CAL POLY HUMBOLDT SPONSORED PROGRA… - Form 990 Financial Data

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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

1952

Legal Domicile

Principal Officer

KACIE FLYNN

Phone

7078264189

Tax Period

2023-07-01 to 2024-06-30

CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION, founded in 1952, is a mid-sized nonprofit in the Education sector that reported $55.3M in total revenue in fiscal year 2023. Revenue surged 31% from the prior year, signaling strong growth momentum.

Mission

OUR PRIMARY MISSION IS TO PROMOTE AND FACILITATE RESEARCH ACTIVITY THROUGHOUT THE CAL POLY HUMBOLDT COMMUNITY BY PROVIDING PROFESSIONAL AND ACCESSIBLE PRE AND POST AWARD SERVICES.

Program Service Accomplishments

Program 1

Expenses: $51,156,426 Revenue: $5,588,922

ADMINISTRATION OF EXTERNALLY FUNDED GRANTS AND CONTRACTS AND VARIOUS CAMPUS PROGRAMS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $49,306,532

Program Service Revenue $5,588,922

Investment Income $220,773

Other Revenue $166,083

TOTAL REVENUE $55,282,310

Expense Breakdown

Grants Paid $1,089,920

Salaries & Benefits $23,269,391

Fundraising Expenses $0

Program Expenses $51,156,426

Other Expenses $30,202,026

TOTAL EXPENSES $54,561,337

Year-over-Year Comparison

	2023	2022	Change
Revenue	$55,282,310	$42,167,934	+0.3%
Expenses	$54,561,337	$42,818,688	+0.3%
Net Income	$720,973	$-650,754	-2.1%

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

980

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

$1,990,973

Total Directors

$3,233,116

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS JACKSON	EX-OFFICIO DIRECTOR	1.00	Director	$0	$154,425	$602,153
FRANK WHITLATCH	VICE PRESIDENT, EX-OFFICIO DIRECTOR	1.00	Officer Director	$0	$112,869	$378,363
JENNIFER CAPPS	EX-OFFICIO DIRECTOR, PRESIDENT	1.00	Officer Director	$0	$67,380	$355,374
CHRISSY HOLIDAY	EX-OFFICIO DIRECTOR	1.00	Director	$0	$75,309	$323,283
SHAWNA YOUNG	DEAN DIRECTOR	1.00	Officer Director	$0	$91,524	$290,184
TAYLOR BLOEDEN	FACULTY DIRECTOR	1.00	Director	$0	$57,496	$176,038
KEVIN FINGERMAN	FACULTY DIRECTOR	8.00	Officer Director	$21,455	$57,695	$170,921
JAMES WOGLOM	FACULTY DIRECTOR	5.00	Officer Director	$16,347	$41,647	$165,545
JEFFREY KANE	FACULTY DIRECTOR THRU 09/2023	1.00	Officer Director	$4,189	$58,614	$163,184
KERRY BYRNE	FACULTY DIRECTOR	11.00	Director	$30,907	$50,168	$154,038
AMANDA HAHN	FACULTY DIRECTOR	1.00	Officer Director	$0	$49,087	$153,935
CD HOYLE	FACULTY DIRECTOR	1.00	Director	$4,483	$51,300	$146,224
AMBER GAFFNEY	FACULTY DIRECTOR	1.00	Officer Director	$0	$50,365	$140,224
JAKE VARGAS	GRADUATE STUDENT DIRECTOR	1.00	Director	$0	$0	$9,065
ALICE ZHANG	GRADUATE STUDENT DIRECTOR	1.00	Director	$0	$0	$4,585
JASON RAMOS	COMMUNITY DIRECTOR	1.00	Director	$0	$0	$0
KACIE FLYNN	EXECUTIVE DIRECTOR	40.00	Officer	$0	$50,345	$173,243
KRISTIN JOHNSON	PROGRAM DIRECTOR	40.00	Highest	$171,817	$57,634	$229,451
ANGELA SHULL	PROGRAM DIRECTOR	40.00	Highest	$121,524	$43,388	$164,912
SCOTT ROGALSKI	PROGRAM DIRECTOR	40.00	Highest	$135,060	$27,025	$162,085
SHAWN THOMPSON	PROGRAM DIRECTOR	40.00	Highest	$134,813	$27,009	$161,822
DAVID CARTER	PROGRAM DIRECTOR	40.00	Highest	$132,125	$13,212	$145,337
RONNIE SWARTZ	FORMER FACULTY DIRECTOR	21.00		$77,439	$0	$222,883
ALISON O'DOWD	FORMER VICE PRES & FACULTY DIRECTOR	7.00		$25,488	$0	$155,201
CARLY MARINO	FORMER TREASURER & FACULTY DIRECTOR	0.00		$0	$0	$100,330

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	No data	No data	No data	No data
2024	$55,282,310	$54,561,337	$30,745,445	$720,973
2023	$42,167,934	$42,818,688	$25,495,994	$-650,754
2022	$36,742,965	$36,487,486	$18,307,530	$255,479
2021	$37,766,573	$37,625,804	$15,991,334	$140,769
2020	$34,934,915	$34,590,602	$18,685,136	$344,313
2019	$30,520,243	$31,846,161	$13,984,908	$-1,325,918

CAL POLY HUMBOLDT SPONSORED PROGRAMS FOUNDATION