CAL POLY POMONA FOUNDATION INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CAL POLY POMONA FOUNDATION INC (EIN 95-2417645)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-04-17
- IRS object ID
- 201311079349300111
- Schema version
- 2011v1.5
- 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
- Form 990
- Schedule A
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-04-17T12:35:03-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID F PRENOVOST CPA | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3801 W TEMPLE AVE BLDG 55 | AddressLine1 |
| City | POMONA | City |
| State | CA | State |
| ZIP Code | 917684038 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952417645 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAL POLY POMONA FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CALP | NameControl |
| Phone | 9098692948 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3801 WEST TEMPLE AVE BLDG 55 | AddressLine1 |
| City | POMONA | City |
| State | CA | State |
| ZIP Code | 917684038 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | G PAUL STOREY | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 9098692948 | Phone |
| Date Signed | 2013-02-07 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DAVID F PRENOVOST | Name |
| Phone | 9098692948 | Phone |
| Date Prepared | 2013-04-17 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | G PAUL STOREY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3801 WEST TEMPLE AVE BLDG 55 | AddressLine1 |
| City | POMONA | City |
| State | CA | State |
| ZIP Code | 917684038 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 82693855 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | FOUNDATION.CSUPOMONA.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1966 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | THE CAL POLY POMONA FOUNDATION, INC., ESTABLISHED IN 1966, IS AN INTEGRAL COMPONENT OF THE EDUCATIONAL MISSION OF CALIFORNIA STATE POLYTECHNIC UNIVERSITY, POMONA,(UNIVERSITY). IN PURSUIT OF THIS MISSION, THE FOUNDATION IS A PARTNER IN THE UNIVERSITY COMMUNITY WHICH INCLUDES STUDENTS, FACULTY, STAFF, ADMINISTRATORS, ALUMNI AND MEMBERS OF THE LARGER COMMUNITY. THE FOUNDATION EXISTS TO PROVIDE THE HIGHEST LEVEL OF SERVICE TO THESE CONSTITUENCIES. THE ROLE OF THE FOUNDATION IS TO PROVIDE APPROPRIATE GOODS AND SERVICES AT A REASONABLE AND COMPETITIVE PRICE, TO PROMOTE AND CELEBRATE THE CULTURAL DIVERSITY OF THE UNIVERSITY, TO HELP FOSTER AND MAINTAIN AN EFFECTIVE LEARNING ENVIRONMENT, TO PROVIDE EDUCATIONAL OPPORTUNITIES, TO REFLECT AN INSTITUTIONAL IMAGE OF COMPETENCE AND QUALITY, TO ENCOURAGE COOPERATIVE RELATIONS WITHIN THE UNIVERSITY COMMUNITY, TO PROVIDE ADVICE ON SERVICES AND RESOURCES APPROPRIATE TO EDUCATIONAL NEEDS, TO GENERATE INCOME THAT CAN AUGMENT UNIVERSITY RESOURCES, TO STREN | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 24 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1843 | TotalNbrEmployees |
| Total Nbr Volunteers | 3000 | TotalNbrVolunteers |
| Total Gross UBI | 2037785 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -20328 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 24990699 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 22269253 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 18027514 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 18261908 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 434497 | InvestmentIncomePriorYear |
| Investment Income Current Year | 669250 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 14551015 | OtherRevenuePriorYear |
| Other Revenue Current Year | 15021324 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 58003725 | TotalRevenuePriorYear |
| Total Revenue Current Year | 56221735 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 3313108 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 7054167 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 20790609 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 21491575 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 912865 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 23546727 | OtherExpensePriorYear |
| Other Expenses Current Year | 23332941 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 47650444 | TotalExpensesPriorYear |
| Total Expenses Current Year | 51878683 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 10353281 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 4343052 | RevenuesLessExpensesCY |
| Total Assets BOY | 112313332 | TotalAssetsBOY |
| Total Assets EOY | 168033586 | TotalAssetsEOY |
| Total Liabilities BOY | 54318300 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 40642824 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 57995032 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 127390762 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | THE CAL POLY POMONA FOUNDATION, INC., ESTABLISHED IN 1966, IS AN INTEGRAL COMPONENT OF THE EDUCATIONAL MISSION OF CALIFORNIA STATE POLYTECHNIC UNIVERSITY, POMONA,(UNIVERSITY). IN PURSUIT OF THIS MISSION, THE FOUNDATION IS A PARTNER IN THE UNIVERSITY COMMUNITY WHICH INCLUDES STUDENTS, FACULTY, STAFF, ADMINISTRATORS, ALUMNI AND MEMBERS OF THE LARGER COMMUNITY. THE FOUNDATION EXISTS TO PROVIDE THE HIGHEST LEVEL OF SERVICE TO THESE CONSTITUENCIES. THE ROLE OF THE FOUNDATION IS TO PROVIDE APPROPRIATE GOODS AND SERVICES AT A REASONABLE AND COMPETITIVE PRICE, TO PROMOTE AND CELEBRATE THE CULTURAL DIVERSITY OF THE UNIVERSITY, TO HELP FOSTER AND MAINTAIN AN EFFECTIVE LEARNING ENVIRONMENT, TO PROVIDE EDUCATIONAL OPPORTUNITIES, TO REFLECT AN INSTITUTIONAL IMAGE OF COMPETENCE AND QUALITY, TO ENCOURAGE COOPERATIVE RELATIONS WITHIN THE UNIVERSITY COMMUNITY, TO PROVIDE ADVICE ON SERVICES AND RESOURCES APPROPRIATE TO EDUCATIONAL NEEDS, TO GENERATE INCOME THAT CAN AUGMENT UNIVERSITY RESOURCES, TO STREN | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | true | SignificantChange |
