2024-04-19T10:38:42-05:00 2023-06-30 930623286 ALDRICH CPAS AND ADVISORS LLP 7676 HAZARD CENTER DRIVE STE 1300 SAN DIEGO CA 92108 990 2022-07-01 952259044 ASSOCIATED STUDENTS INC CALIFORNIA STATE POLYTECHNIC UNIV POMONA ASSO 9098692800 3801 W TEMPLE AVE BLDG 35 2122 POMONA CA 91768 LIZ ROOSA MILLAR EXECUTIVE DIRECTOR 9098692800 2024-04-18 1 LIZ ROOSA MILLAR 999009999 1 DEBRA D SMITH CPA P00646873 6198104940 2024-04-18 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z LIZ ROOSA MILLAR 3801 W TEMPLE AVE BLDG 35 2122 POMONA CA 91768 22144747 0 X HTTP://ASI.CPP.EDU/ X 1963 CA TO FOSTER STUDENT ADVOCACY, REPRESENTATION, ENGAGEMENT AND ACADEMIC SUCCESS. 14 14 703 4 0 0 11940 11827 21793782 20827353 173278 1053222 -578305 -920140 21400695 20972262 107078 284102 0 0 9351633 11370845 0 0 0 4649964 6334548 14108675 17989495 7292020 2982767 43036726 47184605 6642072 6359712 36394654 40824893 X ASSOCIATED STUDENTS, INC. CALIFORNIA STATE POLYTECHNIC UNIVERSITY POMONA IS A CALIFORNIA STATE UNIVERSITY RECOGNIZED AUXILIARY ORGANIZATION AND A NON-PROFIT CORPORATION THAT SEEKS TO: FOSTER STUDENT ADVOCACY, REPRESENTATION, ENGAGEMENT AND ACADEMIC SUCCESS. TO ESTABLISH OPPORTUNITIES FOR LEARNING, LEADERSHIP AND DEVELOPMENT FOR STUDENTS AND ITS STAFF AND TO CREATE AN ENVIRONMENT THAT PROMOTES COLLABORATIVE PARTNERSHIPS, CULTURAL DIVERSITY AND CAMPUS PRIDE. WE ALSO PROVIDE HIGH QUALITY FACILITIES, PROGRAMS AND SERVICES TO STUDENTS, ADMINISTRATORS, FACULTY, STAFF, ALUMNI AND THE OFF-CAMPUS COMMUNITY. 0 0 10195972 284102 20827353 TO PROVIDE STUDENT SERVICES, PROGRAMS, FACILITIES AND ACTIVITIES FOR CALIFORNIA STATE POLYTECHNIC UNIVERSITY, POMONA STUDENTS. 10195972 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 1 0 1 106 0 703 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 1 1 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X X IVONNE CABEZAS ASSOCIATE DIRECTOR 9098692942 3801 WEST TEMPLE AVE BLDG 35 POMONA CA 91768 ALIZA ORTEGA PRESIDENT 5.00 X X 0 0 0 DANIEL FONCELLO VICE PRESIDENT 5.00 X X 0 0 0 JOSE ALEX CRUZ TREASURER 5.00 X X 0 0 0 MARIA PIA MATOS ATTORNEY GENERAL 5.00 X 0 0 0 ILKE LK SUZER SENATOR PRO-TEMPORE/ENV DESIGN SENATOR 5.00 X 0 0 0 ESPERANZA GABRIELA LOPEZ AGRICULTURE SENATOR 5.00 X 0 0 0 NAMAN PANDADIYA BUSINESS SENATOR 5.00 X 0 0 0 LORELI CLAXTON CEIS SENATOR 5.00 X 0 0 0 RANEEN VACE CLASS SENATOR 5.00 X 0 0 0 NICHOLAS LAU CCHM SENATOR 5.00 X 0 0 0 GUILLERMO NILA TORRES ENGINEERING SENATOR 5.00 X 0 0 0 ALHAM GARCIA SCIENCE SENATOR 5.00 X 0 0 0 SAMANTHA STANLEY SENATOR-AT-LARGE (GREEK) 5.00 X 0 0 0 MORGAN BARNES SENATOR-AT-LARGE (IHC) 5.00 X 0 0 0 JACOB REYES SENATOR-AT-LARGE (SIC) 5.00 X 0 0 0 LIZ ROOSA MILLER EXECUTIVE DIRECTOR 40.00 X 173370 0 23131 DANISHA LAWRENCE DIRECTOR OF HUMAN RESOURCES 40.00 X 113277 0 15761 KRISTA SMITH ASSOCIATE EXECUTIVE DIRECTOR 40.00 X 154115 0 23318 VIRGINIA TEMPLETON DIRECTOR OF ORGANIZATIONAL EFFECTIVENESS 40.00 X 130279 0 18094 571041 0 80304 4 0 1 0 0 11827 11827 11827 STUDENT ACTIVITY FEES 900099 20084965 20084965 CLUB INCOME 900099 342542 342542 ADMINISTRATIVE FEES 900099 140000 140000 BRIC - RECREATION COMPLEX 713940 132770 132770 STUDENT CENTER 900999 98164 98164 28912 28912 20827353 1146481 1146481 153972 1079226 -925254 -925254 -925254 93259 -93259 -93259 -93259 OTHER INCOME 900099 5114 5114 5114 20972262 20827353 0 133082 284102 284102 191768 191768 7517989 4942767 2575222 248661 86013 162648 2822630 802254 2020376 589797 378122 211675 24500 24500 874897 408650 466247 198344 41476 156868 62873 22675 40198 200370 28353 172017 793914 793914 336217 268557 67660 168650 109255 59395 179316 41483 137833 CLUB & PROGRAM EXPENSES 852547 852547 0 0 SUPPLIES 694025 503795 190230 0 CAPITAL EXPENDITURES 555207 0 555207 0 EQUIPMENT EXPENDITURES 416363 176496 239867 0 977325 455513 521812 17989495 10195972 7793523 0 193863 206148 40083215 44155950 292128 715165 197999 55994 2517464 1816885 989461 700579 55863 55863 1224197 1294906 43036726 47184605 1444439 1595398 5197633 4764314 6642072 6359712 X 36394654 40824893 36394654 40824893 43036726 47184605 X 2982767 -157635 1605107 X 0 1 X 1 0 X X 1 CALIFORNIA STATE POLYTECHNIC UNIVERSITY POMONA 954255659 6 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 938391 694224 244167 1517513 1122661 394852 61560 61560 700579 FUNDS HELD FOR OTHERS 178317 POSTRETIREMENT BENEFIT PAYABLE 649856 ACCOUNTS PAYABLE - RELATED PARTY 560549 UNFUNDED PENSION LIABILITY 3375592 4764314 X 21987112 -157635 1079226 921591 21065521 -93259 -93259 20972262 17556873 -525881 -525881 18082754 -93259 -93259 17989495 PART X, LINE 2: ASI FOLLOWS US GAAP RELATED TO THE RECOGNITION OF UNCERTAIN TAX POSITIONS. ASI RECOGNIZES ACCRUED INTEREST AND PENALTIES ASSOCIATED WITH UNCERTAIN TAX POSITIONS AS PART OF THE STATEMENT OF ACTIVITIES, WHEN APPLICABLE. MANAGEMENT HAS DETERMINED THAT ASI HAS NO UNCERTAIN TAX POSITIONS AT JUNE 30, 2023 AND THEREFORE, NO AMOUNTS HAVE BEEN ACCRUED. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED WITH RENTAL INCOME 1,079,226. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF ASSETS -93,259. PART XII, LINE 2D - OTHER ADJUSTMENTS: PENSION AND POSTRETIREMENT RELATED CHANGES OTHER THAN SERVICE COSTS -1,669,155. OTHER COMPONENTS OF NET POSTRETIREMENT BENEFIT COST 64,048. RENTAL EXPENSES NETTED WITH RENTAL INCOME 1,079,226. PART XII, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF ASSETS -93,259. 1 SCHOLARSHIPS 15 284102 X X X 0 0 0 0 0 0 0 0 0 LIZ ROOSA MILLER EXECUTIVE DIRECTOR 173370 0 0 0 0 0 12198 0 10933 0 196501 0 0 0 KRISTA SMITH ASSOCIATE EXECUTIVE DIRECTOR 154115 0 0 0 0 0 14513 0 8805 0 177433 0 0 0 PART I, LINE 3 PERIODICALLY, A CONSULTANT IS CONTRACTED TO EVALUATE COMPENSATION LEVELS. CONSULTANT RECOMMENDATIONS ARE PRESENTED TO THE PERSONNEL REVIEW COMMITTEE COMPOSED OF STUDENT EXECUTIVES AND CAMPUS REPRESENTATIVES FOR REVIEW, APPROVAL, AND APPROPRIATE ACTION. THE ASI BY-LAWS DESCRIBE THE SETTING OF COMPENSATION. BOARD MEMBERS AND OFFICERS 159179 SCHOLARSHIPS - 15 RECIPIENTS MERIT BASED - STUDENT LEADERS FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THE ORGANIZATION ARE THE STUDENTS OF CALIFORNIA STATE POLYTECHNIC UNIVERSITY, POMONA. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS ARE ELECTED AS PART OF ANNUAL UNIVERSITY-WIDE ELECTIONS OPEN FOR VOTING TO ENROLLED CALIFORNIA STATE POLYTECHNIC UNIVERSITY, POMONA STUDENTS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 TAX RETURN IS REVIEWED BY FINANCIAL SERVICES AND IS SIGNED BY THE EXECUTIVE DIRECTOR. WHEN THE TAX RETURN IS SIGNED AND SENT TO THE IRS, A COPY WILL THEN BE POSTED ON THE ASI WEBSITE. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, MANAGEMENT LEVEL EMPLOYEES, ASI SENATE AND THE EXECUTIVE BOARD ARE REQUIRED TO REVIEW THE CONFLICT OF INTEREST POLICY AND SIGN THEIR ACKNOWLEDGEMENT. IF THERE IS A POTENTIAL CONFLICT, THE POLICY GUIDELINES ARE FOLLOWED. FORM 990, PART VI, SECTION B, LINE 15 PERIODICALLY, A CONSULTANT IS CONTRACTED TO EVALUATE COMPENSATION LEVELS. CONSULTANT RECOMMENDATIONS ARE PRESENTED TO LEADERSHIP TEAM FOR APPROVAL AND IMPLEMENTATION. ALL CHANGES ARE CONTINGENT UPON APPROVED BUDGET ALLOCATIONS, WHICH IS APPROVED THROUGH THE BOARD OF DIRECTORS AND UNIVERSITY PRESIDENT. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE READILY AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: PENSION AND POST RETIREMENT RELATED CHANGES OTHER THAN SERVICE COSTS 1,605,107. CALIFORNIA STATE POLYTECHNIC UNIVERSITY POMONA 3801 W TEMPLE AVE POMONA CA 91768 954255659 HIGHER EDUCATION CA 115 N/A 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 CALIFORNIA STATE POLYTECHNIC UNIVERSITY POMONA L 20331923 COST CALIFORNIA STATE POLYTECHNIC UNIVERSITY POMONA P 1402149 COST CALIFORNIA STATE POLYTECHNIC UNIVERSITY POMONA R 4849 COST CALIFORNIA STATE POLYTECHNIC UNIVERSITY POMONA S 1122886 COST