2022-05-16T15:53:57-05:00 2021-06-30 952772601 GLENN BURDETTE INC 1150 PALM STREET SAN LUIS OBISPO CA 93401 990 2020-07-01 951648180 CAL POLY CORPORATION CALP 8057561451 1 GRAND AVE BLDG 15 SAN LUIS OBISPO CA 93407 CODY VANDORN CEO 8057561451 2022-05-16 1 CODY VANDORN 999009999 MICAL W BOVEE CPA P01023187 8055441441 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z CODY VANDORN 1 GRAND AVE BLDG 15 SAN LUIS OBISPO CA 93407 86787308 0 X WWW.CALPOLYCORPORATION.ORG X 1940 CA TO PROVIDE THE UNIVERSITY WITH CERTAIN SERVICES AND FACILITIES WHICH ARE AN INTEGRAL PART OF THE EDUCATIONAL PROGRAM OF THE UNIVERSITY. 13 5 2967 150 74208 0 10400128 7539232 35362209 34216288 3965793 2978504 22520451 21789133 72248581 66523157 9026762 8827851 0 0 39030346 35407582 0 0 0 25378424 28254416 73435532 72489849 -1186951 -5966692 209034925 221621500 87255597 91428832 121779328 130192668 X TO PROVIDE THE UNIVERSITY WITH CERTAIN SERVICES AND FACILITIES WHICH ARE AN INTEGRAL PART OF THE EDUCATIONAL PROGRAM OF THE UNIVERSITY. 0 0 24992637 2095698 22330871 RESEARCH GRANTS & CONTRACTS: EXTERNALLY SPONSORED PROJECTS ADMINISTERED BY THE CORPORATION FOR BENEFIT OF THE UNIVERSITY. 16460630 4130223 8396401 RESTRICTED AND DESIGNATED FUNDS: GIFTS AND SPECIAL ACTIVITY ACCOUNTS THAT ARE RESTRICTED OR DESIGNATED FOR SUPPORT OF UNIVERSITY PROGRAMS. 22988303 2601930 24694429 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 820324 597371 EDUCATIONAL CONFERENCES AND WORKSHOPS 820324 597371 65261894 1 1 0 0 0 0 0 1 1 0 1 0 0 0 1 0 1 1 0 0 1 1 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 420 0 1 2967 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 13 5 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X DAN BANFIELD 8057567335 1 GRAND AVE BLDG 15 SAN LUIS OBISPO CA 93407 CYNTHIA VILLA CHAIR 4.00 40.00 X X 0 306384 102560 RENEE PERA PART YEAR VICE CHAIR 4.00 40.00 X X 0 281004 101872 CYNTHIA JACKSON-ELMOORE VICE CHAIR 4.00 40.00 X X 0 124812 37667 ANDREW THULIN SECRETARY/TREASURER 4.00 40.00 X X 0 250536 94526 PHIL BARLOW DIRECTOR 4.00 40.00 X 0 154457 37803 CARA CRYE DIRECTOR 4.00 X 0 0 0 COLE DORRIS DIRECTOR 4.00 X 0 0 0 ALAN FAZ DIRECTOR 4.00 X 0 0 0 KEITH HUMPHREY DIRECTOR 4.00 40.00 X 0 254316 101557 SEAN HURLEY DIRECTOR 20.00 40.00 X 13121 125487 58906 GERI LACHANCE DIRECTOR 4.00 X 0 0 0 PATRICK MULLEN DIRECTOR 4.00 X 0 0 0 STEVEN REIN DIRECTOR 4.00 40.00 X 0 111293 54942 DEAN WENDT DIRECTOR 10.00 40.00 X 0 238080 96652 LORLIE LEETHAM PART YEAR EXECUTIVE DIRECTOR 40.00 X 0 207197 74692 CODY VANDORN EXECUTIVE DIRECTOR 40.00 X 0 173843 77062 JAMES DUNNING ASSOC. VP, CORPORATE ENGAG 40.00 X 188865 0 34494 ANDREA BURNS ASSOC. EXEC. DIRECTOR, CPC 40.00 X 183931 0 12553 DAN BANFIELD ASSOC. EXEC. DIRECTOR, BUS 40.00 4.00 X 164251 16691 33319 JASON WILL MARCHESE ASSOC. EXEC. DIRECTOR, LEGAL & FACILITIES 40.00 X 158553 0 38309 JUDY MAHAN ECONOMIC DEVELOPMENT DIRECTOR, CIE 40.00 X 136270 0 26868 844991 2244100 983782 16 0 1 0 MAINO CONSTRUCTION COMPANY INC PO BOX 1347 SAN LUIS OBISPO CA 93406 CONSTRUCTION MANAGEMENT 1042458 CHARTWELLS DINING SERVICES PO BOX 50196 LOS ANGELES CA 90074 MANAGEMENT SERVICES 986576 SPECIALTY CONSTRUCTION INC 645 CLARION COURT SAN LUIS OBISPO CA 93401 CONSTRUCTION MANAGEMENT 469235 THE MIRIAM HOSPITAL ONE HOPPIN ST BOX 43 SUITE 1300 PROVIDENCE RI 029034141 RESEARCH SUPPORT 312238 CUESTA COLLEGE PO BOX 8106 SAN LUIS OBISPO CA 93403 RESEARCH SUPPORT 301738 16 166978 2482814 4889440 629487 7539232 GRANTS & CONTRACTS 900099 22330871 22330871 SERVICE FEES 561000 7919003 7728341 190662 UNIV. PROGRAMS SUPPORT 900099 2204330 2204330 MISCELLANEOUS 900099 1164713 1164713 CONFERENCES & WORKSHOPS 519100 597371 597371 34216288 636091 636091 553357 763123 -209766 -209766 56465 -134660 -131571 14664921 12293401 29107 2371520 -29107 2342413 -29107 2371520 143762 166978 129157 14605 14605 24033657 7049363 16984294 16966088 18206 INSURANCE PROCEEDS 900099 5000000 5000000 5000000 66523157 56019072 74208 2890645 8714196 8714196 113655 113655 401004 401004 24847721 21559847 3287874 1109081 822019 287062 7285175 5901820 1383355 1764601 1516578 248023 89843 88233 1610 125991 125991 155137 41767 113370 5057981 4943504 114477 116416 109901 6515 242828 210452 32376 402727 202853 199874 260451 260451 1811491 1750442 61049 240920 240920 49174 42709 6465 998654 998654 2630669 2501804 128865 296614 183286 113328 SUPPLIES & EQUIPMENT 4833220 4792704 40516 CONTRACT & GRANT IDC EX 3462152 3462152 LIVESTOCK EXPENSE 1187415 1187415 HOSTING 128163 126881 1282 6164570 5489651 674919 72489849 65261894 7227955 0 24004 22179 23994170 24550366 19381112 14876304 2062544 1836290 0 1194661 1373564 1216206 580100 585043 100480354 23030709 75808437 77449645 85483771 99563583 4223 4223 323000 323000 209034925 221621500 6791159 7975282 9516587 10889951 3844966 4362001 29455978 28846000 37646907 39355598 87255597 91428832 X 0 0 0 0 121779328 130192668 121779328 130192668 209034925 221621500 X -5966692 13940714 439318 X 0 1 X 1 1 1 X X 1 CALIFORNIA POLYTECHNIC STATE UNIVERSITY 946001347 2 1 4130223 61131671 1 4130223 61131671 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 PART 1 LINE 12A 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. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 198000 X X 0 0 1 X 80000 18692425 18772425 51768634 6827567 44941067 11634709 8132265 3502444 11932255 7002767 4929488 6372331 1068110 5304221 77449645 ACTUARIAL ANNUITY LIABILITIES 949213 POSTEMPLOYMENT BENEFIT OBLIGATIONS 3594037 PENSION LIABILITY 23865605 GASB OPEB & PENSION LIABILITY ADJUSTMENT 131921 LIFE-INTEREST IN REAL ESTATE 11027000 UNAMORTIZED LOSS ON REFUNDING -212178 39355598 89714306 13940714 956902 439318 15336934 74377372 -7854215 -7854215 66523157 81300966 956902 7854215 8811117 72489849 0 72489849 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. 1 EUROPE 0 0 GRANT MADE TO RECIPIENT IN THE REGION FACILITATE A HEALTHY OPEN SOURCE SOFTWARE COMMUNITY 113655 0 0 0 0 0 0 113655 0 113655 EUROPE (INCLUDING ICELAND & GREENLAND) FACILITATE A HEALTHY OPEN SOURCE SOFTWARE COMMUNITY 113655 WIRE TRANSFER 0 1 0 0 0 0 0 0 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. MUSTANG MADNESS 76503 24316 52187 2395 79 19050 WINEMAKER'S DINNER 114163 92154 22009 15000 8431 7157 24280 2 120074 50508 69566 23242 6444 10679 12400 310740 166978 143762 2395 38242 14954 17836 55730 129157 14605 1 CALIFORNIA POLYTECHNIC STATE UNIVERSITY ONE GRAND AVE SAN LUIS OBISPO CA 93407 946001347 115 272400 STUDENT GRANTS AND SCHOLARSHIPS AWARDED AND MONITORED BY THE UNIVERSITY CALIFORNIA POLYTECHNIC STATE UNIVERSITY ONE GRAND AVE SAN LUIS OBISPO CA 93407 946001347 115 3857823 2289886 BOOK TRNSFR OF GOLF CLUBHOUSE/SPON PROG ASSETS SUPPORT OF THE UNIVERSITY CALIFORNIA POLYTECHNIC STATE UNIVERSITY FOUNDATION ONE GRAND AVE HERON HALL SAN LUIS OBISPO CA 93407 204927897 501(C)(3) 312044 SUPPORT OF THE UNIVERSITY ALLAN HANCOCK COLLEGE 800 SOUTH COLLEGE DRIVE SANTA MARIA CA 93454 521692042 115 41003 SUBAWARD UNDER SPONSORED PROGRAMS GRANT AMERICAN INSTITUTES FOR RESEARCH 1000 THOMAS JEFFERSON ST WASHINGTON DC 20007 250965219 501(C)3 125529 SUBAWARD UNDER SPONSORED PROGRAMS GRANT ARIZONA STATE UNIVERSITY PO BOX 876011 TEMPE AZ 85287 860196696 115 78036 SUBAWARD UNDER SPONSORED PROGRAMS GRANT CALIFORNIA STATE UNIVERSITY CHICO 400 W FIRST STREET CHICO CA 959290310 680386518 115 174642 SUBAWARD UNDER SPONSORED PROGRAMS GRANT CORNELL 373 PINE TREE ROAD ITHACA NY 148502820 150532082 7838 SUBAWARD UNDER SPONSORED PROGRAMS GRANT UC MERCED 5200 N LAKE ROAD MERCED CA 95343 270093858 115 69611 SUBAWARD UNDER SPONSORED PROGRAMS GRANT EDUCOPIA 1230 PEACHTREE ST STE 1900 ATLANTA GA 30309 205648360 44022 SUBAWARD UNDER SPONSORED PROGRAMS GRANT ERA ECONOMICS 1111 KENNEDY PLACE SUITE 4 DAVIS CA 95616 462096594 24304 SUBAWARD UNDER SPONSORED PROGRAMS GRANT COLERIDGE 4511 DALTON ROAD CHEVY CHASE MD 20815 830963735 501(C)3 55178 SUBAWARD UNDER SPONSORED PROGRAMS GRANT GUADALUPE UNION SCHOOL DISTRICT 4465 NINTH ST GUADALUPE CA 93434 770070778 115 110023 SUBAWARD UNDER SPONSORED PROGRAMS GRANT UC BERKELEY 1608 FOURTH ST SUITE 220 BERKELEY CA 94710 946002123 115 68195 SUBAWARD UNDER SPONSORED PROGRAMS GRANT MIRIAM MEDICAL HOSPITAL 164 SUMMIT AVENUE PROVIDENCE RI 029062853 050258905 501(C)3 215464 SUBAWARD UNDER SPONSORED PROGRAMS GRANT UNIVERSITY OF MIAMI 5100 BRUNSON DR MIAMI FL 33146 590624458 115 36394 SUBAWARD UNDER SPONSORED PROGRAMS GRANT OREGON HEALTH & SCIENCE UNIVERSITY 3181 SW SAN JACKSON PARK RD PORTLAND OR 972393098 931176109 501(C)3 14102 SUBAWARD UNDER SPONSORED PROGRAMS GRANT OREGON STATE UNIVERSITY A312 KERR ADMINISTRATION BUILDING CORVALLIS OR 97333 611730890 115 94079 SUBAWARD UNDER SPONSORED PROGRAMS GRANT PASO ROBLES JOINT UNIFIED SCHOOL DISTRICT 800 NIBLICK RD PASO ROBLES CA 93446 481295642 115 193293 SUBAWARD UNDER SPONSORED PROGRAMS GRANT REGENTS OF THE UNIVERSITY OF MICHIGAN 3003 SOUTH STATE ST ANN ARBOR MI 48109 386006309 115 48105 SUBAWARD UNDER SPONSORED PROGRAMS GRANT IOWA STATE UNIVERSITY OF SCIENCE AND TECHNOLOGY 1138 PEARSON HALL 505 MORRILL ROAD AMES IA 50011 426004224 115 18752 SUBAWARD UNDER SPONSORED PROGRAMS GRANT UNIVERSITY OF CALIFORNIA SANTA BARBARA 3227 CHEADLE HALL SANTA BARBARA CA 93106 956006145 115 18043 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 393910 SUBAWARD UNDER SPONSORED PROGRAMS GRANT UNIVERSITY OF TENNESSEE 1331 CIRCLE PARK DRIVE KNOXVILLE TN 37996 626001636 115 12545 SUBAWARD UNDER SPONSORED PROGRAMS GRANT UNIVERSITY OF FLORIDA 