| Expense | 12015723 | Expense |
| Grants | 1387842 | Grants |
| Revenue | 13395539 | Revenue |
| Description | RESEARCH ACTIVITIES - POST AWARD ADMINISTRATION FOR EXTERNALLY FUNDED GRANTS AND CONTRACTS. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 7379014 | Expense |
| Grants | 1735453 | Grants |
| Revenue | 8645835 | Revenue |
| Description | INSTRUCTIONALLY RELATED PROGRAMS AND ACTIVITIES - INCLUDING SCHOLARSHIPS, WORKSHOPS AND CONFERENCES. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 7638731 | Expense |
| Revenue | 9111083 | Revenue |
| Description | DINING SERVICES - PROVIDE DINING VENUES FOR THE CONVENIENCE OF STUDENTS, FACULTY AND STAFF | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 17409114 | Expense |
| Grants | 3930872 | Grants |
| Revenue | 17782275 | Revenue |
| Description | STUDENT HOUSING - PROVIDE STUDENT HOUSING FOR THE CONVENIENCE OF STUDENTS AND RESIDENT LIFE ACTIVITIES A. PROVIDE CONFERENCE CENTER AND LODGE FOR EDUCATIONALLY RELATED ACTIVITIES B. PROVIDE BOOKS, SUPPLIES, ETC. THROUGH THE BOOKSTORE C. PROVIDE NON-CREDIT EDUCATIONALY RELATED COURSES D. PROVIDE AGRICULTURAL-AID-TO-INSTRUCTION COURSES | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 17409114 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 3930872 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 17782275 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 44442582 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | false | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | false | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | true | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | true | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 504 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 1843 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 24 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | true | InvestmentInJointVenture |
| Written Policy Or Procedure | true | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | DAVID F PRENOVOST CPA | NamePerson |
| Telephone Number | 9098692948 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3801 W TEMPLE AVE | AddressLine1 |
| Address Line2 | BUILDING 55 | AddressLine2 |
| City | POMONA | City |
| State | CA | State |
| ZIP Code | 91768 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (30 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| J MICHAEL ORTIZ | |||||||
| CHAIRMAN | 0.50 | X | 0 | 305584 | 58208 | ||
| EDWIN BARNES III | |||||||
| EX-OFFICIO | 0.50 | X | 0 | 217416 | 52898 | ||
| MARTIN DENBOER | |||||||
| EX-OFFICIO | 0.50 | X | 0 | 217404 | 49469 | ||
| RICHARD LAPIDUS | |||||||
| DEAN MEMEBR | 0.50 | X | 0 | 205146 | 55336 | ||
| SCOTT WARRINGTON | |||||||
| EX-OFFICIO | 0.50 | X | 0 | 183318 | 51408 | ||
| DOUGLAS FREER | |||||||
| EX-OFFICIO | 0.50 | X | 0 | 181590 | 40596 | ||
| EDWARD MERITT | |||||||
| FACULTY MEMB | 0.50 | X | 0 | 120838 | 33452 | ||
| WINNY DONG | |||||||
| FACULTY MEMB | 0.50 | X | 0 | 104423 | 33989 | ||
| LISA ALEX | |||||||
| EX-OFFICIO | 0.50 | X | 0 | 102189 | 17995 | ||
| JOHN MCGUTHRY | |||||||
| EX-OFFICIO | 0.50 | X | 0 | 71632 | 20522 | ||
| BECKY PEPPING | |||||||
| EX-OFFICIO | 0.50 | X | 0 | 55044 | 17138 | ||
| CASSANDRA REYES | |||||||
| STAFF COUNCI | 0.50 | X | 0 | 49560 | 27205 | ||
| SUSIE DIAZ | |||||||
| STAFF COUNCI | 0.50 | X | 0 | 42336 | 25833 | ||
| EVIN COUKOS | |||||||
| STUDENT DIR | 0.50 | X | 0 | 0 | 0 | ||
| LOWELL OVERTON | |||||||
| COMUNITY DIR | 0.50 | X | 0 | 0 | 0 | ||
| MEI LEIN CHANG | |||||||
| MEMBER@LARGE | 0.50 | X | 0 | 0 | 0 | ||
| OLIVER SANTOS | |||||||
| COMUNITY DIR | 0.50 | X | 0 | 0 | 0 | ||
| JOHNATHAN JIANU | |||||||
| EX-OFFICIO | 0.50 | X | 0 | 0 | 0 | ||
| HAE YEON KANG | |||||||
| STUDENT DIR | 0.50 | X | 0 | 0 | 0 | ||
| WILLIAM PRIEST | |||||||
| COMMUNITY DI | 0.50 | X | 0 | 0 | 0 | ||
| THOMAS GOFF | |||||||
| MEMBER@LARGE | 0.50 | X | 0 | 0 | 0 | ||
| MICKEY SEGAL | |||||||
| MEMBER@LARGE | 0.50 | X | 0 | 0 | 0 | ||
| KATHY TULLY | |||||||
| MEMBER@LARGE | 0.50 | X | 0 | 0 | 0 | ||
| MICHAEL FERGUSON | |||||||
| MEMBER@LARGE | 0.50 | X | 0 | 0 | 0 | ||
| G PAUL STOREY | |||||||
| EXEC DIR | 40.00 | 179397 | 0 | 42861 | X | ||
| DAVID PRENOVOST | |||||||
| CHIEF FIN OF | 40.00 | 136162 | 0 | 26904 | X | ||
| BALZER ROBERT | |||||||
| EXE DI,CCAMP | 40.00 | 191973 | 0 | 44017 | X | ||
| SANDRA VAUGHAN-ACTON | |||||||
| DIR RE | 40.00 | 107834 | 0 | 42466 | X | ||
| DENNIS MILLER | |||||||
| HR DIR | 40.00 | 106742 | 0 | 20614 | X | ||
| KENNETH FISHER | |||||||
| DIR HOUSING | 40.00 | 103484 | 0 | 13374 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 825592 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1856480 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 674285 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MACKONE DEVELOPMENT INC | |||||
| 2224 BEVERLY BLVD | LA | CA | 90057 | CONSTRUCTION | 833758 |
| CALICO BUILDING SERVICES INC | |||||
| 15550 - C ROCKFIELD BLVD | IRVINE | CA | 92618 | CUSTODIAL | 234865 |
| HMC ARCHITECTS | |||||
| 3546 CONCOURS STREET | ONTARIO | CA | 91764 | CONSTRUCTION | 234143 |
| COASTAL BUILDING SERVICES INC | |||||
| 1295 N TUSTIN AVE | ANAHEIM | CA | 92807 | CUSTODIAL | 215617 |
| L J HAUSNER CONSTRUCTION CO | |||||
| 550 N GOLDEN CIRCLE DR SUITE B | SANTA ANA | CA | 91705 | CONSTRUCTION | 164500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 8 | NumberOfContractorsGT100K |
| Fundraising Events | 275489 | FundraisingEvents |
| Government Grants | 9406680 | GovernmentGrants |
| All Other Contributions | 12587084 | AllOtherContributions |
| Noncash Contributions | 292731 | NoncashContributions |
| Total Contributions | 22269253 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Business CodeBusinessCode | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| STUDENT HOUSING | 7934536 | 7934536 | ||
| UNIVERSITY PROGRAM SUPPORT | 5680120 | 5680120 | ||
| CONTINUING EDUCATION | 3271963 | 3271963 | ||
| UBIT - CONFER CENTER & LODGE | 1123131 | 721000 | 1123131 | |
| CONFERENCE CENTER & LODGE | 241398 | 241398 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 10760 | TotalRevenueColumn |
| Unrelated Business Revenue | 10760 | UnrelatedBusinessRevenue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 18261908 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 705058 | TotalRevenueColumn |
| Exclusion | $705,058 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1816899 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1730455 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 86444 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 86444 | TotalRevenueColumn |
| Related Or Exempt Function Income | 86444 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8909617 | Securities |
| Other | 1066019 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8885454 | Securities |
| Other | 1125990 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 24163 | Securities |
| Other | -59971 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -35808 | TotalRevenueColumn |
| Related Or Exempt Function Income | -59971 | RelatedOrExemptFunctionIncome |
| Exclusion | $24,163 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 321507 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 275489 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 389838 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -68331 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Gaming | 20796 | GrossIncomeGaming |
| Gaming Direct Expenses | 815 | GamingDirectExpenses |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 19981 | TotalRevenueColumn |
| Related Or Exempt Function Income | 19981 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 28662616 | GrossSalesOfInventory |
| Cost Of Goods Sold | 14339568 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 14323048 | TotalRevenueColumn |
| Related Or Exempt Function Income | 13419154 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 903894 | UnrelatedBusinessRevenue |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|
| ADMIN FEES AND OTHER INCOME | 967829 | 967829 |
| UNREALIZED INVEST GAIN/LOSS | -307647 | -307647 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 660182 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 56221735 | TotalRevenueColumn |
| Related Or Exempt Function Income | 31253807 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 2037785 | UnrelatedBusinessRevenue |
| Exclusion | $729,221 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3930872 | Total |
| Program Services | 3930872 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3123295 | Total |
| Program Services | 3123295 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 222258 | Total |
| Management And General | 222258 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16633823 | Total |
| Program Services | 14583043 | ProgramServices |
| Management And General | 2038825 | ManagementAndGeneral |
| Fundraising | 11955 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1226727 | Total |
| Program Services | 1062056 | ProgramServices |
| Management And General | 164671 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2452269 | Total |
| Program Services | 1597345 | ProgramServices |
| Management And General | 852727 | ManagementAndGeneral |
| Fundraising | 2197 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 956498 | Total |
| Program Services | 827515 | ProgramServices |
| Management And General | 128305 | ManagementAndGeneral |
| Fundraising | 678 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 120266 | Total |
| Program Services | 60148 | ProgramServices |
| Management And General | 10118 | ManagementAndGeneral |
| Fundraising | 50000 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 145287 | Total |
| Program Services | 17409 | ProgramServices |
| Management And General | 115139 | ManagementAndGeneral |
| Fundraising | 12739 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31158 | Total |
| Program Services | 8084 | ProgramServices |
| Management And General | 23074 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3079748 | Total |
| Program Services | 2658785 | ProgramServices |
| Management And General | 300597 | ManagementAndGeneral |
| Fundraising | 120366 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 279990 | Total |
| Program Services | 146785 | ProgramServices |
| Management And General | 55420 | ManagementAndGeneral |
