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POMONA COLLEGE: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
POMONA COLLEGE (EIN 95-1664112)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-05-14
IRS object ID
202521349349307757
Schema version
2023v6.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-14T13:38:35-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN135565207PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1550 SOUTH HOPE STREET SUITE 1500AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90071ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN951664112EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1POMONA COLLEGEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPOMOBusinessNameControlTxt
Phone9096218135PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1550 N COLLEGE AVENUEAddressLine1Txt
CityCLAREMONTCityNm
State AbbreviationCAStateAbbreviationCd
ZIP917114434ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMARY LOU WOODSPersonNm
Person TitleASST VP/ASSOC TREASURERPersonTitleTxt
Phone9096218235PhoneNum
Signature2025-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info Curr0IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCAREY MCKEEPreparerPersonNm
PTINP01281067PTIN
Phone2139724000PhoneNum
Preparation2025-05-12PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerG GABRIELLE STARRPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1550 N COLLEGE AVENUEAddressLine1Txt
CityCLAREMONTCityNm
State AbbreviationCAStateAbbreviationCd
ZIP917114434ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,455,214,831GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.POMONA.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1887FormationYr
Legal Domicile StateCALegalDomicileStateCd
Activity Or MissionPOMONA COLLEGE IS WIDELY REGARDED AS ONE OF THE WORLD'S LEADING LIBERAL ARTS COLLEGES, OFFERING AN IDEAL ENVIRONMENT FOR INTELLECTUALLY CURIOUS STUDENTS TO PURSUE THEIR ACADEMIC AND LIFE GOALS.ActivityOrMissionDesc
Voting Members Governing Body27VotingMembersGoverningBodyCnt
Voting Members Independent26VotingMembersIndependentCnt
Total Employee2971TotalEmployeeCnt
Total Volunteers2239TotalVolunteersCnt
Total Gross UBI$14,110,063TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$21,270,295PYContributionsGrantsAmt
CY Contributions Grants$35,813,574CYContributionsGrantsAmt
PY Program Service Revenue$138,891,294PYProgramServiceRevenueAmt
CY Program Service Revenue$144,714,190CYProgramServiceRevenueAmt
PY Investment Income$80,801,657PYInvestmentIncomeAmt
CY Investment Income$147,921,068CYInvestmentIncomeAmt
PY Other Revenue$2,721,414PYOtherRevenueAmt
CY Other Revenue$1,000,351CYOtherRevenueAmt
PY Total Revenue$243,684,660PYTotalRevenueAmt
CY Total Revenue$329,449,183CYTotalRevenueAmt
PY Grants And Similar Paid$55,234,189PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$60,428,688CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$115,297,642PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$122,600,817CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$18,811,751CYTotalFundraisingExpenseAmt
PY Other Expenses$121,586,159PYOtherExpensesAmt
CY Other Expenses$120,784,825CYOtherExpensesAmt
PY Total Expenses$292,117,990PYTotalExpensesAmt
CY Total Expenses$303,814,330CYTotalExpensesAmt
PY Revenues Less Expenses-$48,433,330PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$25,634,853CYRevenuesLessExpensesAmt
Total Assets BOY$3,668,675,252TotalAssetsBOYAmt
Total Assets EOY$3,917,637,466TotalAssetsEOYAmt
Total Liabilities BOY$408,404,631TotalLiabilitiesBOYAmt
Total Liabilities EOY$424,563,962TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,260,270,621NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,493,073,504NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHROUGHOUT ITS HISTORY, POMONA COLLEGE HAS EDUCATED MEN AND WOMEN OF EXCEPTIONAL PROMISE. WE GATHER INDIVIDUALS, REGARDLESS OF FINANCIAL CIRCUMSTANCES, INTO A SMALL RESIDENTIAL COMMUNITY THAT IS STRONGLY ROOTED IN SOUTHERN CALIFORNIA YET GLOBAL IN ITS ORIENTATION. THROUGH CLOSE TIES AMONG A DIVERSE GROUP OF FACULTY, STAFF AND CLASSMATES, POMONA STUDENTS ARE INSPIRED TO ENGAGE IN THE PROBING INQUIRY AND CREATIVE LEARNING THAT ENABLE THEM TO IDENTIFY AND ADDRESS THEIR INTELLECTUAL PASSIONS. THIS EXPERIENCE WILL CONTINUE TO GUIDE THEIR CONTRIBUTIONS AS THE NEXT GENERATION OF LEADERS, SCHOLARS, ARTISTS AND ENGAGED MEMBERS OF SOCIETY TO FULFILL THE VISION OF THE COLLEGE'S FOUNDERS: TO BEAR THEIR ADDED RICHES IN TRUST FOR ALL.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$146,428,849ExpenseAmt
Grant$60,428,688GrantAmt
Revenue$141,835,732RevenueAmt
DescINSTRUCTION AND RESEARCH: CONSISTENTLY RANKED AS ONE OF THE TOP NATIONAL LIBERAL ARTS COLLEGES ACCORDING TO U.S. NEWS AND WORLD REPORT, POMONA COLLEGE OFFERS AN ACADEMIC PROGRAM THAT ENCOMPASSES THE MAJOR FIELDS OF THE ARTS, HUMANITIES, NATURAL SCIENCES AND SOCIAL SCIENCES. LEARNING IS ENCOURAGED THROUGH THEORY-BUILDING AND EMPIRICAL RESEARCH, HISTORICAL AND LINGUISTIC ANALYSIS, INQUIRY AND ETHICAL DEBATE. POMONA'S LIBERAL ARTS CURRICULUM, SMALL CLASSES, RESIDENTIAL CAMPUS AND SOPHISTICATED LABORATORIES AND STUDIOS PREPARE STUDENTS FOR LIVES OF PERSONAL FULFILLMENT AND SOCIAL RESPONSIBILITY IN A GLOBAL CONTEXT. POMONA GRADUATES NOT ONLY RECEIVE EXCELLENT LIFELONG PREPARATION FOR A WIDE RANGE OF CAREERS, BUT ALSO ARE ENCOURAGED TO DEVELOP THE RATIONAL DISCRIMINATION, AESTHETIC APPRECIATION, COMPASSION AND UNDERSTANDING THAT ONLY KNOWLEDGE CAN FOSTER. IN 2023-24, FIFTEEN RECIPIENTS FROM POMONA COLLEGE WERE AWARDED FULBRIGHT AWARDS, PLACING POMONA AS A TOP PRODUCER OF FULBRIGHT STUDENTS AMONG BACHELOR'S INSTITUTIONS, AS REPORTED BY THE CHRONICLE OF HIGHER EDUCATION. POMONA OFFERS 48 MAJORS IN THE NATURAL SCIENCES, HUMANITIES, SOCIAL SCIENCES FINE ARTS AND INTERDISCIPLINARY FIELDS. ALSO COMMON ARE DOUBLE MAJORS AND INDIVIDUAL SPECIAL MAJORS, CRAFTED BY THE STUDENT WITH GUIDANCE FROM FACULTY. FIRST-YEAR STUDENTS DELVE INTO A CRITICAL INQUIRY SEMINAR TO DEVELOP SKILLS IN CRITICAL THINKING, ANALYSIS AND WRITING. POMONA'S SUMMER UNDERGRADUATE RESEARCH PROGRAM ENABLES STUDENTS TO CONDUCT EXTENDED, FOCUSED RESEARCH IN CLOSE COOPERATION WITH A POMONA FACULTY MEMBER, WITH PROJECTS TAKING PLACE BOTH ON CAMPUS AND IN THE FIELD. THE COLLEGE OFFERS ABOUT 650 COURSES EACH YEAR, AND STUDENTS ALSO HAVE ACCESS TO NEARLY 2,700 COURSES AT THE CLAREMONT COLLEGES.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$40,948,074ExpenseAmt
Grant$0GrantAmt
Revenue$260,841RevenueAmt
DescAUXILIARY ENTERPRISES: A MAJORITY OF POMONA COLLEGE STUDENTS RESIDE IN CAMPUS HOUSING THROUGHOUT THEIR COLLEGE CAREER, A TESTAMENT TO THE QUALITY OF LIFE ON CAMPUS. THE SCALE AND ARRANGEMENT OF POMONA'S 14 RESIDENCE HALLS ENCOURAGE STUDENTS TO GET TO KNOW EACH OTHER. RANGING IN SIZE FROM 60 TO 250 STUDENTS, WITH AN AVERAGE OF ABOUT 120 EACH, THESE COEDUCATIONAL RESIDENCES ARE LARGE ENOUGH TO BRING TOGETHER STUDENTS WITH A VARIETY OF INTERESTS AND EXPERIENCES, BUT SMALL ENOUGH TO ALLOW RESIDENTS TO WORK IN COHESIVE GROUPS. POMONA PROVIDES SELF-OPERATED DINING AND CATERING SERVICES AT THREE DINING HALLS. POMONA'S GOAL IS TO SERVE FOOD THAT IS HEALTHY, FRESH AND DELICIOUS AND THAT IS PRODUCED IN A JUST AND SUSTAINABLE MANNER. THE INSTRUCTIONAL AND EXTRA-CURRICULAR PROGRAMS ARE FURTHER SUPPORTED BY BRIDGES AUDITORIUM, A PERFORMING ARTS CENTER THAT SEATS 2,500, AND SEAVER THEATRE, A COMPREHENSIVE THEATRE COMPLEX FEATURING A 350-SEAT AUDITORIUM AND 100-SEAT EXPERIMENTAL THEATRE SPACE. ATHLETIC FACILITIES INCLUDE A CENTER FOR ATHLETICS, RECREATION AND WELLNESS, THE HALDEMAN AQUATICS CENTER, AND FIELDS FOR SOFTBALL, BASEBALL, TRACK, SOCCER, FOOTBALL, LACROSSE AND MORE. POMONA COLLEGE HAS MADE SIGNIFICANT INVESTMENTS TO MAKE THE CAMPUS MORE SUSTAINABLE, INCLUDING BUILDING THE FIRST LEED-PLATINUM LARGE-SCALE RESIDENCE HALLS IN THE WEST, TO INSTALLING SOLAR ENERGY AND REMOVING IMPERMEABLE SURFACES AND REPLACING THEM WITH DROUGHT RESISTANT LANDSCAPING AND PERMEABLE GROUND COVER. THE COLLEGE HAS PLEDGED TO BE CARBON-NEUTRAL BY 2030 AS PART OF THE AMERICAN COLLEGES AND UNIVERSITIES PRESIDENTS' CLIMATE COMMITMENT (ACUPCC).Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$30,621,205ExpenseAmt
Grant$0GrantAmt
Revenue$2,129,194RevenueAmt
DescSTUDENT SERVICES: POMONA COLLEGE OFFERS STUDENTS A WIDE VARIETY OF PROGRAMS TO EXTEND THEIR EDUCATION BEYOND THE CLASSROOM, INCLUDING CLUBS, SPORTS, THE STUDENT LIFE NEWSPAPER AND STUDENT GOVERNMENT. OTHER RESOURCES OFFERED TO STUDENTS INCLUDE THE OFFICE OF BLACK STUDENT AFFAIRS, THE ASIAN AMERICAN RESOURCE CENTER, THE CHICANO/LATINO STUDENT AFFAIRS CENTER, THE WOMEN'S UNION AND THE QUEER RESOURCE CENTER. THE COLLEGE ALSO ASSISTS STUDENTS WITH ORIENTATION, REGISTRATION AND ACADEMIC COUNSELING. FROM THEIR FIRST YEAR AT POMONA, STUDENTS CAN TURN TO THE CAREER DEVELOPMENT OFFICE (CDO), WHICH PROVIDES RESOURCES, SERVICES AND CAREER ADVISING. STUDENTS ALSO CAN APPLY FOR THE CDO'S PROGRAM OF SUMMER INTERNSHIPS IN THE U.S. AND ABROAD. THE CLAREMONT COLLEGES' STUDENT HEALTH SERVICES STRESSES PREVENTATIVE MEDICINE AND HEALTH AWARENESS, WHILE MONSOUR COUNSELING AND PSYCHOLOGICAL SERVICES PROVIDE MENTAL HEALTH AND WELLNESS SERVICES. THE INTERFAITH OFFICE OF THE CHAPLAINS DIRECTS THE PROGRAMS OF THE CLAREMONT COLLEGES' MCALISTER CENTER FOR RELIGIOUS ACTIVITIES, ASSISTING STUDENTS IN MAKING CONTACT WITH MEMBERS OF THEIR COMMUNITY OF BELIEF. WORKING CLOSELY WITH STUDENTS, FACULTY AND STAFF, THE DIVISION OF STUDENT AFFAIRS AIMS TO PROVIDE SERVICES, ACTIVITIES, AND RESOURCES THAT SUPPORT THE COLLEGE'S EDUCATIONAL ENTERPRISE AND ENABLE EACH STUDENT TO LEARN, GROW, AND DEVELOP WHILE AT POMONA.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$54,320,548ExpenseAmt
Revenue$488,423RevenueAmt
DescOTHER PROGRAM SERVICESOTHER-PUBLIC SERVICE, INSTITUTIONAL SUPPORT, ACADEMIC SUPPORT: IN ORDER TO FACILITATE OUR PROGRAM OF INSTRUCTION AND RESEARCH, POMONA COLLEGE PROVIDES INSTITUTIONAL SUPPORT THROUGH OUR BUSINESS OFFICE, ALUMNI RELATIONS, INFORMATION TECHNOLOGIES, COMMUNICATIONS, MAJOR GIFTS/GIVING AND STAFF EDUCATIONAL SUPPORT TO KEEP OUR STAFF INFORMED OF NEW AND DEVELOPING WAYS TO ADVANCE OUR PRIMARY MISSION. THE DRAPER CENTER FOR COMMUNITY PARTNERSHIPS IS THE COLLEGE'S MAIN AVENUE FOR FOSTERING MUTUALLY BENEFICIAL EXCHANGES AMONG COMMUNITY MEMBERS, STUDENTS, FACULTY AND STAFF IN ORDER TO SUPPORT EDUCATIONAL OUTREACH INITIATIVES, COMMUNITY-BASED RESEARCH AND LEARNING, AND OTHER COMMUNITY ENGAGEMENT ACTIVITIES. THE DRAPER CENTER'S SIGNATURE PROGRAM, THE POMONA COLLEGE ACADEMY FOR YOUTH SUCCESS (PAYS), IS A COLLEGE ACCESS PROGRAM FOR HIGH SCHOOL STUDENTS THAT AIMS TO INCREASE THE POOL OF STUDENTS PREPARED TO ENTER HIGHLY SELECTIVE COLLEGES AND UNIVERSITIES. THROUGH THE DRAPER CENTER, POMONA STUDENTS CAN EXPLORE AN ASSORTMENT OF COMMUNITY AND VOLUNTEER OPPORTUNITIES THROUGH THE DRAPER CENTER, INCLUDING COLLABORATIVE THEATRE WITH LOCAL MIDDLE-SCHOOL STUDENTS, FOOD RESCUE FOR LOCAL SHELTERS, EDUCATIONAL OUTREACH, VOLUNTEERING DURING SPRING BREAK AND TAKING CLASSES WITH COMMUNITY COLLABORATION. TEACHING FROM ORIGINAL WORKS OF ART IS CENTRAL TO THE MISSION AT THE BENTON MUSEUM OF ART AT POMONA COLLEGE. THROUGHOUT THE ACADEMIC YEAR THE MUSEUM OFFERS A VARIETY OF EDUCATIONAL PROGRAMS HIGHLIGHTING THE EXHIBITIONS AND COLLECTIONS OF THE MUSEUM AND CONNECTING POMONA STUDENTS WITH THE ARTS AND CONCERNS OF OUR TIME. POMONA COLLEGE FACULTY UTILIZES THE MUSEUM, ITS EXHIBITIONS, AND ITS COLLECTIONS AS A RESOURCE FOR TEACHING, AND AS A SUBJECT FOR RESEARCH AND WRITING.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$54,320,548TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$488,423TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$272,318,676TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of ArtYes (1)CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School OperatingYes (1)SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To IndividualsYes (1)MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan OutstandingYes (1)LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (1)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art ContributionYes (1)DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document951IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee2971EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed OfYes (1)Form8282PropertyDisposedOfInd
Form8282 Filed2Form8282FiledCnt
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncYes (1)SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members27GoverningBodyVotingMembersCnt
Independent Voting Member26IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARY LOU WOODSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9096218135PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1550 N COLLEGE AVENUEAddressLine1Txt
CityCLAREMONTCityNm
State AbbreviationCAStateAbbreviationCd
ZIP917114434ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (47 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
SAMUEL GLICK
TRUSTEE/BOARD CHAIR5.000.00Yes (X)Yes (X)$0$0$0
WENDALL JACKSON JACK LONG
TRUSTEE/BOARD VICE CHAIR2.000.00Yes (X)Yes (X)$0$0$0
ADITYA SOOD
TRUSTEE/BOARD VICE CHAIR2.000.00Yes (X)Yes (X)$0$0$0
BOBBY LEE
TRUSTEE/BOARD VICE CHAIR2.000.00Yes (X)Yes (X)$0$0$0
JEFFEREY T PARKS
TRUSTEE/BOARD VICE CHAIR2.000.00Yes (X)Yes (X)$0$0$0
MATTHEW J ESTES
TRUSTEE/BOARD VICE CHAIR2.000.00Yes (X)Yes (X)$0$0$0
ONETTA BROOKS
TRUSTEE/BOARD VICE CHAIR2.000.00Yes (X)Yes (X)$0$0$0
STEPHEN B LOEB
TRUSTEE/BOARD VICE CHAIR2.000.00Yes (X)Yes (X)$0$0$0
SUSAN DUNN
TRUSTEE/BOARD VICE CHAIR2.000.00Yes (X)Yes (X)$0$0$0
ALICIA ZALESIN
TRUSTEE2.000.00Yes (X)$0$0$0
CHRISTINA WIRE
TRUSTEE2.000.00Yes (X)$0$0$0
DAVID NUNES
TRUSTEE2.000.00Yes (X)$0$0$0
JANET INSKEEP BENTON
TRUSTEE2.000.00Yes (X)$0$0$0
JOHN STARR
TRUSTEE2.000.00Yes (X)$0$0$0
MACKENZIE TEYMOURI
TRUSTEE2.000.00Yes (X)$0$0$0
NATHAN SEAVER DEAN
TRUSTEE2.000.00Yes (X)$0$0$0
PAUL F ECKSTEIN
TRUSTEE2.000.00Yes (X)$0$0$0
PETER G SASAKI
TRUSTEE2.000.00Yes (X)$0$0$0
GABI STARR
PRESIDENT40.000.00Yes (X)Yes (X)$826,733$0$203,300
ELIZABETH ATWATER
TRUSTEE2.000.00Yes (X)$0$0$0
CARLOS GARCIA
TRUSTEE2.000.00Yes (X)$0$0$0
JAMES VALONE
TRUSTEE2.000.00Yes (X)$0$0$0
JOHN GINGRICH
TRUSTEE/BOARD VC2.000.00Yes (X)Yes (X)$0$0$0
JOHNY EK-ABAN
TRUSTEE2.000.00Yes (X)$0$0$0
OSMAN KIBAR
TRUSTEE2.000.00Yes (X)$0$0$0
STEVEN OLSON
TRUSTEE2.000.00Yes (X)$0$0$0
WEI HOPEMAN
TRUSTEE2.000.00Yes (X)$0$0$0
MARIA WATSON
VP ADVANCEMENT40.000.00Yes (X)$381,152$0$69,345
DAVID WALLACE
ASST TREASURER/CIO40.000.00Yes (X)$590,090$0$66,149
AVIS HINKSON
VP DEAN OF STUDENTS40.000.00Yes (X)$329,154$0$69,503
SETH ALLEN
VP STRATEGY/DEAN ADM & FIN AID40.000.00Yes (X)$323,672$0$54,806
JOSE RODRIGUEZ
VP CHIEF INFORMATION OFFICER40.000.00Yes (X)$294,519$0$50,871
YUQING WU
VP DEAN OF THE COLLEGE40.000.00Yes (X)$302,757$0$50,180
CHRISTINA CIAMBRIELLO
BOARD SEC/PRES AST40.000.00Yes (X)$213,294$0$36,497
DANA WOOD
ASST TREASURER40.000.00Yes (X)$171,319$0$34,546
ERIN COLLINS
REGISTRAR40.000.00Yes (X)$123,035$0$37,182
STEPHANIE NAVARRO
ASST SECRETARY40.000.00Yes (X)$79,925$0$32,060
MARK KENDALL
CHIEF COMMUNICATIONS OFFICER40.000.00Yes (X)$224,538$0$50,987
JEFF ROTH
VP TREASURER, COO40.000.00Yes (X)$429,075$0$62,716
MARY LOU WOODS
ASST VP/ASSOC TREASURER40.000.00$250,433$0$42,629Yes (X)
ROBERT ROBINSON
ASST VP OF FACILITIES40.000.00$255,869$0$36,640Yes (X)
GARY SMITH
PROFESSOR40.000.00$315,801$0$62,419Yes (X)
JOSHUA ROSS
DIR. OF INVESTMENTS40.000.00$389,679$0$71,100Yes (X)
EMILY WEBB
DIR. OF INVESTMENTS40.000.00$332,716$0$42,535Yes (X)
PIERRE ENGLEBERT
PROFESSOR40.000.00$251,669$0$54,366Yes (X)
ELEANOR BROWN
PROFESSOR40.000.00$262,469$0$36,577Yes (X)
ROBERT GAINES
VP DEAN OF THE COLLEGE40.000.00$324,338$0$44,621Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$6,672,237TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$1,209,029TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K290IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
CAMBRIDGE ASSOCIATES LLC
PO BOX 412015BOSTONMA03352INVESTMENT ADVISORY$1,375,000
HIRSCHFELD KRAEMER LLP
456 MONTGOMERY STREET STE 2200SAN FRANCISCOCA94104LEGAL SERVICES$1,321,464
KPMG LLP
PO BOX 29007GLENDALECA91209TAX/AUDIT SERVICES$602,862
TIAA KASPICK LLC
203 REDWOOD SHORES PKWY STE 420REDWOOD SHORESCA940656121INVESTMENT ADVISORY$589,085
KAY F COLLINS
1104 CROSS CREEK DRIVEFRANKLINTN370674001CUSTOM FURNITURE$462,882
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K17CntrctRcvdGreaterThan100KCnt
Federated Campaigns$5,931FederatedCampaignsAmt
Government Grants$2,976,944GovernmentGrantsAmt
All Other Contributions$32,830,699AllOtherContributionsAmt
Noncash Contributions$11,340,056NoncashContributionsAmt
Total Contributions$35,813,574TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION AND FEES611710$109,046,485$109,046,485
ROOM AND BOARD611710$31,990,421$31,990,421
AUXILARY & EDUCATIONAL611710$3,313,622$3,313,622
OTHER SOURCES611710$363,662$363,662
FieldValueIRS element (for citing)
Total Program Service Revenue$144,714,190TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$39,199,420TotalRevenueColumnAmt
Unrelated Business Revenue$10,651,658UnrelatedBusinessRevenueAmt
Exclusion$28,547,762ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,220TotalRevenueColumnAmt
Exclusion$5,220ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$1,311,345RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$803,594RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$507,751RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$507,751TotalRevenueColumnAmt
Unrelated Business Revenue$187,041UnrelatedBusinessRevenueAmt
Exclusion$320,710ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,233,656,827SecuritiesAmt
Other$26,875OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$1,124,962,054SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$108,694,773SecuritiesAmt
Other$26,875OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$108,721,648TotalRevenueColumnAmt
Unrelated Business Revenue$3,134,183UnrelatedBusinessRevenueAmt
Exclusion$105,587,465ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
THIRD PARTY REIMBURSEM900099$228,301$228,301
CATERING722320$201,737$64,556$137,181
DUPLICATING REVENUE561499$44,271$44,271

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$13,071TotalRevenueColumnAmt
Exclusion$13,071ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$487,380OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$329,449,183TotalRevenueColumnAmt
Related Or Exempt Func Income$144,714,190RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$14,110,063UnrelatedBusinessRevenueAmt
Exclusion$134,811,356ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$56,879,698TotalAmt
Program Services$56,879,698ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$3,548,990TotalAmt
Program Services$3,548,990ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$5,772,978TotalAmt
Program Services$1,722,674ProgramServicesAmt
Management And General$2,401,863ManagementAndGeneralAmt
Fundraising$1,648,441FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$267,130TotalAmt
Program Services$267,130ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$89,082,846TotalAmt
Program Services$80,146,971ProgramServicesAmt
Management And General$1,267,933ManagementAndGeneralAmt
Fundraising$7,667,942FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$7,583,840TotalAmt
Program Services$7,018,764ProgramServicesAmt
Management And General-$68,140ManagementAndGeneralAmt
Fundraising$633,216FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$12,197,434TotalAmt
Program Services$10,496,255ProgramServicesAmt
Management And General$250,227ManagementAndGeneralAmt
Fundraising$1,450,952FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$7,696,589TotalAmt
Program Services$7,435,244ProgramServicesAmt
Management And General$190,362ManagementAndGeneralAmt
Fundraising$70,983FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,645,767TotalAmt
Program Services$1,435,720ProgramServicesAmt
Management And General$86,598ManagementAndGeneralAmt
Fundraising$123,449FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$619,662TotalAmt
Management And General$619,662ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$5,913,041TotalAmt
Management And General$5,913,041ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$29,391,360TotalAmt
Program Services$24,505,192ProgramServicesAmt
Management And General$728,199ManagementAndGeneralAmt
Fundraising$4,157,969FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$523,772TotalAmt
Program Services$224,760ProgramServicesAmt
Management And General$14,836ManagementAndGeneralAmt
Fundraising$284,176FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$15,979,922TotalAmt
Program Services$13,512,095ProgramServicesAmt
Management And General$839,591ManagementAndGeneralAmt
Fundraising$1,628,236FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$2,937,984TotalAmt
Program Services$2,595,882ProgramServicesAmt
Management And General$137,460ManagementAndGeneralAmt
Fundraising$204,642FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$11,535,620TotalAmt
Program Services$11,506,819ProgramServicesAmt
Management And General-$9,148ManagementAndGeneralAmt
Fundraising$37,949FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$4,559,991TotalAmt
Program Services$3,944,271ProgramServicesAmt
Management And General$103,209ManagementAndGeneralAmt
Fundraising$512,511FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$392,186TotalAmt
Program Services$322,406ProgramServicesAmt
Management And General$19,552ManagementAndGeneralAmt
Fundraising$50,228FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$7,915,403TotalAmt
Program Services$7,915,403ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$21,080,961TotalAmt
Program Services$20,963,348ProgramServicesAmt
Management And General$54,003ManagementAndGeneralAmt
Fundraising$63,610FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,669,595TotalAmt
Program Services$2,376,404ProgramServicesAmt
Management And General$134,655ManagementAndGeneralAmt
Fundraising$158,536FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
ANNUITY DIST PAYOUT$6,234,190$6,234,190
FOOD SUPPLIES$5,751,702$5,751,702
OTHER STUDENT PAYMENTS$2,137,704$2,137,704
JOINT PROGRAMS$10,640$10,640

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,485,325TotalAmt
Program Services$1,366,414ProgramServicesAmt
Fundraising$118,911FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$303,814,330TotalAmt
Program Services$272,318,676ProgramServicesAmt
Management And General$12,683,903ManagementAndGeneralAmt
Fundraising$18,811,751FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$125,001,728BOYAmt
EOY$134,896,979EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$27,790,174BOYAmt
EOY$43,673,537EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,382,296BOYAmt
EOY$5,763,328EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$2,114,328BOYAmt
EOY$2,153,598EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$91,202BOYAmt
EOY$102,426EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,769,585BOYAmt
EOY$1,975,296EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$731,251,639LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$319,156,707LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$423,799,734BOYAmt
EOY$412,094,932EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$345,837,806BOYAmt
EOY$382,974,949EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$2,696,367,660BOYAmt
EOY$2,895,709,477EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$28,229,589BOYAmt
EOY$28,470,302EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$11,291,150BOYAmt
EOY$9,822,642EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,668,675,252BOYAmt
EOY$3,917,637,466EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$19,370,218BOYAmt
EOY$26,048,799EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,264,844BOYAmt
EOY$1,179,547EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$240,175,831BOYAmt
EOY$238,886,562EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$147,593,738BOYAmt
EOY$158,449,054EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$408,404,631BOYAmt
EOY$424,563,962EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,523,202,952BOYAmt
EOY$1,614,013,357EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,737,067,669BOYAmt
EOY$1,879,060,147EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,260,270,621BOYAmt
EOY$3,493,073,504EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,668,675,252BOYAmt
EOY$3,917,637,466EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$25,634,853ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$199,466,443NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$7,701,587OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$21,889,483CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$24,292,908CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$24,525,060CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$21,270,295CurrentTaxYearMinus1YearAmt
Current Tax Year$35,813,544CurrentTaxYearAmt
Total$127,791,290TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$21,889,483CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$24,292,908CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$24,525,060CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$21,270,295CurrentTaxYearMinus1YearAmt
Current Tax Year$35,813,544CurrentTaxYearAmt
Total$127,791,290TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$127,791,290PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$30,676,395CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$24,230,459CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$38,154,180CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$49,091,345CurrentTaxYearMinus1YearAmt
Current Tax Year$40,515,975CurrentTaxYearAmt
Total$182,668,354TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$699,349CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,213,492CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$523,871CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,909,661CurrentTaxYearMinus1YearAmt
Current Tax Year$487,380CurrentTaxYearAmt
Total$4,833,753TotalAmt
FieldValueIRS element (for citing)
Total Support$315,293,397TotalSupportAmt
Gross Receipts Rltd Activities$608,626,773GrossReceiptsRltdActivitiesAmt
Public Support CY1700.40530PublicSupportCY170Pct
Public Support PY1700.39190PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:CATERING AND BANQUET REVENUE - 2019 AMOUNT: $ 48,532. 2020 AMOUNT: $ 647,205. 2021 AMOUNT: $ 96,982. 2022 AMOUNT: $ 164,464. 2023 AMOUNT: $ 201,737. DUPLICATING REVENUE - 2019 AMOUNT: $ 33,801. 2020 AMOUNT: $ 18,032. 2021 AMOUNT: $ 37,428. 2022 AMOUNT: $ 36,427. 2023 AMOUNT: $ 44,271. MISC INCOME - 2019 AMOUNT: $ 617,016. 2020 AMOUNT: $ 440,873. 2021 AMOUNT: $ 88,760. 2022 AMOUNT: $ 1,464,723. 2023 AMOUNT: $ 3,795. MISC SALES SERVICES - 2020 AMOUNT: $ 20,370. 2021 AMOUNT: $ 6,218. 2022 AMOUNT: $ 7,222. 2023 AMOUNT: $ 9,276. THIRD PARTY REIMBURSEMENTS - 2020 AMOUNT: $ 87,012. 2021 AMOUNT: $ 294,483. 2022 AMOUNT: $ 236,825. 2023 AMOUNT: $ 228,301.
SCHEDULE A, PART IIPOMONA COLLEGE IS A SCHOOL DESCRIBED IN SECTION 170(B)(1)(A)(II). HOWEVER, IT IS COMPLETING PART II TO DEMONSTRATE THAT IT QUALIFIES FOR THE SPECIAL RULES PROVISION ON SCHEDULE B AND MEETS THE 33 1/3% SUPPORT TEST OF THE REGULATIONS UNDER SECTIONS 509(A)(1) ON 170(B)(1)(A)(VI).

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Volunteers0VolunteersInd
Paid Staff Or Management0PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings Members0MailingsMembersInd
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact Legislators0DirectContactLegislatorsInd
Rallies Demonstrations0RalliesDemonstrationsInd
Other ActivitiesYes (1)OtherActivitiesInd
Other Activities$8,847OtherActivitiesAmt
Total Lobbying Expenditures$8,847TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationOTHER LOBBYING ACTIVITIES THE COLLEGE PAID MEMBERSHIP DUES OF $11,106 TO THE ASSOCIATION OF INDEPENDENT CALIFORNIA COLLEGE AND UNIVERSITIES (AICCU), $4,760 IN DUES TO COUNCIL FOR ADVANCEMENT AND SUPPORT OF EDUCATION (CASE), $32,933 DUES TO NATIONAL ASSOCIATION OF INDEPENDENT COLLEGES AND UNIVERSITIES (NAICU), $53,887 IN DUES TO THE MASSACHUSETTS INSTITUTE OF TECHNOLOGY, $3,829 IN DUES TO THE AMERICAN COUNCIL ON EDUCATION, AND $2,241 IN DUES TO NATIONAL ASSOCIATED OF STUDENT FINANCIAL AID ADMINISTRATORS (NASFAA), $8,847 IS ATTRIBUTABLE TO LOBBY-RELATED EXPENSES FOR HIGHER EDUCATION ISSUES.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Coll Used Loan Or Exch ProgYes (X)CollUsedLoanOrExchProgInd
Solicited Assets Sale0SolicitedAssetsSaleInd
Agent Trustee Etc0AgentTrusteeEtcInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,797,022,341BeginningYearBalanceAmt
Contributions$12,456,160ContributionsAmt
Investment Earnings Or Losses$312,783,030InvestmentEarningsOrLossesAmt
Grants Or Scholarships$60,428,688GrantsOrScholarshipsAmt
Other Expenditures$46,954,813OtherExpendituresAmt
Administrative Expenses$5,913,041AdministrativeExpensesAmt
End Year Balance$3,008,964,989EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,764,971,820BeginningYearBalanceAmt
Contributions$14,348,586ContributionsAmt
Investment Earnings Or Losses$125,116,465InvestmentEarningsOrLossesAmt
Grants Or Scholarships$55,234,189GrantsOrScholarshipsAmt
Other Expenditures$38,882,988OtherExpendituresAmt
Administrative Expenses$13,297,353AdministrativeExpensesAmt
End Year Balance$2,797,022,341EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$3,031,447,003BeginningYearBalanceAmt
Contributions$14,162,426ContributionsAmt
Investment Earnings Or Losses-$175,679,397InvestmentEarningsOrLossesAmt
Grants Or Scholarships$52,383,929GrantsOrScholarshipsAmt
Other Expenditures$44,599,935OtherExpendituresAmt
Administrative Expenses$7,974,348AdministrativeExpensesAmt
End Year Balance$2,764,971,820EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,254,547,362BeginningYearBalanceAmt
Contributions$14,157,679ContributionsAmt
Investment Earnings Or Losses$865,191,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$43,302,882GrantsOrScholarshipsAmt
Other Expenditures$52,619,680OtherExpendituresAmt
Administrative Expenses$6,526,476AdministrativeExpensesAmt
End Year Balance$3,031,447,003EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,321,097,295BeginningYearBalanceAmt
Contributions$11,385,079ContributionsAmt
Investment Earnings Or Losses$21,844,701InvestmentEarningsOrLossesAmt
Grants Or Scholarships$49,733,633GrantsOrScholarshipsAmt
Other Expenditures$42,036,355OtherExpendituresAmt
Administrative Expenses$8,009,725AdministrativeExpensesAmt
End Year Balance$2,254,547,362EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.42041BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.57959PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$11,842,615OtherCostOrOtherBasisAmt
Book Value$11,842,615BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$649,094,631OtherCostOrOtherBasisAmt
Depreciation$273,285,916DepreciationAmt
Book Value$375,808,715BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$13,642,557OtherCostOrOtherBasisAmt
Depreciation$11,825,251DepreciationAmt
Book Value$1,817,306BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$43,342,264OtherCostOrOtherBasisAmt
Depreciation$29,076,665DepreciationAmt
Book Value$14,265,599BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$13,329,572OtherCostOrOtherBasisAmt
Depreciation$4,968,875DepreciationAmt
Book Value$8,360,697BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$412,094,932TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (9 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
US EQUITY$565,454,035F
NON US EQUITY$215,972,856F
EMERGING MARKETS$158,981,196F
FIXED INCOME$197,114,121F
VENTURE CAPITAL$614,864,667F
PRIVATE EQUITY$249,691,163F
ABSOLUTE RETURN$543,126,157F
REAL ASSETS$350,437,103F
OTHER$68,179F
FieldValueIRS element (for citing)
Total Book Value Securities$2,895,709,477TotalBookValueSecuritiesAmt
Federal Income Tax Liability$4,300,000FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDescAmtAmt
LIFE INCOME ANNUITIES PAYABLE$144,612,632
FUNDS HELD IN TRUST FOR OTHERS$5,152,686
GOV'T STUDENT LOAN ADVANCES$384,191
ASSET RETIREMENT LIABILITY$3,061,284
AGENCY FUNDS PAYABLE$749,241
OTHER$189,020
FieldValueIRS element (for citing)
Total Liability$158,449,054TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$464,844,888TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$199,466,443NetUnrealizedGainsInvstAmt
Other Revenue$13,192,733OtherRevenueAmt
Revenue Not Reported$212,659,176RevenueNotReportedAmt
Revenue Subtotal$252,185,712RevenueSubtotalAmt
Investment Expenses Not Incld$5,913,041InvestmentExpensesNotIncldAmt
Other Revenues Not Included$71,350,430OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$77,263,471RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$329,449,183TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$232,042,005TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$803,594OtherExpensesIncludedAmt
Expenses Not Reported$803,594ExpensesNotReportedAmt
Expenses Subtotal$231,238,411ExpensesSubtotalAmt
Investment Expenses Not Incld2$5,913,041InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$66,662,878OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$72,575,919ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$303,814,330TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 1A:MAINTAINING COLLECTIONS OF ART, HISTORICAL TREASURERS, OR OTHER SIMILAR ASSETS HELD FOR PUBLIC EXHIBITION, EDUCATION OR RESEARCH THE COLLECTION, WHICH WAS ACQUIRED THROUGH PURCHASE AND CONTRIBUTIONS SINCE THE COLLEGE'S INCEPTION, IS NOT RECOGNIZED AS AN ASSET ON THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED, OR AS TEMPORARILY OR PERMANENTLY RESTRICTED NET ASSETS IF THE ASSETS USE TO PURCHASE THE ITEMS ARE RESTRICTED BY DONORS. CONTRIBUTED COLLECTION ITEMS ARE NOT REFLECTED ON THE FINANCIAL STATEMENTS. PROCEEDS FROM DEACCESSIONS OR INSURANCE RECOVERIES ARE REFLECTED AS INCREASES IN THE APPROPRIATE NET ASSET CLASSES.
PART III, LINE 4:DESCRIPTION OF ORGANIZATION'S COLLECTIONS THE FINE ART COLLECTIONS OF POMONA COLLEGE ARE HOUSED IN THE BENTON MUSEUM OF ART, A TEACHING MUSEUM AND A COLLECTING INSTITUTION. LOCATED IN A NEW FACILITY THAT OPENED IN 2020, AMONG ITS IMPORTANT HOLDINGS OF OVER 20,000 OBJECTS ARE SUCH HIGHLIGHTS AS THE KRESS COLLECTION OF 15TH- AND 16TH- CENTURY ITALIAN PANEL PAINTINGS; OVER 6,000 EXAMPLES OF PRE-COLUMBIAN TO 20TH-CENTURY AMERICAN INDIAN ART AND ARTIFACTS, INCLUDING BASKETRY, CERAMICS, AND BEADWORK; A SIGNIFICANT COLLECTION OF AMERICAN AND EUROPEAN PRINTS, DRAWINGS, AND PHOTOGRAPHS; AND A GROWING COLLECTION OF CONTEMPORARY ART WITH AN EMPHASIS ON SOUTHERN CALIFORNIA. IN ADDITION TO SERVING AS THE BASIS FOR CHANGING EXHIBITIONS, THE COLLECTIONS, WHICH ARE ALWAYS AVAILABLE FOR INDIVIDUAL STUDY AND RESEARCH, ARE USED IN CLASSES. THE BENTON MUSEUM OF ART IS THE SITE OF AN ACTIVE PROGRAM OF TEMPORARY EXHIBITIONS THROUGHOUT THE ACADEMIC YEAR. THESE INCLUDE HISTORICAL AND CONTEMPORARY EXHIBITIONS DESIGNED TO COMPLEMENT THE COLLEGES CURRICULA AND TO EXPOSE STUDENTS TO AS WIDE A VARIETY OF WORKS OF ART AS POSSIBLE. ALL EXHIBITIONS AND PROGRAMS ARE FREE AND OPEN TO THE PUBLIC. EXHIBITIONS ARE ACCOMPANIED BY PUBLIC RECEPTIONS AND INCLUDE LECTURES AND RELATED PROGRAMS FOR THE COLLEGE AND LOCAL COMMUNITY.
PART V, LINE 4:INTENDED USE OF ENDOWMENT FUNDS THE COLLEGES ENDOWMENT CONSISTS OF APPROXIMATELY 1,790 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES INCLUDING BOTH DONOR-RESTRICTED ENDOWMENT FUNDS, AND THOSE DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. THE COLLEGE HAS A POLICY OF APPROPRIATING FOR DISTRIBUTION EACH YEAR 4.5% TO 5.5% OF ITS ENDOWMENT FUNDS' AVERAGE FAIR VALUE OVER THE PRIOR 20 QUARTERS THROUGH THE JUNE 30TH OF THE PRECEDING FISCAL YEAR IN WHICH THE DISTRIBUTION IS PLANNED. THESE FUNDS ARE USED TO FURTHER THE EDUCATIONAL MISSION OF THE COLLEGE.
PART XI, LINE 2D - OTHER ADJUSTMENTS:CHANGES IN ACTUARIALLY DETERMINED GIFT LIABILITES 12,389,139. RENTAL EXPENSES REPORTED NET OF REVENUE ON THE FORM 990 803,594.
PART XI, LINE 4B - OTHER ADJUSTMENTS:ANNUITY AND LIFE INCOME FUNDS ADJUSTMENTS 4,687,552. CHARITABLE GIFT ANNUITY PAYMENTS RECLASSED AS EXPENSE 6,234,190. FINANCIAL AID REPORTED GROSS OF TUITION ON FORM 990 60,428,688.
PART XII, LINE 2D - OTHER ADJUSTMENTS:RENTAL EXPENSES REPORTED NET OF REVENUE ON FORM 990 803,594.
PART XII, LINE 4B - OTHER ADJUSTMENTS:CHARITABLE GIFT ANNUITY PAYMENTS RECLASSED AS EXPENSE 6,234,190. FINANCIAL AID REPORTED GROSS OF TUITION ON FORM 990 60,428,688.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (1)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (1)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (1)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (1)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (1)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (1)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (1)MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts0DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy0DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty0DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs0DiscriminateRaceSchsInd
Discriminate Race Educ Plcy0DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts0DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog0DiscriminateRaceAthltProgInd
Discriminate Race Other Acty0DiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (1)GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd0GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (1)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I, LINE 3ALL BROCHURES AND CATALOGS SENT TO THE GENERAL PUBLIC CONTAIN THE COLLEGE'S NONDISCRIMINATORY POLICY. THESE BROCHURES AND CATALOGS ARE AVAILABLE ON CAMPUS FOR INSPECTION.
SCHEDULE E, PART I, LINE 6POMONA COLLEGE IS AWARDED GRANTS FROM GOVERNMENT AGENCIES, SUCH AS THE DEPARTMENT OF EDUCATION, AND THE CALIFORNIA STUDENT AID COMMISSION, TO PROVIDE FINANCIAL AID TO STUDENTS.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (33 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
SUB-SAHARAN AFRICA00GRANTMAKINGFINANCIAL AID$1,125,433
EAST ASIA AND THE PACIFIC00GRANTMAKINGFINANCIAL AID$286,375
CENTRAL AMERICA AND THE CARIBBEAN00GRANTMAKINGFINANCIAL AID$129,997
EUROPE (INCLUDING ICELAND AND GREENLAND)00GRANTMAKINGFINANCIAL AID$958,354
MIDDLE EAST AND NORTH AFRICA00GRANTMAKINGFINANCIAL AID$115,330
RUSSIA AND THE NEWLY INDEPENDENT STATES00GRANTMAKINGFINANCIAL AID$270,307
SOUTH AMERICA00GRANTMAKINGFINANCIAL AID$285,449
SOUTH ASIA00GRANTMAKINGFINANCIAL AID$377,745
SOUTH ASIA00PROGRAM SERVICESSTUDY ABROAD DIR EXP$506
EAST ASIA AND THE PACIFIC00PROGRAM SERVICESSTUDY ABROAD DIR EXP$1,506,271
MIDDLE EAST AND NORTH AFRICA00PROGRAM SERVICESSTUDY ABROAD DIR EXP$58,628
EUROPE (INCLUDING ICELAND AND GREENLAND)00PROGRAM SERVICESSTUDY ABROAD DIR EXP$4,431,620
SOUTH AMERICA00PROGRAM SERVICESSTUDY ABROAD DIR EXP$415,846
SUB-SAHARAN AFRICA00PROGRAM SERVICESSTUDY ABROAD DIR EXP$247,242
CENTRAL AMERICA AND THE CARIBBEAN00PROGRAM SERVICESSTUDY ABROAD DIR EXP$141,530
RUSSIA AND THE NEWLY INDEPENDENT STATES00PROGRAM SERVICESSTUDY ABROAD DIR EXP$35,167
MIDDLE EAST AND NORTH AFRICA00PROGRAM SERVICESSTUDY ABROAD OTHER EXP$21,302
SUB-SAHARAN AFRICA00PROGRAM SERVICESSTUDY ABROAD OTHER EXP$28,365
EAST ASIA AND THE PACIFIC00PROGRAM SERVICESSTUDY ABROAD OTHER EXP$253,077
CENTRAL AMERICA AND THE CARIBBEAN00PROGRAM SERVICESSTUDY ABROAD OTHER EXP$8,690
EUROPE (INCLUDING ICELAND AND GREENLAND)00PROGRAM SERVICESSTUDY ABROAD OTHER EXP$547,823
RUSSIA AND THE NEWLY INDEPENDENT STATES00PROGRAM SERVICESSTUDY ABROAD OTHER EXP$1,082
SOUTH AMERICA00PROGRAM SERVICESSTUDY ABROAD OTHER EXP$65,533
SOUTH ASIA00PROGRAM SERVICESSTUDY ABROAD OTHER EXP$10,728
CENTRAL AMERICA AND THE CARIBBEAN00INVESTMENTSN/A$159,562,531
EAST ASIA AND THE PACIFIC00INVESTMENTSN/A$105,753,223
EUROPE (INCLUDING ICELAND AND GREENLAND)00INVESTMENTSN/A$40,988,451
NORTH AMERICA00INVESTMENTSN/A$35,427,432
SOUTH AMERICA00INVESTMENTSN/A$1,563,451
RUSSIA AND THE NEWLY INDEPENDENT STATES00INVESTMENTSN/A$245,050
SUB-SAHARAN AFRICA00INVESTMENTSN/A$691,678
MIDDLE EAST AND NORTH AFRICA00INVESTMENTSN/A$188,722
SOUTH ASIA00INVESTMENTSN/A$13,260,608
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$3,548,990SubtotalSpentAmt
Continuation Spent$365,454,556ContinuationSpentAmt
Total Spent$369,003,546TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (8 entries)

RegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtDescription Of Non Cash AsstDescriptionOfNonCashAsstTxtValuation Method UsedValuationMethodUsedDesc
SUB-SAHARAN AFRICA26$1,125,433CREDITN/AN/A
EAST ASIA AND THE PACIFIC9$286,375CREDITN/AN/A
CENTRAL AMERICA AND THE CARIBBEAN4$129,997CREDITN/AN/A
EUROPE (INCLUDING ICELAND & GREENLAND)24$958,354CREDITN/AN/A
MIDDLE EAST AND NORTH AFRICA4$115,330CREDITN/AN/A
RUSSIA AND NEIGHBORING STATES7$270,307CREDITN/AN/A
SOUTH AMERICA7$285,449CREDITN/AN/A
SOUTH ASIA11$377,745CREDITN/AN/A
FieldValueIRS element (for citing)
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (1)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (1)ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 2:THE FINANCIAL AID PROVIDED BY THE COLLEGE FUNDS THE PROGRAM TUITION, ROOM AND BOARD (WHEN APPLICABLE), WHICH IS CREDITED DIRECTLY TO THE STUDENT ACCOUNT. THE STUDENT HAS NO DIRECT ACCESS TO THE PROGRAM FUNDS, THEREFORE, NO ADDITIONAL MONITORING OF THE USE OF FUNDS IS NECESSARY.
PART-I LINE-3(F)ACCOUNTING BASIS FOR EXPENDITURES REPORTED IN COLUMN (F) ARE IN U.S. DOLLARS USING THE ACCRUAL BASIS OF ACCOUNTING.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxtRecipientRecipientCntCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDesc
INSTITUTIONAL AID908$56,415,963N/AN/A
OTHER GRANTS & OTHER STUDENT ASSISTANCE222$463,735N/AN/A

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationADMISSION TO POMONA COLLEGE IS ON A NEED BLIND BASIS. THIS POLICY IS MAINTAINED TO ACCOMPLISH DIVERSIFICATION OF THE STUDENT BODY REGARDLESS OF THE FINANCIAL STATUS OF THE APPLICANTS. A PERMANENT FILE OF ALL STUDENTS WHO ARE RECIPIENTS OF SCHOLARSHIPS AND GRANTS IS MAINTAINED IN THE FINANCIAL AID OFFICE OF POMONA COLLEGE. AN ACCOUNTING SYSTEM TRACKS ALL AWARDS TO INDIVIDUAL STUDENTS FOR TUITION AND OTHER COSTS OF ATTENDING THE COLLEGE.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Housing Allowance Or ResidenceYes (X)HousingAllowanceOrResidenceInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Personal ServicesYes (X)PersonalServicesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (1)AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (20 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
GABI STARR
PRESIDENT$693,851$0$0$0$132,882$0$111,396$0$91,904$0$1,030,033$0$0$0
DAVID WALLACE
ASST TREASURER/CIO$472,525$0$117,565$0$0$0$36,396$0$29,753$0$656,239$0$0$0
JEFF ROTH
VP TREASURER, COO$419,325$0$0$0$9,750$0$36,396$0$26,320$0$491,791$0$0$0
JOSHUA ROSS
DIR. OF INVESTMENTS$260,979$0$83,700$0$45,000$0$34,850$0$36,250$0$460,779$0$0$0
MARIA WATSON
VP ADVANCEMENT$381,152$0$0$0$0$0$36,396$0$32,949$0$450,497$0$0$0
AVIS HINKSON
VP DEAN OF STUDENTS$302,046$0$1,108$0$26,000$0$36,396$0$33,107$0$398,657$0$0$0
SETH ALLEN
VP STRATEGY/DEAN ADM & FIN AID$271,006$0$166$0$52,500$0$36,266$0$18,540$0$378,478$0$0$0
GARY SMITH
PROFESSOR$315,601$0$200$0$0$0$35,768$0$26,651$0$378,220$0$0$0
EMILY WEBB
DIR. OF INVESTMENTS$260,641$0$72,075$0$0$0$28,020$0$14,515$0$375,251$0$0$0
ROBERT GAINES
VP DEAN OF THE COLLEGE$301,838$0$0$0$22,500$0$35,631$0$8,990$0$368,959$0$0$0
YUQING WU
VP DEAN OF THE COLLEGE$250,257$0$0$0$52,500$0$33,484$0$16,696$0$352,937$0$0$0
JOSE RODRIGUEZ
VP CHIEF INFORMATION OFFICER$281,519$0$0$0$13,000$0$32,647$0$18,224$0$345,390$0$0$0
PIERRE ENGLEBERT
PROFESSOR$191,281$0$47,363$0$13,025$0$27,952$0$26,414$0$306,035$0$0$0
ELEANOR BROWN
PROFESSOR$234,052$0$3,417$0$25,000$0$28,375$0$8,202$0$299,046$0$0$0
MARY LOU WOODS
ASST VP/ASSOC TREASURER$227,933$0$0$0$22,500$0$27,139$0$15,490$0$293,062$0$0$0
ROBERT ROBINSON
ASST VP OF FACILITIES$255,869$0$0$0$0$0$27,608$0$9,032$0$292,509$0$0$0
MARK KENDALL
CHIEF COMMUNICATIONS OFFICER$172,818$0$0$0$51,720$0$24,756$0$26,231$0$275,525$0$0$0
CHRISTINA CIAMBRIELLO
BOARD SEC/PRES AST$194,539$0$0$0$18,755$0$21,323$0$15,174$0$249,791$0$0$0
DANA WOOD
ASST TREASURER$118,819$0$0$0$52,500$0$17,698$0$16,848$0$205,865$0$0$0
ERIN COLLINS
REGISTRAR$119,118$0$0$0$3,917$0$13,056$0$24,126$0$160,217$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1AFIRST CLASS TRAVEL EMPLOYEES ARE ALLOWED TO FLY FIRST-CLASS ON INTERNATIONAL FLIGHTS OVER 7 HOURS IF APPROVED BY THE TREASURER. THE COLLEGE PRESIDENT AND CHIEF INVESTMENT OFFICER FLY FIRST-CLASS FROM TIME-TO-TIME, THIS IS NOT TREATED AS A TAXABLE BENEFIT. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE PER THE EMPLOYMENT CONTRACT OF THE PRESIDENT, A RESIDENCE ON-CAMPUS IS PROVIDED FOR THE CONVENIENCE OF THE EMPLOYER. HOUSING IS LOCATED ON THE CAMPUS AND IS REQUIRED AS A CONDITION OF THEIR EMPLOYMENT; THUS IS NOT TREATED AS TAXABLE COMPENSATION. PARTS OF THE FACILITIES ARE CARED FOR BY COLLEGE STAFF TO ENSURE READINESS FOR COLLEGE RELATED EVENTS. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES THE BOARD OF THE COLLEGE REQUIRES THE PRESIDENT TO BE A MEMBER OF A LOCAL CLUB SO THAT BUSINESS MEETINGS MAY BE HELD THERE. THERE IS NO PERSONAL USE OF THE MEMBERSHIP BY THE PRESIDENT; THUS NO PART OF THE DUES OR INITIATION FEES ARE TREATED AS TAXABLE COMPENSATION. PERSONAL SERVICES PER THE EMPLOYMENT CONTRACT WITH THE PRESIDENT, THE COLLEGE PROVIDES PRIVATE CHILDCARE SERVICES WHILE THE CHILDREN ARE MINORS. THESE SERVICES ARE TREATED AS A TAXABLE BENEFIT AND IS INCLUDED IN OTHER REPORTABLE COMPENSATION ON SCHEDULE J, PART II, COLUMN (B)(III). IN ADDITION, THE PRESIDENT RECEIVES PRIVATE SECURITY SERVICES WHEN REQUIRED DUE TO HER ROLE WITH THE COLLEGE. THIS BENEFIT IS NOT TREATED AS TAXABLE COMPENSATION TO THE EMPLOYEE DUE TO A BONE FIDE BUSINESS-ORIENTED SECURITY CONCERN.
PART I, LINE 4BTHE PRESIDENT HAS A RETENTION BENEFIT AGREEMENT, DATED JULY 1, 2022, WHICH IS INTENDED TO BE AN INELIGIBLE DEFERRED COMPENSATION AGREEMENT SUBJECT TO IRC SECTIONS 409(A) AND 457(F) AND OTHER APPLICABLE LAW. UPON COMPLETION OF THE PRESIDENT'S SERVICE TO THE COLLEGE THROUGH JUNE 30, 2027, THE AMOUNT VESTED AND PAYABLE WILL BE 50% OF ALL CREDITS AND EARNINGS ACCRUED THROUGH THAT DATE. IF THE PRESIDENT COMPLETES SERVICE TO THE COLLEGE THROUGH JUNE 30, 2030, THE AMOUNT VESTED AND PAYABLE WILL BE 100% OF ALL CREDITS AND EARNINGS ACCRUED THROUGH THAT DATE. THE PRESIDENT MUST BE ACTIVELY EMPLOYED THROUGH OR SEPARATED FROM SERVICE BECAUSE OF TOTAL DISABILITY OR DEATH, TO RECEIVE THE BENEFITS. ANNUAL AMOUNTS EARNED ARE REPORTED IN PART II, COLUMN (C).
PART I, LINE 7CERTAIN LISTED PERSONS ARE ELIGIBLE FOR NON-FIXED BONUSES BASED ON THE INVESTMENT PERFORMANCE OF THE ENDOWMENT. THE QUANTITIVE INVESTMENT PERFORMANCE MEASURE IS DETERMINED ON A THREE-YEAR AND FIVE-YEAR ROLLING AVERAGE OF TOTAL PORTFOLIO VS. POLICY BENCHMARK. THE BONUSES, OF WHICH 25% IS DEFERRED OVER THREE YEARS, ARE CALCULATED: 80% BASED ON THE QUANTITATIVE ENDOWMENT METRIC AND 20% ON INDIVIDUAL PERFORMANCE. THIS CRITERION WAS MET FOR THE TAX YEAR AND THE FOLLOWING INDIVIDUALS RECEIVED BONUSES THAT ARE REPORTED IN PART II, COLUMN (B)(II): ASST TREASURER/CIO $117,565; DIRECTOR OF INVESTMENTS $72,075; AND DIRECTOR OF INVESTMENTS $83,700.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY
A521705592130175W992005-02-04$41,879,739CAMPUS FAC, ISS. COST & REFUNDING000
CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY
B521705593130178NN22008-06-26$59,475,000EDUC FAC & COSTS OF ISS. OF BONDYes (1)00
CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY
C521705594130178SE72009-04-20$62,290,000EDUC FAC & PARTIAL REFUNDINGYes (1)00
CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY
D521705595130178B882011-07-12$7,914,174REFUNDING OF REMAINING 2001 BONDS000

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndBond DefeasedBondDefeasedAmt
A$38,820,000$42,565,205$576,345$25,785,275$16,203,58520080Yes (1)Yes (1)Yes (1)
B$64,248,356$739,587$63,508,769201100Yes (1)Yes (1)$59,475,000
C$67,960,259$888,077$67,072,1822011Yes (1)Yes (1)Yes (1)Yes (1)$62,290,000
D$7,310,000$8,034,728$158,283$7,876,44520110Yes (1)Yes (1)Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A00000.000000.000000.0000000Yes (1)
B00000.000000.000000.0000000Yes (1)
C00000.000000.000000.0000000Yes (1)
D00000.000000.000000.0000000Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndTerm Of GICTermOfGICPctRegulatory Safe Harbor StsfdRegulatorySafeHarborStsfdIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
AIG
A00Yes (1)000Yes (1)3.752000000000Yes (1)Yes (1)Yes (1)
FSA
BYes (1)00Yes (1)4.210000000000Yes (1)0Yes (1)
(no name)
C000Yes (1)00000
(no name)
D00Yes (1)000000

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)
CYes (1)
DYes (1)

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, ROW A, COLUMN (F)FormAndLineReferenceDesc
Explanation$16,203,586 OF THE PROCEEDS OF THE 2005A BONDS WERE USED TO ADVANCE REFUND $14,870,000 IN PRINCIPAL OF BONDS WITH ORIGINAL DATE OF ISSUANCE OF 2/3/1999. PART I, ROW C, COLUMN (F) $5,987,106 OF THE PROCEEDS OF THE 2009 BONDS WERE USED TO ADVANCE REFUND $5,825,000 IN PRINCIPAL OF BONDS WITH ORIGINAL DATE OF ISSUANCE OF 2/3/1999. $27,048,890 OF THE PROCEEDS OF THE 2009 BONDS WERE USED TO ADVANCE REFUND $27,040,000 IN PRINCIPAL OF BONDS WITH ORIGINAL DATE OF ISSUANCE OF 2/10/2005. $34,036,186 OF THE PROCEEDS OF THE 2009 BONDS WERE USED TO ADVANCE REFUND $34,025,000 IN PRINCIPAL OF BONDS WITH ORIGINAL DATE OF ISSUANCE OF 6/19/2008. PART I, ROW D, COLUMN (F) $7,740,674 OF THE PROCEEDS OF THE 2011 BONDS WERE USED TO ADVANCE REFUND $7,700,000 IN PRINCIPAL OF BONDS WITH ORIGINAL DATE OF ISSUANCE OF 11/8/2001. PART I, ROW B, COLUMN (F) $127,698,726 OF THE PROCEEDS OF THE 2017 BONDS WERE USED TO REFUND EXISTING DEBT. $67,790,550 WAS USED TO CURRENTLY REFUND BONDS ISSUED ON JUNE 6, 2008. $59,908,176 WAS USED, ALONG WITH A CASH CONTRIBUTION PROVIDED BY THE COLLEGE, TO ADVANCE REFUND BONDS ISSUED ON APRIL 2, 2009. PART II, ROW 2, COLUMN B $154,654,395 WAS REFUNDED WITH TAXABLE BONDS ISSUED IN 2020 PART II, ROW 3, COLUMN (A THRU D) THE DIFFERENCE BETWEEN THE ISSUE PRICE LISTED IN PART I, COLUMN (E) IS DUE TO INTEREST EARNINGS ON BOND PROCEEDS. PART IV, LINE 2C, COLUMN (A) THE LAST REBATE CALCULATIONS FOR 2005A BONDS WERE PERFORMED AS OF 2/24/2010. PART IV, LINE 2C, COLUMN (C) THE LAST REBATE CALCULATIONS FOR 2009A BONDS WERE PERFORMED AS OF 3/31/2011.ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingIndCUSIPCUSIPNum
CALIFORNIA MUNICIPAL FINANCE AUTHORITY
A2015634662014-06-26$24,937,500NEW CONSTRUCTION000
CALIFORNIA MUNICIPAL FINANCE AUTHORITY
B2015634672017-11-30$154,654,395REFUNDING AND NEW CONSTRUCTION00013048T8B2

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtTotal ProceedsTotalProceedsAmtCapital ExpendituresCapitalExpendituresAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndBond DefeasedBondDefeasedAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtOther Spent ProceedsOtherSpentProceedsAmt
A$24,937,500$24,937,500$14,000,000201500Yes (1)Yes (1)
B$26,025,9322019Yes (1)Yes (1)Yes (1)Yes (1)$154,654,395$57,804,580$929,737$68,894,146

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A00000.000000.000000.0000000Yes (1)
B00000.000000.000000.0000000Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A000Yes (1)00000
B0Yes (1)0000000

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (6 entries)

Relationship With OrgRelationshipWithOrgTxtLoan PurposeLoanPurposeTxtLoan From OrganizationLoanFromOrganizationIndOriginal PrincipalOriginalPrincipalAmtBalance DueBalanceDueAmtDefaultDefaultIndBoard Or Committee ApprovalBoardOrCommitteeApprovalIndWritten AgreementWrittenAgreementInd
ROBERT ROBINSON
KEY EMPLOYEERELOCATION LOANSYes (X)$555,000$320,2990Yes (1)Yes (1)
MARIA WATSON
OFFICERRELOCATION LOANSYes (X)$551,000$487,8680Yes (1)Yes (1)
CHRISTINA CIAMBRIELLO
OFFICERHOUSINGYes (X)$125,000$125,0000Yes (1)Yes (1)
JEFFREY ROTH
OFFICERHOUSINGYes (X)$500,000$495,1260Yes (1)Yes (1)
YUQING WU
OFFICERRELOCATION LOANSYes (X)$555,000$420,4870Yes (1)Yes (1)
ROBERT GAINS
FORMER OFFICERRELOCATION LOANSYes (X)$532,000$304,8180Yes (1)Yes (1)
FieldValueIRS element (for citing)
Total Balance Due$2,153,598TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
GREG THOMAS
FAMILY MBR OF TRUSTEE$179,892SALARY & BENEFITS0
SANDRA LUNDERGAN PRICE
FAMILY MBR OF TRUSTEE$87,238SALARY & BENEFITS0

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution10ContributionCnt
Noncash Contributions Rpt F990$617,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesAPPRAISALMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution84ContributionCnt
Noncash Contributions Rpt F990$9,787,399NoncashContributionsRptF990Amt
Method Of Determining RevenuesAVG MKT DONTN DATEMethodOfDeterminingRevenuesTxt

Securities Miscellaneous SecuritiesMiscellaneousGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution3ContributionCnt
Noncash Contributions Rpt F990$201,835NoncashContributionsRptF990Amt
Method Of Determining RevenuesAPPRAISALMethodOfDeterminingRevenuesTxt

Real Estate Residential RealEstateResidentialGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$725,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesAPPRAISALMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescPAYMENT OF EXPENSESDesc
Contribution7ContributionCnt
Noncash Contributions Rpt F990$8,822NoncashContributionsRptF990Amt
Method Of Determining RevenuesCOSTMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received11Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties UsedYes (1)ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, COLUMN (B):NUMBER OF CONTRIBUTIONS OR ITEMS CONTRIBUTED. COLUMN B REFLECTS THE NUMBER OF ITEMS RECEIVED FROM VARIOUS CONTRIBUTORS, EXCEPT IN THE CASE OF SECURITIES, WHICH RELECTS THE NUMBER OF CONTRIBUTORS.
PART I, LINE 32B:USE OF THIRD PARTIES OR RELATED ORGANIZATIONS FOR NONCASH CONTRIBUTIONS ANY GIFT OF UNNEEDED PERSONAL OR REAL PROPERTY IS SOLD BY PROFESSIONAL REPRESENTATIVES.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE INFORMATIONAL RETURN IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND IS INITIALLY REVIEWED BY THE ASST VICE PRESIDENT/ASSOC TREASURER. AFTER PRELIMINARY REVIEW BY THE ASST VICE PRESIDENT/ASSOC TREASURER, THE RETURN IS REVIEWED AT THE AUDIT COMMITTEE MEETING. THE RETURN IS THEN PROVIDED TO THE FULL BOARD FOR REVIEW PRIOR TO ELECTRONIC FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE BOARD OF TRUSTEES ("THE BOARD") OF POMONA COLLEGE HAS INCORPORATED ITS CODE OF CONDUCT AND CONFLICT OF INTEREST POLICIES INTO ITS BYLAWS. THE AUDIT COMMITTEE ("THE COMMITTEE") OF THE BOARD MONITORS ENFORCEMENT OF AND COMPLIANCE WITH THE CODE AND THE POLICIES, AND REPORTS THE RESULTS THEREOF TO THE BOARD. THE COMMITTEE MONITORS COMPLIANCE BY MEANS OF AN ANNUAL CODE OF CONDUCT QUESTIONNAIRE. IN MAY, THE COLLEGE DISTRIBUTES THE QUESTIONNAIRE TO ALL TRUSTEES, OFFICERS, FACULTY PROGRAM COORDINATORS AND DEPARTMENT CHAIRS AND STAFF AT THE DIRECTOR LEVEL AND ABOVE. THE PRESIDENT'S OFFICE COLLECTS THE COMPLETED QUESTIONNAIRES AND COMPILES THE RESULTS, INCLUDING IDENTIFYING NEGATIVE RESPONSES AND ACCOMPANYING EXPLANATIONS. IN OCTOBER, AN EXECUTIVE SUMMARY OF THE RESULTS ARE PROVIDED TO THE COMMITTEE, AND THE COMMITTEE REPORTS THOSE RESULTS TO THE BOARD. HOWEVER, THROUGHOUT THE ANNUAL QUESTIONNAIRE DISTRIBUTION, COLLECTION AND COMPILATION PROCESS, ANY URGENT AND HERETOFORE UNKNOWN MATTERS IDENTIFIED BY QUESTIONNAIRE RESPONDENTS ARE ESCALATED IMMEDIATELY TO THE APPROPRIATE MEMBERS OF THE BOARD AND MANAGEMENT.
FORM 990, PART VI, SECTION B, LINE 15THE COLLEGE HAS IMPLEMENTED PROCEDURES TO FAIRLY COMPENSATE EMPLOYEES OF THE COLLEGE AND PROVIDE AN APPROPRIATE PROCESS FOR SETTING AND APPROVING REASONABLE LEVELS OF COMPENSATION FOR INDIVIDUALS WHO ARE IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER THE AFFAIRS OF THE COLLEGE, SUCH AS THE PRESIDENT, VP CHIEF INFORMATION OFFICER, TREASURER, DEAN OF FACULTY, DEAN OF STUDENTS, VP DEAN OF ADMISSIONS, VP ADVANCEMENT, ASSISTANT VP FACILITES/CAMPUS SERVICES, ASSISTANT VP/ASSOC TREASURER AND PROFESSORS CONSIDERED AS KEY EMPLOYEES. THESE PROCEDURES PROVIDE FOR REVIEW AND APPROVAL BY THE EXECUTIVE COMMITTEE CONSISTING OF INDEPENDENT TRUSTEES, USE OF COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. THE EXECUTIVE COMMITTEE OF THE BOARD, ACTING AS THE COMPENSATION COMMITTEE, UTILIZES BENCHMARK SALARY DATA FROM COMPARABLE HIGHER EDUCATION INSTITUTION GROUPS FOR EXECUTIVE MANAGEMENT POSITIONS. THE INITIAL PROCESS IN DETERMINING COMPENSATION LEVELS CONSISTS OF GATHERING COMPENSATION DATA 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. SALARY INCREASE RECOMMENDATIONS ARE APPROVED BY THIS COMMITTEE DURING THE MAY BOARD OF TRUSTEES REGULAR MEETING. THE MINUTES INCLUDE THE TERMS OF THE TRANSACTIONS AND THE DATE APPROVED, THE MEMBERS OF THE COMMITTEE PRESENT FOR THE DELIBERATIONS AND WHO VOTED, AND THE DESCRIPTION OF THE COMPARABILITY DATA OBTAINED AND HOW IT WAS OBTAINED. THIS PROCESS WAS LAST UNDERTAKEN AND COMPLETED FOR ALL EXECUTIVE POSITIONS IN MAY 2024.
FORM 990, PART VI, SECTION C, LINE 19THE POLICY OF POMONA COLLEGE IS TO MAKE ITS GOVERNING DOCUMENTS, INCLUDING THE ARTICLES OF INCORPORATION AND BYLAWS, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC WHEN REQUESTED.
FORM 990, PART XI, LINE 9:CHANGES IN ACTUARIALLY DETERMINED GIFT LIABILITIES 12,389,139. ANNUITY AND LIFE INCOME FUNDS RELEASED -4,687,552.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1THE CLAREMONT COLLEGE SERVICESBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1100 S MILLS AVEAddressLine1Txt
CityCLAREMONTCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91711ZIPCd
FieldValueIRS element (for citing)
EIN954786748EIN
Primary ActivitiesSUPPORT UNIVPrimaryActivitiesTxt
Legal Domicile StateCALegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity Status11APublicCharityStatusTxt
Direct Controlling NAN/ADirectControllingNACd
Controlled Organization0ControlledOrganizationInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Primary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
CHARITABLE REMAINDER TRUST (89)
CRTCAN/ATYes (1)
POOLED INCOME FUND (3)
POOLED INTERESTCAN/ATYes (1)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related OrganizationYes (1)DivRelatedOrganizationInd
Asset Sale To Other OrgYes (1)AssetSaleToOtherOrgInd
Asset Purchase From Other OrgYes (1)AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1CHARITABLE REMAINDER TRUSTSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeCTransactionTypeTxt
Involved$747,832InvolvedAmt
Method Of Amount DeterminationCASH & STOCKMethodOfAmountDeterminationTxt