STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

POMONA COLLEGE: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
POMONA COLLEGE (EIN 95-1664112)
Tax period
2020-07-01 to 2021-06-30
Filed
2022-05-16
IRS object ID
202241369349314264
Schema version
2020v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-05-16T17:40:19-05:00ReturnTs
Tax Period End2021-06-30TaxPeriodEndDt

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 Begin2020-07-01TaxPeriodBeginDt

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 TREASPersonTitleTxt
Phone9096218235PhoneNum
Signature2022-05-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstMARYPersonFirstNm
Person LastLOU WOODSPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonCAREY MCKEEPreparerPersonNm
PTINP01281067PTIN
Phone2139724000PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

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
ZIP91711ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,156,794,064GrossReceiptsAmt
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 A LIBERAL ARTS INSTITUTION DEDICATED TO THE PURSUIT OF KNOWLEDGE AND UNDERSTANDING THROUGH THE STUDY OF THE SCIENCES & HUMANITIES.ActivityOrMissionDesc
Voting Members Governing Body32VotingMembersGoverningBodyCnt
Voting Members Independent32VotingMembersIndependentCnt
Total Employee2596TotalEmployeeCnt
Total Volunteers300TotalVolunteersCnt
Total Gross UBI$1,295,129TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$21,889,483PYContributionsGrantsAmt
CY Contributions Grants$24,292,908CYContributionsGrantsAmt
PY Program Service Revenue$114,883,707PYProgramServiceRevenueAmt
CY Program Service Revenue$78,595,252CYProgramServiceRevenueAmt
PY Investment Income$130,244,883PYInvestmentIncomeAmt
CY Investment Income$130,659,193CYInvestmentIncomeAmt
PY Other Revenue$1,436,309PYOtherRevenueAmt
CY Other Revenue$1,572,491CYOtherRevenueAmt
PY Total Revenue$268,454,382PYTotalRevenueAmt
CY Total Revenue$235,119,844CYTotalRevenueAmt
PY Grants And Similar Paid$49,733,633PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$43,302,882CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$98,927,158PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$95,488,575CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$9,081,453CYTotalFundraisingExpenseAmt
PY Other Expenses$97,323,800PYOtherExpensesAmt
CY Other Expenses$74,236,035CYOtherExpensesAmt
PY Total Expenses$245,984,591PYTotalExpensesAmt
CY Total Expenses$213,027,492CYTotalExpensesAmt
PY Revenues Less Expenses$22,469,791PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$22,092,352CYRevenuesLessExpensesAmt
Total Assets BOY$3,154,346,294TotalAssetsBOYAmt
Total Assets EOY$3,932,260,494TotalAssetsEOYAmt
Total Liabilities BOY$449,528,392TotalLiabilitiesBOYAmt
Total Liabilities EOY$422,156,494TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$2,704,817,902NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,510,104,000NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionPOMONA COLLEGE IS ONE OF THE TOP LIBERAL ARTS INSTITUTIONS IN THE COUNTRY DEDICATED TO THE PURSUIT OF KNOWLEDGE AND UNDERSTANDING THROUGH THE STUDY OF THE SCIENCES AND THE HUMANITIES 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 CITIZENS TO FULFILL THE VISION OF ITS FOUNDERS: TO BEAR THEIR ADDED RICHES IN TRUST FOR ALL.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant ChangeYes (1)SignificantChangeInd
Expense$106,808,832ExpenseAmt
Grant$43,302,882GrantAmt
Revenue$76,939,605RevenueAmt
DescINSTRUCTION AND RESEARCH: ONE OF THE TOP 10 NATIONAL LIBERAL ARTS COLLEGES ACCORDING TO U.S. NEWS AND WORLD REPORT FOR 2019, 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 2020-21, NINE POMONA STUDENTS 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 IN FEBRUARY 2021. 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$21,743,223ExpenseAmt
Grant$0GrantAmt
Revenue$44,078RevenueAmt
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$20,628,906ExpenseAmt
Grant$0GrantAmt
Revenue$1,212,455RevenueAmt
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 HELP WITH EVERYTHING FROM RESUME WRITING TO MOCK INTERVIEWS. 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 PSYCHOLOGICAL 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$42,384,159ExpenseAmt
Grant$0GrantAmt
Revenue$399,111RevenueAmt
DescOTHER-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. 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. 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. 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.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$42,384,159TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Grant$0TotalOtherProgSrvcGrantAmt
Total Other Prog Srvc Revenue$399,111TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$191,565,120TotalProgramServiceExpensesAmt
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 Document1431IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee2596EmployeeCnt
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 Of0Form8282PropertyDisposedOfInd
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 Members32GoverningBodyVotingMembersCnt
Independent Voting Member32IndependentVotingMemberCnt
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
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 (55 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
ALISON REMPEL BROWN
TRUSTEE/BOARD VICE CHAIR2.000.00Yes (X)Yes (X)$0$0$0
CHRISTINA WIRE
TRUSTEE/BOARD VICE CHAIR2.000.00Yes (X)Yes (X)$0$0$0
CRAIG WRENCH
TRUSTEE/BOARD VICE CHAIR3.000.00Yes (X)Yes (X)$0$0$0
EILEEN WILSON-OYELARAN
TRUSTEE/BOARD VICE CHAIR2.000.00Yes (X)Yes (X)$0$0$0
JANET INSKEEP BENTON
TRUSTEE/BOARD VICE CHAIR2.000.00Yes (X)Yes (X)$0$0$0
JASON ROSENTHAL
TRUSTEE/BOARD VICE CHAIR2.000.00Yes (X)Yes (X)$0$0$0
JEAN KAPLAN
TRUSTEE/BOARD VICE CHAIR2.000.00Yes (X)Yes (X)$0$0$0
R CARLTON SEAVER
TRUSTEE/BOARD VICE CHAIR2.000.00Yes (X)Yes (X)$0$0$0
REZA ZAFARI
TRUSTEE/BOARD VICE CHAIR2.000.00Yes (X)Yes (X)$0$0$0
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
TRUSTEE2.000.00Yes (X)$0$0$0
ALICIA ZALESIN
TRUSTEE2.000.00Yes (X)$0$0$0
ALLYSON ARANOFF HARRIS
TRUSTEE2.000.00Yes (X)$0$0$0
BOBBY LEE
TRUSTEE2.000.00Yes (X)$0$0$0
BRYAN WHITE
TRUSTEE2.000.00Yes (X)$0$0$0
DONALD MARRON
TRUSTEE2.000.00Yes (X)$0$0$0
JEFFEREY T PARKS
TRUSTEE2.000.00Yes (X)$0$0$0
JENNIFER WILCOX THOMAS
TRUSTEE2.000.00Yes (X)$0$0$0
JOHN STARR
TRUSTEE2.000.00Yes (X)$0$0$0
LASZLO BOCK
TRUSTEE2.000.00Yes (X)$0$0$0
MARGARET LODISE
TRUSTEE3.000.00Yes (X)$0$0$0
MATTHEW J ESTES
TRUSTEE2.000.00Yes (X)$0$0$0
MICHAEL S SEGAL
TRUSTEE2.000.00Yes (X)$0$0$0
NATHANIEL KIRTMAN III
TRUSTEE2.000.00Yes (X)$0$0$0
ONETTA BROOKS
TRUSTEE2.000.00Yes (X)$0$0$0
OSMAN KIBAR
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
STEPHEN B LOEB
TRUSTEE2.000.00Yes (X)$0$0$0
YI LI
TRUSTEE2.000.00Yes (X)$0$0$0
NATHAN SEAVER DEAN
TRUSTEE2.000.00Yes (X)$0$0$0
AVIS HINKSON
VP & DEAN STUD40.000.00Yes (X)$293,315$0$39,634
CHRISTINA CIAMBRIELLO
BD SEC/PRES AST40.000.00Yes (X)$193,659$0$32,983
DANA WOOD
ASST TREASURER40.000.00Yes (X)$147,358$0$30,014
DAVID WALLACE
ASST TREASURER/CIO40.000.00Yes (X)$270,932$0$55,069
ELISA ALBAN
REGISTRAR (THRU 1/7/21)40.000.00Yes (X)$133,726$0$22,538
GABI STARR
PRESIDENT40.000.00Yes (X)$685,672$0$112,995
GLORIA GARCIA
ASST SECRETARY (THRU 3/21)40.000.00Yes (X)$103,833$0$1,118
JANIS MOORMANN
ASST TREASURER (THRU 1/31/21)40.000.00Yes (X)$138,194$0$21,230
KATHIE ROSACKER
INTRM REGISTRAR (AS OF 1/7/21)40.000.00Yes (X)$82,876$0$14,418
MARIA WATSON
VP ADVANCEMENT (AS OF 1/1/20)40.000.00Yes (X)$344,701$0$49,103
ROBERT GAINES
VP DEAN OF THE COLLEGE40.000.00Yes (X)$285,831$0$39,514
ROBERT GOLDBERG
VP TREASURER, COO40.000.00Yes (X)$456,498$0$55,003
SETH ALLEN
VP STRATEGY/DEAN ADM & FIN AID40.000.00Yes (X)$288,932$0$47,744
STEPHANIE NAVARRO
ASST SECRETARY40.000.00Yes (X)$73,071$0$29,118
MARK KENDALL
CHIEF COMMUNICATIONS OFFICER40.000.00$161,600$0$40,615Yes (X)
MARY LOU WOODS
ASST VP/ASSOC TREASURER40.000.00$229,614$0$32,952Yes (X)
ROBERT ROBINSON
ASST VP OF FACILITIES40.000.00$231,160$0$40,643Yes (X)
WILLIAM MORSE
VP OF PLANNING OFF (THRU 12/31/20)40.000.00$247,342$0$34,519Yes (X)
BRENDA RUSHFORTH
AVP HUMAN RESOURCES40.000.00$220,337$0$31,817Yes (X)
ELEANOR BROWN
PROFESSOR40.000.00$243,418$0$33,859Yes (X)
GARY SMITH
PROFESSOR40.000.00$283,053$0$50,790Yes (X)
PIERRE ENGLEBERT
PROFESSOR40.000.00$226,380$0$48,647Yes (X)
YUQING WU
PROFESSOR40.000.00$224,808$0$39,424Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$5,566,310TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$903,747TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K244IndivRcvdGreaterThan100KCnt
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
125 HIGH STREETBOSTONMA021102112INVESTMENT ADVICE$1,997,416
SOLOMON CORDWELL BUENZ
255 CALIFORNIA STREETSAN FRANCISCOCA94111ARCHITECT$1,466,628
HIRSCHFELD KRAEMER LLP
456 MONTGOMERY ST 2200SAN FRANCISCOCA94104LEGAL$939,838
KPMG LLP
3 CHESTNUT RIDGE ROADMONTVALENJ07645TAX AND AUDIT$609,405
KAY F COLLINS
1104 CROSS CREEK DRIVEFRANKLINTN370674001FURNITURE & FIXTURES$442,735
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K16CntrctRcvdGreaterThan100KCnt
Federated Campaigns$27,846FederatedCampaignsAmt
Government Grants$4,539,745GovernmentGrantsAmt
All Other Contributions$19,725,317AllOtherContributionsAmt
Noncash Contributions$3,461,548NoncashContributionsAmt
Total Contributions$24,292,908TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION AND FEES611710$76,292,727$76,292,727
AUXILARY & EDUCATIONAL611710$2,091,989$2,091,989
OTHER SOURCES611710$210,536$210,536
FieldValueIRS element (for citing)
Total Program Service Revenue$78,595,252TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$23,061,728TotalRevenueColumnAmt
Unrelated Business Revenue-$6,042,180UnrelatedBusinessRevenueAmt
Exclusion$29,103,908ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$79,350TotalRevenueColumnAmt
Exclusion$79,350ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$1,089,381RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$809,732RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$279,649RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$279,649TotalRevenueColumnAmt
Unrelated Business Revenue$17,463UnrelatedBusinessRevenueAmt
Exclusion$262,186ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$1,028,460,203SecuritiesAmt
Other$1,750OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$920,864,488SecuritiesAmt
Other$0OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$107,595,715SecuritiesAmt
Other$1,750OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$107,597,465TotalRevenueColumnAmt
Unrelated Business Revenue$7,319,386UnrelatedBusinessRevenueAmt
Exclusion$100,278,079ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmtExclusionExclusionAmt
CATERING & BANQUET REV722320$647,205$460$646,745
THIRD PARTY REIMBURSEM900099$87,012$87,012
MISC SALES & SERVICES900099$20,370$20,370

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$458,905TotalRevenueColumnAmt
Exclusion$458,905ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,213,492OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$235,119,844TotalRevenueColumnAmt
Related Or Exempt Func Income$78,595,252RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$1,295,129UnrelatedBusinessRevenueAmt
Exclusion$130,954,587ExclusionAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$39,756,771TotalAmt
Program Services$39,756,771ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$3,546,111TotalAmt
Program Services$3,546,111ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$5,237,560TotalAmt
Program Services$1,646,563ProgramServicesAmt
Management And General$2,141,757ManagementAndGeneralAmt
Fundraising$1,449,240FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$67,387,424TotalAmt
Program Services$61,960,584ProgramServicesAmt
Management And General$987,480ManagementAndGeneralAmt
Fundraising$4,439,360FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$6,071,193TotalAmt
Program Services$5,643,239ProgramServicesAmt
Management And General$75,776ManagementAndGeneralAmt
Fundraising$352,178FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$11,664,211TotalAmt
Program Services$10,310,893ProgramServicesAmt
Management And General$443,995ManagementAndGeneralAmt
Fundraising$909,323FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$5,128,187TotalAmt
Program Services$4,885,724ProgramServicesAmt
Management And General$174,970ManagementAndGeneralAmt
Fundraising$67,493FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,233,547TotalAmt
Program Services$1,074,035ProgramServicesAmt
Management And General$77,014ManagementAndGeneralAmt
Fundraising$82,498FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$617,427TotalAmt
Management And General$617,427ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$6,526,476TotalAmt
Management And General$6,526,476ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$11,498,341TotalAmt
Program Services$10,175,608ProgramServicesAmt
Management And General$393,933ManagementAndGeneralAmt
Fundraising$928,800FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$341,336TotalAmt
Program Services$266,719ProgramServicesAmt
Management And General$3,468ManagementAndGeneralAmt
Fundraising$71,149FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$8,950,206TotalAmt
Program Services$7,901,293ProgramServicesAmt
Management And General$726,075ManagementAndGeneralAmt
Fundraising$322,838FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$2,135,763TotalAmt
Program Services$1,955,719ProgramServicesAmt
Management And General$102,890ManagementAndGeneralAmt
Fundraising$77,154FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$7,670,117TotalAmt
Program Services$7,551,149ProgramServicesAmt
Management And General$71,670ManagementAndGeneralAmt
Fundraising$47,298FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$252,773TotalAmt
Program Services$232,830ProgramServicesAmt
Management And General$10,492ManagementAndGeneralAmt
Fundraising$9,451FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$102,735TotalAmt
Program Services$94,842ProgramServicesAmt
Management And General$480ManagementAndGeneralAmt
Fundraising$7,413FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$6,582,468TotalAmt
Program Services$6,582,468ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$18,386,159TotalAmt
Program Services$18,386,159ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$520,106TotalAmt
Program Services$474,894ProgramServicesAmt
Management And General$27,016ManagementAndGeneralAmt
Fundraising$18,196FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmt
ANNUITY DIST. PAYOUT$5,485,466$5,485,466
OTHER STUDENT PAYMENTS$1,398,466$1,398,466
FEDERAL EXCISE TAX$835,712$835,712
JOINT PROGRAMS$197,854$197,854

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$1,501,083TotalAmt
Program Services$1,202,021ProgramServicesAmt
Fundraising$299,062FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$213,027,492TotalAmt
Program Services$191,565,120ProgramServicesAmt
Management And General$12,380,919ManagementAndGeneralAmt
Fundraising$9,081,453FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

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

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$161,030,930BOYAmt
EOY$124,048,110EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$32,386,559BOYAmt
EOY$24,413,134EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,602,900BOYAmt
EOY$2,801,631EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$2,548,315BOYAmt
EOY$2,458,700EOYAmt

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$60,134BOYAmt
EOY$23,508EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,063,290BOYAmt
EOY$2,283,816EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$672,594,941LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$259,309,264LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$417,108,787BOYAmt
EOY$413,285,677EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$258,793,891BOYAmt
EOY$393,099,510EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$2,240,284,877BOYAmt
EOY$2,935,548,752EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$36,466,611BOYAmt
EOY$34,297,656EOYAmt

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

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

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,154,346,294BOYAmt
EOY$3,932,260,494EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$16,476,651BOYAmt
EOY$24,181,927EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$5,021,463BOYAmt
EOY$2,228,735EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$221,686,846BOYAmt
EOY$245,746,131EOYAmt

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$65,000,000BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$141,343,432BOYAmt
EOY$149,999,701EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$449,528,392BOYAmt
EOY$422,156,494EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,278,942,303BOYAmt
EOY$1,626,421,857EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,425,875,599BOYAmt
EOY$1,883,682,143EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$2,704,817,902BOYAmt
EOY$3,510,104,000EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,154,346,294BOYAmt
EOY$3,932,260,494EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$22,092,352ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$769,061,503NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$14,132,243OtherChangesInNetAssetsAmt
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$36,588,413CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$19,949,904CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$37,199,325CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$21,889,483CurrentTaxYearMinus1YearAmt
Current Tax Year$24,292,908CurrentTaxYearAmt
Total$139,920,033TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$36,588,413CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$19,949,904CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$37,199,325CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$21,889,483CurrentTaxYearMinus1YearAmt
Current Tax Year$24,292,908CurrentTaxYearAmt
Total$139,920,033TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$24,180,588SubstantialContributorsTotAmt
Public Support Total170$115,739,445PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$23,186,646CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$25,132,063CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$30,884,493CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$30,676,395CurrentTaxYearMinus1YearAmt
Current Tax Year$24,230,459CurrentTaxYearAmt
Total$134,110,056TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$982,036CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$477,839CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$939,208CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$699,349CurrentTaxYearMinus1YearAmt
Current Tax Year$1,213,492CurrentTaxYearAmt
Total$4,311,924TotalAmt
FieldValueIRS element (for citing)
Total Support$278,342,013TotalSupportAmt
Gross Receipts Rltd Activities$531,497,684GrossReceiptsRltdActivitiesAmt
Public Support CY1700.41580PublicSupportCY170Pct
Public Support PY1700.43340PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationCATERING AND BANQUET REVENUE - 2016 AMOUNT: $ 305,160. 2017 AMOUNT: $ 192,922. 2018 AMOUNT: $ 163,126. 2019 AMOUNT: $ 48,532. 2020 AMOUNT: $ 647,205. DUPLICATING REVENUE - 2016 AMOUNT: $ 28,133. 2017 AMOUNT: $ 25,557. 2018 AMOUNT: $ 38,535. 2019 AMOUNT: $ 33,801. 2020 AMOUNT: $ 18,032. REFUNDS REBATES - 2016 AMOUNT: $ 11,223. 2018 AMOUNT: $ 0. MISC INCOME - 2016 AMOUNT: $ 637,520. 2017 AMOUNT: $ 259,360. 2018 AMOUNT: $ 737,547. 2019 AMOUNT: $ 275,352. 2020 AMOUNT: $ 440,873. MISC SALES SERVICES - 2020 AMOUNT: $ 20,370. REFUNDS REBATES - THIRD PARTY REIMBURSEMENTS - 2019 AMOUNT: $ 341,664. 2020 AMOUNT: $ 87,012.ExplanationTxt

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 Activities0OtherActivitiesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II-B, LINE 1:FormAndLineReferenceDesc
ExplanationOTHER LOBBYING ACTIVITIES THE ORGANIZATION PAID MEMBERSHIP DUES OF $11,026 TO THE NATIONAL ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS (NACUBO), $10,269 IN DUES TO THE ASSOCIATION OF INDEPENDENT CALIFORNIA COLLEGE AND UNIVERSITIES (AICCU), $8,000 IN DUES TO COLLEGE AND UNIVERSITY PROFESSIONAL ASSOCIATION FOR HUMAN RESOURCES (CUPA-HR), AND $50,747 TO THE MASSACHUSETTS INSTITUTE OF TECHNOLOGY, WHICH MAY ENGAGE IN LOBBYING ACTIVITIES. OF THESE AMOUNTS, $1,266 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
Incl Escrow Custodial Acct Liab0InclEscrowCustodialAcctLiabInd

CY Endwmt Fund CYEndwmtFundGrp

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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,273,708,092BeginningYearBalanceAmt
Contributions$6,105,044ContributionsAmt
Investment Earnings Or Losses$138,213,928InvestmentEarningsOrLossesAmt
Grants Or Scholarships$46,910,069GrantsOrScholarshipsAmt
Other Expenditures$43,761,141OtherExpendituresAmt
Administrative Expenses$6,258,559AdministrativeExpensesAmt
End Year Balance$2,321,097,295EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,165,209,130BeginningYearBalanceAmt
Contributions$21,021,215ContributionsAmt
Investment Earnings Or Losses$180,783,841InvestmentEarningsOrLossesAmt
Grants Or Scholarships$47,267,799GrantsOrScholarshipsAmt
Other Expenditures$39,899,353OtherExpendituresAmt
Administrative Expenses$6,138,942AdministrativeExpensesAmt
End Year Balance$2,273,708,092EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,984,930,636BeginningYearBalanceAmt
Contributions$14,166,379ContributionsAmt
Investment Earnings Or Losses$260,729,229InvestmentEarningsOrLossesAmt
Grants Or Scholarships$42,012,074GrantsOrScholarshipsAmt
Other Expenditures$47,192,095OtherExpendituresAmt
Administrative Expenses$5,412,945AdministrativeExpensesAmt
End Year Balance$2,165,209,130EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.57390BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.42610PrmnntEndowmentBalanceEOYPct
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$588,661,189OtherCostOrOtherBasisAmt
Depreciation$222,572,004DepreciationAmt
Book Value$366,089,185BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$12,690,332OtherCostOrOtherBasisAmt
Depreciation$11,632,378DepreciationAmt
Book Value$1,057,954BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$33,301,532OtherCostOrOtherBasisAmt
Depreciation$20,707,216DepreciationAmt
Book Value$12,594,316BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$26,099,273OtherCostOrOtherBasisAmt
Depreciation$4,397,666DepreciationAmt
Book Value$21,701,607BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$413,285,677TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (9 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
US EQUITY$431,851,200F
NON US EQUITY$304,996,878F
EMERGING MARKETS$206,331,252F
FIXED INCOME$280,549,812F
VENTURE CAPITAL$798,932,411F
PRIVATE EQUITY$171,672,396F
ABSOLUTE RETURN$525,559,994F
REAL ASSETS$214,504,619F
OTHER$1,150,190F
FieldValueIRS element (for citing)
Total Book Value Securities$2,935,548,752TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)

DescDescAmtAmt
FEDERAL INCOME TAXES$1,600,000
LIFE INCOME ANNUITIES PAYABLE$127,338,818
FUNDS HELD IN TRUST FOR OTHERS$16,522,872
GOV'T STUDENT LOAN ADVANCES$961,082
ASSET RETIREMENT LIABILITY$1,226,109
AGENCY FUNDS PAYABLE$732,622
VOLUNTARY DISABILITY INSURANCE$1,618,198
FieldValueIRS element (for citing)
Total Liability$149,999,701TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$962,099,264TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$769,061,503NetUnrealizedGainsInvstAmt
Other Revenue$14,227,810OtherRevenueAmt
Revenue Not Reported$783,289,313RevenueNotReportedAmt
Revenue Subtotal$178,809,951RevenueSubtotalAmt
Investment Expenses Not Incld$6,526,476InvestmentExpensesNotIncldAmt
Other Revenues Not Included$49,783,417OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$56,309,893RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$235,119,844TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$156,813,166TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$95,567OtherExpensesIncludedAmt
Expenses Not Reported$95,567ExpensesNotReportedAmt
Expenses Subtotal$156,717,599ExpensesSubtotalAmt
Investment Expenses Not Incld2$6,526,476InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$49,783,417OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$56,309,893ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$213,027,492TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART III, LINE 1A:MAINTAINING COLLECTIONS OF ART, HISTORICAL TREASURES, 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 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 CLASS.
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 17,500 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 1,700 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 LIABILITIES 17,332,373. RENTAL EXPENSES REPORTED NET OF REVENUE ON THE FORM 990 95,567. ANNUITY AND LIFE INCOME FUNDS ADJUSTMENTS -3,200,130.
PART XI, LINE 4B - OTHER ADJUSTMENTS:FINANCIAL AID REPORTED GROSS OF TUITION ON FORM 990 43,302,882. CHARITABLE GIFT ANNUITY PAYMENTS RECLASSED AS EXPENSE 5,485,466. INTEREST EXPENSE REPORTED GROSS ON FORM 990 159,357. EXCISE TAX REPORTED GROSS ON FORM 990 835,712.
PART XII, LINE 2D - OTHER ADJUSTMENTS:RENTAL EXPENSES REPORTED NET OF REVENUE ON FORM 990 95,567.
PART XII, LINE 4B - OTHER ADJUSTMENTS:FINANCIAL AID REPORTED GROSS OF TUITION ON FORM 990 43,302,882. CHARITABLE GIFT ANNUITY PAYMENTS RECLASSED AS EXPENSE 5,485,466. INTEREST EXPENSE REPORTED GROSS ON FORM 990 159,357. EXCISE TAX REPORTED GROSS ON FORM 990 835,712.

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 (28 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
SUB-SAHARAN AFRICA00GRANTMAKINGFINANCIAL AID$1,333,028
EAST ASIA AND THE PACIFIC00GRANTMAKINGFINANCIAL AID$228,684
CENTRAL AMERICA AND THE CARIBBEAN00GRANTMAKINGFINANCIAL AID$8,735
EUROPE (INCLUDING ICELAND AND GREENLAND)00GRANTMAKINGFINANCIAL AID$1,372,186
MIDDLE EAST AND NORTH AFRICA00GRANTMAKINGFINANCIAL AID$259,303
RUSSIA AND THE NEWLY INDEPENDENT STATES00GRANTMAKINGFINANCIAL AID$100,481
SOUTH AMERICA00GRANTMAKINGFINANCIAL AID$83,619
SOUTH ASIA00GRANTMAKINGFINANCIAL AID$160,075
SOUTH ASIA00PROGRAM SERVICESSTUDY ABROAD DIR EXP$1,950
EAST ASIA AND THE PACIFIC00PROGRAM SERVICESSTUDY ABROAD DIR EXP$2,289
EUROPE (INCLUDING ICELAND AND GREENLAND)00PROGRAM SERVICESSTUDY ABROAD DIR EXP$51,349
SOUTH AMERICA00PROGRAM SERVICESSTUDY ABROAD DIR EXP$1,950
SUB-SAHARAN AFRICA00PROGRAM SERVICESSTUDY ABROAD DIR EXP$6,588
RUSSIA AND THE NEWLY INDEPENDENT STATES00PROGRAM SERVICESSTUDY ABROAD DIR EXP$2,142
SUB-SAHARAN AFRICA00PROGRAM SERVICESSTUDY ABROAD OTHER EXP$9,080
EAST ASIA AND THE PACIFIC00PROGRAM SERVICESSTUDY ABROAD OTHER EXP$18,110
CENTRAL AMERICA AND THE CARIBBEAN00PROGRAM SERVICESSTUDY ABROAD OTHER EXP$2,975
EUROPE (INCLUDING ICELAND AND GREENLAND)00PROGRAM SERVICESSTUDY ABROAD OTHER EXP$257,639
SOUTH AMERICA00PROGRAM SERVICESSTUDY ABROAD OTHER EXP$2,172
SOUTH ASIA00PROGRAM SERVICESSTUDY ABROAD OTHER EXP$3,751
CENTRAL AMERICA AND THE CARIBBEAN00INVESTMENTS$397,003,398
EAST ASIA AND THE PACIFIC00INVESTMENTS$5,346,329
EUROPE (INCLUDING ICELAND AND GREENLAND)00INVESTMENTS$57,304,134
NORTH AMERICA00INVESTMENTS$11,851,527
SOUTH ASIA00INVESTMENTS$1,869,705
RUSSIA AND THE NEWLY INDEPENDENT STATES00INVESTMENTS$2,010,073
SUB-SAHARAN AFRICA00INVESTMENTS$8,131,764
MIDDLE EAST AND NORTH AFRICA00INVESTMENTS$1,075,591
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$3,546,111SubtotalSpentAmt
Continuation Spent$484,952,516ContinuationSpentAmt
Total Spent$488,498,627TotalSpentAmt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (8 entries)

Type Of AssistanceTypeOfAssistanceTxtRegionRegionTxtRecipientRecipientCntCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtDescription Of Non Cash AsstDescriptionOfNonCashAsstTxtValuation Method UsedValuationMethodUsedDesc
FINANCIAL AIDSUB-SAHARAN AFRICA21$1,333,028CREDITN/AN/A
FINANCIAL AIDEAST ASIA AND THE PACIFIC10$228,684CREDITN/AN/A
FINANCIAL AIDCENTRAL AMERICA AND THE CARIBBEAN1$8,735CREDITN/AN/A
FINANCIAL AIDEUROPE (INCLUDING ICELAND & GREENLAND)28$1,372,186CREDITN/AN/A
FINANCIAL AIDMIDDLE EAST AND NORTH AFRICA5$259,303CREDITN/AN/A
FINANCIAL AIDRUSSIA AND THE NEWLY INDEPENDENT STATES2$100,481CREDITN/AN/A
FINANCIAL AIDSOUTH AMERICA1$83,619CREDITN/AN/A
FINANCIAL AIDSOUTH ASIA1$160,075CREDITN/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 (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 2:PROCEDURES FOR MONITORING USE OF GRANTS 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:ACCOUNTING BASIS EXPENDITURES REPORTED IN COLUMN (F) ARE IN U.S. DOLLARS USING THE ACCRUAL BASIS OF ACCOUNTING.
PART III, COL (C):NUMBER OF RECIPIENTS THE NUMBER OF RECIPIENTS REPORTED IN COLUMN (C) IS DETERMINED BY REVIEWING THE EXACT NUMBER OF STUDENTS WHO RECIEVE AID FROM THAT REGION.
PART III ACCOUNTING METHOD:
PART III, COL (D):ACCOUNTING BASIS CASH GRANTS REPORTED IN COLUMN (D) 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
INST.AID & GRANTS TO STUDENTS OF POMONA COLLEGE849$39,293,036N/AN/A
OTHER GRANTS & OTHER STUDENT ASSISTANCE212$463,735N/AN/A

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationPROCEDURES FOR MONITORING GRANT FUNDS 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.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
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 PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
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 Payments0AnyNonFixedPaymentsInd
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$666,172$0$0$0$19,500$0$31,446$0$81,549$0$798,667$0$0$0
ROBERT GOLDBERG
VP TREASURER, COO$431,498$0$0$0$25,000$0$31,446$0$23,557$0$511,501$0$0$0
MARIA WATSON
VP ADVANCEMENT (AS OF 1/1/20)$344,701$0$0$0$0$0$31,446$0$17,657$0$393,804$0$0$0
SETH ALLEN
VP STRATEGY/DEAN ADM & FIN AID$243,432$0$0$0$45,500$0$31,446$0$16,298$0$336,676$0$0$0
GARY SMITH
PROFESSOR$237,553$0$0$0$45,500$0$31,446$0$19,344$0$333,843$0$0$0
AVIS HINKSON
VP & DEAN STUD$293,315$0$0$0$0$0$31,446$0$8,188$0$332,949$0$0$0
DAVID WALLACE
ASST TREASURER/CIO$270,932$0$0$0$0$0$30,774$0$24,295$0$326,001$0$0$0
ROBERT GAINES
VP DEAN OF THE COLLEGE$266,331$0$0$0$19,500$0$31,446$0$8,068$0$325,345$0$0$0
WILLIAM MORSE
VP OF PLANNING OFF (THRU 12/31/20)$247,342$0$0$0$0$0$26,977$0$7,542$0$281,861$0$0$0
ELEANOR BROWN
PROFESSOR$218,418$0$0$0$25,000$0$26,530$0$7,329$0$277,277$0$0$0
PIERRE ENGLEBERT
PROFESSOR$214,672$0$0$0$11,708$0$25,266$0$23,381$0$275,027$0$0$0
ROBERT ROBINSON
ASST VP OF FACILITIES$231,160$0$0$0$0$0$25,287$0$15,356$0$271,803$0$0$0
YUQING WU
PROFESSOR$205,308$0$0$0$19,500$0$24,548$0$14,876$0$264,232$0$0$0
MARY LOU WOODS
ASST VP/ASSOC TREASURER$210,114$0$0$0$19,500$0$24,900$0$8,052$0$262,566$0$0$0
BRENDA RUSHFORTH
AVP HUMAN RESOURCES$194,337$0$0$0$26,000$0$23,787$0$8,030$0$252,154$0$0$0
CHRISTINA CIAMBRIELLO
BD SEC/PRES AST$175,155$0$0$0$18,504$0$19,561$0$13,422$0$226,642$0$0$0
MARK KENDALL
CHIEF COMMUNICATIONS OFFICER$123,225$0$0$0$38,375$0$17,507$0$23,108$0$202,215$0$0$0
DANA WOOD
ASST TREASURER$121,358$0$0$0$26,000$0$15,205$0$14,809$0$177,372$0$0$0
JANIS MOORMANN
ASST TREASURER (THRU 1/31/21)$124,320$0$0$0$13,874$0$13,885$0$7,345$0$159,424$0$0$0
ELISA ALBAN
REGISTRAR (THRU 1/7/21)$133,426$0$0$0$300$0$13,614$0$8,924$0$156,264$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1AHOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE PER THE EMPLOYMENT CONTRACTS FOR THE PRESIDENT, VICE PRESIDENT/DEAN OF THE COLLEGE AND DEAN OF STUDENTS, RESIDENCE ON-CAMPUS IS PROVIDED FOR THE CONVENIENCE OF THE EMPLOYER. HOUSING FOR THESE LISTED PERSONS 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 G. GABRIELLE STARR, THE COLLEGE PROVIDES UP TO 40 HOURS PER WEEK OF PRIVATE CHILDCARE WHILE THE CHILDREN ARE MINORS. THIS BENFIT IS TREATED AS TAXABLE COMPENSATION TO THE EMPLOYEE.
PART I, LINE 4ASEVERANCE PAYMENTS PURSUANT TO THE TERMS OF SEPARATION AGREEMENTS, WILLIAM MORSE AND JANIS MOORMAN RECEIVED SEVERANCE PAYMENTS. WILLIAM MORSE RECEIVED A SEVERANCE PAYMENT AMOUNT OF $113,572 BASED ON A NEGOTIATED SETTLEMENT. JANIS MOORMAN RECEIVED A SEVERANCE PAYMENT AMOUNT OF $69,671 BASED ON 6 MONTHS OF ACTUAL COMPENSATION.

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
B521705592130178NN22008-06-26$59,475,000EDUC FACILITY & ISSUANCE COSTSYes (1)00
CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY
C521705592130178SE72009-04-20$62,290,000EDUC FACILITY & PARTIAL REFUNDINGYes (1)00
CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY
D521705592130178B882011-07-12$7,914,174REFUNDING000

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$29,355,000$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
A000Yes (1)00Yes (1)0.038000000000Yes (1)Yes (1)Yes (1)
FSA
BYes (1)00Yes (1)0.032000000000Yes (1)0Yes (1)
(no name)
C000Yes (1)0000Yes (1)
(no name)
D00Yes (1)00000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

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

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
CALIFORNIA MUNICIPAL FINANCE AUTHORITY
A2015634660000000002014-06-26$24,937,500NEW CONSTRUCTION000
CALIFORNIA MUNICIPAL FINANCE AUTHORITY
B20156346613048T8B22017-11-30$154,654,395REFUNDING AND NEW CONSTRUCTIONYes (1)00

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtTotal ProceedsTotalProceedsAmtCapital ExpendituresCapitalExpendituresAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintIndBond DefeasedBondDefeasedAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtOther Spent ProceedsOtherSpentProceedsAmt
A$14,000,000$24,937,500$14,000,000$10,937,500201500Yes (1)Yes (1)
B$26,025,932Yes (1)Yes (1)0Yes (1)$154,654,395$57,804,580$929,737$69,894,146

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
A0Yes (1)000000Yes (1)
B0Yes (1)000000Yes (1)

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$373,2810Yes (1)Yes (1)
GARY KATES
HIGHEST COMP EMPRELOCATION LOANSYes (X)$555,000$370,4210Yes (1)Yes (1)
CHRISTOPHER ALLEN
OFFICERRELOCATION LOANSYes (X)$398,050$291,8170Yes (1)Yes (1)
ROBERT GAINES
KEY EMPLOYEERELOCATION LOANSYes (X)$532,000$355,8470Yes (1)Yes (1)
MARIA WATSON
KEY EMPLOYEERELOCATION LOANSYes (X)$551,000$530,5830Yes (1)Yes (1)
ROBERT GOLDBERG
KEY EMPLOYEERELOCATION LOANSYes (X)$555,000$536,7510Yes (1)Yes (1)
FieldValueIRS element (for citing)
Total Balance Due$2,458,700TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SANDRA LUNDERGAN-PRICEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationship DescriptionTRUSTEE RELATIVE, JOHN STARRRelationshipDescriptionTxt
Transaction$76,414TransactionAmt
TransactionSALARY AND BENEFITSTransactionDesc
Sharing Of Revenues0SharingOfRevenuesInd

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution177ContributionCnt
Noncash Contributions Rpt F990$1,378,050NoncashContributionsRptF990Amt
Method Of Determining RevenuesAPPRAISALMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution105ContributionCnt
Noncash Contributions Rpt F990$1,904,274NoncashContributionsRptF990Amt
Method Of Determining RevenuesAVG MKT DONTN DATEMethodOfDeterminingRevenuesTxt

Real Estate Residential RealEstateResidentialGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$171,184NoncashContributionsRptF990Amt
Method Of Determining RevenuesAPPRAISALMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescINC INTERESTDesc
Contribution1ContributionCnt
Noncash Contributions Rpt F990$8,040NoncashContributionsRptF990Amt
Method Of Determining RevenuesAPPRAISALMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received10Form8283ReceivedCnt
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 (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 3AS A RESPONSE TO THE COVID-19 PANDEMIC, THE COLLEGE MOVED TO ONLINE INSTRUCTION AND WORK WHILE MAINTAINING HIGH LEVELS OF STUDENT LEARNING AND ENGAGEMENT. AS A RESULT THERE WAS A REDUCTION IN THE AUXILIARY ENTERPRISES PROGRAM SERVICES AND REVENUE SINCE THERE WAS REDUCED ON CAMPUS ACTIVITIES.
FORM 990, PART VI, SECTION B, LINE 11BREVIEW OF FORM 990 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 12CCONFLICT OF INTEREST 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 TRUSTEE 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 15PROCESS OF DETERMINING COMPENSATION 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 2021.
FORM 990, PART VI, SECTION C, LINE 19DISCLOSURE OF DOCUMENTS 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 17,332,373. ANNUITY AND LIFE INCOME FUNDS RELEASED -3,200,130.

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 (101)
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 Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth OrgYes (1)RentalOfFacilitiesToOthOrgInd
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$2,492,628InvolvedAmt
Method Of Amount DeterminationCASH & STOCKMethodOfAmountDeterminationTxt