WHITTIER COLLEGE: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WHITTIER COLLEGE (EIN 95-1644048)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-02-13
- IRS object ID
- 201300449349301720
- Schema version
- 2011v1.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-02-13T15:51:08-08:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951644048 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Whittier College | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WHIT | NameControl |
| Phone | 5629074205 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13406 East Philadelphia Avenue | AddressLine1 |
| City | Whittier | City |
| State | CA | State |
| ZIP Code | 90608 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | James L Dunkelman | Name |
| Title | VP Finance & Ad | Title |
| Date Signed | 2013-02-13 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 80663944 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| All Affiliates Included | false | AllAffiliatesIncluded |
| Organization501c3 | X | Organization501c3 |
| Web Site | www.whittier.edu | WebSite |
| Activity Or Mission Description | Whittier College, an independent, nationally recognized liberal arts institution, provides an important option in American higher education: a distinctive, high quality academic program based upon the liberal arts that also integrate selected professional and pre-professional programs into the core of the college through innovative interdisciplinary curricula.The college's primary mission is to educate students in a small college atmosphere where they can learn, acquire skills, and form attitudes and values appropriate for leading and serving in a global society. It seeks to do this in the context of a diverse, friendly and caring community who is committed to excellence in undergraduate education. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 41 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 31 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2161 | TotalNbrEmployees |
| Total Gross UBI | 0 | TotalGrossUBI |
| Contributions Grants Prior Year | 7042702 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 8969355 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 62827033 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 69985703 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2165865 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1708886 | InvestmentIncomeCurrentYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 72035600 | TotalRevenuePriorYear |
| Total Revenue Current Year | 80663944 | TotalRevenueCurrentYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 37885207 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 42657588 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 2858247 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 26351390 | OtherExpensePriorYear |
| Other Expenses Current Year | 24757554 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 64236597 | TotalExpensesPriorYear |
| Total Expenses Current Year | 67415142 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 7799003 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 13248802 | RevenuesLessExpensesCY |
| Total Assets BOY | 225608207 | TotalAssetsBOY |
| Total Assets EOY | 233636061 | TotalAssetsEOY |
| Total Liabilities BOY | 74190505 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 77746425 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 151417702 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 155889636 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | Whittier College, an independent, nationally recognized liberal arts institution, provides an important option in American higher education: a distinctive, high quality academic program based upon the liberal arts that also integrate selected professional and pre-professional programs into the core of the college through innovative interdisciplinary curricula.The college's primary mission is to educate students in a small college atmosphere where they can learn, acquire skills, and form attitudes and values appropriate for leading and serving in a global society. It seeks to do this in the context of a diverse, friendly and caring community who is committed to excellence in undergraduate education. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 28139878 | Expense |
| Description | Instruction, research, and sponsorship: Whittier College faculty are fully committed to design and deliver the highest quality instruction to students, combining traditional pedagogy, available technology, personal innovation, and practical application to provide a holistic system that engenders interdisciplinary learning at all levels. Additionally, and critical to keeping classroom instruction contemporary, Whittier College faculty are predominantly active and working scholars, artists, and researchers in their respective fields. While not classified as a research institution, the faculty currently pursue research projects and complete fieldwork across a broad spectrum of disciplines--from the applied and social sciences, to the arts and humanities, to the natural sciences, and more--eliciting financial and other resource support from both federal agencies and private foundations. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 11278528 | Expense |
| Description | Student services: Whittier is a dynamic and active campus, where there is a clear understanding that learning and growth takes place outside the classroom as well as inside. As such, the College offers a variety of co-curricular programs, services, and opportunities for exercise of student leadership and new experiences. Currently, Whittier operates 21 competitive athletic teams and a yearlong intramural sports program; 10 local societies (fraternities/sororities); student government and three student media organizations; and more than 70 student clubs affiliated with academic programs, cultural or ethnic affinities, the arts, recreational sports, and individual interests. Integral to the liberal arts program in general and a Whittier College education in particular, campus programs that provide additional academic, professional, and personal development are also available via foreign study (January Interim, semester and yearlong programs), off-campus internships, and career counseling. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 9362119 | Expense |
| Description | Auxiliary Enterprises: Residential facilities and support, including food services. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Other Program Service Exp | 6605161 | TotalOfOtherProgramServiceExp |
| Total Program Service Expense | 55385686 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | false | ReportOtherAssets |
| Report Other Liabilities | true | ReportOtherLiabilities |
| Report Fin48 Footnote | true | ReportFin48Footnote |
| Independent Audit Financial Stmt | true | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | false | RelatedEntity |
| Related Org Controlled Entity | false | RelatedOrgControlledEntity |
| Transaction Related Entity | false | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Info In Schedule O Part V | X | InfoInScheduleOPartV |
| Number Forms Transmitted With1096 | 405 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | false | ComplianceWithBackupWitholding |
| Number Of Employees | 2161 | NumberOfEmployees |
| Employment Tax Returns Filed | false | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | false | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Form8886 T Filed | false | Form8886TFiled |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Non Deductible Disclosure | false | NonDeductibleDisclosure |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Quid Pro Quo Disclosure | false | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Number Of8282 Filed | 0 | NumberOf8282Filed |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Form8899 Filed | false | Form8899Filed |
| Form1098 C Filed | false | Form1098CFiled |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Filed Lieu1041 | false | FiledLieu1041 |
| Licensed More Than One State | false | LicensedMoreThanOneState |
| Indoor Tanning Services | false | IndoorTanningServices |
| Form720 Filed | false | Form720Filed |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 41 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 31 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Policies Reference Chapters | false | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| Written Policy Or Procedure | false | WrittenPolicyOrProcedure |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | Whittier College | NamePerson |
| Telephone Number | 5624644565 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 13406 East Philadelphia Ave | AddressLine1 |
| City | Whittier | City |
| State | CA | State |
| ZIP Code | 90608 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (45 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|
| Robert Zemsky | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Kate Wiley | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Richard S Ruben | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Geoffrey C Shepard | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Donald Bill E Wood | |||||||
| Trustee V Chair | 1.00 | X | 0 | 0 | 0 | ||
| James R Parks | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Dennis Welch | |||||||
| Alumni Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Geraldine Gerry Shepherd | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| David D Mandarich | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Alan H Lund | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Edwin Y Keh | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Christopher Caldwell | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Ernie Z Park | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Yukiyasu Yuki Hayashi | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Wayne L Harvey | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Barbara Ondrasik Groce | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| James E Mitchell | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Carey Halio | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Richard I Gilchrist | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Kristine E Dillon | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Derek MF Chan | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| James M Brown | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Mei-lan Stark | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Steven Weston | |||||||
| Pres of Alumni | 1.00 | X | 0 | 0 | 0 | ||
| William Larson | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Christopher T Cross | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| John Fitzgerald | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| William Bill Larson | |||||||
| Trustee | 1.00 | X | 0 | 0 | 0 | ||
| Vincent J Daigneault | |||||||
| Trustee Treas. | 1.00 | X | 0 | 0 | 0 | ||
| Eugene S Mills | |||||||
| Pres Emer | 1.00 | X | 0 | 0 | 0 | ||
| Ruth B Shannon | |||||||
| Trustee Sec. | 1.00 | X | 0 | 0 | 0 | ||
| Peter E Feinberg | |||||||
| Trustee V Chair | 1.00 | X | 0 | 0 | 0 | ||
| Donald J Herrema | |||||||
| Trustee Chair | 1.00 | X | 0 | 0 | 0 | ||
| Jeanne Ortiz | |||||||
| Dean of Student | 40.00 | 120199 | 0 | 20010 | X | ||
| Fred Pfursich | |||||||
| VP Enrollment | 40.00 | 76539 | 0 | 13917 | X | ||
| Penelope Bryan | |||||||
| VP Legal Educat | 40.00 | 372990 | 0 | 38511 | X | ||
| James L Dunkelman | |||||||
| VP Finance & Ad | 40.00 | 197669 | 0 | 37445 | X | ||
| Elizabeth Power Robison | |||||||
| VP Advancement | 40.00 | 192897 | 0 | 27964 | X | ||
| Charlotte Borst | |||||||
| VP Academic Aff | 40.00 | 199996 | 0 | 37448 | X | ||
| Sharon Herzberger | |||||||
| President | 40.00 | 332450 | 0 | 93810 | X | ||
| Neil Cogan | |||||||
| Law Professor | 40.00 | 256625 | 0 | 43789 | X | ||
| Calvin Peeler | |||||||
| Law Prof&Ass Dean | 40.00 | 233231 | 0 | 29780 | X | ||
| Judith F Daar | |||||||
| Law Prof&Ass Dean | 40.00 | 227206 | 0 | 32103 | X | ||
| William W Patton | |||||||
| Law Professor | 40.00 | 216326 | 0 | 29108 | X | ||
| David Welkowitz | |||||||
| Law Professor | 40.00 | 195634 | 0 | 28170 | X | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 2621762 | TotalReportableCompFromOrg |
| Total Other Compensation | 432055 | TotalOtherCompensation |
| Number Individuals GT100 K | 51 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Sodexo Inc & Affiliates | |||||
| Dept880328 | Los Angeles | CA | 900880328 | In-house facilities. | 2823585 |
| Kaiser Foundation Health Plan | |||||
| PO Box 80204 | Los Angeles | CA | 90080 | Insurance Provider | 1525665 |
| Health Net | |||||
| File 52617 | Los Angeles | CA | 90074 | Insurance Provider | 1331241 |
| CW Driver | |||||
| 468 N Rosemead Blvd | Pasadena | CA | 91107 | Project Improvements | 5486227 |
| Bon Appetit | |||||
| 1000 West Temple St | Los Angeles | CA | 900740196 | In-house food prep. | 3398329 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 24 | NumberOfContractorsGT100K |
| Government Grants | 8162454 | GovernmentGrants |
| All Other Contributions | 806901 | AllOtherContributions |
| Noncash Contributions | 347656 | NoncashContributions |
| Total Contributions | 8969355 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | ExclusionExclusionAmount |
|---|---|---|---|---|
| Student tuition and fees | 611710 | 57440662 | 57440662 | |
| Other sources | 611710 | 1993494 | 1993494 | |
| Other auxiliaires service | 1128467 | $1,128,467 | ||
| Meal Plan/Housing | 9423080 | $9,423,080 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 69985703 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1708886 | TotalRevenueColumn |
| Related Or Exempt Function Income | 1708886 | RelatedOrExemptFunctionIncome |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 80663944 | TotalRevenueColumn |
| Related Or Exempt Function Income | 61143042 | RelatedOrExemptFunctionIncome |
| Exclusion | $10,551,547 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1761845 | Total |
| Program Services | 237444 | ProgramServices |
| Management And General | 1303540 | ManagementAndGeneral |
| Fundraising | 220861 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33836934 | Total |
| Program Services | 30024969 | ProgramServices |
| Management And General | 2255863 | ManagementAndGeneral |
| Fundraising | 1556102 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1777149 | Total |
| Program Services | 1482049 | ProgramServices |
| Management And General | 180428 | ManagementAndGeneral |
| Fundraising | 114672 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3969471 | Total |
| Program Services | 2514737 | ProgramServices |
| Management And General | 1320690 | ManagementAndGeneral |
| Fundraising | 134044 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1312189 | Total |
| Program Services | 971022 | ProgramServices |
| Management And General | 214479 | ManagementAndGeneral |
| Fundraising | 126688 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 90283 | Total |
| Program Services | 6000 | ProgramServices |
| Management And General | 84283 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 185735 | Total |
| Program Services | 5000 | ProgramServices |
| Management And General | 180735 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 99551 | Total |
| Management And General | 99551 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4200115 | Total |
| Program Services | 3746264 | ProgramServices |
| Management And General | 314061 | ManagementAndGeneral |
| Fundraising | 139790 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41343 | Total |
| Fundraising | 41343 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1915934 | Total |
| Program Services | 1541445 | ProgramServices |
| Management And General | 303258 | ManagementAndGeneral |
| Fundraising | 71231 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 105978 | Total |
| Program Services | 105978 | ProgramServices |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1659490 | Total |
| Program Services | 1616943 | ProgramServices |
| Management And General | 24910 | ManagementAndGeneral |
| Fundraising | 17637 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1272090 | Total |
| Program Services | 1059660 | ProgramServices |
| Management And General | 111120 | ManagementAndGeneral |
| Fundraising | 101310 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 574574 | Total |
| Program Services | 436296 | ProgramServices |
| Management And General | 111776 | ManagementAndGeneral |
| Fundraising | 26502 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2379916 | Total |
| Program Services | 2379916 | ProgramServices |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4565605 | Total |
| Program Services | 3870320 | ProgramServices |
| Management And General | 690881 | ManagementAndGeneral |
| Fundraising | 4404 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 562683 | Total |
| Program Services | 45429 | ProgramServices |
| Management And General | 517254 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| Printing and Publications | 572300 | 376915 | 52090 | 143295 |
| Equip Rentals and Leases | 699965 | 504204 | 179203 | 16558 |
| Maintenance & Repair services | 896626 | 545266 | 339313 | 12047 |
| Cost of goods sold | 2513218 | 2513218 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2422148 | Total |
| Program Services | 1402611 | ProgramServices |
| Management And General | 887774 | ManagementAndGeneral |
| Fundraising | 131763 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 67415142 | Total |
| Program Services | 55385686 | ProgramServices |
| Management And General | 9171209 | ManagementAndGeneral |
| Fundraising | 2858247 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19801950 | BOY |
| EOY | 23913825 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9130 | BOY |
| EOY | 11956 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1614077 | BOY |
| EOY | 1035124 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 626143 | BOY |
| EOY | 239921 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11533301 | BOY |
| EOY | 12505526 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1628231 | BOY |
| EOY | 1763692 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 173301654 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 68220344 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 101959341 | BOY |
| EOY | 105081310 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 88402348 | BOY |
| EOY | 89047458 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 33686 | BOY |
| EOY | 37249 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 225608207 | BOY |
| EOY | 233636061 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5815612 | BOY |
| EOY | 4099067 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 940433 | BOY |
| EOY | 908682 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2352192 | BOY |
| EOY | 2695336 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 54450000 | BOY |
| EOY | 53430000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 223598 | BOY |
| EOY | 223598 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10408670 | BOY |
| EOY | 16389742 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 74190505 | BOY |
| EOY | 77746425 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 69483171 | BOY |
| EOY | 75837179 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 18621247 | BOY |
| EOY | 15006416 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 63313284 | BOY |
| EOY | 65046041 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 151417702 | BOY |
| EOY | 155889636 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 225608207 | BOY |
| EOY | 233636061 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 13248802 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -8776868 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Both | X | FinancialStatementBoth |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
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
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 78584709 | BeginningOfYearBalance |
| Contributions | 5389122 | Contributions |
| Investment Earnings Or Losses | -1244187 | InvestmentEarningsOrLosses |
| Other Expenditures | -2508151 | OtherExpenditures |
| End Of Year Balance | 80221497 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 65409906 | BeginningOfYearBalance |
| Contributions | 3514357 | Contributions |
| Investment Earnings Or Losses | 12728687 | InvestmentEarningsOrLosses |
| Other Expenditures | -3068241 | OtherExpenditures |
| End Of Year Balance | 78584709 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 55496598 | BeginningOfYearBalance |
| Contributions | 7398551 | Contributions |
| Investment Earnings Or Losses | 6332847 | InvestmentEarningsOrLosses |
| Other Expenditures | -3818090 | OtherExpenditures |
| End Of Year Balance | 65409906 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.16700 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.83300 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | false | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6704442 | OtherCostOrOtherBasis |
| Book Value | 6704442 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 1707679 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 135622612 | OtherCostOrOtherBasis |
| Depreciation | 47401481 | Depreciation |
| Book Value | 89928810 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 25323777 | OtherCostOrOtherBasis |
| Depreciation | 20818863 | Depreciation |
| Book Value | 4504914 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 3943144 | OtherCostOrOtherBasis |
| Book Value | 3943144 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 105081310 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Interest Rate Swap Liabiility | $10,765,749 |
| Funds held in custody for others | $772,915 |
| Asset Retirement Obligation | $2,777,028 |
| Actuarial Liability | $2,074,050 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 16389742 | TotalOfAmounts |
| Total Revenue | 80663944 | TotalRevenue |
| Total Expenses | 67415142 | TotalExpenses |
| Excess Or Deficit For Year | 13248802 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -2803477 | NetUnrealizedGLOnInvestments |
| Other | -$5,973,391 | OtherAmount |
| Total Adjustments | -8776868 | TotalAdjustments |
| Excess Or Deficit Per FS | 4471934 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 80663944 | TotRevenueEtcAuditedFinclStmt |
| Revenue Subtotal | 80663944 | RevenueSubtotal |
| Total Revenue Per Form990 | 80663944 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 67415142 | TotExpensesEtcAuditedFinclStmt |
| Expenses Subtotal | 67415142 | ExpensesSubtotal |
| Total Expenses Per Form990 | 67415142 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Part X | Part X : FIN48 Footnote | Not Applicable |
| Part XI, Line 8 | Part XI, Line 8: Other Changes in Net Assets or Fund Balances | Unrealized Gain on Swap Agreements $ -5771161 Net Change for Acturial Liab of LI Agree $ -202230 |
| Part V, Line 4 | Part V, Line 4: Intended uses of the endowment fund. | Endowment funds are invested to produce an annual income stream to support endowed faculty compensation and research, general operations, student scholarhsips and facilities maintenance |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Form990 Schedule E Part II Form990ScheduleEPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Schedule E, Line 6 - Explanation of Aid or Assistance from Governmental Agency | Identifier |
| Explanation | The college participates in several federal and state student financial aid programs designed to assist students in thepayment of their tuition and fees. Such aid takes the form of grants, loans and work study. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | X | TravelForCompanions |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | false | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
| Rebuttable Presumption Procedure | false | RebuttablePresumptionProcedure |
Form990 Schedule J Part II Form990ScheduleJPartII (10 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Deferred Comp Filing OrgDeferredCompFilingOrg | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Total Compensation Filing OrgTotalCompensationFilingOrg | Other Compensation Filing OrgOtherCompensationFilingOrg |
|---|---|---|---|---|
| William W Patton | ||||
| 216326 | 16277 | 12831 | 245434 | |
| Sharon Herzberger | ||||
| 332450 | 20825 | 72985 | 426260 | |
| Penelope Bryan | ||||
| 318833 | 20825 | 17686 | 411501 | 54157 |
| Neil Cogan | ||||
| 256625 | 20457 | 23332 | 300414 | |
| Judith F Daar | ||||
| 227206 | 18843 | 13260 | 259309 | |
| James L Dunkelman | ||||
| 191669 | 16571 | 20874 | 235114 | 6000 |
| Elizabeth Power Robison | ||||
| 189297 | 16495 | 11469 | 220861 | 3600 |
| David Welkowitz | ||||
| 195634 | 15397 | 12773 | 223804 | |
| Charlotte Borst | ||||
| 190061 | 16556 | 20892 | 237444 | 9935 |
| Calvin Peeler | ||||
| 233231 | 14248 | 15532 | 263011 | |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Sch J, Part I, Line 1a | Identifier |
| Return Reference | Part I, Line 1a: Relevant information in regards to selections on 1a. | ReturnReference |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | City of Whittier Variable Rate Demand | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 951644048 | IssuerEIN |
| CUSIP Number | 96677PAC8 | CUSIPNumber |
| Date Issued | 2008-11-13 | DateIssued |
| Issue Price | 56000000 | IssuePrice |
| Description Of Purpose | To finance the planning, construction, renovation and/or rem | DescriptionOfPurpose |
| Defeased | false | Defeased |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 56000000 | TotalProceeds |
| Issuance Costs From Proceeds | 770000 | IssuanceCostsFromProceeds |
| Capital Expenditures | 4307000 | CapitalExpenditures |
| Current Refunding | true | CurrentRefunding |
| Advance Refunding | false | AdvanceRefunding |
| Adequate Books And Recds Maintaind | true | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | false | OwningBondFinancedProperty |
| Any Lease Arrangements | false | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | false | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | false | AnyResearchAgreements |
| Engage Bond Counsel Research | false | EngageBondCounselResearch |
| Post Issuance Compliance Procdrs | true | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | false | Form8038TFiled |
| Variable Rate Issue | true | VariableRateIssue |
| Hedge Identified In Books And Recds | false | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGIC |
| Regulatory Safe Harbor Satisfied | false | RegulatorySafeHarborSatisfied |
| Gross Proceeds Invested | false | GrossProceedsInvested |
| Exception To Rebate | false | ExceptionToRebate |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fed Tax Requirements Compliance | X | FedTaxRequirementsCompliance |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Acad Lead Power Robinson | |||
| Officer's spouse | 8750 | Profess. Services | false |
| TeamV Creat Coleman R&V | |||
| Director's spouse | 9762 | Printing Services | false |
| BewlLass&Mill E Parks | |||
| Trustee | 10469 | Legal Services | false |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 20 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 347656 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | Wall Street | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part I, Line 32, Hire and Use of Third Parties | Identifier |
| Explanation | The College hires brokers for the sale of stock gifts. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| Form 990, Part VI, Line 19 | Form 990, Part VI, Line 19: Other Organization Documents Publicly Available | The college's audited financial statements have all the related and required footnote disclosures.Governing policies of the Board of Trustees are included in the bylaws and other articles of incorporation. |
| Form 990, Part VI, Line 15b | Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees | The Executive Committee of the Board of Trustees reviews and approves the President's and Officer's compensation packages. The total compensation budget is presented to the Finance Committee for approval and recommendation to the Board of Trustees. The approval process is documented in the Committees' and Board of Trustees minutes of meetings held. |
| Form 990, Part VI, Line 12c | Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts | A survey is sent annually to all Trustees and Officers and results are closely monitored. |
| Form 990, Part VI, Line 11 | Form 990, Part VI, Line 11: Form 990 Review Process | Copy of 990 to Audit Committee on 02/13/13 before submission to IRS and provided for Board of Trustees review on 02/13/13. |
| Form 990, Part V, Line 3b | Form 990, Part V, Line 3b: Reason For Not Filing Form 990-T | There will be a separate 990-T filing separately by the College. |
| Form 990, Part III, Line 4d | Form 990, Part III, Line 4d : Other Program Services Description | OTHER PROGRAM SERVICES 4: Auxiliary Enterprises: Residential facilities and support, including food services. |