| Fundraising | 77785 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4478301 | Total |
| Program Services | 4128342 | ProgramServices |
| Management And General | 187618 | ManagementAndGeneral |
| Fundraising | 162341 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 586392 | Total |
| Program Services | 250406 | ProgramServices |
| Management And General | 310324 | ManagementAndGeneral |
| Fundraising | 25662 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 397310 | Total |
| Program Services | 397310 | ProgramServices |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 976326 | Total |
| Program Services | 937835 | ProgramServices |
| Management And General | 35860 | ManagementAndGeneral |
| Fundraising | 2631 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 817262 | Total |
| Program Services | 714513 | ProgramServices |
| Management And General | 20156 | ManagementAndGeneral |
| Fundraising | 82593 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 117638 | Total |
| Program Services | 93288 | ProgramServices |
| Management And General | 8702 | ManagementAndGeneral |
| Fundraising | 15648 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1276380 | Total |
| Program Services | 1254510 | ProgramServices |
| Management And General | 20828 | ManagementAndGeneral |
| Fundraising | 1042 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2979728 | Total |
| Program Services | 2608083 | ProgramServices |
| Management And General | 371645 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 394537 | Total |
| Program Services | 223042 | ProgramServices |
| Management And General | 183070 | ManagementAndGeneral |
| Fundraising | -11575 | Fundraising |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| MISCELLANEOUS | 2034830 | 1811024 | 146425 | 77381 |
| UTILITIES | 1161080 | 1121089 | 39893 | 98 |
| MEALS & ENTERTAINMENT | 1139153 | 947532 | 16283 | 175338 |
| REPAIRS AND MAINTENANCE | 831776 | 736426 | 66680 | 28670 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2485779 | Total |
| Program Services | 1203845 | ProgramServices |
| Management And General | 1204618 | ManagementAndGeneral |
| Fundraising | 77316 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 51878683 | Total |
| Program Services | 44442582 | ProgramServices |
| Management And General | 6523236 | ManagementAndGeneral |
| Fundraising | 912865 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 607085 | BOY |
| EOY | 2630464 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6136834 | BOY |
| EOY | 9392901 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9270266 | BOY |
| EOY | 11033363 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8016112 | BOY |
| EOY | 3793170 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1579982 | BOY |
| EOY | 1978683 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 335257 | BOY |
| EOY | 154744 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 95325884 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 38785571 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 58129342 | BOY |
| EOY | 56540313 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24760296 | BOY |
| EOY | 80620164 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 421953 | BOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1264225 | BOY |
| EOY | 1198567 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1791980 | BOY |
| EOY | 691217 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 112313332 | BOY |
| EOY | 168033586 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18306441 | BOY |
| EOY | 5401590 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2843291 | BOY |
| EOY | 2982287 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1196199 | BOY |
| EOY | 1101951 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30686847 | BOY |
| EOY | 29730533 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1285522 | BOY |
| EOY | 1426463 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54318300 | BOY |
| EOY | 40642824 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27497885 | BOY |
| EOY | 38034105 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30497147 | BOY |
| EOY | 38254244 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 51102413 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 57995032 | BOY |
| EOY | 127390762 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 112313332 | BOY |
| EOY | 168033586 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 4343052 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 65052678 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type3 Func Int | X | SupportingOrg509a3Type3FuncInt |
| Certification Checkbox | X | CertificationCheckbox |
| Written IRS Determination | X | WrittenIRSDetermination |
| Contrib By Controlling Individual | false | ContribByControllingIndividual |
| Contribution By Related Party | false | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | false | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA STATE POLYTECHNIC UNIVERSITY POMONA | BusinessNameLine1 |
| Business Name Line2 | CALIFORNIA STATE POLYTECHNIC UNIVERSITY POMONA | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954255659 | EIN |
| Type Of Organization | 5 | TypeOfOrganization |
| Listed In Governing Doc | true | ListedInGoverningDoc |
| Supported Organization Notified | true | SupportedOrganizationNotified |
| Organized In US | true | OrganizedInUS |
| Amount | $1,080,407 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 1080407 | SumOfAmounts |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Disclosed Orgs Legal Control | false | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | false | DisclosedForCharitablePurposes |
| Written Policy Monitoring | false | WrittenPolicyMonitoring |
| Sect170h Requirements Satisfied | false | Sect170hRequirementsSatisfied |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | false | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributions | 55517676 | Contributions |
| Investment Earnings Or Losses | 263195 | InvestmentEarningsOrLosses |
| Other Expenditures | 13472 | OtherExpenditures |
| Administrative Expenses | 196541 | AdministrativeExpenses |
| End Of Year Balance | 55402155 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Permanent Endowment EOY Balance | 0.92000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.08000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6230699 | OtherCostOrOtherBasis |
| Book Value | 6230699 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 76442492 | OtherCostOrOtherBasis |
| Depreciation | 28305704 | Depreciation |
| Book Value | 48136788 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 131863 | OtherCostOrOtherBasis |
| Depreciation | 128616 | Depreciation |
| Book Value | 3247 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 12520830 | OtherCostOrOtherBasis |
| Depreciation | 10351251 | Depreciation |
| Book Value | 2169579 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 56540313 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| UNITRUST LIABILITY | $874,354 |
| DEPOSITS HELD IN CUSTODY FOR OTHERS | $527,660 |
| LEASE OBLIGATIONS | $24,449 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1426463 | TotalOfAmounts |
| Total Revenue | 56221735 | TotalRevenue |
| Total Expenses | 51878683 | TotalExpenses |
| Excess Or Deficit For Year | 4343052 | ExcessOrDeficitForYear |
| Excess Or Deficit Per FS | 4343052 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 56198661 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | 56198661 | RevenueSubtotal |
| Investment Expenses Not Included | 23074 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 23074 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 56221735 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 51855609 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 51855609 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 23074 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 23074 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 51878683 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| LIABILITY UNDER FIN 48 FOOTNOTE | SCHEDULE D, PAGE 3, PART X | THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND STATE FRANCHISE TAXES UNDER SECTION 23701 (D) OF THE CALIFORNIA REVENUE AND TAXATION CODE. ACCORDINGLY, NO INCOME TAX PROVISION HAS BEEN RECORDED. THE FOUNDATION HAS EVALUATED ITS TAX POSITIONS AND THE CERTAINTY AS TO WHETHER THOSE 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 TAX-EXEMPT ORGANIZATION AND WHETHER THERE IS UNRELATED BUSINESS INCOME ACTIVITIES CONDUCTED THAT WOULD BE TAXABLE. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS ARE MORE LIKELY THAN NOT (>50%) OF BEING SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. THE FOUNDATION FILES INFORMATIONAL RETURNS IN THE U.S. FEDERAL JURISDICTION, AND THE STATE OF CALIFORNIA. WITH FEW EXCEPTIONS, THE FOUNDATION IS NO LONGER SUBJECT TO U.S. FEDERAL, STATE, AND LOCAL EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2006. |
| SUPPLEMENTAL FINANCIAL INFORMATION | SCHEDULE D, PAGE 4, PART XIV | PERMANENT ENDOWMENTS ARE FUNDS RECEIVED FROM DONORS WITH THE STIPULATION THAT THE PRINCIPAL REMAINS INTACT AND INVESTED IN PERPETUITY TO PRODUCE INCOME THAT WILL BE DISTRIBUTED AND EXPENDED FOR PURPOSES SPECIFIED BY THE DONOR. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | HOSPITALITY UNC | NameOfEvent1 |
| Gross Receipts Event1 | 482687 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 220628 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 262059 | GrossRevenueEvent1 |
| Other Direct Expenses Event1 | 229539 | OtherDirectExpensesEvent1 |
| Name Of Event2 | TASTING AND AUC | NameOfEvent2 |
| Gross Receipts Event2 | 114309 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 54861 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 59448 | GrossRevenueEvent2 |
| Other Direct Expenses Event2 | 160299 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 596996 | GrossReceiptsTotal |
| Charitable Contributions Total | 275489 | CharitableContributionsTotal |
| Gross Revenue Total Events | 321507 | GrossRevenueTotalEvents |
| Other Direct Expenses Total Events | 389838 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 389838 | DirectExpenseSummaryEvents |
| Net Income Summary | -68331 | NetIncomeSummary |
Gaming Information GamingInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteer Labor Bingo | false | VolunteerLaborBingo |
| Volunteer Labor Pull Tabs | false | VolunteerLaborPullTabs |
| Gross Revenue Other Gaming | 20796 | GrossRevenueOtherGaming |
| Other Direct Expenses Other Gaming | 815 | OtherDirectExpensesOtherGaming |
| Volunteer Labor Other Gaming | true | VolunteerLaborOtherGaming |
| Volunteer Labor Prcnt Other Gaming | 1.00000 | VolunteerLaborPrcntOtherGaming |
| Gross Revenue Total Gaming | 20796 | GrossRevenueTotalGaming |
| Other Direct Expenses Total Gaming | 815 | OtherDirectExpensesTotalGaming |
| Direct Expense Summary Gaming | 815 | DirectExpenseSummaryGaming |
| Net Gaming Income Summary | 19981 | NetGamingIncomeSummary |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | CA | StatesWhereGamingConducted |
| Licensed | true | Licensed |
| License Suspended Etc | false | LicenseSuspendedEtc |
| Gaming With Nonmembers | true | GamingWithNonmembers |
| Member Of Other Entity | false | MemberOfOtherEntity |
| Percentage Of Gaming Othr Facility | 1.00000 | PercentageOfGamingOthrFacility |
| Name Of Gaming Rec Keeper Person | DAVID F PRENOVOST CPA | NameOfGamingRecKeeperPerson |
Address Of Gaming Rec Keeper US AddressOfGamingRecKeeperUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3801 W TEMPLE AVE | AddressLine1 |
| Address Line2 | BUILDING 55 | AddressLine2 |
| City | POMONA | City |
| State | CA | State |
| ZIP Code | 91768 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contract With3rd Party For Gam Rev | false | ContractWith3rdPartyForGamRev |
| Charitable Distrib Required | false | CharitableDistribRequired |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Recipient Table RecipientTable
Recipient Name Business RecipientNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAL POLY POMONA UNIVERSITY | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3801 W TEMPLE AVE | AddressLine1 |
| City | POMONA | City |
| State | CA | State |
| ZIP Code | 91768 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN Of Recipient | 954255659 | EINOfRecipient |
| Amount Of Non Cash Assistance | 3930872 | AmountOfNonCashAssistance |
| Method Of Valuation | BOOK | MethodOfValuation |
| Description Of Non Cash Assistance | EQUIPMENT | DescriptionOfNonCashAssistance |
| Purpose Of Grant | SUPPORT UNIVERSITY | PurposeOfGrant |
Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant |
|---|---|---|
| GRANTS/CONTRACTS | 676 | 1387842 |
| SCHOLARSHIPS | 1331 | 1267991 |
| STIPENDS | 687 | 467462 |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES | Identifier |
| Return Reference | SCHEDULE I, PAGE 1, PART I, LINE 2 | ReturnReference |
| 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 ASSURE COMPLIANCE WITH PROJECT TERMS AND CONDITIONS AND DONOR RESTRICTIONS. FINANCIAL AID ALSO MAINTAINS RECORDS OF ALL FINANCIAL ASSISTANCE PAYMENTS PAID DURING THE FISCAL PERIOD. THE FOUNDATION MAINTAINS ALL RECORDS ASSOCIATED WITH STIPEND PAYMENTS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (11 entries)
| Comp Based On Related OrgsCompBasedOnRelatedOrgs | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Base Compensation Filing OrgBaseCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg |
|---|---|---|---|---|---|---|---|---|
| J MICHAEL ORTIZ | ||||||||
| 292000 | 13584 | 44009 | 14199 | 363792 | ||||
| EDWIN BARNES III | ||||||||
| 217020 | 396 | 39057 | 13841 | 270314 | ||||
| MARTIN DENBOER | ||||||||
| 217008 | 396 | 38938 | 10531 | 266873 | ||||
| RICHARD LAPIDUS | ||||||||
| 205008 | 138 | 36895 | 18441 | 260482 | ||||
| SCOTT WARRINGTON | ||||||||
| 183180 | 138 | 32967 | 18441 | 234726 | ||||
| DOUGLAS FREER | ||||||||
| 181500 | 90 | 32665 | 7931 | 222186 | ||||
| EDWARD MERITT | ||||||||
| 120838 | 19713 | 13739 | 154290 | |||||
| G PAUL STOREY | ||||||||
| 179397 | 32114 | 10747 | 222258 | |||||
| DAVID PRENOVOST | ||||||||
| 136162 | 24902 | 2002 | 163066 | |||||
| BALZER ROBERT | ||||||||
| 191973 | 35923 | 8094 | 235990 | |||||
| SANDRA VAUGHAN-ACTON | ||||||||
| 107834 | 31719 | 10747 | 150300 | |||||
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Issuer EINIssuerEIN | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|
| CAL POLY POMONA FOUNDATION | ||||||
| 952417645 | 2007-03-14 | 3350000 | DURING THE 2006-07 FISCAL YEAR, THE FOUNDATION ENTERED INTO A GROUND AND | true | false | true |
| CAL POLY POMONA FOUNDATION | ||||||
| 952417645 | 2005-04-14 | 28570000 | DURING THE 2003-04 FISCAL YEAR, THE FOUNDATION ENTERED INTO A GROUND AND | false | false | true |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Other Spent ProceedsOtherSpentProceeds | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind | Capital ExpendituresCapitalExpenditures |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 3535000 | 3535000 | 192320 | 244697 | 3749783 | 10101 | 27133 | 2002 | false | true | true | true | |
| 1199710 | 303199 | 174741 | 2005 | false | false | true | true | 28189000 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Engage Bond Counsel ContractsEngageBondCounselContracts | Any Research AgreementsAnyResearchAgreements | Engage Bond Counsel ResearchEngageBondCounselResearch | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|
| false | false | false | false | false | true | true |
| false | false | false | false | false | true | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| false | false | false | false | false | false |
| false | false | false | false | false | false |
Form990 Schedule K Part VI Form990ScheduleKPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PURPOSE OF ISSUE DESCRIPTION | Identifier |
| Return Reference | SCHEDULE K | ReturnReference |
| Explanation | CAL POLY POMONA FOUNDATION FACILITIES LEASE AGREEMENT CAPITAL LEASE WITH THE STATE OF CALIFORNIA ACTING THROUGH THE BOARD OF TRUSTEES OF THE CALIFORNIA STATE UNIVERSITY BOARD TO REFUND AND DEFEASE A PORTION OF THE 2000 SERIES BONDS THE BOARD ASSISTED THE FOUNDATION BY ISSUING ITS SYSTEM REVENUE BONDS IN 2006 07 AND APPLIED THE PROCEEDS TOTALING 3749783 OF SUCH BONDS TO REDEEM THE 2000 SERIES BONDS MATURING ON AND AFTER 2013 THROUGH 2025 CALLABLE ON FEBRUARY 1 2011 THE BOARD LEASED THE PROJECT TO THE FOUNDATION PURSUANT TO THE CAPITAL LEASE SUBJECT TO THE FOLLOWING GENERAL TERMS AND CONDITIONS I THE MAXIMUM ANNUAL DEBT SERVICE UNDER THE CAPITAL LEASE IS 332750 AND THE SCHEDULED TERM OF THE CAPITAL LEASE IS 18 YEARS FROM MARCH 2007 THROUGH MAY 2025 CAL POLY POMONA FOUNDATION FACILITIES LEASE AGREEMENT CAPITAL LEASE WITH THE STATE OF CALIFORNIA ACTING THROUGH THE BOARD OF TRUSTEES OF THE CALIFORNIA STATE UNIVERSITY BOARD AND AGREED TO UNDERTAKE THE FINANCING OF CERTAIN CAPITAL COSTS WITH RESPECT TO THE UNIVERSITY VILLAGE PHASE III CONSTRUCTION BY THE BOARD OF AN ADDITIONAL 466 BEDSPACES THE PROJECT AT THE UNIVERSITY VILLAGE STUDENT HOUSING COMPLEX LOCATED AT CALIFORNIA STATE POLYTECHNIC UNIVERSITY POMONA THE BOARD ASSISTED THE FOUNDATION BY ISSUING ITS SYSTEM REVENUE BONDS IN 200405 AND APPLIED THE PROCEEDS TOTALING 29866650 OF SUCH BONDS TO THE CONSTRUCTION AND ACQUISITION OF THE PROJECT BY THE BOARD AND LEASING THE PROJECT TO THE FOUNDATION PURSUANT TO THE CAPITAL LEASE SUBJECT TO THE FOLLOWING GENERAL TERMS AND CONDITIONS I THE MAXIMUM ANNUAL DEBT SERVICE UNDER THE CAPITAL LEASE IS 1830625 AND THE SCHEDULED TERM OF THE CAPITAL LEASE IS 31 YEARS FROM COMPLETION OF THE CONSTRUCTION OF THE PROJECT IN SEPTEMBER 2005 | Explanation |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 8 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 266304 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | MARKET PRICE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | TASTING AUCTION | Description |
| Number Of Contributions | 2 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 26427 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | DONOR PRICED OR MARKET | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USED TO PROCESS NONCASH CONTRIBUTIONS | Identifier |
| Return Reference | SCHEDULE M, PAGE 1, PART I, LINE 32B | ReturnReference |
| Explanation | SECURITIES BROKER, AUCTION CO., REAL ESTATE AGENT | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| ORGANIZATION'S MISSION | FORM 990 - ORGANIZATION'S MISSION | THE CAL POLY POMONA FOUNDATION, INC., ESTABLISHED IN 1966, IS AN INTEGRAL COMPONENT OF THE EDUCATIONAL MISSION OF CALIFORNIA STATE POLYTECHNIC UNIVERSITY, POMONA,(UNIVERSITY). IN PURSUIT OF THIS MISSION, THE FOUNDATION IS A PARTNER IN THE UNIVERSITY COMMUNITY WHICH INCLUDES STUDENTS, FACULTY, STAFF, ADMINISTRATORS, ALUMNI AND MEMBERS OF THE LARGER COMMUNITY. THE FOUNDATION EXISTS TO PROVIDE THE HIGHEST LEVEL OF SERVICE TO THESE CONSTITUENCIES. THE ROLE OF THE FOUNDATION IS TO PROVIDE APPROPRIATE GOODS AND SERVICES AT A REASONABLE AND COMPETITIVE PRICE, TO PROMOTE AND CELEBRATE THE CULTURAL DIVERSITY OF THE UNIVERSITY, TO HELP FOSTER AND MAINTAIN AN EFFECTIVE LEARNING ENVIRONMENT, TO PROVIDE EDUCATIONAL OPPORTUNITIES, TO REFLECT AN INSTITUTIONAL IMAGE OF COMPETENCE AND QUALITY, TO ENCOURAGE COOPERATIVE RELATIONS WITHIN THE UNIVERSITY COMMUNITY, TO PROVIDE ADVICE ON SERVICES AND RESOURCES APPROPRIATE TO EDUCATIONAL NEEDS, TO GENERATE INCOME THAT CAN AUGMENT UNIVERSITY RESOURCES, TO STRENGTHEN UNIVERSITY IDENTITY AND TO RECOGNIZE AND PROVIDE VISIBILITY FOR THE ACHIEVEMENTS OF MEMBERS OF THE UNIVERSITY COMMUNITY. THE FOUNDATION IS A RECOGNIZED AUXILIARY OF THE CALIFORNIA STATE UNIVERSITY SYSTEM AND CONFORMS TO THE CALIFORNIA CODE OF REGULATIONS, TITLE 5, SECTION 42400 ET SEQ. ESTABLISHED BY THE TRUSTEES OF THE CALIFORNIA STATE UNIVERSITY. THE UNIVERSITY'S ADMINISTRATIVE ORGANIZATION SUPERVISES THE FOUNDATION, AS REQUIRED BY TITLE 5, CALIFORNIA CODE OF REGULATIONS, SECTION 42402. |
| ANY SIGNIFICANT CHANGES IN CONDUCT FOR PROGRAM SERVICES | FORM 990, PAGE 2, PART III, LINE 3 | DURING FISCAL YEAR 2011-12 THE CAL POLY POMONA UNIVERSITY EDUCATIONAL TRUST (TRUST) TOOK ACTION TO DISSOLVE AND DISTRIBUTE THE ASSETS AND LIABILITIES OF THE TRUST TO THE FOUNDATION PER THE ADVICE OF TRUST'S LEGAL COUNSEL. THIS ACTION WAS DETERMINED TO BE THE BEST OPTION FOR THE TRUST AS A RESULT OF ITS FAILURE TO MEET THE PUBLIC SUPPORT TEST AS A RESULT OF A DISPROPORTIONATELY LARGE SIZE GRANT RECEIVED BY THE TRUST AS COMPARED TO OTHER GRANTS RECEIVED AS WELL AS THE INTEGRAL PART TEST. THE TRUST SERVED AS THE RECIPIENT FOR GIFTS AND GRANTS TO PERMANENT ENDOWMENTS ON BEHALF OF THE UNIVERSITY. THE TRUST'S NET ASSETS OF 54,801,078 WERE TRANSFERRED TO THE FOUNDATION ON FEBRUARY 1, 2012. |
| ALL OTHER ACCOMPLISHMENT DESCRIPTION | FORM 990, PAGE 2, PART III, LINE 4D | STUDENT HOUSING - PROVIDE STUDENT HOUSING FOR THE CONVENIENCE OF STUDENTS AND RESIDENT LIFE ACTIVITIES A. PROVIDE CONFERENCE CENTER AND LODGE FOR EDUCATIONALLY RELATED ACTIVITIES B. PROVIDE BOOKS, SUPPLIES, ETC. THROUGH THE BOOKSTORE C. PROVIDE NON-CREDIT EDUCATIONALY RELATED COURSES D. PROVIDE AGRICULTURAL-AID-TO-INSTRUCTION COURSES |
| ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 | FORM 990, PAGE 6, PART VI, LINE 11B | AT LEAST TWO WEEKS PRIOR TO FILING OF THE ANNUAL FORM 990, THE CHIEF FINANCIAL OFFICER SHALL DISTRIBUTE THE FINAL DRAFT OF THE FORM TO EACH MEMBER OF THE FOUNDATIONS' BOARD OF DIRECTORS FOR THEIR REVIEW AND COMMENT. COMMENTS OR CHANGES SUGGESTED BY SUCH BOARD MEMBER SHALL BE FORWARDED TO THE FOUNDATION'S CHIEF FINANCIAL OFFICER, WHO SHALL REVISE THE FORM IF NECESSARY AND THERAFTER SUBMIT IT TO THE INTERNAL REVENUE SERVICE FOR FILING. |
| ENFORCEMENT OF CONFLICTS POLICY | FORM 990, PAGE 6, PART VI, LINE 12C | PER THE FOUNDATION'S CONFLICT OF INTEREST - BOARD OF DIRECTORS POLICY 221 EACH YEAR BOARD MEMBERS ARE REQUIRED TO REVIEW THE APPLICABLE PORTION OF THE CALIFORNIA EDUCATION AND ATTEST THAT THEY DO NOT HAVE ANY CONFLICTING FINANCIAL INTERESTS. IF AT ANY TIME, A BOARD MEMBER DETERMINES THAT A CONFLICT OF INTEREST EXISTS, HE/SHE WILL DISCLOSE THE CIRCUMSTANCES TO THE EXECUTIVE DIRECTOR OF THE CAL POLY POMONA FOUNDATION, INC., IMMEDIATELY. IF ANY MEMBER OF THE BOARD OF DIRECTORS IS FOUND TO BE IN VIOLATION OF THIS POLICY OR THE FINANCIAL INTEREST SECTION OF THE CALIFORNIA EDUCATION CODE, THAT MEMBER WILL BE GIVEN A REASONABLE PERIOD OF TIME TO RESOLVE THE CONFLICT. IN THE EVENT THAT THE CONFLICT CAN NOT BE RESOLVED IN A MANNER COMPLIANT WITH THE CALIFORNIA EDUCATION CODE, THE DIRECTOR MUST RESIGN FROM THE BOARD. PER THE FOUNDATION'S CONFLICT OF INTEREST - EMPLOYEES POLICY 222 ALL MANAGEMENT AND OTHER EMPLOYEES (INCLUDING EMPLOYEES OF CALIFORNIA STATE POLYTECHNIC UNIVERSITY, POMONA, INDEPENDENT CONTRACTORS, SUBCONTRACTORS, CONSULTANTS, ETC.) THAT HAVE BEEN DESIGNATED AS IN POSITIONS OF DECISION MAKING AUTHORITY RELATED TO FOUNDATION BUSINESS ACTIVITIES, ARE REQUIRED TO ANNUALLY REVIEW THE APPLICABLE PORTION OF THE CALIFORNIA EDUCATION CODE AND ATTEST THAT THEY DO NOT HAVE ANY CONFLICTING FINANCIAL INTERESTS. |
| COMPENSATION PROCESS FOR TOP OFFICIAL | FORM 990, PAGE 6, PART VI, LINE 15A | 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 SHALL REVIEW THE COMPENSATION OF THE EXECUTIVE DIRECTOR AND CHIEF FINANCIAL OFFICER AS FOLLOWS: 1.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. 2.ONLY THOSE MEMBERS OF THE BOARD WHO ARE FREE OF CONFLICTS OF INTEREST MAY BE INVOLVED IN EVALUATION OF EXECUTIVE COMPENSATION. 3.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. |
| COMPENSATION PROCESS FOR OFFICERS | FORM 990, PAGE 6, PART VI, LINE 15B | ALL EMPLOYEES HAVE A WRITTEN JOB DESCRIPTION FOR WHICH THEIR PERFORMANCE IS MEASURED ANNUALLY USING A POINT 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 AN UNINTERESTED THIRD PARTY WITHIN EMPLOYMENT SERVICES. THE OVERALL POINT VALUE DETERMINES THE RATE OF INCREASE, IF ANY. COMPENSATION COMPARABILITY IS COMPLETED BY USING THE AOA COMPENSATION SURVEY, WHICH INCLUDES POSITIONS FROM AS MANY AS 50 OTHER CSU AUXILIARIES, AND ALSO INCLUDES A REVIEW OF THE PUBLISHED CSU SALARY LETTERS AND THEIR RESPECTIVE WRITTEN JOB DESCRIPTIONS. TOGETHER WE USE THIS DATA ALONG WITH OUR OWN HISTORICAL PRACTICES TO DEVELOP OUR SALARY RANGES, AND THIS ANALYSIS AND THE ASSOCIATED SALARY FRAMEWORK IS CONDUCTED INDEPENDENTLY WITHIN EMPLOYMENT SERVICES, AND ULTIMATELY REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS, AND DOCUMENTED ACCORDINGLY. |
| GOVERNING DOCUMENTS DISCLOSURE EXPLANATION | FORM 990, PAGE 6, PART VI, LINE 19 | THE FOUNDATION'S GOVERING DOCUMENTS, CONFLICT OF INTEREST POLICY 206 AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC ON THE FOUNDATION'S WEBSITE AND UPON REQUEST. |
| OTHER CHANGES IN NET ASSETS EXPLANATION | FORM 990, PART XI, LINE 5 | DURING FISCAL YEAR 2011-12 THE CAL POLY POMONA UNIVERSITY EDUCATIONAL TRUST (TRUST) TOOK ACTION TO DISSOLVE AND DISTRIBUTE THE ASSETS AND LIABILITIES OF THE TRUST TO THE FOUNDATION PER THE ADVICE OF TRUST'S LEGAL COUNSEL. THIS ACTION WAS DETERMINED TO BE THE BEST OPTION FOR THE TRUST AS A RESULT OF ITS FAILURE TO MEET THE PUBLIC SUPPORT TEST AS A RESULT OF A DISPROPORTIONATELY LARGE SIZE GRANT RECEIVED BY THE TRUST AS COMPARED TO OTHER GRANTS RECEIVED AS WELL AS THE INTEGRAL PART TEST. THE TRUST SERVED AS THE RECIPIENT FOR GIFTS AND GRANTS TO PERMANENT ENDOWMENTS ON BEHALF OF THE UNIVERSITY. THE TRUST'S NET ASSETS OF 54,801,078 WERE TRANSFERRED TO THE FOUNDATION ON FEBRUARY 1, 2012. THE FOUNDATION IMPLEMENTED GASB STATEMENT NO. 45 "ACCOUNTING AND FINANCIAL REPORTING BY EMPLOYERS FOR POSTEMPLOYMENT BENEFITS OTHER THAN PENSIONS" ON A RETROSPECTIVE BASIS AND HAS RECORDED THE COST AND OBLIGATION OF THESE BENEFITS IN THE FINANCIAL STATEMENTS. THE BEGINNING OTHER POSTEMPLOYMENT BENEFIT (OPEB) OBLIGATION WAS ESTABLISHED BY ROLLING BACK THE JULY 1, 2011 VALUATION TO JULY 1, 2007, THE YEAR THE FOUNDATION WOULD HAVE ADOPTED THE REPORTING PROVISIONS OF GASB STATEMENT NO. 45. TO COMPLY WITH THE REPORTING REQUIREMENTS OF GASB STATEMENT NO. 45, THE PRIOR LIABILITY OF 12,624,937 WAS REDUCED BY 10,251,600, AND BEGINNING NET ASSETS WAS RESTATED BY THIS AMOUNT. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| CALIFORNIA STATE POLYTECHNIC UNIVER | ||||||||||
| 3801 W TEMPLE AVE | POMONA | CA | 91768 | 954255659 | STATE UNIV | CA | 115 | 2 | N/A | false |
| CAL POLY UNIV EDUCATIONAL TRUST | ||||||||||
| 3801 W TEMPLE AVE | POMONA | CA | 91768 | 956974238 | ENDOWMENTS | CA | 501C3 | 11C | N/A | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | true | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | true | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (6 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| CAL POLY UNIVERSITY EDUCAT TRUST | |
| Q | 90779 |
| CALIF STATE POLYTECHNIC UNIVERSITY | |
| I | 746860 |
| CALIF STATE POLYTECHNIC UNIVERSITY | |
| O | 12033263 |
| CALIF STATE POLYTECHNIC UNIVERSITY | |
| P | 16178127 |
| CALIF STATE POLYTECHNIC UNIVERSITY | |
| Q | -3930872 |
| CAL POLY UNIVERSITY EDUCAT TRUST | |
| K | 25503 |
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