Skip to content
Nonprofiteer
← CALIFORNIA POLYTECHNIC STATE UNIVERSITY ALUMNI ASSOCIATION

Form 990 for tax year 2022

Filed by CALIFORNIA POLYTECHNIC STATE UNIVERSITY ALUMNI ASSOCIATION.

Totals

Total revenue
$115,893
Total expenses
$148,296
Contributions and grants received
$19,494
Grants paid
$6,887
Program service revenue
$31,307
Investment income
$4
Other revenue
$65,088
Total assets, end of year
$1,007,509
Total liabilities, end of year
$135
Net assets or fund balances, end of year
$1,007,374
Program services expenses (Part IX)
$7,986
Management and general expenses
$140,310
Fundraising expenses
$0
Program service expenses (Part III)
$7,986

Program services were 5.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $19,494

  • 2a · Program service revenue: SOCIAL EVENTS TO ENGAG

    total $31,307 · related or exempt $31,307

  • 3 · Investment income

    total $4 · excluded $4

  • 8a · Fundraising events: gross income

    $500

  • 8b · Fundraising events: direct expenses

    $2,015

  • 8c · Net income from fundraising events

    total -$1,515 · excluded -$1,515

  • 10a · Gross sales of inventory

    $25,771

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $25,771 · related or exempt $25,771

  • 11a · Other revenue: ENDOWMENT ACTIVITY

    total $40,832 · excluded $40,832

  • 11e · Other revenue, total

    $40,832

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $6,887 · program services $6,887

  • 11c · Fees: accounting

    total $10,144 · management and general $10,144

  • 12 · Advertising and promotion

    total $384 · management and general $384

  • 17 · Travel

    total $1,536 · management and general $1,536

  • 19 · Conferences, conventions and meetings

    total $10,278 · management and general $10,278

  • 22 · Depreciation, depletion and amortization

    total $6,911 · management and general $6,911

  • 23 · Insurance

    total $7,391 · management and general $7,391

  • 24a · Other expenses: CHAPTER AND CLUB EXPENS

    total $40,558 · management and general $40,558

  • 24b · Other expenses: DISBURSEMENT TO CPF

    total $40,383 · management and general $40,383

  • 24c · Other expenses: SUPPLIES

    total $10,185 · management and general $10,185

  • 24d · Other expenses: DISBURSEMENT TO CPSU

    total $7,140 · management and general $7,140

  • 24e · All other expenses

    total $6,499 · program services $1,099 · management and general $5,400

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $381,280 · end of year $343,343

  • 2 · Savings and temporary cash investments

    beginning of year $34,548 · end of year $34,552

  • 4 · Accounts receivable

    beginning of year $4,101 · end of year $818

  • 9 · Prepaid expenses and deferred charges

    beginning of year $26,987 · end of year $0

  • 10a · Land, buildings and equipment: cost or other basis

    $13,203

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,418

  • 10c · Land, buildings and equipment, net

    beginning of year $4,658 · end of year $11,785

  • 13 · Investments: program-related

    beginning of year $606,543 · end of year $617,011

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,512 · end of year $135

  • 29 · Capital stock, trust principal or current funds

    beginning of year $450,062 · end of year $390,363

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $606,543 · end of year $617,011

Mission and programs · 2022

Mission

THE CAL POLY ALUMNI ASSOCIATION EXISTS TO HELP SUPPORT THE UNIVERSITY'S EDUCATION MISSION BY ENGAGING AND SERVING ALUMNI OF THE UNIVERSITY, AND FOSTERING A LIFELONG CONNECTION BETWEEN THE UNIVERSITY AND ITS ALUMNI.

Activities or mission (Part I)

TO PROMOTE THE WELFARE AND FUTURE DEVELOPMENT OF THE UNIVERSITY IN ITS EDUCATIONAL, ATHLETIC AND SCIENTIFIC PURPOSES.

  • ALUMNI NEWS - ALUMNI NEWSLETTER AND CHAPTER INVITATIONS SENT TO ALL ALUMNI OF CALIFORNIA POLYTECHNIC STATE UNIVERSITY.

    Expenses $165

  • GRANTS MADE TO CALIFORNIA POLYTECHNIC STATE UNIVERSITY TO FUND STUDENT SCHOLARSHIPS.

    Expenses $6,887 · Grants $6,887

  • SOCIAL EVENTS TO ENGAGE AND SERVE ALUMNI.

    Expenses $934 · Revenue $31,307

As filed on the 2022 return.

Listed in Part VII

  • SHARON LUCAS

    AFFINITY DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MATT COHEN

    OUT OF STATE REGIONAL DIRE

    Total calculated
    $0
    Hours/week
    1

  • SHELLEY MCCRACKEN

    REGIONAL DIRECTOR, NORTHER

    Total calculated
    $0
    Hours/week
    1

  • BOB WEAVER

    REGIONAL DIRECTOR, CENTRAL

    Total calculated
    $0
    Hours/week
    1

  • JOHN OSUMI

    REGIONAL DIRECTOR, CENTRAL

    Total calculated
    $0
    Hours/week
    1

  • BEN DUNBAR

    REGIONAL DIRECTOR, SOUTHER

    Total calculated
    $0
    Hours/week
    1

  • COLBY PEREIRA

    COLLEGE OF AGRICULTURE, FO

    Total calculated
    $0
    Hours/week
    1

  • SCOTT GAUDINEER

    COLLEGE OF ARCHITECTURE &

    Total calculated
    $0
    Hours/week
    1

  • JONATHAN PECK

    ORFALEA COLLEGE OF BUSINES

    Total calculated
    $0
    Hours/week
    1

  • JOHN GOBLE

    COLLEGE OF ENGINEERING

    Total calculated
    $0
    Hours/week
    1

  • DAN RIVOIRE

    COLLEGE OF LIBERAL ARTS

    Total calculated
    $0
    Hours/week
    1

  • JOAN PINDER

    COLLEGE OF SCIENCE & MATHE

    Total calculated
    $0
    Hours/week
    1

  • HUNT TURNER

    PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • LESLIE NELSON

    FACULTY DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KRAIG SCHEYER

    CSU ALUMNI COUNCIL REPRESE

    Total calculated
    $0
    Hours/week
    1

  • GRACE LAUER

    DIRECTOR AT LARGE

    Total calculated
    $0
    Hours/week
    1

  • SHARON DAY MONROE

    ATHLETICS DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SAVANNAH DEBAETS

    POLY REPS PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • LAUREN LAYNE

    PRESIDENT

    Total calculated
    $0
    Hours/week
    10

  • AMANDA MCADAMS

    EXECUTIVE VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    10

  • YVONNE SAMS

    PRESIDENT-ELECT

    Total calculated
    $0
    Hours/week
    10

  • TAWNY JAMES

    CHIEF FINANCIAL OFFICER

    Total calculated
    $0
    Hours/week
    10

  • TESSA ESPINOZA

    UNIVERSITY REPRESENTATIVE

    Total calculated
    $0
    Hours/week
    1

  • KELLEY LASHLEY

    LEGAL COUNSEL

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Provenance

Return type
form_990
Tax year
2022
Filed
3 November 2023
IRS schema version
2022v5.0
Source object
202323109349300822

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.