2017-06-07T16:22:32-05:00 2016-06-30 KPMG LLP 550 S Hope St Suite 1500 Los Angeles CA 90071 990 2015-07-01 951664112 POMONA COLLEGE % MARY LOU WOODS POMO 9096218135 550 N COLLEGE AVENUE CLAREMONT CA 917114434 DAVID OXTOBY ASST VP/ASSOC TREAS 9096218135 2017-05-11 true Carey McKee P01281067 2139724000 2017-06-07 2015 2021-01-29 14:40:06Z X DAVID OXTOBY 550 N COLLEGE AVENUE CLAREMONT CA 917114434 1074655491 false X WWW.POMONA.EDU X 1887 CA 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. 38 37 2885 948 -5966922 -7418797 21799239 43372815 98667547 103960081 159332933 87055742 1237179 1618669 281036898 236007307 38157975 38481044 0 0 81742036 85834431 23279 79842 10443223 78416427 84611274 198339717 209006591 82697181 27000716 2818942000 2706885810 317774802 330998177 2501167198 2375887633 X 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) false false 105747410 38481044 101672998 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 27753257 318206 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 21370221 933016 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. 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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. X X X X false false false 2098703679 30394700 -61712701 38481044 39127776 4846222 1984930636 2101460736 5616516 72807561 37208521 39359128 4613485 2098703679 1823441482 17608574 332505986 33971825 33293045 4830436 2101460736 1679640364 5995664 206443561 31394399 33123286 4120422 1823441482 1700454506 11291840 32915985 29014695 31509422 4497850 1679640364 0.43710 0.17010 0.39280 true false 7979867 7979867 523750292 149716665 374033627 14603416 9502933 5100483 15747399 9513781 6233618 393347595 US EQUITY 288419549 F NON US EQUITY 223118897 F EMERGING MARKETS 168484643 F FIXED INCOME 227326198 F VENTURE CAPITAL 286582939 F PRIVATE EQUITY 117674227 F ABSOLUTE RETURN 385889650 F REAL ASSETS 134642112 F OTHER 12866470 F 1845004685 0 LIFE INCOME ANNUITIES PAYABLE 86962217 FUNDS HELD IN TRUST FOR OTHERS 12525279 GOV'T STUDENT LOAN ADVANCES 2628225 CAPITAL LEASE OBLIGATION 1909230 ASSET RETIREMENT LIABILITY 1392090 105417041 X 40463644 -144492336 -7347256 -151839592 192303236 5223027 38481044 43704071 236007307 165743548 441028 441028 165302520 5223027 38481044 43704071 209006591 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 true true true true true true true false false false false false false false false true false true 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. true Sub-Saharan Africa Grantmaking FINANCIAL AID 1000 East Asia and the Pacific Grantmaking FINANCIAL AID 5314 Central America and the Caribbean Grantmaking FINANCIAL AID 60270 Europe (Including Iceland and Greenland) Grantmaking FINANCIAL AID 26969 Middle East and North Africa Grantmaking FINANCIAL AID 8767 Russia and the Newly Independent States Grantmaking FINANCIAL AID 3000 South Asia Program Services STUDY ABROAD DIR EXP 7393 East Asia and the Pacific Program Services STUDY ABROAD DIR EXP 623586 Central America and the Caribbean Program Services STUDY ABROAD DIR EXP 133791 Europe (Including Iceland and Greenland) 2 Program Services STUDY ABROAD DIR EXP 3338717 Middle East and North Africa Program Services STUDY ABROAD DIR EXP 64714 South America Program Services STUDY ABROAD DIR EXP 254352 Russia and the Newly Independent States Program Services STUDY ABROAD DIR EXP 1375 Sub-Saharan Africa Program Services STUDY ABROAD DIR EXP 226023 Sub-Saharan Africa Program Services STUDY ABROAD OTHER EXP 34820 East Asia and the Pacific Program Services STUDY ABROAD OTHER EXP 141394 Central America and the Caribbean Program Services STUDY ABROAD OTHER EXP 7542 Europe (Including Iceland and Greenland) Program Services STUDY ABROAD OTHER EXP 470932 Middle East and North Africa Program Services STUDY ABROAD OTHER EXP 10581 Russia and the Newly Independent States Program Services STUDY ABROAD OTHER EXP 7905 South America Program Services STUDY ABROAD OTHER EXP 25268 South Asia Program Services STUDY ABROAD OTHER EXP 5377 2 2 4939027 520063 5459090 FINANCIAL AID Sub-Saharan Africa 1 1000 Credit N/A N/A FINANCIAL AID East Asia and the Pacific 4 5314 Credit N/A N/A FINANCIAL AID Central America and the Caribbean 1 60270 Credit N/A N/A FINANCIAL AID Europe (Including Iceland and Greenland) 18 26969 Credit N/A N/A FINANCIAL AID Middle East and North Africa 1 8767 Credit N/A N/A FINANCIAL AID South America 1 3000 Credit N/A N/A true false false true true false 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. true MARTS LUNDY INC 1200 WALL STREET WEST LYNDHURST NJ 07071 DESIGN CAMPAIGN false 79842 79842 CA PART I, LINE 2B, COLUMN (I) MARTS & LUNDY, INC. 1200 WALL STREET WEST LYNDHURST, NJ 07071 true INST. AID & GRANTS TO STUDENTS OF POMONA COLLEGE 937 38137464 N/A N/A OTHER GRANTS AND AWARDS GIVEN TO STUDENTS 386 238260 N/A N/A PROCEDURES FOR MONITORING GRANT FUNDS 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. X X true true X X X false false false false false false false false false DAVID W OXTOBY PRESIDENT 471009 0 0 0 42000 0 32293 0 69882 0 615184 0 0 0 PAMELA BESNARD VP OF ADVANCEMENT 262567 0 0 0 42000 0 32214 0 31612 0 368393 0 0 0 TERESA SHAW SECRETARY TO BOARD; PRES ASST 129410 0 0 0 16500 0 15381 0 5851 0 167142 0 0 0 KAREN SISSON VP TREASURER 269830 0 0 0 24000 0 30935 0 22200 0 346965 0 0 0 MIRIAM FELDBLUM VP DEAN OF STUDENTS 213701 0 0 0 5319 0 23511 0 34695 0 277226 0 0 0 CHRISTOPHER ALLEN VP DEAN OF ADMISSIONS 207028 0 0 0 36000 0 27334 0 13575 0 283937 0 0 0 ELIZABETH CRIGHTON INT. COLLEGE DEAN(THRU 7/1/15) 240617 0 0 0 42000 0 30571 0 52503 0 365691 0 0 0 DANA WOOD ASST TREASURER 120257 0 0 0 6456 0 13260 0 11685 0 151658 0 0 0 RICHARD FASS VP PLANNING OFFC (THRU 1/1/16) 110227 0 0 0 20500 0 14610 0 33067 0 178404 0 0 0 MARYLOU FERRY VP OF COMMUNICATIONS 177000 0 0 0 24000 0 21930 0 582 0 223512 0 0 0 ROBERT ROBINSON ASST VP OF FACILITIES 193525 0 0 0 0 0 21918 0 22200 0 237643 0 0 0 MARY LOU WOODS ASST VP/ASSOC TREAS 188877 0 0 0 0 0 21360 0 22200 0 232437 0 0 0 GARY SMITH PROFESSOR 256157 0 0 0 0 0 29629 0 21243 0 307029 0 0 0 GARY KATES PROFESSOR 195257 0 0 0 35500 0 26598 0 27468 0 284823 0 0 0 ELEANOR BROWN PROFESSOR 191429 0 0 0 42000 0 26014 0 6989 0 266432 0 0 0 KEN PFLUEGER CIO EXECUTIVE DIRECTOR 208482 0 0 0 0 0 22958 0 6540 0 237980 0 0 0 KIM BRUCE PROFESSOR 197692 0 0 0 0 0 21780 0 11578 0 231050 0 0 0 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. A CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY 521705592 130175W99 2005-02-04 41879739 CAMPUS FAC, ISS. COST & REFUNDING false false false B CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY 521705592 130178NN2 2008-06-26 59475000 EDUC FAC & COSTS OF ISS. OF BOND false false false C CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY 521705592 130178SE7 2009-04-20 62290000 EDUC FAC & PARTIAL REFUNDING false false false D CALIFORNIA EDUCATIONAL FACILITIES AUTHORITY 521705592 130178B88 2011-07-12 7914174 REFUNDING OF REMAINING 2001 BONDS false false false A 0 0 42565205 0 0 0 576345 0 0 25785275 16203585 0 2008 false true true true B 0 0 64248356 0 0 0 739587 0 0 63508769 0 0 2011 false false true true C 0 0 67960259 0 0 0 888077 0 0 0 67072182 0 2011 true true true true D 5975000 0 8034728 0 0 0 158283 0 0 0 7876445 0 2011 false true true true A false false false false 0 false false false true B false false false false 0 false false false true C false false false false 0 false false false true D false false false false 0 false false false true A false false false true false false 0 true AIG 3.8 true true true B true false false 0 true FSA 3.2 true false true C false false false true false false 0 false 0 false true D false false true false false false 0 false 0 false true A true B true C true D true 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. A CALIFORNIA MUNICIPAL FINANCE AUTHORITY 201563466 000000000 2014-06-26 24937500 NEW CONSTRUCTION false false false A 0 0 24937500 0 0 0 0 0 0 14000000 0 10937500 2015 false false false true A false false false false 0 false false false true A false true false false 0 false 0 false true A true ROBERT ROBINSON KEY EMPLOYEE RELOCATION LOANS X 550000 454824 false true true GARY KATES HIGHEST COMP EMP RELOCATION LOANS X 555000 452235 false true true CHRISTOPHER ALLEN OFFICER RELOCATION LOANS X 398050 348008 false true true PAMELA BESNARD OFFICER RELOCATION LOANS X 555000 516821 false true true 1771888 CLAIRE OXTOBY WIFE OF PRESIDENT 54742 SALARY AND BENEFITS false X 9 None X 89 1416891 Avg Mkt Dontn Date X 1 1283040 Appraisal 10 false true true 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. 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) CLAREMONT UNIVERSITY CONSORTIUM 100 S MILLS AVE CLAREMONT CA 91711 954786748 SUPPORT UNIV CA 501(C)(3) 11A NA false Charitable Remainder Trust (112) CRT CA NA Trust true Pooled Income Fund (2) Pooled Interest CA NA Trust true false false true false false false true false false false true true true false false true true true false CHARITABLE REMAINDER TRUSTS c 1092603 CASH & STOCK CHARITABLE GIFT ANNUITIES c 8631184 CASH & STOCK