Cal Poly Humboldt Sponsored Programs Foundation FY2024 filing

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501(c)(3) charity; gifts are tax-deductible.
94¢ of each $1 spent went to programs.
$876K paid to officers and key staff.
Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $418K a year · under 1% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
94%
of spending
Looks good: 94% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$876K
to officers and key staff · 2% of spending
Looks good: pay to officers and key staff is 2% of spending; 15% or less.
Pt VII · Sec A
2 mo
of spending, in cash
Fine: 2.4 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
13
named funders · $2.4M
Looks good: 13 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$21.6M
70% of total assets
Worth a look: liabilities are 70% of assets; over 65%.
Pt X · Ln 26
Independent board members
1
of 15 voting members
Worth a look: 1 of 15 voting members are independent, under half.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$55.3M
+31% vs prior year
Spent
$54.6M
To programs
94%
Net assets
$9.2M
By yearFY2021–FY2025
Revenue
$55.3M
FY2024▲ +31%
Tap a bar for its year
Revenue by fiscal year
FY2021$37.8M
FY2022$36.7M
FY2023$42.2M
FY2024$55.3M
FY2025$61.0M
Expenses
$54.6M
FY2024▲ +27%
Tap a bar for its year
Expenses by fiscal year
FY2021$37.6M
FY2022$36.5M
FY2023$42.8M
FY2024$54.6M
FY2025$59.4M
Net assets
$9.2M
FY2024▲ +9%
Tap a bar for its year
Net assets by fiscal year
FY2021$8.8M
FY2022$9.1M
FY2023$8.4M
FY2024$9.2M
FY2025$10.8M

From the FY2024 Form 990 (year ending June 2024) · figures checked against the IRS filing · see the original

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You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Feb 1952.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

94 cents of each dollar spent went to programs.

Program services 94% · $51.2M Management & general 6% · $3.4M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

25 people listed on the 990; $876K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
Program Director
$171,817Pt VII · Sec A
Program Director
$135,060Pt VII · Sec A
Program Director
$134,813Pt VII · Sec A
Program Director
$132,125Pt VII · Sec A
Program Director
$121,524Pt VII · Sec A
Former Faculty Director
$77,439Pt VII · Sec A
Faculty Director
$30,907Pt VII · Sec A
Former Vice Pres & Faculty Director
$25,488Pt VII · Sec A

Ronnie Swartz’s $74K as Program Director is at the 1st percentile of top reported officer pay among 3683 $10–100M education nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021
Kristin Johnson—$171,817$145,106$162,443$153,467
Scott Rogalski—$135,060———
Shawn Thompson—$134,813———
David Carter—$132,125———
Scott Henry Rogalski——$130,234$121,932—
David John Carter——$124,507$115,145$109,951
Ildefonso Baranano————$122,101
Angela Shull—$121,524———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Cal Poly Humboldt Sponsored Programs Foundation executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Facilitates and promotes research activity within the university community.

Questions for Cal Poly Humboldt Sponsored Programs Foundation

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1 program · $51.2M · in their own filed words · FY2023
01

Administration of externally funded grants and contracts and various campus programs.

$51.2Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
See all 13 funders →
Grants paid · 9 grants · $8.9M · 2020–2024
Unitemized GrantFY2024$4,836,211
Unitemized GrantFY2024$382,695
Cal Poly Humboldt FoundationCA · FY2024$33,850
Unitemized GrantFY2023$864,369
Cal Poly Humboldt FoundationCA · FY2023$119,084
Unitemized GrantFY2022$987,212
Unitemized GrantFY2021$846,200
Unitemized GrantFY2020$769,903
Humboldt State UniversityFY2020$26,062

Federal money

Single Audit · Federal Audit Clearinghouse · money spent from federal programs
Year ending Jun 2025 · $20.6M federal money spent
Small Business Development CentersSmall Business Administration · ALN 59.037 · Direct$4.1M
Foster Care Title Iv-EDepartment of Health and Human Services · ALN 93.658 · Through University of California, Davis and 1 more$2.2M
Partnership AgreementsDepartment of Agriculture · ALN 10.699 · Direct$1.3M
School Safely National ActivitiesDepartment of Education · ALN 84.184 · Direct and through Del Norte County Office of Education and 3 more$1.0M
Trio Talent SearchDepartment of Education · ALN 84.044 · Direct$809K

Plus 79 smaller programs.

The auditor reported no findings.

Year ending Jun 2024 · $23.1M federal money spent
Small Business Development CentersSmall Business Administration · ALN 59.037 · Direct and through Governor's Office of Business and Economic Development$5.5M
Coronavirus State and Local Fiscal Recovery FundsDepartment of the Treasury · ALN 21.027 · Through Oregon Department of Fish and Wildlife and 1 more$2.0M
Partnership AgreementsDepartment of Agriculture · ALN 10.699 · Direct$1.9M
Foster Care Title Iv-EDepartment of Health and Human Services · ALN 93.658 · Through Regents of the University of California$1.8M
Trio Talent SearchDepartment of Education · ALN 84.044 · Direct$886K

Plus 73 smaller programs.

The auditor reported no findings.

Year ending Jun 2023 · $17.6M federal money spent
Small Business Development CentersSmall Business Administration · ALN 59.037 · Direct$5.0M
Foster Care_title Iv-EDepartment of Health and Human Services · ALN 93.658 · Through Regents of the University of California$1.9M
Covid -19 Coronavirus St & Lcl Fisc Rcvy Fds (cslfrf)Department of the Treasury · ALN 21.027 · Through California Volunteers$1.3M
Partnership Agreements Department of Agriculture Forest ServiceDepartment of Agriculture · ALN 10.699 · Direct$978K
Trio - Talent SearchDepartment of Education · ALN 84.044 · Direct$797K

Plus 75 smaller programs.

The auditor reported no findings.

Year ending Jun 2022 · $16.4M federal money spent
Small Business Development CentersSmall Business Administration · ALN 59.037 · Direct$7.1M
Foster Care_title Iv-EDepartment of Health and Human Services · ALN 93.658 · Through Regents of the University of California$1.7M
Higher Education_institutional AidDepartment of Education · ALN 84.031 · Direct$959K
Partnership AgreementsDepartment of Agriculture · ALN 10.699 · Direct$827K
Trio_talent SearchDepartment of Education · ALN 84.044 · Direct$765K

Plus 66 smaller programs.

The auditor reported no findings.

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$55.3M
Ln 12
Gifts and grantsLn 1h$49.3M
Fees for servicesLn 2g$5.6M
Investment incomeLn 3$221K
Money outPt IX
$54.6M
Ln 25
Programscol B$51.2M
Managementcol C$3.4M
Owns and owesPt X
$9.2M
net assets · Ln 32
Cash and savingsLn 1–2$10.9M
Total assetsLn 16$30.7M
LiabilitiesLn 26$21.6M
PeoplePt VI, VII
25
listed · VII A
PaidVII A12
Voting boardVI 1a15
IndependentVI 1b1
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$49.3M
Government grantsLn 1e$40.0M
Fees for servicesLn 2g$5.6M
Investment incomeLn 3$221K
Other incomeLn 4–11$166K
Total revenueLn 12$55.3M
Assets in detailPt X, end of year
CashLn 1$4.2M
SavingsLn 2$6.7M
Cash and savings togetherLn 1–2$10.9M
Accounts receivableLn 4$19.2M
Prepaid expenses and deferred chargesLn 9$89K
Land, buildings, equipmentLn 10c$552K
InvestmentsLn 11–13$300
Total assetsLn 16$30.7M
LiabilitiesLn 26$21.6M
Net assetsLn 32$9.2M
OperationsPt I, VI
EmployeesI 5680
VolunteersI 655
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$8.8M$10.9M
InvestmentsLn 11–13$300$300
Land, buildings, equipmentLn 10c$705K$552K
Total assetsLn 16$25.5M$30.7M
LiabilitiesLn 26$17.1M$21.6M
Net assetsLn 32$8.4M$9.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$226K$226K
Grants to domestic individualsLn 2$864K$864K
Pay of current officers, directors and key staffLn 5$81K$81K
Other salaries and wagesLn 7$17.7M$17.1M$645K
Pension plan contributionsLn 8$870K$823K$48K
Other employee benefitsLn 9$3.2M$3.0M$194K
Payroll taxesLn 10$1.4M$1.3M$51K
Legal feesLn 11b$2K$2K
Accounting feesLn 11c$79K$79K
Other fees for servicesLn 11g$16.7M$14.7M$2.0M
Advertising and promotionLn 12$35K$20K$15K
Office expensesLn 13$1.6M$1.6M$33K
Information technologyLn 14$250K$116K$134K
OccupancyLn 16−$191K−$191K
TravelLn 17$1.9M$1.9M$20K
Conferences, conventions and meetingsLn 19$316K$312K$4K
InterestLn 20$5K$5K
Depreciation, depletion and amortizationLn 22$170K$170K
InsuranceLn 23$179K$51K$128K
Other expenses (24a–d)Ln 24$8.4M$8.4M$16K
All other expensesLn 24e$661K$632K$29K
Total functional expensesLn 25$54.6M$51.2M$3.4M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Nov 5, 2025 $61.0M$59.4M$1.6M$10.8M 990 PDF
FY2024 ViewingFiled with the IRS Nov 13, 2024 $55.3M$54.6M$721K$9.2M 990 PDF
FY2023Filed with the IRS Nov 13, 2023 $42.2M$42.8M−$651K$8.4M 990 PDF
FY2022Filed with the IRS Nov 11, 2022 $36.7M$36.5M$255K$9.1M 990 PDF
FY2021Filed with the IRS Nov 12, 2021 $37.8M$37.6M$141K$8.8M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $55,282,310 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $37,987,717$49,306,532
I-9 Program service revenuePrior year $3,944,754$5,588,922
I-10 Investment incomePrior year $89,854$220,773
I-11 Other revenuePrior year $145,609$166,083
I-12 Total revenuePrior year $42,167,934$55,282,310
I-13 Grants and similar amounts paidPrior year $1,341,930$1,089,920
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $20,847,620$23,269,391
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $20,629,138$30,202,026
I-18 Total expensesPrior year $42,818,688$54,561,337
I-19 Revenue less expensesPrior year −$650,754$720,973
Part VI · Governance 1 of 15 board members independent, no flags
VI-1a Voting members of the governing body15
VI-1b Independent voting members1
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $55,282,310 across 7 lines filed
VIII-1e Government grants$39,989,137
VIII-1f All other contributions, gifts and grants$9,317,395
VIII-1h Total contributions, gifts and grants$49,306,532
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $5,588,922$5,588,922
VIII-3 Investment incomeExcluded from tax $220,773$220,773
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $166,083$166,083
VIII-12 Total revenueRelated to mission $5,588,922 · Unrelated business $0 · Excluded from tax $386,856$55,282,310
Part IX · Statement of functional expenses $54,561,337 across 21 lines filed
IX-1 Grants to domestic organizationsPrograms $225,551$225,551
IX-2 Grants to domestic individualsPrograms $864,369$864,369
IX-5 Pay of current officers, directors and key staffPrograms $80,645$80,645
IX-7 Other salaries and wagesPrograms $17,102,512 · Management $645,195$17,747,707
IX-8 Pension plan contributionsPrograms $822,797 · Management $47,668$870,465
IX-9 Other employee benefitsPrograms $3,006,880 · Management $193,882$3,200,762
IX-10 Payroll taxesPrograms $1,318,753 · Management $51,059$1,369,812
IX-11b Legal feesManagement $1,890$1,890
IX-11c Accounting feesManagement $78,784$78,784
IX-11g Other fees for servicesPrograms $14,728,346 · Management $2,009,293$16,737,639
IX-12 Advertising and promotionPrograms $20,138 · Management $14,523$34,661
IX-13 Office expensesPrograms $1,582,220 · Management $32,891$1,615,111
IX-14 Information technologyPrograms $116,345 · Management $133,874$250,219
IX-16 OccupancyPrograms −$190,637−$190,637
IX-17 TravelPrograms $1,921,871 · Management $19,736$1,941,607
IX-19 Conferences, conventions and meetingsPrograms $312,408 · Management $3,756$316,164
IX-20 InterestPrograms $4,992$4,992
IX-22 Depreciation, depletion and amortizationPrograms $169,877$169,877
IX-23 InsurancePrograms $50,902 · Management $127,709$178,611
IX-24 Other expenses (24a–d)Programs $8,386,467 · Management $15,631$8,402,098
IX-24e All other expensesPrograms $631,990 · Management $29,020$661,010
IX-25 Total functional expensesPrograms $51,156,426 · Management $3,404,911 · Fundraising $0$54,561,337
Part X · Balance sheet $30,745,445 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $4,711,977$4,192,298
X-2 Savings and temporary cash investmentsStart of year $4,082,211$6,739,340
X-4 Accounts receivableStart of year $15,952,037$19,171,777
X-9 Prepaid expenses and deferred chargesStart of year $44,749$89,328
X-10c Land, buildings and equipment, netStart of year $704,720$552,402
X-11 Publicly traded securitiesStart of year $300$300
X-16 Total assetsStart of year $25,495,994$30,745,445
X-17 Accounts payable and accrued expensesStart of year $5,891,514$4,713,274
X-19 Deferred revenueStart of year $11,162,920$16,869,638
X-26 Total liabilitiesStart of year $17,054,434$21,582,912
X-27 Net assets without donor restrictionsStart of year $8,441,560$9,162,533
X-32 Total net assets or fund balancesStart of year $8,441,560$9,162,533
X-33 Total liabilities and net assetsStart of year $25,495,994$30,745,445
Part XI · Reconciliation of net assets $9,162,533 net assets at year end
XI-1 Total revenue$55,282,310
XI-2 Total expenses$54,561,337
XI-3 Revenue less expenses$720,973
XI-4 Net assets at start of year$8,441,560
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$9,162,533

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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