THE CLAREMONT COLLEGES INC: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THE CLAREMONT COLLEGES INC (EIN 95-4786748)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-12
- IRS object ID
- 201731329349306748
- 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 F
- Schedule J
- Schedule K
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-12T17:12:10-05:00 | 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 | 954786748 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Claremont University Consortium | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CLAR | BusinessNameControlTxt |
| Phone | 9096218043 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 S Mills Ave | AddressLine1Txt |
| City | Claremont | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91711 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mia Alonzo | PersonNm |
| Person Title | Controller | PersonTitleTxt |
| Phone | 9096218043 | PhoneNum |
| Signature | 2017-05-11 | 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 | 2017-05-11 | 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 | Stig Lanesskog | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 S Mills Ave | AddressLine1Txt |
| City | Claremont | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91711 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $139,171,741 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.cuc.claremont.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2000 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | To advance The Claremont Colleges by promoting collaboration; by providing innovative, high quality, and cost effective customer-oriented services; and by supporting the establishment of new institutions. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 404 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $9,697 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $226,818 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,622,793 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $40,626,745 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $41,526,911 | CYProgramServiceRevenueAmt |
| PY Investment Income | $30,405,857 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,071,808 | CYInvestmentIncomeAmt |
| PY Other Revenue | $8,785 | PYOtherRevenueAmt |
| CY Other Revenue | $19,873 | CYOtherRevenueAmt |
| PY Total Revenue | $71,268,205 | PYTotalRevenueAmt |
| CY Total Revenue | $44,241,385 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $21,127,156 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $22,447,049 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $40,910 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $16,915,661 | PYOtherExpensesAmt |
| CY Other Expenses | $18,023,346 | CYOtherExpensesAmt |
| PY Total Expenses | $38,042,817 | PYTotalExpensesAmt |
| CY Total Expenses | $40,470,395 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $33,225,388 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,770,990 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $119,993,366 | TotalAssetsBOYAmt |
| Total Assets EOY | $119,739,504 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $28,907,507 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $27,235,326 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $91,085,859 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $92,504,178 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To advance The Claremont Colleges by promoting collaboration; by providing innovative, high quality, and cost effective customer-oriented services; and by supporting the establishment of new institutions. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $15,007,906 | ExpenseAmt |
| Revenue | $16,976,386 | RevenueAmt |
| Desc | Academic Support services provided by the Consortium include the central library system and bookstore providing library services and making textbooks available for the faculty and students of the Claremont Colleges. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,577,878 | ExpenseAmt |
| Revenue | $6,309,488 | RevenueAmt |
| Desc | Student services provided to the Claremont Colleges by the Consortium include: health and counseling services; ethnic centers; an interfaith office of chaplains and campus safety. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $12,359,945 | ExpenseAmt |
| Revenue | $18,241,037 | RevenueAmt |
| Desc | Institutional Support services provided to the Claremont Colleges by the Consortium include: food services administration; physical plant and facilities support; payroll and accounting; information technology; real estate; risk management; and employee benefits. Additional functions include advancing The Claremont Colleges, founding additional institutions and promoting cooperation among members to enhance programs. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $32,945,729 | 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 | 0 | 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 | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | 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 | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 76 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 404 | 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 | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| 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 | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | 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 | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | Yes (1) | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mia Alonzo | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9096218043 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 S Mills Ave | AddressLine1Txt |
| City | Claremont | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91711 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (40 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Bryant C Danner | ||||||||||
| Chair of the Board | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||||
| Stig Lanesskog | ||||||||||
| Chief Executive Officer | 40.00 | Yes (X) | Yes (X) | $347,371 | $0 | $49,603 | ||||
| Michael E Rossi | ||||||||||
| Constituent Member | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | ||||
| Robert Schult | ||||||||||
| Constituent Member | 1.00 | Yes (X) | $0 | $137,500 | $28,685 | 40.00 | ||||
| Amy Marcus-Newhall | ||||||||||
| Constituent Member | 1.00 | Yes (X) | $0 | $285,391 | $58,034 | 40.00 | ||||
| Shahan Soghikian | ||||||||||
| Constituent Member | 1.00 | Yes (X) | $0 | $0 | $0 | 3.00 | ||||
| Sheldon M Schuster | ||||||||||
| Constituent Member | 1.00 | Yes (X) | $0 | $476,392 | $47,772 | 40.00 | ||||
| Thomas Poon thru 616 | ||||||||||
| Constituent Member | 1.00 | Yes (X) | $0 | $114,252 | $49,672 | 40.00 | ||||
| David W Oxtoby | ||||||||||
| Constituent Member | 1.00 | Yes (X) | $0 | $513,009 | $102,175 | 40.00 | ||||
| David G Mgrublian | ||||||||||
| Constituent Member | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | ||||
| Maria M Klawe | ||||||||||
| Constituent Member | 1.00 | Yes (X) | $0 | $542,824 | $90,031 | 50.00 | ||||
| Mark R Herron | ||||||||||
| Constituent Member | 2.00 | Yes (X) | $0 | $0 | $0 | 4.00 | ||||
| Samuel Glick | ||||||||||
| Constituent Member | 1.00 | Yes (X) | $0 | $0 | $0 | 5.00 | ||||
| Wayne Drinkward | ||||||||||
| Constituent Member | 1.00 | Yes (X) | $0 | $0 | $0 | 1.00 | ||||
| Robert E Curry | ||||||||||
| Constituent Member | 2.00 | Yes (X) | $0 | $0 | $0 | 1.00 | ||||
| Hiram E Chodosh | ||||||||||
| Constituent Member | 1.00 | Yes (X) | $0 | $539,351 | $151,072 | 40.00 | ||||
| Jeanne M Buckley thru 715 | ||||||||||
| Constituent Member | 1.00 | Yes (X) | $0 | $0 | $0 | 3.00 | ||||
| Lori Bettison-Varga | ||||||||||
| Constituent Member (thru 10/15) | 1.00 | Yes (X) | $0 | $385,227 | $125,068 | 40.00 | ||||
| James E Blancarte | ||||||||||
| Member at Large | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| R Stanton Hales | ||||||||||
| Member at Large | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| W Roderick Hamilton | ||||||||||
| Member at Large | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| Charles Winner | ||||||||||
| Member at Large | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| Cristina Rose | ||||||||||
| Member at Large | 4.00 | Yes (X) | $0 | $0 | $0 | |||||
| Susan A Nelson | ||||||||||
| Member at Large | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| Sharon Garrett | ||||||||||
| Member at Large | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| Brenda A Levin | ||||||||||
| Member at Large | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| Robert L Adler | ||||||||||
| Vice Chair of the Board | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||||
| Mia Alonzo | ||||||||||
| Controller | 20.00 | Yes (X) | $139,409 | $0 | $21,549 | 24.00 | ||||
| Bonnie Clemens | ||||||||||
| Sec to Board/Asst to CEO | 40.00 | Yes (X) | $146,316 | $0 | $25,083 | |||||
| Lori Husein | ||||||||||
| VP Finance & Admin/Treasur | 40.00 | Yes (X) | $159,144 | $0 | $30,888 | |||||
| Denise Hayes | ||||||||||
| VP for Student Affairs | 40.00 | Yes (X) | $204,393 | $0 | $36,365 | |||||
| Kevin Mulroy | ||||||||||
| Director, Libraries | 40.00 | $179,846 | $0 | $20,391 | Yes (X) | |||||
| Rene Yang | ||||||||||
| Director, Asia Relations | 40.00 | $138,581 | $0 | $31,241 | Yes (X) | |||||
| Jennie Ho | ||||||||||
| Director, Student Health Services | 40.00 | $144,450 | $0 | $53,969 | Yes (X) | |||||
| Maria Dunton | ||||||||||
| Physician | 40.00 | $124,215 | $0 | $41,582 | Yes (X) | |||||
| Nayan Shah | ||||||||||
| Physician | 40.00 | $123,208 | $0 | $29,005 | Yes (X) | |||||
| Jessica Schatz | ||||||||||
| Assistant Controller | 40.00 | $112,770 | $0 | $18,682 | Yes (X) | |||||
| Deborah Freund thru 615 | ||||||||||
| Former Constituent Member | 0.00 | $0 | $501,924 | $98,894 | 0.00 | Yes (X) | ||||
| Laura Skandera Trombley | ||||||||||
| Former Constituent Member (thru 6/15) | 0.00 | $0 | $560,754 | $63,922 | 0.00 | Yes (X) | ||||
| ML Dinkel thru 914 | ||||||||||
| Former CEO | 0.00 | $242,913 | $0 | $0 | Yes (X) | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,062,616 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $4,056,624 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,173,683 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 17 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | 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 |
|---|---|---|---|---|---|
| Workday Inc | |||||
| 6230 Stoneridge Mail Road | Pleasanton | CA | 94588 | Software Consulting | $1,894,952 |
| JT Communications Inc | |||||
| 1607 Erin Avenue | Upland | CA | 91784 | Telephone Serv. Consultant | $486,907 |
| Amtech Elevator Services Inc | |||||
| 2701 Media Ctr Dr Ste 2 | Los Angeles | CA | 90065 | Elevator Services | $314,448 |
| OCLC INC | |||||
| 4412 Solutions Center | Chicago | IL | 606774004 | Cataloging Services | $294,857 |
| Beyond Services Inc | |||||
| 11219 Rosburg Rd | Beaumont | CA | 92223 | Custodial services | $229,511 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 17 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $4,362 | GovernmentGrantsAmt |
| All Other Contributions | $1,618,431 | AllOtherContributionsAmt |
| Total Contributions | $1,622,793 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Support services | 611710 | $41,207,493 | $41,207,493 |
| Student Loan Interest | 611710 | $211,462 | $211,462 |
| Program Rental | 611710 | $107,956 | $107,956 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $41,526,911 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $278,420 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $9,697 | UnrelatedBusinessRevenueAmt |
| Exclusion | $268,723 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $42,338 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $22,465 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $19,873 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,873 | TotalRevenueColumnAmt |
| Exclusion | $19,873 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $95,701,279 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $94,832,320 | SecuritiesAmt |
| Other | $75,571 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $868,959 | SecuritiesAmt |
| Other | -$75,571 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $793,388 | TotalRevenueColumnAmt |
| Exclusion | $793,388 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $44,241,385 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $41,526,911 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $9,697 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,081,984 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,466,254 | TotalAmt |
| Program Services | $497,875 | ProgramServicesAmt |
| Management And General | $968,379 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,415 | TotalAmt |
| Program Services | $44,166 | ProgramServicesAmt |
| Management And General | $66,249 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,099,986 | TotalAmt |
| Program Services | $12,049,441 | ProgramServicesAmt |
| Management And General | $3,050,545 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,932,519 | TotalAmt |
| Program Services | $1,610,080 | ProgramServicesAmt |
| Management And General | $322,439 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,662,060 | TotalAmt |
| Program Services | $2,333,183 | ProgramServicesAmt |
| Management And General | $328,877 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,175,815 | TotalAmt |
| Program Services | $950,790 | ProgramServicesAmt |
| Management And General | $225,025 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,617 | TotalAmt |
| Program Services | $19,061 | ProgramServicesAmt |
| Management And General | $21,556 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $236,873 | TotalAmt |
| Program Services | $13,191 | ProgramServicesAmt |
| Management And General | $223,682 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,981 | TotalAmt |
| Management And General | $132,981 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,870 | TotalAmt |
| Management And General | $129,870 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,181,777 | TotalAmt |
| Program Services | $1,792,076 | ProgramServicesAmt |
| Management And General | $374,116 | ManagementAndGeneralAmt |
| Fundraising | $15,585 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $388,900 | TotalAmt |
| Program Services | $281,664 | ProgramServicesAmt |
| Management And General | $103,836 | ManagementAndGeneralAmt |
| Fundraising | $3,400 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,512,632 | TotalAmt |
| Program Services | $1,166,332 | ProgramServicesAmt |
| Management And General | $328,161 | ManagementAndGeneralAmt |
| Fundraising | $18,139 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,432,566 | TotalAmt |
| Program Services | $1,127,178 | ProgramServicesAmt |
| Management And General | $305,388 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,241,800 | TotalAmt |
| Program Services | $1,127,450 | ProgramServicesAmt |
| Management And General | $114,350 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $413,538 | TotalAmt |
| Program Services | $321,873 | ProgramServicesAmt |
| Management And General | $90,315 | ManagementAndGeneralAmt |
| Fundraising | $1,350 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $387,235 | TotalAmt |
| Program Services | $268,752 | ProgramServicesAmt |
| Management And General | $116,098 | ManagementAndGeneralAmt |
| Fundraising | $2,385 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $789,196 | TotalAmt |
| Program Services | $730,147 | ProgramServicesAmt |
| Management And General | $59,049 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $264,173 | TotalAmt |
| Program Services | $222,592 | ProgramServicesAmt |
| Management And General | $41,581 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,714,849 | TotalAmt |
| Program Services | $2,526,677 | ProgramServicesAmt |
| Management And General | $188,172 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,161 | TotalAmt |
| Program Services | $64,414 | ProgramServicesAmt |
| Management And General | $1,747 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Books & periodicals | $3,753,426 | $3,751,233 | $2,142 | $51 |
| Building repair | $2,059,022 | $1,907,964 | $151,058 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $277,730 | TotalAmt |
| Program Services | $139,590 | ProgramServicesAmt |
| Management And General | $138,140 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,470,395 | TotalAmt |
| Program Services | $32,945,729 | ProgramServicesAmt |
| Management And General | $7,483,756 | ManagementAndGeneralAmt |
| Fundraising | $40,910 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,602,928 | BOYAmt |
| EOY | $9,022,795 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,060,962 | BOYAmt |
| EOY | $5,037,910 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,682 | BOYAmt |
| EOY | $29,378 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,039,493 | BOYAmt |
| EOY | $4,266,603 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $270,937 | BOYAmt |
| EOY | $264,936 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,711,022 | BOYAmt |
| EOY | $1,818,438 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $71,829,591 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $31,762,005 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,728,199 | BOYAmt |
| EOY | $40,067,586 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,301,897 | BOYAmt |
| EOY | $45,531,840 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,560,569 | BOYAmt |
| EOY | $7,758,932 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,588,777 | BOYAmt |
| EOY | $2,654,820 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,418,553 | BOYAmt |
| EOY | $3,228,441 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,597,347 | BOYAmt |
| EOY | $57,825 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,993,366 | BOYAmt |
| EOY | $119,739,504 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,821,438 | BOYAmt |
| EOY | $8,484,960 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,846,016 | BOYAmt |
| EOY | $14,658,457 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,929,200 | BOYAmt |
| EOY | $3,767,785 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,310,853 | BOYAmt |
| EOY | $324,124 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,907,507 | BOYAmt |
| EOY | $27,235,326 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,475,472 | BOYAmt |
| EOY | $63,904,265 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,917,074 | BOYAmt |
| EOY | $15,892,073 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,693,313 | BOYAmt |
| EOY | $12,707,840 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,085,859 | BOYAmt |
| EOY | $92,504,178 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $119,993,366 | BOYAmt |
| EOY | $119,739,504 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $3,770,990 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,396,096 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $43,425 | 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 | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| Supported Organizations | 7 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (7 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| Pomona College | ||||
| 951664112 | 2 | Yes (1) | $0 | $0 |
| Claremont Graduate University | ||||
| 951664100 | 2 | Yes (1) | $0 | $0 |
| Scripps College | ||||
| 951664123 | 2 | Yes (1) | $0 | $0 |
| Claremont McKenna College | ||||
| 951664101 | 2 | Yes (1) | $0 | $0 |
| Harvey Mudd College | ||||
| 951911219 | 2 | Yes (1) | $0 | $0 |
| Pitzer College | ||||
| 952261113 | 2 | Yes (1) | $0 | $0 |
| Keck Graduate Institute of Applied Life Sciences | ||||
| 954625327 | 2 | Yes (1) | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 7 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule A, Part I, Line 11, Col (vi) - Other Support | FormAndLineReferenceDesc |
| Explanation | The purpose of Claremont University Consortium is to support The Claremont Colleges (organizations listed under Schedule A, Part I, item 11. Therefore, all of the program expenses are support paid for the benefit of the organizations listed. | ExplanationTxt |
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 | $31,600 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
Collection Used Other Purposes CollectionUsedOtherPurposesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Other Purposes | Yes (X) | CollectionUsedOtherPurposesInd |
| Other Purposes | See Part XIV | OtherPurposesDesc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,994,668 | BeginningYearBalanceAmt |
| Contributions | $76,934 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,056,360 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,303 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,421,869 | OtherExpendituresAmt |
| Administrative Expenses | $171,001 | AdministrativeExpensesAmt |
| End Year Balance | $26,416,069 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,482,679 | BeginningYearBalanceAmt |
| Contributions | $450 | ContributionsAmt |
| Investment Earnings Or Losses | $46,891 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $20,830 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,357,119 | OtherExpendituresAmt |
| Administrative Expenses | $157,403 | AdministrativeExpensesAmt |
| End Year Balance | $28,994,668 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,661,147 | BeginningYearBalanceAmt |
| Contributions | $1,731 | ContributionsAmt |
| Investment Earnings Or Losses | $4,324,561 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $19,681 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,291,748 | OtherExpendituresAmt |
| Administrative Expenses | $193,331 | AdministrativeExpensesAmt |
| End Year Balance | $30,482,679 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,648,529 | BeginningYearBalanceAmt |
| Contributions | $4,495 | ContributionsAmt |
| Investment Earnings Or Losses | $2,558,327 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $20,295 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,331,927 | OtherExpendituresAmt |
| Administrative Expenses | $197,982 | AdministrativeExpensesAmt |
| End Year Balance | $27,661,147 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,465,506 | BeginningYearBalanceAmt |
| Contributions | $15,607 | ContributionsAmt |
| Investment Earnings Or Losses | -$274,533 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $23,377 | GrantsOrScholarshipsAmt |
| Other Expenditures | $1,347,807 | OtherExpendituresAmt |
| Administrative Expenses | $186,867 | AdministrativeExpensesAmt |
| End Year Balance | $26,648,529 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00650 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.48110 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.51250 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,366,546 | OtherCostOrOtherBasisAmt |
| Book Value | $9,366,546 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $47,296,493 | OtherCostOrOtherBasisAmt |
| Depreciation | $19,466,432 | DepreciationAmt |
| Book Value | $27,830,061 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,477,467 | OtherCostOrOtherBasisAmt |
| Depreciation | $10,885,812 | DepreciationAmt |
| Book Value | $1,591,655 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,689,085 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,409,761 | DepreciationAmt |
| Book Value | $1,279,324 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $40,067,586 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Absolute Return | $5,393,779 | F |
| Private Equity/Venture Capital | $2,365,153 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $7,758,932 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| Funds held in trust for others | $57,825 |
| Asset retirement obligation | $266,299 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $324,124 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $42,383,329 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$2,396,096 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $518,826 | OtherRevenueAmt |
| Revenue Not Reported | -$1,877,270 | RevenueNotReportedAmt |
| Revenue Subtotal | $44,260,599 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $129,870 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$149,084 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$19,214 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $44,241,385 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $40,965,010 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $624,485 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $624,485 | ExpensesNotReportedAmt |
| Expenses Subtotal | $40,340,525 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $129,870 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $129,870 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $40,470,395 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 4: | Claremont University Consortium holds a historic musical instrument (violin), which is used for research, exhibition, teaching, performance, loan programs and preservation for future generations, which furthers the educational purpose of the affiliated institutions. |
| Part V, Line 4: | Claremont University Consortium uses the earnings of its endowment funds according to the direction of the donor. Earnings are primarily used to support the Libraries of the Claremont Colleges and intercollegiate scholarships and professorships. Where no donor intent is specified, the earnings fund the general operations of the Consortium. |
| Part X, Line 2: | In accordance with generally accepted accounting principles, the Consortium had no uncertain tax positions at June 30, 2016 and 2015. |
| Part XI, Line 2d - Other Adjustments: | Actuarial Adjustment -105,659. Rental Expense 22,465. Cost of Sale 602,020. |
| Part XI, Line 4b - Other Adjustments: | Comprehensive Pension Expense -158,781. Income from K-1's 9,697. |
| Part XII, Line 2d - Other Adjustments: | Cost of Sale 602,020. Rental Expense 22,465. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean - | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $9,090,177 | RegionTotalExpendituresAmt |
| 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 | $9,090,177 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $9,090,177 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| 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 | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (21 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stig Lanesskog | ||||||||||||||
| Chief Executive Officer | $298,870 | $0 | $0 | $0 | $48,501 | $0 | $29,430 | $0 | $20,173 | $0 | $396,974 | $0 | $0 | $0 |
| Robert Schult | ||||||||||||||
| Constituent Member | $0 | $137,122 | $0 | $0 | $0 | $378 | $0 | $28,602 | $0 | $83 | $0 | $166,185 | $0 | $0 |
| Amy Marcus-Newhall | ||||||||||||||
| Constituent Member | $0 | $285,391 | $0 | $0 | $0 | $0 | $0 | $31,800 | $0 | $26,234 | $0 | $343,425 | $0 | $0 |
| Sheldon M Schuster | ||||||||||||||
| Constituent Member | $0 | $404,275 | $0 | $0 | $0 | $72,117 | $0 | $31,800 | $0 | $15,972 | $0 | $524,164 | $0 | $0 |
| Thomas Poon thru 616 | ||||||||||||||
| Constituent Member | $0 | $114,183 | $0 | $0 | $0 | $69 | $0 | $14,100 | $0 | $35,572 | $0 | $163,924 | $0 | $0 |
| David W Oxtoby | ||||||||||||||
| Constituent Member | $0 | $471,009 | $0 | $0 | $0 | $42,000 | $0 | $32,293 | $0 | $69,882 | $0 | $615,184 | $0 | $0 |
| Maria M Klawe | ||||||||||||||
| Constituent Member | $0 | $507,509 | $0 | $0 | $0 | $35,315 | $0 | $31,800 | $0 | $58,231 | $0 | $632,855 | $0 | $0 |
| Hiram E Chodosh | ||||||||||||||
| Constituent Member | $0 | $459,627 | $0 | $0 | $0 | $79,724 | $0 | $64,430 | $0 | $86,642 | $0 | $690,423 | $0 | $0 |
| Lori Bettison-Varga | ||||||||||||||
| Constituent Member (thru 10/15) | $0 | $309,263 | $0 | $25,000 | $0 | $50,964 | $0 | $31,800 | $0 | $93,268 | $0 | $510,295 | $0 | $0 |
| Mia Alonzo | ||||||||||||||
| Controller | $133,929 | $0 | $5,000 | $0 | $480 | $0 | $14,809 | $0 | $6,740 | $0 | $160,958 | $0 | $0 | $0 |
| Bonnie Clemens | ||||||||||||||
| Sec to Board/Asst to CEO | $145,056 | $0 | $0 | $0 | $1,260 | $0 | $15,154 | $0 | $9,929 | $0 | $171,399 | $0 | $0 | $0 |
| Lori Husein | ||||||||||||||
| VP Finance & Admin/Treasur | $138,584 | $0 | $20,000 | $0 | $560 | $0 | $15,447 | $0 | $15,441 | $0 | $190,032 | $0 | $0 | $0 |
| Denise Hayes | ||||||||||||||
| VP for Student Affairs | $192,393 | $0 | $0 | $0 | $12,000 | $0 | $21,477 | $0 | $14,888 | $0 | $240,758 | $0 | $0 | $0 |
| Kevin Mulroy | ||||||||||||||
| Director, Libraries | $179,105 | $0 | $0 | $0 | $741 | $0 | $19,212 | $0 | $1,179 | $0 | $200,237 | $0 | $0 | $0 |
| Rene Yang | ||||||||||||||
| Director, Asia Relations | $138,581 | $0 | $0 | $0 | $0 | $0 | $14,802 | $0 | $16,439 | $0 | $169,822 | $0 | $0 | $0 |
| Jennie Ho | ||||||||||||||
| Director, Student Health Services | $144,450 | $0 | $0 | $0 | $0 | $0 | $16,553 | $0 | $37,416 | $0 | $198,419 | $0 | $0 | $0 |
| Maria Dunton | ||||||||||||||
| Physician | $124,215 | $0 | $0 | $0 | $0 | $0 | $11,796 | $0 | $29,786 | $0 | $165,797 | $0 | $0 | $0 |
| Nayan Shah | ||||||||||||||
| Physician | $123,208 | $0 | $0 | $0 | $0 | $0 | $12,889 | $0 | $16,116 | $0 | $152,213 | $0 | $0 | $0 |
| Deborah Freund thru 615 | ||||||||||||||
| Former Constituent Member | $0 | $305,906 | $0 | $0 | $0 | $196,018 | $0 | $29,430 | $0 | $69,464 | $0 | $600,818 | $0 | $144,898 |
| Laura Skandera Trombley | ||||||||||||||
| Former Constituent Member (thru 6/15 | $0 | $282,806 | $0 | $0 | $0 | $277,948 | $0 | $31,800 | $0 | $32,122 | $0 | $624,676 | $0 | $0 |
| ML Dinkel thru 914 | ||||||||||||||
| Former CEO | $0 | $0 | $0 | $0 | $242,913 | $0 | $0 | $0 | $0 | $0 | $242,913 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | A housing allowance in the amount of $12,000 was paid to the VP Student Services/Dean. The allowance was included in taxable compensation. Housing is also provided to the CEO for which the fair market value of the rent is included as taxable income. A taxable discretionary gross up bonus was given to the following individuals during the year: Mia Alonzo and Lori Husein. |
| Part I, Lines 4a-b | Part I, line 4a: During calendar 2014, CUC entered into severance agreements with one officer (Dinkel), which included severance pay for 12 months, COBRA benefits and a payout of accrued vacation, with a total value of $285,509. Part I, line 4b: Presidents of the Claremont Colleges participate in Section 457(f) plans provided by their respective institution. One or more of the Presidents received a payment per their plan agreement during the year. |
| Part I, Line 7 | Non-fixed payments such as bonuses are granted at the request of an employee's manager to provide compensation for unique or one-time projects or other discrete issues. |
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 |
|---|---|---|---|---|---|---|---|---|
| CA Educational Facilities Authority | ||||||||
| A | 521705592 | 130178ZQ2 | 2011-04-07 | $9,095,717 | Facilities Renewal & Construction | 0 | 0 | 0 |
| CA Educational Facilities Authority | ||||||||
| B | 521705592 | 130178P91 | 2012-08-02 | $9,212,026 | Facilities Renewal & Construction | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|
| A | $1,875,000 | $9,095,759 | $182,732 | $3,375,037 | $5,537,986 | 2011 | Yes (1) | 0 | Yes (1) | Yes (1) |
| B | $1,045,000 | $9,212,028 | $179,979 | $9,032,047 | 2012 | Yes (1) | 0 | Yes (1) | 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 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule K, Part II, Line 3, Column A | FormAndLineReferenceDesc |
| Explanation | The difference between the issue price of $9,095,717 and proceeds of $9,095,759 is the result of investment earnings. Schedule K, Part II, Line 3, Column B The difference between the issue price of $9,212,026 and the proceeds of $9,212,028 is a result of investment earnings. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 7a | The Claremont University Consortium ("CUC") is the central coordinating institution of The Claremont Colleges, a cluster of seven undergraduate, graduate, and professional academic institutions ("Member Institutions"). The governing body of the CUC is its Board of Overseers ("Board"). The Board is composed of the Chief Executive Officer, 14 Constituent Overseers (the Board Chair and the President of each of the seven Member Institutions, who are elected or appointed by the board of trustees of each respective Member Institution, and not by the Board of the CUC) and up to 11 At-Large Overseers, who are elected by the Board of the CUC. |
| Form 990, Part VI, Section A, line 7b | The CUC is governed, in part, by a constitution. Article VIII of that constitution provides that it may be amended by the Board, however amendments to six specific articles (Article II, Objectives, Article IV, Central Coordinating Institution, Article V, Size of Member Institutions, Article VI, Instructional Services, Article VII, Procedures for New Colleges and Other Institutions, and Article VIII, Amendments) become effective only "upon ratification by the respective boards of the member institutions." Approval of a majority of the boards of trustees of the Member Institutions is also required for certain land transactions. |
| Form 990, Part VI, Section B, line 11 | CUC utilizes a process for review of the IRS Form 990 Return of Organization Exempt from Income Tax that involves multiple layers of management as well as governing board members. CUC has engaged an outside accounting firm to prepare the 990 using information provided by individuals in Financial Services, Resources, and the CUC Business Affairs Office, and changes are made as needed. Once a revised draft is available, the draft is reviewed by the Chief Executive and Chief Financial Officers. After this review and any resulting changes are complete, the revised draft is provided to members of the CUC Committee on Audit and Risk Management for questions and comments. Once questions and comments from the Committee on Audit and Risk Management are fielded and issues resolved, the Committee on Audit and Risk Management accepts the 990 and it is subsequently provided to all voting members of the Board of Overseers prior to filing. |
| Form 990, Part VI, Section B, line 12c | The Conflict of Interest Policy applies to overseers, officers and employees of Claremont University Consortium. Each year, the Secretary of the Board sends a copy of the policy along with a survey to all overseers and officers to determine if there are any conflicts of interest. The results are reviewed by the Chief Executive Officer to determine if any conflicts exist and are reported to the Committee on Audit and Risk Management annually. Any action required due to a conflict is evaluated on a case by case basis. |
| Form 990, Part VI, Section B, line 15 | Claremont University Consortium has an executive compensation review policy in place for independent review by the Executive Committee of the Board of Overseers. Each year a report of compensation for officers, key employees and other disqualified persons (see Part VII) is prepared which includes historic compensation data, and national and regional survey data. The Executive Committee meets to approve total compensation before any changes are implemented. Comparability data is prepared and presented to the Executive Committee, for review. Compensation increases are made once the review is complete and may be retroactive. Contemporaneous substantiation of the compensation approval is maintained in the form of board committee minutes. |
| Form 990, Part VI, Section C, line 19 | The governing/organizing documents, conflict of interest policy and the financial statements are made available to the public upon request. |
| Form 990, Part XI, line 9: | Comprehensive Pension Expense 158,781. Actuarial Adjustment -105,659. Income from K-1's -9,697. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Pomona College | ||||||||||
| 550 N College Ave | Claremont | CA | 91711 | 951664112 | Education | CA | 501(c)(3) | 2 | N/A | 0 |
| Claremont Graduate University | ||||||||||
| 150 E 10th Street | Claremont | CA | 91711 | 951664100 | Education | CA | 501(c)(3) | 2 | N/A | 0 |
| Scripps College | ||||||||||
| 1030 Columbia | Claremont | CA | 91711 | 951664123 | Education | CA | 501(c)(3) | 2 | N/A | 0 |
| Claremont McKenna College | ||||||||||
| 500 E 9th Street | Claremont | CA | 91711 | 951664101 | Education | CA | 501(c)(3) | 2 | N/A | 0 |
| Harvey Mudd College | ||||||||||
| 301 Platt Blvd | Claremont | CA | 91711 | 951911219 | Education | CA | 501(c)(3) | 2 | N/A | 0 |
| Pitzer College | ||||||||||
| 1050 N Mills | Claremont | CA | 91711 | 952261113 | Education | CA | 501(c)(3) | 2 | N/A | 0 |
| Keck Graduate Institute | ||||||||||
| 535 Watson Dr | Claremont | CA | 91711 | 954625327 | Education | CA | 501(c)(3) | 2 | N/A | 0 |
| 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 | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | 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 | Yes (1) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | 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 | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |