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POMONA COLLEGE: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
POMONA COLLEGE (EIN 95-1664112)
Tax period
2012-07-01 to 2013-06-30
Filed
2014-05-14
IRS object ID
201431349349306883
Schema version
2012v2.3
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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2014-05-14T16:13:17-05:00Timestamp
Tax Period End Date2013-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1KPMG LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1355 S Grand Ave Suite 2000AddressLine1
CityLos AngelesCity
StateCAState
ZIP Code90071ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN951664112EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Pomona CollegeBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of Name% MARY LOU WOODSInCareOfName
Name ControlPOMONameControl
Phone9096218135Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1550 N COLLEGE AVENUEAddressLine1
Address Line2SuiteAddressLine2
CityCLAREMONTCity
StateCAState
ZIP Code917114434ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameKAREN SISSONName
TitleVP & TREASURERTitle
Phone9096218276Phone
Date Signed2014-05-13DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
Phone2139724000Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonDAVID OXTOBYNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1550 N COLLEGE AVENUEAddressLine1
CityCLAREMONTCity
StateCAState
ZIP Code917114434ZIPCode
FieldValueIRS element (for citing)
Gross Receipts724971580GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.POMONA.EDUWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1887YearFormation
State Legal DomicileCAStateLegalDomicile
Activity Or Mission DescriptionPOMONA COLLEGE IS A HIGHLY RANKED INDEPENDENT, COEDUCATIONAL LIBERAL ARTS INSTITUTION DEDICATED TO THE PURSUIT OF KNOWLEDGE AND UNDERSTAN- DING THROUGH THE STUDY OF THE SCIENCES AND THE HUMANITIES.ActivityOrMissionDescription
Nbr Voting Members Governing Body34NbrVotingMembersGoverningBody
Nbr Independent Voting Members33NbrIndependentVotingMembers
Total Nbr Employees2645TotalNbrEmployees
Total Nbr Volunteers842TotalNbrVolunteers
Total Gross UBI-3712968TotalGrossUBI
Net Unrelated Business Txbl Income-5523029NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year18863210ContributionsGrantsPriorYear
Contributions Grants Current Year17708985ContributionsGrantsCurrentYear
Program Service Revenue Prior Year83234388ProgramServiceRevenuePriorYear
Program Service Revenue CY87546415ProgramServiceRevenueCY
Investment Income Prior Year121638843InvestmentIncomePriorYear
Investment Income Current Year92990068InvestmentIncomeCurrentYear
Other Revenue Prior Year1433277OtherRevenuePriorYear
Other Revenue Current Year1409408OtherRevenueCurrentYear
Total Revenue Prior Year225169718TotalRevenuePriorYear
Total Revenue Current Year199654876TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year29426100GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY31922456GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year72494015SalariesEtcPriorYear
Salaries Etc Current Year75841512SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year21300TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY266107TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year7723844TotalFundrsngExpCurrentYear
Other Expense Prior Year65866145OtherExpensePriorYear
Other Expenses Current Year70409617OtherExpensesCurrentYear
Total Expenses Prior Year167807560TotalExpensesPriorYear
Total Expenses Current Year178439692TotalExpensesCurrentYear
Revenues Less Expenses Prior Year57362158RevenuesLessExpensesPriorYear
Revenues Less Expenses CY21215184RevenuesLessExpensesCY
Total Assets BOY2350970300TotalAssetsBOY
Total Assets EOY2509752885TotalAssetsEOY
Total Liabilities BOY303962297TotalLiabilitiesBOY
Total Liabilities EOY308569673TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY2047008003NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY2201183212NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionThrough close ties among a diverse group of faculty, staff and classmates, Pomona seeks to inspire students to engage in the probing inquiry and creative learning that will enable them to identify and address their intellectual passions. CONTINUED SCHEDULE OMissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense89520737Expense
Grants31922456Grants
Revenue86649656Revenue
DescriptionInstruction & Research: RANKED IN 2013 AS THE NO. 2 COLLEGE IN THE NATION BY FORBES, POMONA OFFERS AN ACADEMIC PROGRAM THAT ENCOMPASSES THE MAJOR FIELDS OF THE ARTS, HUMANITIES, NATURAL SCIENCES, AND SOCIAL SCIENCES. LEARNING IS ENCOURAGED THROUGH THEORY-BUILDING AND EMPIRICAL RESEARCH, HISTORICAL AND LINGUISTIC ANALYSIS, INQUIRY AND ETHICAL DEBATE. POMONA COLLEGE'S LIBERAL ARTS CURRICULUM, SMALL CLASSES, RESIDENTIAL CAMPUS, AND SOPHISTICATED LABORATORIES AND STUDIOS PREPARE STUDENTS FOR LIVES OF PERSONAL FULFILLMENT AND SOCIAL RESPONSIBILITY IN A GLOBAL CONTEXT. CONTINUED SCHEDULE ODescription

Activity2 Activity2

FieldValueIRS element (for citing)
Expense25210856Expense
Grants0Grants
Revenue674526Revenue
DescriptionAuxiliary Enterprises: POMONA COLLEGE GUARANTEES ITS STUDENTS ON-CAMPUS HOUSING ALL FOUR YEARS. A TESTAMENT TO THE QUALITY OF LIFE ON CAMPUS IS THAT ONLY TWO TO THREE PERCENT OF STUDENTS CHOOSE TO LIVE ELSEWHERE. THE SCALE AND ARRANGEMENT OF POMONA'S 16 RESIDENCE HALLS ENCOURAGE STUDENTS TO GET TO KNOW EACH OTHER. RANGING IN SIZE FROM 60 TO 250 STUDENTS, WITH AN AVERAGE OF ABOUT 120 EACH, THESE COEDUCATIONAL RESIDENCES ARE LARGE ENOUGH TO BRING TOGETHER STUDENTS WITH A VARIETY OF INTERESTS AND EXPERIENCES, BUT SMALL ENOUGH TO ALLOW RESIDENTS TO WORK AS A COHESIVE GROUP. CONTINUED SCHEDULE ODescription

Activity3 Activity3

FieldValueIRS element (for citing)
Expense16710732Expense
Grants0Grants
Revenue33707Revenue
DescriptionStudent Services: POMONA COLLEGE OFFERS STUDENTS A WIDE VARIETY OF PROGRAMS TO EXTEND THEIR EDUCATION BEYOND THE CLASSROOM, INCLUDING CLUBS, SPORTS, THE STUDENT LIFE NEWSPAPER AND STUDENT GOVERNMENT. OTHER RESOURCES OFFERED TO STUDENTS INCLUDE THE OFFICE OF BLACK STUDENT AFFAIRS, THE ASIAN AMERICAN RESOURCE CENTER, THE CHICANO/LATIN STUDENT AFFAIRS CENTER, THE WOMEN'S UNION AND THE QUEER RESOURCE CENTER. CONTINUED SCHEDULE ODescription

Activity Other ActivityOther

FieldValueIRS element (for citing)
Expense30225379Expense
Grants0Grants
Revenue189688Revenue
DescriptionOTHER-PUBLIC SERVICEDescription
FieldValueIRS element (for citing)
Total Of Other Program Service Exp30225379TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt0TotalOfOtherProgramServiceGrnt
Total Of Other Program Service Rev189688TotalOfOtherProgramServiceRev
Total Program Service Expense161667704TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiestrueLobbyingActivities
Subject To Proxy TaxfalseSubjectToProxyTax
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementsfalseConservationEasements
Collections Of ArttrueCollectionsOfArt
Credit CounselingtrueCreditCounseling
Term Or Permanent EndowmentstrueTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiestrueReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetsfalseReportOtherAssets
Report Other LiabilitiestrueReportOtherLiabilities
Report Fin48 FootnotetrueReportFin48Footnote
Independent Audit Financial StmttrueIndependentAuditFinancialStmt
Consolidated Audit Financial StmtfalseConsolidatedAuditFinancialStmt
SchooltrueSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiestrueForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingtrueProfessionalFundraising
Fundraising ActivitiesfalseFundraisingActivities
GamingfalseGaming
HospitalfalseHospital
Grants To OrganizationsfalseGrantsToOrganizations
Grants To IndividualstrueGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondstrueTaxExemptBonds
Invest Tax Exempt BondsfalseInvestTaxExemptBonds
Escrow AccountfalseEscrowAccount
On Behalf Of IssuerfalseOnBehalfOfIssuer
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPtrueLoanToOfficerOrDQP
Grant To Related PersonfalseGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MembertrueBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionstrueDeductibleNonCashContributions
Deductible Contributions Of ArttrueDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With1096644NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees2645NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncometrueUnrelatedBusinessIncome
Form990-T FiledtrueForm990-TFiled
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionsfalseQuidProQuoContributions
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members34NbrVotingGoverningBodyMembers
Number Independent Voting Members33NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
States Where Copy Of Return Is FiledCAStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonMARY LOU WOODSNamePerson
Telephone Number9096218135TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1150 E EIGHTH STAddressLine1
CityCLAREMONTCity
StateCAState
ZIP Code91711ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIXInfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (54 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekAverage Hours Per Week RelatedAverageHoursPerWeekRelatedIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployee
JEANNE M BUCKLEY
TRUSTEE/BOARD CHAIR5.00.0XX000
CRAIG WRENCH
TRUSTEE/BOARD VICE CHAIR3.00.0XX000
MARGARET LODISE
TRUSTEE/BOARD VICE CHAIR3.00.0XX000
SAMUEL GLICK
TRUSTEE/BOARD VICE CHAIR3.00.0XX000
MARK H FUKUNAGA
TRUSTEE/BOARD VICE CHAIR3.00.0XX000
JOEL A FEUER
TRUSTEE/BOARD VICE CHAIR3.00.0XX000
PAUL F ECKSTEIN
TRUSTEE/BOARD VICE CHAIR3.00.0XX000
ANDREW F BARTH
TRUSTEE/BOARD VICE CHAIR3.00.0XX000
LIBBY G ARMINTROUT
TRUSTEE2.00.0X000
W BENTON BOONE
TRUSTEE2.00.0X000
ALISON REMPEL BROWN
TRUSTEE2.00.0X000
LOUISE HENRY BRYSON
TRUSTEE2.00.0X000
BERNARD CHAN
TRUSTEE2.00.0X000
CHRISTOPHER P DIALYNAS
TRUSTEE2.00.0X000
A REDMOND DOMS
TRUSTEE2.00.0X000
SCOTT GREEN
TRUSTEE2.00.0X000
TERRANCE G HODEL
TRUSTEE2.00.0X000
JEAN KAPLAN
TRUSTEE2.00.0X000
WILLIAM G KELLER
TRUSTEE2.00.0X000
D SCOTT OLIVET
TRUSTEE2.00.0X000
MARYLYN P PAULEY
TRUSTEE2.00.0X000
JASON ROSENTHAL
TRUSTEE2.00.0X000
FRANCINE SCINTO
TRUSTEE2.00.0X000
R CARLTON SEAVER
TRUSTEE2.00.0X000
MICHAEL S SEGAL
TRUSTEE2.00.0X000
STEWART R SMITH
TRUSTEE2.00.0X000
BRYAN WHITE
TRUSTEE2.00.0X000
JENNIFER WILCOX
TRUSTEE2.00.0X000
EILEEN WILSON-OYELARAN
TRUSTEE2.00.0X000
MARK B WYLAND
TRUSTEE2.00.0X000
M LYNN YONEKURA
TRUSTEE2.00.0X000
REZA ZAFARI
TRUSTEE2.00.0X000
LASZLO BOCK
TRUSTEE2.00.0X000
DAVID W OXTOBY
PRESIDENT40.00.0XX440196079184
TERESA SHAW
SECRETARY TO BOARD; PRES ASST40.00.0X117527016959
CHRISTOPHER PONCE
VP FOR ADVANCEMENT(THRU 10/12)40.00.0X244253046287
KAREN SISSON
VP TREASURER40.00.0X260604045423
CECILIA CONRAD
DEAN OF THE COLLEGE (THRU 01/140.00.0X274292068255
MIRIAM FELDBLUM
VP DEAN OF STUDENTS40.00.0X192524057688
CHRISTOPHER ALLEN
VP DEAN OF ADMISSIONS40.00.0X223158036558
MARGARET ADORNO
REGISTRAR40.00.0X115924016570
ELIZABETH CHRIGHTON
INT DEAN OF COLL (2/13- 6/13)40.00.0X66542013094
DAMARIS HANKINS
ASST SECRETARY40.00.0X1725503548
STEPHANIE NAVARRO
ASST SECRETARY40.00.0X59302019494
JANIS MOORMANN
ASST TREASURER40.00.0X111920022442
DANA WOOD
ASST TREASURER40.00.0X103010020233
RICHARD FASS
VP OF PLANNING OFFICE40.00.0205420054539X
ROBERT ROBINSON
ASST VP OF FACILITIES40.00.0182305038302X
MARY LOU WOODS
ASST VP CONTROLLER40.00.0171145040587X
DEBORAH BURKE
PROFESSOR40.00.0214884026014X
GARY SMITH
PROFESSOR40.00.0252083050619X
GARY KATES
PROFESSOR40.00.0212175038197X
ELEANOR BROWN
PROFESSOR40.00.0199091032599X
STEVE ERICKSON
PROFESSOR40.00.0199879038076X
FieldValueIRS element (for citing)
Total Reportable Comp From Org3863489TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation764668TotalOtherCompensation
Number Individuals GT100 K155NumberIndividualsGT100K
Formers ListedfalseFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
CAMBRIDGE ASSOCIATES LLC
PO BOX 10317UNIONDALENY115550317INVESTMENT FIRM1108845
WELLINGTON TRUST COMPANY NA
PO BOX 13766NEWARKNJ071880766INVESTMENT FIRM771319
CURIALE HIRSCHFELD KRAEMER LLP
233 WILSHIRE BLVDSANTA MONICACA90401ATTORNEY675646
SIDLEY AUSTIN LLP
555 WEST FIFTH STREETLOS ANGELESCA90013ATTORNEY578315
TORTOISE CAPITAL ADVISORS LLC
11550 ASH STREET SUITE 300LEAWOODKS66211INVESTMENT FIRM414078
FieldValueIRS element (for citing)
Number Of Contractors GT100 K15NumberOfContractorsGT100K
Info In Schedule O Part VIIIXInfoInScheduleOPartVIII
Federated Campaigns19299FederatedCampaigns
Government Grants2755240GovernmentGrants
All Other Contributions14934446AllOtherContributions
Noncash Contributions2848698NoncashContributions
Total Contributions17708985TotalContributions

Program Service Revenue ProgramServiceRevenue (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
TUITION AND FEES6117106716186467161864
ROOM AND BOARD6117101947458619474586
AUXILIARY & EDUCATIONAL SUPPORT611710909965909965
FieldValueIRS element (for citing)
Total Program Service Revenue87546415TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column14269171TotalRevenueColumn
Unrelated Business Revenue-4792373UnrelatedBusinessRevenue
Exclusion$19,061,544ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column195318TotalRevenueColumn
Exclusion$195,318ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real1510103Real

Less Rental Expenses LessRentalExpenses

FieldValueIRS element (for citing)
Real770834Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real739269Real
Personal0Personal

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column739269TotalRevenueColumn
Unrelated Business Revenue642128UnrelatedBusinessRevenue
Exclusion$97,141ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities602170150Securities
Other1096617Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities524545870Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities77624280Securities
Other1096617Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column78720897TotalRevenueColumn
Exclusion$78,720,897ExclusionAmount

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenueExclusionExclusionAmount
CATERING & BANQUET REVENUE7223204384391162437277
MISCELLANEOUS REFUNDS90009923460$23,460
FORFEITED FEE DEPOSITS9000995600$5,600

Miscellaneous Revenue MiscellaneousRevenue

FieldValueIRS element (for citing)
Total Revenue Column7322TotalRevenueColumn
Exclusion$7,322ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue474821TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column199654876TotalRevenueColumn
Related Or Exempt Function Income87547577RelatedOrExemptFunctionIncome
Unrelated Business Revenue-3712968UnrelatedBusinessRevenue
Exclusion$98,111,282ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total0Total

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total31922456Total
Program Services31922456ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total0Total

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total3223056Total
Program Services1284396ProgramServices
Management And General1608100ManagementAndGeneral
Fundraising330560Fundraising

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total47167Total
Fundraising47167Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total55889967Total
Program Services51638771ProgramServices
Management And General334586ManagementAndGeneral
Fundraising3916610Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total5667949Total
Program Services5239987ProgramServices
Management And General33459ManagementAndGeneral
Fundraising394503Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total5353871Total
Program Services4946441ProgramServices
Management And General32066ManagementAndGeneral
Fundraising375364Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total5659502Total
Program Services5563075ProgramServices
Management And General85026ManagementAndGeneral
Fundraising11401Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total0Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total631216Total
Program Services558317ProgramServices
Management And General14672ManagementAndGeneral
Fundraising58227Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total321315Total
Management And General321315ManagementAndGeneral

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total266107Total
Fundraising266107Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total3856829Total
Management And General3856829ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total12996929Total
Program Services12388672ProgramServices
Management And General300835ManagementAndGeneral
Fundraising307422Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total539337Total
Program Services423399ProgramServices
Fundraising115938Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total12155395Total
Program Services10966670ProgramServices
Management And General207721ManagementAndGeneral
Fundraising981004Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total1885976Total
Program Services1794187ProgramServices
Management And General6638ManagementAndGeneral
Fundraising85151Fundraising

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total8466841Total
Program Services8340594ProgramServices
Management And General35635ManagementAndGeneral
Fundraising90612Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total2446291Total
Program Services1900280ProgramServices
Management And General140932ManagementAndGeneral
Fundraising405079Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total233321Total
Program Services204122ProgramServices
Management And General5166ManagementAndGeneral
Fundraising24033Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total8032470Total
Program Services8032470ProgramServices

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total15471964Total
Program Services15313221ProgramServices
Management And General52412ManagementAndGeneral
Fundraising106331Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total329945Total
Program Services305905ProgramServices
Management And General7937ManagementAndGeneral
Fundraising16103Fundraising

Other Expenses OtherExpenses (3 entries)

DescriptionDescriptionTotalTotalManagement And GeneralManagementAndGeneralProgram ServicesProgramServicesFundraisingFundraising
CHARITABLE GIFT ANNUITY PYMT19927741992774
EQUIPMENT1655216552
OTHER103246212041828189192232

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total178439692Total
Program Services161667704ProgramServices
Management And General9048144ManagementAndGeneral
Fundraising7723844Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY7226BOY
EOY8021EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY101534855BOY
EOY98800324EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY45993799BOY
EOY44540019EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY3424927BOY
EOY2352476EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
BOY1028875BOY
EOY1376644EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY1651942BOY
EOY1547403EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis526371461LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec173983567LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY347897615BOY
EOY352387894EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY285545221BOY
EOY321576675EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY1529066552BOY
EOY1650654412EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
BOY34819288BOY
EOY36509017EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY2350970300BOY
EOY2509752885EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY20877803BOY
EOY19839828EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY1681110BOY
EOY1446171EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY192111490BOY
EOY190974505EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Loans From Officers Directors LoansFromOfficersDirectors

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY89291894BOY
EOY96309169EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY303962297BOY
EOY308569673EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY1003859167BOY
EOY1073567441EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY719238787BOY
EOY795685013EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY323910049BOY
EOY331930758EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY2047008003BOY
EOY2201183212EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY2350970300BOY
EOY2509752885EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses21215184ReconcilationRevenueExpenses
Reconciliation Unrealized Invest118229786ReconciliationUnrealizedInvest
Reconcilation Other Changes14730239ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit CommitteetrueAuditCommittee
Federal Grant Audit RequiredtrueFederalGrantAuditRequired
Federal Grant Audit PerformedtrueFederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
School170b1 AiiXSchool170b1Aii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbying
Total Direct LobbyingTotalDirectLobbying
Total Lobbying ExpendituresTotalLobbyingExpenditures
Other Exempt Purpose ExpendituresOtherExemptPurposeExpenditures
Total Exempt Purpose ExpendituresTotalExemptPurposeExpenditures
Lobbying NontaxableLobbyingNontaxableAmount
Grassroots NontaxableGrassrootsNontaxableAmount
Tot Lobbying Grassroot Minus Non TxTotLobbyingGrassrootMinusNonTx
Tot Lobby Expend Mns Lobbying NontxTotLobbyExpendMnsLobbyingNontx
VolunteersfalseVolunteers
Paid Staff Or ManagementfalsePaidStaffOrManagement
Media AdvertisementsfalseMediaAdvertisements
Mailings MembersfalseMailingsMembers
Publications Or BroadcastfalsePublicationsOrBroadcast
Grants Other OrganizationsfalseGrantsOtherOrganizations
Direct Contact LegislatorsfalseDirectContactLegislators
Rallies DemonstrationsfalseRalliesDemonstrations
Other ActivitiestrueOtherActivities
Other Activities$2,121OtherActivitiesAmount
Total Lobbying Expenditures IIB2121TotalLobbyingExpendituresIIB
Not Described In501c3falseNotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

FieldValueIRS element (for citing)
IdentifierOTHER LOBBYING ACTIVITIESIdentifier
Return ReferencePART II-B, LINE 1(I)ReturnReference
ExplanationTHE ORGANIZATION PAID MEMBERSHIP DUES OF $3,798 TO NACUBO AND $16,168 IN DUES TO THE ASSOCIATION OF INDEPENDENT CALIFORNIA COLLEGE AND UNIVERSITIES, WHICH MAY ENGAGE IN LOBBYING ACTIVITIES. OF THESE AMOUNTS, $2,121 IS ATTRIBUTABLE TO LOBBY RELATED EXPENSES FOR HIGHER EDUCATION ISSUES.Explanation

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmtsArtPublicExhibitionAmts
Held Works Of Art AmtsHeldWorksOfArtAmts
Collect Used For Public ExhibitionXCollectUsedForPublicExhibition
Collect Used For Scholar ResearchXCollectUsedForScholarResearch
Collect Used For PreservationXCollectUsedForPreservation
Collect Used For Loan Or Exch PrgrmsXCollectUsedForLoanOrExchPrgrms
Solicited Assets For SalefalseSolicitedAssetsForSale
Agent Trustee EtcfalseAgentTrusteeEtc
Included On FSfalseIncludedOnFS

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance1679640364BeginningOfYearBalance
Contributions5995664Contributions
Investment Earnings Or Losses206443561InvestmentEarningsOrLosses
Grants Or Scholarships31394399GrantsOrScholarships
Other Expenditures33123286OtherExpenditures
Administrative Expenses4120422AdministrativeExpenses
End Of Year Balance1823441482EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance1700454506BeginningOfYearBalance
Contributions11291840Contributions
Investment Earnings Or Losses32915985InvestmentEarningsOrLosses
Grants Or Scholarships29014695GrantsOrScholarships
Other Expenditures31509422OtherExpenditures
Administrative Expenses4497850AdministrativeExpenses
End Of Year Balance1679640364EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance1454834506BeginningOfYearBalance
Contributions16786752Contributions
Investment Earnings Or Losses297388042InvestmentEarningsOrLosses
Grants Or Scholarships26897738GrantsOrScholarships
Other Expenditures37450459OtherExpenditures
Administrative Expenses4206597AdministrativeExpenses
End Of Year Balance1700454506EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance1340402250BeginningOfYearBalance
Contributions26434588Contributions
Investment Earnings Or Losses169589920InvestmentEarningsOrLosses
Grants Or Scholarships25822164GrantsOrScholarships
Other Expenditures51857374OtherExpenditures
Administrative Expenses3912714AdministrativeExpenses
End Of Year Balance1454834506EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

FieldValueIRS element (for citing)
Beginning Of Year Balance1791072550BeginningOfYearBalance
Contributions9457994Contributions
Investment Earnings Or Losses-383340375InvestmentEarningsOrLosses
Grants Or Scholarships25099811GrantsOrScholarships
Other Expenditures47784472OtherExpenditures
Administrative Expenses3903636AdministrativeExpenses
End Of Year Balance1340402250EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.43096BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.15382PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.41523TermEndowmentEOYBalance
Endowments Held By Unrelated OrgstrueEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgsfalseEndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis6788025OtherCostOrOtherBasis
Book Value6788025BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis437429210OtherCostOrOtherBasis
Depreciation117561718Depreciation
Book Value319867492BookValue
FieldValueIRS element (for citing)
Leasehold ImprovementsLeaseholdImprovements

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis43906208OtherCostOrOtherBasis
Depreciation38043494Depreciation
Book Value5862714BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis38248019OtherCostOrOtherBasis
Depreciation18378356Depreciation
Book Value19869663BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings352387894TotalOfBookValueLandBuildings
Financial DerivativesFinancialDerivatives
Closely Held Equity InterestsCloselyHeldEquityInterests

Other Securities OtherSecurities (9 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
US EQUITY224571563F
NON US EQUITY180810335F
EMERGING MARKETS120056307F
FIXED INCOME135236764F
VENTURE CAPITAL195894536F
PRIVATE EQUITY152617477F
ABSOLUTE RETURN437617213F
REAL ASSETS193280205F
OTHER10570012F
FieldValueIRS element (for citing)
Total Of Book Value Securities1650654412TotalOfBookValueSecurities
Federal Income Tax Liability0FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (5 entries)

DescriptionDescriptionAmountAmount
LIFE INCOME ANNUITIES PAYABLE$74,899,115
FUNDS HELD IN TRUST FOR OTHERS$11,093,939
GOV'T STUDENT LOAN ADVANCES$5,020,570
LEASE OBLIGATION$2,348,367
ASSET RETIREMENT LIABILITY$2,947,178
FieldValueIRS element (for citing)
Total Of Amounts96309169TotalOfAmounts
Footnote In Part XIIIXFootnoteInPartXIII
Tot Revenue Etc Audited Fincl Stmt297090400TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments118229786NetUnrealizedGainsInvestments
Other Revenues14960250OtherRevenues
Revenue Not Rptd F990133190036RevenueNotRptdF990
Revenue Subtotal163900364RevenueSubtotal
Investment Expenses Not Included4343561InvestmentExpensesNotIncluded
Other Revenues Not Included31410951OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt35754512RevenueNotRptdOnFinStmt
Total Revenue Per Form990199654876TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt142915191TotExpensesEtcAuditedFinclStmt
Other Expenses Included230011OtherExpensesIncluded
Expenses Not Rptd F990230011ExpensesNotRptdF990
Expenses Subtotal142685180ExpensesSubtotal
Investment Expenses Not Included24343561InvestmentExpensesNotIncluded2
Other Expenses Not Included31410951OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt35754512ExpensesNotRptdOnFinStmt
Total Expenses Per Form990178439692TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (8 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
DISCLOSURE FOR MAINTAINING COLLECTIONS OF ART, HISTORICAL TREASURES, OROTHER SIMILAR ASSETS HELD FOR PUBLIC EXHIBITION, EDUCATION OR RESEARCHPART III, LINE 1A THE COLLEGE FOLLOWS A POLICY NOT TO RECORD OR CAPITALIZE ITS ART COLLECTIONS. THE COLLEGE'S ART COLLECTIONS CONSIST OF OBJECTS OF HISTORICAL AND AESTHETIC SIGNIFICANCE HELD FOR PUBLIC EXHIBITION AND EDUCATIONAL PURPOSES. ALL WORKS IN THE COLLECTION ARE CATALOGUED, PRESERVED, CARED FOR AND MONITORED ACCORDING TO PROFESSIONAL MUSEUM STANDARDS, AND ARE SUBJECT TO A POLICY THAT REQUIRES PROCEEDS FROM DE-ACCESSION TO BE USED EXCLUSIVELY FOR ACQUISITION.
DESCRIPTION OF ORGANIZATION'S COLLECTIONSPART III, LINE 4THE FINE ART COLLECTIONS OF POMONA COLLEGE ARE HOUSED IN THE POMONA COLLEGE MUSEUM OF ART AT THE MONTGOMERY ART CENTER, WHICH WAS INAUGURATED IN 1958 AND NAMED AFTER THE LATE GLADYS K. MONTGOMERY, POMONA TRUSTEE AND LOS ANGELES CIVIC LEADER. AMONG IMPORTANT HOLDINGS ARE THE KRESS COLLECTION OF 15TH- AND 16TH- CENTURY ITALIAN PANEL PAINTINGS; OVER 5,000 EXAMPLES OF PRE-COLUMBIAN TO 20TH-CENTURY AMERICAN INDIAN ART AND ARTIFACTS, INCLUDING BASKETRY, CERAMICS, AND BEADWORK; AND A LARGE COLLECTION OF AMERICAN AND EUROPEAN PRINTS, DRAWINGS, AND PHOTOGRAPHS. IN ADDITION TO SERVING AS THE BASIS FOR EXHIBITIONS, THE COLLECTIONS, WHICH ARE ALWAYS AVAILABLE FOR INDIVIDUAL STUDY AND RESEARCH, ARE FREQUENTLY USED FOR CLASSES. THE POMONA COLLEGE MUSEUM OF ART ALSO IS THE SITE OF AN ACTIVE PROGRAM OF TEMPORARY EXHIBITIONS THROUGHOUT THE ACADEMIC YEAR. THESE INCLUDE REGULAR FACULTY AND STUDENT SHOWS, AS WELL AS HISTORICAL AND CONTEMPORARY EXHIBITIONS DESIGNED TO COMPLEMENT THE COLLEGES CURRICULA AND TO EXPOSE STUDENTS TO AS WIDE A VARIETY OF WORKS OF ART AS POSSIBLE. ALL EXHIBITIONS OPEN WITH PUBLIC RECEPTIONS AND INCLUDE LECTURES AND RELATED PROGRAMS FOR THE COLLEGE COMMUNITY.
DISCLOSURE FOR INTENDED USE OF ENDOWMENT FUNDSPART V, LINE 4THE COLLEGES ENDOWMENT CONSISTS OF APPROXIMATELY 1,800 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES INCLUDING BOTH DONOR-RESTRICTED ENDOWMENT FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. THE COLLEGE HAS A POLICY OF APPROPRIATING FOR DISTRIBUTION EACH YEAR 4.5% TO 5.5% OF ITS ENDOWMENT FUNDS' AVERAGE FAIR VALUE OVER THE PRIOR 12 QUARTERS THROUGH THE SEPTEMBER 30TH OF THE PRECEDING FISCAL YEAR IN WHICH THE DISTRIBUTION IS PLANNED. THESE FUNDS ARE USED TO FURTHER THE EDUCATIONAL MISSION OF THE COLLEGE.
FIN 48 DISCLOSUREPART X, FIN 48THE PREPARATION OF FINANCIAL STATEMENTS IN CONFORMITY WITH GAAP PRESCRIBES FOR ALL ENTITIES, INCLUDING PASS-THROUGH ENTITIES, MINIMUM THRESHOLDS FOR FINANCIAL STATEMENT RECOGNITION OF A POSITION TAKEN IN FILING TAX RETURNS (INCLUDING WHETHER AN ENTITY IS TAXABLE IN A PARTICULAR JURISDICTION) AND REQUIRES CERTAIN EXPANDED TAX DISCLOSURES. NO SUCH UNCERTAIN TAX POSITIONS EXIST FOR THE COLLEGE AT JUNE 30, 2013 AND 2012. THE COLLEGE FILES INCOME TAX RETURNS IN THE U.S. FEDERAL AND THE STATE OF CALIFORNIA JURISDICTIONS, AND IS NO LONGER SUBJECT TO FEDERAL AND STATE INCOME TAX EXAMINATION FOR TAX YEARS BEFORE 2008 AND 2007, RESPECTIVELY.
REVENUE ON BOOKS NOT ON RETURNPART XI, LINE 2DChanges in actuarially determined gift liabilities 12,955,005 Comprehensive gain/(loss) on staff retirement plan 1,775,234 Rental Expenses Reported Net on Form 990 230,011 --------------- Total: 14,960,250
REVENUE ON RETURN NOT ON BOOKSPART XI, LINE 4BStudent Financial Aid Reported Gross on Form 990 31,394,399 In-Kind Donation Reported on Form 990 16,552 --------------- Total: 31,410,951
EXPENSE ON BOOKS NOT ON RETURNPART XII, 2DRental Expenses Reported Net on Form 990 230,011
EXPENSE ON RETURN NOT ON BOOKSPART XII, 4BStudent Financial Aid Reported Gross on Form 990 31,394,399 In-Kind Donation Reported on Form 990 16,552 ------------- Total: 31,410,951

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmttrueNondiscriminatoryPolicyStmt
Policy Statement In Brochures EtctruePolicyStatementInBrochuresEtc
Policy Publ Via Broadcast MediatruePolicyPublViaBroadcastMedia
Maint Racial Composition RecordstrueMaintRacialCompositionRecords
Maint Scholarships RecordstrueMaintScholarshipsRecords
Maint Copies Of Brochures EtctrueMaintCopiesOfBrochuresEtc
Maint Copies Of All SolicitationstrueMaintCopiesOfAllSolicitations
Discriminate Race Students RightsfalseDiscriminateRaceStudentsRights
Discriminate Race Admiss PoliciesfalseDiscriminateRaceAdmissPolicies
Discriminate Race Emplmn FacultyfalseDiscriminateRaceEmplmnFaculty
Discriminate Race ScholarshipsfalseDiscriminateRaceScholarships
Discriminate Race Educ PoliciesfalseDiscriminateRaceEducPolicies
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFclts
Discriminate Race Athletic ProgfalseDiscriminateRaceAthleticProg
Discriminate Race Other ActyfalseDiscriminateRaceOtherActy
Government Financial Aid ReceivedtrueGovernmentFinancialAidReceived
Government Financial Aid RevokedfalseGovernmentFinancialAidRevoked
Compliance With Rev Proc7550trueComplianceWithRevProc7550

Form990 Schedule E Part II Form990ScheduleEPartII (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
DISCLOSURE FOR SOLICITATIONSCHEDULE E, LINE 3ALL BROCHURES AND CATALOGS SENT TO THE GENERAL PUBLIC CONTAIN THE COLLEGE'S NONDISCRIMINATORY POLICY. THESE BROCHURES AND CATALOGS ARE AVAILABLE ON CAMPUS FOR INSPECTION.
DISCLOSURE FOR GRANTS RECEIVED FROM GOVERNMENT AGENCIESSCHEDULE E, PART I, LINE 6APOMONA COLLEGE IS AWARDED GRANTS FROM GOVERNMENT AGENCIES, SUCH AS THE DEPARTMENT OF EDUCATION AND THE CALIFORNIA STUDENT AID COMMISSION, TO PROVIDE FINANCIAL AID TO STUDENTS.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedtrueGrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable (16 entries)

RegionRegionType Of Activities ConductedTypeOfActivitiesConductedSpecific Services ProvidedSpecificServicesProvidedTotal ExpendituresTotalExpendituresNumber Of EmployeesNumberOfEmployees
Sub-Saharan AfricaProgram ServicesSTUDY ABROAD DIRECT EX317363
East Asia and the PacificProgram ServicesSTUDY ABROAD DIRECT EX629881
Central America and the CaribbeanProgram ServicesSTUDY ABROAD DIRECT EX86724
Europe (Including Iceland and Greenland)Program ServicesSTUDY ABROAD DIRECT EX23556305
Middle East and North AfricaProgram ServicesSTUDY ABROAD DIRECT EX82853
Russia and the Newly Independent StatesProgram ServicesSTUDY ABROAD DIRECT EX78720
South AmericaProgram ServicesSTUDY ABROAD DIRECT EX414994
South AsiaProgram ServicesSTUDY ABROAD DIRECT EX73240
Sub-Saharan AfricaProgram ServicesSTUDY ABROAD OTHER EX16251
East Asia and the PacificProgram ServicesSTUDY ABROAD OTHER EX178243
Central America and the CaribbeanProgram ServicesSTUDY ABROAD OTHER EX26944
Europe (Including Iceland and Greenland)Program ServicesSTUDY ABROAD OTHER EX411212
Middle East and North AfricaProgram ServicesSTUDY ABROAD OTHER EX21773
Russia and the Newly Independent StatesProgram ServicesSTUDY ABROAD OTHER EX4912
South AmericaProgram ServicesSTUDY ABROAD OTHER EX21858
South AsiaProgram ServicesSTUDY ABROAD OTHER EX26247
FieldValueIRS element (for citing)
Subtotal Number Of Employees5SubtotalNumberOfEmployees
Total Number Of Employees5TotalNumberOfEmployees
Subtotal Amount Spent4746845SubtotalAmountSpent
Total Amount Spent4746845TotalAmountSpent
Transfer To Foreign CorptrueTransferToForeignCorp
Interest In Foreign TrustfalseInterestInForeignTrust
Own Foreign CorpfalseOwnForeignCorp
Passive Foreign Invest CotruePassiveForeignInvestCo
Foreign PartnershiptrueForeignPartnership
Boycott CountriesfalseBoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV (2 entries)

IdentifierIdentifierExplanationExplanation
SCHEDULE F, PART I, LINE 2THE COLLEGE DOES NOT CURRENTLY TRACK INDIRECT INTERNAL EXPENDITURES FOR EACH PROGRAM SEPARATELY. GRANT MONITORING A PERMANENT FILE OF ALL STUDENTS WHO ARE RECIPIENTS OF SCHOLARSHIPS AND GRANTS IS MAINTAINED IN THE FINANCIAL AID OFFICE OF POMONA COLLEGE. AN ACCOUNTING SYSTEM TRACKS ALL AWARDS TO INDIVIDUAL STUDENTS FOR TUITION AND OTHER COSTS OF ATTENDING THE COLLEGE.
SCHEDULE F, PART I, LINE 3, COLUMN (F)THE EXPENSES REPORTED ON PART I WERE REPORTED ON THE ACCRUAL BASIS OF ACCOUNTING.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Agreement Ref FundraisingtrueAgreementRefFundraising

Fundraiser Activity Information FundraiserActivityInformation

FieldValueIRS element (for citing)
Name Of IndividualMARTS LUNDY INCNameOfIndividual
ActivityDESIGN CAMPAIGNActivity
Fundraiser Control Of FundsfalseFundraiserControlOfFunds
Amount Retained By Contractor266107AmountRetainedByContractor
FieldValueIRS element (for citing)
Total Retained By Contractors266107TotalRetainedByContractors

Form990 Schedule G Part IV Form990ScheduleGPartIV

FieldValueIRS element (for citing)
IdentifierPart I, Line 2b, column (i)Identifier
ExplanationMarts & Lundy, Inc. Address 1200 Wall Street West Lyndhurst, NJ 07071Explanation

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Form990 Schedule I Part III Form990ScheduleIPartIII (3 entries)

Type Of GrantTypeOfGrantNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrantMethod Of ValuationMethodOfValuationDescription Of Non Cash AssistanceDescriptionOfNonCashAssistance
Inst. Aid & Grants to Students of Pomona College90530765776N/AN/A
Other Grants and Awards given to Students1280628623n/an/a
RESEARCH AWARDS & OTHER STUDENT ASST661528057N/AN/A

Form990 Schedule I Part IV Form990ScheduleIPartIV (2 entries)

IdentifierIdentifierExplanationExplanation
SCHEDULE I, PART I, LINE 2ADMISSION TO POMONA COLLEGE IS ON A NEED BLIND BASIS. THIS POLICY IS MAINTAINED TO ACCOMPLISH DIVERSIFICATION OF THE STUDENT BODY REGARDLESS OF THE FINANCIAL STATUS OF THE APPLICANTS. A PERMANENT FILE OF ALL STUDENTS WHO ARE RECIPIENTS OF SCHOLARSHIPS AND GRANTS IS MAINTAINED IN THE FINANCIAL AID OFFICE OF POMONA COLLEGE. AN ACCOUNTING SYSTEM TRACKS ALL AWARDS TO INDIVIDUAL STUDENTS FOR TUITION AND OTHER COSTS OF ATTENDING THE COLLEGE.
SCHEDULE I, PART IIIIn addition to the $30,046,468 of grants and other assistance to individuals in the united states that was included in the audited financial statements, an additional $528,057 of financial aid, which includes emergency student assistance, HBD Graduate scholars, national merit scholarships and research awards, is included on Schedule I and Part IX, Statement of Functional Expenses.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Housing Allowance Or ResidenceXHousingAllowanceOrResidence
Club Dues Or FeesXClubDuesOrFees
Written Policy Re T And E ExpensesfalseWrittenPolicyReTAndEExpenses
Substantiation RequiredtrueSubstantiationRequired
Compensation CommitteeXCompensationCommittee
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance PaymentfalseSeverancePayment
Supplemental Nonqual Retire PlanfalseSupplementalNonqualRetirePlan
Equity Based Comp ArrangementfalseEquityBasedCompArrangement
Comp Based On Revenue Of Filing OrgfalseCompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related OrgsfalseCompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing OrgfalseCompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate OrgsfalseCompBasedNetEarningsRelateOrgs
Any Non Fixed PaymentsfalseAnyNonFixedPayments
Initial Contract ExceptionfalseInitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (14 entries)

TitleTitleBase Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
DAVID W OXTOBY
PRESIDENT406234000339620301760490080519380000
CHRISTOPHER PONCE
VP FOR ADVANCEMENT(THRU 10/12)24138600028670314330148540290540000
KAREN SISSON
VP TREASURER26060400000301760152470306027000
CECILIA CONRAD
DEAN OF THE COLLEGE (THRU 01/127429200000354980327570342547000
MIRIAM FELDBLUM
VP DEAN OF STUDENTS170024000225000225040351840250212000
CHRISTOPHER ALLEN
VP DEAN OF ADMISSIONS18868100034477026683098750259716000
RICHARD FASS
VP OF PLANNING OFFICE180420000250000315100230290259959000
ROBERT ROBINSON
ASST VP OF FACILITIES1823050000029176091260220607000
MARY LOU WOODS
ASST VP CONTROLLER17114500000258660147210211732000
DEBORAH BURKE
PROFESSOR214884000002536506490240898000
GARY SMITH
PROFESSOR25208300000312700193490302702000
GARY KATES
PROFESSOR172517000396580250830131140250372000
ELEANOR BROWN
PROFESSOR15959100039500023436091630231690000
STEVE ERICKSON
PROFESSOR19987900000237050143710237955000

Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
FORM 990, SCHEDULE J, PART I, LINE 1ATRAVEL FOR COMPANIONSIN CONNECTION WITH HER SERVICES TO THE COLLEGE, THE PRESIDENT'S SPOUSE, A COLLEGE EMPLOYEE, MAY ON OCCASION, TRAVEL FOR BUSINESS PURPOSES WITH THE PRESIDENT IN CONNECTION WITH FUNDRAISING AND DONOR CULTIVATION EVENTS ON BEHALF OF THE COLLEGE. THE SPOUSAL TRAVEL PROVIDED TO THE PRESIDENT IS NOT TREATED AS TAXABLE COMPENSATION. Companion travel is normally not paid, except for the President's wife, AS MENTIONED ABOVE. If companion travel for any other listed person was otherwise reimbursed, it would be reported as taxable income. No travel for companions was paid during the calendar year ended 12/31/13. FORM 990, SCHEDULE J, PART I, LINE 1A TAX INDEMNIFICATION AND GROSS-UP PAYMENTS GROSS-UP PAYMENTS RELATE TO THE COST OF LIFE INSURANCE POLICIES FOR CERTAIN OFFICERS AND ARE PROVIDED PER THE INDIVIDUALS' ORIGINAL EMPLOYMENT CONTRACT. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS ARE REPORTED AS TAXABLE COMPENSATION. NO TAX INDEMNIFICATION AND GROSS-UP PAYMENTS WERE PAID DURING THE CALENDAR YEAR ENDED 12/31/13. FORM 990, SCHEDULE J, PART I, LINE 1A HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE PER THE EMPLOYMENT CONTRACTS FOR THE PRESIDENT, VICE PRESIDENT/DEAN OF THE COLLEGE AND DEAN OF STUDENTS, RESIDENCE ON-CAMPUS IS PROVIDED FOR THE CONVENIENCE OF THE EMPLOYER. HOUSING FOR THESE LISTED PERSONS IS LOCATED ON THE CAMPUS AND IS REQUIRED AS A CONDITION OF THEIR EMPLOYMENT; THUS IS NOT TREATED AS TAXABLE COMPENSATION. PARTS OF THE FACILITIES ARE CARED FOR BY COLLEGE STAFF TO ENSURE READINESS FOR COLLEGE RELATED EVENTS. FORM 990, SCHEDULE J, PART I, LINE 1A HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES THE BOARD OF THE COLLEGE REQUIRES THE PRESIDENT TO BE A MEMBER OF A LOCAL CLUB SO THAT BUSINESS MEETINGS MAY BE HELD THERE. THERE IS NO PERSONAL USE OF THE MEMBERSHIP BY THE PRESIDENT; THUS NO PART OF THE DUES OR INITIATION FEES ARE TREATED AS TAXABLE COMPENSATION.
FORM 990, SCHEDULE J, PART I, LINE 1BTHE ITEMS LISTED ABOVE ARE PROVIDED IN CONNECTION WITH THE EMPLOYMENT CONTRACTS OF THE INDIVIDUALS AS APPROVED BY THE BOARD.

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI (4 entries)

Bond ReferenceBondReferenceCdIssuer EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuerPool FinancingPoolFinancing
California Educational Facilities Authority
A521705592130175W992005-02-0441879739Campus fac, iss. Cost & refundingfalsefalsefalse
California Educational Facilities Authority
B521705592130178NN22008-06-2659475000Educ fac & costs of iss. Of bondfalsefalsefalse
California Educational Facilities Authority
C521705592130178SE72009-04-2062290000Educ fac & Partial refundingfalsefalsefalse
California Educational Facilities Authority
D521705592130178B392011-07-127310000Refunding of remaining 2001 Bondsfalsefalsefalse

Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)

Bond ReferenceBondReferenceCdAmount RetiredAmountRetiredAmount Bond DefeasedAmountBondDefeasedTotal ProceedsTotalProceedsAmount In Reserve FundAmountInReserveFundCapitalized InterestCapitalizedInterestRefunding EscrowRefundingEscrowIssuance Costs From ProceedsIssuanceCostsFromProceedsCredit EnhancementCreditEnhancementWorking Capital ExpendituresWorkingCapitalExpendituresCapital ExpendituresCapitalExpendituresOther Spent ProceedsOtherSpentProceedsAmount UnspentAmountUnspentYear Of Subst CompletionYearOfSubstCompletionCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
A004256520500057634500257852751620358502008falsetruetruetrue
B00642483560007395870063508769002011falsefalsetruetrue
C00679602590008880770006707218202011truetruetruetrue
D008034728000289803000774492502011falsetruetruetrue

Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyAny Research AgreementsAnyResearchAgreementsPrcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthersPercentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBITotal Private Business UseTotalPrivateBusinessUseBond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTestChange In Use Bond Financed PropChangeInUseBondFinancedPropRemedial Action TakenRemedialActionTakenNon Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs
Afalsefalsefalsefalse0.000000.000000.00000falsefalsefalsetrue
Bfalsefalsefalsefalse0.000000.000000.00000falsefalsefalsetrue
Cfalsefalsefalsefalse0.000000.000000.00000falsefalsefalsetrue
Dfalsefalsefalsefalse0.000000.000000.00000falsefalsefalsetrue

Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledRebate Not Due YetRebateNotDueYetException To RebateExceptionToRebateNo Rebate DueNoRebateDueVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsGross Proceeds Invested In GICGrossProceedsInvestedInGICBusiness Name Line1NameOfGICProvider/BusinessNameLine1Term Of GICTermOfGICRegulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfiedGross Proceeds InvestedGrossProceedsInvestedWritten Proc To Monitor ReqsWrittenProcToMonitorReqs
0
AfalsefalsefalsetruefalsefalsetrueAIG3.8truetruetrue
0
BtruefalsefalsetrueFSA3.2truefalsetrue
0
Cfalsefalsefalsetruefalsefalsefalse0falsetrue
0
Dfalsefalsetruefalsefalsefalsefalse0falsetrue

Form990 Schedule K Part V Form990ScheduleKPartV (4 entries)

Bond ReferenceBondReferenceCdProc To Undertk Corrective ActionProcToUndertkCorrectiveAction
Atrue
Btrue
Ctrue
Dtrue

Form990 Schedule K Part VI Form990ScheduleKPartVI

FieldValueIRS element (for citing)
Identifierschedule k, part iv, line 2cIdentifier
Return Reference0ReturnReference
ExplanationCOLUMN (A) - 2/24/2010 COLUMN (C) - 3/31/2011Explanation

Schedule L IRS990ScheduleL

Loan Table LoanTable (3 entries)

Relationship With OrganizationRelationshipWithOrganizationPurpose Of LoanPurposeOfLoanLoan From OrganizationLoanFromOrganizationOriginal PrincipalOriginalPrincipalAmountBalance DueBalanceDueDefaultDefaultApproved By BoardApprovedByBoardWritten AgreementWrittenAgreement
Robert Robinson
key employeerelocation loansX$550,000499979falsetruetrue
Gary Kates
highest comp emprelocation loansX$555,000497540falsetruetrue
Christopher Allen
officerrelocation loansX$398,050379125falsetruetrue
FieldValueIRS element (for citing)
Total Balance Due1376644TotalBalanceDue

Form990 Schedule L Part IV Form990ScheduleLPartIV

Name Of Interested Person NameOfInterestedPerson

FieldValueIRS element (for citing)
Name PersonClaire OxtobyNamePerson
FieldValueIRS element (for citing)
RelationshipWife of PresidentRelationship
Amount Of Transaction47167AmountOfTransaction
Description Of TransactionSalary/BenefitsDescriptionOfTransaction
Sharing Of RevenuesfalseSharingOfRevenues

Schedule M IRS990ScheduleM

Works Of Art WorksOfArt

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions5NumberOfContributions
Method Of Determining RevenuesappraisalMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Art Historical TreasuresArtHistoricalTreasures
Art Fractional InterestArtFractionalInterest
Books And PublicationsBooksAndPublications
Clothing And Household GoodsClothingAndHouseholdGoods
Cars And Other VehiclesCarsAndOtherVehicles
Boats And PlanesBoatsAndPlanes
Intellectual PropertyIntellectualProperty

Securities Publicly Traded SecuritiesPubliclyTraded

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions76NumberOfContributions
Noncash Contribs Rptd F990967146NoncashContribsRptdF990
Method Of Determining Revenuesavg daily valueMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStock
Securities Prtnrshp Trust IntrstsSecuritiesPrtnrshpTrustIntrsts
Securities MiscellaneousSecuritiesMiscellaneous
Qualified Contrib Hist StructQualifiedContribHistStruct
Qualified Contrib OtherQualifiedContribOther

Real Estate Residential RealEstateResidential

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions3NumberOfContributions
Noncash Contribs Rptd F9901865000NoncashContribsRptdF990
Method Of Determining RevenuesAPPRAISALMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Real Estate CommercialRealEstateCommercial
Real Estate OtherRealEstateOther
CollectiblesCollectibles
Food InventoryFoodInventory
Drugs And Medical SuppliesDrugsAndMedicalSupplies
TaxidermyTaxidermy
Historical ArtifactsHistoricalArtifacts
Scientific SpecimensScientificSpecimens
Archaeological ArtifactsArchaeologicalArtifacts

Other Non Cash Contributions Table OtherNonCashContributionsTable

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
DescriptionComputer equipmentDescription
Number Of Contributions14NumberOfContributions
Noncash Contribs Rptd F99016552NoncashContribsRptdF990
Method Of Determining RevenuesRETAIL VALUEMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Number Of8283 Received15NumberOf8283Received
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeld
Review Process Unusual NC GiftstrueReviewProcessUnusualNCGifts
Third Parties UsedtrueThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
NUMBER OF CONTRIBUTIONS OR ITEMS CONTRIBUTEDSCHEDULE M, PART I, COLUMN (B)COLUMN B REFLECTS THE NUMBER OF ITEMS RECEIVED FROM VARIOUS CONTRIBUTORS, EXCEPT IN THE CASE OF SECURITIES, WHICH RELECTS THE NUMBER OF CONTRIBUTORS.
USE OF THIRD PARTIES OR RELATED ORGANIZATIONS FOR NONCASH CONTRIBUTIONSSCHEDULE M, LINE 32BANY GIFT OF UNNEEDED PERSONAL OR REAL PROPERTY IS SOLD BY PROFESSIONAL REPRESENTATIVES. BROKERS ARE USED TO FACILITATE THE SALE OF SECURITIES.
TYPES OF PROPERTY RECEIVED FOR NONCASH CONTRIBUTIONSSCHEDULE M, LINE 33THE COLLEGE FOLLOWS A POLICY TO NOT RECORD OR CAPITALIZE ITS COLLECTIONS. THE COLLEGE'S ART COLLECTIONS CONSIST OF OBJECTS OF HISTORICAL AND AESTHETIC SIGNIFICANCE HELD FOR PUBLIC EXHIBITION AND EDUCATIONAL PURPOSES. ALL WORKS IN THE COLLECTION ARE CATALOGUED, PRESERVED, CARED FOR AND MONITORED ACCORDING TO PROFESSIONAL MUSEUM STANDARDS, AND ARE SUBJECT TO A POLICY THAT REQUIRES PROCEEDS FROM DE-ACCESSION TO BE USED EXCLUSIVELY FOR ACQUISITION.

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
ORGANIZATION'S MISSIONFORM 990, PART III, LINE 1, CONTINUEDThis experience will continue to guide their contributions as the next generation of leaders, scholars, artists, entrepreneurs and citizens to fulfill the vision of Pomona's founders: to bear their added riches in trust for all. PROGRAM SERVICE FORM 990, PART III, LINE 4A, CONTINUED POMONA GRADUATES NOT ONLY RECEIVE EXCELLENT LIFELONG PREPARATION FOR A WIDE RANGE OF CAREERS, BUT ALSO ARE ENCOURAGED TO DEVELOP THE RATIONAL DISCRIMINATION, AESTHETIC APPRECIATION, COMPASSION, AND UNDERSTANDING THAT ONLY KNOWLEDGE CAN FOSTER. POMONA OFFERS 47 MAJORS IN THE NATURAL SCIENCES, HUMANITIES, SOCIAL SCIENCES FINE ARTS, AND INTERDISCIPLINARY FIELDS. ALSO COMMON ARE DOUBLE MAJORS AND INDIVIDUAL SPECIAL MAJORS, CRAFTED BY THE STUDENT WITH GUIDANCE FROM FACULTY. FIRST-YEAR STUDENTS DELVE INTO A CRITICAL INQUIRY SEMINAR TO DEVELOP SKILLS IN CRITICAL THINKING, ANALYSIS AND WRITING. POMONA'S SUMMER UNDERGRADUATE RESEARCH PROGRAM ENABLES STUDENTS TO CONDUCT EXTENDED, FOCUSED RESEARCH IN CLOSE COOPERATION WITH A POMONA FACULTY MEMBER, WITH PROJECTS TAKING PLACE BOTH ON CAMPUS AND IN THE FIELD. THE COLLEGE OFFERS APPROXIMATELY 600 CLASSES EACH YEAR, AND STUDENTS ALSO HAVE ACCESS TO THE MORE THAN 2,200 CLASSES AT THE CLAREMONT COLLEGES. FORM 990, PART III, LINE 4B, CONTINUED POMONA PROVIDES SELF-OPERATED DINING AND CATERING SERVICES AT THREE DINING HALLS. POMONA'S GOAL IS TO SERVE FOOD THAT IS HEALTHY, FRESH AND DELICIOUS AND THAT IS PRODUCED IN A JUST AND SUSTAINABLE MANNER. THE INSTRUCTIONAL AND EXTRA-CURRICULAR PROGRAMS ARE FURTHER SUPPORTED BY BRIDGES AUDITORIUM, A PERFORMING ARTS CENTER THAT SEATS 2,500, AND SEAVER THEATRE, A COMPREHENSIVE THEATRE COMPLEX FEATURING A 350-SEAT AUDITORIUM AND 100-SEAT EXPERIMENTAL THEATRE SPACE. ATHLETIC FACILITIES INCLUDE THE LILLIORE GREEN RAINS CENTER FOR SPORT AND RECREATION, THE HALDEMAN AQUATICS CENTER, AND FIELDS FOR SOFTBALL, BASEBALL, TRACK, SOCCER, FOOTBALL AND MORE. POMONA COLLEGE'S HAS MADE SIGNIFICANT INVESTMENTS TO MAKE THE CAMPUS MORE SUSTAINABLE, INCLUDING BUILDING THE FIRST LEED-PLATINUM LARGE-SCALE RESIDENCE HALLS IN THE WEST, TO INSTALLING SOLAR ENERGY AND REMOVING IMPERMEABLE SURFACES AND REPLACING THEM WITH DROUGHT RESISTANT LANDSCAPING AND PERMEABLE GROUND COVER. THE COLLEGE HAS PLEDGED TO BE CARBON-NEUTRAL BY 2030 AS PART OF THE AMERICAN COLLEGES AND UNIVERSITIES PRESIDENTS' CLIMATE COMMITMENT (ACUPCC). FORM 990, PART III, LINE 4C, CONTINUED THE COLLEGE ALSO ASSISTS STUDENTS WITH ORIENTATION, REGISTRATION AND ACADEMIC COUNSELING. FROM THEIR FIRST YEAR AT POMONA, STUDENTS CAN TURN TO THE CAREER DEVELOPMENT OFFICE, WHICH PROVIDES HELP WITH EVERYTHING FROM RESUME WRITING TO MOCK INTERVIEWS. STUDENTS ALSO CAN APPLY FOR THE CDO'S PROGRAM OF SUMMER INTERNSHIPS IN THE U.S. AND ABROAD. THE CLAREMONT COLLEGES' STUDENT HEALTH SERVICE STRESSES PREVENTATIVE MEDICINE AND HEALTH AWARENESS, WHILE MONSOUR COUNSELING AND PSYCHOLOGICAL SERVICES HELP STUDENTS WITH PERSONAL AND EMOTIONAL PROBLEMS. THE INTERFAITH OFFICE OF THE CHAPLAINS DIRECTS THE PROGRAMS OF THE CLAREMONT COLLEGES' MCALISTER CENTER FOR RELIGIOUS ACTIVITIES, ASSISTING STUDENTS IN MAKING CONTACT WITH MEMBERS OF THEIR COMMUNITY OF BELIEF. WORKING CLOSELY WITH STUDENTS, FACULTY AND STAFF, THE DIVISION OF STUDENT AFFAIRS AIMS TO PROVIDE SERVICES, ACTIVITIES, AND RESOURCES THAT SUPPORT THE COLLEGE'S EDUCATIONAL ENTERPRISE AND ENABLE EACH STUDENT TO LEARN, GROW, AND DEVELOP WHILE HERE AT POMONA. FORM 990, PART III, LINE 4D Other-Public Service, Institutional Support, Academic Support: IN ORDER TO FACILITATE OUR PRIMARY PROGRAM SERVICE OF INSTRUCTION AND RESEARCH, POMONA COLLEGE PROVIDES INSTITUTIONAL SUPPORT THROUGH OUR BUSINESS OFFICE, ALUMNI RELATIONS, INFORMATION TECHNOLOGIES, COMMUNICATIONS, MAJOR GIFTS/GIVING AND STAFF EDUCATIONAL SUPPORT TO KEEP OUR STAFF INFORMED OF NEW AND DEVELOPING WAYS TO ADVANCE OUR PRIMARY MISSION. POMONA'S ACADEMIC SUPPORT RESOURCES OFFER EXPERT PEER INSTRUCTION TO HELP DEVELOP STRATEGIC LEARNING SKILLS, ASSIST IN ACHIEVING PERSONAL INTELLECTUAL POTENTIAL, AND PROMOTE LEADERSHIP AND SERVICE LEARNING OPPORTUNITIES THROUGH THE PEER FELLOWS PROGRAM. ACADEMIC SUPPORT CENTERS INCLUDE THE WRITING CENTER, THE QUANTITATIVE SKILLS CENTER, THE FOREIGN LANGUAGE RESOURCE CENTER AND THE LEARNING FELLOWS PROGRAM. THE HONNOLD/MUDD LIBRARY PARTNERS WITH POMONA COLLEGE AS WELL AS THE OTHER CLAREMONT COLLEGES IN SUPPORTING LEARNING, TEACHING, AND RESEARCH. THE LIBRARY TIES THE ACADEMIC COMMUNITY TO VARIED CULTURAL AND SCHOLARLY TRADITIONS BY OFFERING USER-CENTERED SERVICES, BUILDING COLLECTIONS, DEVELOPING INNOVATIVE TECHNOLOGIES, AND PROVIDING AN INVITING ENVIRONMENT FOR STUDY, COLLABORATION, AND REFLECTION. THE LIBRARY'S GENERAL COLLECTIONS INCLUDE NEARLY 2 MILLION VOLUMES. THE LIBRARY ALSO HAS EXTENSIVE HOLDINGS OF JOURNALS, MAGAZINES, AND NEWSPAPERS, PROVIDING ACCESS TO ARTICLES IN OVER 70,000 PERIODICALS. TEACHING FROM ORIGINAL WORKS OF ART IS CENTRAL TO THE MISSION AT THE POMONA COLLEGE MUSEUM OF ART. THROUGHOUT THE ACADEMIC YEAR THE MUSEUM OFFERS A VARIETY OF EDUCATIONAL PROGRAMS HIGHLIGHTING THE EXHIBITIONS AND COLLECTIONS OF THE MUSEUM AND CONNECTING OUR STUDENTS WITH THE ARTS AND CONCERNS OF OUR TIME. POMONA COLLEGE FACULTY USES THE MUSEUM, ITS EXHIBITIONS, AND ITS COLLECTIONS AS A RESOURCE FOR TEACHING, AND AS A SUBJECT FOR RESEARCH AND WRITING. THE DRAPER CENTER FOR COMMUNITY PARTNERSHIPS IS THE COLLEGE'S MAIN AVENUE FOR FOSTERING MUTUALLY BENEFICIAL EXCHANGES AMONG COMMUNITY MEMBERS, STUDENTS, FACULTY AND STAFF IN ORDER TO SUPPORT EDUCATIONAL OUTREACH INITIATIVES, COMMUNITY-BASED RESEARCH AND LEARNING, AND OTHER COMMUNITY ENGAGEMENT ACTIVITIES. STUDENTS CAN EXPLORE AN ASSORTMENT OF COMMUNITY AND VOLUNTEER OPPORTUNITIES THROUGH THE DRAPER CENTER, INCLUDING COLLABORATIVE THEATRE WITH LOCAL MIDDLE-SCHOOL STUDENTS, FOOD RESCUE FOR LOCAL SHELTERS, EDUCATIONAL OUTREACH, VOLUNTEERING DURING SPRING BREAK AND TAKING CLASSES WITH COMMUNITY COLLABORATION.
REVIEW OF FORM 990FORM 990, PART VI, SECTION B, LINE 11THE INFORMATIONAL RETURN IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND IS INITIALLY REVIEWED BY THE ASST VICE PRESIDENT/TREASURER. AFTER PRELIMINARY REVIEW BY THE ASST VICE PRESIDENT/TREASURER, THE RETURN IS REVIEWED AT THE AUDIT COMMITTEE MEETING. THE RETURN IS THEN PROVIDED TO THE FULL BOARD FOR REVIEW PRIOR TO ELECTRONIC FILING.
CONFLICT OF INTERESTFORM 990, PART VI, SECTION B, LINE 12CTHE BOARD OF TRUSTEES ("THE BOARD") OF POMONA COLLEGE HAS INCORPORATED ITS CODE OF CONDUCT AND CONFLICT OF INTEREST POLICIES INTO ITS BYLAWS. THE AUDIT COMMITTEE ("THE COMMITTEE") OF THE BOARD MONITORS ENFORCEMENT OF AND COMPLIANCE WITH THE CODE AND THE POLICIES, AND REPORTS THE RESULTS THEREOF TO THE BOARD. THE COMMITTEE MONITORS COMPLIANCE BY MEANS OF AN ANNUAL CODE OF CONDUCT QUESTIONNAIRE. IN MAY, THE COLLEGE DISTRIBUTES THE QUESTIONNAIRE TO ALL TRUSTEES, OFFICERS, FACULTY PROGRAM COORDINATORS AND DEPARTMENT CHAIRS AND STAFF AT THE DIRECTOR LEVEL AND ABOVE. THE PRESIDENT'S OFFICE COLLECTS THE COMPLETED QUESTIONNAIRES AND COMPILES THE RESULTS, INCLUDING IDENTIFYING NEGATIVE RESPONSES AND ACCOMPANYING EXPLANATIONS. IN OCTOBER, AN EXECUTIVE SUMMARY OF THE RESULTS ARE PROVIDED TO THE COMMITTEE, AND THE COMMITTEE REPORTS THOSE RESULTS TO THE BOARD. HOWEVER, THROUGHOUT THE ANNUAL QUESTIONNAIRE DISTRIBUTION, COLLECTION AND COMPILATION PROCESS, ANY URGENT AND HERETOFORE UNKNOWN MATTERS IDENTIFIED BY QUESTIONNAIRE RESPONDENTS ARE ESCALATED IMMEDIATELY TO THE APPROPRIATE MEMBERS OF THE BOARD AND MANAGEMENT.
PROCESS OF DETERMINING COMPENSATIONFORM 990, PART VI, SECTION B, LINE 15THE COLLEGE HAS IMPLEMENTED PROCEDURES TO FAIRLY COMPENSATE EMPLOYEES OF THE COLLEGE AND PROVIDE AN APPROPRIATE PROCESS FOR SETTING AND APPROVING REASONABLE LEVELS OF COMPENSATION FOR INDIVIDUALS WHO ARE IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER THE AFFAIRS OF THE COLLEGE, SUCH AS THE PRESIDENT, VP PLANNING, TREASURER, DEAN OF FACULTY, DEAN OF STUDENTS, VP MAJOR GIFTS, VP INSTITUTIONAL ADVANCEMENT, ASSISTANT VP FACILITES/CAMPUS SERVICES AND PROFESSORS CONSIDERED AS KEY EMPLOYEES. THESE PROCEDURES PROVIDE FOR REVIEW AND APPROVAL BY the executive committee consisting of INDEPENDENT TRUSTEES, USE OF COMPARABILITY DATA, AND CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. THE EXECUTIVE COMMITTEE OF THE BOARD, ACTING AS THE COMPENSATION COMMITTEE, UTILIZES BENCHMARK SALARY DATA FROM COMPARABLE HIGHER EDUCATION INSTITUTION GROUPS FOR EXECUTIVE MANAGEMENT POSITIONS. THE INITIAL PROCESS IN DETERMINING COMPENSATION LEVELS CONSISTS OF GATHERING COMPENSATION DATA OF PEER GROUP INSTITUTIONS, WHICH IS AVAILABLE FROM SUBSCRIBED SURVEY DATA SOURCES. THE SALARY MEDIANS OF THE COMPARABLE EDUCATION INSTITUTION GROUPS WILL INFORM THE COMMITTEE AND BE USED AS GUIDES. THE COMMITTEE WILL ALSO REVIEW SALARY IN RELATION TO LOCAL AND NATIONAL INFLATION MEASURES, INDIVIDUAL PERFORMANCE, AS EVIDENCED BY THE ANNUAL WRITTEN PERFORMANCE EVALUATIONS, AND THE INDIVIDUAL'S LENGTH OF SERVICE IN THE POSITION. SALARY INCREASE RECOMMENDATIONS ARE APPROVED BY THIS COMMITTEE DURING THE MAY BOARD OF TRUSTEES REGULAR MEETING. THE MINUTES INCLUDE THE TERMS OF THE TRANSACTIONS AND THE DATE APPROVED, THE MEMBERS OF THE COMMITTEE PRESENT FOR THE DELIBERATIONS AND WHO VOTED, AND THE DESCRIPTION OF THE COMPARABILITY DATA OBTAINED AND HOW IT WAS OBTAINED. THIS PROCESS WAS LAST UNDERTAKEN AND COMPLETED FOR ALL EXECUTIVE POSITIONS IN MAY 2013.
DISCLOSURE OF DOCUMENTSFORM 990, PART VI, SECTION C, LINE 19THE POLICY OF POMONA COLLEGE IS TO MAKE ITS GOVERNING DOCUMENTS, INCLUDING THE ARTICLES OF INCORPORATION AND BYLAWS, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC WHEN REQUESTED.
OTHER CHANGES IN NET ASSETSFORM 990, PART XI, LINE 9Changes in actuarially determined gift liabilities 12,955,005 Comprehensive gain/loss on staff retirement 1,775,234 ---------------- Total Change: 14,730,239

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1CLAREMONT UNIVERSITY CONSORTIUMBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1100 S MILLS AVEAddressLine1
CityCLAREMONTCity
StateCAState
ZIP Code91711ZIPCode
FieldValueIRS element (for citing)
EIN954786748EIN
Primary ActivitiesSUPPORT UNIVPrimaryActivities
Legal Domicile StateCALegalDomicileState
Exempt Code Section501(C)(3)ExemptCodeSection
Public Charity Status11APublicCharityStatus

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1
FieldValueIRS element (for citing)
Controlled OrgfalseControlledOrg

Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)

Primary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Type Of EntityTypeOfEntityShare Of Total IncomeShareOfTotalIncomeShare Of EOY AssetsShareOfEOYAssetsPercentage OwnershipPercentageOwnershipControlled OrgControlledOrg
Charitable Remainder Trust (125)
CRTCANATrust000.00000true
Pooled Income Fund (2)
Pooled InterestCANATrust000.00000true
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgfalseGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgtrueGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Dividends Related OrganizationfalseDividendsRelatedOrganization
Sale Of Assets To Other OrgtrueSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgsfalseRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgstrueRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgstruePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgstruePerformOfServicesByOtherOrgs
Sharing Of FacilitiesfalseSharingOfFacilities
Sharing Of Paid EmployeesfalseSharingOfPaidEmployees
Reimbursement Paid To Other OrgtrueReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgtrueReimbursementPaidByOtherOrg
Other Transfer To Other OrgfalseOtherTransferToOtherOrg
Other Transfer From Other OrgfalseOtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable

Name Of Other Organization NameOfOtherOrganization

FieldValueIRS element (for citing)
Business Name Line1CHARITABLE REMAINDER TRUSTSBusinessNameLine1
FieldValueIRS element (for citing)
Transaction TypeCTransactionType
Amount Involved3265000AmountInvolved
Method Of Amt DeterminationCASH RECEIVEDMethodOfAmtDetermination