2026-02-19T17:04:10-06:00 2025-06-30 930623286 ALDRICH CPAS AND ADVISORS LLP 1903 WRIGHT PLACE 180 CARLSBAD CA 92008 990 2024-07-01 832300241 CAL POLY POMONA PHILANTHROPIC FOUNDATION CALP 9098693419 3801 WEST TEMPLE AVENUE POMONA CA 91768 DERRICK FANG CHIEF OPERATING OFFICER 9098693419 2026-02-11 1 1 DEBRA D SMITH CPA P00646873 7604318440 2026-01-31 2024 2025-03-06 01:10:19Z DERRICK FANG 3801 WEST TEMPLE AVENUE POMONA CA 91768 68717008 0 X HTTPS://WWW.CPP.EDU/PHILANTHROPY X 2018 CA TO PROMOTE, SECURE AND STEWARD PRIVATE SUPPORT FOR THE UNIVERSITY. 25 20 0 20 0 0 12578973 11663179 37943 92020 23209738 12734931 -380493 -454672 35446161 24035458 3360940 4121176 0 0 2599437 2793385 0 0 0 6570179 9989268 12530556 16903829 22915605 7131629 265452281 290537647 3510654 2945140 261941627 287592507 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 6826596 1000492 92020 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. 4850753 423125 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. 2701059 2697559 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. 14378408 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 93 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 25 20 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 DOROTHY L ROBERTS AUDIT COMMITTEE CHAIR 5.00 X X 0 0 0 DAVID P SINGELYN VICE CHAIR 5.00 X X 0 0 0 DIANE G MILLER BOARD CHAIR 5.00 X X 0 0 0 KRISTIN S CRELLIN NOMINATIONS AND GOVERNANCE 5.00 X X 0 0 0 FRANCES TEVES CEO & DIRECTOR 5.00 40.00 X X 0 284873 87009 JOHN J RESICH FINANCE AND INVESTMENT COM. CHAIR 5.00 X X 0 0 0 MICHELE L GENDREAU DEVELOPMENT COMMITTEE CHAIR 5.00 X X 0 0 0 YSABEL D TRINIDAD CFO & DIRECTOR 5.00 40.00 X X 0 376600 123429 RODOLFO DURAN DIRECTOR 2.00 X 0 0 0 WENDY M ROGERS DIRECTOR 2.00 X 0 0 0 WALTER ALLEN ALUMNI ASSOCIATE REPRESENTIVE 2.00 X 0 0 0 SUSAN K KELLOGG-BELL DIRECTOR 2.00 X 0 0 0 SORAYA M COLEY UNIVERSITY PRESIDENT & DIRECTOR 5.00 40.00 X 0 477407 156763 SEAN YU DIRECTOR 2.00 X 0 0 0 SCOTT SCHORK DIRECTOR 2.00 X 0 0 0 SANFORD L SMITH DIRECTOR 2.00 X 0 0 0 S TERRI GOMEZ PROVOST AND VICE PRESIDENT 5.00 40.00 X 0 338651 131560 CADE WHEELER STUDENT REPRESENTATIVE 2.00 X 0 0 0 MIKE BECKAGE DIRECTOR 2.00 X 0 0 0 MICHELLE CARDONA INTERIM VICE PRESIDENT FOR ADMINSTRATION 5.00 40.00 X 0 220376 77912 MAJED R MUHTASEB FACULTY REPRESENTATIVE 5.00 40.00 X 0 190913 78119 MARIA I ALVAREZ DIRECTOR 2.00 X 0 0 0 BRETT D BERGLUND DIRECTOR 2.00 X 0 0 0 JAWAAD MALIK DIRECTOR 2.00 X 0 0 0 GANPAT I PATEL DIRECTOR 2.00 X 0 0 0 CHRISTINA GONZALES VICE PRESIDENT FOR STUDENT 5.00 40.00 X 0 310874 60556 LAWRENCE M GATES DIRECTOR 2.00 X 0 0 0 AHMED A AL-KHATIB DIRECTOR 2.00 X 0 0 0 DERRICK FANG DEFACTO OFFICER CHIEF OPERATING OFFICER 0.00 0.00 X 0 0 0 WINNY DONG SECRETARY & FACULTY REP. 5.00 40.00 X 0 144969 73937 DANIELE LECESNE INTERIM COO & SPECIAL ADVISOR 5.00 20.00 X 0 153926 0 0 2498589 789285 0 0 1 0 0 781518 269845 10611816 1822824 11663179 PROGRAM INCOME 900099 92020 92020 92020 10280294 10280294 46361616 43906979 2454637 2454637 2454637 319899 781518 774571 -454672 -454672 24035458 92020 0 12280259 X 4087636 4087636 33540 33540 2585339 1939091 646248 27463 27463 180583 180583 79079 79079 1120061 1120061 3595886 3043713 552173 55247 55247 219510 219510 58395 58395 555634 533832 21802 82572 82572 143935 143935 32634 12388 20246 SUPPLIES 1076382 1076033 349 0 MEALS & REFRESHMENTS 900744 900744 0 0 PRIZES AND AWARD 363906 345906 18000 0 PUBLIC RELATIONS 281350 281350 0 0 1423933 1356470 67463 16903829 14378408 2525421 0 320345 517084 4739065 2100858 3172313 5857676 1035889 1196418 0 13484 9193285 726039 8611181 8467246 227838015 252503157 17494015 17204078 2241458 2677646 265452281 290537647 403574 711983 3107080 2233157 3510654 2945140 X 62437847 70551396 199503780 217041111 261941627 287592507 265452281 290537647 7131629 18519251 0 X 0 1 X 1 0 X 50117395 13586604 14873020 12578973 11663179 102819171 50117395 13586604 14873020 12578973 11663179 102819171 2389974 100429197 4068493 6992128 5820827 7682251 10280294 34843993 137663164 271106 0.72950 0.89680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 31884 1 1 1663065 X EDUCATIONAL 0 186237720 1172814 22682095 1000492 4774927 1051176 203266034 164794180 3550737 24037250 5292447 852000 186237720 148753352 7546423 14154214 4753369 906440 164794180 165967403 6369980 -18872631 3683102 1028298 148753352 105445508 35322321 31920436 5545454 1175408 165967403 0.20400 0.79600 0 0 5015474 5015474 4117519 709129 3408390 60292 16910 43382 8467246 ALTERNATIVE INVESTMENTS 17204078 F 17204078 SPLIT INTEREST AGREEMENTS 1083768 UNITRUST LIABILITY 262349 ACCOUNTS PAYABLE TO RELATED PARTIES 887040 2233157 X 42209219 18519251 774571 19293822 22915397 1120061 1120061 24035458 16558339 774571 774571 15783768 1120061 1120061 16903829 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 774,571. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES NETTED WITH RELATED REVENUE 774,571. HOSPITALITY UNCORKED 928885 671228 257657 86430 145997 394523 ASCE COMPETITION 116322 69680 46642 1470 17920 19862 57498 3 56210 40610 15600 5200 3021 25697 16953 1101417 781518 319899 6670 107371 191556 468974 774571 -454672 0 CALIFORNIA STATE POLYTECHNIC UNIVERSITY POMONA 3801 W TEMPLE AVE POMONA CA 91768 954255659 115 3250659 0 STUDENT SCHOLARSHIPS CALIFORNIA STATE POLYTECHNIC UNIVERSITY POMONA 3801 W TEMPLE AVE POMONA CA 91768 954255659 115 0 298239 FMV EQUIPMENT AND COMPUTERS STUDENT SUPPORT CAL POLY POMONA FOUNDATION INC 3801 W TEMPLE AVE POMONA CA 91768 952417645 501C3 538738 0 CHARITABLE SUPPORT 2 0 STIPENDS 12 33540 0 0 0 0 0 0 0 0 0 SORAYA M COLEY UNIVERSITY PRESIDENT & DIRECTOR 0 477407 0 0 0 0 0 134517 0 22246 0 634170 0 0 YSABEL D TRINIDAD CFO & DIRECTOR 0 376600 0 0 0 0 0 99279 0 24150 0 500029 0 0 S TERRI GOMEZ PROVOST AND VICE PRESIDENT 0 338651 0 0 0 0 0 100658 0 30902 0 470211 0 0 FRANCES TEVES CEO & DIRECTOR 0 284873 0 0 0 0 0 83235 0 3774 0 371882 0 0 CHRISTINA GONZALES VICE PRESIDENT FOR STUDENT 0 310874 0 0 0 0 0 48337 0 12219 0 371430 0 0 MICHELLE CARDONA INTERIM VICE PRESIDENT FOR ADMINSTRA 0 220376 0 0 0 0 0 65717 0 12195 0 298288 0 0 MAJED R MUHTASEB FACULTY REPRESENTATIVE 0 190913 0 0 0 0 0 48826 0 29293 0 269032 0 0 WINNY DONG SECRETARY & FACULTY REP. 0 144969 0 0 0 0 0 43088 0 30849 0 218906 0 0 DANIELE LECESNE INTERIM COO & SPECIAL ADVISOR 0 153926 0 0 0 0 0 0 0 0 0 153926 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 693 FAIR MARKET VALUE X 27757 FAIR MARKET VALUE X 1 4900 FAIR MARKET VALUE X 19 1206692 FAIR MARKET VALUE X 7 173360 FAIR MARKET VALUE X 6 3666 FAIR MARKET VALUE X OTHER NON-CASH 336 248780 FAIR MARKET VALUE X EQUIPMENT 10 143386 FAIR MARKET VALUE X EVENT BEVERAGES 77 13590 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 1,183. MANAGEMENT AND GENERAL EXPENSES 244. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,427. SERVICES/OTHERS: PROGRAM SERVICE EXPENSES 2,916,919. MANAGEMENT AND GENERAL EXPENSES 551,929. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,468,848. OTHER STIPENDS : PROGRAM SERVICE EXPENSES 125,611. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 125,611. 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 115 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 3548898 BOOK VALUE CALIFORNIA STATE POLYTECHNIC UNIVERSITY POMONA Q 256572 BILLED AMOUNT CALIFORNIA STATE POLYTECHNIC UNIVERSITY POMONA P 5770564 BILLED AMOUNT