OCCIDENTAL COLLEGE: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- OCCIDENTAL COLLEGE (EIN 95-1667177)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-12
- IRS object ID
- 201721329349306747
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-12T17:10:39-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3121 W MARCH LN STE 200 | AddressLine1Txt |
| City | STOCKTON | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 952192367 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951667177 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OCCIDENTAL COLLEGE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OCCI | BusinessNameControlTxt |
| Phone | 3232591417 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 CAMPUS ROAD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90041 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AMOS R HIMMELSTEIN | PersonNm |
| Person Title | VP AND COO | PersonTitleTxt |
| Phone | 3232591417 | PhoneNum |
| Signature | 2017-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TRACY S PAGLIA | PreparerPersonNm |
| PTIN | P00366884 | PTIN |
| Phone | 2099556100 | PhoneNum |
| Preparation | 2017-05-10 | 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) |
|---|---|---|
| Principal Officer | JONATHAN VEITCH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 CAMPUS ROAD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90041 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $381,904,943 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OXY.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1887 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE STUDENTS WITH A TOTAL EDUCATIONAL EXPERIENCE OF THE HIGHEST QUALITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 47 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 44 | VotingMembersIndependentCnt |
| Total Employee | 2652 | TotalEmployeeCnt |
| Total Volunteers | 616 | TotalVolunteersCnt |
| Total Gross UBI | -$696,259 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$1,606,660 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $29,189,014 | PYContributionsGrantsAmt |
| CY Contributions Grants | $20,725,038 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $127,022,092 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $130,797,266 | CYProgramServiceRevenueAmt |
| PY Investment Income | $26,425,182 | PYInvestmentIncomeAmt |
| CY Investment Income | $10,771,079 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $182,636,288 | PYTotalRevenueAmt |
| CY Total Revenue | $162,293,383 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $41,932,946 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $43,871,836 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $66,108,862 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $69,216,780 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $89,504 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $7,882,380 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $48,560,332 | PYOtherExpensesAmt |
| CY Other Expenses | $56,799,770 | CYOtherExpensesAmt |
| PY Total Expenses | $156,602,140 | PYTotalExpensesAmt |
| CY Total Expenses | $169,977,890 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $26,034,148 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$7,684,507 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $699,558,723 | TotalAssetsBOYAmt |
| Total Assets EOY | $674,652,603 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $138,125,858 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $140,833,577 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $561,432,865 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $533,819,026 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE OTHE MISSION OF OCCIDENTAL COLLEGE IS TO PROVIDE A GIFTED AND DIVERSE GROUP OF STUDENTS WITH A TOTAL EDUCATIONAL EXPERIENCE OF THE HIGHEST QUALITY - ONE THAT PREPARES THEM FOR LEADERSHIP IN AN INCREASINGLY COMPLEX, INTERDEPENDENT AND PLURALISTIC WORLD. THE DISTINCTIVE INTERDISCIPLINARY AND MULTICULTURAL FOCUS OF THE COLLEGE'S ACADEMIC PROGRAM SEEKS TO FOSTER BOTH THE FULFILLMENT OF INDIVIDUAL ASPIRATIONS AND A DEEPLY ROOTED COMMITMENT TO THE PUBLIC GOOD. THIS MISSION IS ANCHORED BY FOUR CORNERSTONES: EXCELLENCE, EQUITY, COMMUNITY AND SERVICE. THESE BUILDING BLOCKS, IN ONE FORM OR ANOTHER, HAVE LONG BEEN THE BASIS FOR THE COLLEGE'S COMMITMENT TO PROVIDING RESPONSIBLE LEADERS AND CITIZENS FOR OUR DEMOCRATIC SOCIETY. CHOOSING THEM TO SUPPORT THE FUTURE HELPS TO ENSURE THAT THE COLLEGE REMAINS TRUE TO ITS MISSION WHILE ADAPTING TO A CHANGING WORLD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $96,235,237 | ExpenseAmt |
| Grant | $43,081,164 | GrantAmt |
| Revenue | $103,206,366 | RevenueAmt |
| Desc | SEE SCHEDULE OACADEMIC PROGRAM: FOUNDED IN 1887, OCCIDENTAL COLLEGE WAS ONE OF THE FIRST LIBERAL ARTS COLLEGES IN CALIFORNIA AND TODAY IS ONE OF THE COUNTRY'S FEW LIBERAL ARTS COLLEGES IN AN URBAN SETTING. OCCIDENTAL OFFERS UNDERGRADUATE DEGREES IN A WIDE RANGE OF DISCIPLINES AND A MASTER'S DEGREE IN MARINE BIOLOGY. ITS 2,062 STUDENTS, DRAWN FROM AROUND THE WORLD, CHOOSE FROM 43 MAJORS AND MINORS TAUGHT BY 179 FULL-TIME AND 97 PART-TIME FACULTY. COURSE WORK IS INTEGRATED WITH OPPORTUNITIES FOR INDEPENDENT STUDY, ONE OF THE COUNTRY'S TOP UNDERGRADUATE RESEARCH PROGRAMS, STUDY IN DOZENS OF FOREIGN COUNTRIES, AND PARTICIPATION IN ONE OF THE COUNTRY'S FEW UNITED NATIONS PROGRAMS FOR UNDERGRADUATES. OCCIDENTAL HAS EXCHANGE, JOINT DEGREE, OR CROSS-REGISTRATION PROGRAMS WITH CALTECH, ART CENTER COLLEGE OF DESIGN, COLUMBIA UNIVERSITY, AND KECK GRADUATE INSTITUTE. SINCE WINNING ITS FIRST RHODES SCHOLARSHIP IN 1907, OCCIDENTAL HAS CONSISTENTLY WON NATIONAL AND INTERNATIONAL RECOGNITION FOR ACADEMIC ACHIEVEMENT.DEDICATED TO EXCELLENCE AND EQUITY, OCCIDENTAL ALSO IS ONE OF THECOUNTRY'S MOST ECONOMICALLY DIVERSE CAMPUSES, ACCORDING TO THENEW YORK TIMES. SOME 70 PERCENT OF OXY STUDENTS RECEIVE SOMEFORM OF FINANCIAL AID; 20 PERCENT ARE PELL GRANT RECIPIENTS; AND 15PERCENT ARE THE FIRST IN THEIR FAMILY TO ATTEND COLLEGE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $43,923,599 | ExpenseAmt |
| Grant | $284,573 | GrantAmt |
| Revenue | $26,106,242 | RevenueAmt |
| Desc | SEE SCHEDULE OCO-CURRICULAR PROGRAM: OCCIDENTAL OFFERS A WIDE RANGE OF CO-CURRICULAR PROGRAMS, FROM THE STUDENT-RUN BLYTH FUND, WHICH OVERSEES A SIX-FIGURE INVESTMENT FUND THAT MAKES UP PART OF THE COLLEGE'S ENDOWMENT, TO THE OXYPRENEURSHIP PROGRAM, WHICH IS NOW IN THE PROCESS OF ORGANIZING OCCIDENTAL'S SECOND TEDX CONFERENCE. THERE ARE MORE THAN 100 STUDENT CLUBS AND ORGANIZATIONS, AS WELL AS AN ONLINE RADIO STATION, WEEKLY NEWSPAPER AND LITERARY MAGAZINE. AS ONE OF THE FOUNDERS OF INTERCOLLEGIATE ATHLETICS IN SOUTHERN CALIFORNIA, OCCIDENTAL OFFERS 21 VARSITY SPORTS FOR MEN AND WOMEN, AS WELL AS SIX CLUB SPORTS AND FIVE INTRAMURAL PROGRAMS FOR MEN AND WOMEN. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,904,276 | ExpenseAmt |
| Grant | $506,099 | GrantAmt |
| Revenue | $536,928 | RevenueAmt |
| Desc | SEE SCHEDULE OPUBLIC SERVICE: OCCIDENTAL IS RECOGNIZED AS A COMMUNITY ENGAGEMENT INSTITUTION BY THE CARNEGIE FOUNDATION FOR THE ADVANCEMENT OF TEACHING AND HAS REPEATEDLY BEEN NAMED TO THE PRESIDENT'S HIGHER EDUCATION COMMUNITY SERVICE HONOR ROLL FOR ITS EXEMPLARY SERVICE EFFORTS. OCCIDENTAL'S TRADITION OF COMMUNITY OUTREACH DATES BACK TO 1963, WHEN THE COLLEGE'S COMMUNITY LITERACY CENTER WAS FOUNDED TO PROVIDE ONE-ON-ONE READING AND WRITING INSTRUCTION FOR LOCAL K-6 CHILDREN. IT ALSO IS HOME TO ONE OF CALIFORNIA'S OLDEST AND LARGEST UPWARD BOUND PROGRAMS FOR DISADVANTAGED HIGH SCHOOL YOUTH. OCCIDENTAL HAS INTEGRATED COMMUNITY ENGAGEMENT INTO ITS CURRICULUM, TAKING ADVANTAGE OF ITS LOCATION IN LOS ANGELES. THREE LINKED PROGRAMS - THE OFFICE FOR COMMUNITY ENGAGEMENT, THE CENTER FOR COMMUNITY BASED LEARNING, AND UEPI - CONNECT CURRICULUM, CO-CURRICULAR ACTIVITIES, AND RESEARCH AND COMMUNITY-BASED EFFORTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $145,063,112 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | Yes (1) | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 3020 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2652 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 0 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 47 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 44 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BARBARA VALIENTE | PersonNm |
| Phone | 3232591417 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1600 CAMPUS ROAD | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90041 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (60 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| JONATHAN VEITCH | ||||||||
| PRESIDENT | 50.00 | Yes (X) | Yes (X) | $610,183 | $0 | $301,065 | ||
| PATRICIA LEBRE ALIREZA | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| DAVID H ANDERSON | ||||||||
| TRUSTEE | 2.50 | Yes (X) | $0 | $0 | $0 | |||
| CARL A BALLTON | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| DAVID W BERKUS | ||||||||
| VICE CHAIR | 2.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| COIT BLACKER | ||||||||
| TRUSTEE | 2.50 | Yes (X) | $0 | $0 | $0 | |||
| JOHN G BRANCA | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| EILEEN ANISGARTEN BROWN | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER C CALKINS | ||||||||
| CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ANNE CANNON | ||||||||
| TRUSTEE | 2.50 | Yes (X) | $0 | $0 | $0 | |||
| JENNIFER CROSTHWAITE | ||||||||
| TRUSTEE (THRU 6/30/16) | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| BILL DAVIS | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| HECTOR DE LA TORRE | ||||||||
| TRUSTEE | 2.50 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN DIMARCO | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| GLORIA C DUFFY | ||||||||
| TRUSTEE | 2.50 | Yes (X) | $0 | $0 | $0 | |||
| LOUISE EDGERTON | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| JOHN R FARMER | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ALAN FREEMAN | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| CHARLES GOLD | ||||||||
| TRUSTEE (THRU 6/30/16) | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| DANIELLE GORDON | ||||||||
| EX-OFFICIO (THRU 6/30/16) | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| RONALD R HAHN | ||||||||
| VICE CHAIR | 2.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| FRED HAMEETMAN | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN F HINCHLIFFE | ||||||||
| VICE CHAIR (THRU 6/30/16) | 2.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ASAD JUMABHOY | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| GILES KEMP | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| NAOMI KURATA | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| CHARLENE CONRAD LIEBAU | ||||||||
| TRUSTEE (THRU 6/30/16) | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| GORDON MACINNES | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| SUSAN MALLORY | ||||||||
| VICE CHAIR | 2.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| STEVEN OLSON | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| VINCENT PADUA | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| JOAN A PAYDEN | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| ADAM PORTNOY | ||||||||
| TRUSTEE (THRU 6/30/16) | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| JOHN B POWER | ||||||||
| TRUSTEE | 2.50 | Yes (X) | $0 | $0 | $0 | |||
| STEVEN R ROBINSON | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN D ROUNTREE | ||||||||
| VICE CHAIR | 2.50 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| RICHARD RUGANI | ||||||||
| TRUSTEE | 2.50 | Yes (X) | $0 | $0 | $0 | |||
| JANETTE SADIK-KHAN | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| REID SAMUELSON | ||||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM SCHUTTE | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| CATHERINE YOUNG SELLECK | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| LESLIE TRIM | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| CHRISTOPHER VARELAS | ||||||||
| TRUSTEE | 2.50 | Yes (X) | $0 | $0 | $0 | |||
| DAVID BURCHAM | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| GRETA MANDELL | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| SOROOSH SHAMBAYATI | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| DENNIS COLLINS | ||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||
| JORGE GONZALEZ | ||||||||
| VP OF ACADEMIC AFFAIRS/DEAN | 50.00 | Yes (X) | $246,755 | $0 | $107,493 | |||
| BARBARA AVERY THRU 102015 | ||||||||
| VP OF STUDENT AFFAIRS/DEAN | 50.00 | Yes (X) | $341,286 | $0 | $65,227 | |||
| AMOS R HIMMELSTEIN | ||||||||
| VP & COO FINANCE, PLANNING AND OPS | 50.00 | Yes (X) | $271,797 | $0 | $75,717 | |||
| SHELBY RADCLIFFE | ||||||||
| VP OF INSTITUTIONAL ADVANCEMENT | 50.00 | Yes (X) | $208,151 | $0 | $34,131 | |||
| ROZITA AFAR THRU 102015 | ||||||||
| SECRETARY OF THE BOARD | 50.00 | Yes (X) | $173,779 | $0 | $37,001 | |||
| VINCENT CUSEO | ||||||||
| VP & DEAN OF ADMISS. & FIN AID | 50.00 | Yes (X) | $212,070 | $0 | $21,884 | |||
| LEORA FREEDMAN | ||||||||
| GEN COUNSEL & SECRETARY TO THE BOARD | 50.00 | Yes (X) | $176,955 | $0 | $58,918 | |||
| ERICA O'NEAL | ||||||||
| INTERIM DEAN OF STUDENTS | 50.00 | $156,259 | $0 | $24,271 | Yes (X) | |||
| PETER DREIER | ||||||||
| PROFESSOR | 50.00 | $173,180 | $0 | $39,176 | Yes (X) | |||
| JOHN SWIFT | ||||||||
| PROFESSOR | 50.00 | $177,760 | $0 | $40,330 | Yes (X) | |||
| DEREK SHEARER | ||||||||
| PROFESSOR | 50.00 | $205,442 | $0 | $36,954 | Yes (X) | |||
| ERIC FRANK | ||||||||
| PROFESSOR | 50.00 | $171,878 | $0 | $40,210 | Yes (X) | |||
| SANJEEV KHAGRAM | ||||||||
| PROFESSOR | 50.00 | $169,047 | $0 | $36,358 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,294,542 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $918,735 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 102 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| MESA ENERGY SYSTEMS | |||||
| 2 CROMWELL | IRVINE | CA | 92618 | COMMERCIAL HVAC CONTRACTORS | $5,661,501 |
| WE O'NEIL CONSTRUCTION CO FO CA | |||||
| 9485 HAVEN AVE | RANCHO CUCAMONGA | CA | 91730 | CONSTRUCTION & PROJECT MANAGEMENT | $2,270,676 |
| VANCREST CONSTRUCTION CORPORATION | |||||
| 7171 N FIGUEROA ST | LOS ANGELES | CA | 90042 | CONSTRUCTION AND PROJECT MANAGEMENT | $1,744,680 |
| MOULE & POLYZOIDES | |||||
| 180 E CALIFORNIA BLVD | PASADENA | CA | 91105 | ARCHITECTS AND URBANISTS | $879,093 |
| CAMBRIDGE ASSOCIATES LLC | |||||
| 125 HIGH STREET | BOSTON | CA | 02110 | INVESTMENT CONSULTING | $799,016 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 31 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $4,348,958 | GovernmentGrantsAmt |
| All Other Contributions | $16,376,080 | AllOtherContributionsAmt |
| Noncash Contributions | $4,865,454 | NoncashContributionsAmt |
| Total Contributions | $20,725,038 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| TUITION AND FEES | 900099 | $102,287,527 | $102,287,527 | |
| ROOM AND BOARD | 900099 | $22,592,434 | $22,592,434 | |
| CONFERENCES AND EVENTS | 900099 | $2,203,820 | $1,270,674 | $933,146 |
| BOOKSTORE | 900099 | $1,118,694 | $1,118,694 | |
| FOOD SERVICE | 900099 | $264,640 | $264,640 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,330,151 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,315,567 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $14,584 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $130,797,266 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,204,011 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$1,643,989 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,848,000 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $223,178,628 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $219,611,560 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,567,068 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,567,068 | TotalRevenueColumnAmt |
| Exclusion | $3,567,068 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $162,293,383 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $129,849,536 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$696,259 | UnrelatedBusinessRevenueAmt |
| Exclusion | $12,415,068 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $252,494 | TotalAmt |
| Program Services | $252,494 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,619,342 | TotalAmt |
| Program Services | $43,619,342 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,917,975 | TotalAmt |
| Program Services | $1,018,747 | ProgramServicesAmt |
| Management And General | $1,465,863 | ManagementAndGeneralAmt |
| Fundraising | $433,365 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $519,473 | TotalAmt |
| Program Services | $343,649 | ProgramServicesAmt |
| Management And General | $25,252 | ManagementAndGeneralAmt |
| Fundraising | $150,572 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,067,401 | TotalAmt |
| Program Services | $42,438,521 | ProgramServicesAmt |
| Management And General | $4,180,502 | ManagementAndGeneralAmt |
| Fundraising | $3,448,378 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,875,172 | TotalAmt |
| Program Services | $3,242,653 | ProgramServicesAmt |
| Management And General | $347,101 | ManagementAndGeneralAmt |
| Fundraising | $285,418 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,249,613 | TotalAmt |
| Program Services | $6,682,994 | ProgramServicesAmt |
| Management And General | $930,229 | ManagementAndGeneralAmt |
| Fundraising | $636,390 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,587,146 | TotalAmt |
| Program Services | $2,857,547 | ProgramServicesAmt |
| Management And General | $444,588 | ManagementAndGeneralAmt |
| Fundraising | $285,011 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $591,862 | TotalAmt |
| Program Services | $118,629 | ProgramServicesAmt |
| Management And General | $473,233 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,030 | TotalAmt |
| Management And General | $135,030 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,504 | TotalAmt |
| Fundraising | $89,504 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,054,048 | TotalAmt |
| Management And General | $5,054,048 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,806,779 | TotalAmt |
| Program Services | $3,927,647 | ProgramServicesAmt |
| Management And General | $767,902 | ManagementAndGeneralAmt |
| Fundraising | $1,111,230 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,902 | TotalAmt |
| Program Services | $70,627 | ProgramServicesAmt |
| Management And General | $44,507 | ManagementAndGeneralAmt |
| Fundraising | $9,768 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,119,949 | TotalAmt |
| Program Services | $3,358,149 | ProgramServicesAmt |
| Management And General | $216,881 | ManagementAndGeneralAmt |
| Fundraising | $544,919 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,001,174 | TotalAmt |
| Program Services | $1,787,452 | ProgramServicesAmt |
| Management And General | $188,586 | ManagementAndGeneralAmt |
| Fundraising | $25,136 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,372,965 | TotalAmt |
| Program Services | $2,837,654 | ProgramServicesAmt |
| Management And General | $535,311 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,742,575 | TotalAmt |
| Program Services | $1,418,723 | ProgramServicesAmt |
| Management And General | $131,791 | ManagementAndGeneralAmt |
| Fundraising | $192,061 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $323,993 | TotalAmt |
| Program Services | $207,935 | ProgramServicesAmt |
| Management And General | $63,406 | ManagementAndGeneralAmt |
| Fundraising | $52,652 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,021,864 | TotalAmt |
| Program Services | $3,674,994 | ProgramServicesAmt |
| Management And General | $346,870 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,329,050 | TotalAmt |
| Program Services | $7,861,579 | ProgramServicesAmt |
| Management And General | $356,817 | ManagementAndGeneralAmt |
| Fundraising | $110,654 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $551,177 | TotalAmt |
| Program Services | $99,842 | ProgramServicesAmt |
| Management And General | $451,335 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| COST OF SALES | $5,033,417 | $5,033,417 |
| LOSS ON ASSETS HELD IN | $4,084,221 | $4,084,221 |
| INTERNATIONAL PROGRAMS | $3,568,418 | $3,568,418 |
| LOSS ON BOND DEFEASANCE | $2,472,055 | $2,472,055 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,466,291 | TotalAmt |
| Program Services | $4,085,823 | ProgramServicesAmt |
| Management And General | $873,146 | ManagementAndGeneralAmt |
| Fundraising | $507,322 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,977,890 | TotalAmt |
| Program Services | $145,063,112 | ProgramServicesAmt |
| Management And General | $17,032,398 | ManagementAndGeneralAmt |
| Fundraising | $7,882,380 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,854,023 | BOYAmt |
| EOY | $3,472,554 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,661,711 | BOYAmt |
| EOY | $74,803,361 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,433,000 | BOYAmt |
| EOY | $6,596,123 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $289,215 | BOYAmt |
| EOY | $441,610 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $678,236 | BOYAmt |
| EOY | $643,919 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $398,120 | BOYAmt |
| EOY | $567,973 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $276,919,026 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $104,903,971 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $167,841,302 | BOYAmt |
| EOY | $172,015,055 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $345,305,037 | BOYAmt |
| EOY | $312,725,770 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,323,401 | BOYAmt |
| EOY | $69,306,265 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,690,752 | BOYAmt |
| EOY | $23,216,567 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,083,926 | BOYAmt |
| EOY | $10,863,406 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $699,558,723 | BOYAmt |
| EOY | $674,652,603 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,448,915 | BOYAmt |
| EOY | $13,471,093 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,074,490 | BOYAmt |
| EOY | $5,872,559 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,005,000 | BOYAmt |
| EOY | $88,375,000 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,167,567 | BOYAmt |
| EOY | $4,167,674 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $577,762 | BOYAmt |
| EOY | $547,056 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,852,124 | BOYAmt |
| EOY | $28,400,195 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $138,125,858 | BOYAmt |
| EOY | $140,833,577 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $180,119,740 | BOYAmt |
| EOY | $175,486,267 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $217,434,830 | BOYAmt |
| EOY | $187,745,957 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $163,878,295 | BOYAmt |
| EOY | $170,586,802 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $561,432,865 | BOYAmt |
| EOY | $533,819,026 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $699,558,723 | BOYAmt |
| EOY | $674,652,603 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$7,684,507 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$22,742,553 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $2,813,221 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,676,161 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,584,866 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,215,543 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,189,014 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,725,038 | CurrentTaxYearAmt |
| Total | $114,390,622 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $20,676,161 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,584,866 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $23,215,543 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $29,189,014 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $20,725,038 | CurrentTaxYearAmt |
| Total | $114,390,622 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $5,965,996 | SubstantialContributorsTotAmt |
| Public Support Total170 | $108,424,626 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,270,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,392,293 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,499,708 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,601,430 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,848,000 | CurrentTaxYearAmt |
| Total | $44,611,431 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $159,002,053 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $608,973,228 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.68190 | PublicSupportCY170Pct |
| Public Support PY170 | 0.67980 | 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 D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $0 | AssetsIncludedAmt |
Held Works Art HeldWorksArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $0 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $392,166,640 | BeginningYearBalanceAmt |
| Contributions | $13,935,888 | ContributionsAmt |
| Investment Earnings Or Losses | -$14,473,295 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $9,038,596 | GrantsOrScholarshipsAmt |
| Other Expenditures | $10,166,252 | OtherExpendituresAmt |
| Administrative Expenses | $743,895 | AdministrativeExpensesAmt |
| End Year Balance | $371,680,490 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $406,096,354 | BeginningYearBalanceAmt |
| Contributions | $8,406,887 | ContributionsAmt |
| Investment Earnings Or Losses | -$3,685,398 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,532,879 | GrantsOrScholarshipsAmt |
| Other Expenditures | $9,436,437 | OtherExpendituresAmt |
| Administrative Expenses | $681,887 | AdministrativeExpensesAmt |
| End Year Balance | $392,166,640 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $356,767,066 | BeginningYearBalanceAmt |
| Contributions | $6,409,801 | ContributionsAmt |
| Investment Earnings Or Losses | $61,690,736 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,611,065 | GrantsOrScholarshipsAmt |
| Other Expenditures | $9,588,959 | OtherExpendituresAmt |
| Administrative Expenses | $571,225 | AdministrativeExpensesAmt |
| End Year Balance | $406,096,354 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $330,719,886 | BeginningYearBalanceAmt |
| Contributions | $6,251,016 | ContributionsAmt |
| Investment Earnings Or Losses | $38,696,460 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,743,489 | GrantsOrScholarshipsAmt |
| Other Expenditures | $9,719,783 | OtherExpendituresAmt |
| Administrative Expenses | $437,024 | AdministrativeExpensesAmt |
| End Year Balance | $356,767,066 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $342,393,345 | BeginningYearBalanceAmt |
| Contributions | $9,543,320 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,860,378 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $8,444,692 | GrantsOrScholarshipsAmt |
| Other Expenditures | $9,437,903 | OtherExpendituresAmt |
| Administrative Expenses | $473,806 | AdministrativeExpensesAmt |
| End Year Balance | $330,719,886 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.18020 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.40050 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.41930 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,058,071 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $1,481,532 | OtherCostOrOtherBasisAmt |
| Book Value | $2,539,603 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $238,033,030 | OtherCostOrOtherBasisAmt |
| Depreciation | $88,004,031 | DepreciationAmt |
| Book Value | $150,028,999 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,645,051 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,556,073 | DepreciationAmt |
| Book Value | $5,088,978 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,916,654 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,343,867 | DepreciationAmt |
| Book Value | $5,572,787 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,784,688 | OtherCostOrOtherBasisAmt |
| Book Value | $8,784,688 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $172,015,055 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIVATE EQUITY & VENTURE CAPITAL | Desc |
| Book Value | $69,306,265 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $69,306,265 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ANNUITIES PAYABLE | $14,527,526 |
| BONDS PREMIUM, NET | $11,340,056 |
| ASSET RETIREMENT OBLIGATION | $2,532,613 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $28,400,195 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $88,492,730 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$22,742,553 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$6,556,276 | OtherRevenueAmt |
| Revenue Not Reported | -$29,298,829 | RevenueNotReportedAmt |
| Revenue Subtotal | $117,791,559 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $5,054,048 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $39,447,776 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $44,501,824 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $162,293,383 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $116,106,569 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $116,106,569 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $5,054,048 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $48,817,273 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $53,871,321 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $169,977,890 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 1A: | COLLECTIONS, SUCH AS RARE BOOKS AND WORKS OF ART, WHICH WERE ACQUIRED THROUGH PURCHASES AND CONTRIBUTIONS SINCE THE COLLEGE'S INCEPTION, ARE NOT RECOGNIZED AS ASSETS. THESE COLLECTIONS ARE HELD SOLELY FOR THEIR POTENTIAL EDUCATIONAL VALUE OR HISTORICAL SIGNIFICANCE. MANAGEMENT HAS DETERMINED THAT THE COST TO ESTABLISH THE CURRENT MARKET VALUE IS DEEMED TO EXCEED THE BENEFIT AND THEREFORE THE COLLECTIONS WERE NOT ASSIGNED A VALUE FOR THE PURPOSE OF CAPITALIZATION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED OR AS TEMPORARILY OR PERMANENTLY RESTRICTED NET ASSETS IF THE ASSETS USED TO PURCHASE THE ITEMS HAVE BEEN RESTRICTED BY DONORS. |
| PART III, LINE 4: | THE COLLEGE RECEIVED A SHELL COLLECTION TO BE USED FOR RESEARCH. THE COLLEGE MAINTAINS COLLECTIONS OF ART FOR DISPLAY AND EDUCATIONAL PURPOSES. |
| PART V, LINE 4: | THE COLLEGE'S ENDOWMENT FUNCTIONS TO SUPPORT STUDENT SCHOLARSHIPS, PROFESSORSHIPS, THE LIBRARY, VISITING SPEAKERS, AND OTHER GENERAL COLLEGE ACTIVITY. |
| PART X, LINE 2: | AS REQUIRED BY GAAP, THE COLLEGE HAS IDENTIFIED AND EVALUATED ITS SIGNIFICANT TAX POSITIONS AND HAS DETERMINED THAT THERE IS NO MATERIAL UNRECOGNIZED BENEFIT OR LIABILITY TO BE RECORDED. THERE ARE NO UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED JUNE 30, 2016 OR JUNE 30, 2015. THERE HAVE BEEN NO RELATED TAX PENALTIES OR INTEREST, WHICH WOULD BE CLASSIFIED AS A TAX EXPENSE IN THE STATEMENTS OF ACTIVITIES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | LOSS ON BOND DEFEASANCE -2,472,055. LOSS ON ASSETS HELD IN TRUST BY OTHERS -4,084,221. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | CHANGE IN FAIR VALUE OF ASSETS HELD IN TRUST BY OTHERS 354,386. ANNUITIES ADJUSTMENT -138,389. FINANCIAL AID 42,260,997. CHANGE IN STUDENT NOTES RECEIVABLE VALUE -1,385,229. NET INCOME FROM K-1'S -1,643,989. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | FINANCIAL AID 42,260,997. LOSS ON BOND DEFEASANCE 2,472,055. LOSS ON ASSETS HELD IN TRUST BY OTHERS 4,084,221. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | Yes (1) | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE COLLEGE ADVERTISES THE POLICY IN BROCHURES TO POTENTIAL STUDENTS AND ON THE COLLEGE'S WEBSITE. |
| SCHEDULE E, PART I, LINE 5 | GENERALLY, OCCIDENTAL COLLEGE AWARDS SCHOLARSHIPS AND OTHER FINANCIAL ASSISTANCE IN A WAY TO AFFIRM OUR MISSION, "TO PROVIDE A GIFTED AND DIVERSE GROUP OF STUDENTS WITH A TOTAL EDUCATIONAL EXPERIENCE OF THE HIGHEST QUALITY -- ONE THAT PREPARES THEM FOR LEADERSHIP IN AN INCREASINGLY COMPLEX, INTERDEPENDENT AND PLURALISTIC WORLD." IN PARTICULAR, THE ACHIEVEMENT AND OPPORTUNITY GRANT IS USED TO ENSURE THAT OUR STUDENT POPULATION MAINTAINS AS ETHNICALLY DIVERSE POPULATION AS POSSIBLE, AND IN THIS CASE, THE AWARD MIGHT BE USED TO MAKE IT POSSIBLE TO INCREASE THE ATTENDANCE OF STUDENTS OF COLOR. |
| SCHEDULE E, PART I, LINE 6 | OCCIDENTAL COLLEGE PARTICIPATES IN THE FEDERAL PELL GRANT, CAMPUS-BASED PROGRAMS (FEDERAL SUPPLEMENTAL OPPORTUNITY GRANT, FEDERAL WORK STUDY AND FEDERAL PERKINS LOAN PROGRAM) AND FEDERAL DIRECT LOAN AND PLUS LOAN PROGRAMS. IN ADDITION WE RECEIVE GRANTS FROM VARIOUS STATE GOVERNMENTS. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (3 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | INVESTMENTS | $67,088,331 |
| EUROPE (INCLUDING ICELAND AND GREENLAND) | 0 | 0 | INVESTMENTS | $5,755,941 |
| NORTH AMERICA (CANADA AND MEXICO) | 0 | 0 | INVESTMENTS | $14,473 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $72,858,745 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $72,858,745 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| WEST WIND CONSULTING | ||||||||
| 120 BRINDLEY ST SUITE 7 | ITHACA | NY | 14850 | IA CONSULTING | 0 | $0 | $84,266 | -$84,266 |
| ROBERT WEINER | ||||||||
| 591/2 MANCHESTER STREET | SAN FRANCISCO | CA | 94110 | IA CONSULTING | 0 | $0 | $5,238 | -$5,238 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $89,504 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$89,504 | TotalNetToOrganizationAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| CALIFORNIA FOOD POLICY ADVOCATES | |||||||
| 205 S BROADWAY STREET SUITE 402 | LOS ANGELES | CA | 90012 | 943163142 | 501(C)(3) | $36,908 | TO SUPPORT THE TRAINING OF LOCAL AGENCIES AND ORGANIZATIONS TO BUILD HEALTHY COMMUNITY SCHOOLS. TO AID IN IMPROVING THE DIVERSITY OF NUTRITIOUS FOODS WHILE REDUCING FAST FOOD ENTREES. TO ALSO IMPROVE THE EATING ENVIRONMENTS IN SCHOOLS IN THE LOS ANGELES, AND LONG BEACH AREA, BY ENGAGING PARENTS AND STUDENTS IN ADVOCACY EFFORTS, SHARING BEST PRACTICES AND EDUCATING DECISION-MAKERS. |
| COMMUNITY PARTNERS FOR LOS ANGELES FOOD POLICY COUNCIL | |||||||
| 200 N SPRING STREET SUITE 1725 | LOS ANGELES | CA | 90012 | 954302067 | 501(C)(3) | $15,000 | TO ASSIST IN DISTRIBUTING CONFERENCE INFORMATION, SEND OUT REMINDERS AND FOLLOW-UP OUTREACH TO INVITEES AND PRESENTERS. HANDLE THE REGISTRATION OF CONFERENCES, MANAGE THE INVITE LISTS, SEND CONFIRMATIONS, FOLLOW-UP ON INQUIRIES AND COMPILE THE MASTER LIST. |
| CLEAN WATER FUND | |||||||
| 198 BRIGHTON AVENUE | LONG BRANCH | NJ | 07740 | 521043444 | 501(C)(3) | $23,500 | TO SERVE AS A REGIONAL LEAD AND TO BE THE POINT PERSON FOR ORGANIZATIONS IN A PARTICULAR REGION, PROVIDE WRITTEN AND VERBAL UPDATES TO THE NATIONAL MOVING FORWARD NETWORK STAFF AND OTHER REPRESENTATIVES IN THE NETWORK, HELP FACILITATE ACTIVITIES AND PROGRAMS AT THE REGIONAL LEVEL TO BUILD CAPACITY OF LOCAL AND REGIONAL GROUPS, AND COORDINATE REGIONAL MEETINGS, AMONG OTHER TASKS. |
| DIESEL HEALTH PROJECT LLC | |||||||
| 714 MISSISSIPPI STREET | LAWRENCE | KS | 66044 | 471193993 | 501(C)(3) | $26,666 | LIAISON BETWEEN THE WORK HAPPENING AND THE REGION, AND NETWORK. GATHER INFORMATION FROM THE REGIONS ABOUT CAMPAIGNS AND PROJECTS OF THE NETWORK MEMBERS. ANALYZE THE PROJECTS, THEIR STATUS, IMPACTS. PROVIDE TECHNICAL ASSISTANCE, WRITTEN AND VERBAL UPDATES, CONVENE REGIONAL MEETINGS. IDENTIFY REGIONAL RESOURCES FOR TRAINING MATERIALS, ANALYSES, LEGAL BRIEFS, ENVIRONMENTAL STUDIES RECEIVED THROUGH FOIA OR OTHER STATE OPEN RECORD ACT REQUESTS. |
| ITSM USA LLC | |||||||
| 714 MISSISSIPPI STREET | LAWRENCE | KS | 66044 | 454535398 | $39,000 | SET UP THE CAMPAIGN WEBSITE, INTERNAL AND EXTERNAL SYSTEMS AND PROCESSES. MAINTAIN THE MFN WEBSITE, BLOG, AND INTERNAL RESOURCE SHARING SITES. PARTICIPATE IN ALL NETWORK CALLS AND EVENTS. PROVIDE TECHNICAL ASSISTANCE WITH ALL NETWORKS MEMBERS. | |
| TEXAS ENVIRONMENTAL JUSTICE ADVOCACY | |||||||
| 6731 HARRISBURG BLVD | HOUSTON | TX | 77011 | 020749601 | 501(C)(3) | $26,000 | TO SERVE AS A REGIONAL LEAD AND TO BE THE RESOURCE POINT PERSON FOR ORGANIZATIONS IN A PARTICULAR REGION, PROVIDE WRITTEN AND VERBAL UPDATES TO THE NATIONAL MOVING FORWARD NETWORK STAFF AND OTHER REPRESENTATIVES IN THE NETWORK, HELP FACILITATE ACTIVITIES AND PROGRAMS AT THE REGIONAL LEVEL TO BUILD CAPACITY OF LOCAL AND REGIONAL GROUPS, AND COORDINATE REGIONAL MEETINGS, AMONG OTHER TASKS. |
| ZAMLER PRODUCTIONS | |||||||
| 845 BALRA DRIVE | EL CERRITO | CA | 94530 | 014608443 | $11,950 | ASSIST IN IDENTIFYING DIGITAL RESOURCES, WORK WITH COMMUNICATIONS CONSULTANT, PROJECT STAFF, AND NETWORK MEMBERS TO CREATE AN ONLINE INTERACTIVE SITE THAT FEATURES VISUAL COMMUNITY STORIES. PROVIDE STORIES TO BE INTEGRATED WITH THE REPORTS, ARTICLES, AND REFERENCE MATERIALS TO BE USED BY THE NETWORK MEMBERS, POLICY MAKERS, FUNDERS, AND THE PUBLIC. ASSIST IN COMMUNICATION STRATEGIES FOR EXPANDING THE MOVEMENT AND HELPING SHAPE PUBLIC KNOWLEDGE ABOUT THE COMMUNITY, HEALTH, AND ENVIRONMENTAL IMPACTS FROM GLOBAL TRADE AND FREIGHT TRAFFIC. | |
| WEST OAKLAND ENVIRONMENTAL INDICATOR PROJECT | |||||||
| 349 MANDELA PARKWAY | OAKLAND | CA | 94607 | 202384563 | 501(C)(3) | $10,000 | TO PROVIDE WRITTEN AND VERBAL UPDATES TO THE NATIONAL STAFF AND OTHER REPRESENTATIVES IN THE NETWORK. IDENTIFY REGIONAL AND LOCAL INFORMATION NEEDS ADDRESSED BY THE MFN. PROVIDE TRAINING MATERIALS, ANALYSES, LEGAL BRIEFS, MODEL LEGISLATION, ENVIRONMENTAL STUDIES, AND DOCUMENTS RECEIVED THROUGH FOIA AND STATE OPEN RECORDS FOR THE REGION. |
| ESPERANZA COMMUNITY HOUSING CORP | |||||||
| 3655 S GRAND AVE 280 | LOS ANGELES | CA | 90007 | 954230354 | 501(C)(3) | $18,250 | TO ASSIST IN THE COMMUNITY HEALTH ENGAGEMENT PROGRAM AS A COMMUNITY PARTNER BY DEVELOPING AND DISSEMINATING AN APPROPRIATE INTERNSHIP DESCRIPTION TO COMMUNITY HEALTH WORKERS, TO SHARE RECCOMENDATIONS WITH THE COLLEGE ON QUALIFIED CANDIDATES AND TO IDENTIFY ONE REPRESENTATIVE TO LIASE WITH OCCIDENTAL STAFF THROUGHOUT THE TERM OF THIS PROJECT. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 7 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|
| SCHOLARSHIPS | 1530 | $42,260,997 |
| STUDY GRANTS | 488 | $958,629 |
| STIPENDS | 158 | $379,815 |
| PRIZES AND AWARDS | 61 | $19,900 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL GRANT AND CONTRACT ACTIVITY IS MONITORED TO ASSURE THAT IT IS IN COMPLIANCE WITH ALL APPLICABLE REGULATIONS. ALL EXPENDITURES ARE REVIEWED ON A WEEKLY BASIS FOR ALLOWABILITY. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (14 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JONATHAN VEITCH | ||||||||||||||
| PRESIDENT | $547,847 | $0 | $0 | $0 | $62,336 | $0 | $171,500 | $0 | $129,565 | $0 | $911,248 | $0 | $0 | $0 |
| JORGE GONZALEZ | ||||||||||||||
| VP OF ACADEMIC AFFAIRS/DEAN | $221,900 | $0 | $0 | $0 | $24,855 | $0 | $22,242 | $0 | $85,251 | $0 | $354,248 | $0 | $0 | $0 |
| BARBARA AVERY THRU 102015 | ||||||||||||||
| VP OF STUDENT AFFAIRS/DEAN | $162,231 | $0 | $0 | $0 | $179,055 | $0 | $19,485 | $0 | $45,742 | $0 | $406,513 | $0 | $0 | $0 |
| AMOS R HIMMELSTEIN | ||||||||||||||
| VP & COO FINANCE, PLANNING AND OPS | $271,797 | $0 | $0 | $0 | $0 | $0 | $26,500 | $0 | $49,217 | $0 | $347,514 | $0 | $0 | $0 |
| SHELBY RADCLIFFE | ||||||||||||||
| VP OF INSTITUTIONAL ADVANCEMENT | $202,332 | $0 | $0 | $0 | $5,819 | $0 | $20,503 | $0 | $13,628 | $0 | $242,282 | $0 | $0 | $0 |
| ROZITA AFAR THRU 102015 | ||||||||||||||
| SECRETARY OF THE BOARD | $87,328 | $0 | $0 | $0 | $86,451 | $0 | $11,394 | $0 | $25,607 | $0 | $210,780 | $0 | $0 | $0 |
| VINCENT CUSEO | ||||||||||||||
| VP & DEAN OF ADMISS. & FIN AID | $197,070 | $0 | $0 | $0 | $15,000 | $0 | $19,748 | $0 | $2,136 | $0 | $233,954 | $0 | $0 | $0 |
| LEORA FREEDMAN | ||||||||||||||
| GEN COUNSEL & SECRETARY TO THE BOARD | $176,955 | $0 | $0 | $0 | $0 | $0 | $19,000 | $0 | $39,918 | $0 | $235,873 | $0 | $0 | $0 |
| ERICA O'NEAL | ||||||||||||||
| INTERIM DEAN OF STUDENTS | $156,259 | $0 | $0 | $0 | $0 | $0 | $15,800 | $0 | $8,471 | $0 | $180,530 | $0 | $0 | $0 |
| PETER DREIER | ||||||||||||||
| PROFESSOR | $173,180 | $0 | $0 | $0 | $0 | $0 | $17,604 | $0 | $21,572 | $0 | $212,356 | $0 | $0 | $0 |
| JOHN SWIFT | ||||||||||||||
| PROFESSOR | $177,760 | $0 | $0 | $0 | $0 | $0 | $18,203 | $0 | $22,127 | $0 | $218,090 | $0 | $0 | $0 |
| DEREK SHEARER | ||||||||||||||
| PROFESSOR | $205,442 | $0 | $0 | $0 | $0 | $0 | $20,972 | $0 | $15,982 | $0 | $242,396 | $0 | $0 | $0 |
| ERIC FRANK | ||||||||||||||
| PROFESSOR | $171,878 | $0 | $0 | $0 | $0 | $0 | $17,839 | $0 | $22,371 | $0 | $212,088 | $0 | $0 | $0 |
| SANJEEV KHAGRAM | ||||||||||||||
| PROFESSOR | $169,047 | $0 | $0 | $0 | $0 | $0 | $17,063 | $0 | $19,295 | $0 | $205,405 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE PRESIDENT'S WIFE TRAVELED WITH HIM AND HER TRAVEL IS CONSIDERED OCCIDENTAL COLLEGE BUSINESS. HOUSING IS PROVIDED FOR CERTAIN INDIVIDUALS LISTED IN PART VII AS A CONDITION OF EMPLOYMENT FOR THE CONVENIENCE OF THE COLLEGE. SOCIAL CLUB DUES ARE PROVIDED TO ONE OFFICER AS A CONDITION OF EMPLOYMENT AND ARE NOT INCLUDED IN TAXABLE WAGES. USE OF THE SOCIAL CLUB IS FOR BUSINESS PURPOSES ONLY. PERSONAL SERVICES ARE PROVIDED TO AN OFFICER AND ARE INCLUDED IN TAXABLE WAGES. |
| PART I, LINES 4A-B | PART I LINE 4A: TWO OFFICERS, ROZITA AFAR AND BARBARA AVERY, RECEIVED SEVERANCE PAYMENTS AS PART OF THEIR TERMINATION PACKAGE. AGREEMENTS TERMS AND CONDITIONS ARE AVAILABLE TO THE IRS UPON REQUEST. PART I LINE 4B: A 457(F) PLAN WAS APPROVED FOR THE PRESIDENT IN JUNE 2015. A $20,000 CONTRIBUTION WAS ALLOCATED ON 3/11/15 AND A $125,000 CONTRIBUTION WAS ALLOCATED ON 7/1/15. |
| SCHEDULE J, PART II, COLUMN D: | NONTAXABLE BENEFITS INCLUDE THE VALUE OF ON-CAMPUS HOUSING PROVIDED TO JONATHAN VEITCH, PRESIDENT, BARBARA AVERY, VICE PRESIDENT OF STUDENT AFFAIRS AND DEAN OF STUDENTS, JORGE GONZALES, VICE PRESIDENT OF ACADEMIC AFFAIRS AND DEAN OF THE COLLEGE, AND AMOS R. HIMMELSTEIN, VICE PRESIDENT AND CHIEF OPERATING OFFICER FOR FINANCE, PLANNING AND OPERATIONS, AS A CONDITION OF EMPLOYMENT FOR THE CONVENIENCE OF THE COLLEGE. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| CEFA SERIES 2013A | ||||||||
| A | 521705592 | 1301782F2 | 2013-06-05 | $55,981,744 | SEE SUPPLEMENTAL INFORMATION | 0 | 0 | 0 |
| CEFA SERIES 2015 | ||||||||
| B | 521705592 | 130179EU4 | 2016-01-07 | $39,056,582 | SEE SUPPLEMENTAL INFORMATION | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | UnspentUnspentAmt | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $1,065,000 | $55,991,351 | $43,454,069 | $527,675 | $10,916,182 | $1,083,818 | 0 | Yes (1) | 0 | Yes (1) |
| B | $39,047,389 | $33,638,342 | $409,047 | $5,000,000 | Yes (1) | Yes (1) | 0 | Yes (1) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| DATE REBATE COMPUTATION PERFORMED | ISSUER NAME: CEFA SERIES 2013A DATE THE REBATE COMPUTATION WAS PERFORMED: 06/16/2016 |
| PART I, LINE A, COLUMN F: | TO REFUND A PORTION OF THE OUTSTANDING 2005 BONDS AND TO PROVIDE FUNDS FOR CERTAIN CAPITAL PROJECTS. |
| PART I, LINE B, COLUMN F: | A) DEFEASE THE AUTHORITY'S OUTSTANDING REVENUE BONDS (OCCIDENTAL COLLEGE), SERIES 2005A AND SERIES 2005B (THE "2005 BONDS") AND DEFEASE THE AUTHORITY'S OUTSTANDING REVENUE BONDS (OCCIDENTAL COLLEGE), SERIES 2008 (THE "2008 BONDS"); (B) FINANCING THE CONSTRUCTION, RENOVATION, REHABILITATION, INSTALLATION, EXPANSION, FURNISHING AND EQUIPPING OF CERTAIN EDUCATIONAL FACILITIES (THE "NEW MONEY PROJECT") AND (C) PAYING COSTS RELATED TO THE SALE AND ISSUANCE OF THE BONDS. THE CAPITAL IMPROVEMENTS THAT WERE FINANCED OR REFINANCED WITH THE PROCEEDS OF THE 2005 BONDS AND THE 2008 BONDS AND ARE BEING REFINANCED WITH THE PROCEEDS OF THE BONDS ARE REFERRED TO HEREIN AS THE "PRIOR PROJECT." |
| PART II, LINE 3: | THE DIFFERENCE BETWEEN THE PROCEEDS AMOUNT ON LINE 3 AND THE ISSUE PRICE IN PART I REPRESENTS INTEREST EARNED AND/OR DIFFERENCE OF THE ACTUAL ISSUANCE COST FROM THE FORM 8038 ISSUANCE COSTS THAT REDUCED THE BOND PROCEEDS. |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (6 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| MATTHEW CALKINS | |||
| FAMILY MEMBER OF CHRISTOPHER CALKINS, CHAIR | $124,921 | EMPLOYMENT | 0 |
| ANDREW SHTULMAN | |||
| FAMILY MEMBER OF STEPHEN ROUNTREE, VICE CHAIR | $109,857 | EMPLOYMENT | 0 |
| JOSEPH ARREDONDO | |||
| FAMILY MEMBER OF STEPHEN ROUNTREE, VICE CHAIR | $67,369 | EMPLOYMENT | 0 |
| TAMARA HIMMELSTEIN | |||
| FAMILY MEMBER OF AMOS HIMMELSTEIN, VP & COO OF FINANCE, PLANNING & OPS | $108,873 | EMPLOYMENT | 0 |
| SARAH VEITCH | |||
| FAMILY MEMBER OF JONATHAN VEITCH, PRESIDENT | $25,251 | EMPLOYMENT | 0 |
| DEBORAH AFAR | |||
| FAMILY MEMBER OF ROZITA AFAR, SECRETARY TO THE BOARD | $83,202 | EMPLOYMENT | 0 |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $2 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | DONOR RECEIPTS/FMV | MethodOfDeterminingRevenuesTxt |
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $40 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | DONOR RECEIPTS/FMV | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 50 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,849,765 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | HI/LO/MEAN PRICE | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,590 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | DONOR RECEIPTS/FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | MISCELLANEOUS ITEMS | 6 | $11,061 | DONOR RECEIPTS/FMV |
| Yes (X) | GIFT CARDS/CERTIFICATES/TICKETS | 9 | $2,246 | DONOR RECEIPTS/FMV |
| Yes (X) | SPORTS MEMORABILIA | 4 | $750 | DONOR RECEIPTS/FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | AS A GENERAL RULE, IF THE COLLEGE RECEIVES A NONCASH CONTRIBUTION OF A SPECIALTY NATURE, WE WOULD HIRE A SPECIALTY ORGANIZATION TO SELL THE ITEMS. NO ITEMS WERE SOLD IN FY16 . | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE COLLEGE PROVIDES THE FORM 990 INFORMATION TO THE INDEPENDENT TAX PREPARER. ONCE THEY HAVE COMPLETED THE FORM 990, THEY RETURN A DRAFT TO THE COLLEGE. THE ASSOCIATE VICE PRESIDENT FOR FINANCE AND VICE PRESIDENT AND CHIEF OPERATING OFFICER FOR FINANCE, PLANNING AND OPERATIONS PERFORM A THOROUGH REVIEW OF THE DRAFT RETURN. ALL NECESSARY CORRECTIONS ARE MADE TO THE FORM 990. THE AUDIT COMMITTEE REVIEWS THE DRAFT PUBLIC DISCLOSURE COPY OF THE FORM 990 (SCHEDULE B DOES NOT INCLUDE DONOR NAMES AND ADDRESSES). THE FULL DRAFT FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE CHAIR. THE INDEPENDENT TAX PREPARER PRESENTS THE DRAFT PUBLIC DISCLOSURE COPY OF THE RETURN TO THE AUDIT COMMITTEE AND ALLOWS FOR QUESTIONS AND DISCUSSION. ANY CHANGES THAT ARE IDENTIFIED BY THE AUDIT COMMITTEE ARE MADE TO THE FORM 990. AT THAT POINT, THE PUBLIC INSPECTION COPY OF THE FORM 990 IS MADE AVAILABLE TO THE FULL BOARD OF TRUSTEES. THE FORM 990 IS SIGNED BY THE INDEPENDENT TAX PREPARER AND SUBMITTED TO THE INTERNAL REVENUE SERVICE BY THE DUE DATE. |
| FORM 990, PART VI, SECTION B, LINE 12C | EVERY YEAR THE COLLEGE SENDS THE CONFLICT OF INTEREST QUESTIONNAIRE TO APPROPRIATE PERSONS. RESPONSES ARE FOLLOWED UP ON TO ENSURE WE RECEIVE 100% OF ALL QUESTIONNAIRES. RESPONSES ARE REVIEWED BY THE OFFICE OF THE VICE PRESIDENT AND CHIEF OPERATING OFFICER FOR FINANCE, PLANNING AND OPERATIONS. ANY CONFLICTS THAT HAVE NOT BEEN BROUGHT TO THE AUDIT COMMITTEE PREVIOUSLY ARE BROUGHT TO THE AUDIT COMMITTEE TO DISCUSS. IF A CONFLICT EXISTS, THE INDIVIDUAL WILL RECUSE HIMSELF/HERSELF FROM INVOLVEMENT IN THE MATTER. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COLLEGE'S PROCESS IN FISCAL YEAR 2016 FOR DETERMINING OFFICER COMPENSATION IS 1) OBTAINING COMPARISON DATA. 2) COMPARISON DATA IS CONSIDERED WHEN COMPENSATION IS DETERMINED 3) COMPENSATION IS APPROVED BY THE EXECUTIVE COMPENSATION COMMITTEE 4) THE EXECUTIVE COMPENSATION COMMITTEE'S DELIBERATION AND DECISION MAKING PROCESS REGARDING OFFICER COMPENSATION IS CONTEMPORANEOUSLY SUBSTANTIATED. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE COLLEGE MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC ON THE COLLEGE'S WEBSITE WHICH IS ACCESSIBLE TO THE PUBLIC. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT AVAILABLE FOR PUBLIC INSPECTION. |
| FORM 990, PART XI, LINE 9: | CHANGE IN FAIR VALUE OF ASSETS HELD IN TRUST BY OTHERS -354,386. ANNUITIES ADJUSTMENT 138,389. NET INCOME FROM K-1'S 1,643,989. CHANGE IN STUDENT NOTES RECEIVABLE VALUE 1,385,229. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OTWAY PROPERTIES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7435 NORTH FIGUEROA STREET | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90041 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 813103529 | EIN |
| Primary Activities | REAL PROPERTIES | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Total Income | $0 | TotalIncomeAmt |
| End Of Year Assets | $0 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OCCIDENTAL COLLEGE | BusinessNameLine1Txt |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|
| CHARITABLE REMAINDER TRUSTS (31) | |||
| FUNDRAISING | CA | N/A | Yes (1) |
| POOLED INCOME FUND (2) | |||
| FUNDRAISING | CA | N/A | Yes (1) |
| CHARITABLE LEAD TRUST (1) | |||
| FUNDRAISING | CA | N/A | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |