2017-01-27T14:43:57-06:00 2016-06-30 990 2015-07-01 941698615 THOMAS AQUINAS COLLEGE THOM 8055254417 10000 OJAI ROAD SANTA PAULA CA 93060 PETER L DELUCA III TREASURER 8055254417 2017-01-27 2015 2021-01-29 14:40:06Z PETER L DELUCA III 10000 OJAI ROAD SANTA PAULA CA 93060 23150783 0 X WWW.THOMASAQUINAS.EDU X 1971 CA POST SECONDARY EDUCATION-EDUCATIONAL ACTIVITIES 28 21 451 0 62940 62940 15523682 6216318 12018536 12066453 604278 633397 672965 365240 28819461 19281408 2996402 2858542 0 0 9892410 10368670 0 141390 2234519 6902107 7121726 19790919 20490328 9028542 -1208920 85441742 85107718 10383697 10398475 75058045 74709243 X THOMAS AQUINAS COLLEGE IS AN INSTITUTION THAT HAS FAITHFULLY PURSUED, ARTICULATED AND DEFENDED A SINGLE, WELL-DEFINED MISSION THROUGHOUT ITS 45 YEARS OF EXISTENCE. THAT MISSION IS STATED WELL IN ITS SELF-STUDY: TO PROVIDE FOR THE "LIBERAL EDUCATION OF STUDENTS ACCORDING TO THE NATURAL POWER OF REASON BY THE LIGHT OF THE CATHOLIC FAITH." 0 0 14805391 2858542 12078488 EDUCATIONAL ACTIVITIES. STUDENT AVERAGE 371. 14805391 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 1 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 1 X 525 0 1 451 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 X 28 21 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 0 0 0 AK KY MA MD MI MO NH NY OR SC OK X THOMAS AQUINAS COLLEGE 8055254417 10000 OJAI RD SANTA PAULA CA 930609621 MICHAEL F MCLEAN BOARD MEMBER, COLLEGE PRES 40.00 X X 111295 0 24536 JOHN W NEUMAYR BOARD MEMBER, COLLEGE VICE 0.00 X X 0 0 0 PETER L DELUCA III BOARD MEMBER/TREASURER,SEC 40.00 X X 109621 0 18232 R SCOTT TURICCHI CHAIRMAN 0.00 X 0 0 0 DIETER HUCKESTEIN BOARD MEMBER,VICE CHAIRMAN 0.00 X 0 0 0 ROBERT J BARBERA BOARD MEMBER 0.00 X 0 0 0 JAMES P CONN BOARD MEMBER 0.00 X 0 0 0 ANGELA Y CONNELLY BOARD MEMBER 0.00 X 0 0 0 RGLEN COUGHLIN BOARD MEMBER, TUTOR 40.00 X 107154 0 31411 ROBERT W ANDREWS BOARD MEMBER 0.00 X 0 0 0 MILTON F DAILY JR BOARD MEMBER 0.00 X 0 0 0 MICHAEL K GRACE BOARD MEMBER 0.00 X 0 0 0 MARIA O GRANT BOARD MEMBER 0.00 X 0 0 0 THOMAS J KAISER BOARD MEMBER, TUTOR 40.00 X 101175 0 31389 BRIAN T KELLY BOARD MEMBER, TUTOR 40.00 X 118405 0 31898 THOMAS R KRAUSE BOARD MEMBER 0.00 X 0 0 0 MARK E MONTGOMERY BOARD MEMBER 0.00 X 0 0 0 BERNARDA NEAL BOARD MEMBER 0.00 X 0 0 0 LLOYD NOBLE II BOARD MEMBER 0.00 X 0 0 0 PAUL J O'REILLY BOARD MEMBER, VP OF DEVELO 40.00 X 126235 0 31908 FREDERICK J RUOPP BOARD MEMBER 0.00 X 0 0 0 THOMAS P SULLIVAN BOARD MEMBER 0.00 X 0 0 0 DONALD E SWARTZ BOARD MEMBER 0.00 X 0 0 0 STEPHEN WALSH BOARD MEMBER 0.00 X 0 0 0 ESTHER WACHTELL BOARD MEMBER 0.00 X 0 0 0 ROY J WENSLEY BOARD MEMBER 0.00 X 0 0 0 HENRY J ZEITER BOARD MEMBER 0.00 X 0 0 0 ANDREW W ZEPEDA BOARD MEMBER 0.00 X 0 0 0 MICHAEL COLLINS BUSINESS MANAGER 40.00 X 126235 0 31908 GREG BECHER DIRECTOR OF FINANCIAL AID 40.00 X 121539 0 31905 MICHAEL LETTENEY TUTOR 40.00 X 118690 0 31679 DAVID QUACKENBUSH TUTOR 40.00 X 118800 0 31466 JESSE BAER TUTOR 40.00 X 115515 0 30961 1274664 0 327293 24 0 0 0 BON APPETIT MANAGEMENT 1000 W TEMPLE ST LOS ANGELES CA 90074 FOOD SERVICES 1380544 BENEFIT ALLOCATION SYSTEM INC PO BOX 31001 PASADENA CA 91110 MEDICAL INS. GROUP SERVICES 1337720 RASMUSSEN & ASSOCIATES 21 S CALIFORNIA ST 4TH FLOOR VENTURA CA 93001 ARCHITECTURE PLANNING SERVICES 383490 VENTURA REGIONAL SANITATION DIST 1001 PARTRDIGE DRIVE STE 150 VENTURA CA 93003 WATER TREATMENT SERVICES 274479 FOUR STAR PRINTING 43671 TRADE CENTER PLACE 154 DULLES VA 20166 PRINTING SERVICES 122991 5 6216318 1653123 6216318 TUITION 611600 9015067 9015067 AUXILIARY 611710 3051386 3051386 12066453 567413 567413 207194 62940 144254 81492 0 81492 81492 81492 3903664 3837680 65984 65984 65984 43730 31695 12035 12035 SEMINARS 611710 36800 36800 RETREATS 611710 13785 13785 13934 13934 64519 19281408 12078488 62940 923662 2858542 2858542 212815 62068 115271 35476 7698322 5057120 1768748 872454 263481 171263 65870 26348 1653217 926526 498367 228324 540835 354650 112402 73783 10391 10391 46796 46796 141390 141390 61493 61493 1878440 1592398 249641 36401 91710 66623 25087 617048 204568 52514 359966 32364 6766 25598 658198 579214 59238 19746 164354 63838 2310 98206 30061 11101 7234 11726 315560 277693 28400 9467 2130758 1877234 190143 63381 248862 189327 47807 11728 MISCELLANEOUS 419736 155313 81350 183073 EDUCATIONAL MATERIALS A 311351 311351 MEMBERSHIP FEES AND DUE 55917 39796 3756 12365 UNRELATED BUSINESS INCO 48687 48687 20490328 14805391 3450418 2234519 105065 70812 3479006 8129789 9752340 3204490 157482 77197 150919 176973 79797 53002 198688 174485 75404725 27358589 48907225 48046136 18983427 21424783 938719 1160682 2689074 2589369 85441742 85107718 659695 702484 800121 669041 7309365 7271088 1614516 1755862 10383697 10398475 X 45908342 44403946 15230000 14232641 13919703 16072656 75058045 74709243 85441742 85107718 -1208920 860118 0 X 1 X 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25286 385156 X 0 16848781 3009410 1272168 780900 73114 47986 20228359 16900850 425107 365707 732053 69738 41092 16848781 14789700 869258 1894726 613637 39197 16900850 13880048 136561 1364926 556778 35057 14789700 13428579 320950 674799 513672 30608 13880048 1.00000 0 0 1288801 1288801 67092146 21625145 45467001 6468286 5274264 1194022 555492 459180 96312 48046136 CHARITABLE REMAINDER GIFT ANNUITIES 873377 CHARITABLE REMAINDER UNITRUST 708701 MCGEE TRUST 86665 OCHAL TRUST 87119 1755862 X 20177536 860118 4320 -2 864436 19313100 -31692 -31692 19281408 20526335 4320 31692 36012 20490323 5 5 20490328 PART III, LINE 4: OUR LIBRARY COLLECTION INCLUDES WORKS OF ART, HISTORICAL ARTIFACTS, AND BOOKS AND MANUSCRIPTS THAT ARE RELATED TO OUR PROGRAM OF STUDIES. THE BOOKS AND MANUSCRIPTS, FOR EXAMPLE, ARE TYPICALLY EARLY EDITION IN THE ORIGINAL LANGUAGES OF THE BOOKS WE READ IN OUR PROGRAM OF STUDIES. THESE ITEMS ALLOW PROFESSORS AND STUDENTS TO REVIEW THE WORKS IN THEIR ORIGINAL FORM. THE WORKS OF ART AND OTHER HISTORICAL ARTIFACTS PROVIDE STUDENTS AND PROFESSORS WITH A SENSE OF CONTEXT FOR THE READINGS IN THE PROGRAM. PART X, LINE 2: THE COLLEGE EVALUATES ITS UNCERTAIN TAX POSITIONS, UNDER ASC 740-10, ACCOUNTING FOR INCOME TAXES, AND WOULD RECOGNIZE A LOSS CONTINGENCY WHEN IT IS PROBABLE THAT A LIABILITY HAS BEEN INCURRED AS OF THE DATE OF THE FINANCIAL STATEMENTS AND THE AMOUNT OF THE LOSS CAN BE REASONABLY ESTIMATED. THE AMOUNT RECOGNIZED IS SUBJECT TO ESTIMATE AND MANAGEMENT JUDGMENT WITH RESPECT TO THE LIKELY OUTCOME OF EACH UNCERTAIN TAX POSITION. THE AMOUNT THAT IS ULTIMATELY SUSTAINED FOR AN INDIVIDUAL UNCERTAIN TAX POSITION OR FOR ALL UNCERTAIN TAX POSITIONS IN THE AGGREGATE COULD DIFFER FROM THE AMOUNT RECOGNIZED. MANAGEMENT DOES NOT BELIEVE THAT THE COLLEGE HAS ANY UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: OTHER ADJUSTMENTS -2. PART XI, LINE 4B - OTHER ADJUSTMENTS: COGS AS EXPENSE IN AUDITED FINANCIALS -31,692. PART XII, LINE 2D - OTHER ADJUSTMENTS: COGS AS EXPENSE IN AUDITED FINANCIALS 31,692. PART XII, LINE 4B - OTHER ADJUSTMENTS: OTHER ADJUSTMENTS 5. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 PUBLICIZED VIA OUR WEB-SITE X X X X X 1 SPENCE MEDIA 525 K EAST MARKET ST 293 LEESBURG VA 20176 ACQUISITION MAILING 0 65377 72000 -6623 VERA DATA 1910 PARK MEADOWS DR STE 200 FORT MYERS FL 33907 ACQUISITION MAILING 0 0 52624 -52624 TRILOGY TARGET SOLUTIONS BROKERAGE 1910 PARK MEADOWS DR STE 200 FORT MYERS FL 33907 ACQUISITION MAILING 0 0 16766 -16766 65377 141390 -76013 AK CO KY MD MA MI NV NH NY OH OK OR SC WA AZ DE ID IN IA MT NE SD VT WY AL AR CA CT DC FL GA HI IL KS LA ME MN MS MO NJ NM NC PA RI TN UT VA WV WI SCHEDULE G, PART I, LINE 2B, COLUMN (V) ALL 3 COMBINED VENDORS WERE HIRED TO CREATE AND DESIGNATE THE BEST POSSIBLE DONOR ACQUISITION MAILING LIST TO RAISE MAXIMUM FUNDS AND TO EXTEND THE MISSION OF THE COLLEGE. 1 STUDENT GRANTS 244 2858542 NEED BASED AID (GRANTS) PROVIDED TO STUDENTS ATTENDING THOMAS AQUINAS COLLEGE. PART I, LINE 2: ALL GRANTS AND ASSISTANCE THAT ARE PROVIDED BY THOMAS AQUINAS COLLEGE ARE PART OF A NEED-BASED FINANCIAL AID PROGRAM THAT ASSISTS STUDENTS WITH THE COST OF TUITION, ROOM AND BOARD. BESIDES GRANTS, THE ONLY OTHER ASSISTANCE OFFERED IS A NEED-BASED EMPLOYMENT PROGRAM. THE FINANCIAL AID OFFICE MAINTAINS RECORDS TO SUBSTANTIATE THE AMOUNT OF THE GRANTS AND ASSISTANCE, THE GRANTEE'S ELIGIBILITY FOR THE GRANTS AND ASSISTANCE, AND THE SELECTION CRITERIA USED TO AWARD THE GRANTS AND ASSISTANCE. ALL GRANTS AND ASSISTANCE ARE CAREFULLY MONITORED BY THOMAS AQUINAS COLLEGE. THE AMOUNTS ARE DISBURSED DIRECTLY INTO THE STUDENT'S ACCOUNT FOR TUITION, ROOM AND BOARD, AND CONSEQUENTLY, THE COLLEGE HAS FULL CONTROL OVER HOW THE GRANTS AND ASSISTANCE ARE USED. X 17 25286 FMV/APPRAISAL X 2884 FMV X 37745 FMV/APPRAISAL X 2 8450 FMV X 24 494191 FMV X GARDEN PLANTS/FLOWERS 22 7803 FMV X MISCELLANEOUS 3 6617 FMV 0 1 1 PART I, LINE 32B: THE COLLEGE USED MORGAN STANLEY CO. OR OTHER THIRD PARTIES TO SELL SECURITIES-PUBLICLY TRADED NON-CASH CONTRIBUTION. FORM 990, PART V, LINE 3B FORM 990-T WILL BE FILED BY MAY 15, 2017. FORM 990, PART VI, SECTION B, LINE 11 THE 990 IS PREPARED BY THE ACCOUNTANT AND THE BUSINESS MANAGER, AND FINALLY REVIEWED AND APPROVED BY THE VICE PRESIDENT FOR FINANCE AND ADMINISTRATION. FORM 990, PART VI, SECTION B, LINE 12C THE POLICY IS SELF-MONITORED, AND ANY QUESTIONS REGARDING CONFLICT OF INTEREST ARE REVIEWED BY THE VICE PRESIDENT FOR FINANCE AND THE PRESIDENT. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT AND ALL TUTORS (PROFESSORS) ARE MEMBERS OF THE FACULTY AND PAID ON THE FACULTY SALARY SCALE WITH NO ADJUSTMENTS FOR THEIR POSITION. THE FACULTY SCALE IS REVIEWED AND APPROVED ANNUALLY BY THE BOARD OF GOVERNORS. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST, THE COLLEGE WILL PROVIDE COPIES OF ITS FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, AND GOVERNING DOCUMENTS.