CAL POLY CORPORATION: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- CAL POLY CORPORATION (EIN 95-1648180)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-02-16
- IRS object ID
- 201540489349301269
- Schema version
- 2013v4.0
- 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 G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-02-16T13:28:33-06:00 | ReturnTs |
| Tax Period End | 2014-06-30 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1150 PALM STREET | AddressLine1 |
| City | SAN LUIS OBISPO | City |
| State | CA | State |
| ZIP Code | 93401 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | 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 | BusinessNameLine1 |
| 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 | CORPORATION ADMIN BUILDING 15 | AddressLine1 |
| City | SAN LUIS OBISPO | City |
| State | CA | State |
| ZIP Code | 93407 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LORLIE LEETHAM | PersonNm |
| Person Title | INTERIM EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 8057561451 | PhoneNum |
| Signature | 2015-02-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICAL W BOVEE CPA | PreparerPersonNm |
| PTIN | P01023187 | PTIN |
| Phone | 8055441441 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LORLIE LEETHAM | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CORPORATION ADMIN BUILDING 15 | AddressLine1 |
| City | SAN LUIS OBISPO | City |
| State | CA | State |
| ZIP Code | 93407 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $103,597,485 | 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 | 3950 | TotalEmployeeCnt |
| Total Volunteers | 5 | TotalVolunteersCnt |
| Total Gross UBI | $767,347 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$75,491 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,023,909 | PYContributionsGrantsAmt |
| CY Contributions Grants | $5,730,085 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $33,059,913 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $32,733,206 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,599,273 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,418,446 | CYInvestmentIncomeAmt |
| PY Other Revenue | $24,408,830 | PYOtherRevenueAmt |
| CY Other Revenue | $29,077,341 | CYOtherRevenueAmt |
| PY Total Revenue | $64,091,925 | PYTotalRevenueAmt |
| CY Total Revenue | $69,959,078 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,723,405 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $6,373,815 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $30,915,963 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $30,108,081 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $459,704 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $132,933 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $132,933 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $23,925,471 | PYOtherExpensesAmt |
| CY Other Expenses | $23,652,536 | CYOtherExpensesAmt |
| PY Total Expenses | $60,024,543 | PYTotalExpensesAmt |
| CY Total Expenses | $60,267,365 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,067,382 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $9,691,713 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $136,805,278 | TotalAssetsBOYAmt |
| Total Assets EOY | $139,688,460 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $35,961,886 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $24,391,167 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $100,843,392 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $115,297,293 | 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 | $20,041,911 | ExpenseAmt |
| Grant | $2,719,033 | GrantAmt |
| Revenue | $18,485,730 | 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 | $10,681,819 | ExpenseAmt |
| Grant | $1,676,311 | GrantAmt |
| Revenue | $6,068,992 | 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 | $23,007,403 | ExpenseAmt |
| Grant | $1,978,471 | GrantAmt |
| Revenue | $33,643,291 | 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 | $1,749,463 | ExpenseAmt |
| Revenue | $2,278,294 | RevenueAmt |
| Desc | EDUCATIONAL CONFERENCES AND WORKSHOPS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,749,463 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $2,278,294 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $55,480,596 | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | 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 | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 501 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 3950 | 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 |
| 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 | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8057567335 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CORPORATION ADMIN BLDG 15 | AddressLine1 |
| City | SAN LUIS OBISPO | City |
| State | CA | State |
| ZIP Code | 93407 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 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 |
|---|---|---|---|---|---|---|---|---|
| MS BETSY KINSLEY | ||||||||
| CHAIR/CEO | 4.00 | 40.00 | Yes (X) | Yes (X) | $0 | $160,903 | $53,864 | |
| MR MICHAEL MILLER | ||||||||
| VICE CHAIR | 4.00 | 40.00 | Yes (X) | Yes (X) | $0 | $186,039 | $55,116 | |
| MR ANDY THULIN | ||||||||
| SEC./TREAS./CFO | 4.00 | 40.00 | Yes (X) | Yes (X) | $0 | $174,370 | $56,866 | |
| MR JAMES BRABECK | ||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| MR KEITH HUMPHREY | ||||||||
| DIRECTOR | 4.00 | 40.00 | Yes (X) | $0 | $170,890 | $54,782 | ||
| MR THOMAS LEBENS ESQUIRE | ||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| MR JAMES LOKEY | ||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| MR CYRUS RAMEZANI | ||||||||
| DIRECTOR | 4.00 | 40.00 | Yes (X) | $0 | $142,031 | $43,827 | ||
| MS DEBORAH READ | ||||||||
| DIRECTOR | 4.00 | 40.00 | Yes (X) | $0 | $254,839 | $69,210 | ||
| MS KIM SHOLLENBERGER | ||||||||
| DIRECTOR | 4.00 | 40.00 | Yes (X) | $0 | $102,880 | $23,617 | ||
| MS KAREN WEBB | ||||||||
| DIRECTOR | 4.00 | 40.00 | Yes (X) | $0 | $149,573 | $39,475 | ||
| NATHAN HONNEYCUT | ||||||||
| STUDENT DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER NIELSEN | ||||||||
| STUDENT DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| BONNIE MURPHY | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $0 | $150,840 | $39,735 | |||
| JAGJIT SINGH | ||||||||
| PROFESSOR | 13.00 | 40.00 | $106,530 | $146,144 | $38,386 | Yes (X) | ||
| CHARLES BURT | ||||||||
| PROFESSOR | 20.00 | 40.00 | $146,113 | $11,568 | $3,651 | Yes (X) | ||
| MIKE THORNTON | ||||||||
| CAMPUS DINING DIRECTOR | 40.00 | $136,292 | $0 | $23,780 | Yes (X) | |||
| STARR LEE | ||||||||
| GENERAL COUNSEL | 40.00 | $115,128 | $0 | $23,127 | Yes (X) | |||
| JOANNE MEAD | ||||||||
| HR DIRECTOR | 40.00 | $113,036 | $0 | $16,432 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $617,099 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,650,077 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $541,868 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | 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/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RHODE ISLAND HOSPITAL - THE MIRIAM HOSPI | |||||
| ONE HOPPIN STREET SUITE 1300 | PROVIDENCE | RI | 02903 | RESEARCH SUPPORT | $428,706 |
| JR GLOUDEMANS | |||||
| 2309 CLIPPER STREET | SAN MATEO | CA | 94403 | RESEARCH SUPPORT | $199,035 |
| UNITED PARCEL SERVICE | |||||
| PO BOX 894820 | LOS ANGELES | CA | 90189 | SHIPPING | $181,130 |
| UNIVERSITY OF NORTH CAROLINA AT CHAPEL H | |||||
| 102 LINEBERGER COMPREHENSIVE CANCER | CHAPEL HILL | NC | 27599 | RESEARCH SUPPORT | $115,860 |
| THE DAVEY TREE COMPANY | |||||
| 7627 MORRO ROAD | ATASCADERO | CA | 93422 | RESEARCH SUPPORT | $103,226 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $333,865 | FundraisingAmt |
| All Other Contributions | $5,396,220 | AllOtherContributionsAmt |
| Noncash Contributions | $607,505 | NoncashContributionsAmt |
| Total Contributions | $5,730,085 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| GRANTS & CONTRACTS | 900099 | $18,485,730 | $18,485,730 | ||
| SERVICE FEES | 561000 | $5,767,257 | $5,767,257 | ||
| UNIV. PROGRAMS SUPPORT | 900099 | $3,304,684 | $3,304,684 | ||
| MISCELLANEOUS | 900099 | $2,897,241 | $2,693,439 | $34,215 | $169,587 |
| CONFERENCES & WORKSHOPS | 519100 | $2,278,294 | $2,278,294 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $32,733,206 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,043,109 | TotalRevenueColumnAmt |
| Exclusion | $1,043,109 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $416,350 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $530,130 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$113,780 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$113,780 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$60,486 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$53,294 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,694,374 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,319,037 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,375,337 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,375,337 | TotalRevenueColumnAmt |
| Exclusion | $1,375,337 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $541,832 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $333,865 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $234,468 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $307,364 | TotalRevenueColumnAmt |
| Exclusion | $307,364 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $48,438,529 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $19,554,772 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,883,757 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $27,946,903 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $793,618 | UnrelatedBusinessRevenueAmt |
| Exclusion | $143,236 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $69,959,078 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $60,476,307 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $767,347 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,985,339 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,239,074 | TotalAmt |
| Program Services | $6,239,074 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,741 | TotalAmt |
| Program Services | $134,741 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $190,575 | TotalAmt |
| Management And General | $190,575 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,587,310 | TotalAmt |
| Program Services | $19,291,876 | ProgramServicesAmt |
| Management And General | $2,295,434 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,058,519 | TotalAmt |
| Program Services | $744,115 | ProgramServicesAmt |
| Management And General | $314,404 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,480,279 | TotalAmt |
| Program Services | $4,034,336 | ProgramServicesAmt |
| Management And General | $445,943 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,791,398 | TotalAmt |
| Program Services | $2,581,777 | ProgramServicesAmt |
| Management And General | $209,621 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,234 | TotalAmt |
| Program Services | $72,234 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $544 | TotalAmt |
| Management And General | $544 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $146,673 | TotalAmt |
| Program Services | $17,463 | ProgramServicesAmt |
| Management And General | $129,210 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,933 | TotalAmt |
| Fundraising | $132,933 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,012 | TotalAmt |
| Program Services | $75,976 | ProgramServicesAmt |
| Management And General | $72,036 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,964,933 | TotalAmt |
| Program Services | $3,864,673 | ProgramServicesAmt |
| Management And General | $100,260 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $574,374 | TotalAmt |
| Program Services | $574,323 | ProgramServicesAmt |
| Management And General | $51 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $351,233 | TotalAmt |
| Program Services | $293,121 | ProgramServicesAmt |
| Management And General | $58,112 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $314,613 | TotalAmt |
| Program Services | $175,846 | ProgramServicesAmt |
| Management And General | $138,767 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $384,261 | TotalAmt |
| Program Services | $384,261 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,908,952 | TotalAmt |
| Program Services | $1,831,008 | ProgramServicesAmt |
| Management And General | $77,944 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,488,819 | TotalAmt |
| Program Services | $1,452,872 | ProgramServicesAmt |
| Management And General | $35,947 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,543 | TotalAmt |
| Program Services | $120,823 | ProgramServicesAmt |
| Management And General | $4,720 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $100 | TotalAmt |
| Program Services | $100 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,935,411 | TotalAmt |
| Program Services | $1,648,667 | ProgramServicesAmt |
| Management And General | $286,744 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $285,823 | TotalAmt |
| Program Services | $207,525 | ProgramServicesAmt |
| Management And General | $78,298 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| SUPPLIES & EQUIPMENT | $3,304,998 | $3,232,147 | $72,851 |
| CONTRACT & GRANT IDC EX | $2,653,515 | $2,653,515 | |
| LIVESTOCK EXPENSE | $1,572,246 | $1,572,246 | |
| GENERAL EQUIPMENT MAINT | $565,567 | $553,280 | $12,287 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,854,685 | TotalAmt |
| Program Services | $3,724,597 | ProgramServicesAmt |
| Management And General | $130,088 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,267,365 | TotalAmt |
| Program Services | $55,480,596 | ProgramServicesAmt |
| Management And General | $4,653,836 | ManagementAndGeneralAmt |
| Fundraising | $132,933 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,108 | BOYAmt |
| EOY | $66,858 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,316,103 | BOYAmt |
| EOY | $17,145,416 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,732,715 | BOYAmt |
| EOY | $10,526,568 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,825,984 | BOYAmt |
| EOY | $2,220,181 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $415,532 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,138,605 | BOYAmt |
| EOY | $3,319,062 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $437,183 | BOYAmt |
| EOY | $401,933 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $45,322,760 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $20,261,275 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,453,478 | BOYAmt |
| EOY | $25,061,485 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,419,964 | BOYAmt |
| EOY | $64,646,932 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,363,606 | BOYAmt |
| EOY | $11,576,480 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $638,000 | BOYAmt |
| EOY | $4,723,545 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,805,278 | BOYAmt |
| EOY | $139,688,460 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,600,510 | BOYAmt |
| EOY | $3,487,159 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,834,451 | BOYAmt |
| EOY | $10,444,988 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,094,203 | BOYAmt |
| EOY | $6,744,822 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,690,000 | BOYAmt |
| EOY | $2,625,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,742,722 | BOYAmt |
| EOY | $1,089,198 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,961,886 | BOYAmt |
| EOY | $24,391,167 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
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 | $100,843,392 | BOYAmt |
| EOY | $115,297,293 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,843,392 | BOYAmt |
| EOY | $115,297,293 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,805,278 | BOYAmt |
| EOY | $139,688,460 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $9,691,713 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,568,340 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $193,848 | 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) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,666,863 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,721,283 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,787,784 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,023,909 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,730,085 | CurrentTaxYearAmt |
| Total | $24,929,924 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $569,933 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $732,038 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $539,439 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $409,797 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $471,435 | CurrentTaxYearAmt |
| Total | $2,722,642 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,236,796 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,453,321 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,327,223 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,433,706 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,201,520 | CurrentTaxYearAmt |
| Total | $27,652,566 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $218,275 | SubstantialContributorsTotAmt |
| Public Support Total170 | $27,434,291 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,133,058 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,700,817 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,950,300 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,377,871 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,407,715 | CurrentTaxYearAmt |
| Total | $8,569,761 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $113,186 | CurrentTaxYearMinus1YearAmt |
| Total | $113,186 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,363,210 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,152,357 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $235,149 | CurrentTaxYearMinus2YearsAmt |
| Total | $2,750,716 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $39,086,229 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $393,509,199 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.70190 | PublicSupportCY170Pct |
| Public Support PY170 | 0.57310 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
| 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) |
|---|---|---|
| Other Cost Or Other Basis | $10,339,164 | OtherCostOrOtherBasisAmt |
| Book Value | $10,339,164 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,491,666 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,811,948 | DepreciationAmt |
| Book Value | $10,679,718 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $949,510 | OtherCostOrOtherBasisAmt |
| Depreciation | $426,208 | DepreciationAmt |
| Book Value | $523,302 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,513,992 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,587,304 | DepreciationAmt |
| Book Value | $1,926,688 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,028,428 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,435,815 | DepreciationAmt |
| Book Value | $1,592,613 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $25,061,485 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ALTERNATIVE INVESTMENTS & OTHER | $1,077,011 | F |
| CD'S | $10,499,469 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $11,576,480 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACTUARIAL ANNUITY LIABILITIES | $1,074,198 |
| OTHER LIABILITIES | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,089,198 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $95,123,722 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $4,568,340 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $501,458 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $193,848 | OtherRevenueAmt |
| Revenue Not Reported | $5,263,646 | RevenueNotReportedAmt |
| Revenue Subtotal | $89,860,076 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $148,012 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$20,049,010 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$19,900,998 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $69,959,078 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $80,669,822 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $501,458 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $20,181,944 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $20,683,402 | ExpensesNotReportedAmt |
| Expenses Subtotal | $59,986,420 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $148,012 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $132,933 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $280,945 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $60,267,365 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | UNDER GASB STATEMENT 34, THE CORPORATION HAS ELECTED TO NOT CAPITALIZE DONATED WORKS OF ART HELD IN COLLECTIONS OR RECOGNIZE THEM AS REVENUES OR GAINS. THE STATEMENT PROVIDES THAT SUCH DONATIONS NEED NOT BE RECOGNIZED IF THEY ARE ADDED TO COLLECTIONS THAT ARE HELD FOR PUBLIC EXHIBITION OR EDUCATION; ARE PROTECTED, KEPT UNENCUMBERED, CARED FOR, AND PRESERVED; AND ARE SUBJECT TO A POLICY THAT REQUIRES THE PROCEEDS FROM SALES OF COLLECTION ITEMS TO BE USED TO ACQUIRE OTHER ITEMS FOR COLLECTIONS. AT JUNE 30, 2014, THE CORPORATION HELD AN ART COLLECTION ACQUIRED BY DONATION FOR THE BENEFIT OF THE UNIVERSITY. |
| PART IV, LINE 2B: | THE CORPORATION HOLDS 10 ENDOWMENTS FOR OTHERS AS WELL AS FUNDS HELD ON DEPOSIT RELATED TO TWO CONDOS 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 193,848. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | COST OF GOODS SOLD LINE 10B -19,554,772. FUNDRAISING EXPENSES LINE 8B -234,468. RENTAL EXPENSES LINE 6B -392,703. PROFESSIONAL FUNDRAISING COSTS NET WITH REVENUES 132,933. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD LINE 10B 19,554,772. FUNDRAISING EXPENSES LINE 8B 234,468. RENTAL EXPENSES LINE 6B 392,704. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | PROFESSIONAL FUNDRAISING COSTS NET WITH REVENUES 132,933. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NELLIGAN SPORTS MARKETING INC | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 CLOVE ROAD | AddressLine1 |
| City | LITTLE FALLS | City |
| State | NJ | State |
| ZIP Code | 07424 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | OBTAINING CORPORATE SPONSORSHIPS | ActivityTxt |
| Fundraiser Control Of Funds | Yes (1) | FundraiserControlOfFundsInd |
| Gross Receipts | $209,861 | GrossReceiptsAmt |
| Retained By Contractor | $132,933 | RetainedByContractorAmt |
| Net To Organization | $76,928 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $209,861 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $132,933 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $76,928 | TotalNetToOrganizationAmt |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | MUSTANG MADNESS | NameOfEvent1Amt |
| Gross Receipts Event1 | $610,663 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $251,389 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $359,274 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $8,500 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $4,286 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $4,560 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $92,826 | OtherDirectExpensesEvent1Amt |
| Name Of Event2 | WRESTLING GOLF TOURNAMENT | NameOfEvent2Amt |
| Gross Receipts Event2 | $54,525 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $8,075 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $46,450 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $10,700 | RentFacilityCostsEvent2Amt |
| Other Direct Expenses Event2 | $5,500 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 7 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $210,509 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $74,401 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $136,108 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $1,440 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $333 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $21,614 | RentFcltyCostsOtherEventsAmt |
| Oth Direct Expnss Other Events | $84,709 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $875,697 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $333,865 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $541,832 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $9,940 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $4,619 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $36,874 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $183,035 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $234,468 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $307,364 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (23 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 | $453,634 | STUDENT GRANTS AND SCHOLARSHIPS AWARDED AND MONITORED BY THE UNIVERSITY | |||
| CALIFORNIA POLYTECHNIC STATE UNIVERSITY | ||||||||||
| ONE GRAND AVE | SAN LUIS OBISPO | CA | 93407 | 946001347 | 115 | $1,222,677 | SUPPORT OF THE UNIVERSITY | $1,255,659 | BOOK | SPONSORED PROGRAMS ASSETS TRANSFERRED TO STATE FOR PROJECTS THAT HAVE CLOSED |
| SRI INTERNATIONAL | ||||||||||
| 333 RAVENSWOOD AVE | MENLO PARK | CA | 94025 | 941160950 | 501(C)(3) | $1,077,788 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | |||
| PHOENIX INTEGRATION | ||||||||||
| 1715 PRATT DRIVE STE 2000 | BLACKSBURG | VA | 24060 | 541751156 | $68,553 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | ||||
| THE MIRIAM HOSPITAL | ||||||||||
| 164 SUMMIT AVENUE | PROVIDENCE | RI | 02906 | 050258905 | 501(C)(3) | $456,075 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | |||
| CSU FRESNO FOUNDATION | ||||||||||
| 4910 N CHESTNUT AVENUE | FRESNO | CA | 93726 | 946003272 | 115 | $23,039 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | |||
| KENYON COLLEGE | ||||||||||
| EDELSTEIN HOUSE | GAMBIER | OH | 43022 | 314379507 | 501(C)(3) | $15,907 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | |||
| PENNINGTON BIOMEDICAL RESEARCH CENTER | ||||||||||
| 6400 PERKINS ROAD | BATON ROUGE | LA | 70808 | 726000848 | $58,770 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | ||||
| UC BERKELEY | ||||||||||
| 2150 SHATTUCK AVENUE SUITE 313 | BERKELEY | CA | 88618 | 946002123 | 115 | $88,619 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | |||
| UC SANTA CRUZ | ||||||||||
| 1156 HIGH STREET | SANTA CRUZ | CA | 95064 | 931137247 | 115 | $23,588 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | |||
| CALIFORNIA POLYTECHNIC STATE UNIVERSITY FOUNDATION | ||||||||||
| ONE GRANT AVE HERON HALL | SAN LUIS OBISPO | CA | 93407 | 204927897 | 501(C)(3) | $722,812 | SUPPORT OF THE UNIVERSITY | |||
| TYVAK | ||||||||||
| 15265 ALTON PARKWAY SUITE 200 | IRVINE | CA | 92318 | 452934369 | $260,138 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | ||||
| UC RIVERSIDE | ||||||||||
| 200 UNIVERSITY OFFICE | RIVERSIDE | CA | 92521 | 956006142 | 115 | $25,643 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | |||
| PROVOST & PRITCHARD | ||||||||||
| 286 WEST CROMWELL AVENUE | FRESNO | CA | 93711 | 942187078 | $152,576 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | ||||
| UC IRVINE | ||||||||||
| 5171 CALIFORNIA AVENUE SUITE 150 | IRVINE | CA | 92697 | 952226406 | 115 | $44,000 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | |||
| UNIVERSITY OF DELAWARE | ||||||||||
| 210 HULIHEN HALL | NEWARK | DE | 19719 | 516000297 | 115 | $23,313 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | |||
| SAN FRANCISCO STATE UNIVERSITY | ||||||||||
| HOLLOWAY AVE ADM 471 | SAN FRANCISCO | CA | 94132 | 931137247 | 115 | $12,425 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | |||
| UNIVERSITY OF UTAH | ||||||||||
| 75 SOUTH 20000 EAST | SALT LAKE CITY | UT | 84112 | 876000525 | 115 | $30,479 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | |||
| CSU CHICO | ||||||||||
| CSU CHICO FOUNDATION | CHICO | CA | 95929 | 680386518 | 115 | $26,126 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | |||
| UNIVERSITY OF ILLINOIS CHICAGO | ||||||||||
| 1737 WEST POLK STREET | CHICAGO | IL | 60612 | 376000511 | 115 | $37,296 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | |||
| CSU POMONA | ||||||||||
| 3801 WEST TEMPLE | POMONA | CA | 91768 | 952417645 | 115 | $42,351 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | |||
| CSU BAKERSFIELD | ||||||||||
| 9001 STOCKDALE HWY | BAKERSFIELD | CA | 93311 | 770314545 | 115 | $5,540 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | |||
| UNIVERSITY OF NORTH CAROLINA | ||||||||||
| 104 AIRPORT DRIVE SUIT 2200 | CHAPEL HILL | NC | 27599 | 566001393 | 115 | $98,054 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 19 | Total501c3OrgCnt |
| Total Other Org | 4 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | GrantTypeTxt |
| Recipient | 1 | RecipientCnt |
| Cash Grant | $134,741 | CashGrantAmt |
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 (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MS BETSY KINSLEY | ||||||||||||||
| CHAIR/CEO | $0 | $160,903 | $0 | $0 | $0 | $0 | $0 | $33,463 | $0 | $20,401 | $0 | $214,767 | $0 | $0 |
| MR MICHAEL MILLER | ||||||||||||||
| VICE CHAIR | $0 | $186,039 | $0 | $0 | $0 | $0 | $0 | $38,690 | $0 | $16,426 | $0 | $241,155 | $0 | $0 |
| MR ANDY THULIN | ||||||||||||||
| SEC./TREAS./CFO | $0 | $174,370 | $0 | $0 | $0 | $0 | $0 | $36,298 | $0 | $20,568 | $0 | $231,236 | $0 | $0 |
| MR KEITH HUMPHREY | ||||||||||||||
| DIRECTOR | $0 | $164,890 | $0 | $0 | $0 | $6,000 | $0 | $34,381 | $0 | $20,401 | $0 | $225,672 | $0 | $0 |
| MR CYRUS RAMEZANI | ||||||||||||||
| DIRECTOR | $0 | $142,031 | $0 | $0 | $0 | $0 | $0 | $23,369 | $0 | $20,458 | $0 | $185,858 | $0 | $0 |
| MS DEBORAH READ | ||||||||||||||
| DIRECTOR | $0 | $233,839 | $0 | $0 | $0 | $21,000 | $0 | $48,642 | $0 | $20,568 | $0 | $324,049 | $0 | $0 |
| MS KAREN WEBB | ||||||||||||||
| DIRECTOR | $0 | $149,573 | $0 | $0 | $0 | $0 | $0 | $31,110 | $0 | $8,365 | $0 | $189,048 | $0 | $0 |
| BONNIE MURPHY | ||||||||||||||
| EXECUTIVE DIRECTOR | $0 | $150,840 | $0 | $0 | $0 | $0 | $0 | $31,370 | $0 | $8,365 | $0 | $190,575 | $0 | $0 |
| JAGJIT SINGH | ||||||||||||||
| PROFESSOR | $106,530 | $146,144 | $0 | $0 | $0 | $0 | $0 | $23,237 | $0 | $15,149 | $106,530 | $184,530 | $0 | $0 |
| CHARLES BURT | ||||||||||||||
| PROFESSOR | $146,113 | $11,568 | $0 | $0 | $0 | $0 | $0 | $2,372 | $0 | $1,279 | $146,113 | $15,219 | $0 | $0 |
| MIKE THORNTON | ||||||||||||||
| CAMPUS DINING DIRECTOR | $136,292 | $0 | $0 | $0 | $0 | $0 | $23,780 | $0 | $0 | $0 | $160,072 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $56,194 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | OTHER ASSETS | Desc |
| Contribution | 290 | ContributionCnt |
| Noncash Contributions Rpt F990 | $551,311 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| 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 (7 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 11 | 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 193,848. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | 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 BUILDING 01 413 | 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 5 |
| 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 (28) | BusinessNameLine1 |
| 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 | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | 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 (6 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| CALIFORNIA POLYTECHNIC STATE UNIVERSITY SAN LUIS OBISPO | ||
| B | $2,931,970 | COST |
| CALIFORNIA POLYTECHNIC STATE UNIVERSITY SAN LUIS OBISPO | ||
| M | $2,547,071 | COST |
| CALIFORNIA POLYTECHNIC STATE UNIVERSITY SAN LUIS OBISPO | ||
| L | $4,292,256 | COST |
| CALIFORNIA POLYTECHNIC STATE UNIVERSITY SAN LUIS OBISPO | ||
| P | $4,445,222 | COST |
| CAL POLY CORPORATION VEBA TRUST | ||
| Q | $314,636 | COST |
| CAL POLY CORPORATION VEBA TRUST | ||
| R | $17,236,983 | COST AND FAIR MARKET VALUE |
Comments