207 GRINTER HALL PO BOX 115500 GAINESVILLE FL 32611 596002052 115 6758 SUBAWARD UNDER SPONSORED PROGRAMS GRANT WAKISH PLLC 766 ASHUE RD WAPATO WA 98951 823512545 42399 SUBAWARD UNDER SPONSORED PROGRAMS GRANT WESTFIELD STATE COLLEGE 577 WESTERN AVENUE WESTFIELD MA 01086 043062617 115 70841 SUBAWARD UNDER SPONSORED PROGRAMS GRANT UNIVERSITY OF ARKANSAS - DIVISION OF AGRICULTURE 1371 W ALTHEIMER DR FAYETTEVILLE AR 72704 716003252 115 6586 SUBAWARD UNDER SPONSORED PROGRAMS GRANT TRUSTEES OF THE CALIFORNIA STATE UNIVERSITY 401 GOLDEN SHORE LONG BEACH CA 90802 954601267 115 5849 SUBAWARD UNDER SPONSORED PROGRAMS GRANT 25 4 PART I, LINE 2: 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. X X 0 0 0 0 0 0 0 0 0 CYNTHIA VILLA CHAIR 0 306384 0 0 0 0 0 92571 0 9989 0 408944 0 0 RENEE PERA PART YEAR VICE CHAIR 0 281004 0 0 0 0 0 83090 0 18782 0 382876 0 0 CYNTHIA JACKSON-ELMOORE VICE CHAIR 0 124812 0 0 0 0 0 31371 0 6296 0 162479 0 0 ANDREW THULIN SECRETARY/TREASURER 0 250536 0 0 0 0 0 75697 0 18829 0 345062 0 0 PHIL BARLOW DIRECTOR 0 154457 0 0 0 0 0 34078 0 3725 0 192260 0 0 KEITH HUMPHREY DIRECTOR 0 254316 0 0 0 0 0 76839 0 24718 0 355873 0 0 SEAN HURLEY DIRECTOR 13121 125487 0 0 0 0 0 34238 0 24668 13121 184393 0 0 STEVEN REIN DIRECTOR 0 111293 0 0 0 0 0 30264 0 24678 0 166235 0 0 DEAN WENDT DIRECTOR 0 238080 0 0 0 0 0 71934 0 24718 0 334732 0 0 LORLIE LEETHAM PART YEAR EXECUTIVE DIRECTOR 0 207197 0 0 0 0 0 58991 0 15701 0 281889 0 0 CODY VANDORN EXECUTIVE DIRECTOR 0 173843 0 0 0 0 0 52334 0 24728 0 250905 0 0 JAMES DUNNING ASSOC. VP, CORPORATE ENGAG 188865 0 0 0 0 0 17695 0 16799 0 223359 0 0 0 ANDREA BURNS ASSOC. EXEC. DIRECTOR, CPC 183931 0 0 0 0 0 12120 0 433 0 196484 0 0 0 DAN BANFIELD ASSOC. EXEC. DIRECTOR, BUS 164202 16691 25 0 24 0 11684 0 21635 0 197570 16691 0 0 JASON WILL MARCHESE ASSOC. EXEC. DIRECTOR, LEGAL & FACIL 158504 0 25 0 24 0 11685 0 26624 0 196862 0 0 0 JUDY MAHAN ECONOMIC DEVELOPMENT DIRECTOR, CIE 136260 0 10 0 0 0 12207 0 14661 0 163138 0 0 0 X 21 283339 FAIR MARKET VALUE X OTHER ASSETS 106 319548 ESTIMATED FMV X EQUINE ANIMALS 2 26600 ESTIMATED FMV 0 1 1 PART I, LINE 32B: 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. 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. 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) LINE 5 0 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) LINE 5 0 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) LINE 5 0 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) LINE 7 0 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 SPLIT INTEREST TRUSTS (37) CHARITABLE GIFT ANNUITIES CA 0 0 1 1 1 0 0 0 0 0 1 1 1 1 1 1 1 1 1 0 CALIFORNIA POLYTECHNIC STATE UNIVERSITY SAN LUIS OBISPO B 6420109 COST CALIFORNIA POLYTECHNIC STATE UNIVERSITY SAN LUIS OBISPO M 4349219 COST CALIFORNIA POLYTECHNIC STATE UNIVERSITY SAN LUIS OBISPO L 6680331 COST CALIFORNIA POLYTECHNIC STATE UNIVERSITY SAN LUIS OBISPO P 12799728 COST CAL POLY CORPORATION VEBA TRUST Q 1431612 COST CAL POLY CORPORATION VEBA TRUST R 478753 COST CALIFORNIA POLYTECHNIC STATE UNIVERSITY SAN LUIS OBISPO J 107417 COST CALIFORNIA POLYTECHNIC STATE UNIVERSITY SAN LUIS OBISPO K 90002 COST