PITZER COLLEGE: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- PITZER COLLEGE (EIN 95-2261113)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-06
- IRS object ID
- 202431279349303608
- 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 L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-06T20:53:50-05:00 | 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 | 952261113 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pitzer College | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PITZ | BusinessNameControlTxt |
| Phone | 9096218043 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1050 N Mills Avenue | AddressLine1Txt |
| City | Claremont | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 917116101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mia Alonzo | PersonNm |
| Person Title | Assistant VP/Controller | PersonTitleTxt |
| Phone | 9096218043 | PhoneNum |
| Signature | 2024-05-06 | 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 | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Tracy S Paglia | PreparerPersonNm |
| PTIN | P00366884 | PTIN |
| Phone | 2099556100 | PhoneNum |
| Preparation | 2024-05-06 | 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 | Strom C Thacker | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1050 N Mills Avenue | AddressLine1Txt |
| City | Claremont | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 917116101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $210,466,594 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.pitzer.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1963 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | Pitzer College is an educational institution focusing on undergraduate education. | ActivityOrMissionDesc |
| Voting Members Governing Body | 32 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 31 | VotingMembersIndependentCnt |
| Total Employee | 1013 | TotalEmployeeCnt |
| Total Volunteers | 117 | TotalVolunteersCnt |
| Total Gross UBI | $33,606 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $4,169 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,036,845 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,522,591 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $87,311,786 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $91,550,149 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,886,955 | PYInvestmentIncomeAmt |
| CY Investment Income | $6,032,953 | CYInvestmentIncomeAmt |
| PY Other Revenue | $239,622 | PYOtherRevenueAmt |
| CY Other Revenue | $870,735 | CYOtherRevenueAmt |
| PY Total Revenue | $100,475,208 | PYTotalRevenueAmt |
| CY Total Revenue | $102,976,428 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $17,776,368 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $19,598,838 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $36,816,928 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $39,776,097 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,652,569 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $33,248,198 | PYOtherExpensesAmt |
| CY Other Expenses | $39,502,269 | CYOtherExpensesAmt |
| PY Total Expenses | $87,841,494 | PYTotalExpensesAmt |
| CY Total Expenses | $98,877,204 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $12,633,714 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,099,224 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $346,814,524 | TotalAssetsBOYAmt |
| Total Assets EOY | $359,153,891 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $100,005,118 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $104,244,367 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $246,809,406 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $254,909,524 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Pitzer College produces engaged socially responsible citizens of the world through an academically rigorous, interdisciplinary liberal arts education emphasizing social justice, intercultural understanding and environmental sensitivity. The meaningful participation of students, faculty and staff in college governance and academic program design is a Pitzer core value. Our community thrives within the mutually supportive framework of The Claremont Colleges, which provide an unsurpassed breadth of academic, athletic and social opportunities. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $85,475,109 | ExpenseAmt |
| Grant | $19,598,838 | GrantAmt |
| Revenue | $91,474,726 | RevenueAmt |
| Desc | Pitzer College is an educational institution focusing on undergraduate education. The undergraduate full time equivalent enrollment for the year was 1,156 students. Pitzer College produces engaged socially responsible citizens of the world through an academically rigorous, interdisciplinary liberal arts education, emphasizing social justice, intercultural understanding and environmental sensitivity. | Desc |
| Total Program Service Expenses | $85,475,109 | 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 | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | 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 | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | 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 | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | 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 | 1786 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1013 | 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 | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | NP | ForeignCountryCd |
| Foreign Country | IT | ForeignCountryCd |
| Foreign Country | EC | ForeignCountryCd |
