2025-05-07T12:29:23-07:00 2024-06-30 954401626 VASIN HEYN AND COMPANY 5000 N PKWY CALABASAS STE 104 CALABASAS CA 91302 990 2023-07-01 952308831 Associated Students Inc California Polytechnic State Univ San Luis Obispo ASSO 8057561281 1 Grand Avenue Bldg 65 212 San Luis Obispo CA 93407 Michelle Crawford Executive Director 2025-05-07 true true Rolland Vasin P00644882 8182223500 2023 2025-03-06 01:10:19Z Michelle Crawford 1 Grand Avenue Bldg 65 212 San Luis Obispo CA 93407 22852019 false X http://www.asi.calpoly.edu X 1964 CA To conduct and sponsor the activities for the convenience of the students, faculty and staff and as a part of the education program of the California Polytechnic State University. See Schedule O 24 24 832 64 210205 799077 1301432 20490590 21104228 29213 109870 330491 336489 21649371 22852019 0 0 10864781 11164625 0 0 9277357 11047745 20142138 22212370 1507233 639649 12679200 12072411 5163177 3916739 7516023 8155672 To conduct and sponsor the activities for the convenience of the students, faculty and staff and as a part of the education program of the California Polytechnic State University. See Schedule O false false 15594559 18746916 Student programs provide for diverse avenues of education: athletic and fitness programs, music, student government, and miscellaneous events for approximately 21,000 students. 4161744 University Union provides for the operation of the facilities for approximately 21,000 students. 1968302 1089178 The children's center provides child care for the children of students and staff in an on-campus facility. The facility also offers the students studying to become teachers hands-on experience dealing with pre-school and elementary-age children. 21724605 true false false false false false false false false false true false false true true true true false false false false false false false false false false false false true false false false false false false false false false false false false false true false false false true 68 0 true 832 true true true false false false false false false 0 false false false false false false false X 24 24 false false true false true true false true false false false true true true true true true true true false CA X X X Heather Zacker 8057565768 1 Grand Ave Bldg 65 Room 212 San Luis Obispo CA 93407 Michelle Crawford Executive Dir. 40.00 0.00 X 201295 0 55682 Carol Brizendine Dir,Business Svcs 40.00 0.00 153369 0 45399 Heather Zacker Director, Finance 40.00 0.00 145193 0 42621 Ron Skamfer Dir,FacilitiesMgmt 40.00 0.00 141723 0 39201 Anthony Colvard IT Coordinator II 40.00 0.00 120395 0 44378 Nancy Clark Asst.Dir-RecSports 40.00 0.00 118936 0 38019 Aaron Fernandez Sec/Treasurer 20.00 0.00 X X 0 9921 0 Ashleigh Spragins Director 10.00 0.00 X 0 3128 0 Marc Cabeliza Director 10.00 0.00 X 0 2603 0 Reagan Denny Director 10.00 0.00 X 0 1524 0 Eva Robin Director 10.00 1.00 X 0 1510 0 Sofia Buduchina Director 10.00 0.00 X 0 734 0 Siddharth Kartha Chairman 20.00 0.00 X X 0 327 0 Kayla Cavazos Director 10.00 0.00 X 0 70 0 Sam Andrews President 20.00 0.00 X X 0 0 0 Aaron Posternack Director 10.00 0.00 X 0 0 0 Alexis Kong Director 10.00 0.00 X 0 0 0 Alyson Engel Director 10.00 0.00 X 0 0 0 Ava Marino Director 10.00 0.00 X 0 0 0 Chloe Fiske Director 10.00 0.00 X 0 0 0 Clark Stafford Director 10.00 0.00 X 0 0 0 David Lopez-Larios Director 10.00 1.00 X 0 0 0 Evelyn Jaminet Director 10.00 0.00 X 0 0 0 Jack Nguyen Director 10.00 0.00 X 0 0 0 Jett Palmer Director 10.00 0.00 X 0 0 0 Joseph Fewel Director 10.00 0.00 X 0 0 0 Rachel Reade Director 10.00 0.00 X 0 0 0 Scott Drouin Director 10.00 0.00 X 0 0 0 Sujanya Srinath Director 10.00 0.00 X 0 0 0 Trey Bernard Director 10.00 0.00 X 0 0 0 Varun Menon Director 10.00 0.00 X 0 0 0 Victor Sepulveda Director 10.00 0.00 X 0 0 0 Zachary Van Blarcom Director 10.00 0.00 X 0 0 0 880911 19817 265300 9 false true false 0 360490 940942 1301432 Membership Dues & Assessments 611710 18746916 18746916 Parent fees 611710 1089178 1089178 Revenue from Operations 900099 1268134 1057929 210205 21104228 109870 109870 0 0 254660 60729 254660 60729 315389 315389 0 0 0 0 Commissions 900099 15359 15359 Miscellaneous Income 900099 5741 5741 21100 22852019 21230512 210205 109870 X 0 0 0 0 262920 262920 0 7617278 7617278 1050389 1050389 1670536 1670536 563502 563502 0 29102 29102 29487 29487 0 0 0 604352 117631 486721 50812 50812 72578 72578 0 0 0 129372 129372 0 0 0 0 0 356691 356691 Scholarships 3848761 3848761 Utilities 1098586 1098586 Outside Services 1060303 1060303 Student Program Activities 981378 981378 2786323 2785279 1044 22212370 21724605 487765 0 1068572 1070413 0 0 170918 192733 0 0 0 45421 36027 228861 366382 6421188 4960094 1509488 1461094 0 0 0 0 9655940 8945762 12679200 12072411 1750591 491654 220113 116628 3192473 3308457 5163177 3916739 X 7516023 8155672 7516023 8155672 12679200 12072411 639649 X false true X true false X 16644054 16451351 17586214 18966294 20048348 89696261 0 0 16644054 16451351 17586214 18966294 20048348 89696261 0 89696261 81898 83398 61587 29213 109870 365966 0 95139 68031 60968 26400 5741 256279 90318506 7041428 0.99310 0.99250 X 3676769 2645785 1030984 2744419 2314309 430110 1461094 Operating lease asset 14148 Related Party Receivable 468607 8945762 Accrued Payroll and Related Liabilities 687828 Funds Held for Others 2248603 Operating lease liability 14148 Related Party Payable 357878 3308457 X 22852019 22852019 22852019 22212370 22212370 22212370 Part X : FIN48 Footnote The Associated Students, Inc. is exempt from Federal income taxes under Section 501(c)(3) of the Internal Revenue Code and California income taxes under section 23701(d) of the California Revenue and Taxation Code. The IRS classified the organization as one that is not a private foundation within the meaning of section 509(a) of the Code because it is an organization described in section(s) 509(a)(1) and 170(b)(1)(A)(vi).The Associated Students, Inc. has adopted Financial Accounting Standards Board Accounting Standards Codification (ASC) Section 740-10, which clarifies the accounting for uncertainty in income taxes. ASC Section 740-10 prescribes a recognition threshold and measurement attribute for the financial statement recognition and measurement of a tax position taken or expected to be taken in a tax return. ASC Section 740-10 requires that an organization recognize in the financial statements the impact of the tax position if that position will more likely than not be sustained on audit, based on the technical merits of the position. As of and for the year ended June 30, 2024, the Associated Students, Inc. had no material unrecognized tax benefits, tax penalties or interest.The Associated Students, Inc.s Forms 990, Return of Organization Exempt from Income Tax, for each of the tax years ended June 30, 2023, 2022, and 2021, are subject to examination by the IRS, generally for 3 years after they were filed.The Associated Students, Inc.s Forms 199, California Exempt Organization Return, for each of the tax years ended June 30, 2023, 2022, 2021, and 2020, are subject to examination by the Franchise Tax Board, generally for 4 years after they were filed. X X X X false false false false false false false false false Anthony Colvard IT Coordinator II 114611 5784 16508 27870 164773 Carol Brizendine Dir,Business Svcs 152187 1182 22242 23157 198768 Heather Zacker Director, Finance 139998 5195 16994 25627 187814 Michelle Crawford Executive Dir. 192748 8547 27802 27880 256977 Nancy Clark Asst.Dir-RecSports 116886 2050 16871 21148 156955 Ron Skamfer Dir,FacilitiesMgmt 140472 1251 20277 18924 180924 Form 990, Part VI, Section A, Line 4 During FY23/24, the Internal Review Committee reviewed and unanimously approved Bill #24-02 ASI Bylaws Amendment- General Updates to the ASI Bylaws.The significant changes were as follows:4.7. Duties of Directors - 4.7.1.3. Generalized to "protected categories" as glossary term instead of providing exhaustive list. More robust to frequent legal updates.4.7.2.1. Removed duty to report to College Club Council on Board of Directors meetings and activities.4.7.2.3. Updated duty of directors to express views of members of the college they represent compared to views of College Club Council.4.7.3.1. Inserted. Specified Board of Directors meetings.4.7.3.1.1. Inserted. Specified quarterly attendance requirement.4.7.3.1.2 Inserted. Separated annual attendance requirement.4.7.3.2. Inserted. Specified quarterly Board of Directors workshop requirement.4.7.3.3. Inserted. Specified quarterly Board of Directors Standing Committee meeting attendance requirement.4.7.3.4. Inserted. Separated adherence of Board of Directors members serving as UUAB Board of Director liaison to the UUAB operations Code attendance requirements.4.8. Term of Office -4.8.3. Specified section referenced as Section 4.5.4.9. Removal of Directors and Filling Vacancies on the ASI Board of Directors -4.9.1.2. Specified section referenced as Section 4.5.4.9.2. Specified resignation letters must be formal.4.9.2. Updated terminology from elected to confirmed and specified section referenced as Section 4.9.6.4.9.3.2. Specified section referenced as Section 4. 7.3.4.9.6.3.1. Updated Capitalization of Academic College.5.1. Regular Meetings of the ASI Board of Directors -5.1. Specified the Standing Rules will be established at the first regular meeting.5.1. Updated "dead week" to "week prior" to the week of "common" final exams.5.1. Generalized to "protected categories" as glossary term instead of providing exhaustive list. More robust to frequent legal updates.5.1.2. Changed to specify Bills to be documents changing the ASI Bylaws instead of ASI Policy.5.1.3. Changed clearing the boardroom during interruption to be a responsibility of the Chair.5.1.3.1. Changed references to "personnel or fiscal policy" to "ASI policy" for simplicity.5.5. Quorum and Voting Requirements -5.5.1 "50% plus one" changed to "simple majority" as glossary term.5.5.1. Specify section referenced as Section 5.1.1.5.5.2. Specify required majority for action item in context.5.5.4.2. Specify section referenced as Section 5.1.1.5.5.5.2./5.5.5.3. Change reference to Section 4 consistent with language elsewhere.5.5.5.4. Change reference to Section 7 consistent with language elsewhere.5.5.6.1. Grammatical change of and to or5.5.6.1. Change reference to Section 7 consistent with language elsewhere.5.6.7. Changed Cal Poly Corporation to Cal Poly Partners.6.5. Duties of Summer Representatives -6.5.3. Stricken. Removed duty of Summer Representatives to report to their respective College Club Councils.6.5.4. Changed printed to included in reference to information on agendas.6.6. Quorum and Voting -6.6.1. Specified simple majority.6.6.2. Specify required majority for action item in context.7.3. Selection of Officers -7.3.1. Removed definition of "simple majority" as it is included as glossary term.7.3.1.3. Added clause preventing students from self-nomination for Chair of UUAB.7.4. Duties of Officers -7.4.2. Changed the availability requirement for ASI President from "during summer quarter" to "at the start of the summer term".7.4.2.4. Grammatical change to separate Academic Senate Committees from university wide Committees.7.4.2.4. Replaced the views represented on Academic Senate Committees and Campus-wide Committees to be that of ASI rather than that of the ASI President.7.4.2.6. Added Executive Cabinet oversight and changed oversight of Executive Cabinet and Executive Staff to be the duty of ASI Chief of Staff in partnershipwith ASI President. Changed "approval" to "ratification".7.4.2.7.1. Renamed Secretary of Diversity and Inclusion to Secretary of Diversity, Equity, Inclusion, and Justice.7.4.2.7.1. Change to require the Executive Cabinet to have a Secretary of Civic Engagement and a Secretary of Health and Wellbeing.7.4.2.7.1. Removed "ASI Chief of Staff" from granting other titles in the Executive Cabinet. This authority is enumerated to the ASI President in the responsibility guide.7.4.2.7.1.1. Specified eligibility qualification per CSU guidelines.7.4.2.7.1.2 Change all instances of "subcommittees" to "duties".7.4.2.7.1.2.1 Updated name and inserted description of the Secretary of Diversity, Equity, Inclusion, and Justice.7.4.2.7.1.2.3 Inserted. Description of role of Secretary of Civic Engagement.7.4.2.7.1.2.4. Inserted. Description of role of Secretary of Health and Wellbeing.7.4.2.7.2. Strike "on a volunteer basis".7.4.2.7.2.1. Updated description of Executive Staff.7.4.2.10. Changed the duty of conducting trainings to ensuring efficacy of trainings.7.4.2.10. Updated reference of diversity, equity, and inclusion training to include justice.7.4.3.11. Changed the duty of conducting trainings to ensuring efficacy of trainings.7.4.3.11. Updated reference of diversity, equity, and inclusion training to include justice.7.4.4.3. Update Vice President of Administration & Finance to Senior Vice President of Administration & Finance.7.4.4.7. Changed the duty of conducting trainings to ensuring efficacy of trainings.7.4.4.7. Updated reference of diversity, equity, and inclusion training to include justice.7.5. Term In Office -7.5.3. Change reference to Section 7 consistent with language elsewhere.7.6. Removal of Officers and Filling Vacancies in Corporate Offices -7.6.3.2. Specified that only student voting members vote during the removal of the Chair of the University Union Advisory Board.7.6.3.2. Removed reference to Section 5.7.7. Subordinates of the Corporation -7.7.1.2. Changed "Subcommittee" to "Committee".7.7.2.3. Specified that only student voting members vote during the removal of the Vice Chair of the University Union Advisory Board.7.7.3.1. Specified the Chief of Staff may not serve on the UUAB during their term.7.7.3.1. Changed "must be approved by a two-thirds ..." to "must be ratified by a two-thirds..." for language consistency.7.7.3.2. Updated duties of Chief of Staff.7.7.3.3.4 Included event and initiative implementation to Chief of Staff's duties.10. ASI Alumni Council - This section was referred to the 2023-2024 ASI Alumni Council. The ad hoc accepted all proposed revisions. Form 990, Part VI, Section A, Line 6 Members are limited to individuals regularly admitted and enrolled as matriculating students at the University. Form 990, Part VI, Section B, Line 11b The Board of Directors meet and review the document prior to filing. Form 990, Part VI, Section B, Line 12c All transactions involving any board member, officer or key employee are reviewed and individuals are notified of any real or perceived conflict. Form 990, Part VI, Section B, Line 15b 15a & 15b - The Board of Directors review and approve. Form 990, Part VI, Section C, Line 19 Documents are available on-line at the organization's web site and for physical inspection at corporate offices. Form 990, Part IX, Line 24e Bank Charges: Column (A) - Total = $81558; Column (B) - Program Services = $81558; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Board Expenses: Column (A) - Total = $21845; Column (B) - Program Services = $21845; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Contributions Expense: Column (A) - Total = $20000; Column (B) - Program Services = $20000; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Depreciation Expense: Column (A) - Total = $249743; Column (B) - Program Services = $248699; Column (C) - Management & General = $1044; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Dues and Subscriptions: Column (A) - Total = $58121; Column (B) - Program Services = $58121; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Education and Training: Column (A) - Total = $50330; Column (B) - Program Services = $50330; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Equipment Rental & Maintenance: Column (A) - Total = $86264; Column (B) - Program Services = $86264; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Food Costs: Column (A) - Total = $41571; Column (B) - Program Services = $41571; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Grants: Column (A) - Total = $117371; Column (B) - Program Services = $117371; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Marketing Expense: Column (A) - Total = $34734; Column (B) - Program Services = $34734; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Net Earnings Transfer: Column (A) - Total = $688894; Column (B) - Program Services = $688894; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Postage and Shipping: Column (A) - Total = $3096; Column (B) - Program Services = $3096; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Printing and Publications: Column (A) - Total = $18075; Column (B) - Program Services = $18075; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Repairs and Maintenance: Column (A) - Total = $717726; Column (B) - Program Services = $717726; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Small Equipment: Column (A) - Total = $303018; Column (B) - Program Services = $303018; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Supplies: Column (A) - Total = $268870; Column (B) - Program Services = $268870; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part IX, Line 24e Telephone: Column (A) - Total = $25107; Column (B) - Program Services = $25107; Column (C) - Management & General = $0; Column (D) - Fundraising = $0 Form 990, Part I, Line 1 and Part III, Line 1 - Organization's Mission To conduct and sponsor the activities for the convenience of the students, faculty and staff and as a part of the education program of the California Polytechnic State University. To provide extra-curricular activities for the convenience of the students, faculty and staff, as a part of the education program of the University. CA Polytechnic St Univ San Luis Obispo 1 Grand Avenue San Luis Obispo CA 93407 770209717 Higher Education CA 115 Line 6 N/A false CA Polytechnic State Univ Foundation One Grand Avenue Bldg 117 San Luis Obispo CA 934070443 204927897 Extra-curricular activities for students CA 501(c)(3) Line 5 N/A false Cal Poly Corporation 1 Grand Avenue Bldg 15 San Luis Obispo CA 93407 951648180 Services and facilities CA 501(c)(3) Line 5 N/A false false false false false false false false false false false false true true false false false false false false CA Polytechnic St Univ San Luis Obispo l 1365169 Payment CA Polytechnic St Univ San Luis Obispo m 3689235 Payment CA Polytechnic State Univ Foundation m 7491 Payment Cal Poly Corporation l 310660 Payment Cal Poly Corporation m 811739 Payment