Nonprofit · EIN 23-7040360
CALIFORNIA POLYTECHNIC STATE UNIVERSITY ALUMNI ASSOCIATION
Tax-exempt · SAN LUIS OBISPO, CA 93401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2026 | 990 | $211,777 | $113,128 | $98,649 | $1,201,454 | $4,159 | $1,197,295 |
| June 30, 2025 | 990 | $168,885 | $105,566 | $63,319 | $1,103,140 | $234 | $1,102,906 |
| June 30, 2024 | 990 | $102,096 | $70,065 | $32,031 | $1,038,615 | $19 | $1,038,596 |
Financial details: 990 for the year ended June 30, 2026
Revenue
- Contributions, gifts and grants
- $20,379
- Program service revenue
- $41,870
- Investment income
- $5
- Other revenue
- $149,523
Expenses
- Grants and similar amounts paid
- $9,935
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $2,250
- Travel
- $5,379
- Depreciation
- $2,204
- Program services (functional)
- $112,565
- Management and general (functional)
- $563
Balance sheet and other
- Total assets, start of year
- $1,103,140
- Total assets, end of year
- $1,201,454
- Total liabilities, end of year
- $4,159
- Net assets, end of year
- $1,197,295
- Land, buildings and equipment
- $2,893
- Gross unrelated business income
- $5
- Gross receipts
- $211,777
- Employees
- 0
- Volunteers
- 74
- Year formed
- 1963
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| YVONNE SAMS | President Trustee or director | 3 | $0 |
| JENNIFER FANNING | Vice President Trustee or director | 10 | $0 |
| JOAN PINDER | Vice President Trustee or director | 3 | $0 |
| TAWNY JAMES | CFO Trustee or director | 3 | $0 |
990 for the year ended June 30, 2025: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| YVONNE SAMS | President Trustee or director | 3 | $0 |
| JENNIFER FANNING | Vice President Trustee or director | 10 | $0 |
| JOAN PINDER | President Trustee or director | 3 | $0 |
| TAWNY JAMES | CFO Trustee or director | 3 | $0 |
990 for the year ended June 30, 2024: 24 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATT COHEN | OUT OF STATE REGIONAL DIRE Trustee or director | 1 | $0 |
| SHELLEY MCCRACKEN | REGIONAL DIRECTOR, NORTHER Trustee or director | 1 | $0 |
| BOB WEAVER | REGIONAL DIRECTOR, CENTRAL Trustee or director | 1 | $0 |
| JOHN OSUMI | REGIONAL DIRECTOR, CENTRAL Trustee or director | 1 | $0 |
| ANTHONETTE PENA | REGIONAL DIRECTOR, SOUTHERN CA Trustee or director | 1 | $0 |
| COLBY PEREIRA | COLLEGE OF AGRICULTURE, FO Trustee or director | 1 | $0 |
| FARID SHAHID | COLLEGE OF ARCHITECTURE & Trustee or director | 1 | $0 |
| JONATHAN PECK | ORFALEA COLLEGE OF BUSINES Trustee or director | 1 | $0 |
| JOHN GOBLE | COLLEGE OF ENGINEERING Trustee or director | 1 | $0 |
| DAN RIVOIRE | COLLEGE OF LIBERAL ARTS Trustee or director | 1 | $0 |
| JOAN PINDER | COLLEGE OF SCIENCE & MATHE Trustee or director | 1 | $0 |
| HUNT TURNER | PAST PRESIDENT Trustee or director | 1 | $0 |
| LESLIE NELSON | FACULTY DIRECTOR Trustee or director | 1 | $0 |
| KRAIG SCHEYER | CSU ALUMNI COUNCIL REPRESE Trustee or director | 1 | $0 |
| GRACE LAUER | DIRECTOR AT LARGE Trustee or director | 1 | $0 |
| SHARON LUCAS | AFFINITY DIRECTOR Trustee or director | 1 | $0 |
| BILLY STUBBLEFIELD | ATHLETICS DIRECTOR Trustee or director | 1 | $0 |
| MELISSA TOUSSIMEHR | POLY REPS PRESIDENT Trustee or director | 1 | $0 |
| LAUREN LAYNE | PRESIDENT Officer | 10 | $0 |
| JENNIFER FANNING | EXECUTIVE VICE PRESIDENT Officer | 10 | $0 |
| YVONNE SAMS | PRESIDENT-ELECT Officer | 10 | $0 |
| TAWNY JAMES | CHIEF FINANCIAL OFFICER Officer | 10 | $0 |
| TESSA ESPINOZA | UNIVERSITY REPRESENTATIVE Officer | 1 | $0 |
| KELLEY BANNON LASHLEY | LEGAL COUNSEL (NV) Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1 GRAND AVE ALUMNI HOUSE 28, SAN LUIS OBISPO, CA 93401-0000
- Principal officer (990 for 2025)
- TAWNY JAMES, 1 GRAND AVE ALUMNI HOUSE 28, SAN LUIS OBISPO, CA 93401
- Signed the 990
- TAWNY JAMES, CFO
- Phone
- (805) 756-2586
- Website
- HTTPS://ALUMNI.CALPOLY.EDU/
- Return prepared by
- Maggie Smythe CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 23-7040360 or by the name CALIFORNIA POLYTECHNIC STATE UNIVERSITY ALUMNI ASSOCIATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
THE CAL POLY ALUMNI ASSOCIATION EXISTS TO HELP SUPPORT THE UNIVERSITY'S EDUCATION MISSION BY ENGAGING AND SERVING ALUMNI OF THE UNIVERISITY, AND FOSTERING A LIFELONG CONNECTION BETWEEN THE UNIVERSITY AND ITS ALUMNI.
Program accomplishments
- ALUMNI NEWS-ALUMNI NEWSLETTER AND CHAPTER INVITATIONS SENT TO ALL ALUMNI OF CAPOLYTECHNIC STATE UNIV.GRANTS MADE TO CA POLYTECHNIC STATE UNIV. TO FUND STUDENT SCHOLARSHIPS.SOCIAL EVENTS TO ENGAGE AND SERVE ALUMNI.Expenses $112,565
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | 990 on file |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7040360
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1969
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,201,454
- Income (IRS master file)
- $211,777
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2026 | $211,777 | $113,128 | $1,201,454 | XML |
| 990 | June 2025 | $168,885 | $105,566 | $1,103,140 | XML |
| 990 | June 2024 | $102,096 | $70,065 | $1,038,615 | XML |
| 990 | June 2023 | $115,893 | $148,296 | $1,007,509 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7040360).
Questions about CALIFORNIA POLYTECHNIC STATE UNIVERSITY ALUMNI ASSOCIATION
- What is the EIN of CALIFORNIA POLYTECHNIC STATE UNIVERSITY ALUMNI ASSOCIATION?
- The employer identification number (EIN) of CALIFORNIA POLYTECHNIC STATE UNIVERSITY ALUMNI ASSOCIATION is 23-7040360.
- Is CALIFORNIA POLYTECHNIC STATE UNIVERSITY ALUMNI ASSOCIATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1969.
- Are donations to CALIFORNIA POLYTECHNIC STATE UNIVERSITY ALUMNI ASSOCIATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does CALIFORNIA POLYTECHNIC STATE UNIVERSITY ALUMNI ASSOCIATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CALIFORNIA POLYTECHNIC STATE UNIVERSITY ALUMNI ASSOCIATION due?
- The return for tax year 2026 (the year ending June 30, 2027) is due November 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CALIFORNIA POLYTECHNIC STATE UNIVERSITY ALUMNI ASSOCIATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2026.
- Who is the principal officer of CALIFORNIA POLYTECHNIC STATE UNIVERSITY ALUMNI ASSOCIATION?
- The 990 for the year ended June 30, 2026 names TAWNY JAMES.
- Who are the officers and directors of CALIFORNIA POLYTECHNIC STATE UNIVERSITY ALUMNI ASSOCIATION?
- The 990 for the year ended June 30, 2026 lists 4 people; 0 received compensation from the organization.
- How much revenue does CALIFORNIA POLYTECHNIC STATE UNIVERSITY ALUMNI ASSOCIATION have?
- On its 990 for the year ended June 30, 2026 it reported revenue of $211,777, expenses of $113,128 and total assets of $1,201,454 at year end.
Other nonprofits in SAN LUIS OBISPO
- CAL POLY CORPORATION EIN 95-1648180 · last filed 990 for 2025
- CALIFORNIA POLYTECHNIC STATE UNIVERSITY FOUNDATION EIN 20-4927897 · last filed 990 for 2025
- ASSOCIATED STUDENTS INC EIN 95-2308831 · last filed 990 for 2025
- HOURGLASS PROJECT EIN 83-2082676 · last filed 990 for 2025
- CENTRAL COAST PERFORMING ARTS CENTER COMMISSION EIN 77-0408837 · last filed 990 for 2025
- CAL POLY CORPORATION VEBA TR EIN 46-7470544 · last filed 990 for 2025
- BARON CANYON MUTUAL WATER COMPANY EIN 77-0502041 · last filed 990 for 2025
- SAN LUIS OBISPO SOCCER CLUB EIN 77-0311615 · last filed 990 for 2025