2018-02-14T11:16:36-08:00 2017-06-30 990 2016-07-01 951644048 Whittier College WHIT 5629074205 13406 East Philadelphia Avenue Whittier CA 90608 James L Dunkelman VP Finance & Ad 2018-02-14 2016 2021-01-29 14:40:06Z 113819671 false false X www.whittier.edu X 1901 CA 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. 43 33 1959 0 7801423 7492401 105088130 103413198 2344994 2914072 0 115234547 113819671 38498492 38584141 0 46572544 43521196 0 2465017 30110388 33289294 115181424 115394631 53123 -1574960 308560250 303901056 103128654 78470021 205431596 225431035 X 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. false false 72863797 38584141 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. 15193917 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. 8586808 Auxiliary Enterprises: Residential facilities and support, including food services. 6226320 102870842 true true false false false false false false true true true true false false true true true true true false false false true false false false false false true true false false false false false false false false false false false true false false false false false false false false false true X 624 0 false 1959 true true false false false false false true true false 0 false false false false false false false false false false X 43 33 false false false false false false false true true false false true true true true true true true true false CA X Whittier College 5624644565 13406 East Philadelphia Ave Whittier CA 90608 X Alan H Lund Trustee Chair 1.00 0.00 X 0 0 0 Peter E Feinberg Trustee 1.00 0.00 X 0 0 0 Jascha Kaykas-Wolff Trustee 1.00 0.00 X 0 0 0 Richard Lichtenstein Trustee 1.00 0.00 X 0 0 0 Vincent J Daigneault Trustee Treas. 1.00 0.00 X 0 0 0 Gerard P Forster Trustee 1.00 0.00 X 0 0 0 Albert Anderson Trustee 1.00 0.00 X 0 0 0 Jennifer L Fuller Trustee 1.00 0.00 X 0 0 0 Miguel A Santana Trustee 1.00 0.00 X 0 0 0 Darrell E Walker Trustee 1.00 0.00 X 0 0 0 Steven Weston Alumni Assoc Rp 1.00 0.00 X 0 0 0 Richard Zapanta Trustee 1.00 0.00 X 0 0 0 Kenya P Williams Trustee 1.00 0.00 X 0 0 0 Christopher T Cross Trustee 1.00 0.00 X 0 0 0 James M Brown Trustee 1.00 0.00 X 0 0 0 Fred D Anderson Trustee 1.00 0.00 X 0 0 0 Richard I Gilchrist Trustee 1.00 0.00 X 0 0 0 Raymond Buck Ferguson Trustee 1.00 0.00 X 0 0 0 James E Mitchell Trustee 1.00 0.00 X 0 0 0 Barbara Ondrasik Groce Trustee 1.00 0.00 X 0 0 0 Carey Halio Trustee 1.00 0.00 X 0 0 0 Yukiyasu Yuki Hayashi Trustee 1.00 0.00 X 0 0 0 Christopher G Caldwell Trustee 1.00 0.00 X 0 0 0 Edwin Y Keh Trustee 1.00 0.00 X 0 0 0 Maggie Koong Trustee 1.00 0.00 X 0 0 0 Barry M Blechman Trustee 1.00 0.00 X 0 0 0 Helen N Hartung Trustee 1.00 0.00 X 0 0 0 James R Parks Trustee 1.00 0.00 X 0 0 0 Janet L Roberts Trustee 1.00 0.00 X 0 0 0 Kathleen L Kane Trustee 1.00 0.00 X 0 0 0 Richard S Ruben Trustee 1.00 0.00 X 0 0 0 Kate Wiley Trustee Sec. 1.00 0.00 X 0 0 0 Robert Zemsky Trustee 1.00 0.00 X 0 0 0 Sharon Herzberger President 40.00 0.00 X 428048 0 152033 Darrin Good VP Academic Aff 40.00 0.00 X 184874 0 39774 Steve Delgado VP Advancement 40.00 0.00 X 187321 0 43512 James L Dunkelman VP Finance & Ad 40.00 0.00 X 220842 0 44937 Judith Daar VP Legals Educa 40.00 0.00 X 190859 0 28315 Kieron J Miller VP Enrollment 40.00 0.00 X 115832 0 26230 Joel Perez Dean of Student 40.00 0.00 X 124340 0 28494 Neil Cogan Full Time Faculty 40.00 0.00 X 262894 0 49613 David S Welkowitz Full Time Faculty 40.00 0.00 X 181193 0 28874 Nelson I Rose WLS Sever Faculty 40.00 0.00 X 161823 0 26087 Thomas G Kelch Full Time Faculty 40.00 0.00 X 157914 0 30223 Andrea Funk Full Time Faculty 40.00 0.00 X 155179 0 25324 2371119 523416 64 false true false 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 0 1541589 5950812 7492401 Meal Plan/Housing 9236444 9236444 Other auxiliaires service 1044518 1044518 Other sources 611710 2291276 2291276 Student tuition and fees 611710 90840960 90840960 103413198 2914072 2914072 0 0 0 0 0 0 0 0 113819671 106327270 0 37641506 37641506 942635 942635 0 1815411 224648 1231606 359157 0 33063588 29685178 2158275 1220135 1932015 1658528 164218 109269 4344624 3043820 1191793 109011 2365558 2009839 234149 121570 0 1034757 20829 1013928 170949 170949 0 0 157369 157369 5673632 4916190 784776 -27334 28882 28882 1761937 1437813 250994 73130 109313 109313 0 2304012 2036597 249899 17516 1131760 1028280 46328 57152 0 458751 422957 21700 14094 2851064 2851064 0 5675122 5176249 493975 4898 796878 2917 793961 Other 4264008 4155728 108280 COGS 2561373 2561373 Equip Rentals & Leases 1484478 1273770 186653 24055 Maintenance & Repair Services 1130553 903249 218793 8511 1694456 768359 689406 236691 115394631 102870842 10058772 2465017 17763890 17198333 0 4754048 5095073 439252 157196 0 0 8674647 13834565 0 2336132 1585613 201513604 83851987 137355408 117661617 96033873 107543810 41203000 40824849 0 0 0 308560250 303901056 9734174 8601452 570619 666594 3102181 2240163 361589 287505 74374749 57339760 14985342 9334547 103128654 78470021 X 118569672 134445711 17538064 19922198 69323860 71063126 205431596 225431035 308560250 303901056 X -1574960 7943598 13630801 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true 90655712 495059 6559276 97214988 97284299 662146 -7290733 90655712 99829110 -1801786 -4346597 97284299 88827089 696247 10303774 99829110 80221497 1071147 7534045 88827089 0.16500 0.68500 0.15000 false false false 6704442 6704442 161498053 56968885 104529168 32826770 26883102 5943668 484339 484339 117661617 40824849 Actuarial Liability 2149095 Asset Retirement Obligation 2906788 Interest Rate Swap Liabiility 4278664 9334547 X 75235530 75235530 38584141 38584141 113819671 76810490 76810490 38584141 38584141 115394631 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 true true true true true true true false false false false false false false false true false true 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 Student Financial Aid Africa 5 137183 Student Account Student Financial Aid Asia 12 210728 Student Account Student Financial Aid Australia 1 20000 Student Account Student Financial Aid Europe 14 423905 Student Account Student Financial Aid N. America (Non USA) 6 132819 Student Account Student Financial Aid South America 1 18000 Student Account false false false false false false true 0 0 Student Financial Aid 1402 37641506 Additional Supplemental Information Detail list available if requested. X X true true X X X X false true false false false false false false false false Andrea Funk Full Time Faculty 155179 13175 12149 180503 Darrin Good VP Academic Aff 184874 16258 23516 224648 David S Welkowitz Full Time Faculty 181193 15625 13249 210067 James L Dunkelman VP Finance & Ad 214842 6000 18742 26195 265779 Joel Perez Dean of Student 124340 11124 17370 152834 Judith Daar VP Legals Educa 190859 14272 14043 219174 Neil Cogan Full Time Faculty 262894 20760 28853 312507 Nelson I Rose WLS Sever Faculty 161823 8565 17522 187910 Sharon Herzberger President 378048 50000 78106 73927 580081 50000 Steve Delgado VP Advancement 187321 16686 26826 230833 Thomas G Kelch Full Time Faculty 157914 12583 17640 188137 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. TeamV Creat Coleman RV Director's Spouse 5850 Printing Services false X 18 273229 Stock Exchange false false false 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