CAL POLY CORPORATION: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- CAL POLY CORPORATION (EIN 95-1648180)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-15
- IRS object ID
- 201331359349304723
- 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 C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-15T11:52:11-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 952772601 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLENN BURDETTE | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| 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 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951648180 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CAL POLY CORPORATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CALP | NameControl |
| Phone | 8057561451 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | BONNIE MURPHY | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 8057561451 | Phone |
| Date Signed | 2013-05-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICAL W BOVEE CPA | Name |
| PTIN | P01023187 | PTIN |
| Phone | 8055441441 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | BONNIE MURPHY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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 | 93497800 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.CALPOLYCORPORATION.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1940 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE THE UNIVERSITY WITH CERTAIN SERVICES AND FACILITIES WHICH ARE AN INTEGRAL PART OF THE EDUCATIONAL PROGRAM OF THE UNIVERSITY. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 5 | NbrIndependentVotingMembers |
| Total Nbr Employees | 3670 | TotalNbrEmployees |
| Total Nbr Volunteers | 5 | TotalNbrVolunteers |
| Total Gross UBI | 713477 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -55284 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 5721283 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 5787784 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 36762310 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 32486387 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2202731 | InvestmentIncomePriorYear |
| Investment Income Current Year | 2187308 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 25350225 | OtherRevenuePriorYear |
| Other Revenue Current Year | 26689471 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 70036549 | TotalRevenuePriorYear |
| Total Revenue Current Year | 67150950 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 3518012 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 7666590 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 17059312 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 14662819 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 44306039 | OtherExpensePriorYear |
| Other Expenses Current Year | 37285697 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 64883363 | TotalExpensesPriorYear |
| Total Expenses Current Year | 59615106 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 5153186 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 7535844 | RevenuesLessExpensesCY |
| Total Assets BOY | 119400568 | TotalAssetsBOY |
| Total Assets EOY | 126026340 | TotalAssetsEOY |
| Total Liabilities BOY | 50373639 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 31236389 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 69026929 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 94789951 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | TO PROVIDE THE UNIVERSITY WITH CERTAIN SERVICES AND FACILITIES WHICH ARE AN INTEGRAL PART OF THE EDUCATIONAL PROGRAM OF THE UNIVERSITY. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 22497029 | Expense |
| Grants | 1255415 | Grants |
| Revenue | 20310805 | Revenue |
| Description | RESEARCH GRANTS & CONTRACTS: EXTERNALLY SPONSORED PROJECTS ADMINISTERED BY THE CORPORATION FOR BENEFIT OF THE UNIVERSITY. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 11735476 | Expense |
| Grants | 1872013 | Grants |
| Revenue | 3886610 | Revenue |
| Description | RESTRICTED AND DESIGNATED FUNDS: GIFTS AND SPECIAL ACTIVITY ACCOUNTS THAT ARE RESTRICTED OR DESIGNATED FOR SUPPORT OF UNIVERSITY PROGRAMS. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1175272 | Expense |
| Revenue | 1284626 | Revenue |
| Description | EDUCATIONAL CONFERENCES AND WORKSHOPS | Description |
Activity Other ActivityOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 19471345 | Expense |
| Grants | 4575977 | Grants |
| Revenue | 32738937 | Revenue |
| Description | EDUCATIONAL BOOKSTORE: PROVIDES BOOKS, LEARNING MATERIALS AND EQUIPMENT FOR THE UNIVERSITY STUDENTS AND FACULTY/STAFF; AG. PROJECTS; CAMPUS DINING: DINING SERVICES ON CAMPUS FOR UNIV. STUDENTS AND FACULTY. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 19471345 | TotalOfOtherProgramServiceExp |
| Total Of Other Program Service Grnt | 4575977 | TotalOfOtherProgramServiceGrnt |
| Total Of Other Program Service Rev | 32738937 | TotalOfOtherProgramServiceRev |
| Total Program Service Expense | 54879122 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 1 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 1 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 1 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 582 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 3670 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 5 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 1 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WENDY FORESTER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 8057567335 | TelephoneNumber |
Address US AddressUS
| 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 Form990PartVIISectionA (17 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| LARRY KELLEY | ||||||||
| CHAIR/CEO | 4.00 | X | X | 0 | 226020 | 54160 | ||
| DR CORNEL N MORTON | ||||||||
| VICE CHAIR | 4.00 | X | X | 0 | 179796 | 45909 | ||
| DR DAVID J WEHNER | ||||||||
| SEC./TREAS./CFO | 4.00 | X | X | 0 | 180756 | 49146 | ||
| MS BETSY KINSLEY | ||||||||
| DIRECTOR | 4.00 | X | 0 | 69365 | 21633 | |||
| MR THOMAS LEBENS ESQUIRE | ||||||||
| DIRECTOR | 4.00 | X | 0 | 0 | 0 | |||
| DR WILLIAM KELLOG | ||||||||
| DIRECTOR | 4.00 | X | 0 | 111597 | 38233 | |||
| MS PENNY BENNETT | ||||||||
| DIRECTOR | 4.00 | X | 0 | 98390 | 34792 | |||
| MR JAMES LOKEY | ||||||||
| DIRECTOR | 4.00 | X | 0 | 0 | 0 | |||
| MR JAMES BRABECK | ||||||||
| DIRECTOR | 4.00 | X | 0 | 0 | 0 | |||
| MR SOLOMON REDA | ||||||||
| STUDENT MEMBER | 4.00 | X | 0 | 0 | 0 | |||
| MS JESSICA BELL | ||||||||
| STUDENT MEMBER | 4.00 | X | 0 | 0 | 0 | |||
| BONNIE MURPHY | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | 0 | 150258 | 34160 | X | |||
| FRANK CAWLEY | ||||||||
| BOOKSTORE DIRECTOR | 40.00 | 126028 | 0 | 28483 | X | |||
| STARR LEE | ||||||||
| GENERAL COUNSEL | 40.00 | 115628 | 0 | 22767 | X | |||
| JOANNA SNYDER | ||||||||
| PROJECT COORDINATOR SPECIALIST | 40.00 | 106502 | 0 | 20585 | X | |||
| GRANT TREXLER | ||||||||
| ASSOC. EXECUTIVE DIRECTOR | 40.00 | 128472 | 0 | 32075 | X | |||
| MIKE THORNTON | ||||||||
| CAMPUS DINING DIRECTOR | 40.00 | 119948 | 0 | 21717 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 596578 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 1016182 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 403660 | TotalOtherCompensation |
| Number Individuals GT100 K | 6 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| USAF CONTRACT MANAGEMENT DIVISION | |||||
| 100 KINDEL DR STE A332 | ARNOLD AFB | TN | 37389 | RESEARCH SUPPORT | 706140 |
| SRI INTERNATIONAL | |||||
| 333 RAVENWOOD AVE | MENLO PARK | CA | 94025 | RESEARCH SUPPORT | 476047 |
| THE DAVEY TREE COMPANY | |||||
| 7627 MORRO ROAD | ATASCADERO | CA | 93422 | RESEARCH SUPPORT | 440207 |
| GA TECH APPLIED RESEARCH CORP | |||||
| PO BOX 277004 | ATLANTA | GA | 30384 | RESEARCH SUPPORT | 271186 |
| A&C GRADING | |||||
| 190 RAINBOW LANE | WATSONVILLE | CA | 95076 | GRADING CONTRACTOR | 248271 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 5 | NumberOfContractorsGT100K |
| Fundraising Events | 22245 | FundraisingEvents |
| All Other Contributions | 5765539 | AllOtherContributions |
| Noncash Contributions | 164475 | NoncashContributions |
| Total Contributions | 5787784 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| GRANTS & CONTRACTS | 900099 | 20310805 | 20310805 |
| SERVICE FEES | 561000 | 7373265 | 7373265 |
| UNIV. PROGRAMS SUPPORT | 900099 | 3517691 | 3517691 |
| CONFERENCES & WORKSHOP | 519100 | 1284626 | 1284626 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 32486387 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1950300 | TotalRevenueColumn |
| Exclusion | $1,950,300 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 305691 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 460612 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -154921 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -154921 | TotalRevenueColumn |
| Unrelated Business Revenue | -81070 | UnrelatedBusinessRevenue |
| Exclusion | -$73,851 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6927555 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 6690547 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 237008 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 237008 | TotalRevenueColumn |
| Exclusion | $237,008 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 334081 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 22245 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 144841 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 189240 | TotalRevenueColumn |
| Exclusion | $189,240 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 45337083 | GrossSalesOfInventory |
| Cost Of Goods Sold | 19050850 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 26286233 | TotalRevenueColumn |
| Related Or Exempt Function Income | 25365672 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 794547 | UnrelatedBusinessRevenue |
| Exclusion | $126,014 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 368919 | TotalRevenueColumn |
| Related Or Exempt Function Income | 368919 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 368919 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 67150950 | TotalRevenueColumn |
| Related Or Exempt Function Income | 58220978 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 713477 | UnrelatedBusinessRevenue |
| Exclusion | $2,428,711 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7610815 | Total |
| Program Services | 7610815 | ProgramServices |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5775 | Total |
| Program Services | 5775 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50000 | Total |
| Program Services | 50000 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 184418 | Total |
| Management And General | 184418 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9610291 | Total |
| Program Services | 7457614 | ProgramServices |
| Management And General | 2152677 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 981192 | Total |
| Program Services | 694581 | ProgramServices |
| Management And General | 286611 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2762006 | Total |
| Program Services | 2194944 | ProgramServices |
| Management And General | 567062 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1124912 | Total |
| Program Services | 923241 | ProgramServices |
| Management And General | 201671 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 40058 | Total |
| Management And General | 40058 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 127212 | Total |
| Management And General | 127212 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 60000 | Total |
| Program Services | 60000 | ProgramServices |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74549 | Total |
| Management And General | 74549 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3755620 | Total |
| Program Services | 3700523 | ProgramServices |
| Management And General | 55097 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 882233 | Total |
| Program Services | 821934 | ProgramServices |
| Management And General | 60299 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 835463 | Total |
| Program Services | 805022 | ProgramServices |
| Management And General | 30441 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41224 | Total |
| Program Services | 29352 | ProgramServices |
| Management And General | 11872 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1138832 | Total |
| Program Services | 1066550 | ProgramServices |
| Management And General | 72282 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80981 | Total |
| Program Services | 50304 | ProgramServices |
| Management And General | 30677 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1175272 | Total |
| Program Services | 1175272 | ProgramServices |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1027 | Total |
| Program Services | 1027 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1529231 | Total |
| Program Services | 934142 | ProgramServices |
| Management And General | 595089 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 261497 | Total |
| Program Services | 236281 | ProgramServices |
| Management And General | 25216 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| CONTRACT AND GRANT EXPE | 15310297 | 15310297 | |
| PUBLIC & INSTITUTIONAL | 5713521 | 5713521 | |
| ACADEMIC SUPPORT & STUD | 2838128 | 2838128 | |
| ADMINSTRATION CHARGES | 887289 | 879984 | 7305 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2533263 | Total |
| Program Services | 2319815 | ProgramServices |
| Management And General | 213448 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 59615106 | Total |
| Program Services | 54879122 | ProgramServices |
| Management And General | 4735984 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66883 | BOY |
| EOY | 67258 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7133348 | BOY |
| EOY | 9495465 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10379085 | BOY |
| EOY | 9776346 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2363667 | BOY |
| EOY | 2358646 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3319944 | BOY |
| EOY | 475011 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3806856 | BOY |
| EOY | 4368695 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 593443 | BOY |
| EOY | 1690076 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 43070192 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 17259106 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22906732 | BOY |
| EOY | 25811086 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 67255875 | BOY |
| EOY | 62252399 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 152808 | BOY |
| EOY | 9093358 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1421927 | BOY |
| EOY | 638000 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 119400568 | BOY |
| EOY | 126026340 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5064835 | BOY |
| EOY | 5202394 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6788699 | BOY |
| EOY | 6821388 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5875351 | BOY |
| EOY | 5914679 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2810000 | BOY |
| EOY | 2750000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29834754 | BOY |
| EOY | 10547928 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 50373639 | BOY |
| EOY | 31236389 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 69026929 | BOY |
| EOY | 94789951 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 69026929 | BOY |
| EOY | 94789951 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 119400568 | BOY |
| EOY | 126026340 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 7535844 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 18227178 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Support Org170b1 Aiv | X | CollegeSupportOrg170b1Aiv |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3215141 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3924111 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 3666863 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 5721283 | CurrentTaxYearMinus1Year |
| Current Tax Year | 5787784 | CurrentTaxYear |
| Total | 22315182 | Total |
Value Srvc Fclts Furnished By Govt ValueSrvcFcltsFurnishedByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 597591 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 588598 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 569933 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 732038 | CurrentTaxYearMinus1Year |
| Current Tax Year | 539439 | CurrentTaxYear |
| Total | 3027599 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3812732 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4512709 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 4236796 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 6453321 | CurrentTaxYearMinus1Year |
| Current Tax Year | 6327223 | CurrentTaxYear |
| Total | 25342781 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 3135804 | AmountsSubstContributorsTotal |
| Public Support Total170 | 22206977 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 2670095 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 2232523 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 2133058 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1700817 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1950300 | CurrentTaxYear |
| Total | 10686793 | Total |
Other Income170 OtherIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1137003 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3292515 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1363210 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 1152357 | CurrentTaxYearMinus1Year |
| Current Tax Year | 235149 | CurrentTaxYear |
| Total | 7180234 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 43209808 | TotalSupport |
| Gross Receipts From Admissions Etc | 396716089 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.51390 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.49260 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 1 | DirectContactLegislators |
| Direct Contact Legislators | $60,000 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Total Lobbying Expenditures IIB | 60000 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF LOBBYING ACTIVITIES: | Identifier |
| Return Reference | PART II-B, LINE 1: | ReturnReference |
| Explanation | CAL POLY CORPORATION ENGAGED THE SERVICES OF THE ED SLEVIN COMPANY, A POLITICAL CONSULTING FIRM, TO HELP UNDERSTAND THE CURRENT CONGRESSIONAL POLITICAL PROCESS AND DEVELOP A STRATEGY FOR FUTURE FUNDING. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
| Agent Trustee Etc | 0 | AgentTrusteeEtc |
| Included On FS | 1 | IncludedOnFS |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8439164 | OtherCostOrOtherBasis |
| Book Value | 8439164 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 21381724 | OtherCostOrOtherBasis |
| Depreciation | 8080228 | Depreciation |
| Book Value | 13301496 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 583534 | OtherCostOrOtherBasis |
| Depreciation | 306181 | Depreciation |
| Book Value | 277353 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10203439 | OtherCostOrOtherBasis |
| Depreciation | 7809907 | Depreciation |
| Book Value | 2393532 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2462331 | OtherCostOrOtherBasis |
| Depreciation | 1062790 | Depreciation |
| Book Value | 1399541 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 25811086 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (2 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| ALTERNATIVE INVESTMENTS & OTHER | 1367736 | F |
| CD'S | 7725622 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 9093358 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| ACTUARIAL ANNUITY LIABILITIES | $1,054,865 |
| POSTEMPLOYMENT BENEFIT OBLIGATIONS | $9,299,249 |
| OTHER LIABILITIES | $193,814 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 10547928 | TotalOfAmounts |
| Total Revenue | 67150950 | TotalRevenue |
| Total Expenses | 59615106 | TotalExpenses |
| Excess Or Deficit For Year | 7535844 | ExcessOrDeficitForYear |
| Prior Period Adjustments | 19966769 | PriorPeriodAdjustments |
| Other | -$1,739,591 | OtherAmount |
| Total Adjustments | 18227178 | TotalAdjustments |
| Excess Or Deficit Per FS | 25763022 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 85620011 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -1559709 | NetUnrealizedGainsInvestments |
| Donated Srvc And Use Of Facilities | 552349 | DonatedSrvcAndUseOfFacilities |
| Other Revenues | -179882 | OtherRevenues |
| Revenue Not Rptd F990 | -1187242 | RevenueNotRptdF990 |
| Revenue Subtotal | 86807253 | RevenueSubtotal |
| Other Revenues Not Included | -19656303 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | -19656303 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 67150950 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 79823758 | TotExpensesEtcAuditedFinclStmt |
| Donated Services Use Of Facilities | 552349 | DonatedServicesUseOfFacilities |
| Other Expenses Included | 19656303 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 20208652 | ExpensesNotRptdF990 |
| Expenses Subtotal | 59615106 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 59615106 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART III, LINE 1A: | THE CORPORATION HAS ELECTED TO FOLLOW THE PROVISIONS OF SFAS NO. 116, AND THEREFORE DOES 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, 2012, THE CORPORATION HELD AN ART COLLECTION ACQUIRED BY DONATION. | |
| PART IV, LINE 2B: | THE CORPORATION HOLDS 11 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. | |
| CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -179,882. CHANGE IN CUMULATIVE NET UNREALIZED GAINS/LOSSES -1,559,709. TOTAL TO SCHEDULE D, PART XI, LINE 8: -1,739,591. | PART XI, LINE 8 - OTHER ADJUSTMENTS: | |
| CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -179,882. | PART XII, LINE 2D - OTHER ADJUSTMENTS: | |
| COST OF GOODS SOLD LINE 10B -19,050,850. FUNDRAISING EXPENSES LINE 8B -144,841. RENTAL EXPENSES LINE 6B -460,612. | PART XII, LINE 4B - OTHER ADJUSTMENTS: | |
| COST OF GOODS SOLD LINE 10B 19,050,850. FUNDRAISING EXPENSES LINE 8B 144,841. RENTAL EXPENSES LINE 6B 460,612. | PART XIII, LINE 2D - OTHER ADJUSTMENTS: |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 1 | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE (INCLUDING ICELAND & GREENLAND) | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 1 | NumberOfEmployees |
| Type Of Activities Conducted | SUBAWARD | TypeOfActivitiesConducted |
| Specific Services Provided | DEVELOP, DESIGN AND INSTALLATION OF NEW COMPUTER CANAL AUTOMATION | SpecificServicesProvided |
| Total Expenditures | 50000 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 1 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 1 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 50000 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 50000 | TotalAmountSpent |
| No Recipient Over5 K | X | NoRecipientOver5K |
Grants To Orgs Outside US GrantsToOrgsOutsideUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | EUROPE (INCLUDING ICELAND & GREENLAND) | Region |
| Purpose Of Grant | DEVELOP, DESIGN AND INSTALLATION OF NEW COMPUTER CANAL AUTOMATION | PurposeOfGrant |
| Amount Of Cash Grant | 50000 | AmountOfCashGrant |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of501c3 Orgs | 0 | TotalNumberOf501c3Orgs |
| Total Number Of Other Orgs | 1 | TotalNumberOfOtherOrgs |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | MONITORING USE OF GRANTS AND ASSISTANCE OUTSIDE THE UNITED STATES | Identifier |
| Return Reference | SCHEDULE F PART I LINE 2 | ReturnReference |
| Explanation | 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. | Explanation |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | MUSTANG MADNESS | NameOfEvent1 |
| Gross Receipts Event1 | 248477 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 4500 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 243977 | GrossRevenueEvent1 |
| Non Cash Prizes Event1 | 18440 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 54450 | RentFacilityCostsEvent1 |
| Other Direct Expenses Event1 | 23634 | OtherDirectExpensesEvent1 |
| Name Of Event2 | WRESTLING GOFT TOURNAMENT | NameOfEvent2 |
| Gross Receipts Event2 | 54594 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 8075 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 46519 | GrossRevenueEvent2 |
| Non Cash Prizes Event2 | 5240 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 10696 | RentFacilityCostsEvent2 |
| Other Direct Expenses Event2 | 160 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 3 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 53255 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 9670 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 43585 | GrossRevenueOtherEvents |
| Non Cash Prizes Other Events | 593 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 10148 | RentFacilityCostsOtherEvents |
| Other Direct Expenses Other Events | 21482 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 356326 | GrossReceiptsTotal |
| Charitable Contributions Total | 22245 | CharitableContributionsTotal |
| Gross Revenue Total Events | 334081 | GrossRevenueTotalEvents |
| Non Cash Prizes Total Events | 24273 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 75294 | RentFacilityCostsTotalEvents |
| Other Direct Expenses Total Events | 45276 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 144843 | DirectExpenseSummaryEvents |
| Net Income Summary | 189238 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (23 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | IRC SectionIRCSection | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Address Line2AddressUS/AddressLine2 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CALIFORNIA POLYTECHNIC STATE UNIVERSITY | |||||||||||
| ONE GRAND AVE | SAN LUIS OBISPO | CA | 93407 | 946001347 | 115 | 923631 | STUDENT GRANTS AND SCHOLARSHIPS AWARDED AND MONITORED BY THE UNIVERSITY | ||||
| CALIFORNIA POLYTECHNIC STATE UNIVERSITY | |||||||||||
| ONE GRAND AVE | SAN LUIS OBISPO | CA | 93407 | 946001347 | 115 | 948383 | SUPPORT OF THE UNIVERSITY | 3738547 | BOOK | SPONSORED PROGRAMS ASSETS TRANSFERRED TO STATE FOR PROJECTS THAT HAVE CLOSED | |
| UNIVERSITY OF NORTH CAROLINA | |||||||||||
| PO BOX 402420 | ATLANTA | GA | 30384 | 566002393 | 115 | 194190 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | ||||
| GEORGIA TECH APPLIED RESEARCH CORPORATION | |||||||||||
| 505 TENTH STREET | ATLANTA | GA | 30332 | 580603146 | 501(C)(3) | 130003 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | ||||
| SRI INTERNATIONAL | |||||||||||
| 333 RAVENWOOD AVE | MENLO PARK | CA | 94025 | 941160950 | 501(C)(3) | 430823 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | ||||
| PATERSONLABS INC | |||||||||||
| 8714 S 222ND ST | KENT | WA | 98031 | 912014239 | 11800 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | |||||
| PHOENIX INTEGRATION | |||||||||||
| 1715 PRATT DRIVE STE 2000 | BLACKSBURG | VA | 24060 | 541751156 | 61137 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | |||||
| PENSCIL INC | |||||||||||
| PO BOX 6249 | LOS OSOS | CA | 93412 | 770498009 | 29250 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | |||||
| THE MIRIAM HOSPITAL | |||||||||||
| 164 SUMMIT AVENUE | PROVIDENCE | RI | 02906 | 050258905 | 501(C)(3) | 28287 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | ||||
| THE FIRE PROTECTION RESEARCH FOUNDATION | |||||||||||
| 1 BATTERYMARCH PARK | QUINCY | MA | 02169 | 521256543 | 501(C)(3) | 25659 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | ||||
| BATTELLE | |||||||||||
| 1529 WEST SEQUIM BAY ROAD | SEQUIM | WA | 98382 | 314379427 | 23214 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | |||||
| SCRIPPS RESEARCH INSTITUTE | |||||||||||
| 10550 N TORREY PINES ROAD TPC-7 | LA JOLLA | CA | 92037 | 330435954 | 501(C)(3) | 20000 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | ||||
| CASE WESTERN RESERVE UNIVERSITY | |||||||||||
| OFFICE OF SPONSORED PROJECTS ACCTG | CLEVELAND | OH | 44106 | 341018992 | 501(C)(3) | 19437 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | NORD HALL STE 600 - 10900 EUCLID AV | |||
| CSU SACRAMENTO | |||||||||||
| 6000 J STREET | SACRAMENTO | CA | 95819 | 941337638 | 115 | 9847 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | ||||
| SALK INSTITUTE FOR BIOLOGICAL STUDIES | |||||||||||
| 10010 N TORREY PINES RD | LA JOLLA | CA | 92037 | 952160097 | 501(C)(3) | 9000 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | ||||
| ARIZONA STATE UNIVERSITY | |||||||||||
| PO BOX 876011 | TEMPE | AZ | 85287 | 860196696 | 115 | 6924 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | ||||
| UCSD | |||||||||||
| 9500 GILMAN DR MAIL CODE 0695 | LA JOLLA | CA | 92093 | 956006144 | 501(C)(3) | 6750 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | ||||
| CSU NORTHRIDGE | |||||||||||
| 18111 NORDHOFF STREET | NORTHRIDGE | CA | 91330 | 951992732 | 115 | 6110 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | ||||
| UNIVERSITY OF COLORADO AT BOULDER | |||||||||||
| 3100 MARINE STREET | BOULDER | CO | 80309 | 846000555 | 115 | 5679 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | ||||
| CSU STANISLAUS | |||||||||||
| ONE UNIVERSITY CIRCLE | TURLOCK | CA | 95382 | 770207337 | 115 | 5640 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | ||||
| CSU SAN FRANCISCO | |||||||||||
| 1600 HOLLOWAY AVE | SAN FRANCISCO | CA | 94132 | 931137247 | 115 | 5314 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | ||||
| CALIFORNIA POLYTECHNIC STATE UNIVERSITY FOUNDATION | |||||||||||
| ADMIN BUILDING 01 | SAN LUIS OBISPO | CA | 93407 | 204927897 | 501(C)(3) | 837429 | SUPPORT OF THE UNIVERSITY | ||||
| TRIUMPH AEROSPACE SYSTEMS | |||||||||||
| PO BOX 644148 | PITTSBURGH | PA | 15264 | 541486601 | 114702 | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 20 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 4 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | SUBAWARD UNDER SPONSORED PROGRAMS GRANT | TypeOfGrant |
| Number Of Recipients | 1 | NumberOfRecipients |
| Amount Of Cash Grant | 5775 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: PAYMENTS TO CALIFORNIA POLYTECHNIC STATE UNIVERSITY ASSOCIATED WITH GRANTS AND SCHOLARSHIPS ARE MADE DIRECTLY TO THE UNIVERSITY, OR AT THE DIRECTION OF THE UNIVERSITY. THE UNIVERSITY DETERMINES THE EVALUATION AND QUALIFICATION PROCESS IN AWARDING FUNDS TO INDIVIDUALS. PAYMENTS TO OTHER ORGANIZATIONS ARE RELATED TO GRANT SUBAWARDS UNDER SPONSORED PROGRAMS. SPONSORED PROGRAMS REVIEWS EXPENDITURE REQUESTS FOR ALLOWABILITY, ALLOCABILITY AND REASONABLENESS IN ACCORDANCE WITH THE SPONSORED PROJECT'S PURPOSE PRIOR TO EXPENSE APPROVAL. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Discretionary Spending Account | X | DiscretionarySpendingAccount |
| Written Policy Re T And E Expenses | 1 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (6 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LARRY KELLEY | |||||||||||||
| 0 | 226020 | 0 | 0 | 0 | 0 | 0 | 40277 | 0 | 13883 | 0 | 280180 | 0 | 0 |
| DR CORNEL N MORTON | |||||||||||||
| 0 | 179796 | 0 | 0 | 0 | 0 | 0 | 32026 | 0 | 13883 | 0 | 225705 | 0 | 0 |
| DR DAVID J WEHNER | |||||||||||||
| 0 | 180756 | 0 | 0 | 0 | 0 | 0 | 32197 | 0 | 16949 | 0 | 229902 | 0 | 0 |
| BONNIE MURPHY | |||||||||||||
| 0 | 150258 | 0 | 0 | 0 | 0 | 0 | 26777 | 0 | 7383 | 0 | 184418 | 0 | 0 |
| FRANK CAWLEY | |||||||||||||
| 126028 | 0 | 0 | 0 | 0 | 0 | 15721 | 0 | 12762 | 0 | 154511 | 0 | 0 | 0 |
| GRANT TREXLER | |||||||||||||
| 128472 | 0 | 0 | 0 | 0 | 0 | 16063 | 0 | 16012 | 0 | 160547 | 0 | 0 | 0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 6 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 45237 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | OTHER ASSETS | Description |
| Number Of Contributions | 4 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 119238 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | 1 | ReviewProcessUnusualNCGifts |
| Third Parties Used | 1 | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | THIRD PARTY USE: | Identifier |
| Return Reference | PART I, LINE 32B: | ReturnReference |
| 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. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | ARTICLES OF INCORPORATION AND BYLAWS WERE AMENDED AS DISCLOSED ON THE PRIOR FILED 990. AMENDMENTS AS PREVIOUSLY DISCLOSED IMPACT THE CURRENT 990 FILING AS DESCRIBED BELOW: AS AN AUXILIARY TO CALIFORNIA POLYTECHNIC STATE UNIVERSITY WITH A CHARITABLE PURPOSE TO PERFORM THE FUNCTIONS OF, AND TO CARRY OUT THE MISSION AND EDUCATIONAL PROGRAMS THAT BENEFIT CPSU, AMENDED ARTICLES OF INCORPORATION AND BYLAWS NOW PERMIT THE CPSU PRESIDENT TO: FILL VACANT CORPORATION BOARD POSITIONS, NOMINATE OFFICERS, SERVE WITHOUT ELECTION ON THE BOARD WITH THE SAME RIGHTS AS THE OTHER DIRECTORS AND EXCERCISE APPROVAL OVER CERTAIN DECISIONS SUCH AS AMENDING THE ARTICLES OF INCORPORATION. THE CORPORATION CHANGED FROM A FASB TO GASB FINANCIAL REPORTING ENTITY AS A RESULT OF THESE CHANGES. AMENDED DOCUMENTS ARE AVAILABLE UPON REQUEST. | |
| 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 5: | PRIOR PERIOD ADJUSTMENTS: 19,966,769. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -179,882. CHANGE IN CUMULATIVE NET UNREALIZED GAINS/LOSSES -1,559,709. TOTAL TO FORM 990, PART XI, LINE 5: 18,227,178. | CHANGES IN NET ASSETS OR FUND BALANCES: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Controlled OrgControlledOrg | Public Charity StatusPublicCharityStatus |
|---|---|---|---|---|---|---|---|---|---|
| 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 |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SPLIT INTEREST TRUSTS (13) | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activity | CHARITABLE GIFT ANNUITIES | PrimaryActivity |
| Legal Domicile State | CA | LegalDomicileState |
| Type Of Entity | T | TypeOfEntity |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (4 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| CALIFORNIA POLYTECHNIC STATE UNIVERSITY SAN LUIS OBISPO | ||
| B | 5610560 | COST |
| CALIFORNIA POLYTECHNIC STATE UNIVERSITY SAN LUIS OBISPO | ||
| L | 3221127 | COST |
| CALIFORNIA POLYTECHNIC STATE UNIVERSITY SAN LUIS OBISPO | ||
| K | 3450719 | COST |
| CALIFORNIA POLYTECHNIC STATE UNIVERSITY SAN LUIS OBISPO | ||
| O | 4178041 | COST |
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