2015-02-12T10:11:18-08:00 2014-06-30 990 2013-07-01 951644048 Whittier College WHIT 5629074205 13406 East Philadelphia Avenue Whittier CA 90608 James L Dunkelman VP Finance & Ad 2015-02-12 2013 2016-02-25 16:41:14Z 80065505 false false X www.whittier.edu X 1901 CA Whittier College, an independent, nationally recognized liberal arts institution, provides an important option in American higher education: a distinctive, high quality academic program based upon the liberal arts that also integrate selected professional and pre-professional programs into the core of the college through innovative interdisciplinary curricula.The college's primary mission is to educate students in a small college atmosphere where they can learn, acquire skills, and form attitudes and values appropriate for leading and serving in a global society. It seeks to do this in the context of a diverse, friendly and caring community who is committed to excellence in undergraduate education. 41 31 2020 0 5660724 6597552 70982638 70496520 2239527 2971433 0 78882889 80065505 0 0 43552827 42020114 0 2640530 26599826 29596133 70152653 71616247 8730236 8449258 250986835 277093957 71943544 72612649 179043291 204481308 X Whittier College, an independent, nationally recognized liberal arts institution, provides an important option in American higher education: a distinctive, high quality academic program based upon the liberal arts that also integrate selected professional and pre-professional programs into the core of the college through innovative interdisciplinary curricula.The college's primary mission is to educate students in a small college atmosphere where they can learn, acquire skills, and form attitudes and values appropriate for leading and serving in a global society. It seeks to do this in the context of a diverse, friendly and caring community who is committed to excellence in undergraduate education. false false 30588649 Instruction, research, and sponsorship: Whittier College faculty are fully committed to design and deliver the highest quality instruction to students, combining traditional pedagogy, available technology, personal innovation, and practical application to provide a holistic system that engenders interdisciplinary learning at all levels. Additionally, and critical to keeping classroom instruction contemporary, Whittier College faculty are predominantly active and working scholars, artists, and researchers in their respective fields. While not classified as a research institution, the faculty currently pursue research projects and complete fieldwork across a broad spectrum of disciplines--from the applied and social sciences, to the arts and humanities, to the natural sciences, and more--eliciting financial and other resource support from both federal agencies and private foundations. 13376914 Student services: Whittier is a dynamic and active campus, where there is a clear understanding that learning and growth takes place outside the classroom as well as inside. As such, the College offers a variety of co-curricular programs, services, and opportunities for exercise of student leadership and new experiences. Currently, Whittier operates 21 competitive athletic teams and a yearlong intramural sports program; 10 local societies (fraternities/sororities); student government and three student media organizations; and more than 70 student clubs affiliated with academic programs, cultural or ethnic affinities, the arts, recreational sports, and individual interests. Integral to the liberal arts program in general and a Whittier College education in particular, campus programs that provide additional academic, professional, and personal development are also available via foreign study (January Interim, semester and yearlong programs), off-campus internships, and career counseling. 9785775 Auxiliary Enterprises: Residential facilities and support, including food services. 6299624 60050962 true true false false false false false false false true true false false false true true true true true false false false false false false false false false false true true false false false false false false false false true true true false false false false false false false false false true X 558 0 false 2020 false true false false false false false false 0 false false false false false false false false false false X 41 31 false false false false false false false true true false false true true true true true true true true false X Whittier College 5624644565 13406 East Philadelphia Ave Whittier CA 90608 X Alan H Lund Trustee Chair 1.00 0.00 X 0 0 0 Peter E Feinberg Trustee 1.00 0.00 X 0 0 0 Nancy P Woodward Trustee 1.00 0.00 X 0 0 0 Elizabeth Y Kay-Im Trustee 1.00 0.00 X 0 0 0 Vincent J Daigneault Trustee Treas. 1.00 0.00 X 0 0 0 William Bill Larson Trustee 1.00 0.00 X 0 0 0 John K Fitzgerald WC Alum Trustee 1.00 0.00 X 0 0 0 Jennifer L Fuller Trustee 1.00 0.00 X 0 0 0 Misty M Sanford Trustee 1.00 0.00 X 0 0 0 Steven Weston Alumni Assoc Rp 1.00 0.00 X 0 0 0 James M Brown Trustee 1.00 0.00 X 0 0 0 Fred D Anderson Trustee 1.00 0.00 X 0 0 0 Richard I Gilchrist Trustee 1.00 0.00 X 0 0 0 Victor R Griego WC Alum Trustee 1.00 0.00 X 0 0 0 James E Mitchell Trustee 1.00 0.00 X 0 0 0 Barbara Ondrasik Groce Trustee 1.00 0.00 X 0 0 0 Carey Halio Trustee 1.00 0.00 X 0 0 0 Yukiyasu Yuki Hayashi Trustee 1.00 0.00 X 0 0 0 Christopher T Martin Trustee 1.00 0.00 X 0 0 0 Christopher G Caldwell Trustee 1.00 0.00 X 0 0 0 Edwin Y Keh Trustee 1.00 0.00 X 0 0 0 Maggie Koong Trustee 1.00 0.00 X 0 0 0 Barry M Blechman Trustee 1.00 0.00 X 0 0 0 Janet Cauffman Trustee 1.00 0.00 X 0 0 0 Keith Swayne Trustee 1.00 0.00 X 0 0 0 James R Parks Trustee 1.00 0.00 X 0 0 0 Donald Bill E Wood Trustee 1.00 0.00 X 0 0 0 Kathleen L Kane Trustee 1.00 0.00 X 0 0 0 Richard S Ruben Trustee 1.00 0.00 X 0 0 0 Kate Wiley Trustee Sec. 1.00 0.00 X 0 0 0 Robert Zemsky Trustee 1.00 0.00 X 0 0 0 Sharon Herzberger President 40.00 0.00 X 362400 0 138496 Charlotte Borst VP Academic Aff 40.00 0.00 X 207986 0 35027 Elizabeth Power Robison VP Advancement 40.00 0.00 X 215385 0 29885 James L Dunkelman VP Finance & Ad 40.00 0.00 X 207160 0 39592 Penelope Bryan VP Legal Educat 40.00 0.00 X 369627 0 40226 Fred Pfursich VP Enrollment 40.00 0.00 X 176128 0 34091 Jeanne Ortiz Dean of Student 40.00 0.00 X 128012 0 21078 Neil Cogan Law Professor 40.00 0.00 X 262197 0 45376 William W Patton Law Professor 40.00 0.00 X 221713 0 60542 David Welkowitz Law Professor 40.00 0.00 X 191207 0 28278 I Nelson Rose Law Professor 40.00 0.00 X 173853 0 36863 Rachana Pathak Law Professor 40.00 0.00 X 164916 0 35148 2680584 544602 42 false true false Bon Appetit 1000 West Temple St Los Angeles CA 900740196 In-house food prep. 3443087 Sodexo Inc & Affiliates Dept880328 Los Angeles CA 900880328 In-house facilities. 2872811 Kaiser Foundation Health Plan PO Box 80204 Los Angeles CA 90080 Insurance Provider 1912653 Health Net File 52617 Los Angeles CA 90074 Insurance Provider 1285580 Southern California Edison PO Box 300 Rosemead CA 917710001 Utility Provider 1233078 33 696540 5901012 521378 6597552 Meal Plan/Housing 9652868 9652868 Other auxiliaires service 1848590 1848590 Other sources 611710 2269203 2269203 Student tuition and fees 611710 56725859 56725859 70496520 2971433 2971433 0 0 0 0 0 0 0 0 80065505 73467953 0 0 0 0 2005093 243013 1406649 355431 0 31750341 28763923 1721121 1265297 2017629 1739221 164195 114213 3991667 2658298 1238350 95019 2255384 1940267 188544 126573 0 758032 11305 746727 212890 4000 207165 1725 0 0 132179 132179 5270816 4589326 590131 91359 47131 47131 1673908 1420078 200269 53561 99691 99691 0 2192907 1931931 241280 19696 1386918 1186997 80984 118937 0 509789 443759 55953 10077 2090896 2090896 0 5235554 4504493 726657 4404 567048 44610 522438 Other Services 3398929 3398929 Cost of goods sold 2512284 2512284 Maintenance & Repair services 804755 656596 134390 13769 Equip Rentals and Leases 724949 547556 153846 23547 1977457 1263789 413877 299791 71616247 60050962 8924755 2640530 16055286 16409316 16169 15657 658785 3054485 262404 521396 0 0 11343658 10803018 0 2041965 2120453 183406737 78750931 103778801 104655806 114690852 137445678 0 0 0 2138915 2068148 250986835 277093957 3756706 6212409 1041919 618019 2701157 2335422 52365000 51255000 223598 223598 11855164 11968201 71943544 72612649 X 94021221 108146183 18471402 29136891 66550668 67198234 179043291 204481308 250986835 277093957 X 8449258 11758072 5230687 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 88827089 696247 10303774 99829110 80221497 1071147 7534045 88827089 78584709 5389122 -1244187 -2508151 80221497 65409906 3514357 12728687 -3068241 78584709 7398551 6332847 -3818090 65409906 65409906 0.18400 0.81600 false false false 6704442 6704442 2273472 143496938 54904652 90865758 28026310 23846279 4180031 2905575 2905575 104655806 Actuarial Liability 2038089 Asset Retirement Obligation 2898623 Funds held in custody for others 297190 Interest Rate Swap Liabiility 6734299 11968201 X 80065505 80065505 80065505 71616247 71616247 71616247 Part V, Line 4: Intended uses of the endowment fund. Endowment funds are invested to produce an annual income stream to support endowed faculty compensation and research, general operations, student scholarhsips and facilities maintenance Part X : FIN48 Footnote Not Applicable true true true true true true true false false false false false false false false true false true Schedule E, Line 6 - Explanation of Aid or Assistance from Governmental Agency The college participates in several federal and state student financial aid programs designed to assist students in the payment of their tuition and fees. Such aid takes the form of grants, loans and work study. Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized Schedule E, Line 4 - Explanation of Records and Materials Not Maintained Schedule E, Line 5 - Explanation of Organization Discrimination by Race X X X X true true X X X X X false true false false false false false false false false Charlotte Borst VP Academic Aff 198051 9935 13668 21359 243013 David Welkowitz Law Professor 191207 15625 12653 219485 Elizabeth Power Robison VP Advancement 210585 4800 17792 12093 245270 Fred Pfursich VP Enrollment 176128 15268 18823 210219 I Nelson Rose Law Professor 173853 14580 22283 210716 James L Dunkelman VP Finance & Ad 201160 6000 17402 22190 246752 Neil Cogan Law Professor 262197 20760 24616 307573 Penelope Bryan VP Legal Educat 358796 10831 21675 18551 409853 Rachana Pathak Law Professor 164916 11474 23674 200064 Sharon Herzberger President 362400 66675 71821 500896 William W Patton Law Professor 221713 34267 26275 282255 Part I, Line 1a: Relevant information in regards to selections on 1a. A City of Whittier Variable Rate Demand 951644048 96677PAC8 2008-11-13 56000000 To finance the planning, construction, renovation and/or rem false false A 56000000 770000 4307000 true false true A false true true true false false true A false false false false false false TeamV Creat Coleman R&V Director's spouse 7600 Printing Services false Community Honda D Wood Trustee 795 Auto Dealership false X 17 521378 Wall Street false true true Part I, Line 32, Hire and Use of Third Parties The College hires brokers for the sale of stock gifts. Form 990, Part III, Line 4d: Other Program Services Description OTHER PROGRAM SERVICES 4: Auxiliary Enterprises: Residential facilities and support, including food services. Form 990, Part V, Line 3b: Reason For Not Filing Form 990-T There will be a separate 990-T filing separately by the College. Form 990, Part VI, Line 11b: Form 990 Review Process Copy of 990 to Audit Committee on 02/11/15 before submission to IRS and provided for Board of Trustees review on 02/11/15. Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts A survey is sent annually to all Trustees and Officers and results are closely monitored. Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees The Executive Committee of the Board of Trustees reviews and approves the President's and Officer's compensation packages. The total compensation budget is presented to the Finance Committee for approval and recommendation to the Board of Trustees. The approval process is documented in the Committees' and Board of Trustees minutes of meetings held. Form 990, Part VI, Line 19: Other Organization Documents Publicly Available The college's audited financial statements have all the related and required footnote disclosures.Governing policies of the Board of Trustees are included in the bylaws and other articles of incorporation. Other Changes In Net Assets Or Fund Balances - Other Increases Contributions = $5391244 Other Changes In Net Assets Or Fund Balances - Other Decreases Net Change for Acturial Liab of LI Agree = -$174390 Other Changes In Net Assets Or Fund Balances - Other Increases Unrealized Gain on Swap Agreements = $13833