If your organization requires you to hold funds in a bank account that is not maintained by ASI, you must submit a request with supporting documentation.
To obtain a Form 990, feel free to copy and paste the following message into your email to your affiliate organization. Make edits as necessary.
Hello,
I am an elected officer for our chapter at California Polytechnic State University in San Luis Obispo, California. Cal Poly requires a current, completed Form 990 (IRS Document) in order for us to request to bank off-campus. Cal Poly has asked me to email you to request that you submit to me a Form 990 to coincide with CSU requirements for proof of tax exempt status. Here is a blank sample: https://www.irs.gov/pub/irs-pdf/f990.pdf
Please reply to me by email as soon as possible with a pdf attachment of your current, completed Form 990. I will share the form with Cal Poly Clubs & Organizations.
Note: You can accommodate this request because the Form 990 is not a private document. It is open to public inspection. An exempt organization must make available for public inspection and copying its Form 990. For more information, visit the IRS webpage: https://www.irs.gov/charities-non-profits/public-disclosure-and-availability-of-exempt-organizations-returns-and-applications-documents-subject-to-public-disclosure
Questions? Contact: 805.756.5467 | clubs@calpoly.edu
Thank you in advance for emailing me your Form 990.
For RSOs that are affiliated with a national or local organization with 501(c)(3) status, the CSU now specifies an allowance for an exception to the requirement to bank on campus. Proof of 501(c)(3) status is required. Cal Poly has determined that a Form 990 is sufficient proof of 501(c)(3) status.
Yes. An organization can be granted tax-exempt status by the IRS for one year, and not be granted that status in the following year; all organizations must request from the IRS tax-exempt status annually. To verify that an affiliate organization is still tax-exempt, an updated Form 990 must be submitted for each academic year that an RSO wishes to bank off campus.
If an affiliate of an organization is not required to submit to the IRS a Form 990, the student organization should submit documentation related to the IRS which they can provide along with the banking exception request form. At a minimum, the IRS-related documentation should include a taxpayer ID Number. Ultimate approval is at the discretion of the University Controller.