2021-05-14T11:09:38-05:00 2020-06-30 910189318 Moss Adams LLP 3121 W March Ln Ste 200 Stockton CA 952192367 990 2019-07-01 954786748 The Claremont Colleges Inc fka Claremont University Consortium CLAR 9096218043 101 S Mills Ave Claremont CA 91711 Mia Alonzo Assistant VP/Controller 9096218043 2021-05-07 1 Tracy S Paglia P00366884 2099556100 2021-05-07 2019 2022-09-23 18:48:47Z Stig Lanesskog 101 S Mills Ave Claremont CA 91711 82165587 0 X https://services.claremont.edu/ X 2000 CA To advance The Claremont Colleges by aiding collaboration & the estab. of new institutions. 16 8 482 5 79889 0 209270 526137 52158549 45021992 3725180 13502329 -52903 -7519 56040096 59042939 0 3000 0 0 25594104 27541530 0 0 23749 21471093 22830663 47065197 50375193 8974899 8667746 157331456 165586929 28196673 27835283 129134783 137751646 To advance The Claremont Colleges by promoting collaboration; by providing innovative, high quality, and cost effective customer-oriented services; and by supporting the establishment of new institutions. 0 0 23723805 3000 23882974 Institutional Support services provided to the Claremont Colleges by TCC include: food services administration; physical plant and facilities support; payroll and accounting; information technology; real estate; risk management; and employee benefits. Additional functions include advancing The Claremont Colleges, founding additional institutions and promoting cooperation among members to enhance programs. 14335629 0 13247833 Academic Support services provided by TCC include the central library system and bookstore providing library services and making textbooks available for the faculty and students of the Claremont Colleges. 6417943 0 7891185 Student services provided to the Claremont Colleges by TCC include: health and counseling services; ethnic centers; an interfaith office of chaplains and campus safety. 44477377 1 1 0 0 0 0 0 1 1 1 1 1 0 0 1 1 1 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 912 0 1 482 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 16 8 0 0 0 0 0 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X Mia Alonzo 9096218043 101 S Mills Ave Claremont CA 91711 Hiram Chodosh Constituent Member 1.00 40.00 X 0 609209 199105 Larissa Tiedens Constituent Member 1.00 40.00 X 0 600983 202569 Gabrielle Starr Constituent Member 1.00 40.00 X 0 646696 109812 Maria M Klawe Constituent Member 1.00 50.00 X 0 694412 44477 Sheldon Schuster Constituent Member 1.00 40.00 X 0 606112 45249 Melvin L Oliver PhD Constituent Member 1.00 40.00 X 0 507009 98433 Len Jessup Constituent Member 1.00 40.00 X 0 504913 73215 Stig Lanesskogg Chief Executive Officer 40.00 X X 446654 0 54112 Steven Holley VP for Finance and Admin/Treasurer 40.00 X 283544 0 50837 Janet Smith Dickerson VP for Student Affairs 40.00 X 282727 0 34280 Charles Thompson Chief Information Officer 40.00 X 228995 0 39600 Bonnie Clemens Dean of the Library (Thru 03/2020) 40.00 X 225398 0 36546 Mia Alonzo Assistant Vice President/Controller 20.00 24.00 X 163551 0 40148 Gary DeGroot Director of Monsour Counseling 40.00 X 141244 0 49143 Jairo Ospina Senior Project Manager 40.00 X 148761 0 35571 Jeremy Whaley Deputy CIO (Thru 06/2020) 40.00 X 144346 0 35017 Stanley Skipworth Assistant Vice President Campus Safety 40.00 X 157447 0 19537 Colin Tudor Sec to the Board/AVP for Community Relations 40.00 X 140178 0 34051 Eric Clark Physician 40.00 X 146523 0 15330 Samuel Glick Chair of the Board 1.00 1.00 X X 0 0 0 Harold A Brown Constituent Member 1.00 8.00 X 0 0 0 Wayne A Drinkward Constituent Member 1.00 1.00 X 0 0 0 Tim Kirley Constituent Member 1.00 2.00 X 0 0 0 David Mgrublian Constituent Member 1.00 1.00 X 0 0 0 Cristina Rose Member at Large 1.00 X 0 0 0 Lynne Thompson Constituent Member 1.00 4.00 X 0 0 0 James Widergren Constituent Member 1.00 1.00 X 0 0 0 2509368 4169334 1217032 32 0 1 0 PricewaterhouseCoopers LLP 4040 W Boy Scout Blvd Tampa FL 33607 Audit/Consulting Services 2861624 Workday 6230 Stoneridge Mail Road Pleasanton CA 94588 Software Consulting 2342477 Sea West Enterprises Inc 373 East Foothill Blvd San Dimas CA 91773 Construction 1525789 Loeb & Loeb LLP 10100 Santa Monica Blvd Suite 220 Los Angeles CA 90067 Legal/Consulting Services 888734 Bon Appetit PO Box 50196 Los Angeles CA 900740196 Food Service 871657 27 456652 69485 526137 Support Services 611710 44656904 44656904 Student Loan Interest 611710 199965 199965 Program Rental 611710 165123 165123 45021992 915688 79889 835799 207 207 40890 48409 -7519 -7519 -7519 22893736 12766937 22587519 486720 306217 12280217 12586434 12586434 59042939 45021992 79889 13414921 3000 3000 1984955 485571 1499384 19487572 17931913 1555659 1648435 1536260 112175 2910689 2617499 293190 1509879 1308396 201483 525076 383299 141777 192074 192074 177082 177082 3716289 3431331 281032 3926 138034 56165 63720 18149 2321879 2209044 111161 1674 1551619 992764 558855 1354490 1350730 3760 268221 239834 28387 745552 662725 82827 728871 702080 26791 899865 876424 23441 4095659 3559787 535872 118838 118664 174 Books & Periodicals 4483066 4483066 Building Repair 996729 952213 44516 Non capitalized equipme 311521 197890 113631 205798 186648 19150 50375193 44477377 5874067 23749 3696227 6550889 10906752 4974146 5981302 6417549 312831 312831 2905221 3076511 91364735 37737963 50212510 53626772 66616436 75652703 8019117 8385897 2710967 2711203 5817642 3878428 152451 0 157331456 165586929 9281138 8353897 12525017 11760537 151809 660833 5990647 6815008 248062 245008 28196673 27835283 X 98417299 109684028 30717484 28067618 129134783 137751646 157331456 165586929 X 8667746 17875 -68758 X 0 1 X 1 0 X X X 7 Pomona College 951664112 2 1 0 0 Claremont Graduate University 951664100 2 1 0 0 Scripps College 951664123 2 1 0 0 Claremont McKenna College 951664101 2 1 0 0 Harvey Mudd College 951911219 2 1 0 0 Pitzer College 952261113 2 1 0 0 Keck Graduate Institute of Applied Life Sciences 954625327 2 1 0 0 7 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 Schedule A, Part I, Line 12, Col (vi) - Other Support The purpose of TCC is to support The Claremont Colleges (organizations listed under Schedule A, Part I, item 12). Therefore, all of the program expenses are support paid for the benefit of the organizations listed. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 31600 X X X X X See Part XIV 0 0 1 X 29089495 1249 -570030 6086 1293724 207207 27013697 28587759 2100 2037813 6003 1285709 246465 29089495 27698506 2550 2325585 5901 1227118 205863 28587759 26416069 2050 2755606 5844 1277938 191437 27698506 28994668 76934 -1056360 6303 1421869 171001 26416069 0.01590 0.47210 0.51200 1 1 1 7778081 7778081 49554268 35500880 14053388 15332345 1815441 13516904 18700041 421642 18278399 53626772 Absolute Return 5996009 F Private Equity/Venture Capital 2389888 F 8385897 Asset retirement obligation 245008 245008 X 58863383 17875 59540 77415 58785968 177082 79889 256971 59042939 50246520 48409 48409 50198111 177082 177082 50375193 Part III, Line 4: TCC holds a historic musical instrument (violin), which is used in the above activities as well as teaching and performance, which furthers the educational purpose of the affiliated institutions. Part IV, Line 2b: The funds held for others consist of intercollegiate program surplus of $660,833. Part V, Line 4: TCC uses the earnings of its endowment funds according to the direction of the donor. Earnings are primarily used to support the Libraries of the Claremont Colleges and intercollegiate scholarships and professorships. Where no donor intent is specified, the earnings fund the general operations of TCC. Part X, Line 2: TCC is exempt from Federal and California income taxes under Section 501(c)(3) of the Internal Revenue Code and Section 23701(d) of the California Revenue and Taxation Code, except for taxes on unrelated business income. Since TCC had no material unrelated business income for the years ended June 30, 2020 and 2019, no provision for income taxes has been made in the accompanying financial statements. In accordance with generally accepted account principles, TCC had no uncertain tax positions at June 30, 2020 and 2019. Part XI, Line 2d - Other Adjustments: Actuarial Adjustment 11,131. Rental Expense 48,409. Part XI, Line 4b - Other Adjustments: Partnership Income from Sch K-1 79,889. Part XII, Line 2d - Other Adjustments: Rental Expense 48,409. Central America and the Caribbean - 0 0 Investments 10276514 0 0 0 0 0 0 10276514 0 10276514 1 0 1 0 1 0 Part I, line 3: Accrual Method Part III Accounting Method: X X 1 1 X X 0 1 0 0 0 0 0 0 0 Hiram Chodosh Constituent Member 0 589369 0 0 0 19840 0 99091 0 100014 0 808314 0 0 Larissa Tiedens Constituent Member 0 596450 0 0 0 4533 0 117600 0 84969 0 803552 0 0 Gabrielle Starr Constituent Member 0 627696 0 0 0 19000 0 30942 0 78870 0 756508 0 0 Maria M Klawe Constituent Member 0 691699 0 0 0 2713 0 33600 0 10877 0 738889 0 0 Sheldon Schuster Constituent Member 0 606112 0 0 0 0 0 33600 0 11649 0 651361 0 0 Melvin L Oliver PhD Constituent Member 0 501009 0 0 0 6000 0 33600 0 64833 0 605442 0 0 Len Jessup Constituent Member 0 454313 0 50000 0 600 0 60942 0 12273 0 578128 0 0 Stig Lanesskogg Chief Executive Officer 398654 0 0 0 48000 0 30942 0 23170 0 500766 0 0 0 Steven Holley VP for Finance and Admin/Treasurer 261966 0 0 0 21578 0 29789 0 21048 0 334381 0 0 0 Janet Smith Dickerson VP for Student Affairs 282727 0 0 0 0 0 30942 0 3338 0 317007 0 0 0 Charles Thompson Chief Information Officer 228995 0 0 0 0 0 25160 0 14440 0 268595 0 0 0 Bonnie Clemens Dean of the Library (Thru 03/2020) 225398 0 0 0 0 0 24480 0 12066 0 261944 0 0 0 Mia Alonzo Assistant Vice President/Controller 163551 0 0 0 0 0 17713 0 22435 0 203699 0 0 0 Gary DeGroot Director of Monsour Counseling 141244 0 0 0 0 0 15181 0 33962 0 190387 0 0 0 Jairo Ospina Senior Project Manager 148761 0 0 0 0 0 15812 0 19759 0 184332 0 0 0 Jeremy Whaley Deputy CIO (Thru 06/2020) 144346 0 0 0 0 0 15287 0 19730 0 179363 0 0 0 Stanley Skipworth Assistant Vice President Campus Safe 157447 0 0 0 0 0 16425 0 3112 0 176984 0 0 0 Colin Tudor Sec to the Board/AVP for Community R 139688 0 0 0 490 0 15257 0 18794 0 174229 0 0 0 Eric Clark Physician 146523 0 0 0 0 0 14925 0 405 0 161853 0 0 0 Part I, Line 1a Housing is provided to the CEO and VP for Finance and Administration/Treasurer for which the fair market value of the rent is included as taxable income. A taxable discretionary gross up of for the housing and/or moving reimbursement was given to the following individual during the year: VP for Finance and Administration. Part I, Line 4b Presidents of The Claremont Colleges participate in Section 457(f) plans provided by their respective institution. One or more of the Presidents received a payment per their plan agreement during the year. A CA Educational Facilities Authority 521705592 130178ZQ2 2011-04-07 9095717 Facilities Renewal & Construction 0 0 0 B CA Educational Facilities Authority 521705592 130178P91 2012-08-02 9212026 Facilities Renewal & Construction 0 0 0 A 3635000 9096449 182732 3375037 5538680 2011 1 0 1 1 B 2065000 9212546 179979 9032567 2012 1 0 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 1 0 0 0 0 0 1 B 0 0 1 0 0 0 0 0 1 A 1 B 1 Schedule K, Part II, Line 3, Column A The difference between the issue price of $9,095,717 and proceeds of $9,096,309 is the result of investment earnings. Schedule K, Part II, Line 3, Column B The difference between the issue price of $9,212,026 and the proceeds of $9,212,447 is a result of investment earnings. Form 990, Part VI, Section A, line 7a The Claremont Colleges, Inc. ("TCC") is the central coordinating institution of The Claremont Colleges, a cluster of seven undergraduate, graduate, and professional academic institutions ("Member Institutions"). The governing body of TCC is its Board of Directors ("Board"). The Board is composed of the Chief Executive Officer of TCC, the Presidents and Board Chairs of each of the seven Member Institutions, and at least three Independent Directors (who are elected or appointed by the board). Form 990, Part VI, Section A, line 7b TCC is governed, in part, by a constitution. Article VIII of that constitution provides that it may be amended by the Board, however amendments to six specific articles (Article II, Objectives, Article IV, Central Coordinating Institution, Article V, Size of Member Institutions, Article VI, Instructional Services, Article VII, Procedures for New Colleges and Other Institutions, and Article VIII, Amendments) become effective only "upon ratification by the respective boards of the member institutions." Form 990, Part VI, Section B, line 11b TCC utilizes a process for review of the IRS Form 990 Return of Organization Exempt from Income Tax that involves multiple layers of management as well as governing board members. TCC has engaged an outside accounting firm to prepare the Form 990 using information provided by individuals in the Office of Financial Services, the Office of Human Resources, and changes are made as needed. Once a revised draft is available, the draft is reviewed by the Chief Executive Officer and Treasurer. After this review and any resulting changes are complete, the revised draft is provided to members of the TCC Audit Committee for questions and comments. Once questions and comments from the Audit Committee are fielded and issues resolved, the Committee accepts the Form 990 and provides it to all voting members of the Board of Directors prior to filing. Form 990, Part VI, Section B, line 12c The Conflict of Interest Policy applies to overseers, officers and employees of TCC. Each year, the Secretary of the Board sends a copy of the policy along with a survey to all overseers and officers to determine if there are any conflicts of interest. The results are reviewed by the Chief Executive Officer to determine if any conflicts exist and are reported to the Audit Committee annually. Any action required due to a conflict is evaluated by the Audit Committee on a case by case basis, including any restrictions placed on individuals determined to have a conflict of interest. Form 990, Part VI, Section B, line 15 TCC has an executive compensation review policy in place for independent review by the Board of Directors. Each year a report of compensation for officers, key employees and other disqualified persons (see Part VII) is prepared which includes historic compensation data, and national and regional survey data. The Board meets to approve total compensation before any changes are implemented. Contemporaneous substantiation of the compensation approval is maintained in the form of board minutes. Form 990, Part VI, Section C, line 19 The governing/organizing documents are made available to the public upon request. The conflict of interest policy and financial statements are available on the TCC website. https://services.claremont.edu/ Form 990, Part XI, line 9: Actuarial Adjustment 11,131. Partnership Income from Sch K-1 -79,889. Pomona College 550 N College Ave Claremont CA 91711 951664112 Education CA 501(c)(3) Line 2 N/A 0 Claremont Graduate University 150 E 10th Street Claremont CA 91711 951664100 Education CA 501(c)(3) Line 2 N/A 0 Scripps College 1030 Columbia Claremont CA 91711 951664123 Education CA 501(c)(3) Line 2 N/A 0 Claremont McKenna College 500 E 9th Street Claremont CA 91711 951664101 Education CA 501(c)(3) Line 2 N/A 0 Harvey Mudd College 301 Platt Blvd Claremont CA 91711 951911219 Education CA 501(c)(3) Line 2 N/A 0 Pitzer College 1050 N Mills Claremont CA 91711 952261113 Education CA 501(c)(3) Line 2 N/A 0 Keck Graduate Institute 535 Watson Dr Claremont CA 91711 954625327 Education CA 501(c)(3) Line 2 N/A 0 0 0 0 1 1 0 1 0 0 1 1 1 0 0 0 0 1 0 0