CAL POLY POMONA FOUNDATION INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- CAL POLY POMONA FOUNDATION INC (EIN 95-2417645)
- Tax period
- 2024-07-01 to 2025-06-30
- Filed
- 2026-05-15
- IRS object ID
- 202641359349301809
- Schema version
- 2024v5.5
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T06:36:14-05:00 | ReturnTs |
| Tax Period End | 2025-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 333709623 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COHNREZNICK ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 350 GRANITE STREET SUITE 1200 | AddressLine1Txt |
| City | BRAINTREE | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02184 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952417645 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAL POLY POMONA FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CALP | BusinessNameControlTxt |
| Phone | 9098693154 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3801 WEST TEMPLE AVE BLDG 55 | AddressLine1Txt |
| City | POMONA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 917684038 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JUAN HERNANDEZ | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9098693154 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOLANTA TUCK | PreparerPersonNm |
| PTIN | P01340068 | PTIN |
| Phone | 7813803520 | PhoneNum |
| Preparation | 2026-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JARED CEJA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3801 WEST TEMPLE AVE BLDG 55 | AddressLine1Txt |
| City | POMONA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 917684038 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $156,813,599 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.FOUNDATION.CPP.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1966 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO AID THE EDUCATIONAL MISSION OF CALIFORNIA STATE POLYTECHNIC UNIVERSITY, POMONA. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 2711 | TotalEmployeeCnt |
| Total Volunteers | 350 | TotalVolunteersCnt |
| Total Gross UBI | $8,644,796 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $22,077,519 | PYContributionsGrantsAmt |
| CY Contributions Grants | $28,508,014 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $75,026,567 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $81,388,248 | CYProgramServiceRevenueAmt |
| PY Investment Income | $736,737 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,632,459 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $97,840,823 | PYTotalRevenueAmt |
| CY Total Revenue | $114,528,721 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,213,711 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,367,991 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $37,003,594 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $36,797,997 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $53,890,516 | PYOtherExpensesAmt |
| CY Other Expenses | $62,583,132 | CYOtherExpensesAmt |
| PY Total Expenses | $95,107,821 | PYTotalExpensesAmt |
| CY Total Expenses | $103,749,120 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,733,002 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $10,779,601 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $214,322,565 | TotalAssetsBOYAmt |
| Total Assets EOY | $342,206,425 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $145,283,533 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $263,023,849 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $69,039,032 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $79,182,576 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE ORGANIZATION'S MISSION IS TO ENGAGE IN ENTERPRISE AND PROGRAMS SUPPORT ACTIVITIES TO AID THE EDUCATIONAL MISSION OF CALIFORNIA STATE POLYTECHNIC UNIVERSITY, POMONA FOR THE BENEFITS OF STUDENTS, FACULTY, STAFF, ALUMNI AND VISITORS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $21,132,510 | ExpenseAmt |
| Revenue | $21,898,369 | RevenueAmt |
| Desc | DINING SERVICES - OPERATES A DIVERSE ARRAY OF DINING VENUES FOR THE CONVENIENCE OF STUDENTS, FACULTY, STAFF, AND OTHER UNIVERSITY CONSTITUENTS. THE MISSION OF THE ENTERPRISE FOUNDATION DINING SERVICES IS TO DELIVER QUALITY FOOD SERVICES AT AFFORDABLE PRICES WHILE PROVIDING VALUABLE STUDENT WORK EMPLOYMENT OPPORTUNITIES AND RESOURCE SUPPORT TO THE CAL POLY POMONA COMMUNITY. EACH YEAR, OVER 500 STUDENTS FROM ALL ACADEMIC DISCIPLINES GAIN LEADERSHIP SKILLS AND BENEFICIAL WORK EXPERIENCES BY WORKING IN RESIDENTIAL AND RETAIL DINING OPERATIONS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $15,665,812 | ExpenseAmt |
| Revenue | $16,275,221 | RevenueAmt |
| Desc | BRONCO BOOKSTORE - OFFERS THE ACADEMIC COMMUNITY ALL OF THE COURSE MATERIALS, SUPPLIES, TECHNOLOGY, SPIRIT GEAR, AND TOOLS NECESSARY FOR A SUCCESSFUL UNIVERSITY EXPERIENCE. IT'S MISSION IS TO PROVIDE THESE GOODS, AND SERVICES IN THE MOST AFFORDABLE AND CONVENIENT MANNER POSSIBLE. THE BRONCO BOOKSTORE SUPPORTS FACULTY EFFORTS TO IDENTIFY THE COURSE MATERIALS THAT ARE MOST ADVANTAGEOUS FOR STUDENT LEARNING AND COMPLETION. STAFF TAKE PRIDE IN DEVELOPING STUDENT EMPLOYEES WITH CO-CURRICULAR EXPERIENCES THAT ENHANCE THEIR CLASSROOM LEARNING. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $11,232,138 | ExpenseAmt |
| Revenue | $12,934,933 | RevenueAmt |
| Desc | UNIVERSITY VILLAGE - THE VILLAGE OFFERS VALUABLE, WELL-MAINTAINED, AND FURNISHED ACCOMODATIONS FOR OVER 1,200 CAL POLY POMONA STUDENTS EACH YEAR. BY FOCUSING ON INTERPERSONAL RELATIONSHIPS WITH ITS RESIDENTS, HOUSING SERVICES STRIVES TO CREATE A SAFE, RESPECTFUL AND INCLUSIVE COMMUNITY. STUDENTS ENGAGE WITH A SUPPORTIVE STAFF AND DYNAMIC ENVIRONMENT THAT CONTINUALLY WORKS TO ADAPT TO RESIDENT NEEDS. THE UNIVERSITY VILLAGE PRIDES ITSELF ON ADVANCING STUDENT SUCCESS THROUGH A HOLISTIC, CO-CURRICULAR EDUCATION, AND STUDENT EMPLOYMENT OPPORTUNITIES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $37,413,778 | ExpenseAmt |
| Grant | $4,367,991 | GrantAmt |
| Revenue | $21,635,429 | RevenueAmt |
| Desc | OTHER PROGRAM SERVICES | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $37,413,778 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $4,367,991 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $21,635,429 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $85,444,238 | 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 | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | 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 | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | 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 | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | 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 | 0 | 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 | 194 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2711 | 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 | 0 | QuidProQuoContributionsInd |
| 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 | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | 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 | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | 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 | JUAN HERNANDEZ | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9098693154 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3801 WEST TEMPLE AVENUE BLDG 55 | AddressLine1Txt |
| City | POMONA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 917684038 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ALISON A BASKI | ||||||||
| DIRECTOR | 0.50 | 39.50 | Yes (X) | $0 | $283,652 | $71,167 | ||
| ANISSA S PATEL | ||||||||
| DIRECTOR | 0.50 | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| APRIL JIMENEZ-VALADEZ | ||||||||
| DIRECTOR | 0.50 | 39.50 | Yes (X) | $0 | $72,542 | $52,585 | ||
| CHRISTINA GONZALES | ||||||||
| VICE CHAIR | 0.50 | 39.50 | Yes (X) | $0 | $312,536 | $60,430 | Yes (X) | |
| CYNTHIA NELSON | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| DAVID SPEAK | ||||||||
| AT-LARGE DIRECTOR | 0.50 | Yes (X) | $0 | $139 | $0 | |||
| ERICA FRAUSTO-AGUADO | ||||||||
| AT-LARGE DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| FRANCES TEVES | ||||||||
| DIRECTOR | 0.50 | 39.50 | Yes (X) | $5,500 | $287,636 | $85,347 | ||
| HOMEYRA SADAGHIANI | ||||||||
| DIRECTOR | 0.50 | 39.50 | Yes (X) | $0 | $130,699 | $58,091 | ||
| JOHN W MCGUTHRY | ||||||||
| SECRETARY/TREASURER | 0.50 | 39.50 | Yes (X) | $0 | $296,670 | $110,810 | Yes (X) | |
| KRIS ZOLETA | ||||||||
| DIRECTOR | 0.50 | 39.50 | Yes (X) | $0 | $60,657 | $30,175 | ||
| LOWELL OVERTON | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| MARYANN TOLANO LEVEQUE | ||||||||
| AT-LARGE DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| MAYRA BROWN | ||||||||
| AT-LARGE DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| MEGAN SHADRICK | ||||||||
| DIRECTOR | 0.50 | 5.00 | Yes (X) | $5,569 | $0 | $0 | ||
| MICHELLE CARDONA | ||||||||
| DIRECTOR (AS OF 10/24) | 0.50 | 39.50 | Yes (X) | $0 | $226,048 | $77,785 | ||
| OLIVER SANTOS | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| PHYLLIS NELSON | ||||||||
| DIRECTOR | 0.50 | 39.50 | Yes (X) | $1,000 | $167,937 | $61,438 | ||
| RITA KUMAR | ||||||||
| DIRECTOR | 0.50 | 39.50 | Yes (X) | $0 | $185,554 | $69,468 | ||
| RUBY SUCHECKI | ||||||||
| AT-LARGE DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| SORAYA M COLEY | ||||||||
| DIRECTOR | 0.50 | 39.50 | Yes (X) | $0 | $473,835 | $156,491 | ||
| STEPHANIE PASTOR | ||||||||
| DIRECTOR | 0.50 | 39.50 | Yes (X) | $0 | $84,031 | $35,687 | ||
| TERRI GOMEZ | ||||||||
| DIRECTOR | 0.50 | 39.50 | Yes (X) | $0 | $344,543 | $131,434 | ||
| YSABEL D TRINIDAD | ||||||||
| CHAIR (UNTIL 12/24) | 0.50 | 39.50 | Yes (X) | $0 | $348,498 | $123,314 | Yes (X) | |
| JARED CEJA | ||||||||
| CHIEF EXECUTIVE OFFICER | 40.00 | $263,000 | $0 | $50,163 | Yes (X) | |||
| JUAN HERNANDEZ | ||||||||
| CFO (AS OF 2/25) | 40.00 | $0 | $0 | $0 | Yes (X) | |||
| RANDY WALLACE JR | ||||||||
| CORPORATE BROKERAGE OFFICER | 40.00 | $159,898 | $0 | $46,744 | Yes (X) | |||
| SHARI BENSON | ||||||||
| CHIEF HUMAN RESOURCES OFFICER | 40.00 | $148,767 | $0 | $13,304 | Yes (X) | |||
| TARIQ MARJI | ||||||||
| INTERIM CFO (UNTIL 2/25) | 40.00 | $103,109 | $0 | $28,443 | Yes (X) | |||
| THOMAS SEKAYAN | ||||||||
| CHIEF OPERATING OFFICER | 40.00 | $148,018 | $0 | $14,106 | Yes (X) | |||
| AARON NEILSON | ||||||||
| DIRECTOR OF DINING SERVICE | 40.00 | $173,568 | $0 | $47,647 | Yes (X) | |||
| CLINT AASE | ||||||||
| DIRECTOR OF BRONCO BOOKSTORE | 40.00 | $157,690 | $0 | $29,765 | Yes (X) | |||
| DAVID CORRAL | ||||||||
| DIRECTOR OF DINING SERVICE | 40.00 | $135,681 | $0 | $36,566 | Yes (X) | |||
| JOSEPH BUSTAMANTE | ||||||||
| DIRECTOR OF INFORMATION TECHNOLOGY | 40.00 | $138,256 | $0 | $39,244 | Yes (X) | |||
| RICARDO QUINTERO | ||||||||
| DIRECTOR OF UPWARD BOUND PROGRAMS | 40.00 | $144,280 | $0 | $45,519 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,584,336 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $3,274,977 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,475,723 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 23 | 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 |
|---|---|---|---|---|---|
| 2H CONSTRUCTION INC | |||||
| 2653 WALNUT AVENUE | SIGNAL HILL | CA | 90755 | CONSTRUCTION SERVICES | $680,481 |
| CALICO BUILDING SERVICES INC | |||||
| 15550-C ROCKFIELD BLVD STE C | IRVINE | CA | 92618 | CLEANING AND MAINTENANCE SERVICE | $655,994 |
| M & M CLEANING SERVICES LLC | |||||
| 3751 MERCED DRIVE ST D | RIVERSIDE | CA | 92503 | CLEANING AND MAINTENANCE SERVICE | $419,488 |
| CENGAGE LEARNING INC | |||||
| 10650 TOEBBEN DR | INDEPENDENCE | KY | 41051 | EDUCATION INSTRUCTIONS | $395,955 |
| DW LANDSCAPE INC | |||||
| 1042 N MOUNTAIN AVE B175 | UPLAND | CA | 91784 | LANDSCAPING | $323,244 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $835,646 | RelatedOrganizationsAmt |
| Government Grants | $27,312,637 | GovernmentGrantsAmt |
| All Other Contributions | $359,731 | AllOtherContributionsAmt |
| Total Contributions | $28,508,014 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| ENTERPRISE ACTIVITIES | 722320 | $57,700,280 | $54,215,202 | $3,485,078 |
| REAL ESTATE ACTIVITIES | 531190 | $13,415,486 | $9,648,798 | $3,766,688 |
| EDUCATIONAL ACTIVITIES | 445200 | $10,272,482 | $8,879,952 | $1,392,530 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $81,388,248 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,287,000 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $500 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,286,500 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $45,630,337 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $42,284,878 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,345,459 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,345,459 | TotalRevenueColumnAmt |
| Exclusion | $3,345,459 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $114,528,721 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $72,743,952 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $8,644,796 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,631,959 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,104,999 | TotalAmt |
| Program Services | $4,104,999 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $262,992 | TotalAmt |
| Program Services | $262,992 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,203,874 | TotalAmt |
| Management And General | $1,203,874 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,193,378 | TotalAmt |
| Program Services | $25,150,748 | ProgramServicesAmt |
| Management And General | $5,042,630 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,293,062 | TotalAmt |
| Program Services | $1,631,914 | ProgramServicesAmt |
| Management And General | $661,148 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,208,504 | TotalAmt |
| Program Services | $989,227 | ProgramServicesAmt |
| Management And General | $219,277 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,899,179 | TotalAmt |
| Program Services | $1,445,711 | ProgramServicesAmt |
| Management And General | $453,468 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,395 | TotalAmt |
| Program Services | $45,586 | ProgramServicesAmt |
| Management And General | $53,809 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $218,668 | TotalAmt |
| Program Services | $131,302 | ProgramServicesAmt |
| Management And General | $87,366 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,164 | TotalAmt |
| Management And General | $105,164 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,924,898 | TotalAmt |
| Program Services | $6,593,575 | ProgramServicesAmt |
| Management And General | $1,331,323 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $531,184 | TotalAmt |
| Program Services | $270,278 | ProgramServicesAmt |
| Management And General | $260,906 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,198,894 | TotalAmt |
| Program Services | $4,773,014 | ProgramServicesAmt |
| Management And General | $425,880 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,714,064 | TotalAmt |
| Program Services | $1,206,474 | ProgramServicesAmt |
| Management And General | $507,590 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,416,442 | TotalAmt |
| Program Services | $317,595 | ProgramServicesAmt |
| Management And General | $1,098,847 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,525,015 | TotalAmt |
| Program Services | $5,298,498 | ProgramServicesAmt |
| Management And General | $3,226,517 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,554,889 | TotalAmt |
| Program Services | $1,335,616 | ProgramServicesAmt |
| Management And General | $219,273 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,721 | TotalAmt |
| Program Services | $47,433 | ProgramServicesAmt |
| Management And General | $13,288 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,388,556 | TotalAmt |
| Program Services | $1,384,610 | ProgramServicesAmt |
| Management And General | $3,946 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,342,660 | TotalAmt |
| Program Services | $2,431,896 | ProgramServicesAmt |
| Management And General | $910,764 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $947,556 | TotalAmt |
| Program Services | $536,833 | ProgramServicesAmt |
| Management And General | $410,723 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| COST OF GOODS SOLD | $20,375,844 | $20,375,844 | |
| INDIRECT COST | $4,625,522 | $3,411,746 | $1,213,776 |
| MEALS AND REFRESHMENTS | $1,449,151 | $1,119,380 | $329,771 |
| LAUNDRY | $169,477 | $169,477 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,935,032 | TotalAmt |
| Program Services | $2,409,490 | ProgramServicesAmt |
| Management And General | $525,542 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,749,120 | TotalAmt |
| Program Services | $85,444,238 | ProgramServicesAmt |
| Management And General | $18,304,882 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,470,905 | BOYAmt |
| EOY | $4,002,466 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,859,541 | BOYAmt |
| EOY | $3,127,268 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,425,454 | BOYAmt |
| EOY | $4,315,956 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,450,893 | BOYAmt |
| EOY | $12,172,567 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,521,301 | BOYAmt |
| EOY | $1,534,982 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $220,790 | BOYAmt |
| EOY | $398,131 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $195,922,490 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $48,151,509 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,051,425 | BOYAmt |
| EOY | $147,770,981 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,909,873 | BOYAmt |
| EOY | $41,000,269 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,463,259 | BOYAmt |
| EOY | $8,049,474 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,306,584 | BOYAmt |
| EOY | $14,859,969 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,642,540 | BOYAmt |
| EOY | $104,974,362 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $214,322,565 | BOYAmt |
| EOY | $342,206,425 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,910,510 | BOYAmt |
| EOY | $7,241,592 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,366,792 | BOYAmt |
| EOY | $6,524,525 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,771,244 | BOYAmt |
| EOY | $1,856,060 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $121,400,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,234,987 | BOYAmt |
| EOY | $126,001,672 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,283,533 | BOYAmt |
| EOY | $263,023,849 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,253,173 | BOYAmt |
| EOY | $46,467,919 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,785,859 | BOYAmt |
| EOY | $32,714,657 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,039,032 | BOYAmt |
| EOY | $79,182,576 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $214,322,565 | BOYAmt |
| EOY | $342,206,425 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $10,779,601 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $693,151 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$1,329,208 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | 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 Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA STATE POLYTECHNIC UNIVERSITY PONOMA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954255659 | EIN |
| Organization Type | 5 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $0 | SupportAmt |
| Other Support | $85,444,238 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $85,444,238 | 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 Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | Yes (1) | TimelyProvidedDocumentsInd |
| Officers Close Relationship | Yes (1) | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | Yes (1) | SupportedOrgVoiceInvestmentInd |
Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Test | Yes (X) | ActivitiesTestInd |
| Activities Further Exempt Prps | Yes (1) | ActivitiesFurtherExemptPrpsInd |
| Activities Engaged Org Invlmnt | Yes (1) | ActivitiesEngagedOrgInvlmntInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 12G, COLUMN (VI) | THE AMOUNT REPORTED IN COLUMN (VI) IS THE TOTAL OF PROGRAMMATIC EXPENSES OF THE ORGANIZATION. THIS AMOUNT INCLUDES A $392,428 NONCASH GRANT OF BUILDING IMPROVEMENTS, EQUIPMENT, AND RENOVATIONS. |
| PART IV, SECTION D, LINE 3 - ROLE OF SUPPORTED ORGANIZATIONS | THE UNIVERSITY'S ADMINISTRATIVE ORGANIZATION SUPERVISES THE FOUNDATION, AS REQUIRED BY TITLE 5, CALIFORNIA CODE OF REGULATIONS, SECTION 42402; A MAJORITY OF THE BOARD OF DIRECTORS ARE EMPLOYEES OF THE UNIVERSITY; A MAJORITY OF THE FINANCE AND INVESTMENT COMMITTEE MEMBERS ARE EMPLOYEES OF THE UNIVERSITY. |
| PART IV, SECTION E, LINE 2A - EXPLANATION OF SUPPORTED ORGAN | UNDER SECTION 89911 ET SEQ. OF THE CALIFORNIA EDUCATION CODE, THE FOUNDATION IS A DESIGNATED AUXILIARY ORGANIZATION SERVING EXCLUSIVELY THE UNIVERSITY, WITH AUTHORIZED FUNCTIONS IN FURTHERANCE OF THE UNIVERSITY'S EXEMPT PURPOSE. THE FOUNDATION PROVIDES ESSENTIAL FUNCTIONS WHICH ARE AN INTEGRAL PART OF THE EDUCATIONAL MISSION OF THE UNIVERSITY. THE UNIVERSITY ENCOURAGES AN ACTIVE ROLE OF THE FOUNDATION IN SUPPORT SERVICES ASSOCIATED WITH THESE FUNCTIONS: A. EXTERNALLY FUNDED PROJECTS AND PROGRAMS B. INSTRUCTIONALLY-RELATED PROGRAMS AND ACTIVITIES C. PUBLIC RELATIONS AND FUND MANAGEMENT D. BOOKSTORES E. FOOD SERVICES F. CAMPUS SERVICES G. AFFORDABLE HOUSING H. ACQUISITION AND DEVELOPMENT OF REAL PROPERTY I. OTHER FUNCTIONS APPROVED BY THE BOARD OF TRUSTEES AND AUTHORIZED BY THE UNIVERSITY. |
| PART IV, SECTION E, LINE 2B - EXPLANATION OF ORG'S INV. | THE UNIVERSITY AND THE FOUNDATION HAVE ENTERED INTO A WRITTEN OPERATING AGREEMENT SPECIFYING THE AUTHORIZED SUPPORT FUNCTIONS AND THE INTEGRAL RELATIONSHIP BETWEEN THE TWO ENTITIES. THE BOARD OF TRUSTEES OF THE UNIVERSITY FIND CERTAIN SUPPORT FUNCTIONS ADVANTAGEOUS TO THE MISSION OF THE CALIFORNIA STATE UNIVERSITY, MORE EFFECTIVELY ACCOMPLISHED BY THE PARTICIPATION OF THE FOUNDATION. |
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
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $22,706,910 | OtherCostOrOtherBasisAmt |
| Book Value | $22,706,910 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $156,601,146 | OtherCostOrOtherBasisAmt |
| Depreciation | $35,168,063 | DepreciationAmt |
| Book Value | $121,433,083 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $143,638 | OtherCostOrOtherBasisAmt |
| Depreciation | $137,251 | DepreciationAmt |
| Book Value | $6,387 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,470,796 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,846,195 | DepreciationAmt |
| Book Value | $3,624,601 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $147,770,981 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| NET PENSION LIABILITY | $5,042,656 |
| NET OPEB LIABILITIES | $818,400 |
| LEASE RECEIVABLES | $93,001,883 |
| CONSTRUCTION IN PROGRESS | $6,111,423 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $104,974,362 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)
| DescDesc | AmtAmt |
|---|---|
| NET PENSION LIABILITY | $17,395,622 |
| NET OPEB LIABILITY | $2,136,467 |
| DUE TO RELATED PARTIES | $1,113,124 |
| SPLIT INTEREST AGREEMENTS | $911,716 |
| UNITRUST LIABILITY | $720,276 |
| LEASES | $87,357,765 |
| RIGHT-OF-USE LEASE OBLIGATION | $16,366,702 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $126,001,672 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $115,116,708 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $693,151 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $693,151 | RevenueNotReportedAmt |
| Revenue Subtotal | $114,423,557 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $105,164 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $105,164 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $114,528,721 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $103,643,956 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $103,643,956 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $105,164 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $105,164 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $103,749,120 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION IS ORGANIZED UNDER THE NONPROFIT PUBLIC BENEFIT LAWS OF CALIFORNIA AND IS RECOGNIZED AS AN EXEMPT ORGANIZATION FOR BOTH FEDERAL AND CALIFORNIA PURPOSES UNDER SECTION 501(C)(3) AND 23701(D), RESPECTIVELY. THE 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 FOUNDATION'S CONTINUED QUALIFICATION AS A TAXEXEMPT ORGANIZATION AND WHETHER THERE ARE 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. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (21 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CALIFORNIA STATE POLYTECHNIC UNIVERSITY | |||||||||||
| 3801 W TEMPLE AVENUE | POMONA | CA | 91768 | 954255659 | 115 | $2,336,429 | $392,428 | NBV | BUILDING IMPROVEMENTS, EQUIPMENT, RENOVATIONS | SUPPORT UNIVERSITY | |
| CAL POLY STATE UNIVERSITY SAN LUIS OBISPO | |||||||||||
| 1 GRAND AVE | SAN LUIS OBISPO | CA | 934070501 | 770209717 | 115 | $172,001 | $0 | FINANCIAL SUPPORT FOR STUDENTS | |||
| CAL STATE UNIVERSITY FRESNO | |||||||||||
| 5150 N MAPLE AVENUE | FRESNO | CA | 93740 | 941085570 | 115 | $151,000 | $0 | FINANCIAL SUPPORT FOR STUDENTS | |||
| PARKER DEWEY LLC | |||||||||||
| 222 W MERCHANDISE MART PLAZE SUITE | CHICAGO | IL | 60654 | 475310444 | $115,000 | $0 | FINANCIAL SUPPORT FOR STUDENTS | 1212 | |||
| HUMBOLDT STATE UNIVERSITY | |||||||||||
| 1 HARP ST | ARCATA | CA | 955218299 | 946077724 | 115 | $113,818 | $0 | FINANCIAL SUPPORT FOR STUDENTS | |||
| CSU NORTHRIDGE | |||||||||||
| 18111 NORDOFF STREET | NORTHRIDGE | CA | 913308334 | 954358677 | 115 | $107,667 | $0 | FINANCIAL SUPPORT FOR STUDENTS | |||
| SAN JOSE STATE UNIVERSITY | |||||||||||
| 1 WASHINGTON SQUARE | SAN JOSE | CA | 951920065 | 942830732 | 115 | $100,000 | $0 | FINANCIAL SUPPORT FOR STUDENTS | |||
| CALIFORNIA STATE UNIVERSITY MONTEREY BAY | |||||||||||
| 100 CAMPUS CENTER | SEASIDE | CA | 93955 | 770387459 | 115 | $99,483 | $0 | FINANCIAL SUPPORT FOR STUDENTS | |||
| SAN DIEGO STATE UNIVERSITY | |||||||||||
| 5500 CAMPANILE DRIVE | SAN DIEGO | CA | 921821617 | 330373293 | 115 | $93,333 | $0 | FINANCIAL SUPPORT FOR STUDENTS | |||
| CALIFORNIA STATE UNIVERSITY CHICO | |||||||||||
| 940 W 1ST STREET | CHICO | CA | 959290242 | 951230865 | 115 | $66,817 | $0 | FINANCIAL SUPPORT FOR STUDENTS | |||
| CSU SACRAMENTO | |||||||||||
| 6000 J STREET | SACRAMENTO | CA | 958196044 | 680365325 | 115 | $51,667 | $0 | FINANCIAL SUPPORT FOR STUDENTS | |||
| CSU SAN BERNARDINO | |||||||||||
| 5500 UNIVERSITY PARKWAY | SAN BERNARDINO | CA | 92407 | 956067343 | 115 | $50,000 | $0 | FINANCIAL SUPPORT FOR STUDENTS | |||
| CALIFORNIA STATE UNIVERSITY SAN MARCOS | |||||||||||
| 333 S TWIN OAKS VALLEY ROAD | SAN MARCOS | CA | 920960001 | 330397688 | 115 | $36,000 | $0 | FINANCIAL SUPPORT FOR STUDENTS | |||
| CALIFORNIA STATE UNIVERSITY FULLERTON | |||||||||||
| 800 N STATE COLLEGE BLVD | FULLERTON | CA | 92831 | 952081258 | 115 | $22,333 | $0 | FINANCIAL SUPPORT FOR STUDENTS | |||
| CITRUS COMMUNITY COLLEGE | |||||||||||
| 1000 WEST FO0THILL BLVD | GLENDORA | CA | 91741 | 952452557 | 115 | $20,000 | $0 | FINANCIAL SUPPORT FOR STUDENTS | |||
| CALIFORNIA STATE UNIVERSITY LONG BEACH | |||||||||||
| 1250 BELLFLOWER BLVD | LONG BEACH | CA | 908400103 | 931150363 | 115 | $19,800 | $0 | FINANCIAL SUPPORT FOR STUDENTS | |||
| CSU STANISLAUS | |||||||||||
| ONE UNIVERSITY CIRCLE | TURLOCK | CA | 95382 | 946122059 | 115 | $19,333 | $0 | FINANCIAL SUPPORT FOR STUDENTS | |||
| CSU EAST BAY | |||||||||||
| 25800 CARLOS BEE BOULEVARD | HAYWARD | CA | 94542 | 946128893 | 115 | $15,000 | $0 | FINANCIAL SUPPORT FOR STUDENTS | |||
| SAN FRANCISCO STATE UNIVERSITY | |||||||||||
| 1600 HOLLOWWAY AVE | SAN FRANCISCO | CA | 94132 | 931137247 | 115 | $11,000 | $0 | FINANCIAL SUPPORT FOR STUDENTS | |||
| SONOMA STATE UNIVERSITY | |||||||||||
| 910 W SAN MARCOS BLVD | SAN MARCOS | CA | 92069 | 990157509 | 115 | $10,000 | $0 | FINANCIAL SUPPORT FOR STUDENTS | |||
| MT SAN ANTONIO COLLEGE | |||||||||||
| 1100 NORTH GRAND AVENUE | WALNUT | CA | 91789 | 956196020 | 115 | $6,986 | $0 | FINANCIAL SUPPORT FOR STUDENTS | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 20 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS & STIPENDS | GrantTypeTxt |
| Recipient | 136 | RecipientCnt |
| Cash Grant | $262,992 | CashGrantAmt |
| Non Cash Assistance | FINANCIAL SUPPORT FOR STUDENTS | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL SCHOLARSHIP AND OTHER FINANCIAL ASSISTANCE PAYMENTS ARE MONITORED BY THE FINANCIAL AID DEPARTMENT OF CALIFORNIA STATE POLYTECHNIC UNIVERSITY, POMONA. THE FOUNDATION VERIFIES AND APPROVES ALL ELIGIBILITY REQUIREMENTS RELATING TO SPECIFIC PROGRAMS TO ENSURE COMPLIANCE WITH PROJECT TERMS AND CONDITIONS AND DONOR RESTRICTIONS. FINANCIAL AID ALSO MAINTAINS RECORDS OF ALL FINANCIAL ASSISTANCE PAYMENTS PAID DURING THE FISCAL PERIOD. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| 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 (20 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SORAYA M COLEY | ||||||||||||||
| DIRECTOR | $0 | $473,563 | $0 | $0 | $0 | $272 | $0 | $134,517 | $0 | $21,974 | $0 | $630,326 | $0 | $0 |
| TERRI GOMEZ | ||||||||||||||
| DIRECTOR | $0 | $344,417 | $0 | $0 | $0 | $126 | $0 | $100,658 | $0 | $30,776 | $0 | $475,977 | $0 | $0 |
| YSABEL D TRINIDAD | ||||||||||||||
| CHAIR (UNTIL 12/24) | $0 | $348,383 | $0 | $0 | $0 | $115 | $0 | $99,279 | $0 | $24,035 | $0 | $471,812 | $0 | $0 |
| JOHN W MCGUTHRY | ||||||||||||||
| SECRETARY/TREASURER | $0 | $296,544 | $0 | $0 | $0 | $126 | $0 | $86,775 | $0 | $24,035 | $0 | $407,480 | $0 | $0 |
| FRANCES TEVES | ||||||||||||||
| DIRECTOR | $5,500 | $285,974 | $0 | $0 | $0 | $1,662 | $0 | $83,235 | $0 | $2,112 | $5,500 | $372,983 | $0 | $0 |
| CHRISTINA GONZALES | ||||||||||||||
| VICE CHAIR | $0 | $312,410 | $0 | $0 | $0 | $126 | $0 | $48,337 | $0 | $12,093 | $0 | $372,966 | $0 | $0 |
| ALISON A BASKI | ||||||||||||||
| DIRECTOR | $0 | $283,526 | $0 | $0 | $0 | $126 | $0 | $47,149 | $0 | $24,018 | $0 | $354,819 | $0 | $0 |
| JARED CEJA | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $241,965 | $0 | $0 | $0 | $21,035 | $0 | $24,790 | $0 | $25,373 | $0 | $313,163 | $0 | $0 | $0 |
| MICHELLE CARDONA | ||||||||||||||
| DIRECTOR (AS OF 10/24) | $0 | $225,922 | $0 | $0 | $0 | $126 | $0 | $65,717 | $0 | $12,068 | $0 | $303,833 | $0 | $0 |
| RITA KUMAR | ||||||||||||||
| DIRECTOR | $0 | $185,481 | $0 | $0 | $0 | $73 | $0 | $45,433 | $0 | $24,035 | $0 | $255,022 | $0 | $0 |
| PHYLLIS NELSON | ||||||||||||||
| DIRECTOR | $1,000 | $167,864 | $0 | $0 | $0 | $73 | $0 | $49,120 | $0 | $12,318 | $1,000 | $229,375 | $0 | $0 |
| AARON NEILSON | ||||||||||||||
| DIRECTOR OF DINING SERVICE | $154,797 | $0 | $0 | $0 | $18,771 | $0 | $23,307 | $0 | $24,340 | $0 | $221,215 | $0 | $0 | $0 |
| RANDY WALLACE JR | ||||||||||||||
| CORPORATE BROKERAGE OFFICER | $139,263 | $0 | $0 | $0 | $20,635 | $0 | $20,384 | $0 | $26,360 | $0 | $206,642 | $0 | $0 | $0 |
| RICARDO QUINTERO | ||||||||||||||
| DIRECTOR OF UPWARD BOUND PROGRAMS | $129,839 | $0 | $0 | $0 | $14,441 | $0 | $19,211 | $0 | $26,308 | $0 | $189,799 | $0 | $0 | $0 |
| HOMEYRA SADAGHIANI | ||||||||||||||
| DIRECTOR | $0 | $130,655 | $0 | $0 | $0 | $44 | $0 | $34,073 | $0 | $24,018 | $0 | $188,790 | $0 | $0 |
| CLINT AASE | ||||||||||||||
| DIRECTOR OF BRONCO BOOKSTORE | $136,898 | $0 | $0 | $0 | $20,792 | $0 | $20,008 | $0 | $9,757 | $0 | $187,455 | $0 | $0 | $0 |
| JOSEPH BUSTAMANTE | ||||||||||||||
| DIRECTOR OF INFORMATION TECHNOLOGY | $126,512 | $0 | $0 | $0 | $11,744 | $0 | $12,936 | $0 | $26,308 | $0 | $177,500 | $0 | $0 | $0 |
| DAVID CORRAL | ||||||||||||||
| DIRECTOR OF DINING SERVICE | $121,362 | $0 | $0 | $0 | $14,319 | $0 | $10,258 | $0 | $26,308 | $0 | $172,247 | $0 | $0 | $0 |
| THOMAS SEKAYAN | ||||||||||||||
| CHIEF OPERATING OFFICER | $131,471 | $0 | $0 | $0 | $16,547 | $0 | $11,666 | $0 | $2,440 | $0 | $162,124 | $0 | $0 | $0 |
| SHARI BENSON | ||||||||||||||
| CHIEF HUMAN RESOURCES OFFICER | $135,181 | $0 | $0 | $0 | $13,586 | $0 | $11,491 | $0 | $1,813 | $0 | $162,071 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE DRAFT RETURN IS REVIEWED BY THE ENTERPRISE FOUNDATION MANAGEMENT TEAM, FOLLOWED BY THE CFO VICE PRESIDENT OF FINANCE AT THE UNIVERSITY. IT IS THEN PRESENTED TO THE FINANCE & INVESTMENT COMMITTEE FOR ACCEPTANCE AND THEN FORWARDED TO THE BOARD FOR FINAL ACCEPTANCE BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION REGULARLY AND CONSISTENLY MONITORS AND ENFORCES COMPLIANCE WITH IT'S CONFLICT OF INTEREST POLICY. THE POLICY DOES REQUIRE AN ANNUAL DISCLOSURE, WITH SIGNATURE, THAT COULD GIVE RISE TO CONFLICTS OF INTEREST OF FAMILY AND BUSINESS RELATIONSHIPS AMONG OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION (INCLUDING BENEFITS) OF THE ORGANIZATION'S EXECUTIVE DIRECTOR AND CHIEF FINANCIAL OFFICER IS SUBJECT TO THE FOUNDATION'S EXECUTIVE COMPENSATION POLICY # 126. THE BOARD OF DIRECTORS REVIEWS THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND CHIEF FINANCIAL OFFICER AS FOLLOWS: THE BOARD SHALL CONSIDER THE COMPENSATION OF COMPARABLE EMPLOYMENT POSITIONS PAID BY COMPARABLE ORGANIZATIONS. THE BOARD SHALL ALSO TAKE INTO ACCOUNT ANY OTHER RELEVANT INFORMATION AND FACTORS IN DETERMINING THE REASONABLENESS OF EXECUTIVE COMPENSATION. THE MINUTES SHALL REFLECT THE CONSIDERATION OF THE BOARD AS TO THE ISSUE OF EXECUTIVE COMPENSATION. ONLY THOSE MEMBERS OF THE BOARD WHO ARE FREE OF CONFLICTS OF INTEREST MAY BE INVOLVED IN EVALUATION OF EXECUTIVE COMPENSATION. THE BOARD SHALL UNDERTAKE THIS REVIEW PROCESS UPON THE HIRING OF A NEW EMPLOYEE FOR EXECUTIVE DIRECTOR AND CHIEF FINANCIAL OFFICER, AND UPON THE MODIFICATION OF THE COMPENSATION FOR SUCH POSITION, BUT IN NO CASE LESS THAN ANNUALLY. FORM 990, PART VI, LINE 15B - COMPENSATION PROCESS FOR OFFICERS: ALL EMPLOYEES HAVE A WRITTEN JOB DESCRIPTION FOR WHICH THEIR PERFORMANCE IS MEASURED ANNUALLY USING A RATING SCALE SYSTEM. BOTH THE EMPLOYEE AND REPORTING SUPERVISOR HAVE AN OPPORTUNITY TO PROVIDE INPUT ON THE ANNUAL EVALUATION, AND A REVIEW OF EACH EVALUATION IS COMPLETED BY REPORTING SUPERVISOR'S MANAGER. THE OVERALL POINT VALUE IS ONE SOURCE OF INPUT FOR THE RATE OF INCREASE, IF ANY. COMPENSATION COMPARABILITY IS COMPLETED BY USING THE AOA COMPENSATION SURVEY, WHICH INCLUDES AS MANY AS 50 POSITIONS FROM OTHER CSU AUXILIARIES, AND ALSO INCLUDES A REVIEW OF THE PUBLISHED CSU SALARY LETTERS AND THEIR RESPECTIVE WRITTEN JOB DESCRIPTIONS AND CURRENT MARKET DATA. THIS ANALYSIS IS CONDUCTED INDEPENDENTLY WITHIN HUMAN RESOURCES AND THE RESULTING DATA ALONG WITH THE ORGANIZATION'S HISTORICAL PRACTICES ARE USED TO DEVELOP THE SALARY RANGES, WHICH ARE ULTIMATELY REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS, AND DOCUMENTED ACCORDINGLY. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FOUNDATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ON THE FOUNDATION'S WEBSITE, INTRANET SITE AND UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CALIFORNIA STATE POLYTECHNIC UNIVERSITY POMONA | |||||||||||
| 3801 W TEMPLE AVE | POMONA | CA | 91768 | 954255659 | HIGHER EDUCATION | CA | 115 | N/A | 0 | ||
| CAL POLY POMONA PHILANTHROPIC FOUNDATION | |||||||||||
| 3801 W TEMPLE AVE | POMONA | CA | 91768 | 832300241 | FUNDRAISING AND GIFT MANAGEMENT FOR CAL POLY PONOMA UNIVERSITY | CA | 501(C)(3) | 0 | LINE 5 | CALIFORNIA STATE POLYTECHNIC UNIVERSITY POMONA | |
| ASSOCIATED STUDENTS INC CALIFORNIA STATE POLY UNIV POMONA | |||||||||||
| 3801 W TEMPLE AVE | POMONA | CA | 91768 | 952259044 | STUDENT ADVOCACY, REPRESENTATION, ENGAGEMENT AND ACADEMIC SUCCESS | CA | 501(C)(3) | 0 | LINE 12A, I | CALIFORNIA STATE POLYTECHNIC UNIVERSITY POMONA | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARITABLE REMAINDER TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | CHARITABLE REMAINDER TRUST | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | T | EntityTypeTxt |
| 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 | Yes (1) | 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 | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
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