HARVEY MUDD COLLEGE: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- HARVEY MUDD COLLEGE (EIN 95-1911219)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-13
- IRS object ID
- 201931339349307713
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-13T18:07:46-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Moss Adams LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3121 W March Ln Ste 200 | AddressLine1Txt |
| City | Stockton | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 952192367 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951911219 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Harvey Mudd College | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARV | BusinessNameControlTxt |
| Phone | 9096218043 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 Platt Boulevard | AddressLine1Txt |
| City | Claremont | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91711 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mia Alonzo | PersonNm |
| Person Title | Controller | PersonTitleTxt |
| Phone | 9096218043 | PhoneNum |
| Signature | 2019-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Tracy S Paglia | PreparerPersonNm |
| PTIN | P00366884 | PTIN |
| Phone | 2099556100 | PhoneNum |
| Preparation | 2019-05-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 12.129.7.100 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-05-10 | IPDt |
| IP Tm | 11:50:00 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BE861C6778D90A5D3E7861ABDDE45BE6309F51A4 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Maria Klawe | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 Platt Boulevard | AddressLine1Txt |
| City | Claremont | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $304,424,102 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.hmc.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1955 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | HMC is one of the premier math, science and engineering liberal arts colleges in the nation. | ActivityOrMissionDesc |
| Voting Members Governing Body | 42 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 41 | VotingMembersIndependentCnt |
| Total Employee | 1270 | TotalEmployeeCnt |
| Total Volunteers | 554 | TotalVolunteersCnt |
| Total Gross UBI | -$920,316 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$932,832 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $11,988,843 | PYContributionsGrantsAmt |
| CY Contributions Grants | $19,520,806 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $61,366,699 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $64,356,070 | CYProgramServiceRevenueAmt |
| PY Investment Income | $13,797,590 | PYInvestmentIncomeAmt |
| CY Investment Income | $28,591,842 | CYInvestmentIncomeAmt |
| PY Other Revenue | $74,974 | PYOtherRevenueAmt |
| CY Other Revenue | $80,809 | CYOtherRevenueAmt |
| PY Total Revenue | $87,228,106 | PYTotalRevenueAmt |
| CY Total Revenue | $112,549,527 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $17,077,944 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $18,298,394 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $39,022,064 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $39,708,003 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,515,743 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $28,085,602 | PYOtherExpensesAmt |
| CY Other Expenses | $28,981,721 | CYOtherExpensesAmt |
| PY Total Expenses | $84,185,610 | PYTotalExpensesAmt |
| CY Total Expenses | $86,988,118 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,042,496 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $25,561,409 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $472,979,374 | TotalAssetsBOYAmt |
| Total Assets EOY | $501,358,279 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $59,246,809 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $57,846,603 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $413,732,565 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $443,511,676 | NetAssetsOrFundBalancesEOYAmt |
| Mission | Harvey Mudd College seeks to educate engineers, scientists and mathematicians well-versed in all of these areas and in the humanities and social sciences so that they may assume leadership in their fields with a clear understanding of the impact of their work on society. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $76,086,791 | ExpenseAmt |
| Grant | $18,298,394 | GrantAmt |
| Revenue | $64,356,070 | RevenueAmt |
| Desc | All program services relate to undergraduate education, full time equivalent enrollment of 850+ students. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $0 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | n/a | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $0 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | n/a | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $76,086,791 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 1135 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1270 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 42 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 41 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mia Alonzo | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9096218043 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 S Mills Ave | AddressLine1Txt |
| City | Claremont | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91711 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (56 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| Maria Klawe | |||||||||
| President | 50.00 | 1.00 | Yes (X) | Yes (X) | $611,163 | $0 | $91,643 | ||
| Wayne A Drinkward | |||||||||
| Chairman of the Board | 1.00 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| Jocelyn Goldfein | |||||||||
| Vice Chair of the Board | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Kevin Schofield | |||||||||
| Vice Chair of the Board | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Ann E McDermott | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Bruce L DePriester | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Bruce W Worster | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Deborah A Byron | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Deborah Quazzo | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Elaine K Hart | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Ellyn Shook | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Glen T Hastings | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Gregory P Rae | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Hector Ruiz | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Howard C Deshong III | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Jacky Wright | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| James C Bean | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Jason Fennell | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Jeff Drazan | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Jeffrey M Rosenbluth | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| John M Benediktsson | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| John Norin | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Joseph Connolly | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Josh Jones | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Karin Klein | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Kathleen Fisher | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Kjersten Moody | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Laura P Larson | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Laurie Girand | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Matthew Ferri | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Michael A Angiulo | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Michael Curtis | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Michael G Wilson | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Michael P Schubmehl | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Michael W Blasgen | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Murray Goldberg | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| R Miller Adams | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Scott R Smallwood | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Shamit Grover | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Teresa Pineda | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Venkat Varadachary | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Yvonne Wassenaar | |||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| Thyra Briggs | |||||||||
| VP/Dean of Adm & Fin Aid | 50.00 | Yes (X) | $219,599 | $0 | $41,557 | ||||
| Lisa Sullivan | |||||||||
| VP for Academic Affairs & Dean of Faculty | 50.00 | Yes (X) | $171,952 | $0 | $67,874 | ||||
| Andrew Dorantes | |||||||||
| VP for Adm & Finance / Treasurer | 50.00 | Yes (X) | $312,755 | $0 | $52,655 | ||||
| Daniel Macaluso | |||||||||
| VP for Advancement | 50.00 | Yes (X) | $311,566 | $0 | $67,846 | ||||
| Timothy Hussey | |||||||||
| Asst Vp of Comm and Marketing/Asst | 50.00 | Yes (X) | $169,121 | $0 | $31,353 | ||||
| Karen Angemi | |||||||||
| Secretary to the Board | 50.00 | Yes (X) | $110,339 | $0 | $61,681 | ||||
| Mia Alonzo | |||||||||
| Asst VP / Controller | 4.00 | 20.00 | Yes (X) | $0 | $145,807 | $37,060 | |||
| Joseph Vaughan | |||||||||
| VP & Chief Information Officer | 50.00 | $207,040 | $0 | $53,822 | Yes (X) | ||||
| Jon Jacobsen | |||||||||
| VP Student Affairs/Dean of Students | 50.00 | $175,383 | $0 | $55,070 | Yes (X) | ||||
| Robert Cave | |||||||||
| Faculty and Former VP/Dean of Faculty | 40.00 | $259,549 | $0 | $48,760 | Yes (X) | ||||
| W M Leroux | |||||||||
| AVP of Advancement for Dev & Const Prg | 40.00 | $224,565 | $0 | $42,373 | Yes (X) | ||||
| Nicholas Pippenger | |||||||||
| Faculty | 40.00 | $194,794 | $0 | $38,804 | Yes (X) | ||||
| Ran Libeskind-Hadas | |||||||||
| Faculty | 40.00 | $204,191 | $0 | $84,596 | Yes (X) | ||||
| Jeffrey Groves | |||||||||
| Faculty & Former VP/Dean of Faculty | 40.00 | $220,476 | $0 | $40,266 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,392,493 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $145,807 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $815,360 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 105 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DPR Construction A General Partnership | |||||
| 4665 MacArthur Court Suite 100 | Newport Beach | CA | 92660 | Construction | $3,912,672 |
| McCarthy Building Companies Inc | |||||
| 20401 SW Birch Street Ste 300 | Newport Beach | CA | 92660 | Construction | $3,610,162 |
| Sodexo Inc | |||||
| 1000 El Camino Real | Atherton | CA | 94027 | Food Service | $2,208,651 |
| Heritage Design Build & Consulting | |||||
| 546 W Emporia Street | Ontario | CA | 91762 | General Contract | $597,912 |
| Cambridge Associates LLC | |||||
| 100 Summer Street | Boston | MA | 02110 | Investment Management Services | $576,440 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 13 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $890,794 | GovernmentGrantsAmt |
| All Other Contributions | $18,630,012 | AllOtherContributionsAmt |
| Noncash Contributions | $1,011,405 | NoncashContributionsAmt |
| Total Contributions | $19,520,806 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Tuition, Room & Board | 611600 | $58,702,330 | $58,702,330 |
| Fed Grants & Contracts | 611600 | $2,303,264 | $2,303,264 |
| Private Contracts | 611600 | $2,082,125 | $2,082,125 |
| Auxiliary | 611600 | $930,047 | $930,047 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $338,304 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $338,304 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $64,356,070 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,959,460 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$920,316 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,879,776 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15 | TotalRevenueColumnAmt |
| Exclusion | $15 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,316 | TotalRevenueColumnAmt |
| Exclusion | $4,316 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $76,493 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $76,493 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $76,493 | TotalRevenueColumnAmt |
| Exclusion | $76,493 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $210,461,462 | SecuritiesAmt |
| Other | $6,045,480 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $187,757,495 | SecuritiesAmt |
| Other | $4,117,080 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $22,703,967 | SecuritiesAmt |
| Other | $1,928,400 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,632,367 | TotalRevenueColumnAmt |
| Exclusion | $24,632,367 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $112,549,527 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $64,356,070 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$920,316 | UnrelatedBusinessRevenueAmt |
| Exclusion | $29,592,967 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,298,394 | TotalAmt |
| Program Services | $18,298,394 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,023,913 | TotalAmt |
| Program Services | $1,553,608 | ProgramServicesAmt |
| Management And General | $891,492 | ManagementAndGeneralAmt |
| Fundraising | $578,813 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $231,656 | TotalAmt |
| Program Services | $231,656 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,769,813 | TotalAmt |
| Program Services | $24,998,007 | ProgramServicesAmt |
| Management And General | $1,329,703 | ManagementAndGeneralAmt |
| Fundraising | $1,442,103 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,865,342 | TotalAmt |
| Program Services | $2,447,875 | ProgramServicesAmt |
| Management And General | $140,223 | ManagementAndGeneralAmt |
| Fundraising | $277,244 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,784,943 | TotalAmt |
| Program Services | $3,206,971 | ProgramServicesAmt |
| Management And General | $201,514 | ManagementAndGeneralAmt |
| Fundraising | $376,458 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,032,336 | TotalAmt |
| Program Services | $1,687,765 | ProgramServicesAmt |
| Management And General | $137,159 | ManagementAndGeneralAmt |
| Fundraising | $207,412 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $177,409 | TotalAmt |
| Management And General | $177,409 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,560 | TotalAmt |
| Management And General | $179,560 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,185,413 | TotalAmt |
| Management And General | $1,185,413 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,533,036 | TotalAmt |
| Program Services | $1,365,689 | ProgramServicesAmt |
| Management And General | $123,646 | ManagementAndGeneralAmt |
| Fundraising | $43,701 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $491,153 | TotalAmt |
