2025-05-14T13:38:35-05:00 2024-06-30 135565207 KPMG LLP 550 SOUTH HOPE STREET SUITE 1500 LOS ANGELES CA 90071 990 2023-07-01 951664112 POMONA COLLEGE POMO 9096218135 550 N COLLEGE AVENUE CLAREMONT CA 917114434 MARY LOU WOODS ASST VP/ASSOC TREASURER 9096218235 2025-05-12 1 0 CAREY MCKEE P01281067 2139724000 2025-05-12 2023 2025-03-06 01:10:19Z G GABRIELLE STARR 550 N COLLEGE AVENUE CLAREMONT CA 917114434 1455214831 0 X WWW.POMONA.EDU X 1887 CA POMONA 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. 27 26 2971 2239 14110063 0 21270295 35813574 138891294 144714190 80801657 147921068 2721414 1000351 243684660 329449183 55234189 60428688 0 0 115297642 122600817 0 0 18811751 121586159 120784825 292117990 303814330 -48433330 25634853 3668675252 3917637466 408404631 424563962 3260270621 3493073504 X THROUGHOUT 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. 0 0 146428849 60428688 141835732 INSTRUCTION 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. 40948074 0 260841 AUXILIARY 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). 30621205 0 2129194 STUDENT 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. 54320548 488423 OTHER 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. 54320548 488423 272318676 1 1 0 1 0 0 0 1 0 1 1 1 0 0 1 0 1 0 1 0 1 0 1 0 0 0 0 0 1 1 1 0 0 0 0 0 1 0 0 1 0 1 1 0 0 0 1 1 1 0 0 1 951 0 1 2971 1 1 1 0 0 0 0 0 1 2 0 0 0 0 1 X 27 26 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA FL MA NH OR TN HI X X MARY LOU WOODS 9096218135 550 N COLLEGE AVENUE CLAREMONT CA 917114434 SAMUEL GLICK TRUSTEE/BOARD CHAIR 5.00 0.00 X X 0 0 0 WENDALL JACKSON JACK LONG TRUSTEE/BOARD VICE CHAIR 2.00 0.00 X X 0 0 0 ADITYA SOOD TRUSTEE/BOARD VICE CHAIR 2.00 0.00 X X 0 0 0 BOBBY LEE TRUSTEE/BOARD VICE CHAIR 2.00 0.00 X X 0 0 0 JEFFEREY T PARKS TRUSTEE/BOARD VICE CHAIR 2.00 0.00 X X 0 0 0 MATTHEW J ESTES TRUSTEE/BOARD VICE CHAIR 2.00 0.00 X X 0 0 0 ONETTA BROOKS TRUSTEE/BOARD VICE CHAIR 2.00 0.00 X X 0 0 0 STEPHEN B LOEB TRUSTEE/BOARD VICE CHAIR 2.00 0.00 X X 0 0 0 SUSAN DUNN TRUSTEE/BOARD VICE CHAIR 2.00 0.00 X X 0 0 0 ALICIA ZALESIN TRUSTEE 2.00 0.00 X 0 0 0 CHRISTINA WIRE TRUSTEE 2.00 0.00 X 0 0 0 DAVID NUNES TRUSTEE 2.00 0.00 X 0 0 0 JANET INSKEEP BENTON TRUSTEE 2.00 0.00 X 0 0 0 JOHN STARR TRUSTEE 2.00 0.00 X 0 0 0 MACKENZIE TEYMOURI TRUSTEE 2.00 0.00 X 0 0 0 NATHAN SEAVER DEAN TRUSTEE 2.00 0.00 X 0 0 0 PAUL F ECKSTEIN TRUSTEE 2.00 0.00 X 0 0 0 PETER G SASAKI TRUSTEE 2.00 0.00 X 0 0 0 GABI STARR PRESIDENT 40.00 0.00 X X 826733 0 203300 ELIZABETH ATWATER TRUSTEE 2.00 0.00 X 0 0 0 CARLOS GARCIA TRUSTEE 2.00 0.00 X 0 0 0 JAMES VALONE TRUSTEE 2.00 0.00 X 0 0 0 JOHN GINGRICH TRUSTEE/BOARD VC 2.00 0.00 X X 0 0 0 JOHNY EK-ABAN TRUSTEE 2.00 0.00 X 0 0 0 OSMAN KIBAR TRUSTEE 2.00 0.00 X 0 0 0 STEVEN OLSON TRUSTEE 2.00 0.00 X 0 0 0 WEI HOPEMAN TRUSTEE 2.00 0.00 X 0 0 0 MARIA WATSON VP ADVANCEMENT 40.00 0.00 X 381152 0 69345 DAVID WALLACE ASST TREASURER/CIO 40.00 0.00 X 590090 0 66149 AVIS HINKSON VP DEAN OF STUDENTS 40.00 0.00 X 329154 0 69503 SETH ALLEN VP STRATEGY/DEAN ADM & FIN AID 40.00 0.00 X 323672 0 54806 JOSE RODRIGUEZ VP CHIEF INFORMATION OFFICER 40.00 0.00 X 294519 0 50871 YUQING WU VP DEAN OF THE COLLEGE 40.00 0.00 X 302757 0 50180 CHRISTINA CIAMBRIELLO BOARD SEC/PRES AST 40.00 0.00 X 213294 0 36497 DANA WOOD ASST TREASURER 40.00 0.00 X 171319 0 34546 ERIN COLLINS REGISTRAR 40.00 0.00 X 123035 0 37182 STEPHANIE NAVARRO ASST SECRETARY 40.00 0.00 X 79925 0 32060 MARK KENDALL CHIEF COMMUNICATIONS OFFICER 40.00 0.00 X 224538 0 50987 JEFF ROTH VP TREASURER, COO 40.00 0.00 X 429075 0 62716 MARY LOU WOODS ASST VP/ASSOC TREASURER 40.00 0.00 X 250433 0 42629 ROBERT ROBINSON ASST VP OF FACILITIES 40.00 0.00 X 255869 0 36640 GARY SMITH PROFESSOR 40.00 0.00 X 315801 0 62419 JOSHUA ROSS DIR. OF INVESTMENTS 40.00 0.00 X 389679 0 71100 EMILY WEBB DIR. OF INVESTMENTS 40.00 0.00 X 332716 0 42535 PIERRE ENGLEBERT PROFESSOR 40.00 0.00 X 251669 0 54366 ELEANOR BROWN PROFESSOR 40.00 0.00 X 262469 0 36577 ROBERT GAINES VP DEAN OF THE COLLEGE 40.00 0.00 X 324338 0 44621 6672237 0 1209029 290 1 1 0 CAMBRIDGE ASSOCIATES LLC PO BOX 412015 BOSTON MA 03352 INVESTMENT ADVISORY 1375000 HIRSCHFELD KRAEMER LLP 456 MONTGOMERY STREET STE 2200 SAN FRANCISCO CA 94104 LEGAL SERVICES 1321464 KPMG LLP PO BOX 29007 GLENDALE CA 91209 TAX/AUDIT SERVICES 602862 TIAA KASPICK LLC 203 REDWOOD SHORES PKWY STE 420 REDWOOD SHORES CA 940656121 INVESTMENT ADVISORY 589085 KAY F COLLINS 1104 CROSS CREEK DRIVE FRANKLIN TN 370674001 CUSTOM FURNITURE 462882 17 5931 2976944 32830699 11340056 35813574 TUITION AND FEES 611710 109046485 109046485 ROOM AND BOARD 611710 31990421 31990421 AUXILARY & EDUCATIONAL 611710 3313622 3313622 OTHER SOURCES 611710 363662 363662 144714190 39199420 10651658 28547762 5220 5220 1311345 803594 507751 507751 187041 320710 1233656827 26875 1124962054 0 108694773 26875 108721648 3134183 105587465 THIRD PARTY REIMBURSEM 900099 228301 228301 CATERING 722320 201737 137181 64556 DUPLICATING REVENUE 561499 44271 44271 13071 13071 487380 329449183 144714190 14110063 134811356 56879698 56879698 3548990 3548990 5772978 1722674 2401863 1648441 267130 267130 89082846 80146971 1267933 7667942 7583840 7018764 -68140 633216 12197434 10496255 250227 1450952 7696589 7435244 190362 70983 1645767 1435720 86598 123449 619662 619662 5913041 5913041 29391360 24505192 728199 4157969 523772 224760 14836 284176 15979922 13512095 839591 1628236 2937984 2595882 137460 204642 11535620 11506819 -9148 37949 4559991 3944271 103209 512511 392186 322406 19552 50228 7915403 7915403 21080961 20963348 54003 63610 2669595 2376404 134655 158536 ANNUITY DIST PAYOUT 6234190 6234190 FOOD SUPPLIES 5751702 5751702 OTHER STUDENT PAYMENTS 2137704 2137704 JOINT PROGRAMS 10640 10640 1485325 1366414 118911 303814330 272318676 12683903 18811751 0 0 125001728 134896979 27790174 43673537 5382296 5763328 2114328 2153598 0 0 0 0 91202 102426 2769585 1975296 731251639 319156707 423799734 412094932 345837806 382974949 2696367660 2895709477 28229589 28470302 0 0 11291150 9822642 3668675252 3917637466 19370218 26048799 0 0 1264844 1179547 240175831 238886562 0 0 0 0 0 0 0 0 147593738 158449054 408404631 424563962 X 1523202952 1614013357 1737067669 1879060147 3260270621 3493073504 3668675252 3917637466 X 25634853 199466443 7701587 X 0 1 X 1 1 1 X 21889483 24292908 24525060 21270295 35813544 127791290 21889483 