2023-11-06T08:06:19-06:00 2023-06-30 262060565 CALIBER ACCOUNTING & TAX LLP 575 PRICE STREET SUITE 312 PISMO BEACH CA 93449 990 2022-07-01 237040360 CALIFORNIA POLYTECHNIC STATE UNIVERSITY ALUMNI ASSOCIATION SAN LUIS OBISPO CALI 8057562586 1 GRAND AVENUE ALUMNI HOUSE 28 SAN LUIS OBISPO CA 93401 TAWNY JAMES CHIEF FINANCIAL OFFICER 8057561141 2023-11-03 1 TAWNY JAMES 999009999 1 BRIANNA COOPER P00956450 8058880200 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z TAWNY JAMES CAL POLY STATE UNIVERSITY SAN LUIS OBISPO CA 93407 117908 0 X HTTPS://ALUMNI.CALPOLY.EDU/ X 1963 CA TO PROMOTE THE WELFARE AND FUTURE DEVELOPMENT OF THE UNIVERSITY IN ITS EDUCATIONAL, ATHLETIC AND SCIENTIFIC PURPOSES. 24 24 0 94 0 0 15860 19494 0 31307 5 4 98372 65088 114237 115893 1600 6887 0 0 0 0 0 0 0 188465 141409 190065 148296 -75828 -32403 1058117 1007509 1512 135 1056605 1007374 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. 0 0 165 ALUMNI NEWS - ALUMNI NEWSLETTER AND CHAPTER INVITATIONS SENT TO ALL ALUMNI OF CALIFORNIA POLYTECHNIC STATE UNIVERSITY. 6887 6887 GRANTS MADE TO CALIFORNIA POLYTECHNIC STATE UNIVERSITY TO FUND STUDENT SCHOLARSHIPS. 934 31307 SOCIAL EVENTS TO ENGAGE AND SERVE ALUMNI. 7986 1 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 24 24 0 0 0 0 0 0 0 1 1 0 1 1 1 0 0 0 0 0 0 CA X CAL POLY FOUNDATION 8057562586 CAL POLY STATE UNIVERSITY SAN LUIS OBISPO CA 93407 X SHARON LUCAS AFFINITY DIRECTOR 1.00 X 0 0 0 MATT COHEN OUT OF STATE REGIONAL DIRE 1.00 X 0 0 0 SHELLEY MCCRACKEN REGIONAL DIRECTOR, NORTHER 1.00 X 0 0 0 BOB WEAVER REGIONAL DIRECTOR, CENTRAL 1.00 X 0 0 0 JOHN OSUMI REGIONAL DIRECTOR, CENTRAL 1.00 X 0 0 0 BEN DUNBAR REGIONAL DIRECTOR, SOUTHER 1.00 X 0 0 0 COLBY PEREIRA COLLEGE OF AGRICULTURE, FO 1.00 X 0 0 0 SCOTT GAUDINEER COLLEGE OF ARCHITECTURE & 1.00 X 0 0 0 JONATHAN PECK ORFALEA COLLEGE OF BUSINES 1.00 X 0 0 0 JOHN GOBLE COLLEGE OF ENGINEERING 1.00 X 0 0 0 DAN RIVOIRE COLLEGE OF LIBERAL ARTS 1.00 X 0 0 0 JOAN PINDER COLLEGE OF SCIENCE & MATHE 1.00 X 0 0 0 HUNT TURNER PAST PRESIDENT 1.00 X 0 0 0 LESLIE NELSON FACULTY DIRECTOR 1.00 X 0 0 0 KRAIG SCHEYER CSU ALUMNI COUNCIL REPRESE 1.00 X 0 0 0 GRACE LAUER DIRECTOR AT LARGE 1.00 X 0 0 0 SHARON DAY MONROE ATHLETICS DIRECTOR 1.00 X 0 0 0 SAVANNAH DEBAETS POLY REPS PRESIDENT 1.00 X 0 0 0 LAUREN LAYNE PRESIDENT 10.00 X 0 0 0 AMANDA MCADAMS EXECUTIVE VICE PRESIDENT 10.00 X 0 0 0 YVONNE SAMS PRESIDENT-ELECT 10.00 X 0 0 0 TAWNY JAMES CHIEF FINANCIAL OFFICER 10.00 X 0 0 0 TESSA ESPINOZA UNIVERSITY REPRESENTATIVE 1.00 X 0 0 0 KELLEY LASHLEY LEGAL COUNSEL 1.00 X 0 0 0 0 0 0 0 0 0 0 0 19494 19494 SOCIAL EVENTS TO ENGAG 900099 31307 31307 31307 4 4 500 2015 -1515 -1515 25771 0 25771 25771 ENDOWMENT ACTIVITY 621400 40832 40832 40832 115893 57078 0 39321 6887 6887 10144 10144 384 384 1536 1536 10278 10278 6911 6911 7391 7391 CHAPTER AND CLUB EXPENS 40558 40558 DISBURSEMENT TO CPF 40383 40383 SUPPLIES 10185 10185 DISBURSEMENT TO CPSU 7140 7140 6499 1099 5400 148296 7986 140310 0 381280 343343 34548 34552 4101 818 26987 0 13203 1418 4658 11785 606543 617011 1058117 1007509 1512 135 1512 135 X 450062 390363 0 0 606543 617011 1056605 1007374 1058117 1007509 X -32403 -22524 5696 X 0 0 0 X 382277 44509 14375 15860 19494 476515 382277 44509 14375 15860 19494 476515 476515 15 13 3 5 4 40 476555 115973 0.99990 0.99990 X 0 606543 40832 30364 617011 765149 -105854 52751 606543 614730 187237 28805 8013 765149 1.00000 0 0 13203 1418 11785 11785 INVESTMENTS IN ENDOWMENTS WITH CAL POLY 617011 F 617011 PART V, LINE 4: TO PROMOTE THE WELFARE AND FUTURE DEVELOPMENT OF THE UNIVERSITY IN ITS EDUCATIONAL, ATHLETIC AND SCIENTIFIC PURPOSES. 1 CALIFORNIA POLYTECHNIC STATE UNIVERSITY FOUNDATION 1 GRAND AVE STE 01 413 SAN LUIS OBISPO CA 934070443 204927897 501(C)(3) 6887 0 TO FUND STUDENT SCHOLARSHIPS. 1 PART I, LINE 2: CALIFORNIA POLYTECHNIC STATE UNIVERSITY ALUMNI ASSOCIATION MAINTAINS A CLOSE RELATIONSHIP WITH THE CALIFORNIA POLYTECHNIC STATE UNIVERSITY FOUNDATION TO ENSURE FUNDS ARE USED TOWARDS THE INTENDED PURPOSE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY INDEPENDENT TAX ACCOUNTING FIRM. UPON COMPLETION THE RETURNS ARE SENT TO THE EXECUTIVE DIRECTOR FOR REVIEW AND SIGNATURE PRIOR TO MAILING. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS BYLAWS AVAILABLE ON ITS WEBSITE. FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE NOT ACTIVELY AVAILABLE TO THE GENERAL PUBLIC BUT ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: BOOK TO TAX DEPRECIATION ADJUSTMENT 5,696.