California Polytechnic State University Foundation

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California Polytechnic State University Foundation Form 990, Revenue, CEO Pay, and IRS Filing Signals

California Polytechnic State University Foundation is surfaced here as a decision-ready nonprofit financial profile, not just a charity listing. The page consolidates IRS Form 990 revenue, expenses, assets, tax-exempt classification, executive compensation, mission score, red flags, and year-by-year filing history so donors, researchers, journalists, and grant teams can answer the common search questions around California Polytechnic State University Foundation in one place.

Is California Polytechnic State University Foundation Legit?

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Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

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Across stored filings, California Polytechnic State University Foundation shows contribution history pending. Next enrichment targets: revenue-source fields, IRS BMF classification.

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Turn this Form 990 profile into a donor-ready report

Request a concise report for California Polytechnic State University Foundation with revenue, expenses, executive compensation, red flags, peer context, and IRS source links. You can also request CSV exports or watchlist updates for future filings.

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California Polytechnic State University Foundation directs 85% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About California Polytechnic State University Foundation

California Polytechnic State University Foundation (EIN: 204927897) is a nonprofit organization based in San Luis Obispo, CA, classified under NTEE code B11. The organization reported total revenue of $87.8M and total assets of $437.0M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of California Polytechnic State University Foundation's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

California Polytechnic State University Foundation is a major nonprofit that has been operating for 20 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 11.8%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Financial Health Grade: A

In 2023, California Polytechnic State University Foundation reported a surplus of $611K with revenue exceeding expenses, holds 104.5 months of operating reserves (strong position), has a debt-to-asset ratio of 3.4% (very low leverage).

Financial Trends

Over 13 years of filings (2011–2023), California Polytechnic State University Foundation's revenue has grown at a compound annual growth rate (CAGR) of 11.8%.

IRS Tax-Exempt Classification

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

Mission Effectiveness Score

NonprofitSpending's AI analysis rates California Polytechnic State University Foundation with a Mission Score of 90 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

• admin: 10%
• programs: 85%
• fundraising: 5%

According to IRS 990 filings, California Polytechnic State University Foundation allocates its expenses as follows: admin: 10%, programs: 85%, fundraising: 5%. With 85% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

• The organization reported a surplus of $611K, with revenue exceeding expenses.
• Debt-to-asset ratio: 3.4%.

Executive Compensation Analysis

The California Polytechnic State University Foundation consistently reports 0% officer compensation across all available filings, indicating that no compensation is paid to its officers, which is highly favorable for a nonprofit of its size with assets exceeding $400 million.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of California Polytechnic State University Foundation's IRS 990 filings:

• Lack of detailed functional expense breakdown in provided summary data

Strengths

The following positive indicators were identified for California Polytechnic State University Foundation:

• Consistent asset growth over a decade
• Zero officer compensation reported across all filings
• Consistent positive net revenue (revenue exceeding expenses)
• Strong financial stability with over $400 million in assets
• High program focus implied by zero officer compensation and asset growth

Frequently Asked Questions about California Polytechnic State University Foundation

Filing History

IRS 990 filing history for California Polytechnic State University Foundation showing financial trends over 13 years of public records:

Over 13 years of IRS 990 filings (2011–2023), California Polytechnic State University Foundation's revenue has grown by 279.8%, moving from $12.4M to $47.0M. Total assets increased by 70.6% over the same period, from $236.6M to $403.7M. Total functional expenses rose by 147.3%, from $18.8M to $46.4M. In its most recent filing year (2023), California Polytechnic State University Foundation reported a surplus of $611K, with revenue exceeding expenses. The organization holds $13.9M in liabilities against $403.7M in assets (debt-to-asset ratio: 3.4%), resulting in net assets of $389.8M.

Year-by-Year Financial Summary

• 2023: Revenue of $47.0M, expenses of $46.4M, and assets of $403.7M (revenue -20.5% year-over-year).
• 2022: Revenue of $59.1M, expenses of $57.5M, and assets of $387.8M (revenue +33.4% year-over-year).
• 2021: Revenue of $44.3M, expenses of $40.3M, and assets of $434.2M (revenue -9.2% year-over-year).
• 2020: Revenue of $48.8M, expenses of $39.3M, and assets of $373.6M (revenue +10.9% year-over-year).
• 2019: Revenue of $44.1M, expenses of $35.4M, and assets of $377.5M (revenue -23.8% year-over-year).
• 2018: Revenue of $57.8M, expenses of $44.4M, and assets of $369.0M (revenue -11.7% year-over-year).
• 2017: Revenue of $65.5M, expenses of $27.0M, and assets of $349.4M (revenue +24.4% year-over-year).
• 2016: Revenue of $52.7M, expenses of $31.2M, and assets of $299.8M (revenue -4.3% year-over-year).
• 2015: Revenue of $55.1M, expenses of $29.9M, and assets of $281.4M (revenue +112.9% year-over-year).
• 2014: Revenue of $25.9M, expenses of $24.1M, and assets of $267.1M (revenue -12.4% year-over-year).
• 2013: Revenue of $29.5M, expenses of $23.0M, and assets of $243.7M (revenue +59.9% year-over-year).
• 2012: Revenue of $18.5M, expenses of $19.3M, and assets of $229.6M (revenue +49.2% year-over-year).
• 2011: Revenue of $12.4M, expenses of $18.8M, and assets of $236.6M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for California Polytechnic State University Foundation:

Data Sources and Methodology

This transparency report for California Polytechnic State University Foundation is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.