24292908 24525060 21270295 35813544 127791290 127791290 30676395 24230459 38154180 49091345 40515975 182668354 699349 1213492 523871 1909661 487380 4833753 315293397 608626773 0.40530 0.39190 X 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 II POMONA 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). RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 8847 8847 0 PART II-B, LINE 1: OTHER 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. X X X X 0 0 2797022341 12456160 312783030 60428688 46954813 5913041 3008964989 2764971820 14348586 125116465 55234189 38882988 13297353 2797022341 3031447003 14162426 -175679397 52383929 44599935 7974348 2764971820 2254547362 14157679 865191000 43302882 52619680 6526476 3031447003 2321097295 11385079 21844701 49733633 42036355 8009725 2254547362 0.42041 0.57959 0.00000 1 0 11842615 11842615 649094631 273285916 375808715 13642557 11825251 1817306 43342264 29076665 14265599 13329572 4968875 8360697 412094932 US EQUITY 565454035 F NON US EQUITY 215972856 F EMERGING MARKETS 158981196 F FIXED INCOME 197114121 F VENTURE CAPITAL 614864667 F PRIVATE EQUITY 249691163 F ABSOLUTE RETURN 543126157 F REAL ASSETS 350437103 F OTHER 68179 F 2895709477 4300000 LIFE INCOME ANNUITIES PAYABLE 144612632 FUNDS HELD IN TRUST FOR OTHERS 5152686 GOV'T STUDENT LOAN ADVANCES 384191 ASSET RETIREMENT LIABILITY 3061284 AGENCY FUNDS PAYABLE 749241 OTHER 189020 158449054 464844888 199466443 13192733 212659176 252185712 5913041 71350430 77263471 329449183 232042005 803594 803594 231238411 5913041 66662878 72575919 303814330 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. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 ALL 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 6 POMONA 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. 1 SUB-SAHARAN AFRICA 0 0 GRANTMAKING FINANCIAL AID 1125433 EAST ASIA AND THE PACIFIC 0 0 GRANTMAKING FINANCIAL AID 286375 CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANTMAKING FINANCIAL AID 129997 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 0 GRANTMAKING FINANCIAL AID 958354 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTMAKING FINANCIAL AID 115330 RUSSIA AND THE NEWLY INDEPENDENT STATES 0 0 GRANTMAKING FINANCIAL AID 270307 SOUTH AMERICA 0 0 GRANTMAKING FINANCIAL AID 285449 SOUTH ASIA 0 0 GRANTMAKING FINANCIAL AID 377745 SOUTH ASIA 0 0 PROGRAM SERVICES STUDY ABROAD DIR EXP 506 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES STUDY ABROAD DIR EXP 1506271 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES STUDY ABROAD DIR EXP 58628 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 0 PROGRAM SERVICES STUDY ABROAD DIR EXP 4431620 SOUTH AMERICA 0 0 PROGRAM SERVICES STUDY ABROAD DIR EXP 415846 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES STUDY ABROAD DIR EXP 247242 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES STUDY ABROAD DIR EXP 141530 RUSSIA AND THE NEWLY INDEPENDENT STATES 0 0 PROGRAM SERVICES STUDY ABROAD DIR EXP 35167 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES STUDY ABROAD OTHER EXP 21302 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES STUDY ABROAD OTHER EXP 28365 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES STUDY ABROAD OTHER EXP 253077 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES STUDY ABROAD OTHER EXP 8690 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 0 PROGRAM SERVICES STUDY ABROAD OTHER EXP 547823 RUSSIA AND THE NEWLY INDEPENDENT STATES 0 0 PROGRAM SERVICES STUDY ABROAD OTHER EXP 1082 SOUTH AMERICA 0 0 PROGRAM SERVICES STUDY ABROAD OTHER EXP 65533 SOUTH ASIA 0 0 PROGRAM SERVICES STUDY ABROAD OTHER EXP 10728 CENTRAL AMERICA AND THE CARIBBEAN 0 0 INVESTMENTS N/A 159562531 EAST ASIA AND THE PACIFIC 0 0 INVESTMENTS N/A 105753223 EUROPE (INCLUDING ICELAND AND GREENLAND) 0 0 INVESTMENTS N/A 40988451 NORTH AMERICA 0 0 INVESTMENTS N/A 35427432 SOUTH AMERICA 0 0 INVESTMENTS N/A 1563451 RUSSIA AND THE NEWLY INDEPENDENT STATES 0 0 INVESTMENTS N/A 245050 SUB-SAHARAN AFRICA 0 0 INVESTMENTS N/A 691678 MIDDLE EAST AND NORTH AFRICA 0 0 INVESTMENTS N/A 188722 SOUTH ASIA 0 0 INVESTMENTS N/A 13260608 0 0 0 0 0 0 3548990 365454556 369003546 SUB-SAHARAN AFRICA 26 1125433 CREDIT N/A N/A EAST ASIA AND THE PACIFIC 9 286375 CREDIT N/A N/A CENTRAL AMERICA AND THE CARIBBEAN 4 129997 CREDIT N/A N/A EUROPE (INCLUDING ICELAND & GREENLAND) 24 958354 CREDIT N/A N/A MIDDLE EAST AND NORTH AFRICA 4 115330 CREDIT N/A N/A RUSSIA AND NEIGHBORING STATES 7 270307 CREDIT N/A N/A SOUTH AMERICA 7 285449 CREDIT N/A N/A SOUTH ASIA 11 377745 CREDIT N/A N/A 1 0 1 1 1 0 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. 1 INSTITUTIONAL AID 908 56415963 N/A N/A OTHER GRANTS & OTHER STUDENT ASSISTANCE 222 463735 N/A N/A PART I, LINE 2: ADMISSION 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. X X X X 1 1 X X X 0 1 0 0 0 0 0 1 0 GABI STARR PRESIDENT 693851 0 0 0 132882 0 111396 0 91904 0 1030033 0 0 0 DAVID WALLACE ASST TREASURER/CIO 472525 0 117565 0 0 0 36396 0 29753 0 656239 0 0 0 JEFF ROTH VP TREASURER, COO 419325 0 0 0 9750 0 36396 0 26320 0 491791 0 0 0 JOSHUA ROSS DIR. OF INVESTMENTS 260979 0 83700 0 45000 0 34850 0 36250 0 460779 0 0 0 MARIA WATSON VP ADVANCEMENT 381152 0 0 0 0 0 36396 0 32949 0 450497 0 0 0 AVIS HINKSON VP DEAN OF STUDENTS 302046 0 1108 0 26000 0 36396 0 33107 0 398657 0 0 0 SETH ALLEN VP STRATEGY/DEAN ADM & FIN AID 271006 0 166 0 52500 0 36266 0 18540 0 378478 0 0 0 GARY SMITH PROFESSOR 315601 0 200 0 0 0 35768 0 26651 0 378220 0 0 0 EMILY WEBB DIR. OF INVESTMENTS 260641 0 72075 0 0 0 28020 0 14515 0 375251 0 0 0 ROBERT GAINES VP DEAN OF THE COLLEGE 301838 0 0 0 22500 0 35631 0 8990 0 368959 0 0 0 YUQING WU VP DEAN OF THE COLLEGE 250257 0 0 0 52500 0 33484 0 16696 0 352937 0 0 0 JOSE RODRIGUEZ VP CHIEF INFORMATION OFFICER 281519 0 0 0 13000 0 32647 0 18224 0 345390 0 0 0 PIERRE ENGLEBERT PROFESSOR 191281 0 47363 0 13025 0 27952 0 26414 0 306035 0 0 0 ELEANOR BROWN PROFESSOR 234052 0 3417 0 25000 0 28375 0 8202 0 299046 0 0 0 MARY LOU WOODS ASST VP/ASSOC TREASURER 227933 0 0 0 22500 0 27139 0 15490 0 293062 0 0 0 ROBERT ROBINSON ASST VP OF FACILITIES 255869 0 0 0 0 0 27608 0 9032 0 292509 0 0 0 MARK KENDALL CHIEF COMMUNICATIONS OFFICER 172818 0 0 0 51720 0 24756 0 26231 0 275525 0 0 0 CHRISTINA CIAMBRIELLO BOARD SEC/PRES AST 194539 0 0 0 18755 0 21323 0 15174 0 249791 0 0 0 DANA WOOD ASST TREASURER 118819 0 0 0 52500 0 17698 0 16848 0 205865 0 0 0 ERIN COLLINS REGISTRAR 119118 0 0 0 3917 0 13056 0 24126 0 160217 0 0 0 PART I, LINE 1A FIRST 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 4B THE 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 7 CERTAIN 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. A CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY 521705592 130175W99 2005-02-04 41879739 CAMPUS FAC, ISS. COST & REFUNDING 0 0 0 B CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY 521705593 130178NN2 2008-06-26 59475000 EDUC FAC & COSTS OF ISS. OF BOND 1 0 0 C CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY 521705594 130178SE7 2009-04-20 62290000 EDUC FAC & PARTIAL REFUNDING 1 0 0 D CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY 521705595 130178B88 2011-07-12 7914174 REFUNDING OF REMAINING 2001 BONDS 0 0 0 A 38820000 42565205 576345 25785275 16203585 2008 0 1 1 1 B 59475000 64248356 739587 63508769 2011 0 0 1 1 C 62290000 67960259 888077 67072182 2011 1 1 1 1 D 7310000 8034728 158283 7876445 2011 0 1 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 C 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 D 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 1 0 0 0 1 AIG 3.752000000000 1 1 1 B 1 0 0 1 FSA 4.210000000000 1 0 1 C 0 0 0 1 0 0 0 0 0 D 0 0 1 0 0 0 0 0 0 A 1 B 1 C 1 D 1 PART I, ROW A, COLUMN (F) $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. A CALIFORNIA MUNICIPAL FINANCE AUTHORITY 201563466 2014-06-26 24937500 NEW CONSTRUCTION 0 0 0 B CALIFORNIA MUNICIPAL FINANCE AUTHORITY 201563467 13048T8B2 2017-11-30 154654395 REFUNDING AND NEW CONSTRUCTION 0 0 0 A 24937500 24937500 14000000 2015 0 0 1 1 B 154654395 57804580 929737 26025932 68894146 2019 1 1 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 B 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 0 1 0 0 0 0 0 B 0 1 0 0 0 0 0 0 0 A 1 B 1 ROBERT ROBINSON KEY EMPLOYEE RELOCATION LOANS X 555000 320299 0 1 1 MARIA WATSON OFFICER RELOCATION LOANS X 551000 487868 0 1 1 CHRISTINA CIAMBRIELLO OFFICER HOUSING X 125000 125000 0 1 1 JEFFREY ROTH OFFICER HOUSING X 500000 495126 0 1 1 YUQING WU OFFICER RELOCATION LOANS X 555000 420487 0 1 1 ROBERT GAINS FORMER OFFICER RELOCATION LOANS X 532000 304818 0 1 1 2153598 GREG THOMAS FAMILY MBR OF TRUSTEE 179892 SALARY & BENEFITS 0 SANDRA LUNDERGAN PRICE FAMILY MBR OF TRUSTEE 87238 SALARY & BENEFITS 0 X 10 617000 APPRAISAL X 84 9787399 AVG MKT DONTN DATE X 3 201835 APPRAISAL X 1 725000 APPRAISAL X PAYMENT OF EXPENSES 7 8822 COST 11 0 1 1 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. FORM 990, PART VI, SECTION B, LINE 11B THE 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 12C THE 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 15 THE 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 19 THE 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. THE CLAREMONT COLLEGE SERVICES 100 S MILLS AVE CLAREMONT CA 91711 954786748 SUPPORT UNIV CA 501(C)(3) 11A N/A 0 CHARITABLE REMAINDER TRUST (89) CRT CA N/A T 1 POOLED INCOME FUND (3) POOLED INTEREST CA N/A T 1 0 0 1 0 0 1 1 1 0 0 0 1 1 0 0 1 1 0 0 CHARITABLE REMAINDER TRUSTS C 747832 CASH & STOCK