| Program Services | $300,121 | ProgramServicesAmt |
| Management And General | $134,572 | ManagementAndGeneralAmt |
| Fundraising | $56,460 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,802,454 | TotalAmt |
| Program Services | $3,433,818 | ProgramServicesAmt |
| Management And General | $224,119 | ManagementAndGeneralAmt |
| Fundraising | $144,517 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $905,121 | TotalAmt |
| Program Services | $635,236 | ProgramServicesAmt |
| Management And General | $241,419 | ManagementAndGeneralAmt |
| Fundraising | $28,466 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,114,073 | TotalAmt |
| Program Services | $1,861,660 | ProgramServicesAmt |
| Management And General | $201,778 | ManagementAndGeneralAmt |
| Fundraising | $50,635 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,549,850 | TotalAmt |
| Program Services | $1,333,192 | ProgramServicesAmt |
| Management And General | $72,868 | ManagementAndGeneralAmt |
| Fundraising | $143,790 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $591,165 | TotalAmt |
| Program Services | $428,360 | ProgramServicesAmt |
| Management And General | $68,924 | ManagementAndGeneralAmt |
| Fundraising | $93,881 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,809,985 | TotalAmt |
| Program Services | $1,756,681 | ProgramServicesAmt |
| Management And General | $53,304 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,356,521 | TotalAmt |
| Program Services | $5,822,454 | ProgramServicesAmt |
| Management And General | $1,522,152 | ManagementAndGeneralAmt |
| Fundraising | $11,915 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,847,530 | TotalAmt |
| Program Services | $4,772,736 | ProgramServicesAmt |
| Management And General | $74,794 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $210,195 | TotalAmt |
| Program Services | $2,827 | ProgramServicesAmt |
| Management And General | $207,368 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Building Repair | $1,088,983 | $934,661 | $131,551 | $22,771 |
| Noncapital Equipment & | $580,231 | $542,155 | $26,146 | $11,930 |
| Food and Housing | $356,293 | $356,293 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,749 | TotalAmt |
| Program Services | $116,632 | ProgramServicesAmt |
| Management And General | $60,470 | ManagementAndGeneralAmt |
| Fundraising | $25,647 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,988,118 | TotalAmt |
| Program Services | $76,086,791 | ProgramServicesAmt |
| Management And General | $7,385,584 | ManagementAndGeneralAmt |
| Fundraising | $3,515,743 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,309,058 | BOYAmt |
| EOY | $1,043,819 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,446,964 | BOYAmt |
| EOY | $45,603,996 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,165,399 | BOYAmt |
| EOY | $20,294,344 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,108,529 | BOYAmt |
| EOY | $990,959 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,840 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,598,360 | BOYAmt |
| EOY | $2,845,310 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $190,959,091 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $66,514,450 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,609,203 | BOYAmt |
| EOY | $124,444,641 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $270,755,036 | BOYAmt |
| EOY | $261,680,836 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,097,958 | BOYAmt |
| EOY | $40,573,354 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,121,457 | BOYAmt |
| EOY | $3,076,993 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $740,570 | BOYAmt |
| EOY | $804,027 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $472,979,374 | BOYAmt |
| EOY | $501,358,279 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,733,032 | BOYAmt |
| EOY | $5,461,505 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $960,438 | BOYAmt |
| EOY | $953,082 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,947,032 | BOYAmt |
| EOY | $41,986,913 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,606,307 | BOYAmt |
| EOY | $9,445,103 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,246,809 | BOYAmt |
| EOY | $57,846,603 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $151,912,806 | BOYAmt |
| EOY | $156,541,713 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,003,017 | BOYAmt |
| EOY | $134,991,127 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,816,742 | BOYAmt |
| EOY | $151,978,836 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $413,732,565 | BOYAmt |
| EOY | $443,511,676 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $472,979,374 | BOYAmt |
| EOY | $501,358,279 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $25,561,409 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,839,543 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,378,159 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,622,810 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,857,935 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,107,208 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,910,843 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,520,806 | CurrentTaxYearAmt |
| Total | $76,019,602 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,622,810 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,857,935 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,107,208 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,910,843 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $19,520,806 | CurrentTaxYearAmt |
| Total | $76,019,602 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $13,327,521 | SubstantialContributorsTotAmt |
| Public Support Total170 | $62,692,081 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,646,008 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,637,052 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,007,226 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,451,070 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,979,908 | CurrentTaxYearAmt |
| Total | $21,721,264 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $97,740,866 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $290,904,381 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.64140 | PublicSupportCY170Pct |
| Public Support PY170 | 0.76450 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $303,342,937 | BeginningYearBalanceAmt |
| Contributions | $692,670 | ContributionsAmt |
| Investment Earnings Or Losses | $31,005,610 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,803,723 | GrantsOrScholarshipsAmt |
| Other Expenditures | $11,853,656 | OtherExpendituresAmt |
| End Year Balance | $320,383,838 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $276,951,173 | BeginningYearBalanceAmt |
| Contributions | $4,865,791 | ContributionsAmt |
| Investment Earnings Or Losses | $35,988,718 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,800,516 | GrantsOrScholarshipsAmt |
| Other Expenditures | $11,662,229 | OtherExpendituresAmt |
| End Year Balance | $303,342,937 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $292,556,021 | BeginningYearBalanceAmt |
| Contributions | $10,359,494 | ContributionsAmt |
| Investment Earnings Or Losses | -$12,087,422 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,665,292 | GrantsOrScholarshipsAmt |
| Other Expenditures | $11,211,628 | OtherExpendituresAmt |
| End Year Balance | $276,951,173 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $288,323,889 | BeginningYearBalanceAmt |
| Contributions | $18,869,383 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,825,220 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,489,818 | GrantsOrScholarshipsAmt |
| Other Expenditures | $10,322,213 | OtherExpendituresAmt |
| End Year Balance | $292,556,021 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $244,177,496 | BeginningYearBalanceAmt |
| Contributions | $17,124,437 | ContributionsAmt |
| Investment Earnings Or Losses | $38,981,269 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,409,114 | GrantsOrScholarshipsAmt |
| Other Expenditures | $9,550,199 | OtherExpendituresAmt |
| End Year Balance | $288,323,889 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.20750 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.46620 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.32630 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $11,413,951 | OtherCostOrOtherBasisAmt |
| Book Value | $11,413,951 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,962,500 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $160,056,161 | OtherCostOrOtherBasisAmt |
| Depreciation | $53,351,098 | DepreciationAmt |
| Book Value | $108,667,563 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,562,859 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,327,750 | DepreciationAmt |
| Book Value | $3,235,109 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,963,620 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,835,602 | DepreciationAmt |
| Book Value | $1,128,018 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $124,444,641 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Other Assets | $83,525 | F |
| Private Equity Securities | $40,489,829 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $40,573,354 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| Annuities Payable | $4,575,854 |
| Funds Held in Trust for Others | $847,080 |
| Government Advances/Student Loans | $2,459,791 |
| Asset Retirement Obligation | $1,562,378 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $9,445,103 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $97,283,422 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,839,543 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,378,159 | OtherRevenueAmt |
| Revenue Not Reported | $4,217,702 | RevenueNotReportedAmt |
| Revenue Subtotal | $93,065,720 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $1,185,413 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $18,298,394 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $19,483,807 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $112,549,527 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $67,504,311 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $67,504,311 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $1,185,413 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $18,298,394 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $19,483,807 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $86,988,118 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | Permanent endowments are subject to the restrictions of gift instruments requiring in perpetuity that the principal be invested and the income only be utilized as provided under the California Uniform Prudent Management of Institutional Funds Act (UPMIFA). While funds have been established by the Board of Trustees to function as endowment, any portion of such funds may be expended. |
| Part X, Line 2: | In accordance with generally accepted accounting principles, the College had no unrecognized tax benefits at June 30, 2018 and 2017. |
| Part XI, Line 2d - Other Adjustments: | UBI Loss from Partnerships 939,624. Actuarial Adjustment 527,207. Pledge Writeoff -88,672. |
| Part XI, Line 4b - Other Adjustments: | Student Financial Aid 18,298,394. |
| Part XII, Line 4b - Other Adjustments: | Student Financial Aid 18,298,394. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 | The racial nondiscrimination policy is stated in brochures, the college catalog, and is available on the college website. |
| Schedule E, Part I, Line 6 | Harvey Mudd College participates in the Pell grant, Supplemental Educational Opportunity Grant, College Work-Study, and Perkins Loan programs. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Europe (Including Iceland & Greenland) | 0 | 0 | Program services | Education Instruction | $64,796 |
| Sub-Saharan Africa | 0 | 0 | Program services | Education Instruction | $2,508 |
| North America | 0 | 0 | Program services | Education Instruction | $24,896 |
| Russia and Neighboring States | 0 | 0 | Program services | Education Instruction | $101 |
| East Asia and the Pacific | 0 | 0 | Program services | Education Instruction | $45,703 |
| Middle East and North Africa | 0 | 0 | Program services | Education Instruction | $26,152 |
| South Asia | 0 | 0 | Program services | Education Instruction | $16,714 |
| Central America and the Caribbean | 0 | 0 | Investments | $27,134,669 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $27,315,539 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $27,315,539 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Student Financial Aid | GrantTypeTxt |
| Recipient | 565 | RecipientCnt |
| Cash Grant | $18,298,394 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | The use of grant funds is monitored through the student financial aid and billing process. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (15 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Maria Klawe | ||||||||||||||
| President | $570,118 | $0 | $0 | $0 | $41,045 | $0 | $32,400 | $0 | $59,243 | $0 | $702,806 | $0 | $0 | $0 |
| Thyra Briggs | ||||||||||||||
| VP/Dean of Adm & Fin Aid | $218,219 | $0 | $0 | $0 | $1,380 | $0 | $26,520 | $0 | $15,037 | $0 | $261,156 | $0 | $0 | $0 |
| Lisa Sullivan | ||||||||||||||
| VP for Academic Affairs & Dean of Fa | $159,452 | $0 | $0 | $0 | $12,500 | $0 | $21,382 | $0 | $46,492 | $0 | $239,826 | $0 | $0 | $0 |
| Andrew Dorantes | ||||||||||||||
| VP for Adm & Finance / Treasurer | $306,378 | $0 | $0 | $0 | $6,377 | $0 | $32,400 | $0 | $20,255 | $0 | $365,410 | $0 | $0 | $0 |
| Daniel Macaluso | ||||||||||||||
| VP for Advancement | $298,890 | $0 | $0 | $0 | $12,676 | $0 | $32,400 | $0 | $35,446 | $0 | $379,412 | $0 | $0 | $0 |
| Timothy Hussey | ||||||||||||||
| Asst Vp of Comm and Marketing/Asst | $169,051 | $0 | $0 | $0 | $70 | $0 | $20,650 | $0 | $10,703 | $0 | $200,474 | $0 | $0 | $0 |
| Karen Angemi | ||||||||||||||
| Secretary to the Board | $109,979 | $0 | $0 | $0 | $360 | $0 | $13,680 | $0 | $48,001 | $0 | $172,020 | $0 | $0 | $0 |
| Mia Alonzo | ||||||||||||||
| Asst VP / Controller | $0 | $145,327 | $0 | $0 | $0 | $480 | $0 | $15,905 | $0 | $21,155 | $0 | $182,867 | $0 | $0 |
| Joseph Vaughan | ||||||||||||||
| VP & Chief Information Officer | $207,040 | $0 | $0 | $0 | $0 | $0 | $26,250 | $0 | $27,572 | $0 | $260,862 | $0 | $0 | $0 |
| Jon Jacobsen | ||||||||||||||
| VP Student Affairs/Dean of Students | $175,383 | $0 | $0 | $0 | $0 | $0 | $21,780 | $0 | $33,290 | $0 | $230,453 | $0 | $0 | $0 |
| Robert Cave | ||||||||||||||
| Faculty and Former VP/Dean of Facult | $259,549 | $0 | $0 | $0 | $0 | $0 | $31,682 | $0 | $17,078 | $0 | $308,309 | $0 | $0 | $0 |
| W M Leroux | ||||||||||||||
| AVP of Advancement for Dev & Const P | $224,565 | $0 | $0 | $0 | $0 | $0 | $27,545 | $0 | $14,828 | $0 | $266,938 | $0 | $0 | $0 |
| Nicholas Pippenger | ||||||||||||||
| Faculty | $194,794 | $0 | $0 | $0 | $0 | $0 | $23,961 | $0 | $14,843 | $0 | $233,598 | $0 | $0 | $0 |
| Ran Libeskind-Hadas | ||||||||||||||
| Faculty | $203,893 | $0 | $0 | $0 | $298 | $0 | $25,803 | $0 | $58,793 | $0 | $288,787 | $0 | $0 | $0 |
| Jeffrey Groves | ||||||||||||||
| Faculty & Former VP/Dean of Faculty | $220,176 | $0 | $0 | $0 | $300 | $0 | $26,730 | $0 | $13,536 | $0 | $260,742 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 1a | FormAndLineReferenceDesc |
| Explanation | - First Class Travel - The President is authorized to travel in business/first class when flying on Harvey Mudd business. - Travel for companions - With prior approval from the Chairman of the Board of Trustees, the Institution paid for bona fide business related travel expenses for the President's spouse, who is also an employee of the institution. - Housing allowance or residence for personal use - The institution provides lodging for the President and family in institution owned property for the convenience of the employer. The institution provides housing down payment assistance to new faculty and senior staff members. - Personal services - The institution provides cleaning services to the President's house as maintenance of a campus-owned building, which is used for institutional events as well as being the personal residence of the President and family. The institution also pays for phone and cable service to this campus building. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| California Municipal Finance Authority | ||||||||
| A | 201563466 | 000000000 | 2013-11-14 | $29,925,000 | See Part VI | 0 | 0 | 0 |
| California Educational Facilities Authority | ||||||||
| B | 521705592 | 130178A63 | 2011-05-19 | $15,309,804 | See Part VI | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $1,102,117 | $30,000,000 | $133,378 | $25,030,434 | $4,386,188 | 2016 | Yes (1) | Yes (1) | Yes (1) | Yes (1) |
| B | $1,720,000 | $15,319,625 | $309,804 | $15,009,821 | 2013 | 0 | 0 | Yes (1) | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Date Rebate Computation Performed | Issuer Name: California Educational Facilities Authority Date the Rebate Computation was Performed: 08/28/2014 |
| Schedule K Supplental Information | Part I, Column (f), Line A: For the purpose of (i) financing the acquisitions, construction, improvement, renovation and equipping of certain educational facilities, (ii) providing funds to refund a prior bond (7/24/2003 and 5/19/2011), (iii) funding capitalized interest on the bonds, and (iv) paying costs incurred in connection with the issuance of the bonds. Part I, Column (f), Line B: For the purpose of (i) financing the acquisitions, construction, improvement, renovation and equipping of certain educational facilities, (ii) funding capitalized interest on the bonds, and (iii) paying costs incurred in connection with the issuance of the bonds. Part I, Line A, Column (e) and Part II, Line 3, Column A: The difference is due to the loan origination fee. Part I, Line B, Column (e) and Part II, Line 3, Column B: The difference is due to income earned on bond proceeds. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Nicholas Pippenger | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Family Member of Maria Klawe, President | RelationshipDescriptionTxt |
| Transaction | $231,656 | TransactionAmt |
| Transaction | Employment | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 42 | ContributionCnt |
| Noncash Contributions Rpt F990 | $956,897 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 26 | ContributionCnt |
| Noncash Contributions Rpt F990 | $52,253 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Computer Equipment | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,250 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | HMC utilizes a process for review of the IRS Form 990 Return of Organization Exempt from Income Tax that involves multiple layers of management as well as governing board members. HMC has engaged an outside accounting firm to prepare the 990 using information provided by the Office of Financial Services, the Office of Human Resources, and the Business Affairs Office (BAO), and changes are made as needed. Once a revised draft is available, it is reviewed by the Controller, Assistant VP for BAO, Assistant Controller, Budget Director and the Vice President for Administration and Finance/Treasurer. After this review and any resulting changes are complete, the revised draft is provided to members of the HMC Audit Committee for questions and comments. Once questions and comments from the Audit Committee are fielded and issues resolved, the Audit Committee accepts the 990 and the 990 is provided to all voting members of the Board of Trustees prior to filing. |
| Form 990, Part VI, Section B, line 12c | Conflict of Interest Policy Compliance: STAFF: College employees who are directly or indirectly involved in purchasing or other financial transactions involving the College are required, on an annual basis, to complete and submit a Conflict of Interest Staff Disclosure Form for his or her supervisor's review. SUPERVISORS: - On an annual basis, supervisors review the policies related to Conflict of Interest and specifically Purchasing and Contracts, Gifts and Gratuities, Employment of Relatives, and Consulting and Outside Activities with all staff who report to them; - obtain and review disclosure forms from those who are required to complete them for possible conflicts; - review forms for completeness and, where necessary, take any follow up action that is appropriate. If there is a conflict of interest or the appearance of one, the supervisor reviews the disclosure form with the staff member and/or refers the situation to the appropriate Cabinet Member. If the situation warrants, the Cabinet Member will confer with the Human Resources Office. OFFICERS/BOARD OF TRUSTEES: Each trustee and officer annually completes and executes a Declaration, which affirms that such person has received a copy of the Conflict of Interest Policy, has read and understands the Policy, and has agreed to comply with the Policy. Annual Declarations are submitted to the Secretary of the Board of Trustees, who compiles the data and reports the results to the Board Executive Committee through the Audit Committee. A trustee or officer discloses through the Declaration form the existence of any financial or other interest, which could give rise to a conflict of interest. Disclosures of actual or potential conflicts of interest made by any trustee are referred to the Board Executive Committee (Committee). Any action taken by the Committee regarding conflicts of interest requires approval by the Board of Trustees. Disclosure of actual or potential conflicts of interest by any officer (who is not a trustee) is delegated to the President of the College, who reviews the final determination with the Chair of the Board of Trustees before any action is taken. |
| Form 990, Part VI, Section B, line 15 | The Trustee Compensation Committee utilizes benchmark salary data from comparable higher education institution groups for the executive management positions of President, Vice Presidents, officers, key employees, and disqualified individuals. Compensation data is gathered of peer group institutions, which is available from subscribed survey data sources. The salary medians of the comparable education institution groups will inform the committee and be used as guides. The committee will also review salary in relation to local and national inflation measures, individual performance, as evidenced by the annual written performance evaluations, and the individual's length of service in the position. Detailed analyzed data is presented to the committee for review and discussion. After review and discussion of report results, performance evaluations, and any requested additional clarification, the committee, in executive session with the President and Board Secretary, determines salary increases for Vice Presidents and others. The Board Secretary is excused and the committee determines the Board Secretary's salary increase. The President is excused from the meeting and the committee develops a recommendation to the Board of Trustees for the President's salary increase. Minutes of the committee and the analyses are kept in confidentiality limited to the committee, President, Board Secretary, Vice President for Administration and Finance/Treasurer, and Director of Human Resources. The Director of Human Resources retains the minutes analyses as documentation of the process. The committee presents its report on the President's recommended salary increase to the Board of Trustees during the May board meeting. The Board of Trustees carefully consider the recommendation and the analysis performed by the Compensation Committee prior to approving the President's salary increase. |
| Form 990, Part VI, Section C, line 19 | - Financial statements are available upon request. - Conflict of interest policy is available to the public upon request. - Governing documents are not made available to the public. |
| Form 990, Part XI, line 9: | Actuarial Adjustment 527,207. UBI Loss from Partnership Investments 939,624. Pledge Writeoff -88,672. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Claremont University Consortium | ||||||||||
| 101 South Mills Ave | Claremont | CA | 91711 | 954786748 | Provide academic and business services | CA | 501(c)(3) | Line 12a, I | N/A | 0 |
| Claremont Investment Fund | ||||||||||
| 500 E 9th Street | Claremont | CA | 91711 | 823049880 | Supporting Organization | CA | 501(c)(3) | Line 12a, I | N/A | 0 |
| Claremont Investment Management Company | ||||||||||
| 500 E 9th Street | Claremont | CA | 91711 | 823028605 | Supporting Organization | CA | 501(c)(3) | Line 12a, I | N/A | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|
| Charitable Remainder Unitrusts (18) | |||
| Holding | CA | N/A | Yes (1) |
| Pooled Income Fund | |||
| Holding | CA | N/A | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |