0 | $0 | $58,991 | $0 | $15,701 | $0 | $281,889 | $0 | $0 |
| CODY VANDORN | ||||||||||||||
| EXECUTIVE DIRECTOR | $0 | $173,843 | $0 | $0 | $0 | $0 | $0 | $52,334 | $0 | $24,728 | $0 | $250,905 | $0 | $0 |
| JAMES DUNNING | ||||||||||||||
| ASSOC. VP, CORPORATE ENGAG | $188,865 | $0 | $0 | $0 | $0 | $0 | $17,695 | $0 | $16,799 | $0 | $223,359 | $0 | $0 | $0 |
| ANDREA BURNS | ||||||||||||||
| ASSOC. EXEC. DIRECTOR, CPC | $183,931 | $0 | $0 | $0 | $0 | $0 | $12,120 | $0 | $433 | $0 | $196,484 | $0 | $0 | $0 |
| DAN BANFIELD | ||||||||||||||
| ASSOC. EXEC. DIRECTOR, BUS | $164,202 | $16,691 | $25 | $0 | $24 | $0 | $11,684 | $0 | $21,635 | $0 | $197,570 | $16,691 | $0 | $0 |
| JASON WILL MARCHESE | ||||||||||||||
| ASSOC. EXEC. DIRECTOR, LEGAL & FACIL | $158,504 | $0 | $25 | $0 | $24 | $0 | $11,685 | $0 | $26,624 | $0 | $196,862 | $0 | $0 | $0 |
| JUDY MAHAN | ||||||||||||||
| ECONOMIC DEVELOPMENT DIRECTOR, CIE | $136,260 | $0 | $10 | $0 | $0 | $0 | $12,207 | $0 | $14,661 | $0 | $163,138 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 21 | ContributionCnt |
| Noncash Contributions Rpt F990 | $283,339 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | OTHER ASSETS | 106 | $319,548 | ESTIMATED FMV |
| Yes (X) | EQUINE ANIMALS | 2 | $26,600 | ESTIMATED FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | THE CORPORATION USES CPSU ADVANCEMENT SERVICES FOR THE SOLICITATION AND PROCESSING OF NONCASH CONTRIBUTIONS, IN ADDITION TO VARIOUS BROKERS FOR THE SALE OF SECURITIES AND OTHER NONCASH GIFTS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7A | THE CPSU PRESIDENT HAS AUTHORITY TO FILL VACANT CORPORATION BOARD POSITIONS AND SERVE WITHOUT ELECTION ON THE BOARD WITH THE SAME RIGHTS AS THE OTHER DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE CPSU PRESIDENT MUST APPROVE AMENDMENTS TO GOVERNING DOCUMENTS, HAS AUTHORITY TO FILL VACANT CORPORATION BOARD POSITIONS AND MAY SERVE WITHOUT ELECTION ON THE BOARD WITH THE SAME RIGHTS AS THE OTHER DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS REVIEWED BY THE CONTROLLER AND EXECUTIVE DIRECTOR AND PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO BEING FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | IN ADDITION TO REVIEWING ANNUALLY, THE BOARD MEMBERS DISCLOSE CONFLICTS OF INTEREST DURING THE YEAR AS THEY ARISE. THE BOARD ADDRESSES CONFLICTS OF INTEREST IMMEDIATELY UPON DISCLOSURE. |
| FORM 990, PART VI, SECTION B, LINE 15 | AS REQUIRED BY STATE LAW, THE CORPORATION DETERMINES COMPENSATION BASED ON COMPARABILITY OF STATE EMPLOYEES OF THE UNIVERSITY PERFORMING SUBSTANTIALLY SIMILAR SERVICES. FOR NOT SUBSTANTIALLY SIMILAR SERVICES, SALARIES MUST BE AT LEAST EQUAL TO SALARIES PREVAILING IN OTHER EDUCATIONAL INSTITUTIONS OR COMMERCIAL OPERATIONS OF LIKE NATURE BASED ON BIANNUAL SALARY SURVEYS OF OTHER COMMERCIAL AND NON-PROFIT ORGANIZATIONS IN THE AREA OR THE STATE UNIVERSITY SYSTEMS. |
| FORM 990, PART VI, SECTION C, LINE 19 | ALL POLICIES, INCLUDING THE CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS AND FORMS 990 FOR THE PAST THREE YEARS ARE AVAILABLE TO THE PUBLIC ON THE CAL POLY CORPORATION WEBSITE AND ARE ALSO AVAILABLE UPON WRITTEN REQUEST. |
| FORM 990, PART XI, LINE 9: | CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 439,318. |
| SCHEDULE A - PAGE 1, PART 1 | FOLLOWING PROPOSED CHANGES FROM A RECENT IRS AUDIT, THE ORGANIZATION RECLASSIFIED ITS PUBLIC CHARITY STATUS ON SCHEDULE A FROM 509(A)(1) / 170(B)(1)(A)(IV) TO 509(A)(3) TYPE I SUPPORTING ORGANZATION. THERE WAS NO CHANGE TO THE ORGANIZATION'S GOVERNING DOCUMENTS OR STRUCTURE, BUT IS A PRESENTATION CHANGE ON SCHEDULE A. THE ORGANIZATION HAS NOT YET RECEIVED A WRITTEN DETERMINATION LETTER FROM THE IRS REGARDING THIS RECLASSIFICATION AS IT IS STILL PENDING APPROVAL. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt |
|---|---|---|---|---|---|---|---|---|---|
| CALIFORNIA POLYTECHNIC STATE UNIVERSITY SAN LUIS OBISPO | |||||||||
| ONE GRAND AVE | SAN LUIS OBISPO | CA | 93407 | 946001347 | CAL POLY CORPORATION IS AN AUXILIARY ORG UNDER SECT 170(B)(1)(A)(IV) | CA | 115 | 0 | |
| CALIFORNIA POLYTECHNIC STATE UNIVERSITY FOUNDATION | |||||||||
| ONE GRAND AVE HERON HALL | SAN LUIS OBISPO | CA | 93407 | 204927897 | SUPPORT OF CPSU | CA | 501(C)(3) | 0 | LINE 5 |
| CPSU ALUMNI ASSOCIATION SAN LUIS OBISPO | |||||||||
| 1 GRAND AVE ALUMNI HOUSE | SAN LUIS OBISPO | CA | 93407 | 237040360 | PROMOTE WELFARE AND FUTURE DEVELOPMENT OF THE UNIVERSITY | CA | 501(C)(3) | 0 | LINE 5 |
| ASSOCIATED STUDENTS INC CPSU SAN LUIS OBISPO | |||||||||
| 1 GRAND AVE BLDG 65 212 | SAN LUIS OBISPO | CA | 93407 | 952308831 | EXTRA-CURRICULAR ACTIVITIES FOR CAL POLY STUDENTS, FACULTY & STAFF | CA | 501(C)(3) | 0 | LINE 5 |
| CENTRAL COAST PERFORMING ARTS CENTER COMMISSION | |||||||||
| CORPORATION ADMIN BLDG 15 | SAN LUIS OBISPO | CA | 93407 | 770408837 | CPSU JOINT VENTURE COMMISSION FOR PERFORMING ARTS | CA | 501(C)(3) | 0 | LINE 7 |
| CAL POLY CORPORATION VEBA TRUST | |||||||||
| CORPORATION ADMIN BLDG 15 | SAN LUIS OBISPO | CA | 93407 | 467470544 | PAYING CERTAIN OTHER POST-EMPLOYMENT BENEFITS FOR ELIGIBLE RETIREES | CA | 501(C)(9) | 0 | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPLIT INTEREST TRUSTS (37) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | CHARITABLE GIFT ANNUITIES | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (8 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| CALIFORNIA POLYTECHNIC STATE UNIVERSITY SAN LUIS OBISPO | ||
| B | $6,420,109 | COST |
| CALIFORNIA POLYTECHNIC STATE UNIVERSITY SAN LUIS OBISPO | ||
| M | $4,349,219 | COST |
| CALIFORNIA POLYTECHNIC STATE UNIVERSITY SAN LUIS OBISPO | ||
| L | $6,680,331 | COST |
| CALIFORNIA POLYTECHNIC STATE UNIVERSITY SAN LUIS OBISPO | ||
| P | $12,799,728 | COST |
| CAL POLY CORPORATION VEBA TRUST | ||
| Q | $1,431,612 | COST |
| CAL POLY CORPORATION VEBA TRUST | ||
| R | $478,753 | COST |
| CALIFORNIA POLYTECHNIC STATE UNIVERSITY SAN LUIS OBISPO | ||
| J | $107,417 | COST |
| CALIFORNIA POLYTECHNIC STATE UNIVERSITY SAN LUIS OBISPO | ||
| K | $90,002 | COST |