HARVEY MUDD COLLEGE: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- HARVEY MUDD COLLEGE (EIN 95-1911219)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-12
- IRS object ID
- 202341329349308494
- Schema version
- 2021v4.2
- 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 | 2023-05-12T16:52:25-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | 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 | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951911219 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Harvey Mudd College | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARV | BusinessNameControlTxt |
| Phone | 9096218043 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 Platt Boulevard | 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 | 9096218043 | PhoneNum |
| Signature | 2023-05-12 | 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 | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Tracy S Paglia | PreparerPersonNm |
| PTIN | P00366884 | PTIN |
| Phone | 2099556100 | PhoneNum |
| Preparation | 2023-05-12 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Maria Klawe | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 Platt Boulevard | AddressLine1Txt |
| City | Claremont | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $213,774,862 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.hmc.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1955 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | HMC is one of the premier math, science and engineering liberal arts colleges in the nation. | ActivityOrMissionDesc |
| Voting Members Governing Body | 46 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 45 | VotingMembersIndependentCnt |
| Total Employee | 1129 | TotalEmployeeCnt |
| Total Volunteers | 592 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $13,425,141 | PYContributionsGrantsAmt |
| CY Contributions Grants | $15,609,308 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $52,079,140 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $75,542,579 | CYProgramServiceRevenueAmt |
| PY Investment Income | $12,155,029 | PYInvestmentIncomeAmt |
| CY Investment Income | $44,190,103 | CYInvestmentIncomeAmt |
| PY Other Revenue | $72,470 | PYOtherRevenueAmt |
| CY Other Revenue | $59,546 | CYOtherRevenueAmt |
| PY Total Revenue | $77,731,780 | PYTotalRevenueAmt |
| CY Total Revenue | $135,401,536 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $14,783,456 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $20,374,929 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $39,456,505 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $44,524,631 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,343,916 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $23,926,876 | PYOtherExpensesAmt |
| CY Other Expenses | $32,891,454 | CYOtherExpensesAmt |
| PY Total Expenses | $78,166,837 | PYTotalExpensesAmt |
| CY Total Expenses | $97,791,014 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$435,057 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $37,610,522 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $659,151,438 | TotalAssetsBOYAmt |
| Total Assets EOY | $620,812,431 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $83,229,174 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $79,089,068 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $575,922,264 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $541,723,363 | NetAssetsOrFundBalancesEOYAmt |
| Mission | HMC seeks to educate engineers, scientists, and mathematicians well versed in all of these areas and in the humanities, social sciences and the arts so that they may assume leadership in their fields with a clear understanding of the impact of their work on society. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $85,438,065 | ExpenseAmt |
| Grant | $20,374,929 | GrantAmt |
| Revenue | $75,542,579 | RevenueAmt |
| Desc | Harvey Mudd College (the College) is a private, liberal arts college of engineering, science, and mathematics that provides an undergraduate education with full time equivalent enrollment of approximately 900 students. The College offers a challenging and invigorating academic environment, where undergraduates learn to think across disciplines, participate in collaborative, professional research with high-profile sponsors, understand the social implications of science and learn to communicate their ideas. | Desc |
| Total Program Service Expenses | $85,438,065 | 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 | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | 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 | 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 | 0 | 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 | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1342 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1129 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | Yes (1) | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 46 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 45 | 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 | 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 (61 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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Key EmployeeKeyEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Maria M Klawe | ||||||||||
| President | 50.00 | 1.00 | Yes (X) | Yes (X) | $691,218 | $0 | $114,513 | |||
| Andrew Dorantes - VP Chief | ||||||||||
| Operating Officer and Treasurer | 50.00 | 2.00 | Yes (X) | $375,630 | $0 | $96,068 | ||||
| Hieu Nguyen | ||||||||||
| VP for Advancement | 50.00 | 0.00 | Yes (X) | $311,246 | $0 | $74,772 | ||||
| Kaushal Gokli | ||||||||||
| Faculty | 40.00 | 0.00 | $273,116 | $0 | $68,289 | Yes (X) | ||||
| Lisa Sullivan - VP for Academic | ||||||||||
| Affairs & Dean of Faculty | 50.00 | 0.00 | Yes (X) | $268,681 | $0 | $61,521 | ||||
| Joseph Vaughan - Chief Information | ||||||||||
| Officer/VP of Comput & Info Services | 50.00 | 0.00 | $237,854 | $0 | $54,715 | Yes (X) | ||||
| Zachary Dodds | ||||||||||
| Faculty | 40.00 | 0.00 | $209,705 | $0 | $79,236 | Yes (X) | ||||
| Thyra Briggs - VP for | ||||||||||
| Admission and Financial Aid | 50.00 | 0.00 | Yes (X) | $234,218 | $0 | $46,152 | ||||
| Jeffrey Groves - Faculty and | ||||||||||
| Former VP & Dean of Faculty | 40.00 | 0.00 | $230,106 | $0 | $37,909 | Yes (X) | ||||
| Jon Jacobsen - Faculty | ||||||||||
| Former VP & Dean of Students | 40.00 | 0.00 | $190,354 | $0 | $70,764 | Yes (X) | ||||
| Scott Martin - Associate VP for | ||||||||||
| Business Affairs & Assis. Treasurer | 40.00 | 0.00 | $201,635 | $0 | $51,982 | Yes (X) | ||||
| Alfonso Castro | ||||||||||
| Faculty | 40.00 | 0.00 | $195,453 | $0 | $48,494 | Yes (X) | ||||
| Timothy Hussey - Chief Communicatio | ||||||||||
| Officer/Asst Secr to the Board | 40.00 | 0.00 | Yes (X) | $190,309 | $0 | $41,143 | ||||
| Mia Alonzo | ||||||||||
| Asst VP/Controller | 4.00 | 0.00 | Yes (X) | $0 | $176,365 | $33,985 | ||||
| Anna Gonzalez - VP for | ||||||||||
| Student Affairs & Dean of Students | 40.00 | 0.00 | $171,879 | $0 | $25,788 | Yes (X) | ||||
| Karen Angemi | ||||||||||
| Chief of Staff & Secretary to Board of Trustees | 50.00 | 0.00 | Yes (X) | $126,384 | $0 | $65,669 | ||||
| James C Bean | ||||||||||
| Chair of the Board | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Jocelyn Goldfein | ||||||||||
| Vice Chair of the Board | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Laura A Larson | ||||||||||
| Vice Chair of the Board | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| R Miller Adams | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Rachel Donahue Beda | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Michael W Blasgen | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Justin Christian | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Joseph Connolly | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Michael Curtis | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Bruce L DePriester | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Howard C Deshong III | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Jason Fennell | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Matthew Ferri | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Kathleen Fisher | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Scott Fraser | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Laurie Girand | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Murray Goldberg | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Robert Gould | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Shamit Grover | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Mar Hershenson | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Robert Hulse | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Oliver Kwan | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Albert Lee | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Allan Leinwand | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Curtis Mewbourne | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Tyler Mingst | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Sergio Monsalve | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Karen Morrison | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Shaun Pacheco | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Justin Peterson | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Autumn Preskill | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Sunil Rajasekar | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Uma Rajesh | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Susan Saideman | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Michael P Schubmehl | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Ramona Sequeira | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Jessica Skon | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Julie St John | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Yvonne Wassenaar | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Dee West | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Michael G Wilson | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Terence Wong | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Bruce W Worster | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Lindsay Wray | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Susan Wu | ||||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,907,788 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $176,365 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $971,000 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 117 | 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 |
|---|---|---|---|---|---|
| DPR Construction | |||||
| 4665 MacArthur Court Ste 100 | Newport Beach | CA | 92660 | Construction | $5,972,661 |
| Tovey Shultz Construction Inc | |||||
| 18261 Collier Ave Unit A | Lake Elsinore | CA | 925302755 | Construction | $4,056,115 |
| Sodexo Inc | |||||
| 1000 El Camino Real | Atherton | CA | 94027 | Food Service | $971,467 |
| Technet Partners Inc | |||||
| 6116 Innovation Way | Carlsbad | CA | 92009 | Technology Solutions | $162,582 |
| Moss Adams LLP | |||||
| PO Box 101822 | Pasadena | CA | 91189 | Audit Services | $135,946 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $847,323 | GovernmentGrantsAmt |
| All Other Contributions | $14,761,985 | AllOtherContributionsAmt |
| Noncash Contributions | $451,013 | NoncashContributionsAmt |
| Total Contributions | $15,609,308 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Tuition, Room & Board | 611600 | $71,010,777 | $71,010,777 |
| Private Contracts | 611600 | $2,096,000 | $2,096,000 |
| Fed Grants & Contracts | 611600 | $2,008,082 | $2,008,082 |
| Conferences & Other Program Servi | 611600 | $170,566 | $170,566 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $257,154 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $257,154 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $75,542,579 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,590,415 | TotalRevenueColumnAmt |
| Exclusion | $5,590,415 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,490 | TotalRevenueColumnAmt |
| Exclusion | $2,490 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $57,056 | 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 | $57,056 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $57,056 | TotalRevenueColumnAmt |
| Exclusion | $57,056 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $114,190,000 | SecuritiesAmt |
| Other | $2,783,014 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $77,854,626 | SecuritiesAmt |
| Other | $518,700 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $36,335,374 | SecuritiesAmt |
| Other | $2,264,314 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,599,688 | TotalRevenueColumnAmt |
| Exclusion | $38,599,688 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $135,401,536 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $75,542,579 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $44,249,649 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,896,406 | TotalAmt |
| Program Services | $18,896,406 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,478,523 | TotalAmt |
| Program Services | $1,478,523 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,108,331 | TotalAmt |
| Program Services | $1,571,746 | ProgramServicesAmt |
| Management And General | $905,785 | ManagementAndGeneralAmt |
| Fundraising | $630,800 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $260,797 | TotalAmt |
| Program Services | $260,797 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,128,645 | TotalAmt |
| Program Services | $28,185,740 | ProgramServicesAmt |
| Management And General | $1,286,818 | ManagementAndGeneralAmt |
| Fundraising | $1,656,087 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,241,580 | TotalAmt |
| Program Services | $2,910,434 | ProgramServicesAmt |
| Management And General | $150,281 | ManagementAndGeneralAmt |
| Fundraising | $180,865 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,471,806 | TotalAmt |
| Program Services | $3,922,541 | ProgramServicesAmt |
| Management And General | $294,605 | ManagementAndGeneralAmt |
| Fundraising | $254,660 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,313,472 | TotalAmt |
| Program Services | $2,022,609 | ProgramServicesAmt |
| Management And General | $140,695 | ManagementAndGeneralAmt |
| Fundraising | $150,168 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,256 | TotalAmt |
| Management And General | $70,256 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $174,833 | TotalAmt |
| Management And General | $174,833 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,309,284 | TotalAmt |
| Management And General | $1,309,284 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,640,985 | TotalAmt |
| Program Services | $2,514,105 | ProgramServicesAmt |
| Management And General | $104,066 | ManagementAndGeneralAmt |
| Fundraising | $22,814 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $532,726 | TotalAmt |
| Program Services | $181,526 | ProgramServicesAmt |
| Management And General | $236,787 | ManagementAndGeneralAmt |
| Fundraising | $114,413 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,903,849 | TotalAmt |
| Program Services | $3,716,460 | ProgramServicesAmt |
| Management And General | $1,078,868 | ManagementAndGeneralAmt |
| Fundraising | $108,521 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,248,562 | TotalAmt |
| Program Services | $763,510 | ProgramServicesAmt |
| Management And General | $421,832 | ManagementAndGeneralAmt |
| Fundraising | $63,220 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,218,707 | TotalAmt |
| Program Services | $2,915,089 | ProgramServicesAmt |
| Management And General | $282,448 | ManagementAndGeneralAmt |
| Fundraising | $21,170 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $717,666 | TotalAmt |
| Program Services | $695,069 | ProgramServicesAmt |
| Management And General | $8,885 | ManagementAndGeneralAmt |
| Fundraising | $13,712 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $338,630 | TotalAmt |
| Program Services | $290,532 | ProgramServicesAmt |
| Management And General | $26,689 | ManagementAndGeneralAmt |
| Fundraising | $21,409 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,890,213 | TotalAmt |
| Program Services | $1,855,650 | ProgramServicesAmt |
| Management And General | $34,563 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $450,839 | TotalAmt |
| Program Services | $80,282 | ProgramServicesAmt |
| Management And General | $360,567 | ManagementAndGeneralAmt |
| Fundraising | $9,990 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,670,482 | TotalAmt |
| Program Services | $5,584,896 | ProgramServicesAmt |
| Management And General | $85,344 | ManagementAndGeneralAmt |
| Fundraising | $242 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $457,997 | TotalAmt |
| Program Services | $2,111 | ProgramServicesAmt |
| Management And General | $455,869 | ManagementAndGeneralAmt |
| Fundraising | $17 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Related organizations a | $6,745,345 | $5,458,552 | $1,283,887 | $2,906 |
| Building Repair | $1,479,985 | $1,291,355 | $179,195 | $9,435 |
| Noncapitalized equipmen | $672,977 | $529,517 | $109,436 | $34,024 |
| Food and housing | $101,928 | $101,928 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $266,190 | TotalAmt |
| Program Services | $208,687 | ProgramServicesAmt |
| Management And General | $8,040 | ManagementAndGeneralAmt |
| Fundraising | $49,463 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,791,014 | TotalAmt |
| Program Services | $85,438,065 | ProgramServicesAmt |
| Management And General | $9,009,033 | ManagementAndGeneralAmt |
| Fundraising | $3,343,916 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,285,925 | BOYAmt |
| EOY | $723,272 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,731,739 | BOYAmt |
| EOY | $44,257,972 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,247,276 | BOYAmt |
| EOY | $14,336,865 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $755,674 | BOYAmt |
| EOY | $976,779 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $255,114 | BOYAmt |
| EOY | $231,075 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $235,768,313 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $86,864,967 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,940,230 | BOYAmt |
| EOY | $148,903,346 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $453,337,355 | BOYAmt |
| EOY | $410,092,837 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,598,125 | BOYAmt |
| EOY | $1,290,285 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $659,151,438 | BOYAmt |
| EOY | $620,812,431 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,683,015 | BOYAmt |
| EOY | $8,098,966 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,211,812 | BOYAmt |
| EOY | $672,841 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,917,094 | BOYAmt |
| EOY | $12,648,352 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,120,559 | BOYAmt |
| EOY | $1,028,634 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,902,771 | BOYAmt |
| EOY | $50,649,588 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,393,923 | BOYAmt |
| EOY | $5,990,687 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $83,229,174 | BOYAmt |
| EOY | $79,089,068 | 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 | $194,254,075 | BOYAmt |
| EOY | $189,626,531 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $381,668,189 | BOYAmt |
| EOY | $352,096,832 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $575,922,264 | BOYAmt |
| EOY | $541,723,363 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $659,151,438 | BOYAmt |
| EOY | $620,812,431 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $37,610,522 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$72,126,310 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $316,887 | 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 | $19,520,806 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,152,110 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,792,726 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,425,141 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,609,308 | CurrentTaxYearAmt |
| Total | $72,500,091 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,520,806 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,152,110 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,792,726 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,425,141 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,609,308 | CurrentTaxYearAmt |
| Total | $72,500,091 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $11,465,046 | SubstantialContributorsTotAmt |
| Public Support Total170 | $61,035,045 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,979,908 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,855,711 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,132,505 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,869,512 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,649,961 | CurrentTaxYearAmt |
| Total | $29,487,597 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $101,987,688 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $331,098,721 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.59850 | PublicSupportCY170Pct |
| Public Support PY170 | 0.61870 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $444,484,175 | BeginningYearBalanceAmt |
| Contributions | $10,209,787 | ContributionsAmt |
| Investment Earnings Or Losses | -$31,436,857 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,206,978 | GrantsOrScholarshipsAmt |
| Other Expenditures | $12,752,563 | OtherExpendituresAmt |
| End Year Balance | $407,297,564 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $321,389,453 | BeginningYearBalanceAmt |
| Contributions | $3,930,891 | ContributionsAmt |
| Investment Earnings Or Losses | $134,836,315 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,059,939 | GrantsOrScholarshipsAmt |
| Other Expenditures | $12,612,545 | OtherExpendituresAmt |
| End Year Balance | $444,484,175 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $330,509,442 | BeginningYearBalanceAmt |
| Contributions | $1,918,750 | ContributionsAmt |
| Investment Earnings Or Losses | $4,569,257 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,017,900 | GrantsOrScholarshipsAmt |
| Other Expenditures | $12,590,096 | OtherExpendituresAmt |
| End Year Balance | $321,389,453 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $320,383,838 | BeginningYearBalanceAmt |
| Contributions | $7,332,586 | ContributionsAmt |
| Investment Earnings Or Losses | $17,752,255 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,868,047 | GrantsOrScholarshipsAmt |
| Other Expenditures | $12,091,190 | OtherExpendituresAmt |
| End Year Balance | $330,509,442 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $303,342,937 | BeginningYearBalanceAmt |
| Contributions | $692,670 | ContributionsAmt |
| Investment Earnings Or Losses | $31,005,610 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,803,723 | GrantsOrScholarshipsAmt |
| Other Expenditures | $11,853,656 | OtherExpendituresAmt |
| End Year Balance | $320,383,838 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.20110 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.42050 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.37840 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,913,951 | OtherCostOrOtherBasisAmt |
| Book Value | $12,913,951 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,381,300 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $200,872,866 | OtherCostOrOtherBasisAmt |
| Depreciation | $70,787,278 | DepreciationAmt |
| Book Value | $131,466,888 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,875,444 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,972,490 | DepreciationAmt |
| Book Value | $1,902,954 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,724,752 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,105,199 | DepreciationAmt |
| Book Value | $2,619,553 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $148,903,346 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Annuities Payable | $3,382,808 |
| Government Advances/Student Loans | $1,079,666 |
| Asset Retirement Obligation | $1,528,213 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,990,687 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $41,907,900 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$72,126,310 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $316,887 | OtherRevenueAmt |
| Revenue Not Reported | -$71,809,423 | RevenueNotReportedAmt |
| Revenue Subtotal | $113,717,323 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,309,284 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $20,374,929 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $21,684,213 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $135,401,536 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $76,106,801 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $76,106,801 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,309,284 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $20,374,929 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $21,684,213 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $97,791,014 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part IV, Line 2b: | Funds held in trust for others totaled approximately $1,029,000 and $1,121,000 at June 30, 2022 and June 30, 2021, respectively. These amounts represent other Claremont College funds and third-party remainder interests held in trust by the College. |
| Part V, Line 4: | Perpetual endowments are subject to the restrictions of gift instruments requiring in perpetuity that the principal be invested and the income only be utilized as provided under the California Uniform Prudent Management of Institutional Funds Act (UPMIFA). While funds have been established by the Board of Trustees to function as endowment, any portion of such funds may be expended. |
| Part XI, Line 2d - Other Adjustments: | Actuarial Adjustment 316,887. |
| Part XI, Line 4b - Other Adjustments: | Student Financial Aid 20,374,929. |
| Part XII, Line 4b - Other Adjustments: | Student Financial Aid 20,374,929. |
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 racial nondiscrimination policy is stated in brochures, the college catalog, and is available on the college website. |
| Schedule E, Part I, Line 6 | Harvey Mudd College participates in the Pell grant, Supplemental Educational Opportunity Grant, College Work-Study, and Perkins Loan programs. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (12 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| East Asia and the Pacific | 0 | 0 | Program Services | Education Instruction | $14,719 |
| Europe (Including Iceland & Greenland) | 0 | 0 | Program Services | Education Instruction | $40,042 |
| North America | 0 | 0 | Program Services | Education Instruction | $5,211 |
| South America | 0 | 0 | Program Services | Education Instruction | $1,109 |
| Russia and Neighboring States | 0 | 0 | Program Services | Education Instruction | $1,618 |
| East Asia and the Pacific | 0 | 0 | Grants to recipients located in region | $458,915 | |
| Europe (Including Iceland & Greenland) | 0 | 0 | Grants to recipients located in region | $279,054 | |
| Middle East and North Africa | 0 | 0 | Grants to recipients located in region | $132,718 | |
| North America | 0 | 0 | Grants to recipients located in region | $86,068 | |
| South Asia | 0 | 0 | Grants to recipients located in region | $76,170 | |
| Sub-Saharan Africa | 0 | 0 | Grants to recipients located in region | $350,542 | |
| South America | 0 | 0 | Grants to recipients located in region | $95,056 |
| 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 | $933,386 | SubtotalSpentAmt |
| Continuation Spent | $607,836 | ContinuationSpentAmt |
| Total Spent | $1,541,222 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (7 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| Harvey S. Mudd Merit Award, First Robotics Merit Award, Scripps Music & Outside Scholarships | East Asia and the Pacific | 15 | $458,915 | Application to student account |
| Harvey Mudd Scholarship for International Students & So Merit Award for International Students | Europe (Including Iceland & Greenland) | 4 | $279,054 | Application to student account |
| Harvey Mudd Scholarship and Outside Scholarship | Middle East and North Africa | 2 | $132,718 | Application to student account |
| Harvey Mudd Scholarship, Harvey S. Mudd Merit Award & Outside Scholarships | North America | 1 | $86,068 | Application to student account |
| Grover/McManus & Harvey S. Mudd Merit Award | South Asia | 3 | $76,170 | Application to student account |
| Harvey Mudd Scholarship | Sub-Saharan Africa | 5 | $350,542 | Application to student account |
| Harvey Mudd Scholarship for International Students & So Merit Award for International Students & RIF Merit Award & Outside Scholarships | South America | 2 | $95,056 | Application to student account |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | Yes (1) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 2: | The use of grant funds is monitored through the student financial aid and billing process. |
| Part I, line 3: | Accrual method |
| Part III, Col (c): | The number of recipients are determined by 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Student Financial Aid | GrantTypeTxt |
| Recipient | 555 | RecipientCnt |
| Cash Grant | $18,896,406 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The use of grant funds is monitored through the student financial aid and billing process. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| 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 |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Maria M Klawe | ||||||||||||||
| President | $684,430 | $0 | $0 | $0 | $6,788 | $0 | $34,800 | $0 | $79,713 | $0 | $805,731 | $0 | $0 | $0 |
| Andrew Dorantes - VP Chief | ||||||||||||||
| Operating Officer and Treasurer | $375,350 | $0 | $0 | $0 | $280 | $0 | $34,800 | $0 | $61,268 | $0 | $471,698 | $0 | $0 | $0 |
| Hieu Nguyen | ||||||||||||||
| VP for Advancement | $310,966 | $0 | $0 | $0 | $280 | $0 | $34,800 | $0 | $39,972 | $0 | $386,018 | $0 | $0 | $0 |
| Kaushal Gokli | ||||||||||||||
| Faculty | $168,282 | $0 | $0 | $0 | $104,834 | $0 | $34,284 | $0 | $34,005 | $0 | $341,405 | $0 | $0 | $0 |
| Lisa Sullivan - VP for Academic | ||||||||||||||
| Affairs & Dean of Faculty | $197,651 | $0 | $0 | $0 | $71,030 | $0 | $33,570 | $0 | $27,951 | $0 | $330,202 | $0 | $0 | $0 |
| Joseph Vaughan - Chief Information | ||||||||||||||
| Officer/VP of Comput & Info Services | $237,854 | $0 | $0 | $0 | $0 | $0 | $29,700 | $0 | $25,015 | $0 | $292,569 | $0 | $0 | $0 |
| Zachary Dodds | ||||||||||||||
| Faculty | $143,952 | $0 | $0 | $0 | $65,753 | $0 | $26,202 | $0 | $53,034 | $0 | $288,941 | $0 | $0 | $0 |
| Thyra Briggs - VP for | ||||||||||||||
| Admission and Financial Aid | $233,938 | $0 | $0 | $0 | $280 | $0 | $28,680 | $0 | $17,472 | $0 | $280,370 | $0 | $0 | $0 |
| Jeffrey Groves - Faculty and | ||||||||||||||
| Former VP & Dean of Faculty | $206,220 | $0 | $0 | $0 | $23,886 | $0 | $27,877 | $0 | $10,032 | $0 | $268,015 | $0 | $0 | $0 |
| Jon Jacobsen - Faculty | ||||||||||||||
| Former VP & Dean of Students | $153,635 | $0 | $0 | $0 | $36,719 | $0 | $24,947 | $0 | $45,817 | $0 | $261,118 | $0 | $0 | $0 |
| Scott Martin - Associate VP for | ||||||||||||||
| Business Affairs & Assis. Treasurer | $201,355 | $0 | $0 | $0 | $280 | $0 | $25,415 | $0 | $26,567 | $0 | $253,617 | $0 | $0 | $0 |
| Alfonso Castro | ||||||||||||||
| Faculty | $195,453 | $0 | $0 | $0 | $0 | $0 | $23,907 | $0 | $24,587 | $0 | $243,947 | $0 | $0 | $0 |
| Timothy Hussey - Chief Communicatio | ||||||||||||||
| Officer/Asst Secr to the Board | $190,029 | $0 | $0 | $0 | $280 | $0 | $23,370 | $0 | $17,773 | $0 | $231,452 | $0 | $0 | $0 |
| Mia Alonzo | ||||||||||||||
| Asst VP/Controller | $0 | $171,805 | $0 | $3,600 | $0 | $960 | $0 | $9,707 | $0 | $24,278 | $0 | $210,350 | $0 | $0 |
| Anna Gonzalez - VP for | ||||||||||||||
| Student Affairs & Dean of Students | $130,889 | $0 | $0 | $0 | $40,990 | $0 | $19,725 | $0 | $6,063 | $0 | $197,667 | $0 | $0 | $0 |
| Karen Angemi | ||||||||||||||
| Chief of Staff & Secretary to Board | $126,104 | $0 | $0 | $0 | $280 | $0 | $15,960 | $0 | $49,709 | $0 | $192,053 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 1a | FormAndLineReferenceDesc |
| Explanation | - First Class Travel - The President is authorized to travel in business/first class when flying on Harvey Mudd College (HMC) business. - Travel for companions - With prior approval from the Chairman of the Board of Trustees, HMC paid for bona fide business related travel expenses for the President's spouse, who is also an employee of HMC. There was no travel during the tax year. - Housing allowance or residence for personal use - The Institution provided lodging for the President and family in Institution owned property for the convenience of the employer. - Personal services - The Institution provided cleaning services to the President's house 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. HMC also paid for phone and cable service to this campus building. The benefits listed above were not included in taxable compensation. - Housing allowance - The Institution provided a housing allowance for one key employee that was included in taxable compensation. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | California Municipal Finance Authority | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 201563466 | BondIssuerEIN |
| CUSIP | 000000000 | CUSIPNum |
| Bond Issued | 2019-02-28 | BondIssuedDt |
| Issue Price | $12,967,500 | IssuePriceAmt |
| Purpose | See Part VI | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $351,648 | RetiredAmt |
| Total Proceeds | $12,967,500 | TotalProceedsAmt |
| Issuance Costs From Proceeds | $17,501 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $12,949,999 | CapitalExpendituresAmt |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | 0 | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | 0 | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule K, Supplemental Information: Part I, Column (f), Line C: | FormAndLineReferenceDesc |
| Explanation | For the purpose of financing the acquisitions, construction, improvement, renovation and equipping of certain educational facilities. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Closely Held Stock SecuritiesCloselyHeldStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 54 | ContributionCnt |
| Noncash Contributions Rpt F990 | $448,653 | 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 | Holiday Dinner | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,360 | 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 contributors 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 is composed of the Chair of the Board, the Chair and Vice Chairs, if any, of the Executive Committee, all Vice Chairs of the Board; the Chairs of all Standing Committees; and the President of the College. Subject to Section 2 of Article IV, the Chair of the Board, after consultation with the President, the Chair of the Executive Committee, the Vice Chair(s) of the Board, and the Chair and Vice Chair of the Board Affairs Committee, may appoint members at large of the Executive Committee. Subject to limitations contained in California Corporations Code Section 5212(a) and additional limitations contained in the Harvey Mudd College Bylaws, when the Harvey Mudd 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 | HMC utilizes a process for review of the IRS Form 990 Return of Organization Exempt from Income Tax that involves multiple layers of management as well as governing board members. HMC has engaged an outside accounting firm to prepare the Form 990 using information provided by the Office of Financial Services, the Office of Human Resources, and the Business Affairs Office (BAO), and changes are made as needed. Once a revised draft is available, it is reviewed by the Controller, Senior Director of Finance and Budget, Assistant Treasurer and Financial Analyst, and the Vice President, Chief Operating Officer and Treasurer. After this review and any resulting changes are complete, the revised draft is provided to members of the HMC Audit Committee for questions and comments. Once questions and comments from the Audit Committee are fielded and issues resolved, the Audit Committee accepts the Form 990 and the Form 990 is provided to all voting members of the Board of Trustees prior to filing. |
| Form 990, Part VI, Section B, line 12c | Conflict of Interest Policy Compliance: STAFF: College employees who are directly or indirectly involved in purchasing or other financial transactions involving the College are required, on an annual basis, to complete and submit a Conflict of Interest Staff Disclosure Form for his or her supervisor's review. SUPERVISORS: - On an annual basis, supervisors review the policies related to Conflict of Interest and specifically Purchasing and Contracts, Gifts and Gratuities, Employment of Relatives, and Consulting and Outside Activities with all staff who report to them; - obtain and review disclosure forms from those who are required to complete them for possible conflicts; - review forms for completeness and, where necessary, take any follow up action that is appropriate. If there is a conflict of interest or the appearance of one, the supervisor reviews the disclosure form with the staff member and/or refers the situation to the appropriate Cabinet Member. If the situation warrants, the Cabinet Member will confer with the Human Resources Office. OFFICERS/BOARD OF TRUSTEES: Each trustee and officer annually completes and executes a Declaration, which affirms that such person has received a copy of the Conflict of Interest Policy, has read and understands the Policy, and has agreed to comply with the Policy. Annual Declarations are submitted to the Secretary of the Board of Trustees, who compiles the data and reports the results to the Board Executive Committee through the Audit Committee. A trustee or officer discloses through the Declaration form the existence of any financial or other interest, which could give rise to a conflict of interest. Disclosures of actual or potential conflicts of interest made by any trustee are referred to the Board Executive Committee (Committee). Any action taken by the Committee regarding conflicts of interest requires approval by the Board of Trustees. Disclosure of actual or potential conflicts of interest by any officer (who is not a trustee) is delegated to the President of the College, who reviews the final determination with the Chair of the Board of Trustees before any action is taken. Trustee recuse themselves on votes if there is a conflict of interest. |
| Form 990, Part VI, Section B, line 15 | The Trustee Compensation Committee utilizes benchmark salary data from comparable higher education institution groups for the executive management positions of President, Vice Presidents, officers, key employees, and disqualified individuals. Compensation data is gathered of peer group institutions, which is available from subscribed survey data sources. The salary medians of the comparable education institution groups will inform the committee and be used as guides. The committee will also review salary in relation to local and national inflation measures, individual performance, as evidenced by the annual written performance evaluations, and the individual's length of service in the position. Detailed analyzed data is presented to the committee for review and discussion. After review and discussion of report results, performance evaluations, and any requested additional clarification, the committee, in executive session with the President and Board Secretary, determines salary increases for Vice Presidents and others. The Board Secretary is excused and the committee determines the Board Secretary's salary increase. The President is excused from the meeting and the committee develops a recommendation to the Board of Trustees for the President's salary increase. Minutes of the committee and the analyses are kept in confidentiality limited to the committee, President, Board Secretary, Vice President, Chief Operating Officer and Treasurer, and Director of Human Resources. The Director of Human Resources retains the minutes analyses as documentation of the process. The committee presents its report on the President's recommended salary increase to the Board of Trustees during the May board meeting. The Board of Trustees carefully consider the recommendation and the analysis performed by the Compensation Committee prior to approving the President's salary increase. |
| Form 990, Part VI, Section C, line 19 | - Financial statements are available on Harvey Mudd College's website. - Conflict of interest policy is available to the public upon request. - Governing documents are not made available to the public. |
| Form 990, Part XI, line 9: | Actuarial Adjustment 316,887. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 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 | |||||||||||
| 101 South Mills Ave | Claremont | CA | 91711 | 954786748 | Provide academic and business services | CA | 501(c)(3) | Line 12a, I | N/A | 0 | |
| Claremont Investment Fund | |||||||||||
| 500 E 9th Street | Claremont | CA | 91711 | 823049880 | Supporting Organization | CA | 501(c)(3) | Line 12a, I | 0 | Claremont McKenna College | |
| Claremont Investment Management Company | |||||||||||
| 500 E 9th Street | Claremont | CA | 91711 | 823028605 | Supporting Organization | CA | 501(c)(3) | Line 12a, I | 0 | Claremont McKenna College | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|
| Charitable Remainder Unitrusts (7) | ||||
| Holding | CA | N/A | T | Yes (1) |
| Pooled Income Fund (1) | ||||
| Holding | CA | N/A | T | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | 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 | 0 | 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 | 0 | TransferFromOtherOrgInd |