| 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 | 32 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 31 | 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 | 0 | 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 | Yes (1) | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mia Alonzo The Claremont Colleges Services | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9096218043 | PhoneNum |
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 |
Form990 Part VII Section A Form990PartVIISectionAGrp (49 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Melvin L Oliver | ||||||||||
| President (thru 06/22) | 40.00 | 0.00 | Yes (X) | $498,701 | $0 | $74,233 | ||||
| Laura Schaefer | ||||||||||
| COO, VP and Treasurer | 40.00 | 1.00 | $362,106 | $0 | $94,187 | Yes (X) | ||||
| Al Wachtel | ||||||||||
| Professor/Faculty (thru 06/23) | 40.00 | 0.00 | $403,445 | $0 | $49,567 | Yes (X) | ||||
| Daniel Segal | ||||||||||
| Professor/Faculty (thru 06/23) | 40.00 | 0.00 | $316,509 | $0 | $48,029 | Yes (X) | ||||
| Paul Faulstitch | ||||||||||
| Professor/Faculty (thru 07/22) | 40.00 | 0.00 | $312,592 | $0 | $23,838 | Yes (X) | ||||
| Allen Omoto - VP of Academic | ||||||||||
| Affairs/Dean of Faculty | 40.00 | 0.00 | Yes (X) | $283,244 | $0 | $41,320 | ||||
| Ethel Jorge | ||||||||||
| Professor/Faculty (thru 06/22) | 40.00 | 0.00 | $273,585 | $0 | $41,206 | Yes (X) | ||||
| Kimberly Shiner - VP of | ||||||||||
| College Advan. & Comm. (thru 07/23) | 40.00 | 0.00 | Yes (X) | $260,508 | $0 | $35,721 | ||||
| Yvonne Berumen | ||||||||||
| VP of Admission & Fin. Aid | 40.00 | 0.00 | Yes (X) | $204,113 | $0 | $53,805 | ||||
| Sandra Vasquez | ||||||||||
| VP for Student Affairs (thru 07/23) | 40.00 | 0.00 | Yes (X) | $179,057 | $0 | $75,805 | ||||
| James Marchant | ||||||||||
| VP Strategic Initiatives | 40.00 | 0.00 | Yes (X) | $192,210 | $0 | $61,766 | ||||
| Jill Klein - Interim | ||||||||||
| President (thru 06/23)/Trustee | 40.00 | 1.00 | $245,780 | $0 | $1,738 | Yes (X) | Yes (X) | |||
| Mia Alonzo | ||||||||||
| Assistant VP/Controller | 4.00 | 21.00 | $0 | $183,403 | $57,934 | Yes (X) | ||||
| Nigel Boyle - ProfessorFaculty | ||||||||||
| Former VP Academic Affairs | 40.00 | 0.00 | $200,703 | $0 | $35,665 | Yes (X) | ||||
| Sheryl Miller | ||||||||||
| Professor/Faculty | 40.00 | 0.00 | $196,994 | $0 | $37,832 | Yes (X) | ||||
| Pamela Mader | ||||||||||
| AVP for Finance | 40.00 | 0.00 | $147,958 | $0 | $66,044 | Yes (X) | ||||
| Melanie Lacy Sorenson | ||||||||||
| Board Secretary | 40.00 | 1.00 | $86,404 | $0 | $34,548 | Yes (X) | ||||
| Donald P Gould | ||||||||||
| Chair of the Board | 8.00 | 1.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | |||
| Michele Siqueiros | ||||||||||
| Vice Chair | 8.00 | 0.00 | $0 | $0 | $0 | Yes (X) | Yes (X) | |||
| Bridget Baker | ||||||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| Angela Glover Blackwell | ||||||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| Diana Bob | ||||||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| Thomas Brock | ||||||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| Harold A Brown | ||||||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| Steven Chang | ||||||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| Stephen Davis | ||||||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| Mark Eggert | ||||||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| Tyrus Emory | ||||||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| Louise Ann Fernandez | ||||||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| Julie Flapan | ||||||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| Ruett Stephen Foster | ||||||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| Wendy Glenn | ||||||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| David H Good | ||||||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| Jonathan P Graham | ||||||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| Gina Hoagland | ||||||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| David B Levin | ||||||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| Derek Mitchell | ||||||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| Kenneth R Pitzer | ||||||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| Douglas Price | ||||||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| Jon Reingold | ||||||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| James S Rhodes III | ||||||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| Alissa Okuneff Roston | ||||||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| Josh Schlesinger | ||||||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| William D Sheinberg | ||||||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| Shahan Soghikian | ||||||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| Louise Beaudette Thornton | ||||||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| Tracy M Tindle | ||||||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| Gulnar Vaswani | ||||||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| Cathy Siegel Weiss | ||||||||||
| Trustee | 2.00 | 0.00 | $0 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,163,909 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $183,403 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $833,238 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 73 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | 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 |
|---|---|---|---|---|---|
| Hamilton Healthcare Construction | |||||
| 202 Mercury Circle | Pomona | CA | 91768 | Construction | $6,098,772 |
| Bon Appetit | |||||
| PO Box 50196 | Los Angeles | CA | 900740196 | Food Service | $4,101,763 |
| Ireland Sound Systems | |||||
| 1232 Monte Vista Avenue Suite 7 | Upland | CA | 91786 | Technology - Sound Systems | $547,412 |
| DLA Piper LLP (US) | |||||
| 6225 Smith Avenue | Baltimore | MD | 21209 | Legal Services | $427,851 |
| Hamilton Health Box Inc | |||||
| 2450 Holcombe Boulevard Suite X240 | Houston | TX | 77021 | Health Services | $397,145 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 15 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $508,310 | GovernmentGrantsAmt |
| All Other Contributions | $4,014,281 | AllOtherContributionsAmt |
| Noncash Contributions | $256,188 | NoncashContributionsAmt |
| Total Contributions | $4,522,591 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| Tuition and fees | 611600 | $70,750,868 | $70,750,868 | |
| Auxiliary enterprises | 611710 | $19,705,056 | $19,705,056 | |
| Federal grants and contracts | 611710 | $585,730 | $585,730 | |
| Summer conferences | 611710 | $428,752 | $428,752 | |
| Sales of inventory | 611710 | $75,423 | $75,423 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,320 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,320 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $91,550,149 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,640,856 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$24,074 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,664,930 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $6,480 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $6,480 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,480 | TotalRevenueColumnAmt |
| Exclusion | $6,480 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $107,536,378 | SecuritiesAmt |
| Other | $2,345,885 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $101,948,473 | SecuritiesAmt |
| Other | $5,541,693 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,587,905 | SecuritiesAmt |
| Other | -$3,195,808 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,392,097 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $57,680 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,334,417 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| Insurance proceeds | 900099 | $703,634 | $703,634 |
| Other sources | 900099 | $160,621 | $160,621 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $864,255 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $102,976,428 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $91,474,726 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $33,606 | UnrelatedBusinessRevenueAmt |
| Exclusion | $6,945,505 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,427,555 | TotalAmt |
| Program Services | $17,427,555 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,171,283 | TotalAmt |
| Program Services | $2,171,283 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,861,775 | TotalAmt |
| Program Services | $1,215,577 | ProgramServicesAmt |
| Management And General | $1,333,694 | ManagementAndGeneralAmt |
| Fundraising | $312,504 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,556 | TotalAmt |
| Program Services | $23,556 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,004,260 | TotalAmt |
| Program Services | $24,820,488 | ProgramServicesAmt |
| Management And General | $2,383,393 | ManagementAndGeneralAmt |
| Fundraising | $800,379 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,041,675 | TotalAmt |
| Program Services | $2,695,624 | ProgramServicesAmt |
| Management And General | $254,939 | ManagementAndGeneralAmt |
| Fundraising | $91,112 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,744,365 | TotalAmt |
| Program Services | $3,327,498 | ProgramServicesAmt |
| Management And General | $279,303 | ManagementAndGeneralAmt |
| Fundraising | $137,564 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,100,466 | TotalAmt |
| Program Services | $1,806,666 | ProgramServicesAmt |
| Management And General | $213,681 | ManagementAndGeneralAmt |
| Fundraising | $80,119 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,463,314 | TotalAmt |
| Management And General | $1,463,314 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $218,778 | TotalAmt |
| Program Services | $4,900 | ProgramServicesAmt |
| Management And General | $213,878 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,127 | TotalAmt |
| Management And General | $129,127 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,558,909 | TotalAmt |
| Program Services | $4,089,029 | ProgramServicesAmt |
| Management And General | $385,374 | ManagementAndGeneralAmt |
| Fundraising | $84,506 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $165,840 | TotalAmt |
| Program Services | $154,817 | ProgramServicesAmt |
| Management And General | $6,146 | ManagementAndGeneralAmt |
| Fundraising | $4,877 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,764,404 | TotalAmt |
| Program Services | $1,450,461 | ProgramServicesAmt |
| Management And General | $274,610 | ManagementAndGeneralAmt |
| Fundraising | $39,333 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,133,027 | TotalAmt |
| Program Services | $634,944 | ProgramServicesAmt |
| Management And General | $466,919 | ManagementAndGeneralAmt |
| Fundraising | $31,164 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,594,402 | TotalAmt |
| Program Services | $2,450,231 | ProgramServicesAmt |
| Management And General | $141,353 | ManagementAndGeneralAmt |
| Fundraising | $2,818 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,764,266 | TotalAmt |
| Program Services | $1,685,563 | ProgramServicesAmt |
| Management And General | $62,356 | ManagementAndGeneralAmt |
| Fundraising | $16,347 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $967,485 | TotalAmt |
| Program Services | $672,335 | ProgramServicesAmt |
| Management And General | $273,446 | ManagementAndGeneralAmt |
| Fundraising | $21,704 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,360,384 | TotalAmt |
| Program Services | $2,283,939 | ProgramServicesAmt |
| Management And General | $76,445 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,123 | TotalAmt |
| Program Services | $81,517 | ProgramServicesAmt |
| Management And General | $99,241 | ManagementAndGeneralAmt |
| Fundraising | $8,365 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,596,898 | TotalAmt |
| Program Services | $4,417,262 | ProgramServicesAmt |
| Management And General | $179,636 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $556,894 | TotalAmt |
| Program Services | $9,935 | ProgramServicesAmt |
| Management And General | $546,959 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| Related orgs and affili | $10,940,500 | $8,185,482 | $2,755,018 |
| Food and housing | $4,324,921 | $4,324,921 | |
| Maintenance and repair | $1,097,040 | $1,043,951 | $53,089 |
| Non capitalized equipme | $218,646 | $152,099 | $66,547 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $458,311 | TotalAmt |
| Program Services | $345,476 | ProgramServicesAmt |
| Management And General | $91,058 | ManagementAndGeneralAmt |
| Fundraising | $21,777 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,877,204 | TotalAmt |
| Program Services | $85,475,109 | ProgramServicesAmt |
| Management And General | $11,749,526 | ManagementAndGeneralAmt |
| Fundraising | $1,652,569 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,161,541 | BOYAmt |
| EOY | $1,320,472 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,077,225 | BOYAmt |
| EOY | $41,883,632 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,977,711 | BOYAmt |
| EOY | $1,785,093 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,942,713 | BOYAmt |
| EOY | $4,127,925 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,268 | BOYAmt |
| EOY | $87,483 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $706,755 | BOYAmt |
| EOY | $1,081,404 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $156,988,697 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $65,243,128 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,241,153 | BOYAmt |
| EOY | $91,745,569 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,628,708 | BOYAmt |
| EOY | $150,525,511 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,644,077 | BOYAmt |
| EOY | $57,590,185 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,287,693 | BOYAmt |
| EOY | $1,053,142 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,108,680 | BOYAmt |
| EOY | $7,953,475 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $346,814,524 | BOYAmt |
| EOY | $359,153,891 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,017,740 | BOYAmt |
| EOY | $4,077,595 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $945,850 | BOYAmt |
| EOY | $1,067,686 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,018,878 | BOYAmt |
| EOY | $86,288,200 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $32,793 | BOYAmt |
| EOY | $5,936,443 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,989,857 | BOYAmt |
| EOY | $6,874,443 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,005,118 | BOYAmt |
| EOY | $104,244,367 | 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 | $163,847,753 | BOYAmt |
| EOY | $170,136,418 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,961,653 | BOYAmt |
| EOY | $84,773,106 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $246,809,406 | BOYAmt |
| EOY | $254,909,524 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $346,814,524 | BOYAmt |
| EOY | $359,153,891 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,099,224 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,944,580 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $56,314 | 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) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| 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 | $8,681,392 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,442,794 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,144,084 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,036,845 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,522,592 | CurrentTaxYearAmt |
| Total | $25,827,707 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $8,681,392 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,442,794 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,144,084 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,036,845 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,522,592 | CurrentTaxYearAmt |
| Total | $25,827,707 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $3,372,106 | SubstantialContributorsTotAmt |
| Public Support Total170 | $22,455,601 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,606,194 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,547,400 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,055,104 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,427,780 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,671,410 | CurrentTaxYearAmt |
| Total | $14,307,888 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $156,349 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,493 | CurrentTaxYearAmt |
| Total | $161,842 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $579,588 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,173,208 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $218,863 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $233,860 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $864,254 | CurrentTaxYearAmt |
| Total | $4,069,773 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $44,367,210 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $376,581,616 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.50610 | PublicSupportCY170Pct |
| Public Support PY170 | 0.52470 | 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 | Other Income - 2018 Amount: $ 579,588. 2019 Amount: $ 473,208. 2020 Amount: $ 218,863. 2021 Amount: $ 233,860. 2022 Amount: $ 864,254. Gain on settlement - 2019 Amount: $ 1,700,000. | 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $168,248,383 | BeginningYearBalanceAmt |
