2025-05-15T14:33:52-05:00 2024-06-30 952772601 GLENN BURDETTE INC 1150 PALM STREET SAN LUIS OBISPO CA 93401 990 2023-07-01 951648180 CAL POLY CORPORATION CALP 8057561451 1 GRAND AVE BLDG 15 SAN LUIS OBISPO CA 93407 DAN BANFIELD CFO 8057561451 2025-05-15 1 1 MICAL W BOVEE CPA P01023187 8055441441 2023 2025-03-06 01:10:19Z CAL POLY PARTNERS DAN BANFIELD 1 GRAND AVE BLDG 15 SAN LUIS OBISPO CA 93407 163545450 0 X WWW.CALPOLYCORPORATION.ORG X 1940 CA TO PROVIDE THE UNIVERSITY WITH CERTAIN SERVICES AND FACILITIES WHICH ARE AN INTEGRAL PART OF THE EDUCATIONAL PROGRAM OF THE UNIVERSITY. 13 5 3205 150 193189 0 17432284 16262667 50377783 58843924 2912075 3452281 40455164 46431563 111177306 124990435 14450716 12854883 0 0 41316785 50404045 0 0 0 44244153 44462525 100011654 107721453 11165652 17268982 275406863 352704648 131614606 186219857 143792257 166484791 X TO PROVIDE THE UNIVERSITY WITH CERTAIN SERVICES AND FACILITIES WHICH ARE AN INTEGRAL PART OF THE EDUCATIONAL PROGRAM OF THE UNIVERSITY. 0 0 38213539 5040834 37486980 RESEARCH GRANTS & CONTRACTS: EXTERNALLY SPONSORED PROJECTS ADMINISTERED BY THE CORPORATION FOR BENEFIT OF THE UNIVERSITY. 18264326 5754146 17007074 RESTRICTED AND DESIGNATED FUNDS: GIFTS AND SPECIAL ACTIVITY ACCOUNTS THAT ARE RESTRICTED OR DESIGNATED FOR SUPPORT OF UNIVERSITY PROGRAMS. 39310746 2059903 45845446 EDUCATIONAL BOOKSTORE: PROVIDED BOOKS, LEARNING MATERIALS AND EQUIPMENT FOR THE UNIVERSITY STUDENTS AND FACULTY/STAFF; CAMPUS DINING SERVICES FOR UNIVERSITY STUDENTS AND FACULTY; AGRICULTURE PROJECTS 3200999 3131936 EDUCATIONAL CONFERENCES AND WORKSHOPS 3200999 3131936 98989610 1 1 0 0 0 0 0 1 1 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 601 0 1 3205 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 13 5 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X DAN BANFIELD 8057567335 1 GRAND AVE BLDG 15 SAN LUIS OBISPO CA 93407 STAN NOSEK CHAIR 4.00 40.00 X X 0 0 0 CYNTHIA VILLA PART YEAR CHAIR 4.00 40.00 X X 0 328908 56714 CYNTHIA JACKSON-ELMOORE VICE CHAIR 4.00 40.00 X X 0 335160 66425 DAMON FLEMING SECRETARY/TREASURER 4.00 40.00 X X 0 278208 116861 CARA CRYE-WRIGHT DIRECTOR 4.00 X 0 0 0 AARON FERNANDES DIRECTOR 4.00 17.00 X 0 11096 0 KEITH HUMPHREY DIRECTOR 4.00 40.00 X 0 291180 119395 SEAN HURLEY DIRECTOR 20.00 40.00 X 28959 158434 65860 GERI LACHANCE DIRECTOR 4.00 X 0 0 0 PATRICK MULLEN DIRECTOR 4.00 X 0 0 0 CYRUS RAMEZANI DIRECTOR 10.00 40.00 X 43237 203294 80858 STEVEN REIN DIRECTOR 4.00 40.00 X 0 135962 62091 TONY WALPOLE DIRECTOR 4.00 X 0 0 0 DEAN WENDT DIRECTOR 10.00 40.00 X 0 255228 109353 CODY VANDORN CEO 40.00 X 26100 284415 114931 DAN BANFIELD CFO 40.00 4.00 X 207177 24474 36658 DANIEL HOWES CPSU FACULTY (CAFES) 40.00 X 109551 147984 71273 JAMES DUNNING ASSOC. VP, CORPORATE ENGAG 40.00 X 208941 0 47205 ANDREA BURNS ASSOC. EXEC. DIRECTOR, CPC 40.00 X 184232 0 16134 TIFFANY KRAMLICH CPC DIRECTOR OF HR 40.00 X 170487 0 23020 MATTHEW GRIESHOP DIRECTOR (CAFES) 40.00 X 153479 0 36452 1132163 2454343 1023230 17 0 1 0 COMMUNITY TREE SERVICE LLC 416 SALINAS ROAD WATSONVILLE CA 95076 TREE MAINTENANCE SERVICES 3126514 MAINO CONSTRUCTION COMPANY INC PO BOX 1347 SAN LUIS OBISPO CA 93406 CONSTRUCTION MANAGEMENT 2681595 THOMPSON DORFMAN PARTNERS LLC 39 FORREST STREET STE 202 MILL VALLEY CA 94941 CONSULTING SERVICES 1370732 VENTANA RANCH & VINEYARD SERVICES PO BOX 96 CARMEL VALLEY CA 93924 FORESTRY SERVICES 909003 CHARTWELLS DINING SERVICES PO BOX 50196 LOS ANGELES CA 90074 MANAGEMENT SERVICES 678787 27 613548 2288150 13360969 1032934 16262667 GRANTS & CONTRACTS 900099 37486980 37486980 SERVICE FEES 561000 10521262 10255882 265380 UNIV. PROGRAMS SUPPORT 900099 4804574 4804574 CONFERENCES & WORKSHOPS 900099 3131936 3131936 MISCELLANEOUS 900099 2899172 2899172 58843924 4721572 4721572 1968716 3208312 -1239596 -1239596 -1039720 -95101 -104775 16698464 16391649 1576106 306815 -1576106 -1269291 -1576106 306815 498161 613548 358630 139531 139531 52632791 17020318 35612473 35589563 22910 INSURANCE PROCEEDS 900099 7469155 7469155 SETTLEMENT PROCEEDS 900099 4300000 4300000 LOAN FORGIVENESS 900099 150000 150000 11919155 124990435 103471436 193189 5063143 12854883 12854883 451430 451430 39468796 35188401 4280395 1093217 735445 357772 7537816 5904507 1633309 1852786 1505223 347563 3250 3250 178183 124638 53545 127537 127537 165602 51539 114063 9297407 9051493 245914 483485 457573 25912 220906 209228 11678 644492 207821 436671 815329 815329 3112098 3046733 65365 1988543 1958395 30148 74657 50408 24249 1399849 1375627 24222 4510558 4449017 61541 1067824 886636 181188 SUPPLIES & EQUIPMENT 5538706 5489054 49652 OTHER EXPENSE 5501164 5457381 43783 CONTRACT & GRANT IDC EX 5165991 5165991 LIVESTOCK EXPENSE 1583529 1583529 2583415 2417509 165906 107721453 98989610 8731843 0 35561 22575 21860834 22325670 21370821 22959503 3113246 11440999 5103241 29628910 1613071 1586600 1312156 1415981 190025712 27489127 119254156 162536585 101416554 100460602 4223 4223 323000 323000 275406863 352704648 17856453 12906655 24745073 53201558 5862887 6124871 45788465 74475566 37361728 39511207 131614606 186219857 X 0 0 0 0 143792257 166484791 143792257 166484791 275406863 352704648 X 17268982 5285613 137939 X 0 1 X 1 1 1 X X 1 CALIFORNIA POLYTECHNIC STATE UNIVERSITY 946001347 2 1 5754146 93235464 1 5754146 93235464 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 198000 X X 0 0 1 X 80000 19864793 19944793 124505807 14027271 110478536 5664400 3692378 1972022 14573545 8402836 6170709 25337167 1366642 23970525 162536585 ACTUARIAL ANNUITY LIABILITIES 955058 POSTEMPLOYMENT BENEFIT OBLIGATIONS 2181527 PENSION LIABILITY 27304639 GASB OPEB & PENSION LIABILITY ADJUSTMENT -2027185 LIFE-INTEREST IN REAL ESTATE 10898600 UNAMORTIZED LOSS ON REFUNDING -166959 SUBSCRIPTION LIABILITY 365527 39511207 X 152311212 5285613 1241677 279559 6806849 145504363 -20513928 -20513928 124990435 129618678 1241677 20655548 21897225 107721453 0 107721453 PART III, LINE 1A: THE CORPORATION MAINTAINS AN ART COLLECTION ACQUIRED BY DONATION WHICH HAS NOT BEEN RECORDED IN THE FINANCIAL STATEMENTS, AS THE COLLECTION IS HELD FOR PUBLIC EXHIBITION OR EDUCATION; THE COLLECTION IS PROTECTED, KEPT UNENCUMBERED, CARED FOR, AND PRESERVED. THE VALUE OF THE COLLECTION WAS ESTIMATED AT $1,400,000 AT JUNE 30, 2024. PART III, LINE 4: THE CORPORATION MAINTAINS THE AL SMITH ESTATE, LOCATED IN DAVENPORT, CA, WHICH OPERATES THE SWANTON PACIFIC RAILROAD, A HISTORIC MILE-LONG RAILROAD WITH FOUR STEAM LOCOMOTIVES AND ONE PASSENGER CAR. THE HISTORIC RAILROAD OPERATIONS IS PRESERVED BY THE CORPORATION FOR THE PUBLIC, FOR FUTURE GENERATIONS AND EDUCATIONAL OPPORTUNITIES FOR STUDENTS. PART IV, LINE 2B: THE CORPORATION HOLDS 10 ENDOWMENTS FOR OTHERS AS WELL AS FUNDS HELD ON DEPOSIT RELATED TO ONE CONDO HELD FOR THE BENEFIT OF THE ORFALEA COLLEGE OF BUSINESS. THESE ENDOWMENTS ARE MANAGED BY THE CORPORATION TO BE INVESTED LONG-TERM AND THE RELATED INCOME EITHER EXPENDED FOR SUPPORT OF UNIVERSITY PROGRAMS, INCLUDING THE ALUMNI ASSOCIATION AND ASI, OR RELATED EXTERNAL ORGANIZATIONS. ADDITIONS TO ENDOWMENTS HELD FOR OTHERS (PRINCIPALLY THE RETURN ON INVESTMENT OF FUND ASSETS) ARE RECORDED AS LIABILITIES AS OPPOSED TO REVENUES. PART X, LINE 2: THE CORPORATION FOLLOWS ACCOUNTING STANDARDS GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA, WHICH REQUIRES, AMONG OTHER THINGS, THE RECOGNITION AND MEASUREMENT OF TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" (LIKELIHOOD GREATER THAN 50%) APPROACH. AS OF JUNE 30, 2024, MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS AND BELIEVES THAT THE CORPORATION DID NOT MAINTAIN ANY TAX POSITIONS THAT DID NOT MEET THE "MORE LIKELY THAN NOT" THRESHOLD. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS 137,939. RETIREMENT OF FIXED ASSETS 141,620. PART XI, LINE 4B - OTHER ADJUSTMENTS: COST OF GOODS SOLD LINE 10B -17,020,318. FUNDRAISING EXPENSES LINE 8B -358,630. RENTAL EXPENSES LINE 6B -3,134,980. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOODS SOLD LINE 10B 17,020,318. FUNDRAISING EXPENSES LINE 8B 358,630. RENTAL EXPENSES LINE 6B 3,134,980. RETIREMENT OF FIXED ASSETS 141,620. WINEMAKER'S DINNER 492971 336561 156410 550 31295 11808 86002 CP ARTS SPOTLIGHT EVENT 195938 13938 182000 8387 13642 300 12783 9 422800 263049 159751 9176 29812 49979 940 103956 1111709 613548 498161 9176 38749 94916 13048 202741 358630 139531 1 CALIFORNIA POLYTECHNIC STATE UNIVERSITY ONE GRAND AVE SAN LUIS OBISPO CA 93407 946001347 115 1164919 0 STUDENT GRANTS AND SCHOLARSHIPS AWARDED AND MONITORED BY THE UNIVERSITY CALIFORNIA POLYTECHNIC STATE UNIVERSITY ONE GRAND AVE SAN LUIS OBISPO CA 93407 946001347 115 4589227 926948 BOOK SPONSORED PROGRAM ASSETS SUPPORT OF THE UNIVERSITY CALIFORNIA POLYTECHNIC STATE UNIVERSITY FOUNDATION ONE GRAND AVE HERON HALL SAN LUIS OBISPO CA 93407 204927897 501(C)(3) 1132955 0 SUPPORT OF THE UNIVERSITY SAN LUIS OBISPO COUNTY COMMUNITY COLLEGE DISTRICT DBA CUESTA COMMUNITY COL PO BOX 8106 SAN LUIS OBISPO CA 93403 522018681 115 398746 0 SUBAWARD UNDER SPONSORED PROGRAMS GRANT MIRIAM MEDICAL HOSPITAL 164 SUMMIT AVENUE PROVIDENCE RI 029062853 050258905 501(C)(3) 305380 0 SUBAWARD UNDER SPONSORED PROGRAMS GRANT CHICO STATE ENTERPRISES 25 MAIN ST STE 203 CHICO CA 95928 680386518 115 175344 0 SUBAWARD UNDER SPONSORED PROGRAMS GRANT TUFTS UNIVERSITY 136 HARRISON AVENUE BOSTON MA 02111 042103634 501(C)(3) 5895 0 SUBAWARD UNDER SPONSORED PROGRAMS GRANT ALLAN HANCOCK COLLEGE 800 SOUTH COLLEGE DRIVE SANTA MARIA CA 93454 521692042 115 1043093 0 SUBAWARD UNDER SPONSORED PROGRAMS GRANT NORTH CAROLINA STATE UNIVERSITY 2601 WOLF VILLAGE WAY RALEIGH NC 27607 566000756 115 271585 0 SUBAWARD UNDER SPONSORED PROGRAMS GRANT GUADALUPE UNION SCHOOL DISTRICT 4465 NINTH ST GUADALUPE CA 93434 770070778 115 51263 0 SUBAWARD UNDER SPONSORED PROGRAMS GRANT QUANSIGHT LLC 8656 W HIGHWAY 71 BLDG F200 AUSTIN TX 78735 824058614 19153 0 SUBAWARD UNDER SPONSORED PROGRAMS GRANT EMMA PENDLETON BRADLEY HOSPITAL 1011 VETERANS MEMORIAL PKWY RIVERSIDE RI 02915 050258806 501(C)(3) 38959 0 SUBAWARD UNDER SPONSORED PROGRAMS GRANT IOWA STATE UNIVERSITY OF SCIENCE AND TECHNOLOGY 1138 PEARSON HALL 505 MORRILL ROAD AMES IA 50011 426004224 115 31461 0 SUBAWARD UNDER SPONSORED PROGRAMS GRANT THE MARINE MAMMAL CENTER 2000 BUNKER ROAD FORT CROCKHITE SAUSALITO CA 94965 510144434 501(C)(3) 27000 0 SUBAWARD UNDER SPONSORED PROGRAMS GRANT UNIVERSITY OF MICHIGAN 3003 SOUTH STATE ST ANN ARBOR MI 48109 386006309 115 62328 0 SUBAWARD UNDER SPONSORED PROGRAMS GRANT CALIFORNIA STRAWBERRY COMMISSION 180 WESTRIDGE DRIVE SUITE 101 WATSONVILLE CA 95076 942850592 115 303274 0 SUBAWARD UNDER SPONSORED PROGRAMS GRANT UNIVESITY OF SOUTH CAROLINA 1600 HAMPTON ST COLUMBIA SC 29208 576001153 115 8246 0 SUBAWARD UNDER SPONSORED PROGRAMS GRANT OREGON HEALTH & SCIENCE UNIVERSITY 3181 SW SAN JACKSON PARK RD PORTLAND OR 972393098 931176109 115 22621 0 SUBAWARD UNDER SPONSORED PROGRAMS GRANT THE PENNSYLVANIA STATE UNIVERSITY 110 TECHNOLOGY CENTER BLDG UNIVERSITY PARK PA 16802 246000376 115 26308 0 SUBAWARD UNDER SPONSORED PROGRAMS GRANT BROWN UNIVERSITY 350 EDDY STREET BOX 1929 PROVIDENCE RI 02912 050258809 501(C)(3) 22661 0 SUBAWARD UNDER SPONSORED PROGRAMS GRANT WAKISH PLLC 766 ASHUE RD WAPATO WA 98951 823512545 38726 0 SUBAWARD UNDER SPONSORED PROGRAMS GRANT MISSISSIPPI STATE UNIVERSITY 245 BARR AVE MCARTHUR HALL MISSISSIPPI STATE MS 39762 646000819 115 28317 0 SUBAWARD UNDER SPONSORED PROGRAMS GRANT PORTLAND STATE UNIVERSITY PO BOX 751-SPA PORTLAND OR 97207 364776757 115 22184 0 SUBAWARD UNDER SPONSORED PROGRAMS GRANT CALIFORNIA STATE UNIVERSITY EAST BAY FOUNDATION INC 25800 CARLOS BEE BLVD HAYWARD CA 94542 941524922 115 8041 0 SUBAWARD UNDER SPONSORED PROGRAMS GRANT UNIVERSITY OF ARKANSAS - DIVISION OF AGRICULTURE 1371 W ALTHEIMER DR FAYETTEVILLE AR 72704 716003252 115 16084 0 SUBAWARD UNDER SPONSORED PROGRAMS GRANT SONOMA STATE UNIVERSITY 1801 E COTATI AVE ROHNERT PARK CA 94928 680338225 115 18841 0 SUBAWARD UNDER SPONSORED PROGRAMS GRANT MONTANA STATE UNIVERSITY 328 MONTANA HALL PO BOX 172470 BOZEMAN MT 59717 816010045 115 67843 0 SUBAWARD UNDER SPONSORED PROGRAMS GRANT HERITAGE UNIVERSITY 3240 FORT RD TOPPENISH WA 98948 911160585 501(C)(3) 12390 0 SUBAWARD UNDER SPONSORED PROGRAMS GRANT RHODE ISLAND HOSPITAL 593 EDDY STREET PROVIDENCE RI 02903 050258954 501(C)(3) 7352 0 SUBAWARD UNDER SPONSORED PROGRAMS GRANT CALIFORNIA STATE UNIVERSITY FRESNO FOUNDATION 4910 N CHESTNUT AVENUE FRESNO CA 93726 946003272 115 62099 0 SUBAWARD UNDER SPONSORED PROGRAMS GRANT CAL POLY POMONA FOUNDATION INC 3801 W TEMPLE AVENUE BLDG 55 POMONA CA 91768 952417645 115 11101 0 SUBAWARD UNDER SPONSORED PROGRAMS GRANT CSU LONG BEACH RESEARCH FOUNDATION 6300 STATE UNIVERSITY DRIVE SUITE 332 LONG BEACH CA 90815 956106694 115 1210945 0 SUBAWARD UNDER SPONSORED PROGRAMS GRANT REGENTS OF THE UNIVERSITY OF CALIFORNIA IRVINE OFFICE OF RESEARCH 160 ALDRICH HALL UCI IRVINE CA 92687 952226406 115 156490 0 SUBAWARD UNDER SPONSORED PROGRAMS GRANT SUPERIOR STATISTICAL RESEARCH 1606 4TH AVE SE SIOUX CENTER IA 51250 821448959 80338 0 SUBAWARD UNDER SPONSORED PROGRAMS GRANT UPPER SALINAS-LAS TABLAS RESOURCE CONSERVATION DISTRICT 9481 EL CAMINO REAL ATASCADERO CA 93422 952746743 115 74033 0 SUBAWARD UNDER SPONSORED PROGRAMS GRANT VIRGINIA POLYTECHNIC INSTITUTE AND STATE UNIVERSITY 201 BURRUSS HALL BLACKSBURG VA 24061 546001805 115 54287 0 SUBAWARD UNDER SPONSORED PROGRAMS GRANT TEXAS A&M 400 HARVEY MITCHELL PKY S STE 300 COLLEGE STATION TX 77845 746000531 115 51994 0 SUBAWARD UNDER SPONSORED PROGRAMS GRANT PARKVIEW HOSPITAL INC 10501 CORPORATE DRIVE FORT WAYNE IN 46845 350868085 49707 0 SUBAWARD UNDER SPONSORED PROGRAMS GRANT OREGON STATE UNIVERSITY A312 KERR ADMIN BLDG CORVALLIS OR 97331 611730890 115 44608 0 SUBAWARD UNDER SPONSORED PROGRAMS GRANT IGNITED 5301 STEVENS CREEK BLVD PO BOX 58059 SANTA CLARA CA 85052 770143865 43412 0 SUBAWARD UNDER SPONSORED PROGRAMS GRANT UNIVERSITY OF ALABAMA 301 ROSE ADMIN BLDG TUSCALOOSA AL 35487 636001138 115 36354 0 SUBAWARD UNDER SPONSORED PROGRAMS GRANT NORTHWEST KERN RCD 5080 CALIFORNIA AVE 150 BAKERSFIELD CA 93309 371769222 115 35280 0 SUBAWARD UNDER SPONSORED PROGRAMS GRANT REGENTS OF THE UNIVERSITY OF CALIFORNIA RIVERSIDE 245 UNIVERSITY OFFICE BLDG RIVERSIDE CA 92521 956006142 115 22500 0 SUBAWARD UNDER SPONSORED PROGRAMS GRANT REGENTS OF THE UNIVERSITY OF CALIFORNIA DAVIS 2801 SECOND STREET DAVIS CA 95618 946036494 115 20988 0 SUBAWARD UNDER SPONSORED PROGRAMS GRANT UNIVERSITY OF CALIFORNIA SAN DIEGO 9500 GILMAN DRIVE LA JOLLA CA 92093 956006144 115 15845 0 SUBAWARD UNDER SPONSORED PROGRAMS GRANT TRUSTEES OF THE CALIFORNIA STATE UNIVERSITY LONG BEACH 401 GOLDEN SHORE LONG BEACH CA 90802 954601267 115 13302 0 SUBAWARD UNDER SPONSORED PROGRAMS GRANT TEHAMA COUNTY RCD 2 SUTTER STREET RED BLUFF CA 96080 680142292 115 12570 0 SUBAWARD UNDER SPONSORED PROGRAMS GRANT COASTAL OCEANS 4607 SE 35TH PL PORTLAND OR 97202 931535913 9700 0 SUBAWARD UNDER SPONSORED PROGRAMS GRANT 42 6 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. X X 0 0 0 0 0 0 0 0 0 CYNTHIA VILLA PART YEAR CHAIR 0 327828 0 0 0 1080 0 46733 0 9981 0 385622 0 0 CYNTHIA JACKSON-ELMOORE VICE CHAIR 0 327960 0 0 0 7200 0 46733 0 19692 0 401585 0 0 DAMON FLEMING SECRETARY/TREASURER 0 278208 0 0 0 0 0 89027 0 27834 0 395069 0 0 KEITH HUMPHREY DIRECTOR 0 291180 0 0 0 0 0 93178 0 26217 0 410575 0 0 SEAN HURLEY DIRECTOR 28959 158434 0 0 0 0 0 38077 0 27783 28959 224294 0 0 CYRUS RAMEZANI DIRECTOR 43237 203294 0 0 0 0 0 56157 0 24701 43237 284152 0 0 STEVEN REIN DIRECTOR 0 135962 0 0 0 0 0 34333 0 27758 0 198053 0 0 DEAN WENDT DIRECTOR 0 254748 0 0 0 480 0 81519 0 27834 0 364581 0 0 CODY VANDORN CEO 26100 284415 0 0 0 0 0 87121 0 27810 26100 399346 0 0 DAN BANFIELD CFO 207177 24474 0 0 0 0 13077 0 23581 0 243835 24474 0 0 DANIEL HOWES CPSU FACULTY (CAFES) 109551 147984 0 0 0 0 0 43515 0 27758 109551 219257 0 0 JAMES DUNNING ASSOC. VP, CORPORATE ENGAG 208941 0 0 0 0 0 19390 0 27815 0 256146 0 0 0 ANDREA BURNS ASSOC. EXEC. DIRECTOR, CPC 184232 0 0 0 0 0 13143 0 2991 0 200366 0 0 0 TIFFANY KRAMLICH CPC DIRECTOR OF HR 170487 0 0 0 0 0 13240 0 9780 0 193507 0 0 0 MATTHEW GRIESHOP DIRECTOR (CAFES) 153479 0 0 0 0 0 12984 0 23468 0 189931 0 0 0 X 22 731138 FAIR MARKET VALUE X OTHER ASSETS 143 278796 ESTIMATED FMV X EQUINE ANIMALS 6 23000 ESTIMATED FMV 0 1 1 PART I, LINE 32B: 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. 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 11B FORM 990 IS REVIEWED BY ACCOUNTING STAFF AND CFO AND PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12C IN ADDITION TO REVIEWING ANNUALLY, THE BOARD MEMBERS DISCLOSE CONFLICTS OF INTEREST DURING THE YEAR AS THEY ARISE. THE BOARD ADDRESSES CONFLICTS OF INTEREST IMMEDIATELY UPON DISCLOSURE. FORM 990, PART VI, SECTION B, LINE 15 AS REQUIRED BY STATE LAW, THE CORPORATION DETERMINES COMPENSATION BASED ON COMPARABILITY OF STATE EMPLOYEES OF THE UNIVERSITY PERFORMING SUBSTANTIALLY SIMILAR SERVICES. FOR NOT SUBSTANTIALLY SIMILAR SERVICES, SALARIES MUST BE AT LEAST EQUAL TO SALARIES PREVAILING IN OTHER EDUCATIONAL INSTITUTIONS OR COMMERCIAL OPERATIONS OF LIKE NATURE BASED ON BIANNUAL SALARY SURVEYS OF OTHER COMMERCIAL AND NON-PROFIT ORGANIZATIONS IN THE AREA OR THE STATE UNIVERSITY SYSTEMS. FORM 990, PART VI, SECTION C, LINE 19 ALL POLICIES, INCLUDING THE CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS AND FORMS 990 FOR THE PAST THREE YEARS ARE AVAILABLE TO THE PUBLIC ON THE CAL POLY CORPORATION WEBSITE AND ARE ALSO AVAILABLE UPON WRITTEN REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS 137,939. 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 HERON HALL SAN LUIS OBISPO CA 93407 204927897 SUPPORT OF CPSU CA 501(C)(3) LINE 5 0 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) LINE 5 0 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) LINE 5 0 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) LINE 7 0 CAL POLY CORPORATION VEBA TRUST CORPORATION ADMIN BLDG 15 SAN LUIS OBISPO CA 93407 467470544 PAYING CERTAIN OTHER POST-EMPLOYMENT BENEFITS FOR ELIGIBLE RETIREES CA 501(C)(9) 0 SPLIT INTEREST TRUSTS (26) CHARITABLE GIFT ANNUITIES CA 0 0 1 1 1 0 0 0 0 0 1 1 1 1 1 1 1 1 1 0 CALIFORNIA POLYTECHNIC STATE UNIVERSITY SAN LUIS OBISPO B 6692754 COST CALIFORNIA POLYTECHNIC STATE UNIVERSITY SAN LUIS OBISPO M 4329278 COST CALIFORNIA POLYTECHNIC STATE UNIVERSITY SAN LUIS OBISPO L 14829436 COST CALIFORNIA POLYTECHNIC STATE UNIVERSITY SAN LUIS OBISPO P 27222789 COST CAL POLY CORPORATION VEBA TRUST Q 1620243 COST CAL POLY CORPORATION VEBA TRUST R 311580 COST CALIFORNIA POLYTECHNIC STATE UNIVERSITY SAN LUIS OBISPO J 802287 COST CALIFORNIA POLYTECHNIC STATE UNIVERSITY SAN LUIS OBISPO K 95161 COST