CALIFORNIA POLYTECHNIC STATE UNIVERSITY ALUMNI ASSOCIATION SAN LUIS OBISPO (EIN 237040360) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1963

Legal Domicile

Principal Officer

TAWNY JAMES

Phone

8057562586

Tax Period

2024-07-01 to 2025-06-30

CALIFORNIA POLYTECHNIC STATE UNIVERSITY ALUMNI ASSOCIATION SAN LUIS OBISPO, founded in 1963, is a small nonprofit that reported $169K in total revenue in fiscal year 2024. Revenue surged 65% from the prior year, signaling strong growth momentum. The organization ran a surplus of $63K, a strong 37% operating margin.

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $20,066

Program Service Revenue $58,006

Investment Income $5

Other Revenue $90,808

TOTAL REVENUE $168,885

Expense Breakdown

Grants Paid $1,338

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $103,016

Other Expenses $104,228

TOTAL EXPENSES $105,566

Year-over-Year Comparison

	2024	2023	Change
Revenue	$168,885	$102,096	+0.7%
Expenses	$105,566	$70,065	+0.5%
Net Income	$63,319	$32,031	+1.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
YVONNE SAMS	President	3.00	Director	$0	$0	$0
JENNIFER FANNING	Vice President	10.00	Director	$0	$0	$0
JOAN PINDER	President	3.00	Director	$0	$0	$0
TAWNY JAMES	CFO	3.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$168,885	$105,566	$1,103,140	$63,319
2024	$102,096	$70,065	$1,038,615	$32,031
2023	$115,893	$148,296	$1,007,509	$-32,403
2022	$114,237	$190,065	$1,058,117	$-75,828
2021	$241,724	$80,799	$1,128,966	$160,925
2020	$137,708	$167,026	$697,198	$-29,318
2019	$441,264	$143,594	$1,001,186	$297,670

CALIFORNIA POLYTECHNIC STATE UNIVERSITY ALUMNI ASSOCIATION SAN LUIS OBISPO