2025-03-26T18:38:33-05:00 2024-06-30 930623286 ALDRICH CPAS AND ADVISORS LLP 680 HAWTHORNE AVE SE 140 SALEM OR 97301 990 2023-07-01 832300241 CAL POLY POMONA PHILANTHROPIC FOUNDATION CALP 9098693419 3801 WEST TEMPLE AVENUE POMONA CA 91768 FRANCES TEVES CHIEF EXECUTIVE OFFICER 9098694789 2025-03-20 1 1 RYAN M JOHNSON CPA P01048788 5035857774 2025-03-20 2023 2025-03-06 01:10:19Z FRANCES TEVES 3801 WEST TEMPLE AVENUE POMONA CA 91768 339686036 0 X HTTPS://WWW.CPP.EDU/PHILANTHROPY X 2018 CA TO PROMOTE, SECURE AND STEWARD PRIVATE SUPPORT FOR THE UNIVERSITY. 28 19 0 1560 0 0 14873020 12578973 59509 37943 -6630617 23209738 -253245 -380493 8048667 35446161 6271810 3360940 0 0 1781455 2599437 0 0 0 5544976 6570179 13598241 12530556 -5549574 22915605 233128639 265452281 1954301 3510654 231174338 261941627 X TO SUPPORT AND ADVANCE THE MISSION OF CALIFORNIA STATE POLYTECHNIC UNIVERSITY, POMONA. TO FULFILL ITS MISSION, THE PHILANTHROPIC FOUNDATION PROMOTES, SECURES AND STEWARDS PRIVATE SUPPORT FOR THE UNIVERSITY THROUGH THE RECEIPT AND MANAGEMENT OF GIFT ASSETS, INCLUDING ENDOWMENT AND PROGRAM FUNDS. 0 0 5292447 33466 CREATION OF NEW ENDOWED FUNDS: NEW ENDOWED FUNDS ARE CREATED WHEN A DONOR PROVIDES A MINIMUM OF $50,000 OF FUNDING TOWARDS A SPECIFIC PROJECT OR SCHOLARSHIP. THE DONOR STIPULATES, AND THE FOUNDATION AGREES THAT THE ORIGINAL AMOUNT OF THE CONTRIBUTION WILL BE INVESTED AND A CERTAIN PERCENTAGE OF THE GIFT FUNDS WILL BE SPENT EACH YEAR. 2806676 2806676 SCHOLARSHIPS: SCHOLARSHIPS PROVIDE FINANCIAL SUPPORT FOR QUALIFIED STUDENTS. RECIPIENTS ARE SELECTED BASED ON CRITERIA ESTABLISHED BY THE DONOR. THAT COULD INCLUDE DEMONSTRATED FINANCIAL NEED OR FOR THOSE WITH A CERTAIN GPA WITHIN A PARTICULAR AREA OF STUDY. 2397665 520798 37943 STUDENT SUPPORT: SUPPORT COMES IN MANY FORMS INCLUDING EQUIPMENT USED IN LAB CLASSES, SUPPLIES NEEDED IN A CLASSROOM, AND TRAVEL EXPENSES RELATED TO CONFERENCES AND SEMINARS. 10496788 1 1 0 0 0 1 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 X 37 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 28 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 CA X X CAL POLY POMONA FOUNDATION INC 9098692950 3801 WEST TEMPLE AVENUE BLDG 55 POMONA CA 91768 SORAYA M COLEY UNIVERSITY PRESIDENT & DIRECTOR 5.00 40.00 X X 0 461355 165680 YSABEL D TRINIDAD CFO & DIRECTOR 5.00 40.00 X X 0 318066 123692 FRANCES TEVES CEO & DIRECTOR 5.00 40.00 X X 0 242854 81485 S TERRI GOMEZ PROVOST AND VICE PRESIDENT OF ACADEMIC AFFAIRS 5.00 40.00 X X 0 241653 105383 CHRISTINA GONZALES VICE PRESIDENT FOR STUDENT AFFAIRS 5.00 40.00 X 0 44094 35915 DANIELE LECESNE INTERIM COO & SPECIAL ADVISOR 5.00 20.00 X X 0 38203 0 DOUGLAS D NELSON COO & DIRECTOR - TERM NOVEMBER 2023 5.00 40.00 X X 0 198624 68644 WINNY DONG SECRETARY & FACULTY REPRESENTATIVE 5.00 40.00 X X 0 176261 72026 MAJED R MUHTASEB FACULTY REPRESENTATIVE 5.00 40.00 X 0 187960 75036 DIANE G MILLER BOARD CHAIR 5.00 X X 0 0 0 DAVID P SINGELYN VICE CHAIR 5.00 X X 0 0 0 DOROTHY L ROBERTS AUDIT COMMITTEE CHAIR 5.00 X X 0 0 0 MICHELE L GENDREAU DEVELOPMENT COMMITTEE CHAIR 5.00 X X 0 0 0 JOHN J RESICH FINANCE AND INVESTMENT COMMITTEE CHAIR 5.00 X X 0 0 0 KRISTIN S CRELLIN NOMINATIONS AND GOVERNANCE 5.00 X X 0 0 0 WALTER ALLEN ALUMNI ASSOCIATE REPRESENT 5.00 X X 0 0 0 AHMED A AL-KHATIB DIRECTOR 5.00 X 0 0 0 MARIA I ALVAREZ DIRECTOR 5.00 X 0 0 0 BRETT D BERGLUND DIRECTOR 5.00 X 0 0 0 RODOLFO DURAN DIRECTOR 5.00 X 0 0 0 LAWRENCE M GATES DIRECTOR 5.00 X 0 0 0 SEAN YU DIRECTOR 5.00 X 0 0 0 SUSAN K KELLOGG-BELL DIRECTOR 5.00 X 0 0 0 JAWAAD MALIK DIRECTOR 5.00 X 0 0 0 GANPAT I PATEL DIRECTOR 5.00 X 0 0 0 WENDY M ROGERS DIRECTOR 5.00 X 0 0 0 SCOTT SCHORK DIRECTOR 5.00 X 0 0 0 SANFORD L SMITH DIRECTOR 5.00 X 0 0 0 IKE SUZER STUDENT REPRESENTATIVE 5.00 X 0 0 0 0 1909070 727861 0 0 1 0 0 867183 318567 11393223 4849192 12578973 PROGRAM INCOME 900099 37943 37943 37943 7682251 7682251 319040115 303512628 15527487 15527487 15527487 346754 867183 727247 -380493 -380493 35446161 37943 0 22829245 X 354178 354178 3006762 3006762 2429517 1644202 785315 29462 29462 140458 140458 638165 638165 1997824 1448688 549136 35228 35228 155072 155072 25669 25669 320559 299467 21092 53031 53031 140560 140560 51045 35046 15999 MEALS/ENTERTAINMENT 885438 885438 SUPPLIES 572158 572158 PRIZES AND AWARD 349198 349198 PARTICIPANT SUPPORT 238665 238665 1107567 1083506 24061 12530556 10496788 2033768 0 977247 320345 2092249 4739065 3782233 3172313 608034 1035889 9193285 582104 8706740 8611181 200647763 227838015 14239081 17494015 2075292 2241458 233128639 265452281 104114 403574 1850187 3107080 1954301 3510654 X 53953008 62437847 177221330 199503780 231174338 261941627 233128639 265452281 22915605 7851684 0 X 0 1 X 1 0 X 155600220 50117395 13586604 14873020 12578973 246756212 155600220 50117395 13586604 14873020 12578973 246756212 246756212 3826020 4068493 6992128 5820827 7682251 28389719 275145931 267267 0.89680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 28302 1 1 1663065 X EDUCATIONAL 0 164794180 3550737 24037250 5292447 852000 186237720 148753352 7546423 14154214 4753369 906440 164794180 165967403 6369980 -18872631 3683102 1028298 148753352 105445508 35322321 31920436 5545454 1175408 165967403 107377345 3811194 4831027 912004 105445508 0.19600 0.80400 0 0 5015474 5015474 4117519 571878 3545641 60292 10226 50066 8611181 ALTERNATIVE INVESTMENTS 17494015 F 17494015 SPLIT INTEREST AGREEMENTS 982142 UNITRUST LIABILITY 258188 ACCOUNTS PAYABLE TO RELATED PARTIES 1866750 3107080 X 43378091 7851684 728336 8580020 34798071 638165 9925 648090 35446161 12610802 728336 728336 11882466 638165 9925 648090 12530556 PART III, LINE 4: THE FINE-ART COLLECTION IS FOR USE BY THE UNIVERSITY TO ACHIEVE ITS EDUCATIONAL MISSION. PART V, LINE 4: PERMANENT ENDOWMENTS ARE FUNDS RECEIVED FROM DONORS WITH THE STIPULATION THAT THE PRINCIPAL REMAINS INTACT AND INVESTED IN PERPETUITY TO PRODUCE INCOME THAT WILL BE DISTRIBUTED AND EXPENDED FOR PURPOSES SPECIFIED BY THE DONOR. PART X, LINE 2: THE PHILANTHROPIC FOUNDATION HAS EVALUATED ITS TAX POSITIONS AND THE CERTAINTY AS TO WHETHER THOSE TAX POSITIONS WILL BE SUSTAINED IN THE EVENT OF AN AUDIT BY TAXING AUTHORITIES AT THE FEDERAL AND STATE LEVELS. THE PRIMARY TAX POSITIONS EVALUATED ARE RELATED TO THE PHILANTHROPIC FOUNDATION'S CONTINUED QUALIFICATION AS A TAX-EXEMPT ORGANIZATION AND WHETHER THERE IS UNRELATED BUSINESS INCOME ACTIVITIES CONDUCTED THAT WOULD BE TAXABLE. MANAGEMENT HAS DETERMINED THAT ALL INCOME TAX POSITIONS ARE MORE LIKELY THAN NOT OF BEING SUSTAINED UPON POTENTIAL AUDIT OR EXAMINATION; THEREFORE, NO DISCLOSURES OF UNCERTAIN INCOME TAX POSITIONS ARE REQUIRED. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED WITH RELATED REVENUE 727,247. LOSS ON SALE OF ASSETS INCLUDED IN EXPENSES 1,089. PART XI, LINE 4B - OTHER ADJUSTMENTS: TO BE IDT/INVOICED EXPENSES NETTED WITH REVENUE 9,925. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED WITH RELATED REVENUE 727,247. LOSS ON SALE OF ASSETS INCLUDED IN EXPENSES 1,089. PART XII, LINE 4B - OTHER ADJUSTMENTS: TO BE IDT/INVOICED EXPENSES NETTED WITH REVENUE 9,925. HOSPITALITY UNCORKED 965596 680377 285219 2874 173303 374293 ASCE COMPETITION 65610 37828 27782 967 15768 39056 1 182731 148978 33753 3167 49602 68217 1213937 867183 346754 3167 3841 238673 481566 727247 -380493 0 CALIFORNIA STATE POLYTECHNIC UNIVERSITY POMONA 3801 W TEMPLE AVE POMONA CA 91768 954255659 115 0 149532 BOOK VALUE EQUIPMENT SUPPORT THE UNIVERSITY CAL POLY POMONA FOUNDATION INC 3801 W TEMPLE AVE POMONA CA 91768 952417645 501C3 204646 0 CHARITABLE 1 0 SCHOLARSHIPS 1376 2806676 STIPENDS 60 200086 0 0 0 0 0 0 0 0 0 SORAYA M COLEY UNIVERSITY PRESIDENT & DIRECTOR 0 461355 0 0 0 0 0 143793 0 21887 0 627035 0 0 YSABEL D TRINIDAD CFO & DIRECTOR 0 318066 0 0 0 0 0 101781 0 21911 0 441758 0 0 S TERRI GOMEZ PROVOST AND VICE PRESIDENT OF ACADEM 0 241653 0 0 0 0 0 77329 0 28054 0 347036 0 0 FRANCES TEVES CEO & DIRECTOR 0 242854 0 0 0 0 0 77713 0 3772 0 324339 0 0 DOUGLAS D NELSON COO & DIRECTOR - TERM NOVEMBER 2023 0 198624 0 0 0 0 0 46733 0 21911 0 267268 0 0 MAJED R MUHTASEB FACULTY REPRESENTATIVE 0 187960 0 0 0 0 0 49885 0 25151 0 262996 0 0 WINNY DONG SECRETARY & FACULTY REPRESENTATIVE 0 176261 0 0 0 0 0 44024 0 28002 0 248287 0 0 PART I, LINE 3 CAL POLY POMONA PHILANTHROPIC FOUNDATION DOES NOT HAVE ANY EMPLOYEES. CALIFORNIA STATE POLYTECHNIC UNIVERSITY, POMONA A RELATED ORGANIZATION, DOES COMPENSATE EMPLOYEES. CALIFORNIA STATE POLYTECHNIC UNIVERSITY, POMONA HAS A FORMAL COMPENSATION REVIEW POLICY. X 1 47500 FAIR MARKET VALUE X 15 4741089 FAIR MARKET VALUE X ALL OTHER NON-CASH 4 53210 FAIR MARKET VALUE X ALCOHOL FOR UNCORKED 2024 1 7393 FAIR MARKET VALUE 0 1 0 FORM 990 PART V LINE 2A AND 2B CAL POLY POMONA PHILANTHROPIC FOUNDATION DOES NOT FILE ANY FORM W-2'S DIRECTLY. EMPLOYEES WORKING WITHIN CAL POLY POMONA PHILANTHROPIC FOUNDATION SHARE A COMMON PAYMASTER WITH THE RELATED ENTITY CAL POLY POMONA FOUNDATION FOR PAYROLL-RELATED RECORDS. CAL POLY POMONA FOUNDATION REPORTS THE TOTAL NUMBER OF W-2'S FILED AND DOES FILE ALL RELATED FEDERAL EMPLOYMENT TAX RETURNS. CAL POLY POMONA PHILANTHROPIC FOUNDATION REIMBURSES CAL POLY POMONA FOUNDATION FOR ALL EMPLOYEE COMPENSATION. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WILL BE REVIEWED BY THE AUDIT COMMITTEE AND A COPY WILL BE AVAILABLE TO ANY BOARD MEMBER. THE FOUNDATION CEO WILL REVIEW AND SIGN THE RETURN. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL SIGNED CONFLICT OF INTEREST FORMS FROM EACH MEMBER. ANY CONFLICT IS REVIEWED BY THE AUDIT COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 CAL POLY POMONA PHILANTHROPIC FOUNDATION DOES NOT HAVE ANY EMPLOYEES. CALIFORNIA STATE POLYTECHNIC UNIVERSITY, POMONA A RELATED ORGANIZATION, DOES COMPENSATE EMPLOYEES. CALIFORNIA STATE POLYTECHNIC UNIVERSITY, POMONA HAS A FORMAL COMPENSATION REVIEW POLICY. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FINANCIALS ARE AVAILABLE ON WEBSITE. POLICIES ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G BANK FEES: PROGRAM SERVICE EXPENSES 1,165. MANAGEMENT AND GENERAL EXPENSES 9. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,174. SERVICES/OTHERS: PROGRAM SERVICE EXPENSES 1,447,523. MANAGEMENT AND GENERAL EXPENSES 549,127. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,996,650. CAL POLY POMONA FOUNDATION INC 3801 W TEMPLE AVE POMONA CA 91768 952417645 ENTERPRISE OPERATIONS FOR CPP & BOOKKEEPING/ACCOUNT MANAGEMENT FOR CPP-PF CA 501(C)(3) LINE 12C, III-FI 0 CALIFORNIA STATE POLYTECHNIC UNIVERSITY POMONA 3801 W TEMPLE AVE POMONA CA 91768 954255659 HIGHER EDUCATION CA 0 CHARITABLE REMAINDER TRUST (3) CA N/A T 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 1 1 0 0 CALIFORNIA STATE POLYTECHNIC UNIVERSITY POMONA B 149532 BOOK VALUE CALIFORNIA STATE POLYTECHNIC UNIVERSITY POMONA Q 244650 BILLED AMOUNT CALIFORNIA STATE POLYTECHNIC UNIVERSITY POMONA P 3719177 BILLED AMOUNT