| Contributions | $280,143 | ContributionsAmt |
| Investment Earnings Or Losses | $8,228,357 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $1,065,594 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,579,619 | OtherExpendituresAmt |
| Administrative Expenses | $111,322 | AdministrativeExpensesAmt |
| End Year Balance | $170,000,348 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $179,391,175 | BeginningYearBalanceAmt |
| Contributions | $1,019,719 | ContributionsAmt |
| Investment Earnings Or Losses | -$5,932,005 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $956,323 | GrantsOrScholarshipsAmt |
| Other Expenditures | $5,067,476 | OtherExpendituresAmt |
| Administrative Expenses | $206,707 | AdministrativeExpensesAmt |
| End Year Balance | $168,248,383 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $144,435,157 | BeginningYearBalanceAmt |
| Contributions | $609,283 | ContributionsAmt |
| Investment Earnings Or Losses | $40,237,958 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $914,777 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,881,347 | OtherExpendituresAmt |
| Administrative Expenses | $95,099 | AdministrativeExpensesAmt |
| End Year Balance | $179,391,175 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $144,599,991 | BeginningYearBalanceAmt |
| Contributions | $282,591 | ContributionsAmt |
| Investment Earnings Or Losses | $5,402,741 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $886,199 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,751,446 | OtherExpendituresAmt |
| Administrative Expenses | $212,521 | AdministrativeExpensesAmt |
| End Year Balance | $144,435,157 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $141,909,218 | BeginningYearBalanceAmt |
| Contributions | $246,419 | ContributionsAmt |
| Investment Earnings Or Losses | $8,320,231 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $875,971 | GrantsOrScholarshipsAmt |
| Other Expenditures | $4,736,122 | OtherExpendituresAmt |
| Administrative Expenses | $263,784 | AdministrativeExpensesAmt |
| End Year Balance | $144,599,991 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.58900 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.22000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.19100 | 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 | $11,489,577 | OtherCostOrOtherBasisAmt |
| Book Value | $11,489,577 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $131,763,944 | OtherCostOrOtherBasisAmt |
| Depreciation | $53,869,856 | DepreciationAmt |
| Book Value | $77,894,088 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,634,556 | OtherCostOrOtherBasisAmt |
| Depreciation | $11,373,272 | DepreciationAmt |
| Book Value | $1,261,284 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,100,620 | OtherCostOrOtherBasisAmt |
| Book Value | $1,100,620 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $91,745,569 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Limited Partnerships | $33,409,140 | F |
| Hedge Funds | $24,181,045 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $57,590,185 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Government advances for student loans | $473,794 |
| Annuities payable | $57,551 |
| Early retirement liability | $5,392,823 |
| Asset retirement obligation | $950,275 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,874,443 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $87,458,906 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,944,580 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $138,100 | OtherRevenueAmt |
| Revenue Not Reported | $4,082,680 | RevenueNotReportedAmt |
| Revenue Subtotal | $83,376,226 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $129,127 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $19,471,075 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $19,600,202 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $102,976,428 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $79,475,817 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $135,209 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $135,209 | ExpensesNotReportedAmt |
| Expenses Subtotal | $79,340,608 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $129,127 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $19,407,469 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $19,536,596 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $98,877,204 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | The College uses the income from the endowment funds per the requirements of the donor. Such income is used for grants, scholarships, professorships, lectures, research, student programs, facilities and general operations 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's tax returns are subject to review and examination by federal and state authorities. |
| Part XI, Line 2d - Other Adjustments: | Comprehensive gain on defined benefit plans 12,864. Actuarial adjustments 125,236. |
| Part XI, Line 4b - Other Adjustments: | Student financial aid 19,407,469. Unrelated business income from partnerships 33,606. Realized gains on contributions receivable 30,000. |
| Part XII, Line 2d - Other Adjustments: | Expenses reported on Pitzer College Costa Rica's return 117,029. Capital contribution to SPPH 18,180. |
| Part XII, Line 4b - Other Adjustments: | Student financial aid 19,407,469. |
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 | Students applying to the College receive registration materials that state the nondiscrimination policy. The policy is also published on the Pitzer College website: https://www.pitzer.edu/about/statement-of-non-discrimination-e qual-opportunity-and-related-laws/. The policy was also published in the local newspaper indicating the non-discrimination policy for the College. |
| Schedule E, Part I, Line 6 | Pitzer College participates in the Pell Grant, Supplemental Educational Opportunity Grant, Cal Grants, College Work-Study, NSF STEM grant scholarships and Perkins Loan programs. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (15 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Sub-Saharan Africa | 1 | 1 | Program services | Education | $192,034 |
| Central America and the Caribbean | 1 | 1 | Program services | Education | $397,336 |
| South America | 1 | 1 | Program services | Education | $365,683 |
| Europe (including Iceland and Greenland) | 1 | 1 | Program services | Education | $157,302 |
| South Asia | 1 | 1 | Program services | Education | $235,257 |
| East Asia and the Pacific | 1 | 1 | Program services | Education | $45,533 |
| Central America and the Caribbean | 0 | 0 | Investments | $24,187,884 | |
| Central America and the Caribbean | 0 | 0 | Program services | PCCR Expenses | $117,029 |
| Central America and the Caribbean | 0 | 0 | Grants to recipients in the region | $434,264 | |
| East Asia and the Pacific | 0 | 0 | Grants to recipients in the region | $162,471 | |
| Europe (including Iceland and Greenland) | 0 | 0 | Grants to recipients in the region | $1,081,633 | |
| North America | 0 | 0 | Grants to recipients in the region | $35,238 | |
| South America | 0 | 0 | Grants to recipients in the region | $371,370 | |
| South Asia | 0 | 0 | Grants to recipients in the region | $40,949 | |
| Sub-Saharan Africa | 0 | 0 | Grants to recipients in the region | $45,358 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 6 | SubtotalOfficesCnt |
| Subtotal Employees | 6 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 6 | TotalOfficeCnt |
| Total Employee | 6 | TotalEmployeeCnt |
| Subtotal Spent | $25,698,058 | SubtotalSpentAmt |
| Continuation Spent | $2,171,283 | ContinuationSpentAmt |
| Total Spent | $27,869,341 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (7 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| Scholarship | Central America and the Caribbean | 10 | $434,264 | Application to student account |
| Scholarship | East Asia and the Pacific | 3 | $162,471 | Application to student account |
| Scholarship | Europe (Including Iceland & Greenland) | 16 | $1,081,633 | Application to student account |
| Scholarship | North America | 1 | $35,238 | Application to student account |
| Scholarship | South America | 5 | $371,370 | Application to student account |
| Scholarship | South Asia | 1 | $40,949 | Application to student account |
| Scholarship | Sub-Saharan Africa | 1 | $45,358 | Application to student account |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 2: | Pitzer College awards scholarships only to individual undergraduate students. These scholarships are awarded based upon academic achievement and/or demonstrated financial need. The Financial Aid Office, with the assistance of the Registrar's Office, monitor student enrollment each semester to ensure that students remain qualified for financial aid. The College also awards tuition to dependents of its employees who meet the requirements of the College's Tuition Remission Program. Employee dependents must be enrolled at one of the undergraduate schools of The Claremont Colleges. Tuition is paid directly to the undergraduate college after grades are submitted to the Human Resources Office as evidence of course completion. |
| Part I, line 3: | Accrual Method |
| Part III, Col (c): | Student records |
| 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 (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| Institutional Grant Aid | 327 | $16,965,051 |
| SEOG Grants | 62 | $231,135 |
| Stipends | 178 | $191,369 |
| Davis UWC Scholarship | 4 | $40,000 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Pitzer College awards scholarships only to individual undergraduate students. These scholarships are awarded based upon academic achievement and/or demonstrated financial need. The Financial Aid Office, with the assistance of the Registrar's Office, monitor student enrollment each semester to ensure that students remain qualified for financial aid. The College also awards tuition to dependents of its employees who meet the requirements of the College's Tuition Remission Program. Employee dependents must be enrolled at one of the undergraduate schools of The Claremont Colleges. Tuition is paid directly to the undergraduate college after grades are submitted to the Human Resources Office as evidence of course completion. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| 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 | Yes (1) | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Melvin L Oliver | ||||||||||||||
| President (thru 06/22) | $498,701 | $0 | $0 | $0 | $0 | $0 | $38,800 | $0 | $35,433 | $0 | $572,934 | $0 | $0 | $0 |
| Laura Schaefer | ||||||||||||||
| COO, VP and Treasurer | $362,106 | $0 | $0 | $0 | $0 | $0 | $17,209 | $0 | $76,978 | $0 | $456,293 | $0 | $0 | $0 |
| Al Wachtel | ||||||||||||||
| Professor/Faculty (thru 06/23) | $201,667 | $0 | $0 | $0 | $201,778 | $0 | $36,600 | $0 | $12,967 | $0 | $453,012 | $0 | $0 | $0 |
| Daniel Segal | ||||||||||||||
| Professor/Faculty (thru 06/23) | $156,254 | $0 | $0 | $0 | $160,255 | $0 | $30,680 | $0 | $17,349 | $0 | $364,538 | $0 | $0 | $0 |
| Paul Faulstitch | ||||||||||||||
| Professor/Faculty (thru 07/22) | $72,133 | $0 | $0 | $0 | $240,459 | $0 | $19,118 | $0 | $4,720 | $0 | $336,430 | $0 | $0 | $0 |
| Allen Omoto - VP of Academic | ||||||||||||||
| Affairs/Dean of Faculty | $283,244 | $0 | $0 | $0 | $0 | $0 | $8,505 | $0 | $32,815 | $0 | $324,564 | $0 | $0 | $0 |
| Ethel Jorge | ||||||||||||||
| Professor/Faculty (thru 06/22) | $135,748 | $0 | $0 | $0 | $137,837 | $0 | $26,430 | $0 | $14,776 | $0 | $314,791 | $0 | $0 | $0 |
| Kimberly Shiner - VP of | ||||||||||||||
| College Advan. & Comm. (thru 07/23) | $260,508 | $0 | $0 | $0 | $0 | $0 | $31,059 | $0 | $4,662 | $0 | $296,229 | $0 | $0 | $0 |
| Yvonne Berumen | ||||||||||||||
| VP of Admission & Fin. Aid | $204,113 | $0 | $0 | $0 | $0 | $0 | $36,600 | $0 | $17,205 | $0 | $257,918 | $0 | $0 | $0 |
| Sandra Vasquez | ||||||||||||||
| VP for Student Affairs (thru 07/23) | $179,057 | $0 | $0 | $0 | $0 | $0 | $31,613 | $0 | $44,192 | $0 | $254,862 | $0 | $0 | $0 |
| James Marchant | ||||||||||||||
| VP Strategic Initiatives | $192,210 | $0 | $0 | $0 | $0 | $0 | $36,600 | $0 | $25,166 | $0 | $253,976 | $0 | $0 | $0 |
| Jill Klein - Interim | ||||||||||||||
| President (thru 06/23)/Trustee | $245,780 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $1,738 | $0 | $247,518 | $0 | $0 | $0 |
| Mia Alonzo | ||||||||||||||
| Assistant VP/Controller | $0 | $177,443 | $0 | $5,000 | $0 | $960 | $0 | $31,372 | $0 | $26,562 | $0 | $241,337 | $0 | $0 |
| Nigel Boyle - ProfessorFaculty | ||||||||||||||
| Former VP Academic Affairs | $200,703 | $0 | $0 | $0 | $0 | $0 | $35,292 | $0 | $373 | $0 | $236,368 | $0 | $0 | $0 |
| Sheryl Miller | ||||||||||||||
| Professor/Faculty | $196,994 | $0 | $0 | $0 | $0 | $0 | $36,600 | $0 | $1,232 | $0 | $234,826 | $0 | $0 | $0 |
| Pamela Mader | ||||||||||||||
| AVP for Finance | $147,958 | $0 | $0 | $0 | $0 | $0 | $29,172 | $0 | $36,872 | $0 | $214,002 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | Any of the items checked above are provided only as documented in a particular individual's contract with the College. The President is required to live in a Pitzer owned or leased residence as part of his/her contract. All maintenance expenses related to the house are paid by Pitzer. Social club fees are paid by the College. The value of these benefits was not included in the President's taxable compensation. |
| Part I, Line 4a | Severance payments (faculty early retirement program) are made based upon agreements between certain qualifying employees and Pitzer College. Details of the terms and conditions of the severance agreements are available to the IRS upon request. P. Faustitch - $240,459 E. Jorge - $137,837 D. Segal - $160,255 A. Wachtel - $201,778 |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| California Municipal Finance Authority 2017 | ||||||||
| A | 201563466 | 000000000 | 2017-08-01 | $58,024,789 | Advance refund CEFA 2009 and facility renovations | 0 | 0 | 0 |
| California Municipal Finance Authority 2020 | ||||||||
| B | 201563466 | 000000000 | 2020-09-16 | $31,925,000 | Refund CMFA 2014 bonds, facility renovations | 0 | 0 | 0 |
| California Municipal Finance Authority 2022 | ||||||||
| C | 201563466 | 000000000 | 2022-07-01 | $25,000,000 | SPPH guarantee | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Capital ExpendituresCapitalExpendituresAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $2,956,153 | $58,024,789 | $50,522,789 | $384,599 | $7,117,401 | 2018 | 0 | Yes (1) | Yes (1) | Yes (1) | |
| B | $32,000,000 | $267,340 | $22,661,559 | 2023 | Yes (1) | 0 | Yes (1) | Yes (1) | $9,071,101 | ||
| C | $13,975,015 | $146,696 | 0 | 0 | 0 | Yes (1) | $13,828,319 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 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 | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| C | Yes (1) | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 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 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part II, Line 3, Bonds B and C: | FormAndLineReferenceDesc |
| Explanation | The difference between the issue price and the total proceeds of the issue for Bond B is due to the bond discount. The difference between the issue price and the total proceeds of the issue for Bond C 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. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | David Robinson | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Family member of key employee A. Omoto | RelationshipDescriptionTxt |
| Transaction | $23,556 | TransactionAmt |
| Transaction | Employment compensation | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 28 | ContributionCnt |
| Noncash Contributions Rpt F990 | $256,188 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | 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 (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 1a | The Executive Committee consists of the Chair of the Board, the Vice-Chair of the Board, the President of the College, the chairperson (or, alternatively, the vice chairperson) of each standing committee, two at-large Trustees (appointed by vote of a majority of the Trustees then in office). Subject to limitations contained in California Corporations Code Section 5212(a) and additional limitations contained in the Pitzer College Bylaws, when the Pitzer College Board of Trustees is not in session, the Executive Committee has the authority of the Board of Trustees. |
| Form 990, Part VI, Section B, line 11b | The Form 990 is reviewed by the Chief Operating Officer and Treasurer, Assistant Vice President for Finance and the Controller. It is then posted to a secure website where Trustees do a final review prior to filing. The Audit and Risk Management Committee also reviews the Form 990 with staff and outside tax preparation firm, Moss Adams LLP. |
| Form 990, Part VI, Section B, line 12c | Pitzer has a Conflict of Interest Policy that prohibits trustees, officers and employees from using their positions and knowledge in any way that could create a conflict between the interests of the College and their own interests. The policy also requires that trustees, officers or other employees promptly report to the Trustee Audit Committee, any transaction or situation, pertaining to themselves or others, that may be a conflict of interest. Each trustee, officer and senior administrator must annually sign a statement documenting any existing or potential conflict of interest. The results of this annual reporting are reviewed by the Trustee Audit Committee. If any conflicts were identified during this documentation process, the Trustee Audit Committee would report this to the full board for their review and action, if warranted. In addition, it is the practice of trustees to recuse themselves from discussion and voting in circumstances where there may be a potential conflict of interest. |
| Form 990, Part VI, Section B, line 15 | The College uses benchmark salary data from comparable higher education institution groups for all employees, including executive management positions. Salaries are also reviewed annually in relation to performance as evidenced by annual written performance evaluations and years in position. Compensation for Pitzer's top executives is reviewed and approved by the Trustee Compensation Committee whose charge, drawn from the Bylaws, is as stated below: 4.11 (a)(i) Compensation Committee. There shall be a subcommittee of the Executive Committee known as the Compensation Committee that shall review and approve the compensation, including benefits, of all of the following: (a) the President, (b) the Treasurer, and (c) every person, regardless of title, with powers, duties or responsibilities comparable to a president, chief executive officer, treasurer or chief financial officer. The review shall be conducted in accordance with California Government Code Section 125856(g). The Compensation Committee shall be composed of independent Trustees and shall not include the President or Treasurer. In addition to the President and Treasurer, the Trustee Compensation Committee reviews and approves compensation for the Vice President of Academic Affairs as this position is designated to act as the chief executive officer in exigency. For the Treasurer and Vice President of Academic Affairs, the Compensation Committee reviews and approves recommended compensation after reviewing performance, and salary and benefits in relation to the average salary and benefits packages of selected peer organizations and years in position. Minutes of the committee and the analyses are kept in confidentiality, limited to the committee, the President, the Secretary of the Board, the Vice President for Administration and Finance/Treasurer, and the Director of Human Resources for the President, Director of Finance, and Chief Operating Officer. The Director of Human Resources retains the minutes and analyses as documentation of this process. This process was completed in May, 2022 for the year ended June 30, 2023. President's contract: As outlined in the College's Bylaws, the Board's Executive Committee annually conducts a performance review of the President. Under the Bylaws, if any changes to the President's employment contract, including salary and benefits, are considered appropriate and necessary, these changes are constructed carefully by the Compensation Committee, in discussions with the President, reviewed by the Executive Committee and submitted to the full Board of Trustees for discussion and approval. In particular, the Board discusses the President's performance, the external market for comparable presidents at peer liberal arts colleges and the overall needs and means of Pitzer College. After discussion, and given the importance that the Board attaches to its supervision of the President, the Board attempts to achieve a consensus in favor of -- and then formally approves -- all compensation decisions. |
| Form 990, Part VI, Section C, line 19 | - Governing documents are made available to the general public upon request - Conflict of interest policy is made available to the general public upon request - Audited financial statements are available on the College's website |
| Form 990, Part XI, line 9: | Comprehensive Gain/(Loss) on defined benefit plans 125,236. Actuarial adjustment 12,864. Unrelated business income from partnerships -33,606. Realized gains on contributions receivable -30,000. Capital contribution to SPPH -18,180. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pitzer College BTC Trust | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o BlackRock Institutional Trust C | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 306596452 | EIN |
| Primary Activities | Grantor trust | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Total Income | $285,743 | TotalIncomeAmt |
| End Of Year Assets | $74,121,858 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pitzer College | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| The Claremont Colleges Inc | |||||||||||
| 101 S Mills Ave | Claremont | CA | 91711 | 954786748 | Support Claremont colleges | CA | 501(c)(3) | Line 12a, I | N/A | 0 | |
| Pitzer College Costa Rica | |||||||||||
| 101 S Mills Ave | Claremont | CA | 91711 | 320152376 | Conservation easement for forest conservation | CA | 501(c)(3) | Line 12a, I | Yes (1) | Pitzer College | |
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 | Excluded | PredominantIncomeTypeTxt |
| Share Of Total Income | -$264,072 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $32,666,457 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | Yes (1) | GeneralOrManagingPartnerInd |
| Ownership | 0.50000 | OwnershipPct |
| 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 | 0 | 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 | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Pitzer College Costa Rica | ||
| R | $298,365 | Cash basis |
| Scripps-Pitzer Property Holdings LLC | ||
| D | $14,100,015 | Loan guarantee |