SCRIPPS COLLEGE: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SCRIPPS COLLEGE (EIN 95-1664123)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2015-05-13
- IRS object ID
- 201521339349305572
- Schema version
- 2013v4.0
- 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 M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-13T17:27:09-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3121 W March Lane Suite 100 | AddressLine1 |
| City | Stockton | City |
| State | CA | State |
| ZIP Code | 952192303 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951664123 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Scripps College | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCRI | BusinessNameControlTxt |
| Phone | 9096218043 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1030 Columbia Avenue | AddressLine1 |
| City | Claremont | City |
| State | CA | State |
| ZIP Code | 91711 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mia Alonzo | PersonNm |
| Person Title | Controller | PersonTitleTxt |
| Phone | 9096070689 | PhoneNum |
| Signature | 2015-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Tracy Paglia | PreparerPersonNm |
| PTIN | P00366884 | PTIN |
| Phone | 2099556100 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Lori Bettison-Varga | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1030 Columbia Avenue | AddressLine1 |
| City | Claremont | City |
| State | CA | State |
| ZIP Code | 91711 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $233,772,516 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.scrippscollege.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1926 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | Scripps College ("Scripps") is an independent, liberal arts, undergraduate college for women. | ActivityOrMissionDesc |
| Voting Members Governing Body | 33 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 31 | VotingMembersIndependentCnt |
| Total Employee | 1233 | TotalEmployeeCnt |
| Total Volunteers | 500 | TotalVolunteersCnt |
| Total Gross UBI | -$726,489 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | -$730,224 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $19,822,041 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,510,277 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $53,577,451 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $58,529,948 | CYProgramServiceRevenueAmt |
| PY Investment Income | $24,206,721 | PYInvestmentIncomeAmt |
| CY Investment Income | $18,293,626 | CYInvestmentIncomeAmt |
| PY Other Revenue | $21,985 | PYOtherRevenueAmt |
| CY Other Revenue | $39,204 | CYOtherRevenueAmt |
| PY Total Revenue | $97,628,198 | PYTotalRevenueAmt |
| CY Total Revenue | $89,373,055 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $14,627,589 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $15,734,679 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $28,465,918 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $28,938,545 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $76,770 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $17,319 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,543,835 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $30,924,986 | PYOtherExpensesAmt |
| CY Other Expenses | $31,409,982 | CYOtherExpensesAmt |
| PY Total Expenses | $74,095,263 | PYTotalExpensesAmt |
| CY Total Expenses | $76,100,525 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $23,532,935 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $13,272,530 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $441,161,202 | TotalAssetsBOYAmt |
| Total Assets EOY | $478,058,856 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $48,232,316 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $50,095,446 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $392,928,886 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $427,963,410 | NetAssetsOrFundBalancesEOYAmt |
| Mission | To educate women to develop their intellect and talents through active participation in a community of scholars, so that as graduates they may contribute to society through public and private lives of leadership, service, integrity and creativity. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $65,998,602 | ExpenseAmt |
| Grant | $15,734,679 | GrantAmt |
| Revenue | $58,529,948 | RevenueAmt |
| Desc | Scripps College ("Scripps") is an independent, liberal arts college for women with a distinctive interdisciplinary core curriculum offering instruction in the humanities, fine arts, and the natural and social sciences. Scripps has an enrollment of approximately 980 students. Founded in 1926, the campus is on the National Register of Historic Places. Its mission is to educate women to develop their intellect and talents through active participation in a community of scholars, so that as graduates they may contribute to society through public and private lives of leadership, service, integrity and creativity. | Desc |
| Total Program Service Expenses | $65,998,602 | 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 | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | 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 | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | 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 |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 1645 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 1233 | 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 | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | BD | ForeignCountryCd |
| Foreign Country | CJ | ForeignCountryCd |
| Foreign Country | VI | ForeignCountryCd |
| 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 | 33 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 31 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mia Alonzo | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9096218043 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 S Mills Avenue | AddressLine1 |
| City | Claremont | City |
| State | CA | State |
| ZIP Code | 91711 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (48 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| Lori Bettison-Varga | ||||||||||
| President | 40.00 | 1.00 | Yes (X) | Yes (X) | $433,513 | $0 | $165,834 | |||
| Linda Davis Taylor | ||||||||||
| Chairman of the Board | 4.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| Mark Herron | ||||||||||
| Co-Vice Chairman of the Board | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||||
| Betsy Wienberg Smith | ||||||||||
| Co-Vice Chairman of the Board | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||||
| Barbara Franks Bice | ||||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| Joanne Blauer | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| Robert Breech | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| Lynne Brickner | ||||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| Barbara Ann Bruner | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| Chalan Colby | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| Amy Drayer | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| Roger Engemann | ||||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| Donald Johnson | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| Gabrielle Jungels-Winkler | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| Nancy Katayama | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| Joanne Glass Keith | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| David Lahar | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| Leslie Ann Lassiter | ||||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| Suzanne Ely Muchnic | ||||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| Andrea Neves | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| Hannah Peter | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| Elizabeth Malott Pohle | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| Hugh Ralston | ||||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| Stephanie Probst Rasines | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| Carolyn Revelle | ||||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| Fran Norris Scoble | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| Jean Bixby Smith | ||||||||||
| Trustee | 2.00 | Yes (X) | $0 | $0 | $0 | |||||
| Carolyn Wagner | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| Emily Jensen Waldorf | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| Roxanne Wilson | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| Ellen Clark Brown | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| Emily Jovais | ||||||||||
| Trustee-elect | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| Elisabeth Salzberg | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| Bonnie Wozencroft | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| Stephen Wozencroft | ||||||||||
| Trustee | 1.00 | Yes (X) | $0 | $0 | $0 | |||||
| Mia Alonzo | ||||||||||
| Controller | 4.00 | 20.00 | Yes (X) | $0 | $117,397 | $25,837 | ||||
| Joanne Coville-through 12614 | ||||||||||
| VP/Business Affairs/Treasurer | 40.00 | Yes (X) | $237,900 | $0 | $31,386 | |||||
| Amy Marcus-Newhall | ||||||||||
| VP Academic Affairs/Dean of Faculty | 40.00 | Yes (X) | $207,860 | $0 | $33,813 | |||||
| Donna Ng - started 12714 | ||||||||||
| VP/Business Affairs/Treasurer | 40.00 | Yes (X) | $0 | $0 | $0 | |||||
| Denise Nelson Nash | ||||||||||
| VP, Board Sec - started 10/14/13 | 40.00 | Yes (X) | $45,205 | $0 | $5,475 | |||||
| Michael Archibald | ||||||||||
| VP for Institutional Advancement | 40.00 | $286,084 | $0 | $42,803 | Yes (X) | |||||
| Victoria Romero | ||||||||||
| VP for Admissions | 40.00 | $161,116 | $0 | $31,336 | Yes (X) | |||||
| Megan Callaway | ||||||||||
| AVP for Institutional Advancement | 40.00 | $144,890 | $0 | $27,441 | Yes (X) | |||||
| Anthony Crowley | ||||||||||
| Faculty | 40.00 | $164,876 | $0 | $23,212 | Yes (X) | |||||
| Marylou Ferry | ||||||||||
| VP Marketing and Communications | 40.00 | $175,992 | $0 | $21,596 | Yes (X) | |||||
| Alan Hartley | ||||||||||
| Faculty | 40.00 | $150,298 | $0 | $18,455 | Yes (X) | |||||
| Cheryl Walker | ||||||||||
| Faculty | 40.00 | $147,104 | $0 | $24,632 | Yes (X) | |||||
| Sally Steffen - through 32013 | ||||||||||
| Chief of Staff/Board Secretary | 40.00 | $113,156 | $0 | $20,212 | Yes (X) | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,267,994 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $117,397 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $472,032 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 56 | 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/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Sodexo | |||||
| 9801 Washington Blvd | Gaithersburg | MD | 20878 | Food Service | $2,479,630 |
| KAR Construction Inc | |||||
| 1094 E 9th Street | Upland | CA | 917865427 | Construction | $1,840,181 |
| Cambridge Associates LLC | |||||
| PO Box 83232 | Chicago | IL | 606910232 | Investment Management | $571,993 |
| Walraven & Westerfeld LLP | |||||
| 101 Enterprise Suite 350 | Aliso Viejo | CA | 92656 | Legal Counsel | $409,779 |
| Drisko Studio Architects Inc | |||||
| 1624 Wilshire Blvd | Santa Monica | CA | 90403 | Architect | $299,930 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 13 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $316,828 | GovernmentGrantsAmt |
| All Other Contributions | $12,193,449 | AllOtherContributionsAmt |
| Noncash Contributions | $974,627 | NoncashContributionsAmt |
| Total Contributions | $12,510,277 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Tuition, Room & Board | 611600 | $57,787,184 | $57,787,184 |
| Co-Curricular Op. | 611600 | $300,212 | $300,212 |
| Summer Programs | 611600 | $178,369 | $178,369 |
| Fed Grants & Contracts | 611600 | $54,599 | $54,599 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $209,584 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $209,584 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $58,529,948 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,013,862 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | -$726,489 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,740,351 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $292,810 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $266,071 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $26,739 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,739 | TotalRevenueColumnAmt |
| Exclusion | $26,739 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $132,194,514 | SecuritiesAmt |
| Other | $28,178,621 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $129,473,624 | SecuritiesAmt |
| Other | $14,619,747 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,720,890 | SecuritiesAmt |
| Other | $13,558,874 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,279,764 | TotalRevenueColumnAmt |
| Exclusion | $16,279,764 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $52,484 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $40,019 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,465 | TotalRevenueColumnAmt |
| Exclusion | $12,465 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $89,373,055 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $58,529,948 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | -$726,489 | UnrelatedBusinessRevenueAmt |
| Exclusion | $19,059,319 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,734,679 | TotalAmt |
| Program Services | $15,734,679 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,071,872 | TotalAmt |
| Program Services | $964,919 | ProgramServicesAmt |
| Management And General | $641,583 | ManagementAndGeneralAmt |
| Fundraising | $465,370 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,120 | TotalAmt |
| Management And General | $37,120 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,564,104 | TotalAmt |
| Program Services | $17,648,452 | ProgramServicesAmt |
| Management And General | $1,171,622 | ManagementAndGeneralAmt |
| Fundraising | $1,744,030 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,203,326 | TotalAmt |
| Program Services | $1,683,640 | ProgramServicesAmt |
| Management And General | $341,449 | ManagementAndGeneralAmt |
| Fundraising | $178,237 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,534,749 | TotalAmt |
| Program Services | $2,321,591 | ProgramServicesAmt |
| Management And General | $8,984 | ManagementAndGeneralAmt |
| Fundraising | $204,174 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,527,374 | TotalAmt |
| Program Services | $1,132,182 | ProgramServicesAmt |
| Management And General | $257,232 | ManagementAndGeneralAmt |
| Fundraising | $137,960 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $597,023 | TotalAmt |
| Management And General | $597,023 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $154,456 | TotalAmt |
| Management And General | $154,456 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,319 | TotalAmt |
| Fundraising | $17,319 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $603,308 | TotalAmt |
| Management And General | $603,308 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,897,929 | TotalAmt |
| Program Services | $1,564,128 | ProgramServicesAmt |
| Management And General | $234,696 | ManagementAndGeneralAmt |
| Fundraising | $99,105 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,010,344 | TotalAmt |
| Program Services | $552,622 | ProgramServicesAmt |
| Management And General | $225,056 | ManagementAndGeneralAmt |
| Fundraising | $232,666 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,133,554 | TotalAmt |
| Program Services | $3,769,063 | ProgramServicesAmt |
| Management And General | $158,262 | ManagementAndGeneralAmt |
| Fundraising | $206,229 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $220,508 | TotalAmt |
| Program Services | $141,777 | ProgramServicesAmt |
| Management And General | $53,838 | ManagementAndGeneralAmt |
| Fundraising | $24,893 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,065,476 | TotalAmt |
| Program Services | $1,903,551 | ProgramServicesAmt |
| Management And General | $147,234 | ManagementAndGeneralAmt |
| Fundraising | $14,691 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,341,851 | TotalAmt |
| Program Services | $1,136,025 | ProgramServicesAmt |
| Management And General | $77,053 | ManagementAndGeneralAmt |
| Fundraising | $128,773 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,064 | TotalAmt |
| Program Services | $4,710 | ProgramServicesAmt |
| Fundraising | $354 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,617,675 | TotalAmt |
| Program Services | $1,603,927 | ProgramServicesAmt |
| Management And General | $9,865 | ManagementAndGeneralAmt |
| Fundraising | $3,883 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,230,455 | TotalAmt |
| Program Services | $9,941,399 | ProgramServicesAmt |
| Management And General | $1,277,637 | ManagementAndGeneralAmt |
| Fundraising | $11,419 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,079,193 | TotalAmt |
| Program Services | $3,963,422 | ProgramServicesAmt |
| Management And General | $101,380 | ManagementAndGeneralAmt |
| Fundraising | $14,391 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $255,969 | TotalAmt |
| Program Services | $7,716 | ProgramServicesAmt |
| Management And General | $248,253 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Building Repair | $1,805,498 | $1,632,444 | $149,644 | $23,410 |
| Books and Periodicals | $37,096 | $37,096 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $354,583 | TotalAmt |
| Program Services | $255,259 | ProgramServicesAmt |
| Management And General | $62,393 | ManagementAndGeneralAmt |
| Fundraising | $36,931 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,100,525 | TotalAmt |
| Program Services | $65,998,602 | ProgramServicesAmt |
| Management And General | $6,558,088 | ManagementAndGeneralAmt |
| Fundraising | $3,543,835 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $946,967 | BOYAmt |
| EOY | $260,177 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,136,245 | BOYAmt |
| EOY | $38,263,845 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,401,830 | BOYAmt |
| EOY | $23,136,946 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $589,986 | BOYAmt |
| EOY | $543,985 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,600 | BOYAmt |
| EOY | $144,642 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,849 | BOYAmt |
| EOY | $63,898 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,606,706 | BOYAmt |
| EOY | $1,719,112 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $144,492,194 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $55,194,177 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,578,438 | BOYAmt |
| EOY | $89,298,017 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $126,019,920 | BOYAmt |
| EOY | $159,613,100 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,366,445 | BOYAmt |
| EOY | $141,443,035 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,732,020 | BOYAmt |
| EOY | $4,652,638 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,576,196 | BOYAmt |
| EOY | $18,919,461 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $441,161,202 | BOYAmt |
| EOY | $478,058,856 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,525,582 | BOYAmt |
| EOY | $4,615,630 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,879,985 | BOYAmt |
| EOY | $1,255,062 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,708,818 | BOYAmt |
| EOY | $37,251,378 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,117,931 | BOYAmt |
| EOY | $6,973,376 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $48,232,316 | BOYAmt |
| EOY | $50,095,446 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,716,206 | BOYAmt |
| EOY | $107,029,836 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $159,879,915 | BOYAmt |
| EOY | $181,060,079 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $133,332,765 | BOYAmt |
| EOY | $139,873,495 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $392,928,886 | BOYAmt |
| EOY | $427,963,410 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $441,161,202 | BOYAmt |
| EOY | $478,058,856 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $13,272,530 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $20,293,151 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,468,843 | 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 |
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 | $418,492 | RevenuesIncludedAmt |
| Assets Included | $18,750,039 | 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 |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $287,855,306 | BeginningYearBalanceAmt |
| Contributions | $6,331,133 | ContributionsAmt |
| Investment Earnings Or Losses | $39,739,102 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,409,059 | GrantsOrScholarshipsAmt |
| Other Expenditures | $11,279,856 | OtherExpendituresAmt |
| Administrative Expenses | $829,890 | AdministrativeExpensesAmt |
| End Year Balance | $318,406,736 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $258,710,735 | BeginningYearBalanceAmt |
| Contributions | $13,646,971 | ContributionsAmt |
| Investment Earnings Or Losses | $30,724,823 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,426,397 | GrantsOrScholarshipsAmt |
| Other Expenditures | $11,033,181 | OtherExpendituresAmt |
| Administrative Expenses | $767,645 | AdministrativeExpensesAmt |
| End Year Balance | $287,855,306 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $269,531,560 | BeginningYearBalanceAmt |
| Contributions | $1,530,313 | ContributionsAmt |
| Investment Earnings Or Losses | $2,521,406 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,448,159 | GrantsOrScholarshipsAmt |
| Other Expenditures | $10,663,297 | OtherExpendituresAmt |
| Administrative Expenses | $761,088 | AdministrativeExpensesAmt |
| End Year Balance | $258,710,735 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $237,299,803 | BeginningYearBalanceAmt |
| Contributions | $4,300,781 | ContributionsAmt |
| Investment Earnings Or Losses | $41,590,496 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,091,897 | GrantsOrScholarshipsAmt |
| Other Expenditures | $9,852,141 | OtherExpendituresAmt |
| Administrative Expenses | $715,482 | AdministrativeExpensesAmt |
| End Year Balance | $269,531,560 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $215,133,918 | BeginningYearBalanceAmt |
| Contributions | $10,302,083 | ContributionsAmt |
| Investment Earnings Or Losses | $25,136,753 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,846,661 | GrantsOrScholarshipsAmt |
| Other Expenditures | $9,754,362 | OtherExpendituresAmt |
| Administrative Expenses | $671,928 | AdministrativeExpensesAmt |
| End Year Balance | $237,299,803 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.10490 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.37900 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.51610 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,497,321 | OtherCostOrOtherBasisAmt |
| Book Value | $2,497,321 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $631,497 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $126,075,154 | OtherCostOrOtherBasisAmt |
| Depreciation | $43,734,868 | DepreciationAmt |
| Book Value | $82,971,783 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,624,886 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,699,609 | DepreciationAmt |
| Book Value | $1,925,277 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,663,336 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,759,700 | DepreciationAmt |
| Book Value | $1,903,636 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $89,298,017 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (5 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Growth oriented hedge funds | $18,049,570 | F |
| Diversifying hedge funds | $40,659,290 | F |
| Bond reserve fund | $388,165 | F |
| Private equity | $78,997,650 | F |
| Other assets | $3,348,360 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $141,443,035 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| Life income and annuities payable | $4,027,176 |
| Liability for staff retirement | $422,424 |
| Government advances for student loans | $1,560,871 |
| Funds held in trust for others | $122,655 |
| Asset retirement obligation | $840,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,973,376 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $95,103,152 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $20,293,151 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,774,933 | OtherRevenueAmt |
| Revenue Not Reported | $22,068,084 | RevenueNotReportedAmt |
| Revenue Subtotal | $73,035,068 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $603,308 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $15,734,679 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $16,337,987 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $89,373,055 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $60,068,628 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $306,090 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $306,090 | ExpensesNotReportedAmt |
| Expenses Subtotal | $59,762,538 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $603,308 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $15,734,679 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $16,337,987 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $76,100,525 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part III, Line 4: | Scripps' collection of art and rare books enrich the teaching of art and humanities at the College, as well as, the cultural community of the Claremont Colleges and environs. |
| Part V, Line 4: | Scripps invests its endowment with the objective to preserve and enhance its purchasing power to support the core mission of the College. The Board of Trustees has adopted a spending policy for pooled investments whereby the amount of investment return available for current operations is determined by applying 5.45% and 5.35% to the twenty-quarter average market value of pooled investments for the years ended June 30, 2014 and 2013, respectively. |
| Part X, Line 2: | The College has no unrecognized tax benefits as of June 30, 2014 and 2013. The College is no longer subject to income tax examinations by taxing authorities for years before 2010 for its federal filings and for years before 2009 for its state filings. |
| Part XI, Line 2d - Other Adjustments: | Unrelated Business Loss from Alternative Investments 763,548. Cost of Goods Sold 40,019. Rental Expense 266,071. Actuarial Adjustment of Annuity and Life Income Liabilities 534,172. Other Comprehensive Pension Loss 171,123. |
| Part XI, Line 4b - Other Adjustments: | Student Financial Aid 15,734,679. |
| Part XII, Line 2d - Other Adjustments: | Cost of Goods Sold 40,019. Rental Expense 266,071. |
| Part XII, Line 4b - Other Adjustments: | Student Financial Aid 15,734,679. |
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 | 0 | 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 (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 | The racial nondiscrimination policy is stated in brochures, the college catalog, and is accessible on the college web-site |
| Schedule E, Part I, Line 6 | The college participates in the following federal programs: Federal Supplemental Educational Opportunity; Federal Family Education Loans; Federal Work-Study Program; Federal Perkins Loans; Federal Pell Grant Program. |
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 | $91,445,056 | 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 | $91,445,056 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $91,445,056 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | 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 |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Washburn & McGoldrick Inc | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 950 New Loudon Rd 200 | AddressLine1 |
| City | Latham | City |
| State | NY | State |
| ZIP Code | 12110 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | Fundraising/Campaign Counsel | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $0 | GrossReceiptsAmt |
| Retained By Contractor | $17,319 | RetainedByContractorAmt |
| Net To Organization | -$17,319 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $17,319 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$17,319 | TotalNetToOrganizationAmt |
| Licensed States | CA | LicensedStatesCd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | Student Financial Aid | GrantTypeTxt |
| Recipient | 614 | RecipientCnt |
| Cash Grant | $15,734,679 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Use of grant funds is monitored through student financial aid and billing process. | 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 |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | 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 (11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Lori Bettison-Varga | ||||||||||||||
| President | $374,014 | $0 | $55,695 | $0 | $3,804 | $0 | $70,200 | $0 | $95,634 | $0 | $599,347 | $0 | $0 | $0 |
| Joanne Coville-through 12614 | ||||||||||||||
| VP/Business Affairs/Treasurer | $237,900 | $0 | $0 | $0 | $0 | $0 | $28,800 | $0 | $2,586 | $0 | $269,286 | $0 | $0 | $0 |
| Amy Marcus-Newhall | ||||||||||||||
| VP Academic Affairs/Dean of Faculty | $207,423 | $0 | $0 | $0 | $437 | $0 | $25,827 | $0 | $7,986 | $0 | $241,673 | $0 | $0 | $0 |
| Michael Archibald | ||||||||||||||
| VP for Institutional Advancement | $236,721 | $0 | $0 | $0 | $49,363 | $0 | $29,304 | $0 | $13,499 | $0 | $328,887 | $0 | $0 | $0 |
| Victoria Romero | ||||||||||||||
| VP for Admissions | $161,116 | $0 | $0 | $0 | $0 | $0 | $19,780 | $0 | $11,556 | $0 | $192,452 | $0 | $0 | $0 |
| Megan Callaway | ||||||||||||||
| AVP for Institutional Advancement | $144,890 | $0 | $0 | $0 | $0 | $0 | $17,636 | $0 | $9,805 | $0 | $172,331 | $0 | $0 | $0 |
| Anthony Crowley | ||||||||||||||
| Faculty | $106,235 | $0 | $0 | $0 | $58,641 | $0 | $13,242 | $0 | $9,970 | $0 | $188,088 | $0 | $0 | $0 |
| Marylou Ferry | ||||||||||||||
| VP Marketing and Communications | $175,992 | $0 | $0 | $0 | $0 | $0 | $21,119 | $0 | $477 | $0 | $197,588 | $0 | $0 | $0 |
| Alan Hartley | ||||||||||||||
| Faculty | $150,298 | $0 | $0 | $0 | $0 | $0 | $18,036 | $0 | $419 | $0 | $168,753 | $0 | $0 | $0 |
| Cheryl Walker | ||||||||||||||
| Faculty | $147,104 | $0 | $0 | $0 | $0 | $0 | $17,703 | $0 | $6,929 | $0 | $171,736 | $0 | $0 | $0 |
| Sally Steffen - through 32013 | ||||||||||||||
| Chief of Staff/Board Secretary | $106,292 | $0 | $0 | $0 | $6,864 | $0 | $13,810 | $0 | $6,402 | $0 | $133,368 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, Line 1a | - All travel for companions of the President is approved by the Board. - The President's written contract includes housing as a condition of employment. It also includes monthly dues for one social club membership for the purpose of conducting college business. No personal social activities are conducted at the social club, therefore, the dues are not included in taxable income. Cleaning services to the President's house are provided as maintenance of a campus owned building, which is used for institutional events as well as being the personal residence of the President and family. No material services are performed in the private use portion of the residence, therefore, the value of the services is not included in taxable compensation. |
| Part I, Line 4b | President Bettison-Varga participated in a supplemental non-qualified retirement plan in the amount of $39,000. |
| Part I, Line 7 | The compensation committee recommends bonuses based on annual performance. |
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 |
|---|---|---|---|---|---|---|---|---|
| California Educational Facilities Authority | ||||||||
| A | 521705592 | 130178LP9 | 2007-10-31 | $30,547,404 | Financing and refinancing | 0 | 0 | 0 |
| California Municipal Finance Authority | ||||||||
| B | 201563466 | 2013-06-20 | $19,875,000 | Financing and Refinancing | 0 | 0 | 0 | |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Capital ExpendituresCapitalExpendituresAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Other Spent ProceedsOtherSpentProceedsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $2,310,000 | $29,738,978 | $2,460,915 | $525,943 | $326,000 | $13,255,285 | 2008 | 0 | Yes (1) | Yes (1) | Yes (1) | |
| B | $9,144,444 | $193,267 | $1,858,523 | 0 | Yes (1) | 0 | Yes (1) | $7,092,654 |
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 | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | 0 | 0 | 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 | 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 (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Date Rebate Computation Performed | Issuer Name: California Educational Facilities Authority Date the Rebate Computation was Performed: 06/30/2013 |
| Schedule K, part I, line A, column (f): | Description of Purpose: Financing and refinancing the acquisition, construction, improvement, rehabilitation, renovation, and equipping of certain educational facilities. |
| Schedule K, Part II, Line 3, Column A | Difference between Part I, Issue Price & Part II, Line 3: The difference is due to what was issued and what was actually drawn down. |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 10 | ContributionCnt |
| Noncash Contributions Rpt F990 | $418,492 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Appraisal | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 36 | ContributionCnt |
| Noncash Contributions Rpt F990 | $540,563 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | Miscellaneous | Desc |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $15,572 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Purchase Price | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 4 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 2 | Bonnie Wozencroft, a trustee, and Stephen Wozencroft, a trustee, are husband and wife. |
| Form 990, Part VI, Section B, line 11 | Scripps utilizes a process for review of the IRS Form 990 Return of Organization Exempt from Income Tax that involves members of management as well as governing board members. Scripps has engaged an outside accounting firm to prepare the Form 990 using information provided by Financial Services, the Office of Human Resources, and the Treasurer's Office. Corrections are made as needed. Once a revised draft is available, it is reviewed by the Controller, Assistant Controller, Assistant Treasurer/Director of Budgeting, Assistant Treasurer/Director of Investments, and the Vice President of Business Affairs/Treasurer. After this review and any resulting changes are complete, the revised draft Form 990 (redacted Schedule B -- Schedule of Contributors) is provided to members of the Scripps Audit Committee of the Board of Trustees for questions and comments in mid-April. Once questions and comments from the Audit Committee are fielded and issues resolved, the Audit Committee accepts the Form 990 with redacted Schedule B. The Form 990 with redacted Schedule B is made available to all voting members of the Board of Trustees for their review prior to filing in early May. Schedule B is available for review by members of the Board of Trustees only upon request. |
| Form 990, Part VI, Section B, line 12c | All officers, trustees and key employees sign a conflict of interest policy. Signed policies are reviewed by Assistant Treasurer/Director of Investments, and any conflicts noted are followed up by Assistant Treasurer and reported to Audit Committee. |
| Form 990, Part VI, Section B, line 15 | The compensation of the President of the College was approved by the Board of Trustees upon the recommendation of the Compensation Committee of the Board of Trustees. The responsibilities of the Compensation Committee include coordinating the annual evaluation of the President; coordinating a 360-degree performance evaluation of the President against specific competencies set by the Board at appropriate intervals; reviewing the goals and objectives set by the Board; recommending salary increases and compensation structure and packages for the President to the Board; reviewing external market trends in compensation of presidents of comparable colleges and their respective officers, key employees and disqualified persons; and advising the President on compensation structures for officers, key employees and disqualified persons and such other matters as shall be determined by the Board. The review of compensation of the officers or key employees was conducted by the President of the College, who solicited the advice and counsel of the Board of Trustees Compensation Committee, which also reviewed comparability data. |
| Form 990, Part VI, Section C, line 19 | - Audited financial statements, principles of community, Code of Conduct and Whistle-blower policy are available on the College's website and upon request from the Treasurer's Office. - Governing documents and conflict of interest policy are made available to the public upon request. |
| Form 990, Part XI, line 9: | Other Comprehensive Pension Loss 171,123. Unrelated Business Loss from Alternative Investments 763,548. Actuarial Adjustment of Annuity and Life Income Liabilities 534,172. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Claremont University Consortium | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 S Mills Ave | AddressLine1 |
| City | Claremont | City |
| State | CA | State |
| ZIP Code | 91711 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954786748 | EIN |
| Primary Activities | Provide academic and business services | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Line 11a, I | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| Charitable Remainder Unitrusts (5) | ||||||||
| 1030 Columbia Ave | Claremont | CA | 91711 | Holding Co | CA | Scripps College | T | Yes (1) |
| Pooled Income Funds (1) | ||||||||
| 1030 Columbia Ave | Claremont | CA | 91711 | Holding Co | CA | Scripps College | T | 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 | 0 | 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 | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |