POMONA COLLEGE: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- POMONA COLLEGE (EIN 95-1664112)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-06-07
- IRS object ID
- 201711589349301356
- Schema version
- 2015v3.0
- Note
- A later return for the same period supersedes this one.
- 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 C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-06-07T16:22:32-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 S Hope St Suite 1500 | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951664112 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POMONA COLLEGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MARY LOU WOODS | InCareOfNm |
| Business Name Control | POMO | BusinessNameControlTxt |
| Phone | 9096218135 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 N COLLEGE AVENUE | AddressLine1Txt |
| City | CLAREMONT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 917114434 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID OXTOBY | PersonNm |
| Person Title | ASST VP/ASSOC TREAS | PersonTitleTxt |
| Phone | 9096218135 | PhoneNum |
| Signature | 2017-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Carey McKee | PreparerPersonNm |
| PTIN | P01281067 | PTIN |
| Phone | 2139724000 | PhoneNum |
| Preparation | 2017-06-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Principal Officer | DAVID OXTOBY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 N COLLEGE AVENUE | AddressLine1Txt |
| City | CLAREMONT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 917114434 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,074,655,491 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.POMONA.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1887 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | POMONA COLLEGE IS AN INDEPENDENT, COEDUC- ATIONAL LIBERAL ARTS INSTITUTION DEDICATED TO THE PURSUIT OF KNOWLEDGE AND UNDERSTANDING THROUGH THE STUDY OF THE SCIENCES & THE HUMANITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 38 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 37 | VotingMembersIndependentCnt |
| Total Employee | 2885 | TotalEmployeeCnt |
| Total Volunteers | 948 | TotalVolunteersCnt |
| Total Gross UBI | -$5,966,922 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$7,418,797 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $21,799,239 | PYContributionsGrantsAmt |
| CY Contributions Grants | $43,372,815 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $98,667,547 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $103,960,081 | CYProgramServiceRevenueAmt |
| PY Investment Income | $159,332,933 | PYInvestmentIncomeAmt |
| CY Investment Income | $87,055,742 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,237,179 | PYOtherRevenueAmt |
| CY Other Revenue | $1,618,669 | CYOtherRevenueAmt |
| PY Total Revenue | $281,036,898 | PYTotalRevenueAmt |
| CY Total Revenue | $236,007,307 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $38,157,975 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $38,481,044 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $81,742,036 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $85,834,431 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $23,279 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $79,842 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $10,443,223 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $78,416,427 | PYOtherExpensesAmt |
| CY Other Expenses | $84,611,274 | CYOtherExpensesAmt |
| PY Total Expenses | $198,339,717 | PYTotalExpensesAmt |
| CY Total Expenses | $209,006,591 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $82,697,181 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $27,000,716 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,818,942,000 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,706,885,810 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $317,774,802 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $330,998,177 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,501,167,198 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,375,887,633 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THROUGHOUT ITS HISTORY, POMONA COLLEGE HAS EDUCATED MEN AND WOMEN OF EXCEPTIONAL PROMISE. WE GATHER STUDENTS, REGARDLESS OF FINANCIAL CIRCUMSTANCES, INTO A SMALL RESIDENTIAL COMMUNITY (CONTINUED SCHEDULE O) | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $105,747,410 | ExpenseAmt |
| Grant | $38,481,044 | GrantAmt |
| Revenue | $101,672,998 | RevenueAmt |
| Desc | INSTRUCTION AND RESEARCH: RANKED IN 2016 AS THE NO. 7 COLLEGE IN THE NATION BY FORBES AND TIED FOR NO. 7 NATIONAL LIBERAL ARTS COLLEGE BY U.S. NEWS AND WORLD REPORT, POMONA OFFERS AN ACADEMIC PROGRAM THAT ENCOMPASSES THE MAJOR FIELDS OF THE ARTS, HUMANITIES, NATURAL SCIENCES, AND SOCIAL SCIENCES. LEARNING IS ENCOURAGED THROUGH THEORY-BUILDING AND EMPIRICAL RESEARCH, HISTORICAL AND LINGUISTIC ANALYSIS, INQUIRY AND ETHICAL DEBATE. POMONA COLLEGE'S LIBERAL ARTS CURRICULUM, SMALL CLASSES, RESIDENTIAL CAMPUS, AND SOPHISTICATED LABORATORIES AND STUDIOS PREPARE STUDENTS FOR LIVES OF PERSONAL FULFILLMENT AND SOCIAL RESPONSIBILITY IN A GLOBAL CONTEXT. CONTINUED SCHEDULE O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $27,753,257 | ExpenseAmt |
| Revenue | $318,206 | RevenueAmt |
| Desc | AUXILIARY ENTERPRISES: POMONA COLLEGE GUARANTEES ITS STUDENTS ON-CAMPUS HOUSING ALL FOUR YEARS. A TESTAMENT TO THE QUALITY OF LIFE ON CAMPUS IS THAT ONLY TWO TO THREE PERCENT OF STUDENTS CHOOSE TO LIVE ELSEWHERE. THE SCALE AND ARRANGEMENT OF POMONA'S 16 RESIDENCE HALLS ENCOURAGE STUDENTS TO GET TO KNOW EACH OTHER. RANGING IN SIZE FROM 60 TO 250 STUDENTS, WITH AN AVERAGE OF ABOUT 120 EACH, THESE COEDUCATIONAL RESIDENCES ARE LARGE ENOUGH TO BRING TOGETHER STUDENTS WITH A VARIETY OF INTERESTS AND EXPERIENCES, BUT SMALL ENOUGH TO ALLOW RESIDENTS TO WORK AS A COHESIVE GROUP. CONTINUED SCHEDULE O | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $21,370,221 | ExpenseAmt |
| Revenue | $933,016 | RevenueAmt |
| Desc | STUDENT SERVICES: POMONA COLLEGE OFFERS STUDENTS A WIDE VARIETY OF PROGRAMS TO EXTEND THEIR EDUCATION BEYOND THE CLASSROOM, INCLUDING CLUBS, SPORTS, THE STUDENT LIFE NEWSPAPER AND STUDENT GOVERNMENT. OTHER RESOURCES OFFERED TO STUDENTS INCLUDE THE OFFICE OF BLACK STUDENT AFFAIRS, THE ASIAN AMERICAN RESOURCE CENTER, THE CHICANO/LATIN STUDENT AFFAIRS CENTER, THE WOMEN'S UNION AND THE QUEER RESOURCE CENTER. CONTINUED SCHEDULE O | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| DescDesc | ExpenseExpenseAmt | RevenueRevenueAmt |
|---|---|---|
| OTHER: PUBLIC SERVICE INSTITUTIONAL | ||
| & ACADEMIC SUPPORT | $33,237,934 | $1,035,861 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $33,237,934 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $1,035,861 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $188,108,822 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | 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 | false | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | 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 | Yes (true) | 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 | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (true) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 863 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 2885 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | 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 | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | Yes (true) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 1 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 38 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 37 | 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 | MARY LOU WOODS | PersonNm |
| Phone | 9096218135 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 N COLLEGE AVENUE | AddressLine1Txt |
| City | CLAREMONT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 917114434 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (59 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 |
|---|---|---|---|---|---|---|---|---|---|
| SAMUEL GLICK | |||||||||
| TRUSTEE/BOARD CHAIR | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JEANNE M BUCKLEY | |||||||||
| TRUSTEE/BOARD CHAIR EMERITA | 3.0 | 1.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ALISON REMPEL BROWN | |||||||||
| TRUSTEE/BOARD VICE CHAIR | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOEL A FEUER | |||||||||
| TRUSTEE/BOARD VICE CHAIR | 3.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARK H FUKUNAGA | |||||||||
| TRUSTEE/BOARD VICE CHAIR | 3.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| TERRANCE G HODEL | |||||||||
| TRUSTEE/BOARD VICE CHAIR | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARGARET LODISE | |||||||||
| TRUSTEE/BOARD VICE CHAIR | 3.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| STEPHEN B LOEB | |||||||||
| TRUSTEE/BOARD VICE CHAIR | 2.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| CRAIG WRENCH | |||||||||
| TRUSTEE/BOARD VICE CHAIR | 3.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ALLYSON ARANOFF HARRIS | |||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JANET INSKEEP BENTON | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| LASZLO BOCK | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ONETTA BROOKS | |||||||||
| TRUSTEE/ALUM ASSOC PRES | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| LOUISE HENRY BRYSON | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| BERNARD CHAN | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER P DIALYNAS | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MATTHEW J ESTES | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| SCOTT GREEN | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JEAN KAPLAN | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM G KELLER | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| NATHANIEL KIRTMAN III | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| WENDALL JACKSON JACK LONG | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| LIBBY G MACPHEE | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| XIAOYO MA | |||||||||
| TRUSTEE/YOUNG ALUMNI TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| D SCOTT OLIVET | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JASON ROSENTHAL | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| PETER G SASAKI | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| FRANCINE SCINTO | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| R CARLTON SEAVER | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL S SEGAL | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| STEWART R SMITH | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| BRYAN WHITE | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| EILEEN WILSON-OYELARAN | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTINA WIRE | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MARK B WYLAND | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| M LYNN YONEKURA | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| REZA ZAFARI | |||||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DAVID W OXTOBY | |||||||||
| PRESIDENT | 40.0 | 1.0 | Yes (X) | Yes (X) | $513,009 | $0 | $102,175 | ||
| PAMELA BESNARD | |||||||||
| VP OF ADVANCEMENT | 40.0 | 0.0 | Yes (X) | $304,567 | $0 | $63,826 | |||
| TERESA SHAW | |||||||||
| SECRETARY TO BOARD; PRES ASST | 40.0 | 0.0 | Yes (X) | $145,910 | $0 | $21,232 | |||
| KAREN SISSON | |||||||||
| VP TREASURER | 40.0 | 0.0 | Yes (X) | $293,830 | $0 | $53,135 | |||
| MIRIAM FELDBLUM | |||||||||
| VP DEAN OF STUDENTS | 40.0 | 0.0 | Yes (X) | $219,020 | $0 | $58,206 | |||
| CHRISTOPHER ALLEN | |||||||||
| VP DEAN OF ADMISSIONS | 40.0 | 0.0 | Yes (X) | $243,028 | $0 | $40,909 | |||
| MARGARET ADORNO | |||||||||
| REGISTRAR | 40.0 | 0.0 | Yes (X) | $123,081 | $0 | $18,903 | |||
| ELIZABETH CRIGHTON | |||||||||
| INT. COLLEGE DEAN(THRU 7/1/15) | 40.0 | 0.0 | Yes (X) | $282,617 | $0 | $83,074 | |||
| DAMARIS HANKINS | |||||||||
| ASST SECRETARY | 40.0 | 0.0 | Yes (X) | $53,633 | $0 | $22,715 | |||
| STEPHANIE NAVARRO | |||||||||
| ASST SECRETARY | 40.0 | 0.0 | Yes (X) | $63,107 | $0 | $24,392 | |||
| DANA WOOD | |||||||||
| ASST TREASURER | 40.0 | 0.0 | Yes (X) | $126,713 | $0 | $24,945 | |||
| JANIS MOORMANN | |||||||||
| ASST TREASURER | 40.0 | 0.0 | Yes (X) | $121,754 | $0 | $24,408 | |||
| DAVID WALLACE | |||||||||
| MANAGING DIR INVESTMENTS | 40.0 | 0.0 | Yes (X) | $127,817 | $0 | $16,892 | |||
| RICHARD FASS | |||||||||
| VP PLANNING OFFC (THRU 1/1/16) | 40.0 | 0.0 | $130,727 | $0 | $47,677 | Yes (X) | |||
| MARYLOU FERRY | |||||||||
| VP OF COMMUNICATIONS | 40.0 | 0.0 | $201,000 | $0 | $22,512 | Yes (X) | |||
| ROBERT ROBINSON | |||||||||
| ASST VP OF FACILITIES | 40.0 | 0.0 | $193,525 | $0 | $44,118 | Yes (X) | |||
| MARY LOU WOODS | |||||||||
| ASST VP/ASSOC TREAS | 40.0 | 0.0 | $188,877 | $0 | $43,560 | Yes (X) | |||
| GARY SMITH | |||||||||
| PROFESSOR | 40.0 | 0.0 | $256,157 | $0 | $50,872 | Yes (X) | |||
| GARY KATES | |||||||||
| PROFESSOR | 40.0 | 0.0 | $230,757 | $0 | $54,066 | Yes (X) | |||
| ELEANOR BROWN | |||||||||
| PROFESSOR | 40.0 | 0.0 | $233,429 | $0 | $33,003 | Yes (X) | |||
| KEN PFLUEGER | |||||||||
| CIO EXECUTIVE DIRECTOR | 40.0 | 0.0 | $208,482 | $0 | $29,498 | Yes (X) | |||
| KIM BRUCE | |||||||||
| PROFESSOR | 40.0 | 0.0 | $197,692 | $0 | $33,358 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,458,732 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $913,476 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 214 | 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 | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CAMBRIDGE ASSOCIATES LLC | |||||
| PO BOX 83232 | CHICAGO | IL | 60691 | INVESTMENT FIRM | $1,768,383 |
| CURIALE HIRSCHFELD KRAEMER LLP | |||||
| 505 MONTGOMERY ST THIRTEENTH FL | SAN FRANCISCO | CA | 94111 | ATTORNEY | $987,520 |
| ACADIAN ASSET MANAGEMENT LLC | |||||
| DEPT 100 PO BOX 4106 | WOBURN | MA | 018884106 | INVESTMENT FIRM | $707,981 |
| TORTOISE CAPITAL ADVISORS LLC | |||||
| 11550 ASH ST STE 300 | LEAWOOD | KS | 66211 | INVESTMENT FIRM | $750,226 |
| MELROK LLC | |||||
| 241 RIDGE ST STE 350 | RENO | NV | 89501 | CONSTRUCTION | $411,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 17 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $3,452 | FederatedCampaignsAmt |
| Government Grants | $2,083,220 | GovernmentGrantsAmt |
| All Other Contributions | $41,286,143 | AllOtherContributionsAmt |
| Noncash Contributions | $2,699,931 | NoncashContributionsAmt |
| Total Contributions | $43,372,815 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Tuition and Fees | 611710 | $78,794,742 | $78,794,742 |
| Room and Board | 611710 | $22,324,090 | $22,324,090 |
| Auxilary & Educational Support | 611710 | $2,841,249 | $2,841,249 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $103,960,081 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,326,277 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$7,506,814 | UnrelatedBusinessRevenueAmt |
| Exclusion | $18,833,091 | ExclusionAmt |
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 | $111,027 | TotalRevenueColumnAmt |
| Exclusion | $111,027 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,863,255 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $870,686 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $992,569 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $992,569 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $735,968 | UnrelatedBusinessRevenueAmt |
| Exclusion | $256,601 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $913,506,963 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $837,684,993 | SecuritiesAmt |
| Other | $92,505 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $75,821,970 | SecuritiesAmt |
| Other | -$92,505 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $75,729,465 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $632,619 | UnrelatedBusinessRevenueAmt |
| Exclusion | $75,096,846 | ExclusionAmt |
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 |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| Catering and Banquet Revenue | 722320 | $215,834 | $171,305 | $44,529 |
| Indirect Cost Recovery | 900099 | $142,385 | $142,385 | |
| CONTRACT TAX SETTLEMENT | 900099 | $6,145 | $6,145 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $150,709 | TotalRevenueColumnAmt |
| Exclusion | $150,709 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $515,073 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $236,007,307 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $103,960,081 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$5,966,922 | UnrelatedBusinessRevenueAmt |
| Exclusion | $94,641,333 | ExclusionAmt |
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 | $38,375,724 | TotalAmt |
| Program Services | $38,375,724 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,320 | TotalAmt |
| Program Services | $105,320 | 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 | $4,172,216 | TotalAmt |
| Program Services | $1,438,075 | ProgramServicesAmt |
| Management And General | $1,534,583 | ManagementAndGeneralAmt |
| Fundraising | $1,199,558 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,742 | TotalAmt |
| Fundraising | $54,742 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,549,145 | TotalAmt |
| Program Services | $57,517,021 | ProgramServicesAmt |
| Management And General | $597,951 | ManagementAndGeneralAmt |
| Fundraising | $4,434,173 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,499,086 | TotalAmt |
| Program Services | $5,737,817 | ProgramServicesAmt |
| Management And General | $216,798 | ManagementAndGeneralAmt |
| Fundraising | $544,471 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,876,597 | TotalAmt |
| Program Services | $6,077,398 | ProgramServicesAmt |
| Management And General | -$35,115 | ManagementAndGeneralAmt |
| Fundraising | $834,314 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,682,645 | TotalAmt |
| Program Services | $5,551,096 | ProgramServicesAmt |
| Management And General | $79,728 | ManagementAndGeneralAmt |
| Fundraising | $51,821 | 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 | $1,345,405 | TotalAmt |
| Program Services | $1,236,908 | ProgramServicesAmt |
| Management And General | $38,000 | ManagementAndGeneralAmt |
| Fundraising | $70,497 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $257,582 | TotalAmt |
| Management And General | $257,582 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,000 | TotalAmt |
| Program Services | $15,000 | ProgramServicesAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,842 | TotalAmt |
| Fundraising | $79,842 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,622,534 | TotalAmt |
| Management And General | $4,622,534 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,850,634 | TotalAmt |
| Program Services | $14,983,333 | ProgramServicesAmt |
| Management And General | $411,946 | ManagementAndGeneralAmt |
| Fundraising | $455,355 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $426,654 | TotalAmt |
| Program Services | $291,249 | ProgramServicesAmt |
| Management And General | $223 | ManagementAndGeneralAmt |
| Fundraising | $135,182 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,216,007 | TotalAmt |
| Program Services | $9,867,322 | ProgramServicesAmt |
| Management And General | $322,615 | ManagementAndGeneralAmt |
| Fundraising | $1,026,070 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,277,767 | TotalAmt |
| Program Services | $2,930,404 | ProgramServicesAmt |
| Management And General | $34,778 | ManagementAndGeneralAmt |
| Fundraising | $312,585 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,505,455 | TotalAmt |
| Program Services | $10,308,551 | ProgramServicesAmt |
| Management And General | $38,118 | ManagementAndGeneralAmt |
| Fundraising | $158,786 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,466,519 | TotalAmt |
| Program Services | $2,900,186 | ProgramServicesAmt |
| Management And General | $148,749 | ManagementAndGeneralAmt |
| Fundraising | $417,584 | 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 | $267,243 | TotalAmt |
| Program Services | $234,489 | ProgramServicesAmt |
| Management And General | $5,487 | ManagementAndGeneralAmt |
| Fundraising | $27,267 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,136,544 | TotalAmt |
| Program Services | $7,122,647 | ProgramServicesAmt |
| Management And General | $4,606 | ManagementAndGeneralAmt |
| Fundraising | $9,291 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,465,235 | TotalAmt |
| Program Services | $17,357,553 | ProgramServicesAmt |
| Management And General | $35,691 | ManagementAndGeneralAmt |
| Fundraising | $71,991 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $479,487 | TotalAmt |
| Program Services | $449,458 | ProgramServicesAmt |
| Management And General | $9,953 | ManagementAndGeneralAmt |
| Fundraising | $20,076 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FOOD SUPPLIES | $3,216,186 | $3,216,186 | |
| CHARITABLE GIFT ANNUITY PYMT | $1,956,931 | $1,956,931 | |
| JOINT PROGRAMS | $302,091 | $302,091 | |
| CUC SHARED COSTS | $157,014 | $157,014 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,646,986 | TotalAmt |
| Program Services | $1,933,980 | ProgramServicesAmt |
| Management And General | $173,388 | ManagementAndGeneralAmt |
| Fundraising | $539,618 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $209,006,591 | TotalAmt |
| Program Services | $188,108,822 | ProgramServicesAmt |
| Management And General | $10,454,546 | ManagementAndGeneralAmt |
| Fundraising | $10,443,223 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,427 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,120,884 | BOYAmt |
| EOY | $50,070,658 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,341,161 | BOYAmt |
| EOY | $29,309,556 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,577,758 | BOYAmt |
| EOY | $4,839,769 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,827,352 | BOYAmt |
| EOY | $1,771,888 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,221 | BOYAmt |
| EOY | $82,221 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,610,954 | BOYAmt |
| EOY | $2,931,633 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $562,080,974 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $168,733,379 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $396,357,825 | BOYAmt |
| EOY | $393,347,595 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $323,927,797 | BOYAmt |
| EOY | $335,928,426 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,943,638,192 | BOYAmt |
| EOY | $1,845,004,685 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,774,683 | BOYAmt |
| EOY | $40,714,416 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,674,746 | BOYAmt |
| EOY | $2,884,963 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,818,942,000 | BOYAmt |
| EOY | $2,706,885,810 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,862,249 | BOYAmt |
| EOY | $17,494,708 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,776,276 | BOYAmt |
| EOY | $1,952,486 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $195,884,704 | BOYAmt |
| EOY | $206,133,942 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,251,573 | BOYAmt |
| EOY | $105,417,041 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $317,774,802 | BOYAmt |
| EOY | $330,998,177 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,246,223,733 | BOYAmt |
| EOY | $1,152,433,460 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $902,271,669 | BOYAmt |
| EOY | $841,629,383 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $352,671,796 | BOYAmt |
| EOY | $381,824,790 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,501,167,198 | BOYAmt |
| EOY | $2,375,887,633 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,818,942,000 | BOYAmt |
| EOY | $2,706,885,810 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $27,000,716 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$144,492,336 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$7,787,945 | 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) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| 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 |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,863,210 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,708,985 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,878,711 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,799,239 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $43,372,815 | CurrentTaxYearAmt |
| Total | $136,622,960 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $18,863,210 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,708,985 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $34,878,711 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $21,799,239 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $43,372,815 | CurrentTaxYearAmt |
| Total | $136,622,960 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $13,090,939 | SubstantialContributorsTotAmt |
| Public Support Total170 | $123,532,021 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $67,830,666 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,974,592 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,783,169 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,707,323 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,300,558 | CurrentTaxYearAmt |
| Total | $121,596,308 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $291,651 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $473,659 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $328,537 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $251,757 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $515,073 | CurrentTaxYearAmt |
| Total | $1,860,677 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $260,079,945 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $465,830,743 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.47498 | PublicSupportCY170Pct |
| Public Support PY170 | 0.50378 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $15,000 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $31 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $15,031 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | LOBBYING ACTIVITIES (RENWICK HOUSE) | FormAndLineReferenceDesc |
| Explanation | FORM 990, SCHEDULE C, PART II-B, LINE 1(G) THE ORGANIZATION PAID $15,000 TO A CONSULTING FIRM TO HELP WITH THE APPROVAL OF RENWICK HOUSE'S APPLICATION TO THE STATE HISTORIC PRESERVATION REGISTRY. OTHER LOBBYING ACTIVITIES FORM 990, SCHEDULE C, PART II-B, LINE 1(I) THE ORGANIZATION PAID MEMBERSHIP DUES OF $4,407 TO THE NATIONAL ASSOCIATION OF COLLEGE AND UNIVERSITY BUSINESS OFFICERS (NACUBO) AND $12,991 IN DUES TO THE ASSOCIATION OF INDEPENDENT CALIFORNIA COLLEGE AND UNIVERSITIES, WHICH MAY ENGAGE IN LOBBYING ACTIVITIES. OF THESE AMOUNTS, $31 IS ATTRIBUTABLE TO LOBBY RELATED EXPENSES FOR HIGHER EDUCATION ISSUES. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,098,703,679 | BeginningYearBalanceAmt |
| Contributions | $30,394,700 | ContributionsAmt |
| Investment Earnings Or Losses | -$61,712,701 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $38,481,044 | GrantsOrScholarshipsAmt |
| Other Expenditures | $39,127,776 | OtherExpendituresAmt |
| Administrative Expenses | $4,846,222 | AdministrativeExpensesAmt |
| End Year Balance | $1,984,930,636 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $2,101,460,736 | BeginningYearBalanceAmt |
| Contributions | $5,616,516 | ContributionsAmt |
| Investment Earnings Or Losses | $72,807,561 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $37,208,521 | GrantsOrScholarshipsAmt |
| Other Expenditures | $39,359,128 | OtherExpendituresAmt |
| Administrative Expenses | $4,613,485 | AdministrativeExpensesAmt |
| End Year Balance | $2,098,703,679 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,823,441,482 | BeginningYearBalanceAmt |
| Contributions | $17,608,574 | ContributionsAmt |
| Investment Earnings Or Losses | $332,505,986 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $33,971,825 | GrantsOrScholarshipsAmt |
| Other Expenditures | $33,293,045 | OtherExpendituresAmt |
| Administrative Expenses | $4,830,436 | AdministrativeExpensesAmt |
| End Year Balance | $2,101,460,736 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,679,640,364 | BeginningYearBalanceAmt |
| Contributions | $5,995,664 | ContributionsAmt |
| Investment Earnings Or Losses | $206,443,561 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $31,394,399 | GrantsOrScholarshipsAmt |
| Other Expenditures | $33,123,286 | OtherExpendituresAmt |
| Administrative Expenses | $4,120,422 | AdministrativeExpensesAmt |
| End Year Balance | $1,823,441,482 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,700,454,506 | BeginningYearBalanceAmt |
| Contributions | $11,291,840 | ContributionsAmt |
| Investment Earnings Or Losses | $32,915,985 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $29,014,695 | GrantsOrScholarshipsAmt |
| Other Expenditures | $31,509,422 | OtherExpendituresAmt |
| Administrative Expenses | $4,497,850 | AdministrativeExpensesAmt |
| End Year Balance | $1,679,640,364 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.43710 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.17010 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.39280 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,979,867 | OtherCostOrOtherBasisAmt |
| Book Value | $7,979,867 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $523,750,292 | OtherCostOrOtherBasisAmt |
| Depreciation | $149,716,665 | DepreciationAmt |
| Book Value | $374,033,627 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,603,416 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,502,933 | DepreciationAmt |
| Book Value | $5,100,483 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,747,399 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,513,781 | DepreciationAmt |
| Book Value | $6,233,618 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $393,347,595 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (9 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| US EQUITY | $288,419,549 | F |
| NON US EQUITY | $223,118,897 | F |
| EMERGING MARKETS | $168,484,643 | F |
| FIXED INCOME | $227,326,198 | F |
| VENTURE CAPITAL | $286,582,939 | F |
| PRIVATE EQUITY | $117,674,227 | F |
| ABSOLUTE RETURN | $385,889,650 | F |
| REAL ASSETS | $134,642,112 | F |
| OTHER | $12,866,470 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,845,004,685 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| LIFE INCOME ANNUITIES PAYABLE | $86,962,217 |
| FUNDS HELD IN TRUST FOR OTHERS | $12,525,279 |
| GOV'T STUDENT LOAN ADVANCES | $2,628,225 |
| CAPITAL LEASE OBLIGATION | $1,909,230 |
| ASSET RETIREMENT LIABILITY | $1,392,090 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $105,417,041 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $40,463,644 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$144,492,336 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$7,347,256 | OtherRevenueAmt |
| Revenue Not Reported | -$151,839,592 | RevenueNotReportedAmt |
| Revenue Subtotal | $192,303,236 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $5,223,027 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $38,481,044 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $43,704,071 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $236,007,307 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $165,743,548 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $441,028 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $441,028 | ExpensesNotReportedAmt |
| Expenses Subtotal | $165,302,520 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $5,223,027 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $38,481,044 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $43,704,071 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $209,006,591 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| DISCLOSURE FOR MAINTAINING COLLECTIONS OF ART, HISTORICAL TREASURES, OR | OTHER SIMILAR ASSETS HELD FOR PUBLIC EXHIBITION, EDUCATION OR RESEARCH FORM 990, SCHEDULE D, PART III, LINE 1A THE COLLEGE FOLLOWS A POLICY NOT TO RECORD OR CAPITALIZE ITS ART COLLECTIONS. THE COLLEGE'S ART COLLECTIONS CONSIST OF OBJECTS OF HISTORICAL AND AESTHETIC SIGNIFICANCE HELD FOR PUBLIC EXHIBITION AND EDUCATIONAL PURPOSES. ALL WORKS IN THE COLLECTION ARE CATALOGUED, PRESERVED, CARED FOR AND MONITORED ACCORDING TO PROFESSIONAL MUSEUM STANDARDS, AND ARE SUBJECT TO A POLICY THAT REQUIRES PROCEEDS FROM DE-ACCESSION TO BE USED EXCLUSIVELY FOR ACQUISITION. |
| DESCRIPTION OF ORGANIZATION'S COLLECTIONS | FORM 990, SCHEDULE D, PART III, LINE 4 THE FINE ART COLLECTIONS OF POMONA COLLEGE ARE HOUSED IN THE POMONA COLLEGE MUSEUM OF ART AT THE MONTGOMERY ART CENTER, WHICH WAS INAUGURATED IN 1958 AND NAMED AFTER THE LATE GLADYS K. MONTGOMERY, POMONA TRUSTEE AND LOS ANGELES CIVIC LEADER. AMONG IMPORTANT HOLDINGS ARE THE KRESS COLLECTION OF 15TH- AND 16TH- CENTURY ITALIAN PANEL PAINTINGS; OVER 5,000 EXAMPLES OF PRE-COLUMBIAN TO 20TH-CENTURY AMERICAN INDIAN ART AND ARTIFACTS, INCLUDING BASKETRY, CERAMICS, AND BEADWORK; AND A LARGE COLLECTION OF AMERICAN AND EUROPEAN PRINTS, DRAWINGS, AND PHOTOGRAPHS. IN ADDITION TO SERVING AS THE BASIS FOR EXHIBITIONS, THE COLLECTIONS, WHICH ARE ALWAYS AVAILABLE FOR INDIVIDUAL STUDY AND RESEARCH, ARE FREQUENTLY USED FOR CLASSES. THE POMONA COLLEGE MUSEUM OF ART ALSO IS THE SITE OF AN ACTIVE PROGRAM OF TEMPORARY EXHIBITIONS THROUGHOUT THE ACADEMIC YEAR. THESE INCLUDE REGULAR FACULTY AND STUDENT SHOWS, AS WELL AS HISTORICAL AND CONTEMPORARY EXHIBITIONS DESIGNED TO COMPLEMENT THE COLLEGES CURRICULA AND TO EXPOSE STUDENTS TO AS WIDE A VARIETY OF WORKS OF ART AS POSSIBLE. ALL EXHIBITIONS OPEN WITH PUBLIC RECEPTIONS AND INCLUDE LECTURES AND RELATED PROGRAMS FOR THE COLLEGE COMMUNITY. |
| DISCLOSURE FOR INTENDED USE OF ENDOWMENT FUNDS | FORM 990, SCHEDULE D, PART V, LINE 4 THE COLLEGES ENDOWMENT CONSISTS OF APPROXIMATELY 1,800 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES INCLUDING BOTH DONOR-RESTRICTED ENDOWMENT FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. THE COLLEGE HAS A POLICY OF APPROPRIATING FOR DISTRIBUTION EACH YEAR 4.5% TO 5.5% OF ITS ENDOWMENT FUNDS' AVERAGE FAIR VALUE OVER THE PRIOR 12 QUARTERS THROUGH THE JUNE 30TH OF THE PRECEDING FISCAL YEAR IN WHICH THE DISTRIBUTION IS PLANNED. THESE FUNDS ARE USED TO FURTHER THE EDUCATIONAL MISSION OF THE COLLEGE. |
| ASC 740 DISCLOSURE | FORM 990, SCHEDULE D, PART X, LINE 2 THE PREPARATION OF FINANCIAL STATEMENTS IN CONFORMITY WITH GAAP PRESCRIBES FOR ALL ENTITIES, INCLUDING PASS-THROUGH ENTITIES, MINIMUM THRESHOLDS FOR FINANCIAL STATEMENT RECOGNITION OF A POSITION TAKEN IN FILING TAX RETURNS (INCLUDING WHETHER AN ENTITY IS TAXABLE IN A PARTICULAR JURISDICTION) AND REQUIRES CERTAIN EXPANDED TAX DISCLOSURES. NO SUCH UNCERTAIN TAX POSITIONS EXIST FOR THE COLLEGE AT JUNE 30, 2016 AND 2015. THE COLLEGE FILES INCOME TAX RETURNS IN THE U.S. FEDERAL AND THE STATE OF CALIFORNIA JURISDICTIONS, AND IS NO LONGER SUBJECT TO FEDERAL AND STATE INCOME TAX EXAMINATION FOR TAX YEARS BEFORE 2008 AND 2007, RESPECTIVELY. |
| REVENUE ON BOOKS NOT ON RETURN | FORM 990, SCHEDULE D, PART XI, LINE 2D Changes in actuarially determined gift liabilities (6,988,529) Rental Expenses Reported Net of Form 990 441,028 Transfer for Staff Retirement Plan Termination (799,755) --------------- Total: $(7,347,256) |
| REVENUE ON RETURN NOT ON BOOKS | FORM 990, SCHEDULE D, PART XI, LINE 4B Financial Aid Reported Gross of Tuition on Form 990 $ 38,481,044 |
| EXPENSE ON RETURN NOT ON BOOKS | FORM 990, SCHEDULE D, PART XII, LINE 2D Rental Expenses Reported Net on Form 990 $ 441,028 |
| EXPENSE ON BOOKS NOT ON RETURN | FORM 990, SCHEDULE D, PART XII, LINE 4B Financial Aid Reported Gross of Tuition on Form 990 $ 38,481,044 |
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 (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| DISCLOSURE FOR SOLICITATION | FORM 990, SCHEDULE E, LINE 3 ALL BROCHURES AND CATALOGS SENT TO THE GENERAL PUBLIC CONTAIN THE COLLEGE'S NONDISCRIMINATORY POLICY. THESE BROCHURES AND CATALOGS ARE AVAILABLE ON CAMPUS FOR INSPECTION. |
| DISCLOSURE FOR GRANTS RECEIVED FROM GOVERNMENT AGENCIES | FORM 990, SCHEDULE E, PART I, LINE 6A POMONA COLLEGE IS AWARDED GRANTS FROM GOVERNMENT AGENCIES, SUCH AS THE DEPARTMENT OF EDUCATION, AND THE CALIFORNIA STUDENT AID COMMISSION, TO PROVIDE FINANCIAL AID TO STUDENTS. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (22 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | EmployeeEmployeeCnt |
|---|---|---|---|---|
| Sub-Saharan Africa | Grantmaking | FINANCIAL AID | $1,000 | |
| East Asia and the Pacific | Grantmaking | FINANCIAL AID | $5,314 | |
| Central America and the Caribbean | Grantmaking | FINANCIAL AID | $60,270 | |
| Europe (Including Iceland and Greenland) | Grantmaking | FINANCIAL AID | $26,969 | |
| Middle East and North Africa | Grantmaking | FINANCIAL AID | $8,767 | |
| Russia and the Newly Independent States | Grantmaking | FINANCIAL AID | $3,000 | |
| South Asia | Program Services | STUDY ABROAD DIR EXP | $7,393 | |
| East Asia and the Pacific | Program Services | STUDY ABROAD DIR EXP | $623,586 | |
| Central America and the Caribbean | Program Services | STUDY ABROAD DIR EXP | $133,791 | |
| Europe (Including Iceland and Greenland) | Program Services | STUDY ABROAD DIR EXP | $3,338,717 | 2 |
| Middle East and North Africa | Program Services | STUDY ABROAD DIR EXP | $64,714 | |
| South America | Program Services | STUDY ABROAD DIR EXP | $254,352 | |
| Russia and the Newly Independent States | Program Services | STUDY ABROAD DIR EXP | $1,375 | |
| Sub-Saharan Africa | Program Services | STUDY ABROAD DIR EXP | $226,023 | |
| Sub-Saharan Africa | Program Services | STUDY ABROAD OTHER EXP | $34,820 | |
| East Asia and the Pacific | Program Services | STUDY ABROAD OTHER EXP | $141,394 | |
| Central America and the Caribbean | Program Services | STUDY ABROAD OTHER EXP | $7,542 | |
| Europe (Including Iceland and Greenland) | Program Services | STUDY ABROAD OTHER EXP | $470,932 | |
| Middle East and North Africa | Program Services | STUDY ABROAD OTHER EXP | $10,581 | |
| Russia and the Newly Independent States | Program Services | STUDY ABROAD OTHER EXP | $7,905 | |
| South America | Program Services | STUDY ABROAD OTHER EXP | $25,268 | |
| South Asia | Program Services | STUDY ABROAD OTHER EXP | $5,377 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Employees | 2 | SubtotalEmployeesCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Subtotal Spent | $4,939,027 | SubtotalSpentAmt |
| Continuation Spent | $520,063 | ContinuationSpentAmt |
| Total Spent | $5,459,090 | TotalSpentAmt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (6 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|---|
| FINANCIAL AID | Sub-Saharan Africa | 1 | $1,000 | Credit | N/A | N/A |
| FINANCIAL AID | East Asia and the Pacific | 4 | $5,314 | Credit | N/A | N/A |
| FINANCIAL AID | Central America and the Caribbean | 1 | $60,270 | Credit | N/A | N/A |
| FINANCIAL AID | Europe (Including Iceland and Greenland) | 18 | $26,969 | Credit | N/A | N/A |
| FINANCIAL AID | Middle East and North Africa | 1 | $8,767 | Credit | N/A | N/A |
| FINANCIAL AID | South America | 1 | $3,000 | Credit | N/A | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PROCEDURES FOR MONITORING USE OF GRANTS | FORM 990, SCHEDULE F, PART I, LINE 2 THE FINANCIAL AID PROVIDED BY THE COLLEGE FUNDS THE PROGRAM TUITION, ROOM AND BOARD (WHEN APPLICABLE), WHICH IS CREDITED DIRECTLY TO THE STUDENT ACCOUNT. THE STUDENT HAS NO DIRECT ACCESS TO THE PROGRAM FUNDS, THEREFORE, NO ADDITIONAL MONITORING OF THE USE OF FUNDS IS NECESSARY. |
| ACCOUNTING BASIS | FORM 990, SCHEDULE F, PART I, LINE 3(F) ACCOUNTING BASIS FOR EXPENDITURES REPORTED IN COLUMN (F) ARE IN U.S. DOLLARS USING THE ACCRUAL BASIS OF ACCOUNTING. |
| NUMBER OF RECIPIENTS | FORM 990, SCHEDULE F, PART III, COLUMN (C) THE NUMBER OF RECIPIENTS REPORTED IN COLUMN (C) IS DETERMINED BY REVIEWING THE EXACT NUMBER OF STUDENTS WHO RECEIVE AID FROM THAT REGION. |
| ACCOUNTING FOR CASH GRANTS | FORM 990, SCHEDULE F, PART III, COLUMN (D) ACCOUNTING BASIS FOR CASH GRANTS REPORTED IN COLUMN (D) ARE IN U.S. DOLLARS USING THE ACCRUAL BASIS OF ACCOUNTING. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTS LUNDY INC | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 WALL STREET WEST | AddressLine1Txt |
| City | LYNDHURST | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 07071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | DESIGN CAMPAIGN | ActivityTxt |
| Fundraiser Control Of Funds | false | FundraiserControlOfFundsInd |
| Retained By Contractor | $79,842 | RetainedByContractorAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $79,842 | TotalRetainedByContractorsAmt |
| Licensed States | CA | LicensedStatesCd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2B, COLUMN (I) | FormAndLineReferenceDesc |
| Explanation | MARTS & LUNDY, INC. 1200 WALL STREET WEST LYNDHURST, NJ 07071 | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| INST. AID & GRANTS TO STUDENTS OF POMONA COLLEGE | 937 | $38,137,464 | N/A | N/A |
| OTHER GRANTS AND AWARDS GIVEN TO STUDENTS | 386 | $238,260 | N/A | N/A |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PROCEDURES FOR MONITORING GRANT FUNDS | FormAndLineReferenceDesc |
| Explanation | FORM 990, SCHEDULE I, PART I, LINE 2 ADMISSION TO POMONA COLLEGE IS ON A NEED BLIND BASIS. THIS POLICY IS MAINTAINED TO ACCOMPLISH DIVERSIFICATION OF THE STUDENT BODY REGARDLESS OF THE FINANCIAL STATUS OF THE APPLICANTS. A PERMANENT FILE OF ALL STUDENTS WHO ARE RECIPIENTS OF SCHOLARSHIPS AND GRANTS IS MAINTAINED IN THE FINANCIAL AID OFFICE OF POMONA COLLEGE. AN ACCOUNTING SYSTEM TRACKS ALL AWARDS TO INDIVIDUAL STUDENTS FOR TUITION AND OTHER COSTS OF ATTENDING THE COLLEGE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| 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 |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | 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 |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID W OXTOBY | ||||||||||||||
| PRESIDENT | $471,009 | $0 | $0 | $0 | $42,000 | $0 | $32,293 | $0 | $69,882 | $0 | $615,184 | $0 | $0 | $0 |
| PAMELA BESNARD | ||||||||||||||
| VP OF ADVANCEMENT | $262,567 | $0 | $0 | $0 | $42,000 | $0 | $32,214 | $0 | $31,612 | $0 | $368,393 | $0 | $0 | $0 |
| TERESA SHAW | ||||||||||||||
| SECRETARY TO BOARD; PRES ASST | $129,410 | $0 | $0 | $0 | $16,500 | $0 | $15,381 | $0 | $5,851 | $0 | $167,142 | $0 | $0 | $0 |
| KAREN SISSON | ||||||||||||||
| VP TREASURER | $269,830 | $0 | $0 | $0 | $24,000 | $0 | $30,935 | $0 | $22,200 | $0 | $346,965 | $0 | $0 | $0 |
| MIRIAM FELDBLUM | ||||||||||||||
| VP DEAN OF STUDENTS | $213,701 | $0 | $0 | $0 | $5,319 | $0 | $23,511 | $0 | $34,695 | $0 | $277,226 | $0 | $0 | $0 |
| CHRISTOPHER ALLEN | ||||||||||||||
| VP DEAN OF ADMISSIONS | $207,028 | $0 | $0 | $0 | $36,000 | $0 | $27,334 | $0 | $13,575 | $0 | $283,937 | $0 | $0 | $0 |
| ELIZABETH CRIGHTON | ||||||||||||||
| INT. COLLEGE DEAN(THRU 7/1/15) | $240,617 | $0 | $0 | $0 | $42,000 | $0 | $30,571 | $0 | $52,503 | $0 | $365,691 | $0 | $0 | $0 |
| DANA WOOD | ||||||||||||||
| ASST TREASURER | $120,257 | $0 | $0 | $0 | $6,456 | $0 | $13,260 | $0 | $11,685 | $0 | $151,658 | $0 | $0 | $0 |
| RICHARD FASS | ||||||||||||||
| VP PLANNING OFFC (THRU 1/1/16) | $110,227 | $0 | $0 | $0 | $20,500 | $0 | $14,610 | $0 | $33,067 | $0 | $178,404 | $0 | $0 | $0 |
| MARYLOU FERRY | ||||||||||||||
| VP OF COMMUNICATIONS | $177,000 | $0 | $0 | $0 | $24,000 | $0 | $21,930 | $0 | $582 | $0 | $223,512 | $0 | $0 | $0 |
| ROBERT ROBINSON | ||||||||||||||
| ASST VP OF FACILITIES | $193,525 | $0 | $0 | $0 | $0 | $0 | $21,918 | $0 | $22,200 | $0 | $237,643 | $0 | $0 | $0 |
| MARY LOU WOODS | ||||||||||||||
| ASST VP/ASSOC TREAS | $188,877 | $0 | $0 | $0 | $0 | $0 | $21,360 | $0 | $22,200 | $0 | $232,437 | $0 | $0 | $0 |
| GARY SMITH | ||||||||||||||
| PROFESSOR | $256,157 | $0 | $0 | $0 | $0 | $0 | $29,629 | $0 | $21,243 | $0 | $307,029 | $0 | $0 | $0 |
| GARY KATES | ||||||||||||||
| PROFESSOR | $195,257 | $0 | $0 | $0 | $35,500 | $0 | $26,598 | $0 | $27,468 | $0 | $284,823 | $0 | $0 | $0 |
| ELEANOR BROWN | ||||||||||||||
| PROFESSOR | $191,429 | $0 | $0 | $0 | $42,000 | $0 | $26,014 | $0 | $6,989 | $0 | $266,432 | $0 | $0 | $0 |
| KEN PFLUEGER | ||||||||||||||
| CIO EXECUTIVE DIRECTOR | $208,482 | $0 | $0 | $0 | $0 | $0 | $22,958 | $0 | $6,540 | $0 | $237,980 | $0 | $0 | $0 |
| KIM BRUCE | ||||||||||||||
| PROFESSOR | $197,692 | $0 | $0 | $0 | $0 | $0 | $21,780 | $0 | $11,578 | $0 | $231,050 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE | FORM 990, SCHEDULE J, PART I, LINE 1A PER THE EMPLOYMENT CONTRACTS FOR THE PRESIDENT, VICE PRESIDENT/DEAN OF THE COLLEGE AND DEAN OF STUDENTS, RESIDENCE ON-CAMPUS IS PROVIDED FOR THE CONVENIENCE OF THE EMPLOYER. HOUSING FOR THESE LISTED PERSONS IS LOCATED ON THE CAMPUS AND IS REQUIRED AS A CONDITION OF THEIR EMPLOYMENT; THUS IS NOT TREATED AS TAXABLE COMPENSATION. PARTS OF THE FACILITIES ARE CARED FOR BY COLLEGE STAFF TO ENSURE READINESS FOR COLLEGE RELATED EVENTS. |
| HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES | FORM 990, SCHEDULE J, PART I, LINE 1A THE BOARD OF THE COLLEGE REQUIRES THE PRESIDENT TO BE A MEMBER OF A LOCAL CLUB SO THAT BUSINESS MEETINGS MAY BE HELD THERE. THERE IS NO PERSONAL USE OF THE MEMBERSHIP BY THE PRESIDENT; THUS NO PART OF THE DUES OR INITIATION FEES ARE TREATED AS TAXABLE COMPENSATION. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY | ||||||||
| A | 521705592 | 130175W99 | 2005-02-04 | $41,879,739 | CAMPUS FAC, ISS. COST & REFUNDING | false | false | false |
| CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY | ||||||||
| B | 521705592 | 130178NN2 | 2008-06-26 | $59,475,000 | EDUC FAC & COSTS OF ISS. OF BOND | false | false | false |
| CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY | ||||||||
| C | 521705592 | 130178SE7 | 2009-04-20 | $62,290,000 | EDUC FAC & PARTIAL REFUNDING | false | false | false |
| CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY | ||||||||
| D | 521705592 | 130178B88 | 2011-07-12 | $7,914,174 | REFUNDING OF REMAINING 2001 BONDS | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $0 | $0 | $42,565,205 | $0 | $0 | $0 | $576,345 | $0 | $0 | $25,785,275 | $16,203,585 | $0 | 2008 | false | Yes (true) | Yes (true) | Yes (true) |
| B | $0 | $0 | $64,248,356 | $0 | $0 | $0 | $739,587 | $0 | $0 | $63,508,769 | $0 | $0 | 2011 | false | false | Yes (true) | Yes (true) |
| C | $0 | $0 | $67,960,259 | $0 | $0 | $0 | $888,077 | $0 | $0 | $0 | $67,072,182 | $0 | 2011 | Yes (true) | Yes (true) | Yes (true) | Yes (true) |
| D | $5,975,000 | $0 | $8,034,728 | $0 | $0 | $0 | $158,283 | $0 | $0 | $0 | $7,876,445 | $0 | 2011 | false | Yes (true) | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0 | false | false | false | Yes (true) |
| B | false | false | false | false | 0 | false | false | false | Yes (true) |
| C | false | false | false | false | 0 | false | false | false | Yes (true) |
| D | false | false | false | false | 0 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 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 | Business Name Line1GICProviderName/BusinessNameLine1Txt | Term Of GICTermOfGICPct | Regulatory Safe Harbor StsfdRegulatorySafeHarborStsfdInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||||
| A | false | false | false | Yes (true) | false | false | Yes (true) | AIG | 3.8 | Yes (true) | Yes (true) | Yes (true) |
| 0 | ||||||||||||
| B | Yes (true) | false | false | Yes (true) | FSA | 3.2 | Yes (true) | false | Yes (true) | |||
| 0 | ||||||||||||
| C | false | false | false | Yes (true) | false | false | false | 0 | false | Yes (true) | ||
| 0 | ||||||||||||
| D | false | false | Yes (true) | false | false | false | false | 0 | false | Yes (true) | ||
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, ROW A, COLUMN (F) | $16,203,586 OF THE PROCEEDS OF THE 2005A BONDS WERE USED TO ADVANCE REFUND $14,870,000 IN PRINCIPAL OF BONDS WITH ORIGINAL DATE OF ISSUANCE OF 2/3/1999. |
| PART I, ROW C, COLUMN (F) | $5,987,106 OF THE PROCEEDS OF THE 2009 BONDS WERE USED TO ADVANCE REFUND $5,825,000 IN PRINCIPAL OF BONDS WITH ORIGINAL DATE OF ISSUANCE OF 2/3/1999. $27,048,890 OF THE PROCEEDS OF THE 2009 BONDS WERE USED TO ADVANCE REFUND $27,040,000 IN PRINCIPAL OF BONDS WITH ORIGINAL DATE OF ISSUANCE OF 2/10/2005. $34,036,186 OF THE PROCEEDS OF THE 2009 BONDS WERE USED TO ADVANCE REFUND $34,025,000 IN PRINCIPAL OF BONDS WITH ORIGINAL DATE OF ISSUANCE OF 6/19/2008. |
| PART I, ROW D, COLUMN (F) | $7,740,674 OF THE PROCEEDS OF THE 2011 BONDS WERE USED TO ADVANCE REFUND $7,700,000 IN PRINCIPAL OF BONDS WITH ORIGINAL DATE OF ISSUANCE OF 11/8/2001. |
| PART II, ROW 3, COLUMN (A THRU D) | THE DIFFERENCE BETWEEN THE ISSUE PRICE LISTED IN PART I, COLUMN (E) IS DUE TO INTEREST EARNINGS ON BOND PROCEEDS. |
| PART IV, LINE 2C, COLUMN (A) | THE LAST REBATE CALCULATIONS FOR 2005A BONDS WERE PERFORMED AS OF 2/24/2010. |
| PART IV, LINE 2C, COLUMN (C) | THE LAST REBATE CALCULATIONS FOR 2009A BONDS WERE PERFORMED AS OF 3/31/2011. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIFORNIA MUNICIPAL FINANCE AUTHORITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 201563466 | BondIssuerEIN |
| CUSIP | 000000000 | CUSIPNum |
| Bond Issued | 2014-06-26 | BondIssuedDt |
| Issue Price | $24,937,500 | IssuePriceAmt |
| Purpose | NEW CONSTRUCTION | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $0 | RetiredAmt |
| Bond Defeased | $0 | BondDefeasedAmt |
| Total Proceeds | $24,937,500 | TotalProceedsAmt |
| In Reserve Fund | $0 | InReserveFundAmt |
| Capitalized Interest | $0 | CapitalizedInterestAmt |
| Refunding Escrow | $0 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $0 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $0 | CreditEnhancementAmt |
| Working Capital Expenditures | $0 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $14,000,000 | CapitalExpendituresAmt |
| Other Spent Proceeds | $0 | OtherSpentProceedsAmt |
| Unspent | $10,937,500 | UnspentAmt |
| Substantial Completion | 2015 | SubstantialCompletionYr |
| Current Refunding | false | CurrentRefundingInd |
| Advance Refunding | false | AdvanceRefundingInd |
| Final Allocation Made | false | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | false | MgmtContractBondFincdPropInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0 | PrivateBusUseByOthersPct |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Remedial Action Taken | false | RemedialActionTakenInd |
| Procs Nonqualified Bond Remdtd | Yes (true) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| Rebate Not Due Yet | Yes (true) | RebateNotDueYetInd |
| Variable Rate Issue | false | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
GIC Provider Name GICProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (true) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (true) | ProceduresCorrectiveActionInd |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (4 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| ROBERT ROBINSON | |||||||
| KEY EMPLOYEE | RELOCATION LOANS | Yes (X) | $550,000 | $454,824 | false | Yes (true) | Yes (true) |
| GARY KATES | |||||||
| HIGHEST COMP EMP | RELOCATION LOANS | Yes (X) | $555,000 | $452,235 | false | Yes (true) | Yes (true) |
| CHRISTOPHER ALLEN | |||||||
| OFFICER | RELOCATION LOANS | Yes (X) | $398,050 | $348,008 | false | Yes (true) | Yes (true) |
| PAMELA BESNARD | |||||||
| OFFICER | RELOCATION LOANS | Yes (X) | $555,000 | $516,821 | false | Yes (true) | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $1,771,888 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CLAIRE OXTOBY | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | WIFE OF PRESIDENT | RelationshipDescriptionTxt |
| Transaction | $54,742 | TransactionAmt |
| Transaction | SALARY AND BENEFITS | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Method Of Determining Revenues | None | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 89 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,416,891 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Avg Mkt Dontn Date | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp |
Real Estate Commercial RealEstateCommercialGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,283,040 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Appraisal | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp | |
| Form8283 Received | 10 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| NUMBER OF CONTRIBUTIONS OR ITEMS CONTRIBUTED | FORM 990, SCHEDULE M, PART I, COLUMN (B) COLUMN B REFLECTS THE NUMBER OF ITEMS RECEIVED FROM VARIOUS CONTRIBUTORS, EXCEPT IN THE CASE OF SECURITIES, WHICH RELECTS THE NUMBER OF CONTRIBUTORS. |
| USE OF THIRD PARTIES OR RELATED ORGANIZATIONS FOR NONCASH CONTRIBUTIONS | FORM 990, SCHEDULE M, LINE 32B ANY GIFT OF UNNEEDED PERSONAL OR REAL PROPERTY IS SOLD BY PROFESSIONAL REPRESENTATIVES. |
| TYPES OF PROPERTY RECEIVED FOR NONCASH CONTRIBUTIONS | FORM 990, SCHEDULE M, LINE 33 THE COLLEGE FOLLOWS A POLICY TO NOT RECORD OR CAPITALIZE ITS COLLECTIONS. THE COLLEGE'S ART COLLECTIONS CONSIST OF OBJECTS OF HISTORICAL AND AESTHETIC SIGNIFICANCE HELD FOR PUBLIC EXHIBITION AND EDUCATIONAL PURPOSES. ALL WORKS IN THE COLLECTION ARE CATALOGUED, PRESERVED, CARED FOR AND MONITORED ACCORDING TO PROFESSIONAL MUSEUM STANDARDS, AND ARE SUBJECT TO A POLICY THAT REQUIRES PROCEEDS FROM DE-ACCESSION TO BE USED EXCLUSIVELY FOR ACQUISITION. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| REASON FOR AMENDING RETURN | FORM 990, PAGE 1, BOX B THE COLLEGE IS AMENDING ITS ORIGINAL 990 FILING TO ADD A SCHEDULE G TO REPORT PROFESSIONAL FUNDRAISING EXPENSES ABOVE $15,000 FOR THE TAX YEAR. THESE EXPENSES WERE DISCOVERED SUBSEQUENT TO THE FILING OF THE ORIGINAL RETURN. IN ADDITION, PART IV, CHECKLIST OF REQUIRED SCHEDULES, LINE 17 IS MARKED AS YES AND PART IX, COLUMN D, LINE 11E IS INCREASED BY $79,842 AND LINE 11G IS DECREASED BY $79,842. DESCRIPTION OF ORGANIZATION MISSION FORM 990, PART III, LINE 1, CONTINUED THAT IS STRONGLY ROOTED IN SOUTHERN CALIFORNIA YET GLOBAL IN ITS ORIENTATION. THROUGH CLOSE TIES AMONG A DIVERSE GROUP OF FACULTY, STAFF AND CLASSMATES, POMONA STUDENTS ARE INSPIRED TO ENGAGE IN THE PROBING INQUIRY AND CREATIVE LEARNING THAT ENABLE THEM TO IDENTIFY AND ADDRESS THEIR INTELLECTUAL PASSIONS. THIS EXPERIENCE WILL CONTINUE TO GUIDE THEIR CONTRIBUTIONS AS THE NEXT GENERATION OF LEADERS, SCHOLARS, ARTISTS AND CITIZENS TO FULFILL THE VISION OF ITS FOUNDERS: TO BEAR THEIR ADDED RICHES IN TRUST FOR ALL. PROGRAM SERVICE Form 990 Part III Line 4a, CONTINUED POMONA GRADUATES NOT ONLY RECEIVE EXCELLENT LIFELONG PREPARATION FOR A WIDE RANGE OF CAREERS, BUT ALSO ARE ENCOURAGED TO DEVELOP THE RATIONAL DISCRIMINATION, AESTHETIC APPRECIATION, COMPASSION, AND UNDERSTANDING THAT ONLY KNOWLEDGE CAN FOSTER. POMONA IS CURRENTLY TIED FOR THE NO. 2 PRODUCER OF FULBRIGHT STUDENTS AMONG BACHELOR'S INSTITUTIONS AS REPORTED BY THE CHRONICLE OF HIGHER EDUCATION IN FEBRUARY 2017. 15 POMONA STUDENTS RECEIVED FULBRIGHTS DURING THE 2016-2017 ACADEMIC YEAR. POMONA OFFERS 47 MAJORS IN THE NATURAL SCIENCES, HUMANITIES, SOCIAL SCIENCES FINE ARTS, AND INTERDISCIPLINARY FIELDS. ALSO COMMON ARE DOUBLE MAJORS AND INDIVIDUAL SPECIAL MAJORS, CRAFTED BY THE STUDENT WITH GUIDANCE FROM FACULTY. FIRST-YEAR STUDENTS DELVE INTO A CRITICAL INQUIRY SEMINAR TO DEVELOP SKILLS IN CRITICAL THINKING, ANALYSIS AND WRITING. POMONA'S SUMMER UNDERGRADUATE RESEARCH PROGRAM ENABLES STUDENTS TO CONDUCT EXTENDED, FOCUSED RESEARCH IN CLOSE COOPERATION WITH A POMONA FACULTY MEMBER, WITH PROJECTS TAKING PLACE BOTH ON CAMPUS AND IN THE FIELD. THE COLLEGE OFFERS APPROXIMATELY 600 CLASSES EACH YEAR, AND STUDENTS ALSO HAVE ACCESS TO THE MORE THAN 2,200 CLASSES AT THE CLAREMONT COLLEGES. FORM 990, PART III, LINE 4B, CONTINUED POMONA PROVIDES SELF-OPERATED DINING AND CATERING SERVICES AT THREE DINING HALLS. POMONA'S GOAL IS TO SERVE FOOD THAT IS HEALTHY, FRESH AND DELICIOUS AND THAT IS PRODUCED IN A JUST AND SUSTAINABLE MANNER. THE INSTRUCTIONAL AND EXTRA-CURRICULAR PROGRAMS ARE FURTHER SUPPORTED BY BRIDGES AUDITORIUM, A PERFORMING ARTS CENTER THAT SEATS 2,500, AND SEAVER THEATRE, A COMPREHENSIVE THEATRE COMPLEX FEATURING A 350-SEAT AUDITORIUM AND 100-SEAT EXPERIMENTAL THEATRE SPACE. ATHLETIC FACILITIES INCLUDE THE LILLIORE GREEN RAINS CENTER FOR SPORT AND RECREATION, THE HALDEMAN AQUATICS CENTER, AND FIELDS FOR SOFTBALL, BASEBALL, TRACK, SOCCER, FOOTBALL AND MORE. POMONA COLLEGE HAS MADE SIGNIFICANT INVESTMENTS TO MAKE THE CAMPUS MORE SUSTAINABLE, INCLUDING BUILDING THE FIRST LEED-PLATINUM LARGE-SCALE RESIDENCE HALLS IN THE WEST, TO INSTALLING SOLAR ENERGY AND REMOVING IMPERMEABLE SURFACES AND REPLACING THEM WITH DROUGHT RESISTANT LANDSCAPING AND PERMEABLE GROUND COVER. THE COLLEGE HAS PLEDGED TO BE CARBON-NEUTRAL BY 2030 AS PART OF THE AMERICAN COLLEGES AND UNIVERSITIES PRESIDENTS' CLIMATE COMMITMENT (ACUPCC). FORM 990, PART III, LINE 4C, CONTINUED THE COLLEGE ALSO ASSISTS STUDENTS WITH ORIENTATION, REGISTRATION AND ACADEMIC COUNSELING. FROM THEIR FIRST YEAR AT POMONA, STUDENTS CAN TURN TO THE CAREER DEVELOPMENT OFFICE, WHICH PROVIDES HELP WITH EVERYTHING FROM RESUME WRITING TO MOCK INTERVIEWS. STUDENTS ALSO CAN APPLY FOR THE CDO'S PROGRAM OF SUMMER INTERNSHIPS IN THE U.S. AND ABROAD. THE CLAREMONT COLLEGES' STUDENT HEALTH SERVICE STRESSES PREVENTATIVE MEDICINE AND HEALTH AWARENESS, WHILE MONSOUR COUNSELING AND PSYCHOLOGICAL SERVICES HELP STUDENTS WITH PERSONAL AND EMOTIONAL PROBLEMS. THE INTERFAITH OFFICE OF THE CHAPLAINS DIRECTS THE PROGRAMS OF THE CLAREMONT COLLEGES' MCALISTER CENTER FOR RELIGIOUS ACTIVITIES, ASSISTING STUDENTS IN MAKING CONTACT WITH MEMBERS OF THEIR COMMUNITY OF BELIEF. WORKING CLOSELY WITH STUDENTS, FACULTY AND STAFF, THE DIVISION OF STUDENT AFFAIRS AIMS TO PROVIDE SERVICES, ACTIVITIES, AND RESOURCES THAT SUPPORT THE COLLEGE'S EDUCATIONAL ENTERPRISE AND ENABLE EACH STUDENT TO LEARN, GROW, AND DEVELOP WHILE HERE AT POMONA. FORM 990, PART III, LINE 4D Other-Public Service, Institutional Support, Academic Support: IN ORDER TO FACILITATE OUR PRIMARY PROGRAM SERVICE OF INSTRUCTION AND RESEARCH, POMONA COLLEGE PROVIDES INSTITUTIONAL SUPPORT THROUGH OUR BUSINESS OFFICE, ALUMNI RELATIONS, INFORMATION TECHNOLOGIES, COMMUNICATIONS, MAJOR GIFTS/GIVING AND STAFF EDUCATIONAL SUPPORT TO KEEP OUR STAFF INFORMED OF NEW AND DEVELOPING WAYS TO ADVANCE OUR PRIMARY MISSION. POMONA'S ACADEMIC SUPPORT RESOURCES OFFER EXPERT PEER INSTRUCTION TO HELP DEVELOP STRATEGIC LEARNING SKILLS, ASSIST IN ACHIEVING PERSONAL INTELLECTUAL POTENTIAL, AND PROMOTE LEADERSHIP AND SERVICE LEARNING OPPORTUNITIES THROUGH THE PEER FELLOWS PROGRAM. ACADEMIC SUPPORT CENTERS INCLUDE THE WRITING CENTER, THE QUANTITATIVE SKILLS CENTER, THE FOREIGN LANGUAGE RESOURCE CENTER AND THE LEARNING FELLOWS PROGRAM. THE HONNOLD/MUDD LIBRARY PARTNERS WITH POMONA COLLEGE AS WELL AS THE OTHER CLAREMONT COLLEGES IN SUPPORTING LEARNING, TEACHING, AND RESEARCH. THE LIBRARY TIES THE ACADEMIC COMMUNITY TO VARIED CULTURAL AND SCHOLARLY TRADITIONS BY OFFERING USER-CENTERED SERVICES, BUILDING COLLECTIONS, DEVELOPING INNOVATIVE TECHNOLOGIES, AND PROVIDING AN INVITING ENVIRONMENT FOR STUDY, COLLABORATION, AND REFLECTION. THE LIBRARY'S GENERAL COLLECTIONS INCLUDE NEARLY 2 MILLION VOLUMES. THE LIBRARY ALSO HAS EXTENSIVE HOLDINGS OF JOURNALS, MAGAZINES, AND NEWSPAPERS, PROVIDING ACCESS TO ARTICLES IN OVER 70,000 PERIODICALS. TEACHING FROM ORIGINAL WORKS OF ART IS CENTRAL TO THE MISSION AT THE POMONA COLLEGE MUSEUM OF ART. THROUGHOUT THE ACADEMIC YEAR THE MUSEUM OFFERS A VARIETY OF EDUCATIONAL PROGRAMS HIGHLIGHTING THE EXHIBITIONS AND COLLECTIONS OF THE MUSEUM AND CONNECTING OUR STUDENTS WITH THE ARTS AND CONCERNS OF OUR TIME. POMONA COLLEGE FACULTY USES THE MUSEUM, ITS EXHIBITIONS, AND ITS COLLECTIONS AS A RESOURCE FOR TEACHING, AND AS A SUBJECT FOR RESEARCH AND WRITING. THE DRAPER CENTER FOR COMMUNITY PARTNERSHIPS IS THE COLLEGE'S MAIN AVENUE FOR FOSTERING MUTUALLY BENEFICIAL EXCHANGES AMONG COMMUNITY MEMBERS, STUDENTS, FACULTY AND STAFF IN ORDER TO SUPPORT EDUCATIONAL OUTREACH INITIATIVES, COMMUNITY-BASED RESEARCH AND LEARNING, AND OTHER COMMUNITY ENGAGEMENT ACTIVITIES. STUDENTS CAN EXPLORE AN ASSORTMENT OF COMMUNITY AND VOLUNTEER OPPORTUNITIES THROUGH THE DRAPER CENTER, INCLUDING COLLABORATIVE THEATRE WITH LOCAL MIDDLE-SCHOOL STUDENTS, FOOD RESCUE FOR LOCAL SHELTERS, EDUCATIONAL OUTREACH, VOLUNTEERING DURING SPRING BREAK AND TAKING CLASSES WITH COMMUNITY COLLABORATION. WITH LOCAL MIDDLE-SCHOOL STUDENTS, FOOD RESCUE FOR LOCAL SHELTERS, EDUCATIONAL OUTREACH, VOLUNTEERING DURING SPRING BREAK AND TAKING CLASSES WITH COMMUNITY COLLABORATION. |
| REVIEW OF FORM 990 | FORM 990, PART VI, SECTION B, LINE 11 THE INFORMATIONAL RETURN IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND IS INITIALLY REVIEWED BY THE ASST VICE PRESIDENT/ASSOC TREASURER. AFTER PRELIMINARY REVIEW BY THE ASST VICE PRESIDENT/ASSOC TREASURER, THE RETURN IS REVIEWED AT THE AUDIT COMMITTEE MEETING. THE RETURN IS THEN PROVIDED TO THE FULL BOARD FOR REVIEW PRIOR TO ELECTRONIC FILING. |
| CONFLICT OF INTEREST | FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF TRUSTEES ("THE BOARD") OF POMONA COLLEGE HAS INCORPORATED ITS CODE OF CONDUCT AND CONFLICT OF INTEREST POLICIES INTO ITS BYLAWS. THE AUDIT COMMITTEE ("THE COMMITTEE") OF THE BOARD MONITORS ENFORCEMENT OF AND COMPLIANCE WITH THE CODE AND THE POLICIES, AND REPORTS THE RESULTS THEREOF TO THE BOARD. THE COMMITTEE MONITORS COMPLIANCE BY MEANS OF AN ANNUAL CODE OF CONDUCT QUESTIONNAIRE. IN MAY, THE COLLEGE DISTRIBUTES THE QUESTIONNAIRE TO ALL TRUSTEES, OFFICERS, FACULTY PROGRAM COORDINATORS AND DEPARTMENT CHAIRS AND STAFF AT THE DIRECTOR LEVEL AND ABOVE. THE PRESIDENT'S OFFICE COLLECTS THE COMPLETED QUESTIONNAIRES AND COMPILES THE RESULTS, INCLUDING IDENTIFYING NEGATIVE RESPONSES AND ACCOMPANYING EXPLANATIONS. IN OCTOBER, AN EXECUTIVE SUMMARY OF THE RESULTS ARE PROVIDED TO THE COMMITTEE, AND THE COMMITTEE REPORTS THOSE RESULTS TO THE BOARD. HOWEVER, THROUGHOUT THE ANNUAL QUESTIONNAIRE DISTRIBUTION, COLLECTION AND COMPILATION PROCESS, ANY URGENT AND HERETOFORE UNKNOWN MATTERS IDENTIFIED BY QUESTIONNAIRE RESPONDENTS ARE ESCALATED IMMEDIATELY TO THE APPROPRIATE MEMBERS OF THE BOARD AND MANAGEMENT. |
| PROCESS OF DETERMINING COMPENSATION | FORM 990, PART VI, SECTION B, LINE 15A and 15B THE COLLEGE HAS IMPLEMENTED PROCEDURES TO FAIRLY COMPENSATE EMPLOYEES OF THE COLLEGE AND PROVIDE AN APPROPRIATE PROCESS FOR SETTING AND APPROVING REASONABLE LEVELS OF COMPENSATION FOR INDIVIDUALS WHO ARE IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER THE AFFAIRS OF THE COLLEGE, SUCH AS THE PRESIDENT, VP CHIEF INFORMATION OFFICER, TREASURER, DEAN OF FACULTY, DEAN OF STUDENTS, VP DEAN OF ADMISSIONS, VP ADVANCEMENT, ASSISTANT VP FACILITES/CAMPUS SERVICES, ASSISTANT VP/ASSOC TREASURER AND PROFESSORS CONSIDERED AS KEY EMPLOYEES. THESE PROCEDURES PROVIDE FOR REVIEW AND APPROVAL BY THE EXECUTIVE COMMITTEE CONSISTING OF INDEPENDENT TRUSTEES, USE OF COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. THE EXECUTIVE COMMITTEE OF THE BOARD, ACTING AS THE COMPENSATION COMMITTEE, UTILIZES BENCHMARK SALARY DATA FROM COMPARABLE HIGHER EDUCATION INSTITUTION GROUPS FOR EXECUTIVE MANAGEMENT POSITIONS. THE INITIAL PROCESS IN DETERMINING COMPENSATION LEVELS CONSISTS OF GATHERING COMPENSATION DATA OF PEER GROUP INSTITUTIONS, WHICH IS AVAILABLE FROM SUBSCRIBED SURVEY DATA SOURCES. THE SALARY MEDIANS OF THE COMPARABLE EDUCATION INSTITUTION GROUPS WILL INFORM THE COMMITTEE AND BE USED AS GUIDES. THE COMMITTEE WILL ALSO REVIEW SALARY IN RELATION TO LOCAL AND NATIONAL INFLATION MEASURES, INDIVIDUAL PERFORMANCE, AS EVIDENCED BY THE ANNUAL WRITTEN PERFORMANCE EVALUATIONS, AND THE INDIVIDUAL'S LENGTH OF SERVICE IN THE POSITION. SALARY INCREASE RECOMMENDATIONS ARE APPROVED BY THIS COMMITTEE DURING THE MAY BOARD OF TRUSTEES REGULAR MEETING. THE MINUTES INCLUDE THE TERMS OF THE TRANSACTIONS AND THE DATE APPROVED, THE MEMBERS OF THE COMMITTEE PRESENT FOR THE DELIBERATIONS AND WHO VOTED, AND THE DESCRIPTION OF THE COMPARABILITY DATA OBTAINED AND HOW IT WAS OBTAINED. THIS PROCESS WAS LAST UNDERTAKEN AND COMPLETED FOR ALL EXECUTIVE POSITIONS IN MAY 2016. |
| DISCLOSURE OF DOCUMENTS | FORM 990, PART VI, SECTION C, LINE 19 THE POLICY OF POMONA COLLEGE IS TO MAKE ITS GOVERNING DOCUMENTS, INCLUDING THE ARTICLES OF INCORPORATION AND BYLAWS, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC WHEN REQUESTED. |
| OTHER CHANGES IN NET ASSETS | FORM 990, PART XI, LINE 9 Changes in actuarially determined gift liabilities $ (6,988,529) Transfer for Staff Retirement Plan (799,416) --------------- Total Change: $ (7,787,945) |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLAREMONT UNIVERSITY CONSORTIUM | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 S MILLS AVE | AddressLine1Txt |
| City | CLAREMONT | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954786748 | EIN |
| Primary Activities | SUPPORT UNIV | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 11A | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | false | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|
| Charitable Remainder Trust (112) | ||||
| CRT | CA | NA | Trust | Yes (true) |
| Pooled Income Fund (2) | ||||
| Pooled Interest | CA | NA | Trust | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | Yes (true) | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| CHARITABLE REMAINDER TRUSTS | ||
| c | $1,092,603 | CASH & STOCK |
| CHARITABLE GIFT ANNUITIES | ||
| c | $8,631,184 | CASH & STOCK |