2014-02-12T14:53:52-08:00 2013-06-30 990 2012-07-01 951644048 Whittier College WHIT 5629074205 13406 East Philadelphia Avenue Whittier CA 90608 James L Dunkelman 2014-02-12 2012 2015-11-30 17:44:51Z X 78882889 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 2036 0 8969355 5660724 69985703 70982638 1708886 2239527 0 80663944 78882889 0 0 42657588 43552827 0 3054689 24757554 26599826 67415142 70152653 13248802 8730236 233636061 250986835 77746425 71943544 155889636 179043291 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 28685709 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. 12891288 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. 9714054 Auxiliary Enterprises: Residential facilities and support, including food services. 6624806 57915857 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 515 0 false 2036 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 Robert Zemsky 1.00 0.00 X 0 0 0 Kate Wiley 1.00 0.00 X 0 0 0 Richard S Ruben 1.00 0.00 X 0 0 0 Geoffrey C Shepard 1.00 0.00 X 0 0 0 Donald Bill E Wood 1.00 0.00 X 0 0 0 James R Parks 1.00 0.00 X 0 0 0 Keith Swayne 1.00 0.00 X 0 0 0 Geraldine Gerry Shepherd 1.00 0.00 X 0 0 0 David D Mandarich 1.00 0.00 X 0 0 0 Alan H Lund 1.00 0.00 X 0 0 0 Edwin Y Keh 1.00 0.00 X 0 0 0 Christopher Caldwell 1.00 0.00 X 0 0 0 Christopher T Martin 1.00 0.00 X 0 0 0 Yukiyasu Yuki Hayashi 1.00 0.00 X 0 0 0 Wayne L Harvey 1.00 0.00 X 0 0 0 Barbara Ondrasik Groce 1.00 0.00 X 0 0 0 James E Mitchell 1.00 0.00 X 0 0 0 Victor R Griego 1.00 0.00 X 0 0 0 Richard I Gilchrist 1.00 0.00 X 0 0 0 Derek MF Chan 1.00 0.00 X 0 0 0 James M Brown 1.00 0.00 X 0 0 0 Steven Weston 1.00 0.00 X 0 0 0 Jennifer L Fuller 1.00 0.00 X 0 0 0 John K Fitzgerald 1.00 0.00 X 0 0 0 William Bill Larson 1.00 0.00 X 0 0 0 Vincent J Daigneault 1.00 0.00 X 0 0 0 Nancy P Woodward 1.00 0.00 X 0 0 0 Peter E Feinberg 1.00 0.00 X 0 0 0 Donald J Herrema 1.00 0.00 X 0 0 0 Jeanne Ortiz 40.00 0.00 X 124675 0 20516 Fred Pfursich 40.00 0.00 X 181984 0 30841 Penelope Bryan 40.00 0.00 X 365823 0 39334 James L Dunkelman 40.00 0.00 X 201145 0 38599 Elizabeth Power Robison 40.00 0.00 X 201480 0 28812 Charlotte Borst 40.00 0.00 X 204652 0 36793 Sharon Herzberger 40.00 0.00 X 337400 0 115352 Neil Cogan 40.00 0.00 X 270266 0 45234 William W Patton 40.00 0.00 X 215875 0 29473 Calvin Peeler 40.00 0.00 X 206663 0 34893 Judith F Daar 40.00 0.00 X 197727 0 28687 David Welkowitz 40.00 0.00 X 188575 0 28081 2696265 476615 46 false true false Southern California Edison PO Box 300 Rosemead CA 917710001 Utility Provider 1195945 Sodexo Inc & Affiliates Dept880328 Los Angeles CA 900880328 In-house facilities. 2790239 Kaiser Foundation Health Plan PO Box 80204 Los Angeles CA 90080 Insurance Provider 1796633 Health Net File 52617 Los Angeles CA 90074 Insurance Provider 1311569 Bon Appetit 1000 West Temple St Los Angeles CA 900740196 In-house food prep. 3326364 33 741985 4918739 946676 5660724 Student tuition and fees 611710 57807545 57807545 Other sources 611710 2598431 2598431 Other auxiliaires service 1625122 1625122 Meal Plan/Housing 8951540 8951540 70982638 2239527 2239527 0 0 0 0 0 0 0 0 78882889 62645503 10576662 0 0 0 0 1927409 241445 1274570 411394 0 31275276 27374963 2490813 1409500 1938070 1620920 193945 123205 6201695 4693330 1344571 163794 2210377 1847700 226374 136303 0 226019 4930 220989 100 184880 4000 179180 1700 0 0 87942 87942 4634441 4109643 398270 126528 81510 81510 2027145 1593078 348983 85084 103370 103370 0 1922583 1785615 119988 16980 1286377 1128606 83111 74660 0 490206 411106 58314 20786 2168177 2168177 0 5280768 4569833 706531 4404 568997 31031 537966 Maintenance & Repair services 693774 544579 136177 13018 Other Services 946389 946389 Bad Debt Expenses 948629 662181 286448 Cost of goods sold 2520355 2520355 2428264 1554606 487935 385723 70152653 57915857 9182107 3054689 23913825 16055286 11956 16169 1035124 658785 239921 262404 0 0 12505526 11343658 0 1763692 2041965 177282915 73504114 105081310 103778801 89047458 114690852 0 0 0 37249 2138915 233636061 250986835 4099067 3756706 908682 1041919 2695336 2701157 53430000 52365000 223598 223598 16389742 11855164 77746425 71943544 X 75837179 94021221 15006416 18471402 65046041 66550668 155889636 179043291 233636061 250986835 X 8730236 5833412 8590007 X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 80221497 1071147 7669878 6230617 88827089 78584709 5389122 -1244187 -2508151 80221497 65409906 3514357 12728687 -3068241 78584709 55496598 7398551 6332847 -3818090 65409906 0.17200 0.82800 false false false 6704442 6704442 1520845 142059562 51186484 92393923 26705499 22317630 4387869 292567 292567 103778801 Interest Rate Swap Liabiility 6748132 Funds held in custody for others 308113 Asset Retirement Obligation 2831171 Actuarial Liability 1967748 11855164 X 78882889 78882889 78882889 70152653 70152653 70152653 Part X Part X : FIN48 Footnote Not Applicable Part V, Line 4 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 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 thepayment of their tuition and fees. Such aid takes the form of grants, loans and work study. X X X X true true X X X X X false false false false false false false false false false William W Patton 215875 16751 12722 245348 Sharon Herzberger 337400 43750 71602 452752 Penelope Bryan 344162 21661 21250 18084 405157 Neil Cogan 270266 20760 24474 315500 Judith F Daar 197727 16337 12350 226414 James L Dunkelman 195145 6000 16893 21706 239744 Fred Pfursich 176384 5600 15143 15698 212825 Elizabeth Power Robison 197880 3600 17224 11588 230292 David Welkowitz 188575 15625 12456 216656 Charlotte Borst 194718 9934 15446 21347 241445 Calvin Peeler 206663 18157 16736 241556 Sch J, Part I, Line 1a 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 false false false false true A false false false false false false Community Honda B Wood Trustee 31213 Auto Dealership false TeamV Creat Coleman R&V Director's spouse 6775 Printing Services false X 25 946676 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 XI, Line 9 Other Changes In Net Assets Or Fund Balances - Other Increases Unrealized Gain on Swap Agreements = $4017617 Form 990, Part XI, Line 9 Other Changes In Net Assets Or Fund Balances - Other Decreases Net Change for Acturial Liab of LI Agree = -$298284 Form 990, Part XI, Line 9 Other Changes In Net Assets Or Fund Balances - Other Increases Gain on sale of other assets = $4870674 Form 990, Part VI, Line 19 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. Form 990, Part VI, Line 15b 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 12c 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 11b Form 990, Part VI, Line 11b: Form 990 Review Process Copy of 990 to Audit Committee on 02/12/14 before submission to IRS and provided for Board of Trustees review on 02/12/14. Form 990, Part V, Line 3b 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 III, Line 4d Form 990, Part III, Line 4d: Other Program Services Description OTHER PROGRAM SERVICES 4: Auxiliary Enterprises: Residential facilities and support, including food services.