SCRIPPS COLLEGE: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SCRIPPS COLLEGE (EIN 95-1664123)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-06
- IRS object ID
- 202411279349303711
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-06T16:44:33-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Moss Adams LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3121 W March Ln Ste 200 | AddressLine1Txt |
| City | Stockton | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 952192367 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951664123 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Scripps College | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCRI | BusinessNameControlTxt |
| Phone | 9096218043 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1030 Columbia Avenue | AddressLine1Txt |
| City | Claremont | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91711 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mia Alonzo | PersonNm |
| Person Title | Assistant VP/Controller | PersonTitleTxt |
| Phone | 9096070689 | PhoneNum |
| Signature | 2024-04-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Mia | PersonFirstNm |
| Person Last | Alonzo | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Tracy S Paglia | PreparerPersonNm |
| PTIN | P00366884 | PTIN |
| Phone | 2099556100 | PhoneNum |
| Preparation | 2024-04-25 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Amy Marcus-Newhall | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1030 Columbia Avenue | AddressLine1Txt |
| City | Claremont | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $470,867,137 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.scrippscollege.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1926 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | Scripps College ("Scripps") is an independent, liberal arts, undergraduate college for women. | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 1308 | TotalEmployeeCnt |
| Total Volunteers | 524 | TotalVolunteersCnt |
| Total Gross UBI | $3,470,661 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,621,087 | PYContributionsGrantsAmt |
| CY Contributions Grants | $8,617,840 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $84,763,241 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $86,713,338 | CYProgramServiceRevenueAmt |
| PY Investment Income | $27,403,341 | PYInvestmentIncomeAmt |
| CY Investment Income | $17,145,586 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$389,317 | PYOtherRevenueAmt |
| CY Other Revenue | $905,949 | CYOtherRevenueAmt |
| PY Total Revenue | $118,398,352 | PYTotalRevenueAmt |
| CY Total Revenue | $113,382,713 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $21,674,958 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $21,797,513 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $39,756,730 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $41,708,988 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $4,184,533 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $51,605,788 | PYOtherExpensesAmt |
| CY Other Expenses | $52,129,826 | CYOtherExpensesAmt |
| PY Total Expenses | $113,037,476 | PYTotalExpensesAmt |
| CY Total Expenses | $115,636,327 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,360,876 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,253,614 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $703,884,295 | TotalAssetsBOYAmt |
| Total Assets EOY | $717,088,835 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $109,776,263 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $107,288,964 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $594,108,032 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $609,799,871 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To educate women to develop their intellect and talents through active participation in a community of scholars, so that as graduates they may contribute to society through public and private lives of leadership, service, integrity and creativity. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $100,216,540 | ExpenseAmt |
| Grant | $21,797,513 | GrantAmt |
| Revenue | $86,713,338 | RevenueAmt |
| Desc | Scripps College ("Scripps") is an independent, liberal arts college for women with a distinctive interdisciplinary core curriculum offering instruction in the humanities, fine arts, and the natural and social sciences. Scripps has an enrollment of approximately 1,100 students. Founded in 1926, the campus is on the National Register of Historic Places. Its mission is to educate women to develop their intellect and talents through active participation in a community of scholars, so that as graduates they may contribute to society through public and private lives of leadership, service, integrity and creativity. | Desc |
| Total Program Service Expenses | $100,216,540 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1371 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1308 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mia Alonzo | PersonNm |
| Phone | 9096218043 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 S Mills Avenue | AddressLine1Txt |
| City | Claremont | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91711 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (45 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Amy Marcus-Newhall - Dean of | |||||||||
| Faculty/President (as of 03/23) | 40.00 | 1.00 | Yes (X) | Yes (X) | $405,351 | $0 | $59,657 | ||
| Suzanne Keen - President | |||||||||
| (thru 03/23)/Professor (as of 03/23) | 40.00 | 1.00 | Yes (X) | Yes (X) | $298,348 | $0 | $113,174 | ||
| Laura Hockett | |||||||||
| Board Chair/Trustee | 4.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Robert Sacks | |||||||||
| Co-Vice Chair/Trustee | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Kalpana Singh Rhodes | |||||||||
| Co-Vice Chair/Trustee | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Mino Capossela | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Angelica Clark | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Deborah David | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Libby DeMeo | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Patricia Y Fechner | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| John O Fukunaga | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Mark R Herron | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Joan Isaacs | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Patricia Jackson | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Christophe Jungels-Winkler | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| David A Lahar | |||||||||
| Trustee | 2.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| Liz Lee | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Szeyin Lee | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Jennifer McDonnell | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Suzanne Ely Muchnic | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Beth Nolan | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Elizabeth Olson | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Gale Picker | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Dwandalyn Reece | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| H Mac Riley | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Aby Rivera | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Claude Steele | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Lynne Thompson | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Brooke Tomblin | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Carolyn Wu | |||||||||
| Trustee | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Katherine Wyble | |||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| Dean Calvo | |||||||||
| VP/Business Affairs/Treasurer | 40.00 | 1.00 | Yes (X) | $388,901 | $0 | $93,258 | |||
| Denise Nelson Nash | |||||||||
| VP/Secretary of the Board | 40.00 | 0.00 | Yes (X) | $278,951 | $0 | $46,609 | |||
| Diane Holmes - AVP Business | |||||||||
| Affairs/Assistant Treasurer | 40.00 | 0.00 | Yes (X) | $227,092 | $0 | $68,501 | |||
| Gretchen Edwards-Gilbert | |||||||||
| VP for Academic Affairs (thru 06/23) | 40.00 | 0.00 | Yes (X) | $203,256 | $0 | $44,897 | |||
| Jennifer Armstrong - Interim VP of | |||||||||
| Acad Aff & Dean of Fac (as of 5/23) | 40.00 | 0.00 | Yes (X) | $148,105 | $0 | $78,507 | |||
| Mia Alonzo | |||||||||
| Asst VP/Controller | 4.00 | 20.00 | Yes (X) | $0 | $183,403 | $57,934 | |||
| Binti Harvey - VP External | |||||||||
| Relations & Inst. Advancement | 40.00 | 0.00 | $338,404 | $0 | $79,324 | Yes (X) | |||
| Victoria Romero | |||||||||
| VP for Admissions | 40.00 | 0.00 | $242,435 | $0 | $58,240 | Yes (X) | |||
| Adriana di Bartolo-Beckman - Interi | |||||||||
| VP Stud Aff & Dean of Students | 40.00 | 0.00 | $161,928 | $0 | $56,332 | Yes (X) | |||
| Ulysses Sofia | |||||||||
| Faculty | 40.00 | 0.00 | $320,218 | $0 | $66,545 | Yes (X) | |||
| Jennifer Berklas | |||||||||
| AVP - Human Capital & Risk Mgmt | 40.00 | 0.00 | $212,457 | $0 | $51,238 | Yes (X) | |||
| Enrique Gonzalez-Salgado | |||||||||
| AVP - Philanthropy | 40.00 | 0.00 | $196,629 | $0 | $64,111 | Yes (X) | |||
| Nancy Macko | |||||||||
| Faculty | 40.00 | 0.00 | $206,713 | $0 | $47,129 | Yes (X) | |||
| Jeffrey Sessler - Executive | |||||||||
| Director - Information Technology | 40.00 | 0.00 | $182,935 | $0 | $54,558 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,811,723 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $183,403 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,040,014 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 98 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Bon Appetit | |||||
| PO Box 50196 | Los Angeles | CA | 900740196 | Food Services | $4,926,876 |
| KAR Construction Inc | |||||
| 1306 W Brooks St | Ontario | CA | 917623611 | Construction | $4,566,930 |
| Healthcare IT Leaders LLC | |||||
| 925 North Point Pkwy Ste 425 | Alpharetta | GA | 30005 | Staffing Services - IT and Healthcare | $1,566,792 |
| Cambridge Associates LLC | |||||
| 13528 Collection Center Dr | Chicago | IL | 60693 | Investment Management Services | $1,050,611 |
| P3 Claremont Holdings LLC | |||||
| 4100 Carmel Rd Suite B-214 | Charlotte | NC | 28226 | Leasing - Housing | $892,308 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 28 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $294,770 | GovernmentGrantsAmt |
| All Other Contributions | $8,323,070 | AllOtherContributionsAmt |
| Noncash Contributions | $3,605,440 | NoncashContributionsAmt |
| Total Contributions | $8,617,840 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Tuition, Room & Board | 611600 | $84,022,920 | $84,022,920 |
| Co-Curricular Op. | 611600 | $538,403 | $538,403 |
| Fed Grants & Contracts | 611600 | $484,233 | $484,233 |
| Inventory Sales | 459900 | $39,156 | $39,156 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,628,626 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,628,626 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $86,713,338 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,042,989 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $3,470,661 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,572,328 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,065 | TotalRevenueColumnAmt |
| Exclusion | $5,065 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $309,837 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,209,784 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | -$899,947 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$899,947 | TotalRevenueColumnAmt |
| Exclusion | -$899,947 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $367,377,237 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $356,274,640 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,102,597 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,102,597 | TotalRevenueColumnAmt |
| Exclusion | $11,102,597 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Insurance proceeds | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,800,831 | TotalRevenueColumnAmt |
| Exclusion | $1,800,831 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,800,831 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $113,382,713 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $86,713,338 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $3,470,661 | UnrelatedBusinessRevenueAmt |
| Exclusion | $14,580,874 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,797,513 | TotalAmt |
| Program Services | $21,797,513 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,376,532 | TotalAmt |
| Program Services | $1,950,951 | ProgramServicesAmt |
| Management And General | $1,234,242 | ManagementAndGeneralAmt |
| Fundraising | $191,339 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,968,347 | TotalAmt |
| Program Services | $24,979,205 | ProgramServicesAmt |
| Management And General | $1,945,171 | ManagementAndGeneralAmt |
| Fundraising | $2,043,971 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,913,347 | TotalAmt |
| Program Services | $2,523,768 | ProgramServicesAmt |
| Management And General | $191,422 | ManagementAndGeneralAmt |
| Fundraising | $198,157 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,218,035 | TotalAmt |
| Program Services | $3,428,052 | ProgramServicesAmt |
| Management And General | $493,146 | ManagementAndGeneralAmt |
| Fundraising | $296,837 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,232,727 | TotalAmt |
| Program Services | $1,871,360 | ProgramServicesAmt |
| Management And General | $212,706 | ManagementAndGeneralAmt |
| Fundraising | $148,661 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,935,511 | TotalAmt |
| Program Services | $1,923,725 | ProgramServicesAmt |
| Fundraising | $11,786 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $304,888 | TotalAmt |
| Program Services | $72,525 | ProgramServicesAmt |
| Management And General | $210,870 | ManagementAndGeneralAmt |
| Fundraising | $21,493 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $241,135 | TotalAmt |
| Management And General | $241,135 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,978,755 | TotalAmt |
| Management And General | $1,978,755 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,947,606 | TotalAmt |
| Program Services | $4,982,949 | ProgramServicesAmt |
| Management And General | $758,637 | ManagementAndGeneralAmt |
| Fundraising | $206,020 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $333,938 | TotalAmt |
| Program Services | $221,660 | ProgramServicesAmt |
| Management And General | $45,903 | ManagementAndGeneralAmt |
| Fundraising | $66,375 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,847,078 | TotalAmt |
| Program Services | $4,545,765 | ProgramServicesAmt |
| Management And General | $197,914 | ManagementAndGeneralAmt |
| Fundraising | $103,399 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,388,003 | TotalAmt |
| Program Services | $1,064,785 | ProgramServicesAmt |
| Management And General | $238,999 | ManagementAndGeneralAmt |
| Fundraising | $84,219 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,998,130 | TotalAmt |
| Program Services | $3,294,280 | ProgramServicesAmt |
| Management And General | $595,276 | ManagementAndGeneralAmt |
| Fundraising | $108,574 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,232,020 | TotalAmt |
| Program Services | $1,030,449 | ProgramServicesAmt |
| Management And General | $73,342 | ManagementAndGeneralAmt |
| Fundraising | $128,229 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $747,000 | TotalAmt |
| Program Services | $610,505 | ProgramServicesAmt |
| Management And General | $55,828 | ManagementAndGeneralAmt |
| Fundraising | $80,667 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,501,101 | TotalAmt |
| Program Services | $2,429,030 | ProgramServicesAmt |
| Management And General | $49,862 | ManagementAndGeneralAmt |
| Fundraising | $22,209 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $218,026 | TotalAmt |
| Program Services | $127,489 | ProgramServicesAmt |
| Management And General | $85,514 | ManagementAndGeneralAmt |
| Fundraising | $5,023 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,437,753 | TotalAmt |
| Program Services | $9,224,442 | ProgramServicesAmt |
| Management And General | $137,775 | ManagementAndGeneralAmt |
| Fundraising | $75,536 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $810,860 | TotalAmt |
| Program Services | $151,444 | ProgramServicesAmt |
| Management And General | $659,416 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Related Orgs and Affili | $13,747,723 | $11,873,631 | $1,735,009 | $139,083 |
| Repairs & Maintenance | $1,426,604 | $1,365,184 | $48,796 | $12,624 |
| Non-Capitalized Equipme | $487,205 | $466,012 | $17,481 | $3,712 |
| Books | $169,559 | $162,581 | $3,330 | $3,648 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $376,931 | TotalAmt |
| Program Services | $119,235 | ProgramServicesAmt |
| Management And General | $24,725 | ManagementAndGeneralAmt |
| Fundraising | $232,971 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,636,327 | TotalAmt |
| Program Services | $100,216,540 | ProgramServicesAmt |
| Management And General | $11,235,254 | ManagementAndGeneralAmt |
| Fundraising | $4,184,533 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $310,622 | BOYAmt |
| EOY | $349,082 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,669,115 | BOYAmt |
| EOY | $36,515,475 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,068,761 | BOYAmt |
| EOY | $3,095,846 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,643,975 | BOYAmt |
| EOY | $3,407,809 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,214 | BOYAmt |
| EOY | $216,428 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,194 | BOYAmt |
| EOY | $34,705 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $605,600 | BOYAmt |
| EOY | $543,727 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $253,600,037 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $110,970,615 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,391,610 | BOYAmt |
| EOY | $142,629,422 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $195,522,630 | BOYAmt |
| EOY | $223,858,418 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $284,538,663 | BOYAmt |
| EOY | $281,821,885 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,545,495 | BOYAmt |
| EOY | $2,283,114 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,537,416 | BOYAmt |
| EOY | $22,332,924 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $703,884,295 | BOYAmt |
| EOY | $717,088,835 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,476,436 | BOYAmt |
| EOY | $5,941,145 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,304,780 | BOYAmt |
| EOY | $2,897,699 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,408,579 | BOYAmt |
| EOY | $93,112,167 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,842 | BOYAmt |
| EOY | $108,465 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,484,626 | BOYAmt |
| EOY | $5,229,488 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,776,263 | BOYAmt |
| EOY | $107,288,964 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $142,432,549 | BOYAmt |
| EOY | $140,571,257 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $451,675,483 | BOYAmt |
| EOY | $469,228,614 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $594,108,032 | BOYAmt |
| EOY | $609,799,871 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $703,884,295 | BOYAmt |
| EOY | $717,088,835 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$2,253,614 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $20,866,208 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$2,920,755 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,327,176 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,695,928 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,748,939 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,621,087 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,617,840 | CurrentTaxYearAmt |
| Total | $46,010,970 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $13,327,176 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,695,928 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,748,939 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,621,087 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,617,840 | CurrentTaxYearAmt |
| Total | $46,010,970 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,187,212 | SubstantialContributorsTotAmt |
| Public Support Total170 | $43,823,758 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,120,672 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,627,717 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,089,339 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,837,243 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,887,230 | CurrentTaxYearAmt |
| Total | $15,562,201 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $39,114 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $3,057,476 | CurrentTaxYearAmt |
| Total | $3,096,590 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $1,800,831 | CurrentTaxYearAmt |
| Total | $1,800,831 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $66,470,592 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $377,758,966 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.65930 | PublicSupportCY170Pct |
| Public Support PY170 | 0.72630 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part II, Line 10, Explanation of Other Income: | FormAndLineReferenceDesc |
| Explanation | Insurance Proceeds | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $4 | RevenuesIncludedAmt |
| Assets Included | $21,611,563 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $461,984,982 | BeginningYearBalanceAmt |
| Contributions | $4,259,198 | ContributionsAmt |
| Investment Earnings Or Losses | $34,337,050 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,469,073 | GrantsOrScholarshipsAmt |
| Other Expenditures | $14,133,776 | OtherExpendituresAmt |
| Administrative Expenses | $2,168,315 | AdministrativeExpensesAmt |
| End Year Balance | $479,810,066 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $542,361,961 | BeginningYearBalanceAmt |
| Contributions | $2,070,521 | ContributionsAmt |
| Investment Earnings Or Losses | -$62,217,342 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,066,291 | GrantsOrScholarshipsAmt |
| Other Expenditures | $15,508,404 | OtherExpendituresAmt |
| Administrative Expenses | $1,655,463 | AdministrativeExpensesAmt |
| End Year Balance | $461,984,982 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $377,593,995 | BeginningYearBalanceAmt |
| Contributions | $3,740,526 | ContributionsAmt |
| Investment Earnings Or Losses | $185,296,421 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,679,783 | GrantsOrScholarshipsAmt |
| Other Expenditures | $17,450,256 | OtherExpendituresAmt |
| Administrative Expenses | $1,138,942 | AdministrativeExpensesAmt |
| End Year Balance | $542,361,961 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $379,679,497 | BeginningYearBalanceAmt |
| Contributions | $2,633,315 | ContributionsAmt |
| Investment Earnings Or Losses | $12,202,738 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,905,321 | GrantsOrScholarshipsAmt |
| Other Expenditures | $12,111,195 | OtherExpendituresAmt |
| Administrative Expenses | $905,039 | AdministrativeExpensesAmt |
| End Year Balance | $377,593,995 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $367,888,532 | BeginningYearBalanceAmt |
| Contributions | $4,489,591 | ContributionsAmt |
| Investment Earnings Or Losses | $24,316,532 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,855,052 | GrantsOrScholarshipsAmt |
| Other Expenditures | $12,158,843 | OtherExpendituresAmt |
| Administrative Expenses | $1,001,263 | AdministrativeExpensesAmt |
| End Year Balance | $379,679,497 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.09950 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.38170 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.51880 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,080,110 | OtherCostOrOtherBasisAmt |
| Book Value | $15,080,110 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $930,417 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $189,054,099 | OtherCostOrOtherBasisAmt |
| Depreciation | $84,343,326 | DepreciationAmt |
| Book Value | $105,641,190 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,729,272 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,382,303 | DepreciationAmt |
| Book Value | $3,346,969 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $29,451,554 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,310,537 | DepreciationAmt |
| Book Value | $10,141,017 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,354,585 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,934,449 | DepreciationAmt |
| Book Value | $8,420,136 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $142,629,422 | TotalBookValueLandBuildingsAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $25,925,186 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Private equity | $187,077,559 | F |
| Diversifying hedge funds | $55,369,315 | F |
| Investments held at cost | $6,695 | C |
| Growth oriented hedge funds | $12,774,440 | F |
| Other investments | $668,690 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $281,821,885 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Life income and annuities payable | $3,073,761 |
| Asset retirement obligation | $1,339,705 |
| Finance lease obligation | $730,138 |
| Government advances for student loans | $85,884 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,229,488 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $107,598,611 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $20,866,208 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,777,870 | OtherRevenueAmt |
| Revenue Not Reported | $22,644,078 | RevenueNotReportedAmt |
| Revenue Subtotal | $84,954,533 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,978,755 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $26,449,425 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $28,428,180 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $113,382,713 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $91,906,772 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | -$572,867 | OtherExpensesIncludedAmt |
| Expenses Not Reported | -$572,867 | ExpensesNotReportedAmt |
| Expenses Subtotal | $92,479,639 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,978,755 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $21,177,933 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $23,156,688 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $115,636,327 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 4: | The College capitalizes its collections of works of art and rare books at their appraised or estimated fair value upon date of gift. In some cases, collection items held solely for their potential educational value or historic significance, or where the cost to establish the current fair value was deemed to exceed the benefit, were not assigned value for the purpose of capitalization. Purchased collections are valued at cost. If the College decides to sell collections proceeds from sales of will be used to acquire other items for the collection or support the direct care of existing collections. |
| Part IV, Line 2b: | The amounts in Funds Held in Trust for Others are funds held for third party remainderman on charitable remainder trusts and an amount for a private loan program. The amount held for the third party remainderman is held by a third party administrator and the loan program is held with the College. |
| Part V, Line 4: | The College invests its endowment with the objective to preserve and enhance its purchasing power to support the core mission of the College. The Board of Trustees has adopted a spending policy for pooled investments whereby the amount of investment return available for current operations is determined by applying 4.5% and 5.0% to the twenty-quarter average market value of pooled investments for the years ended June 30, 2023 and 2022, respectively. The Board of Trustees of the College interprets the California Uniform Prudent Management of Institutional Funds (UPMIFA) to state that the College, in the absence of explicit donor stipulations to the contrary, may appropriate for expenditure or accumulate so much of an endowment as the College determines prudent for the uses, benefits, purposes, and duration for which the endowment fund is established. The College classifies perpetual endowment funds as net assets with donor restrictions, the original value of gifts to the endowment and the accumulations made in accordance with the donor intent until those amounts are appropriated for expenditure by the College in a manner consistent with the standard of prudence prescribed by California UPMIFA which includes the: (1) Duration and preservation of the fund (2) Mission of the College and endowment fund purpose (3) General economic conditions (4) Possible effects of inflation or deflation (5) Expected total return from income and appreciation and depreciation of investments (6) Other resources of the College (7) Investment policy of the College |
| Part X, Line 2: | The objective of the College is to maintain and conduct a 501(c)(3) nonprofit educational institution. The primary purpose of accounting and reporting is the recording of resources received and applied rather than the determination of net income. The College had no uncertain tax positions and/or obligations at June 30, 2023 and 2022. The College has no unrecognized tax benefits as of June 30, 2023 and 2022. |
| Part XI, Line 2d - Other Adjustments: | Actuarial Adjustment of Annuity and Life Income Liabilities 561,479. Rental Expense 1,209,784. Pledge Write-offs 6,607. |
| Part XI, Line 4b - Other Adjustments: | Student Financial Aid 21,177,933. Unrelated Business Income/Loss from Alternative Investments 3,470,661. Insurance Proceeds 1,800,831. |
| Part XII, Line 2d - Other Adjustments: | Rental Expense 1,209,784. Insurance Proceeds -1,800,831. Capital Contribution to SPPH 18,180. |
| Part XII, Line 4b - Other Adjustments: | Student Financial Aid 21,177,933. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 | The racially nondiscriminatory policy is stated in brochures, the College catalog, and is accessible on the College's website. |
| Schedule E, Part I, Line 6 | The College participates in the following federal programs: Federal Supplemental Educational Opportunity; Federal Family Education Loans; Federal Work-Study Program; Federal Perkins Loans; Federal Pell Grant Program. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Investments | $192,182,583 |
| Europe | 0 | 0 | Investments | $1,681,617 |
| East Asia and the Pacific | 0 | 0 | Investments | $3,762,799 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $197,626,999 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $197,626,999 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, line 3: | Accrual Method |
| Part III Accounting Method: |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Student Financial Aid | 615 | $21,177,933 |
| FSEOG | 47 | $173,924 |
| Other Awards | 327 | $445,656 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Grants for tuition assistance (Student Financial Aid and FSEOG) are non-cash transactions and are applied directly to each student account to offset student charges. All other awards are direct grants to students with physical checks or ACH transactions being processed. Outstanding checks are monitored to ensure that checks are received and cashed. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (16 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dean Calvo | ||||||||||||||
| VP/Business Affairs/Treasurer | $388,901 | $0 | $0 | $0 | $0 | $0 | $57,100 | $0 | $36,158 | $0 | $482,159 | $0 | $0 | $0 |
| Amy Marcus-Newhall - Dean of | ||||||||||||||
| Faculty/President (as of 03/23) | $405,351 | $0 | $0 | $0 | $0 | $0 | $56,278 | $0 | $3,379 | $0 | $465,008 | $0 | $0 | $0 |
| Binti Harvey - VP External | ||||||||||||||
| Relations & Inst. Advancement | $338,404 | $0 | $0 | $0 | $0 | $0 | $57,100 | $0 | $22,224 | $0 | $417,728 | $0 | $0 | $0 |
| Suzanne Keen - President | ||||||||||||||
| (thru 03/23)/Professor (as of 03/23) | $286,649 | $0 | $0 | $0 | $11,699 | $0 | $32,100 | $0 | $81,074 | $0 | $411,522 | $0 | $0 | $0 |
| Ulysses Sofia | ||||||||||||||
| Faculty | $320,218 | $0 | $0 | $0 | $0 | $0 | $55,188 | $0 | $11,357 | $0 | $386,763 | $0 | $0 | $0 |
| Denise Nelson Nash | ||||||||||||||
| VP/Secretary of the Board | $278,951 | $0 | $0 | $0 | $0 | $0 | $36,600 | $0 | $10,009 | $0 | $325,560 | $0 | $0 | $0 |
| Victoria Romero | ||||||||||||||
| VP for Admissions | $242,435 | $0 | $0 | $0 | $0 | $0 | $48,548 | $0 | $9,692 | $0 | $300,675 | $0 | $0 | $0 |
| Diane Holmes - AVP Business | ||||||||||||||
| Affairs/Assistant Treasurer | $227,092 | $0 | $0 | $0 | $0 | $0 | $46,728 | $0 | $21,773 | $0 | $295,593 | $0 | $0 | $0 |
| Jennifer Berklas | ||||||||||||||
| AVP - Human Capital & Risk Mgmt | $212,040 | $0 | $417 | $0 | $0 | $0 | $41,874 | $0 | $9,364 | $0 | $263,695 | $0 | $0 | $0 |
| Enrique Gonzalez-Salgado | ||||||||||||||
| AVP - Philanthropy | $196,629 | $0 | $0 | $0 | $0 | $0 | $41,825 | $0 | $22,286 | $0 | $260,740 | $0 | $0 | $0 |
| Nancy Macko | ||||||||||||||
| Faculty | $206,713 | $0 | $0 | $0 | $0 | $0 | $37,432 | $0 | $9,697 | $0 | $253,842 | $0 | $0 | $0 |
| Gretchen Edwards-Gilbert | ||||||||||||||
| VP for Academic Affairs (thru 06/23) | $193,723 | $0 | $0 | $0 | $9,533 | $0 | $36,600 | $0 | $8,297 | $0 | $248,153 | $0 | $0 | $0 |
| Mia Alonzo | ||||||||||||||
| Asst VP/Controller | $0 | $177,443 | $0 | $5,000 | $0 | $960 | $0 | $31,372 | $0 | $26,562 | $0 | $241,337 | $0 | $0 |
| Jeffrey Sessler - Executive | ||||||||||||||
| Director - Information Technology | $182,935 | $0 | $0 | $0 | $0 | $0 | $37,679 | $0 | $16,879 | $0 | $237,493 | $0 | $0 | $0 |
| Jennifer Armstrong - Interim VP of | ||||||||||||||
| Acad Aff & Dean of Fac (as of 5/23) | $148,105 | $0 | $0 | $0 | $0 | $0 | $34,569 | $0 | $43,938 | $0 | $226,612 | $0 | $0 | $0 |
| Adriana di Bartolo-Beckman - Interi | ||||||||||||||
| VP Stud Aff & Dean of Students | $161,928 | $0 | $0 | $0 | $0 | $0 | $31,616 | $0 | $24,716 | $0 | $218,260 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 1a | FormAndLineReferenceDesc |
| Explanation | The President's written contract allows for first-class travel when travelling during off-peak hours or foregoing a one-night hotel stay. The value of first-class travel was not included in taxable compensation. The President's written contract includes housing as a condition of employment which was not included in taxable compensation. Cleaning services to the President's house are provided as maintenance of a campus-owned building, which is used for institutional events as well as being the personal residence of the President and family. No material services were performed in the private use portion of the residence, therefore, the value of the services was not included in taxable compensation. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| California Municipal Finance Authority | ||||||||
| A | 201563466 | 000000000 | 2020-10-20 | $100,000,000 | To refund the CMFA 2017 Tax-Exempt Loan and renovate college buildings. | 0 | 0 | 0 |
| California Municipal Finance Authority | ||||||||
| B | 201563466 | 000000000 | 2022-07-01 | $25,000,000 | SPPH guarantee | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $6,197,147 | $99,500,000 | $258,070 | $14,473,278 | $84,768,652 | 2020 | Yes (1) | Yes (1) | Yes (1) | Yes (1) |
| B | $13,975,015 | $146,696 | $13,828,319 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | Yes (1) | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, part I, line A, column (f): | Description of Purpose: To refund the CMFA 2017 Tax-Exempt Loan and for the purchase and renovation of various college buildings. |
| Schedule K, Part II, Line 3, Bonds A and B: | The difference between the issue price and the total proceeds of the issue for Bond A is due to the bond discount. The difference between the issue price and the total proceeds of the issue for Bond B is due to the full tax-exempt loan not be fully drawn by the end of the tax year as well as the bond discount. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 26 | ContributionCnt |
| Noncash Contributions Rpt F990 | $3,599,932 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Supplies | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,504 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Column (b): | FormAndLineReferenceDesc |
| Explanation | The College is reporting the number of contributions in column (b). | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 1a | The Executive Committee is composed of the Chair of the Board, the Vice-Chair(s) of the Board, the President of the College, the Chair of each Standing Committee of the Board of Trustees, the Chair of each committee of the Board of Trustees, and such other Trustees appointed. Subject to limitations contained in California Corporations Code Section 5212(a) and additional limitations contained in the Scripps College Bylaws, when the Scripps College Board of Trustees is not in session, the Executive Committee has the authority of the Board of Trustees. |
| Form 990, Part VI, Section A, line 7a | The Board of Trustees has three ex-officio trustees: the President of the College, the President of the College's Alumnae Association, and the Chair of the Scripps Association of Families. Two Recent Graduate Trustees are elected by the Alumnae Association. |
| Form 990, Part VI, Section B, line 11b | Scripps utilizes a process for review of the IRS Form 990 Return of Organization Exempt From Income Tax (Form 990) that involves members of management as well as governing board members. Scripps has engaged an outside accounting firm to prepare the Form 990 using information provided by Financial Services, the Office of Human Resources, and the Treasurer's Office. Corrections are made as needed. Once a revised draft is available it is reviewed by the Controller, Assistant Controller, Budget Financial Analyst, Associate Vice President for Business Affairs/Assistant Treasurer and Senior Accountant. After this review and any resulting changes are complete, the Trustees are provided a copy of the Form 990 for questions and comments in mid-April. Once questions and comments from the Audit, Risk, and Compliance Committee are fielded and issues resolved, the Audit, Risk, and Compliance Committee endorses the Form 990. The Form 990 with redacted Schedule B, Schedule of Contributors, is made available to all voting members of the Board of Trustees for their review prior to filing in early May. Schedule B is available for review by members of the Board of Trustees upon request. |
| Form 990, Part VI, Section B, line 12c | All officers, trustees and key employees sign a conflict of interest policy and periodically disclose relationships which may give rise to a conflict of interest. All disclosures are reviewed annually by the Trusteeship and Governance Committee and the Audit, Risk, and Compliance (ARC) Committee of the Board of Trustees. Covered members must promptly disclose new potential conflicts to the Chair of the Board, the Chair of the ARC Committee, or the President. Following such disclosure, the Executive Committee of the Board will determine whether a conflict of interest exists. In the event that a conflict is discovered during a board or committee meeting, the member with the potential conflict will be recused from the discussion and vote as deemed appropriate. |
| Form 990, Part VI, Section B, line 15 | The Compensation Sub-Committee is a sub-committee of the Executive Committee of the Board of Trustees and is composed solely of independent Trustees. The Compensation Sub-Committee has the primary responsibility for reviewing and approving the compensation of the President/CEO and CFO, and it is advisory to the President/CEO with respect to the compensation of other members of the Senior Staff. In completing its review and approval, the Compensation Sub-Committee considers compensation data from higher education nationwide and regionally. All compensation changes are reviewed by the Sub-Committee and memorialized in minutes. The Compensation Sub-Committee submits the President/CEO and CFO compensation adjustments to the Executive Committee for final approval. The approval of the President/CEO and CFO compensation are memorialized in minutes. The last compensation analysis and approval was performed in June 2023 for both the President/CEO and CFO compensation. The review of compensation of other officers and key employees was conducted by the President/CEO of the College, who solicited the advice and counsel of the Compensation Sub-Committee, which reviews comparability data. |
| Form 990, Part VI, Section C, line 19 | The College's governing documents and conflict of interest policy are made available to the public upon request. The College's audited financial statements are available on the College's website and upon request from the Treasurer's Office. |
| Form 990, Part XI, line 9: | Unrelated Business Income/Loss from Alternative Investments -3,470,661. Actuarial Adjustment of Annuity and Life Income Liabilities 561,479. Pledge Write-offs 6,607. Capital Contribution to SPPH -18,180. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Claremont Colleges Inc | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 S Mills Ave | AddressLine1Txt |
| City | Claremont | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954786748 | EIN |
| Primary Activities | Provide academic and business services | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Line 12a, I | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Scripps-Pitzer Property Holdings LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1030 North Columbia Ave | AddressLine1Txt |
| City | Claremont | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 842206074 | EIN |
| Primary Activities | Property holding | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Predominant Income Type | Related | PredominantIncomeTypeTxt |
| Share Of Total Income | -$264,072 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $42,186,317 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | Yes (1) | GeneralOrManagingPartnerInd |
| Ownership | 0.50000 | OwnershipPct |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Charitable Remainder Unitrusts (7) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | Holding Co | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | T | EntityTypeTxt |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Scripps-Pitzer Property Holdings LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | D | TransactionTypeTxt |
| Involved | $14,100,015 | InvolvedAmt |
| Method Of Amount Determination | Loan guarantee | MethodOfAmountDeterminationTxt |