WHITTIER COLLEGE: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- WHITTIER COLLEGE (EIN 95-1644048)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-02-14
- IRS object ID
- 201820459349301227
- Schema version
- 2016v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-02-14T11:16:36-08:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951644048 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Whittier College | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WHIT | BusinessNameControlTxt |
| Phone | 5629074205 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13406 East Philadelphia Avenue | AddressLine1Txt |
| City | Whittier | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90608 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | James L Dunkelman | PersonNm |
| Person Title | VP Finance & Ad | PersonTitleTxt |
| Signature | 2018-02-14 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $113,819,671 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| All Affiliates Included | false | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.whittier.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1901 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | Whittier College, an independent, nationally recognized liberal arts institution, provides an important option in American higher education: a distinctive, high quality academic program based upon the liberal arts that also integrate selected professional and pre-professional programs into the core of the college through innovative interdisciplinary curricula.The college's primary mission is to educate students in a small college atmosphere where they can learn, acquire skills, and form attitudes and values appropriate for leading and serving in a global society. It seeks to do this in the context of a diverse, friendly and caring community who is committed to excellence in undergraduate education. | ActivityOrMissionDesc |
| Voting Members Governing Body | 43 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 33 | VotingMembersIndependentCnt |
| Total Employee | 1959 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $7,801,423 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,492,401 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $105,088,130 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $103,413,198 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,344,994 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,914,072 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $115,234,547 | PYTotalRevenueAmt |
| CY Total Revenue | $113,819,671 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $38,498,492 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $38,584,141 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $46,572,544 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $43,521,196 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,465,017 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $30,110,388 | PYOtherExpensesAmt |
| CY Other Expenses | $33,289,294 | CYOtherExpensesAmt |
| PY Total Expenses | $115,181,424 | PYTotalExpensesAmt |
| CY Total Expenses | $115,394,631 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $53,123 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,574,960 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $308,560,250 | TotalAssetsBOYAmt |
| Total Assets EOY | $303,901,056 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $103,128,654 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $78,470,021 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $205,431,596 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $225,431,035 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Whittier College, an independent, nationally recognized liberal arts institution, provides an important option in American higher education: a distinctive, high quality academic program based upon the liberal arts that also integrate selected professional and pre-professional programs into the core of the college through innovative interdisciplinary curricula.The college's primary mission is to educate students in a small college atmosphere where they can learn, acquire skills, and form attitudes and values appropriate for leading and serving in a global society. It seeks to do this in the context of a diverse, friendly and caring community who is committed to excellence in undergraduate education. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $72,863,797 | ExpenseAmt |
| Grant | $38,584,141 | GrantAmt |
| Desc | Instruction, research, and sponsorship: Whittier College faculty are fully committed to design and deliver the highest quality instruction to students, combining traditional pedagogy, available technology, personal innovation, and practical application to provide a holistic system that engenders interdisciplinary learning at all levels. Additionally, and critical to keeping classroom instruction contemporary, Whittier College faculty are predominantly active and working scholars, artists, and researchers in their respective fields. While not classified as a research institution, the faculty currently pursue research projects and complete fieldwork across a broad spectrum of disciplines--from the applied and social sciences, to the arts and humanities, to the natural sciences, and more--eliciting financial and other resource support from both federal agencies and private foundations. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $15,193,917 | ExpenseAmt |
| Desc | Student services: Whittier is a dynamic and active campus, where there is a clear understanding that learning and growth takes place outside the classroom as well as inside. As such, the College offers a variety of co-curricular programs, services, and opportunities for exercise of student leadership and new experiences. Currently, Whittier operates 21 competitive athletic teams and a yearlong intramural sports program; 10 local societies (fraternities/sororities); student government and three student media organizations; and more than 70 student clubs affiliated with academic programs, cultural or ethnic affinities, the arts, recreational sports, and individual interests. Integral to the liberal arts program in general and a Whittier College education in particular, campus programs that provide additional academic, professional, and personal development are also available via foreign study (January Interim, semester and yearlong programs), off-campus internships, and career counseling. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $8,586,808 | ExpenseAmt |
| Desc | Auxiliary Enterprises: Residential facilities and support, including food services. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $6,226,320 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $102,870,842 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | Yes (true) | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 624 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | false | BackupWthldComplianceInd |
| Employee | 1959 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Org Filed In Lieu Of Form1041 | false | OrgFiledInLieuOfForm1041Ind |
| Licensed More Than One State | false | LicensedMoreThanOneStateInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 43 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 33 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Whittier College | PersonNm |
| Phone | 5624644565 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13406 East Philadelphia Ave | AddressLine1Txt |
| City | Whittier | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90608 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (45 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Alan H Lund | ||||||||
| Trustee Chair | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Peter E Feinberg | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Jascha Kaykas-Wolff | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Richard Lichtenstein | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Vincent J Daigneault | ||||||||
| Trustee Treas. | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Gerard P Forster | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Albert Anderson | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Jennifer L Fuller | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Miguel A Santana | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Darrell E Walker | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Steven Weston | ||||||||
| Alumni Assoc Rp | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Richard Zapanta | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Kenya P Williams | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Christopher T Cross | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| James M Brown | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Fred D Anderson | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Richard I Gilchrist | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Raymond Buck Ferguson | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| James E Mitchell | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Barbara Ondrasik Groce | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Carey Halio | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Yukiyasu Yuki Hayashi | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Christopher G Caldwell | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Edwin Y Keh | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Maggie Koong | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Barry M Blechman | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Helen N Hartung | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| James R Parks | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Janet L Roberts | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Kathleen L Kane | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Richard S Ruben | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Kate Wiley | ||||||||
| Trustee Sec. | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Robert Zemsky | ||||||||
| Trustee | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| Sharon Herzberger | ||||||||
| President | 40.00 | 0.00 | $428,048 | $0 | $152,033 | Yes (X) | ||
| Darrin Good | ||||||||
| VP Academic Aff | 40.00 | 0.00 | $184,874 | $0 | $39,774 | Yes (X) | ||
| Steve Delgado | ||||||||
| VP Advancement | 40.00 | 0.00 | $187,321 | $0 | $43,512 | Yes (X) | ||
| James L Dunkelman | ||||||||
| VP Finance & Ad | 40.00 | 0.00 | $220,842 | $0 | $44,937 | Yes (X) | ||
| Judith Daar | ||||||||
| VP Legals Educa | 40.00 | 0.00 | $190,859 | $0 | $28,315 | Yes (X) | ||
| Kieron J Miller | ||||||||
| VP Enrollment | 40.00 | 0.00 | $115,832 | $0 | $26,230 | Yes (X) | ||
| Joel Perez | ||||||||
| Dean of Student | 40.00 | 0.00 | $124,340 | $0 | $28,494 | Yes (X) | ||
| Neil Cogan | ||||||||
| Full Time Faculty | 40.00 | 0.00 | $262,894 | $0 | $49,613 | Yes (X) | ||
| David S Welkowitz | ||||||||
| Full Time Faculty | 40.00 | 0.00 | $181,193 | $0 | $28,874 | Yes (X) | ||
| Nelson I Rose | ||||||||
| WLS Sever Faculty | 40.00 | 0.00 | $161,823 | $0 | $26,087 | Yes (X) | ||
| Thomas G Kelch | ||||||||
| Full Time Faculty | 40.00 | 0.00 | $157,914 | $0 | $30,223 | Yes (X) | ||
| Andrea Funk | ||||||||
| Full Time Faculty | 40.00 | 0.00 | $155,179 | $0 | $25,324 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,371,119 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $523,416 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 64 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc |
|---|---|---|---|---|
| KCS West Inc | ||||
| 250 East 1st Street Suite 600 | Los Angeles | CA | 90012 | Construction Service |
| Bon Appetit | ||||
| 1000 West Temple St | Los Angeles | CA | 900740196 | In-house food prep. |
| Kaiser Foundation Health Plan | ||||
| PO Box 80204 | Los Angeles | CA | 90080 | Insurance Provider |
| Anthem Blue Cross Life & Health Insurance Co | ||||
| Department 5812 | Los Angeles | CA | 900745812 | Insurance Provider |
| Southern California Edison | ||||
| PO Box 800 | Rosemead | CA | 91770 | Electrical Utility |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,541,589 | GovernmentGrantsAmt |
| All Other Contributions | $5,950,812 | AllOtherContributionsAmt |
| Total Contributions | $7,492,401 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | BusinessBusinessCd |
|---|---|---|---|
| Meal Plan/Housing | $9,236,444 | $9,236,444 | |
| Other auxiliaires service | $1,044,518 | $1,044,518 | |
| Other sources | $2,291,276 | $2,291,276 | 611710 |
| Student tuition and fees | $90,840,960 | $90,840,960 | 611710 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $103,413,198 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,914,072 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,914,072 | RelatedOrExemptFuncIncomeAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $113,819,671 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $106,327,270 | RelatedOrExemptFuncIncomeAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,641,506 | TotalAmt |
| Program Services | $37,641,506 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $942,635 | TotalAmt |
| Program Services | $942,635 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,815,411 | TotalAmt |
| Program Services | $224,648 | ProgramServicesAmt |
| Management And General | $1,231,606 | ManagementAndGeneralAmt |
| Fundraising | $359,157 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,063,588 | TotalAmt |
| Program Services | $29,685,178 | ProgramServicesAmt |
| Management And General | $2,158,275 | ManagementAndGeneralAmt |
| Fundraising | $1,220,135 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,932,015 | TotalAmt |
| Program Services | $1,658,528 | ProgramServicesAmt |
| Management And General | $164,218 | ManagementAndGeneralAmt |
| Fundraising | $109,269 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,344,624 | TotalAmt |
| Program Services | $3,043,820 | ProgramServicesAmt |
| Management And General | $1,191,793 | ManagementAndGeneralAmt |
| Fundraising | $109,011 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,365,558 | TotalAmt |
| Program Services | $2,009,839 | ProgramServicesAmt |
| Management And General | $234,149 | ManagementAndGeneralAmt |
| Fundraising | $121,570 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,034,757 | TotalAmt |
| Program Services | $20,829 | ProgramServicesAmt |
| Management And General | $1,013,928 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $170,949 | TotalAmt |
| Management And General | $170,949 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,369 | TotalAmt |
| Management And General | $157,369 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,673,632 | TotalAmt |
| Program Services | $4,916,190 | ProgramServicesAmt |
| Management And General | $784,776 | ManagementAndGeneralAmt |
| Fundraising | -$27,334 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,882 | TotalAmt |
| Fundraising | $28,882 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,761,937 | TotalAmt |
| Program Services | $1,437,813 | ProgramServicesAmt |
| Management And General | $250,994 | ManagementAndGeneralAmt |
| Fundraising | $73,130 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $109,313 | TotalAmt |
| Program Services | $109,313 | ProgramServicesAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,304,012 | TotalAmt |
| Program Services | $2,036,597 | ProgramServicesAmt |
| Management And General | $249,899 | ManagementAndGeneralAmt |
| Fundraising | $17,516 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,131,760 | TotalAmt |
| Program Services | $1,028,280 | ProgramServicesAmt |
| Management And General | $46,328 | ManagementAndGeneralAmt |
| Fundraising | $57,152 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $458,751 | TotalAmt |
| Program Services | $422,957 | ProgramServicesAmt |
| Management And General | $21,700 | ManagementAndGeneralAmt |
| Fundraising | $14,094 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,851,064 | TotalAmt |
| Program Services | $2,851,064 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,675,122 | TotalAmt |
| Program Services | $5,176,249 | ProgramServicesAmt |
| Management And General | $493,975 | ManagementAndGeneralAmt |
| Fundraising | $4,898 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $796,878 | TotalAmt |
| Program Services | $2,917 | ProgramServicesAmt |
| Management And General | $793,961 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| Other | $4,264,008 | $4,155,728 | $108,280 | |
| COGS | $2,561,373 | $2,561,373 | ||
| Equip Rentals & Leases | $1,484,478 | $1,273,770 | $24,055 | $186,653 |
| Maintenance & Repair Services | $1,130,553 | $903,249 | $8,511 | $218,793 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,694,456 | TotalAmt |
| Program Services | $768,359 | ProgramServicesAmt |
| Management And General | $689,406 | ManagementAndGeneralAmt |
| Fundraising | $236,691 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,394,631 | TotalAmt |
| Program Services | $102,870,842 | ProgramServicesAmt |
| Management And General | $10,058,772 | ManagementAndGeneralAmt |
| Fundraising | $2,465,017 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,763,890 | BOYAmt |
| EOY | $17,198,333 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,754,048 | BOYAmt |
| EOY | $5,095,073 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $439,252 | BOYAmt |
| EOY | $157,196 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,674,647 | BOYAmt |
| EOY | $13,834,565 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,336,132 | BOYAmt |
| EOY | $1,585,613 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $201,513,604 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $83,851,987 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,355,408 | BOYAmt |
| EOY | $117,661,617 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,033,873 | BOYAmt |
| EOY | $107,543,810 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,203,000 | BOYAmt |
| EOY | $40,824,849 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $308,560,250 | BOYAmt |
| EOY | $303,901,056 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,734,174 | BOYAmt |
| EOY | $8,601,452 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $570,619 | BOYAmt |
| EOY | $666,594 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,102,181 | BOYAmt |
| EOY | $2,240,163 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $361,589 | BOYAmt |
| EOY | $287,505 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,374,749 | BOYAmt |
| EOY | $57,339,760 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,985,342 | BOYAmt |
| EOY | $9,334,547 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,128,654 | BOYAmt |
| EOY | $78,470,021 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $118,569,672 | BOYAmt |
| EOY | $134,445,711 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,538,064 | BOYAmt |
| EOY | $19,922,198 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $69,323,860 | BOYAmt |
| EOY | $71,063,126 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $205,431,596 | BOYAmt |
| EOY | $225,431,035 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $308,560,250 | BOYAmt |
| EOY | $303,901,056 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,574,960 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $7,943,598 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $13,630,801 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (true) | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $90,655,712 | BeginningYearBalanceAmt |
| Contributions | $495,059 | ContributionsAmt |
| Investment Earnings Or Losses | $6,559,276 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $97,214,988 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $97,284,299 | BeginningYearBalanceAmt |
| Contributions | $662,146 | ContributionsAmt |
| Investment Earnings Or Losses | -$7,290,733 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $90,655,712 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $99,829,110 | BeginningYearBalanceAmt |
| Contributions | -$1,801,786 | ContributionsAmt |
| Investment Earnings Or Losses | -$4,346,597 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $97,284,299 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $88,827,089 | BeginningYearBalanceAmt |
| Contributions | $696,247 | ContributionsAmt |
| Investment Earnings Or Losses | $10,303,774 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $99,829,110 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $80,221,497 | BeginningYearBalanceAmt |
| Contributions | $1,071,147 | ContributionsAmt |
| Investment Earnings Or Losses | $7,534,045 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $88,827,089 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.16500 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.68500 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.15000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | false | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,704,442 | OtherCostOrOtherBasisAmt |
| Book Value | $6,704,442 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $161,498,053 | OtherCostOrOtherBasisAmt |
| Depreciation | $56,968,885 | DepreciationAmt |
| Book Value | $104,529,168 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $32,826,770 | OtherCostOrOtherBasisAmt |
| Depreciation | $26,883,102 | DepreciationAmt |
| Book Value | $5,943,668 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $484,339 | OtherCostOrOtherBasisAmt |
| Book Value | $484,339 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $117,661,617 | TotalBookValueLandBuildingsAmt |
| Total Book Value Securities | $40,824,849 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| Actuarial Liability | $2,149,095 |
| Asset Retirement Obligation | $2,906,788 |
| Interest Rate Swap Liabiility | $4,278,664 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $9,334,547 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $75,235,530 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $75,235,530 | RevenueSubtotalAmt |
| Other Revenues Not Included | $38,584,141 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $38,584,141 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $113,819,671 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $76,810,490 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $76,810,490 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $38,584,141 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $38,584,141 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $115,394,631 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: Intended uses of the endowment fund. | Endowment funds are invested to produce an annual income stream to support endowed faculty compensation and research, general operations, student scholarhsips and facilities maintenance |
| Part X : FIN48 Footnote | Not Applicable |
| Part XI, Line 4b: Other revenue amounts included on 990 but not included in F/S | Grant asst provided to domestic indv $37641506 Grant asst provided to foreign indv $942635 |
| Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S | Grant asst provided to domestic indv $37641506 Grant asst provided to foreign indv $942635 |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Line 6 - Explanation of Aid or Assistance from Governmental Agency | The college participates in several federal and state student financial aid programs designed to assist students in the payment of their tuition and fees. Such aid takes the form of grants, loans and work study. |
| Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized | |
| Schedule E, Line 4 - Explanation of Records and Materials Not Maintained | |
| Schedule E, Line 5 - Explanation of Organization Discrimination by Race |
Schedule F IRS990ScheduleF
Foreign Individuals Grants ForeignIndividualsGrantsGrp (6 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| Student Financial Aid | Africa | 5 | $137,183 | Student Account |
| Student Financial Aid | Asia | 12 | $210,728 | Student Account |
| Student Financial Aid | Australia | 1 | $20,000 | Student Account |
| Student Financial Aid | Europe | 14 | $423,905 | Student Account |
| Student Financial Aid | N. America (Non USA) | 6 | $132,819 | Student Account |
| Student Financial Aid | South America | 1 | $18,000 | Student Account |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Student Financial Aid | GrantTypeTxt |
| Recipient | 1402 | RecipientCnt |
| Cash Grant | $37,641,506 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Additional Supplemental Information | FormAndLineReferenceDesc |
| Explanation | Detail list available if requested. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
| Rebuttable Presumption Proc | false | RebuttablePresumptionProcInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt |
|---|---|---|---|---|---|---|
| Andrea Funk | ||||||
| Full Time Faculty | $155,179 | $13,175 | $12,149 | $180,503 | ||
| Darrin Good | ||||||
| VP Academic Aff | $184,874 | $16,258 | $23,516 | $224,648 | ||
| David S Welkowitz | ||||||
| Full Time Faculty | $181,193 | $15,625 | $13,249 | $210,067 | ||
| James L Dunkelman | ||||||
| VP Finance & Ad | $214,842 | $18,742 | $26,195 | $265,779 | $6,000 | |
| Joel Perez | ||||||
| Dean of Student | $124,340 | $11,124 | $17,370 | $152,834 | ||
| Judith Daar | ||||||
| VP Legals Educa | $190,859 | $14,272 | $14,043 | $219,174 | ||
| Neil Cogan | ||||||
| Full Time Faculty | $262,894 | $20,760 | $28,853 | $312,507 | ||
| Nelson I Rose | ||||||
| WLS Sever Faculty | $161,823 | $8,565 | $17,522 | $187,910 | ||
| Sharon Herzberger | ||||||
| President | $378,048 | $78,106 | $73,927 | $580,081 | $50,000 | $50,000 |
| Steve Delgado | ||||||
| VP Advancement | $187,321 | $16,686 | $26,826 | $230,833 | ||
| Thomas G Kelch | ||||||
| Full Time Faculty | $157,914 | $12,583 | $17,640 | $188,137 | ||
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a: Relevant information in regards to selections on 1a. | |
| Part II, Compensation from Unrelated Organizations | Sharon D. Herzberger, participates in a non-qualified IRS section 457(B) Plan. The plan accepts employee only contributions. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TeamV Creat Coleman RV | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Director's Spouse | RelationshipDescriptionTxt |
| Transaction | $5,850 | TransactionAmt |
| Transaction | Printing Services | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 18 | ContributionCnt |
| Noncash Contributions Rpt F990 | $273,229 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Stock Exchange | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part III, Line 4d: Other Program Services Description | OTHER PROGRAM SERVICES 4: Auxiliary Enterprises: Residential facilities and support, including food services. |
| Form 990, Part V, Line 3b: Reason For Not Filing Form 990-T | There will be a separate 990-T filing by the College. |
| Form 990, Part VI, Line 11b: Form 990 Review Process | Copy of 990 to Audit Committee on 02/xx/18 before submission to IRS and provided for Board of Trustees review on 02/xx/18. |
| Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | A survey is sent annually to all Trustees and Officers and results are closely monitored. |
| Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | The Executive Committee of the Board of Trustees reviews and approves the President's and Officer's compensation packages. The total compensation budget is presented to the Finance Committee for approval and recommendation to the Board of Trustees. The approval process is documented in the Committees' and Board of Trustees minutes of meetings held. |
| Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | The college's audited financial statements have all the related and required footnote disclosures.Governing policies of the Board of Trustees are included in the bylaws and other articles of incorporation. |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | = -$0 |
| Other Changes In Net Assets Or Fund Balances - Other Increases | Contributions = $2998957 |
| Other Changes In Net Assets Or Fund Balances - Other Increases | Gain on Sale and disposal of plant assets, net = $7312897 |
| Other Changes In Net Assets Or Fund Balances - Other Increases | Net Change in actuarial liability for life income agreements = $84264 |
| Other Changes In Net Assets Or Fund Balances - Other Decreases | Other = -$107799 |
| Other Changes In Net Assets Or Fund Balances - Other Increases | Unrealized gain on interest rate swap liability = $3342482 |