THE CLAREMONT COLLEGES INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- THE CLAREMONT COLLEGES INC (EIN 95-4786748)
- Tax period
- 2012-07-01 to 2013-06-30
- Filed
- 2014-05-13
- IRS object ID
- 201411339349305916
- Schema version
- 2012v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-05-13T19:55:26-05:00 | Timestamp |
| Tax Period End Date | 2013-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 910189318 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Moss Adams LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3121 West March Lane Suite 100 | AddressLine1 |
| City | Stockton | City |
| State | CA | State |
| ZIP Code | 952192303 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954786748 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Claremont University Consortium | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CLAR | NameControl |
| Phone | 9096218043 | Phone |
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 |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Mia Alonzo | Name |
| Title | Controller | Title |
| Phone | 9096218043 | Phone |
| Date Signed | 2014-05-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Tracy S Paglia | Name |
| PTIN | P00366884 | PTIN |
| Phone | 2099556100 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ML Dinkel | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| 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) |
|---|---|---|
| Gross Receipts | 88484457 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.cuc.claremont.edu | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 2000 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | To advance The Claremont Colleges by promoting collaboration; by providing innovative, high quality, and cost effective customer-oriented services; and by supporting the establishment of new institutions. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 26 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 404 | TotalNbrEmployees |
| Total Nbr Volunteers | 25 | TotalNbrVolunteers |
| Total Gross UBI | -10654 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -14969 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 152560 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 151539 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 34346675 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 35669358 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 424359 | InvestmentIncomePriorYear |
| Investment Income Current Year | 556035 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 188230 | OtherRevenuePriorYear |
| Other Revenue Current Year | 165138 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 35111824 | TotalRevenuePriorYear |
| Total Revenue Current Year | 36542070 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 20793535 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 21157099 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 46594 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 16029999 | OtherExpensePriorYear |
| Other Expenses Current Year | 15918981 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 36823534 | TotalExpensesPriorYear |
| Total Expenses Current Year | 37076080 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -1711710 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | -534010 | RevenuesLessExpensesCY |
| Total Assets BOY | 82622042 | TotalAssetsBOY |
| Total Assets EOY | 82949263 | TotalAssetsEOY |
| Total Liabilities BOY | 29629951 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 27205695 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 52992091 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 55743568 | NetAssetsOrFundBalancesEOY |
| Mission Description | To advance The Claremont Colleges by promoting collaboration; by providing innovative, high quality, and cost effective customer-oriented services; and by supporting the establishment of new institutions. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 12363728 | Expense |
| Revenue | 13860369 | Revenue |
| Description | Academic Support services provided by the Consortium include the central library system and bookstore providing library services and making textbooks available for the faculty and students of the Claremont Colleges. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 4275967 | Expense |
| Revenue | 4793576 | Revenue |
| Description | Student services provided to the Claremont Colleges by the Consortium include: health and counseling services; ethnic centers; an interfaith office of chaplains and campus safety. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 14297608 | Expense |
| Revenue | 17015413 | Revenue |
| Description | Institutional Support services provided to the Claremont Colleges by the Consortium include: food services administration; physical plant and facilities support; payroll and accounting; information technology; real estate; risk management; and employee benefits. Additional functions include advancing The Claremont Colleges, founding additional institutions and promoting cooperation among members to enhance programs. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 30937303 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 1 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 1 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 97 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 404 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 1 | UnrelatedBusinessIncome |
| Form990-T Filed | 1 | Form990-TFiled |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Excess Business Holdings | 0 | ExcessBusinessHoldings |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 26 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Mia Alonzo | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9096218043 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 101 S Mills Ave | AddressLine1 |
| City | Claremont | City |
| State | CA | State |
| ZIP Code | 91711 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (38 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| Robert A Walton | ||||||||
| Chief Exec Officer | 40.00 | X | X | 281540 | 0 | 55516 | ||
| Robert E Gipson | ||||||||
| Member at Large | 2.00 | X | 0 | 0 | 0 | |||
| Robert L Adler | ||||||||
| Vice Chair of the Board | 2.00 | X | X | 0 | 0 | 0 | ||
| Robert E Curry | ||||||||
| Constituent Member | 2.00 | X | 0 | 0 | 0 | 1.00 | ||
| Bryant C Danner | ||||||||
| Chair of the Board | 4.00 | X | X | 0 | 0 | 0 | ||
| Pamela B Gann | ||||||||
| Constituent Member | 1.00 | X | 0 | 611675 | 123112 | 40.00 | ||
| R Stanton Hales | ||||||||
| Member at Large | 2.00 | X | 0 | 0 | 0 | |||
| Maria M Klawe | ||||||||
| Constituent Member | 1.00 | X | 0 | 470395 | 75953 | 50.00 | ||
| Robin Kramer | ||||||||
| Constituent Member | 1.00 | X | 0 | 0 | 0 | 4.00 | ||
| Brenda A Levin | ||||||||
| Member at Large | 2.00 | X | 0 | 0 | 0 | |||
| Harry T McMahon | ||||||||
| Constituent Member | 1.00 | X | 0 | 0 | 0 | 1.00 | ||
| David W Oxtoby | ||||||||
| Constituent Member | 1.00 | X | 0 | 422734 | 96185 | 40.00 | ||
| Sheldon M Schuster | ||||||||
| Constituent Member | 1.00 | X | 0 | 381635 | 40987 | 40.00 | ||
| Laura Skandera Trombley | ||||||||
| Constituent Member | 1.00 | X | 0 | 485318 | 224129 | 70.00 | ||
| Donald P Baker | ||||||||
| Constituent Member | 1.00 | X | 0 | 0 | 0 | 2.50 | ||
| Lori Bettison-Varga | ||||||||
| Constituent Member | 1.00 | X | 0 | 402261 | 140008 | 40.00 | ||
| Susan A Nelson | ||||||||
| Member at Large | 1.00 | X | 0 | 0 | 0 | |||
| Linda Davis Taylor | ||||||||
| Constituent Member | 2.00 | X | 0 | 0 | 0 | 6.00 | ||
| James E Blancarte | ||||||||
| Member at Large | 1.00 | X | 0 | 0 | 0 | |||
| Deborah Freund | ||||||||
| Constituent Member | 1.00 | X | 0 | 425976 | 132284 | 40.00 | ||
| W Roderick Hamilton | ||||||||
| Member at Large | 1.00 | X | 0 | 0 | 0 | |||
| Cristina Rose | ||||||||
| Member at Large | 1.00 | X | 0 | 0 | 0 | |||
| Charles Winner | ||||||||
| Member at Large | 1.00 | X | 0 | 0 | 0 | |||
| Jeanne M Buckley | ||||||||
| Constituent Member | 1.00 | X | 0 | 0 | 0 | 5.00 | ||
| Tracey C Doi | ||||||||
| Member at Large | 1.00 | X | 0 | 0 | 0 | |||
| Wayne Drinkward | ||||||||
| Constituent Member | 1.00 | X | 0 | 0 | 0 | 1.00 | ||
| Kenneth Pifer | ||||||||
| Asst VP/Fin Svc/Ben Admin (01/2013) | 40.00 | X | 146973 | 0 | 32050 | |||
| Bonnie Clemens | ||||||||
| Sec to Bd/Asst to CEO | 40.00 | X | 156439 | 0 | 30251 | |||
| Timothy Morrison | ||||||||
| Assoc VP/Fac/Mgmt & Pln | 40.00 | X | 140940 | 0 | 16136 | |||
| Mia Alonzo | ||||||||
| Controller | 20.00 | X | 117221 | 0 | 26370 | 24.00 | ||
| Denise Hayes | ||||||||
| VP Stud Serv/Dean | 40.00 | X | 199851 | 0 | 30813 | |||
| ML Dinkel | ||||||||
| Executive Vice President | 40.00 | X | 146652 | 0 | 16624 | |||
| Audrey Morabito | ||||||||
| Assoc VP/Asst Treasurer | 40.00 | X | 0 | 0 | 0 | |||
| Timothy Moody | ||||||||
| Physician | 40.00 | 144067 | 0 | 23497 | X | |||
| Rene Yang | ||||||||
| Director, Asia Relations | 40.00 | 131004 | 0 | 28208 | X | |||
| Shahram Ariane | ||||||||
| Director, Campus Safety | 40.00 | 130302 | 0 | 30015 | X | |||
| John McDonald | ||||||||
| AVP/CIO | 40.00 | 127847 | 0 | 29935 | X | |||
| Bruce Spena | ||||||||
| Director, Central Facilities | 40.00 | 125172 | 0 | 29975 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1848008 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 3199994 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1182048 | TotalOtherCompensation |
| Number Individuals GT100 K | 15 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Robert Half International Inc | |||||
| PO Box 743295 | Los Angeles | CA | 900743295 | Temporary Employment Agency | 312867 |
| Beyond Services Inc | |||||
| 11219 Rosburg Rd | Beaumont | CA | 92223 | Cleaning Services | 240812 |
| OCLC Inc | |||||
| Dept 34299 PO Box 39000 | San Francisco | CA | 94139 | Cataloging Services | 165038 |
| Braeger Construction Inc | |||||
| 1474 W 9TH ST Ste A-1 | Upland | CA | 91786 | Construction | 160868 |
| Blackboard Inc | |||||
| PO Box 200957 | Pittsburgh | PA | 152510957 | Software Consulting | 132574 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 12 | NumberOfContractorsGT100K |
| All Other Contributions | 151539 | AllOtherContributions |
| Noncash Contributions | 15978 | NoncashContributions |
| Total Contributions | 151539 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Support services | 611710 | 35248992 | 35248992 |
| Program Rental | 611710 | 371304 | 371304 |
| Student Loan Interest | 611710 | 49062 | 49062 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 35669358 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 183126 | TotalRevenueColumn |
| Unrelated Business Revenue | -11731 | UnrelatedBusinessRevenue |
| Exclusion | $194,857 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 202766 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 37628 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 165138 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 165138 | TotalRevenueColumn |
| Exclusion | $165,138 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 52277668 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 51904759 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 372909 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 372909 | TotalRevenueColumn |
| Unrelated Business Revenue | 1077 | UnrelatedBusinessRevenue |
| Exclusion | $371,832 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 36542070 | TotalRevenueColumn |
| Related Or Exempt Function Income | 35669358 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -10654 | UnrelatedBusinessRevenue |
| Exclusion | $731,827 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1571634 | Total |
| Program Services | 377399 | ProgramServices |
| Management And General | 1177725 | ManagementAndGeneral |
| Fundraising | 16510 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14323956 | Total |
| Program Services | 12314720 | ProgramServices |
| Management And General | 2009236 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1832700 | Total |
| Program Services | 1571174 | ProgramServices |
| Management And General | 261526 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2398474 | Total |
| Program Services | 2013359 | ProgramServices |
| Management And General | 385115 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1030335 | Total |
| Program Services | 840208 | ProgramServices |
| Management And General | 190127 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 696136 | Total |
| Program Services | 556111 | ProgramServices |
| Management And General | 140025 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 194104 | Total |
| Program Services | 124182 | ProgramServices |
| Management And General | 69922 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 158426 | Total |
| Management And General | 158426 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 204625 | Total |
| Management And General | 204625 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 831132 | Total |
| Program Services | 793252 | ProgramServices |
| Management And General | 37880 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 182813 | Total |
| Program Services | 143298 | ProgramServices |
| Management And General | 25847 | ManagementAndGeneral |
| Fundraising | 13668 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1618039 | Total |
| Program Services | 1467490 | ProgramServices |
| Management And General | 147860 | ManagementAndGeneral |
| Fundraising | 2689 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 895302 | Total |
| Program Services | 205467 | ProgramServices |
| Management And General | 689835 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1165852 | Total |
| Program Services | 1064610 | ProgramServices |
| Management And General | 101242 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 376995 | Total |
| Program Services | 323516 | ProgramServices |
| Management And General | 53451 | ManagementAndGeneral |
| Fundraising | 28 | Fundraising |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 102908 | Total |
| Program Services | 44804 | ProgramServices |
| Management And General | 57543 | ManagementAndGeneral |
| Fundraising | 561 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 804028 | Total |
| Program Services | 780025 | ProgramServices |
| Management And General | 24003 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 332580 | Total |
| Program Services | 282490 | ProgramServices |
| Management And General | 41655 | ManagementAndGeneral |
| Fundraising | 8435 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2406464 | Total |
| Program Services | 2346053 | ProgramServices |
| Management And General | 60411 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 94781 | Total |
| Program Services | 86469 | ProgramServices |
| Management And General | 8312 | ManagementAndGeneral |
Other Expenses OtherExpenses (2 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| Books & periodicals | 3884941 | 3884941 | |
| Building repair | 1465666 | 1343567 | 122099 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 504189 | Total |
| Program Services | 374168 | ProgramServices |
| Management And General | 125318 | ManagementAndGeneral |
| Fundraising | 4703 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 37076080 | Total |
| Program Services | 30937303 | ProgramServices |
| Management And General | 6092183 | ManagementAndGeneral |
| Fundraising | 46594 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 582874 | BOY |
| EOY | 718847 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3748392 | BOY |
| EOY | 4108497 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 90646 | BOY |
| EOY | 91140 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3140602 | BOY |
| EOY | 3452972 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 345659 | BOY |
| EOY | 300839 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1876726 | BOY |
| EOY | 2364774 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 66814072 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 27013153 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45794048 | BOY |
| EOY | 39800919 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 16037980 | BOY |
| EOY | 16704037 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8771564 | BOY |
| EOY | 13021966 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1506861 | BOY |
| EOY | 1972215 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 726690 | BOY |
| EOY | 413057 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82622042 | BOY |
| EOY | 82949263 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5289336 | BOY |
| EOY | 4519707 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 17479763 | BOY |
| EOY | 17162948 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1645077 | BOY |
| EOY | 2484500 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5215775 | BOY |
| EOY | 3038540 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29629951 | BOY |
| EOY | 27205695 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26090674 | BOY |
| EOY | 27697460 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14213744 | BOY |
| EOY | 15346669 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 12687673 | BOY |
| EOY | 12699439 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 52992091 | BOY |
| EOY | 55743568 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82622042 | BOY |
| EOY | 82949263 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | -534010 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 1736038 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 1549449 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Separate | X | FinancialStatementSeparate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (7 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | AmountAmount |
|---|---|---|---|
| Pomona College | |||
| 951664112 | 2 | 1 | $0 |
| Claremont Graduate University | |||
| 951664100 | 2 | 1 | $0 |
| Scripps College | |||
| 951664123 | 2 | 1 | $0 |
| Claremont McKenna College | |||
| 951664101 | 2 | 1 | $0 |
| Harvey Mudd College | |||
| 951911219 | 2 | 1 | $0 |
| Pitzer College | |||
| 952261113 | 2 | 1 | $0 |
| Keck Graduate Institute of Applied Life Sciences | |||
| 954625327 | 2 | 1 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 7 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 0 | SumOfAmounts |
| General Explanation | Schedule A, Part IV, Supplemental Information: Schedule A, Part I, Line 11(h), Column (vii) - Amount of Support: The purpose of Claremont University Consortium is to support The Claremont Colleges (organizations listed under Schedule A, Part I, item 11h). Therefore, all of the $30,937,303 of program expenses are support paid for the benefit of the organizations listed. | GeneralExplanation |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 0 | RevenuesIncluded |
| Assets In Part X | 31600 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
Collection Used For Other CollectionUsedForOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used For Other Purposes | X | CollectionUsedForOtherPurposes |
| Description Of Other Purposes | See Part XIV | DescriptionOfOtherPurposes |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Solicited Assets For Sale | 0 | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 26648529 | BeginningOfYearBalance |
| Contributions | 4495 | Contributions |
| Investment Earnings Or Losses | 2558327 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 20295 | GrantsOrScholarships |
| Other Expenditures | 1331927 | OtherExpenditures |
| Administrative Expenses | 197982 | AdministrativeExpenses |
| End Of Year Balance | 27661147 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 28465506 | BeginningOfYearBalance |
| Contributions | 15607 | Contributions |
| Investment Earnings Or Losses | -274533 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 23377 | GrantsOrScholarships |
| Other Expenditures | 1347807 | OtherExpenditures |
| Administrative Expenses | 186867 | AdministrativeExpenses |
| End Of Year Balance | 26648529 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 24579700 | BeginningOfYearBalance |
| Contributions | 3584 | Contributions |
| Investment Earnings Or Losses | 5390286 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 23661 | GrantsOrScholarships |
| Other Expenditures | 1310639 | OtherExpenditures |
| Administrative Expenses | 173764 | AdministrativeExpenses |
| End Of Year Balance | 28465506 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 22571181 | BeginningOfYearBalance |
| Contributions | 12047 | Contributions |
| Investment Earnings Or Losses | 3503542 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 21218 | GrantsOrScholarships |
| Other Expenditures | 1362868 | OtherExpenditures |
| Administrative Expenses | 122984 | AdministrativeExpenses |
| End Of Year Balance | 24579700 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 30342554 | BeginningOfYearBalance |
| Contributions | 117340 | Contributions |
| Investment Earnings Or Losses | -6454824 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 20286 | GrantsOrScholarships |
| Other Expenditures | 1282623 | OtherExpenditures |
| Administrative Expenses | 130980 | AdministrativeExpenses |
| End Of Year Balance | 22571181 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.01000 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.46000 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.53000 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | 1 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 1 | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | 1 | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5292003 | OtherCostOrOtherBasis |
| Book Value | 5292003 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 45303925 | OtherCostOrOtherBasis |
| Depreciation | 15493128 | Depreciation |
| Book Value | 29810797 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 13907815 | OtherCostOrOtherBasis |
| Depreciation | 10560274 | Depreciation |
| Book Value | 3347541 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2310329 | OtherCostOrOtherBasis |
| Depreciation | 959751 | Depreciation |
| Book Value | 1350578 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 39800919 | TotalOfBookValueLandBuildings |
Closely Held Equity Interests CloselyHeldEquityInterests
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | 213370 | BookValue |
| Method Of Valuation | C | MethodOfValuation |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| Absolute Return | 6111088 | F |
| Private Equity/Venture Capital | 3147458 | F |
| Inflation hedging | 3550050 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 13021966 | TotalOfBookValueSecurities |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Defined benefit plan payable | $2,392,721 |
| Funds held in trust for others | $413,057 |
| Asset retirement obligation | $232,762 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3038540 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
| Tot Revenue Etc Audited Fincl Stmt | 40183617 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1736038 | NetUnrealizedGainsInvestments |
| Other Revenues | 2110134 | OtherRevenues |
| Revenue Not Rptd F990 | 3846172 | RevenueNotRptdF990 |
| Revenue Subtotal | 36337445 | RevenueSubtotal |
| Investment Expenses Not Included | 204625 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 204625 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 36542070 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 37432140 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 560685 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 560685 | ExpensesNotRptdF990 |
| Expenses Subtotal | 36871455 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 204625 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 204625 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 37076080 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Part III, Line 4: | Claremont University Consortium holds a historic musical instrument (violin), which is used for research, exhibition, teaching, performance, loan programs and preservation for future generations, which furthers the educational purpose of the affiliated institutions. | |
| Part V, Line 4: | Claremont University Consortium uses the earnings of its endowment funds according to the direction of the donor. Earnings are primarily used to support the Libraries of the Claremont Colleges and intercollegiate scholarships and professorships. Where no donor intent is specified, the earnings fund the general operations of the Consortium. | Description of Intended Use of Endowment Funds: |
| Part X, Line 2: | In accordance with generally accepted accounting principles, the Consortium had no uncertain tax positions at June 30, 2013 and 2012. | Description of Uncertain Tax Positions Under FIN 48: |
| Actuarial Adjustment 9,615. Comprehensive Pension Expense 1,539,834. Rental Expense 37,628. Cost of Sale 523,057. | Part XI, Line 2d - Other Adjustments: | |
| Cost of Sale 523,057. Rental Expense 37,628. | Part XII, Line 2d - Other Adjustments: |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | Central America and the Caribbean - | Region |
| Number Of Offices | 0 | NumberOfOffices |
| Number Of Employees | 0 | NumberOfEmployees |
| Type Of Activities Conducted | Investments | TypeOfActivitiesConducted |
| Total Expenditures | 6111088 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 6111088 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 6111088 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Written Policy Re T And E Expenses | 0 | WrittenPolicyReTAndEExpenses |
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (18 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Robert A Walton | ||||||||||||||
| Chief Exec Officer | 229839 | 0 | 0 | 0 | 51701 | 0 | 27798 | 0 | 27718 | 0 | 337056 | 0 | 0 | 0 |
| Pamela B Gann | ||||||||||||||
| Constituent Member | 0 | 445173 | 0 | 0 | 0 | 166502 | 0 | 44798 | 0 | 78314 | 0 | 734787 | 0 | 115126 |
| Maria M Klawe | ||||||||||||||
| Constituent Member | 0 | 441066 | 0 | 0 | 0 | 29329 | 0 | 30000 | 0 | 45953 | 0 | 546348 | 0 | 0 |
| David W Oxtoby | ||||||||||||||
| Constituent Member | 0 | 422734 | 0 | 0 | 0 | 0 | 0 | 47177 | 0 | 49008 | 0 | 518919 | 0 | 0 |
| Sheldon M Schuster | ||||||||||||||
| Constituent Member | 0 | 327187 | 0 | 0 | 0 | 54448 | 0 | 30000 | 0 | 10987 | 0 | 422622 | 0 | 0 |
| Laura Skandera Trombley | ||||||||||||||
| Constituent Member | 0 | 467016 | 0 | 0 | 0 | 18302 | 0 | 183334 | 0 | 40795 | 0 | 709447 | 0 | 0 |
| Lori Bettison-Varga | ||||||||||||||
| Constituent Member | 0 | 358018 | 0 | 40750 | 0 | 3493 | 0 | 30000 | 0 | 110008 | 0 | 542269 | 0 | 0 |
| Deborah Freund | ||||||||||||||
| Constituent Member | 0 | 398769 | 0 | 25000 | 0 | 2207 | 0 | 52798 | 0 | 79486 | 0 | 558260 | 0 | 0 |
| Kenneth Pifer | ||||||||||||||
| Asst VP/Fin Svc/Ben Admin (01/2013) | 146201 | 0 | 0 | 0 | 772 | 0 | 16021 | 0 | 16029 | 0 | 179023 | 0 | 0 | 0 |
| Bonnie Clemens | ||||||||||||||
| Sec to Bd/Asst to CEO | 153179 | 0 | 0 | 0 | 3260 | 0 | 16534 | 0 | 13717 | 0 | 186690 | 0 | 0 | 0 |
| Timothy Morrison | ||||||||||||||
| Assoc VP/Fac/Mgmt & Pln | 139100 | 0 | 0 | 0 | 1840 | 0 | 14662 | 0 | 1474 | 0 | 157076 | 0 | 0 | 0 |
| Denise Hayes | ||||||||||||||
| VP Stud Serv/Dean | 183352 | 0 | 0 | 0 | 16499 | 0 | 21000 | 0 | 9813 | 0 | 230664 | 0 | 0 | 0 |
| ML Dinkel | ||||||||||||||
| Executive Vice President | 126932 | 0 | 0 | 0 | 19720 | 0 | 13418 | 0 | 3206 | 0 | 163276 | 0 | 0 | 0 |
| Timothy Moody | ||||||||||||||
| Physician | 141490 | 0 | 0 | 0 | 2577 | 0 | 14783 | 0 | 8714 | 0 | 167564 | 0 | 0 | 0 |
| Rene Yang | ||||||||||||||
| Director, Asia Relations | 131004 | 0 | 0 | 0 | 0 | 0 | 14133 | 0 | 14075 | 0 | 159212 | 0 | 0 | 0 |
| Shahram Ariane | ||||||||||||||
| Director, Campus Safety | 128862 | 0 | 0 | 0 | 1440 | 0 | 13929 | 0 | 16086 | 0 | 160317 | 0 | 0 | 0 |
| John McDonald | ||||||||||||||
| AVP/CIO | 127217 | 0 | 0 | 0 | 630 | 0 | 13937 | 0 | 15998 | 0 | 157782 | 0 | 0 | 0 |
| Bruce Spena | ||||||||||||||
| Director, Central Facilities | 124032 | 0 | 0 | 0 | 1140 | 0 | 13345 | 0 | 16630 | 0 | 155147 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (4 entries)
| Return ReferenceReturnReference | ExplanationExplanation |
|---|---|
| Part I, Line 1a | A housing allowance in the amount of $12,000 was paid to the VP Student Services/Dean. The allowance was included in taxable compensation. |
| Part I, Line 1b | CUC does not have a formal written policy regarding housing allowances, however such allowances may be negotiated and included in an employee's contract with Board approval. |
| Part I, Line 4b | Presidents of the Claremont Colleges participate in Section 457(f) plans provided by their respective institution. One or more of the Presidents received a payment per their plan agreement during the year. |
| Part I, Line 7 | Non-fixed payments such as bonuses are granted at the request of an employee's manager to provide compensation for unique or one-time projects or other discrete issues. |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| CA Educational Facilities Authority | ||||||||
| A | 521705592 | 130178ZQ2 | 2011-04-07 | 9095717 | Facilities Renewal & Construction | 0 | 0 | 0 |
| CA Educational Facilities Authority | ||||||||
| B | 521705592 | 130178P91 | 2012-08-02 | 9212026 | Facilities Renewal & Construction | 0 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Bond ReferenceBondReferenceCd | Amount RetiredAmountRetired | Total ProceedsTotalProceeds | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|
| A | 720000 | 9095756 | 182732 | 3375037 | 5537986 | 2011 | 1 | 0 | 1 | 1 |
| B | 365000 | 9212027 | 179979 | 9032047 | 2012 | 1 | 0 | 1 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0 | 0 | 1 |
| B | 0 | 0 | 0 | 0 | 0.00000 | 0.00000 | 0 | 0 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Rebate Not Due YetRebateNotDueYet | Exception To RebateExceptionToRebate | No Rebate DueNoRebateDue | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 1 | 0 | 0 | 0 | 0 | 0 | 1 |
| B | 0 | 0 | 1 | 0 | 0 | 0 | 0 | 0 | 1 |
Form990 Schedule K Part V Form990ScheduleKPartV (2 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | 1 |
| B | 1 |
Form990 Schedule K Part VI Form990ScheduleKPartVI (3 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| Additional Information: | Written procedures for tax exempt bonds were approved by management in April 2013 and approved by the Board of Overseers on October 16, 2013. | |
| Schedule K, Part II, Line 3, Column A | The difference between the issue price of $9,095,717 and the proceeds of $9,095,756 is a result of investment earnings. | Total Proceeds of Issue |
| Schedule K, Part II, Line 3, Column B | The difference between the issue price of $9,212,026 and the proceeds of $9,212,027 is a result of investment earnings. | Total Proceeds of Issue |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Edison Int'lSo Cal Edison | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | Robert Adler, Vice Chair of the Board | Relationship |
| Amount Of Transaction | 440155 | AmountOfTransaction |
| Description Of Transaction | SCE provides electrical power to the Consortium | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| Form 990, Part VI, Section A, line 7a | The Claremont University Consortium ("CUC") is the central coordinating institution of The Claremont Colleges, a cluster of seven undergraduate, graduate, and professional academic institutions ("Member Institutions"). The governing body of the CUC is its Board of Overseers ("Board"). The Board is composed of 14 Constituent Overseers (the Board Chair and the President of each of the seven Member Institutions, who are elected or appointed by the board of trustees of each respective Member Institution, and not by the Board of the CUC) and up to 11 At-Large Overseers, who are elected by the Board of the CUC. | |
| Form 990, Part VI, Section A, line 7b | The CUC is governed, in part, by a constitution. Article VIII of that constitution provides that it may be amended by the Board, however amendments to six specific articles (Article II, Objectives, Article IV, Central Coordinating Institution, Article V, Size of Member Institutions, Article VI, Instructional Services, Article VII, Procedures for New Colleges and Other Institutions, and Article VIII, Amendments) become effective only "upon ratification by the respective boards of the member institutions." Approval of a majority of the boards of trustees of the Member Institutions is also required for certain land transactions. | |
| Form 990, Part VI, Section B, line 11 | CUC utilizes a process for review of the IRS Form 990 Return of Organization Exempt from Income Tax that involves multiple layers of management as well as governing board members. CUC has engaged an outside accounting firm to prepare the 990 using information provided by individuals in the Office of Financial Services, the Office of Human Resources, and the CUC Business Affairs Office, and changes are made as needed. Once a revised draft is available, the draft is reviewed by the Controller and Executive Vice President/Chief Operating Officer. After this review and any resulting changes are complete, the revised draft is provided to members of the CUC Audit Committee for questions and comments. Once questions and comments from the Audit Committee are fielded and issues resolved, the Audit Committee accepts the 990 and provides it to all voting members of the Board of Overseers prior to filing. | |
| Form 990, Part VI, Section B, line 12c | The Conflict of Interest Policy applies to overseers, officers and employees of Claremont University Consortium. Each year, the Secretary of the Board sends a copy of the policy along with a survey to all overseers and officers to determine if there are any conflicts of interest. The results are reviewed by the Chief Executive Officer to determine if any conflicts exist and are reported to the Audit Committee annually. Any action required due to a conflict is evaluated on a case by case basis. | |
| Form 990, Part VI, Section B, line 15 | Claremont University Consortium has an executive compensation review policy in place for independent review by the Executive Committee of the Board of Overseers. Each year a report of compensation for officers, key employees and other disqualified persons (see Part VII) is prepared which includes historic compensation data, and national and regional survey data. The Executive Committee meets to approve total compensation before any changes are implemented. Comparability data has been prepared and presented to the Executive Committee, and is in the process of being reviewed. Compensation increases will be made once the review is complete and may be retroactive to July 1, 2013. Contemporaneous substantiation of the compensation approval is maintained in the form of board committee minutes. | |
| Form 990, Part VI, Section C, line 19 | The governing/organizing documents are made available to the public upon request. The conflict of interest policy and the financial statements are available on the Claremont University Consortium website. http://www.cuc.claremont.edu/ | |
| Form 990, Part XI, line 9: | Comprehensive Pension Expense 1,539,834. Actuarial Adjustment 9,615. | Changes in Net Assets or Fund Balances: |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| Pomona College | ||||||||||
| 550 N College Ave | Claremont | CA | 91711 | 951664112 | Education | CA | 501(c)(3) | 2 | N/A | 0 |
| Claremont Graduate University | ||||||||||
| 150 E 10th Street | Claremont | CA | 91711 | 951664100 | Education | CA | 501(c)(3) | 2 | N/A | 0 |
| Scripps College | ||||||||||
| 1030 Columbia | Claremont | CA | 91711 | 951664123 | Education | CA | 501(c)(3) | 2 | N/A | 0 |
| Claremont McKenna College | ||||||||||
| 500 E 9th Street | Claremont | CA | 91711 | 951664101 | Education | CA | 501(c)(3) | 2 | N/A | 0 |
| Harvey Mudd College | ||||||||||
| 301 Platt Blvd | Claremont | CA | 91711 | 951911219 | Education | CA | 501(c)(3) | 2 | N/A | 0 |
| Pitzer College | ||||||||||
| 1050 N Mills | Claremont | CA | 91711 | 952261113 | Education | CA | 501(c)(3) | 2 | N/A | 0 |
| Keck Graduate Institute | ||||||||||
| 535 Watson Dr | Claremont | CA | 91711 | 954625327 | Education | CA | 501(c)(3) | 2 | N/A | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 1 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 1 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |