POMONA COLLEGE: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- POMONA COLLEGE (EIN 95-1664112)
- Tax period
- 2011-07-01 to 2012-06-30
- Filed
- 2013-05-15
- IRS object ID
- 201301359349304945
- 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 C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-05-15T12:34:52-05:00 | Timestamp |
| Tax Period End Date | 2012-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 355 S Grand Ave Suite 2000 | AddressLine1 |
| City | Los Angeles | City |
| State | CA | State |
| ZIP Code | 90071 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951664112 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Pomona College | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % MARY LOU WOODS | InCareOfName |
| Name Control | POMO | NameControl |
| Phone | 9096218135 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 N COLLEGE AVENUE | AddressLine1 |
| City | CLAREMONT | City |
| State | CA | State |
| ZIP Code | 917114434 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | karen sisson | Name |
| Title | treasurer | Title |
| Date Signed | 2013-05-14 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2139724000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | DAVID OXTOBY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 N COLLEGE AVENUE | AddressLine1 |
| City | CLAREMONT | City |
| State | CA | State |
| ZIP Code | 917114434 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 800260729 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.POMONA.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1887 | YearFormation |
| State Legal Domicile | CA | StateLegalDomicile |
| Activity Or Mission Description | POMONA COLLEGE IS AN INDEPENDENT, COEDUCATIONAL LIBERAL ARTS INSTITUTION DEDICATED TO THE PURSUIT OF KNOWLEDGE AND UNDERSTANDING THROUGH THE STUDY OF THE SCIENCES AND THE HUMANITIES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 39 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 38 | NbrIndependentVotingMembers |
| Total Nbr Employees | 2592 | TotalNbrEmployees |
| Total Nbr Volunteers | 1099 | TotalNbrVolunteers |
| Total Gross UBI | -4726287 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -5540680 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 38530152 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 18863210 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 79068898 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 83234388 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 78691324 | InvestmentIncomePriorYear |
| Investment Income Current Year | 121638843 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 930587 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1433277 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 197220961 | TotalRevenuePriorYear |
| Total Revenue Current Year | 225169718 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 27222121 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 29426100 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 67224204 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 72494015 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 51000 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 21300 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 8118176 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 64810761 | OtherExpensePriorYear |
| Other Expenses Current Year | 65866145 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 159308086 | TotalExpensesPriorYear |
| Total Expenses Current Year | 167807560 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 37912875 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 57362158 | RevenuesLessExpensesCY |
| Total Assets BOY | 2368878238 | TotalAssetsBOY |
| Total Assets EOY | 2350970300 | TotalAssetsEOY |
| Total Liabilities BOY | 300854150 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 303962297 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 2068024088 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 2047008003 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | POMONA COLLEGE IS AN INDEPENDENT, COEDUCATIONAL LIBERAL ARTS INSTITUTION DEDICATED TO THE PURSUIT OF KNOWLEDGE AND UNDERSTANDING THROUGH THE STUDY OF THE SCIENCES AND THE HUMANITIES. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 150977206 | Expense |
| Grants | 29426100 | Grants |
| Revenue | 83235328 | Revenue |
| Description | HIGHER EDUCATION: THE COLLEGES ACADEMIC PROGRAM ENCOMPASSES ALL 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. POMONA GRADUATES NOT ONLY RECEIVE EXCELLENT LIFELONG PREPARATION FOR A VARIETY OF CAREERS, BUT ARE ENCOURAGED TO DEVELOP THE RATIONAL DISCRIMINATION, AESTHETIC APPRECIATION, COMPASSION, AND UNDERSTANDING THAT ONLY KNOWLEDGE CAN FOSTER. POMONA OFFERS 45 MAJORS IN THE NATURAL SCIENCES, HUMANITIES, SOCIAL SCIENCES AND FINE ARTS. STUDENTS MAY ALSO TAKE COURSES AT ANY OF THE OTHER CLAREMONT COLLEGES. THE MOST POPULAR MAJORS OVER THE PAST FIVE YEARS HAVE BEEN ECONOMICS, ENGLISH, POLITICS, PSYCHOLOGY, BIOLOGY, HISTORY, NEUROSCIENCE, INTERNATIONAL RELATIONS, MEDIA STUDIES, MATHEMATICS, PUBLIC POLICY ANALYSIS, AND CHEMISTRY. ALSO COMMON ARE INTERDISCIPLINARY MAJORS, DOUBLE MAJORS AND INDIVIDUAL SPECIAL MAJORS, CRAFTED BY THE STUDENT WITH GUIDANCE FROM FACULTY. WHATEVER THE MAJOR, POMONA'S CURRICULUM IS DESIGNED TO TRAIN THE MIND BROADLY AND DEEPLY. FIRST-YEAR STUDENTS DELVE INTO A CRITICAL INQUIRY SEMINAR TO DEVELOP SKILLS IN CRITICAL THINKING, ANALYSIS AND WRITING. THE COLLEGE OFFERS 600 CLASSES EACH YEAR, AND STUDENTS ALSO HAVE ACCESS TO THE MORE THAN 2,500 CLASSES AT THE CLAREMONT COLLEGES. | Description |
| Total Program Service Expense | 150977206 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | true | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | true | 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 | false | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | true | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | 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 | true | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | true | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | 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 |
| Number Forms Transmitted With1096 | 771 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 2592 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 39 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 38 | 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 |
| 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 |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | MARY LOU WOODS | NamePerson |
| Telephone Number | 9096218135 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 E EIGHTH ST | AddressLine1 |
| City | CLAREMONT | City |
| State | CA | State |
| ZIP Code | 91711 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
Form990 Part VII Section A Form990PartVIISectionA (54 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| PAUL S EFRON | ||||||||
| TRUSTEE/CHAIRMAN OF THE BOARD | 5.0 | X | X | 0 | 0 | 0 | ||
| LIBBY G ARMINTROUT | ||||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | |||
| ANDREW F BARTH | ||||||||
| TRUSTEE/BOARD VICE CHAIR | 5.0 | X | X | 0 | 0 | 0 | ||
| W BENTON BOONE | ||||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | |||
| ALISON REMPEL BROWN | ||||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | |||
| LOUISE HENRY BRYSON | ||||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | |||
| JEANNE M BUCKLEY | ||||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | |||
| JOSEPHINE R BUMP | ||||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | |||
| BERNARD CHAN | ||||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | |||
| CHRISTOPHER P DIALYNAS | ||||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | |||
| A REDMOND DOMS | ||||||||
| TRUSTEE/BOARD VICE CHAIR | 5.0 | X | X | 0 | 0 | 0 | ||
| JENNIFER A DOUDNA | ||||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | |||
| PAUL F ECKSTEIN | ||||||||
| TRUSTEE/BOARD VICE CHAIR | 5.0 | X | X | 0 | 0 | 0 | ||
| JOEL A FEUER | ||||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | |||
| MARK H FUKUNAGA | ||||||||
| TRUSTEE/BOARD VICE CHAIR | 5.0 | X | X | 0 | 0 | 0 | ||
| ALEXANDER GONZALEZ | ||||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | |||
| SCOTT GREEN | ||||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | |||
| TERRANCE G HODEL | ||||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | |||
| JEAN KAPLAN | ||||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | |||
| WILLIAM G KELLER | ||||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | |||
| MARGARET LODISE | ||||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | |||
| STEPHEN B LOEB | ||||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | |||
| D SCOTT OLIVET | ||||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | |||
| MARYLYN P PAULEY | ||||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | |||
| JASON ROSENTHAL | ||||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | |||
| FRANCINE SCINTO | ||||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | |||
| R CARLTON SEAVER | ||||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | |||
| MICHAEL S SEGAL | ||||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | |||
| STEWART R SMITH | ||||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | |||
| GORDON STEEL | ||||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | |||
| DEREK A WESTEN | ||||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | |||
| BRYAN WHITE | ||||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | |||
| JENNIFER WILCOX | ||||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | |||
| EILEEN WILSON-OYELARAN | ||||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | |||
| CRAIG WRENCH | ||||||||
| TRUSTEE/BOARD VICE CHAIR | 5.0 | X | X | 0 | 0 | 0 | ||
| MARK B WYLAND | ||||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | |||
| M LYNN YONEKURA | ||||||||
| TRUSTEE/BOARD VICE CHAIR | 5.0 | X | X | 0 | 0 | 0 | ||
| REZA ZAFARI | ||||||||
| TRUSTEE | 5.0 | X | 0 | 0 | 0 | |||
| DAVID W OXTOBY | ||||||||
| PRESIDENT | 40.0 | X | X | 400908 | 0 | 78644 | ||
| TERESA SHAW | ||||||||
| SECRETARY TO THE BOARD | 40.0 | X | 112031 | 0 | 16498 | |||
| CHRISTOPHER PONCE | ||||||||
| VP INSTITUTIONAL ADVANCEMENT | 40.0 | X | 256005 | 0 | 49620 | |||
| KAREN SISSON | ||||||||
| VP TREASURER | 40.0 | X | 250695 | 0 | 45328 | |||
| CECILIA CONRAD | ||||||||
| DEAN of the College | 40.0 | X | 233080 | 0 | 63599 | |||
| Miriam Feldblum | ||||||||
| VP Student Affairs | 40.0 | X | 183849 | 0 | 61384 | |||
| Christopher Allen | ||||||||
| VP Admissions | 40.0 | X | 119541 | 0 | 15807 | |||
| Margaret Adorno | ||||||||
| Registrar | 40.0 | X | 109836 | 0 | 16865 | |||
| RICHARD FASS | ||||||||
| VP PLANNING | 40.0 | 199412 | 0 | 56780 | X | |||
| ROBERT ROBINSON | ||||||||
| ASST VP FACILITIES | 40.0 | 175076 | 0 | 35591 | X | |||
| Mary Lou Woods | ||||||||
| Asst. VP Controller | 40.0 | 166027 | 0 | 36262 | X | |||
| DEBORAH BURKE | ||||||||
| PROFESSOR | 40.0 | 217330 | 0 | 27573 | X | |||
| GARY SMITH | ||||||||
| PROFESSOR | 40.0 | 231703 | 0 | 50640 | X | |||
| GARY KATES | ||||||||
| PROFESSOR | 40.0 | 201919 | 0 | 42604 | X | |||
| Eleanor Brown | ||||||||
| Professor | 40.0 | 188686 | 0 | 52341 | X | |||
| Steve Erickson | ||||||||
| Professor | 40.0 | 192595 | 0 | 39366 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 3238693 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 688902 | TotalOtherCompensation |
| Number Individuals GT100 K | 141 | 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 |
|---|---|---|---|---|---|
| The Whiting-Turner Cont Co | |||||
| 250 Commerce Ste 150 | IRVINE | CA | 92602 | CONSTRUCTION | 7462208 |
| Hathaway Dinwiddie Construction | |||||
| 811 Wilshire Boulevard Ste 1500 | LOS ANGELES | CA | 900172632 | CONSTRUCTION | 1456265 |
| Cambridge Associates LLC | |||||
| PO Box 10317 | UNIONDALE | NY | 115550317 | Investment Mgt | 1456265 |
| Allied Air Conditioning Co | |||||
| 1480 East Third Street | POMONA | CA | 917662201 | Maintenance Services | 857105 |
| WHY Architecture | |||||
| 9520 Jefferson Boulevard Studio C | CULVER CITY | CA | 90232 | Architecture | 696455 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 33 | NumberOfContractorsGT100K |
| Federated Campaigns | 20360 | FederatedCampaigns |
| Government Grants | 2126955 | GovernmentGrants |
| All Other Contributions | 16715895 | AllOtherContributions |
| Noncash Contributions | 5365747 | NoncashContributions |
| Total Contributions | 18863210 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| TUITION AND FEES | 611710 | 63766212 | 63766212 |
| ROOM AND BOARD | 611710 | 18770836 | 18770836 |
| AUXILIARY & EDUCATIONAL SUPPORT | 611710 | 697340 | 697340 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 83234388 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 65983638 | TotalRevenueColumn |
| Unrelated Business Revenue | -5571746 | UnrelatedBusinessRevenue |
| Exclusion | $71,555,384 | ExclusionAmount |
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 | 178814 | TotalRevenueColumn |
| Exclusion | $178,814 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1668214 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 706341 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 961873 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 961872 | TotalRevenueColumn |
| Unrelated Business Revenue | 637961 | UnrelatedBusinessRevenue |
| Exclusion | $323,911 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 629817426 | Securities |
| Other | 222449 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 574174670 | Securities |
| Other | 210000 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 55642756 | Securities |
| Other | 12449 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 55655205 | TotalRevenueColumn |
| Exclusion | $55,655,205 | ExclusionAmount |
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 |
Other Revenue Misc OtherRevenueMisc (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue | ExclusionExclusionAmount |
|---|---|---|---|---|---|
| CATERING & BANQUET REVENUE | 722320 | 208438 | 940 | 207498 | |
| REFUNDS & REBATES | 900099 | 26300 | $26,300 | ||
| MISCELLANEAOUS INCOME | 900099 | 57853 | $57,853 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 292591 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 225169718 | TotalRevenueColumn |
| Related Or Exempt Function Income | 83235328 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | -4726287 | UnrelatedBusinessRevenue |
| Exclusion | $127,797,467 | 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 | 27800498 | Total |
| Program Services | 27800498 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1625602 | Total |
| Program Services | 1625602 | ProgramServices |
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 | 2815280 | Total |
| Program Services | 1153267 | ProgramServices |
| Management And General | 1167161 | ManagementAndGeneral |
| Fundraising | 494852 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 44634 | Total |
| Fundraising | 44634 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 53406984 | Total |
| Program Services | 48938352 | ProgramServices |
| Management And General | 648402 | ManagementAndGeneral |
| Fundraising | 3820230 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5441150 | Total |
| Program Services | 4978558 | ProgramServices |
| Management And General | 64840 | ManagementAndGeneral |
| Fundraising | 397752 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5939294 | Total |
| Program Services | 5442136 | ProgramServices |
| Management And General | 72138 | ManagementAndGeneral |
| Fundraising | 425020 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4846673 | Total |
| Program Services | 4415453 | ProgramServices |
| Management And General | 93785 | ManagementAndGeneral |
| Fundraising | 337435 | 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 | 1658176 | Total |
| Program Services | 1449592 | ProgramServices |
| Management And General | 38047 | ManagementAndGeneral |
| Fundraising | 170537 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 210205 | Total |
| Management And General | 210205 | 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 | 21300 | Total |
| Fundraising | 21300 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4025890 | Total |
| Management And General | 4025890 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11770119 | Total |
| Program Services | 11445173 | ProgramServices |
| Management And General | 119421 | ManagementAndGeneral |
| Fundraising | 205525 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 507855 | Total |
| Program Services | 387882 | ProgramServices |
| Fundraising | 119973 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11992848 | Total |
| Program Services | 10891606 | ProgramServices |
| Management And General | 151169 | ManagementAndGeneral |
| Fundraising | 950073 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1941715 | Total |
| Program Services | 1885329 | ProgramServices |
| Management And General | 6076 | ManagementAndGeneral |
| Fundraising | 50310 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8339196 | Total |
| Program Services | 8249497 | ProgramServices |
| Management And General | 28502 | ManagementAndGeneral |
| Fundraising | 61197 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2674808 | Total |
| Program Services | 1920803 | ProgramServices |
| Management And General | 58737 | ManagementAndGeneral |
| Fundraising | 695268 | 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 | 234290 | Total |
| Program Services | 216449 | ProgramServices |
| Management And General | 2827 | ManagementAndGeneral |
| Fundraising | 15014 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7883279 | Total |
| Program Services | 7879838 | ProgramServices |
| Management And General | 1136 | ManagementAndGeneral |
| Fundraising | 2305 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11274984 | Total |
| Program Services | 11144315 | ProgramServices |
| Management And General | 43143 | ManagementAndGeneral |
| Fundraising | 87526 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 296821 | Total |
| Program Services | 274751 | ProgramServices |
| Management And General | 7287 | ManagementAndGeneral |
| Fundraising | 14783 | Fundraising |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Management And GeneralManagementAndGeneral | Program ServicesProgramServices | FundraisingFundraising |
|---|---|---|---|---|
| CHARITABLE GIFT ANNUITY PYMT | 1836857 | 1836857 | ||
| IN-KIND ASSET DONATION | 119130 | 119130 | ||
| OTHER | 1099972 | 17425 | 878105 | 204442 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 167807560 | Total |
| Program Services | 150977206 | ProgramServices |
| Management And General | 8712178 | ManagementAndGeneral |
| Fundraising | 8118176 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6025 | BOY |
| EOY | 7226 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 94894716 | BOY |
| EOY | 101534855 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48120009 | BOY |
| EOY | 45993799 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11147009 | BOY |
| EOY | 3424927 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1658016 | BOY |
| EOY | 1028875 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1322028 | BOY |
| EOY | 1651942 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 509180363 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 161282748 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 340873644 | BOY |
| EOY | 347897615 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 353345246 | BOY |
| EOY | 285545221 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1481590237 | BOY |
| EOY | 1529066552 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35921308 | BOY |
| EOY | 34819288 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2368878238 | BOY |
| EOY | 2350970300 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 19302399 | BOY |
| EOY | 20877803 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1526162 | BOY |
| EOY | 1681110 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 193112847 | BOY |
| EOY | 192111490 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 206247 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 86706495 | BOY |
| EOY | 89291894 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 300854150 | BOY |
| EOY | 303962297 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1013269636 | BOY |
| EOY | 1003859167 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 741559903 | BOY |
| EOY | 719238787 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 313194549 | BOY |
| EOY | 323910049 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2068024088 | BOY |
| EOY | 2047008003 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2368878238 | BOY |
| EOY | 2350970300 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 57362158 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -78378243 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| 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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | false | Volunteers |
| Paid Staff Or Management | false | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | false | GrantsOtherOrganizations |
| Direct Contact Legislators | false | DirectContactLegislators |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | true | OtherActivities |
| Other Activities | $2,057 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 2057 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | OTHER LOBBYING ACTIVITIES | Identifier |
| Return Reference | PART II-B, LINE 1(I) | ReturnReference |
| Explanation | THE ORGANIZATION PAID MEMBERSHIP DUES OF $3,378 TO NACUBO AND $19,075 IN DUES TO THE ASSOCIATION OF INDEPENDENT CALIFORNIA COLLEGE AND UNIVERSITIES, WHICH MAY ENGAGE IN LOBBYING ACTIVITIES. OF THESE AMOUNTS, $2,057 IS ATTRIBUTABLE TO LOBBY RELATED EXPENSES FOR HIGHER EDUCATION ISSUES. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Collect Used For Public Exhibition | X | CollectUsedForPublicExhibition |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Collect Used For Preservation | X | CollectUsedForPreservation |
| Collect Used For Loan Or Exch Prgrms | X | CollectUsedForLoanOrExchPrgrms |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
| Agent Trustee Etc | false | AgentTrusteeEtc |
| Included On FS | false | IncludedOnFS |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1700454506 | BeginningOfYearBalance |
| Contributions | 11291840 | Contributions |
| Investment Earnings Or Losses | 32615985 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 29014695 | GrantsOrScholarships |
| Other Expenditures | 31509422 | OtherExpenditures |
| Administrative Expenses | 4497850 | AdministrativeExpenses |
| End Of Year Balance | 1679340364 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1454834506 | BeginningOfYearBalance |
| Contributions | 16786752 | Contributions |
| Investment Earnings Or Losses | 297388042 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 26897738 | GrantsOrScholarships |
| Other Expenditures | 37450459 | OtherExpenditures |
| Administrative Expenses | 4206597 | AdministrativeExpenses |
| End Of Year Balance | 1700454506 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1340402250 | BeginningOfYearBalance |
| Contributions | 26434588 | Contributions |
| Investment Earnings Or Losses | 169589920 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 25822164 | GrantsOrScholarships |
| Other Expenditures | 51857374 | OtherExpenditures |
| Administrative Expenses | 3912714 | AdministrativeExpenses |
| End Of Year Balance | 1454834506 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 1791072550 | BeginningOfYearBalance |
| Contributions | 9457994 | Contributions |
| Investment Earnings Or Losses | -383340375 | InvestmentEarningsOrLosses |
| Grants Or Scholarships | 25099811 | GrantsOrScholarships |
| Other Expenditures | 47784472 | OtherExpenditures |
| Administrative Expenses | 3903636 | AdministrativeExpenses |
| End Of Year Balance | 1340402250 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.43957 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.16818 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.39225 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6597560 | OtherCostOrOtherBasis |
| Book Value | 6597560 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 430859569 | OtherCostOrOtherBasis |
| Depreciation | 107973487 | Depreciation |
| Book Value | 322886082 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 42784208 | OtherCostOrOtherBasis |
| Depreciation | 36660208 | Depreciation |
| Book Value | 6124000 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 28939026 | OtherCostOrOtherBasis |
| Depreciation | 16649053 | Depreciation |
| Book Value | 12289973 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 347897615 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (9 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| US EQUITY | 193078717 | F |
| NON US EQUITY | 139990771 | F |
| EMERGING MARKETS | 76440547 | F |
| FIXED INCOME | 142333569 | F |
| VENTURE CAPITAL | 201427922 | F |
| PRIVATE EQUITY | 154439392 | F |
| ABSOLUTE RETURN | 385681292 | F |
| REAL ASSETS | 226062567 | F |
| OTHER | 9611775 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 1529066552 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| LIFE INCOME ANNUITIES PAYABLE | $68,623,218 |
| FUNDS HELD IN TRUST FOR OTHERS | $10,700,560 |
| GOV'T STUDENT LOAN ADVANCES | $5,060,299 |
| LEASE OBLIGATION | $2,626,472 |
| ASSET RETIREMENT LIABILITY | $2,281,345 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 89291894 | TotalOfAmounts |
| Total Revenue | 225169718 | TotalRevenue |
| Total Expenses | 167807560 | TotalExpenses |
| Excess Or Deficit For Year | 57362158 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | -31757606 | NetUnrealizedGLOnInvestments |
| Other | -$46,620,637 | OtherAmount |
| Total Adjustments | -78378243 | TotalAdjustments |
| Excess Or Deficit Per FS | -21016085 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 113469871 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | -31757606 | NetUnrealizedGainsInvestments |
| Other Revenues | 13890232 | OtherRevenues |
| Revenue Not Rptd F990 | -17867374 | RevenueNotRptdF990 |
| Revenue Subtotal | 131337245 | RevenueSubtotal |
| Investment Expenses Not Included | 4497850 | InvestmentExpensesNotIncluded |
| Other Revenues Not Included | 89334623 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 93832473 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 225169718 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 134485956 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 310071 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 310071 | ExpensesNotRptdF990 |
| Expenses Subtotal | 134175885 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 4497850 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 29133825 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 33631675 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 167807560 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (9 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DISCLOSURE FOR MAINTAINING COLLECTIONS OF ART, HISTORICAL TREASURES, OR | OTHER SIMILAR ASSETS HELD FOR PUBLIC EXHIBITION, EDUCATION OR RESEARCH | PART 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 COLLECTIONS | PART III, LINE 4 | THE 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 FUNDS | PART V, LINE 4 | THE 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 DISCLOSURE | PART X, FIN 48 | THE 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, 2012 AND 2011. 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. |
| OTHER RECONCILIATION ADJUSTMENTS | PART XI, LINE 8 | Changes in actuarially determined gift liabilities 7,055,953 Comprehensive gain/(loss) on staff retirement plan (1,381,909) K-1 Partnership Investment Income Per Books 7,906,117 K-1 Partnership Investment Income Per K-1s (60,200,798) ------------- Total Change: (46,620,637) |
| REVENUE ON BOOKS NOT ON RETURN | PART XII, LINE 2D | Changes in actuarially determined gift liabilities 7,055,953 Comprehensive gain/(loss) on staff retirement plan (1,381,909) K-1 Partnership Investment Income per Books 7,906,117 Rental Expenses Reported Net on Form 990 310,071 --------------- Total: 13,890,232 |
| REVENUE ON RETURN NOT ON BOOKS | PART XII, LINE 4B | Student Financial Aid Reported Gross on Form 990 29,014,695 K-1 Partnership Investment Income Per K-1s 60,200,798 In-Kind Donation Reported on Form 990 119,130 --------------- Total: 89,334,623 |
| EXPENSE ON BOOKS NOT ON RETURN | PART XIII, 2D | Rental Expenses Reported Net on Form 990 310,071 ------------- Total: 310,071 |
| EXPENSE ON RETURN NOT ON BOOKS | PART XIII, 4B | Student Financial Aid Reported Gross on Form 990 29,014,695 In-Kind Donation Reported on Form 990 119,130 ------------- Total: 29,133,825 |
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 (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DISCLOSURE FOR SOLICITATION | SCHEDULE E, LINE 3 | ALL 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 AGENCIES | SCHEDULE E, PART I, LINE 6A | POMONA 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (25 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Specific Services ProvidedSpecificServicesProvided | Total ExpendituresTotalExpenditures |
|---|---|---|---|---|---|
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | STUDY ABROAD DIRECT EX | 1293814 |
| East Asia and the Pacific | 0 | 0 | Program Services | STUDY ABROAD DIRECT EX | 143936 |
| Middle East and North Africa | 0 | 0 | Program Services | STUDY ABROAD DIRECT EX | 22600 |
| Central America and the Caribbean | 0 | 0 | Program Services | STUDY ABROAD DIRECT EX | 900 |
| South America | 0 | 0 | Program Services | STUDY ABROAD DIRECT EX | 101156 |
| South Asia | 0 | 0 | Program Services | STUDY ABROAD DIRECT EX | 39687 |
| Sub-Saharan Africa | 0 | 0 | Program Services | STUDY ABROAD DIRECT EX | 56806 |
| North America | 0 | 0 | Program Services | STUDY ABROAD DIRECT EX | 1730 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | OTHER PROGRAM EXPENSES | 347278 |
| East Asia and the Pacific | 0 | 0 | Program Services | OTHER PROGRAM EXPENSES | 105560 |
| Middle East and North Africa | 0 | 0 | Program Services | OTHER PROGRAM EXPENSES | 5119 |
| Central America and the Caribbean | 0 | 0 | Program Services | OTHER PROGRAM EXPENSES | 8180 |
| South America | 0 | 0 | Program Services | OTHER PROGRAM EXPENSES | 4228 |
| Russia and the Newly Independent States | 0 | 0 | Program Services | OTHER PROGRAM EXPENSES | 7132 |
| South Asia | 0 | 0 | Program Services | OTHER PROGRAM EXPENSES | 1864 |
| Sub-Saharan Africa | 0 | 0 | Program Services | OTHER PROGRAM EXPENSES | 1298 |
| North America | 0 | 0 | Program Services | OTHER PROGRAM EXPENSES | 81773 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Grantmaking | STUDY ABROAD FIN. AID | 1266524 |
| East Asia and the Pacific | 0 | 0 | Grantmaking | STUDY ABROAD FIN. AID | 140900 |
| Middle East and North Africa | 0 | 0 | Grantmaking | STUDY ABROAD FIN. AID | 22123 |
| Central America and the Caribbean | 0 | 0 | Grantmaking | STUDY ABROAD FIN. AID | 881 |
| South America | 0 | 0 | Grantmaking | STUDY ABROAD FIN. AID | 99022 |
| South Asia | 0 | 0 | Grantmaking | STUDY ABROAD FIN. AID | 38850 |
| Sub-Saharan Africa | 0 | 0 | Grantmaking | STUDY ABROAD FIN. AID | 55608 |
| North America | 0 | 0 | Grantmaking | STUDY ABROAD FIN. AID | 1694 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 0 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 0 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 0 | TotalNumberOfOffices |
| Total Number Of Employees | 0 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 2223061 | SubtotalAmountSpent |
| Cont Amount Spent | 1625602 | ContAmountSpent |
| Total Amount Spent | 3848663 | TotalAmountSpent |
Grants To Ind Outside US GrantsToIndOutsideUS (8 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|---|---|
| Study Abroad Financial Aid | Europe/Iceland/Greenland | 70 | 1266524 | 0 | n/a | n/a |
| Study Abroad Financial Aid | East Asia/Pacific | 8 | 140900 | 0 | N/A | N/A |
| Study Abroad Financial Aid | Middle East/North Africa | 1 | 22123 | 0 | N/A | N/A |
| Study Abroad Financial Aid | Cent. America/Caribbean | 1 | 881 | 0 | N/A | N/A |
| Study Abroad Financial Aid | South America | 6 | 99022 | 0 | N/A | N/A |
| Study Abroad Financial Aid | South Asia | 2 | 38850 | 0 | N/A | N/A |
| Study Abroad Financial Aid | Sub-Saharan Africa | 3 | 55608 | 0 | N/A | N/A |
| Study Abroad Financial Aid | North America | 1 | 1694 | 0 | N/A | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | true | TransferToForeignCorp |
| Interest In Foreign Trust | false | InterestInForeignTrust |
| Own Foreign Corp | false | OwnForeignCorp |
| Passive Foreign Invest Co | true | PassiveForeignInvestCo |
| Foreign Partnership | true | ForeignPartnership |
| Boycott Countries | false | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE F, PART I, LINE 2 | Identifier |
| Explanation | THE 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. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | MARTS LUNDY INC | NameOfIndividual |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 Wall Street West | AddressLine1 |
| City | Lyndhurst | City |
| State | NJ | State |
| ZIP Code | 07071 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | CONSULTING CAMPAIGN | Activity |
| Fundraiser Control Of Funds | false | FundraiserControlOfFunds |
| Amount Retained By Contractor | 21300 | AmountRetainedByContractor |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | 21300 | TotalRetainedByContractors |
Form990 Schedule G Part IV Form990ScheduleGPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part I, Line 2b, column (i) | Identifier |
| Explanation | Marts & Lundy, Inc. Address 1200 Wall Street West Lyndhurst, NJ 07071 | Explanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|
| Inst. Aid & Grants to Students of Pomona College | 757 | 27389093 | 0 | N/A | N/A |
| Other Grants and Awards given to Students | 165 | 411405 | 0 | n/a | n/a |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE I, PART I, LINE 2 | Identifier |
| Explanation | ADMISSION 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. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Written Policy Re T And E Expenses | false | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| 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 |
Form990 Schedule J Part II Form990ScheduleJPartII (13 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID W OXTOBY | |||||||||||||
| 362008 | 0 | 0 | 0 | 38900 | 0 | 30995 | 0 | 47649 | 0 | 479552 | 0 | 0 | 0 |
| CHRISTOPHER PONCE | |||||||||||||
| 256005 | 0 | 0 | 0 | 0 | 0 | 30995 | 0 | 18625 | 0 | 305625 | 0 | 0 | 0 |
| KAREN SISSON | |||||||||||||
| 250695 | 0 | 0 | 0 | 0 | 0 | 30995 | 0 | 14333 | 0 | 296023 | 0 | 0 | 0 |
| CECILIA CONRAD | |||||||||||||
| 233080 | 0 | 0 | 0 | 0 | 0 | 31445 | 0 | 32154 | 0 | 296679 | 0 | 0 | 0 |
| RICHARD FASS | |||||||||||||
| 174412 | 0 | 0 | 0 | 25000 | 0 | 32453 | 0 | 24327 | 0 | 256192 | 0 | 0 | 0 |
| ROBERT ROBINSON | |||||||||||||
| 171160 | 0 | 0 | 0 | 3916 | 0 | 25700 | 0 | 9891 | 0 | 210667 | 0 | 0 | 0 |
| DEBORAH BURKE | |||||||||||||
| 217330 | 0 | 0 | 0 | 0 | 0 | 26928 | 0 | 645 | 0 | 244903 | 0 | 0 | 0 |
| GARY SMITH | |||||||||||||
| 231703 | 0 | 0 | 0 | 0 | 0 | 30470 | 0 | 20170 | 0 | 282343 | 0 | 0 | 0 |
| GARY KATES | |||||||||||||
| 163208 | 0 | 0 | 0 | 38711 | 0 | 25366 | 0 | 17238 | 0 | 244523 | 0 | 0 | 0 |
| Eleanor Brown | |||||||||||||
| 150186 | 0 | 0 | 0 | 38500 | 0 | 22998 | 0 | 29343 | 0 | 241027 | 0 | 0 | 0 |
| Steve Erickson | |||||||||||||
| 192595 | 0 | 0 | 0 | 0 | 0 | 23755 | 0 | 15611 | 0 | 231961 | 0 | 0 | 0 |
| Mary Lou Woods | |||||||||||||
| 166027 | 0 | 0 | 0 | 0 | 0 | 26381 | 0 | 9881 | 0 | 202289 | 0 | 0 | 0 |
| Miriam Feldblum | |||||||||||||
| 167349 | 0 | 0 | 0 | 16500 | 0 | 22689 | 0 | 38695 | 0 | 245233 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| FORM 990, SCHEDULE J, PART I, LINE 1A | TRAVEL FOR COMPANIONS | IN 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 12/31/11. 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 12/31/11. 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 A CONDITION OF THEIR EMPLOYMENT AND HOUSING 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 1B | THE 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)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|
| California Educational Facilities Authority | |||||||
| 521705592 | 130175W99 | 2005-02-04 | 41879739 | Campus fac, iss. Cost & refunding | false | false | false |
| California Educational Facilities Authority | |||||||
| 521705592 | 130178NN2 | 2008-06-26 | 59475000 | Educ fac & costs of iss. Of bond | false | false | false |
| California Educational Facilities Authority | |||||||
| 521705592 | 130178SE7 | 2009-04-20 | 62290000 | Educ fac & Partial refunding | false | false | false |
| California Educational Facilities Authority | |||||||
| 521705592 | 130178B39 | 2011-07-12 | 7310000 | Refunding of remaining 2001 Bonds | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (4 entries)
| Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 42565205 | 0 | 0 | 0 | 576345 | 0 | 0 | 25785275 | 16203585 | 0 | 2008 | false | true | true | true |
| 0 | 0 | 64248356 | 0 | 0 | 0 | 739587 | 0 | 0 | 63508769 | 0 | 0 | 2011 | false | false | true | true |
| 0 | 0 | 67960259 | 0 | 0 | 0 | 888077 | 0 | 0 | 0 | 67072182 | 0 | 2011 | true | true | true | true |
| 0 | 0 | 8034728 | 0 | 0 | 0 | 289803 | 0 | 0 | 0 | 7744925 | 0 | 2011 | false | true | true | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (4 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|
| false | false | false | false | 0.00000 | 0.00000 | 0.00000 | true |
| false | false | false | false | 0.00000 | 0.00000 | 0.00000 | true |
| false | false | false | false | 0.00000 | 0.00000 | 0.00000 | true |
| false | false | false | false | 0.00000 | 0.00000 | 0.00000 | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (4 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Business Name Line1NameOfGICProvider/BusinessNameLine1 | Term Of GICTermOfGIC | Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||
| false | false | false | true | AIG | 3.8 | true | true | false |
| 0 | ||||||||
| true | false | false | true | FSA | 3.2 | true | false | false |
| 0 | ||||||||
| false | false | false | false | 0 | false | false | ||
| 0 | ||||||||
| false | false | false | false | 0 | false | false | ||
Schedule L IRS990ScheduleL
Loan Table LoanTable (2 entries)
| Loan From OrganizationLoanFromOrganization | Original PrincipalOriginalPrincipalAmount | Balance DueBalanceDue | DefaultDefault | Approved By BoardApprovedByBoard | Written AgreementWrittenAgreement |
|---|---|---|---|---|---|
| Robert Robinson | |||||
| X | $550,000 | 515630 | false | true | true |
| Gary Kates | |||||
| X | $555,000 | 513245 | false | true | true |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 1028875 | TotalBalanceDue |
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Claire Oxtoby | |||
| Wife of President | 44634 | Salary/Benefits | false |
| Christopher Allen | |||
| Officer | 202946 | Purchase of Residence at FMV | false |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | LOANS TO INTERESTED PERSONS | Identifier |
| Return Reference | SCHEDULE L, PART II | ReturnReference |
| Explanation | The loans made to interested persons from the college are relocation loans. | Explanation |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 74 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 0 | NoncashContribsRptdF990 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty |
Securities Publicly Traded SecuritiesPubliclyTraded
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 69 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 4791617 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | AVG DAILY VALUE | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts | |
| Securities Miscellaneous | SecuritiesMiscellaneous | |
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther |
Real Estate Residential RealEstateResidential
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 455000 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | APPRAISAL | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real Estate Commercial | RealEstateCommercial | |
| Real Estate Other | RealEstateOther | |
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable (2 entries)
| Non Cash CheckboxNonCashCheckbox | DescriptionDescription | Number Of ContributionsNumberOfContributions | Noncash Contribs Rptd F990NoncashContribsRptdF990 | Method Of Determining RevenuesMethodOfDeterminingRevenues |
|---|---|---|---|---|
| X | Computer equipment | 7 | 13679 | Retail Value |
| X | Musical Instruments | 20 | 105451 | Retail Value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 1 | NumberOf8283Received |
| 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 (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| NUMBER OF CONTRIBUTIONS OR ITEMS CONTRIBUTED | SCHEDULE 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 CONTRIBUTIONS | SCHEDULE M, LINE 32B | ANY 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 CONTRIBUTIONS | SCHEDULE M, LINE 33 | THE 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)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF ORGANIZATION MISSION | FORM 990, PART III, LINE 1 | THROUGHOUT ITS HISTORY, POMONA COLLEGE HAS EDUCATED MEN AND WOMEN OF EXCEPTIONAL PROMISE. WE GATHER STUDENTS, REGARDLESS OF FINANCIAL CIRCUMSTANCES, INTO A SMALL RESIDENTIAL COMMUNITY THAT IS STRONGLY ROOTED IN SOUTHERN CALIFORNIA YET GLOBAL IN ITS ORIENTATION. THROUGH CLOSE TIES AMONG A DIVERSE GROUP OF FACULTY, STAFF AND CLASSMATES, POMONA STUDENTS ARE INSPIRED TO ENGAGE IN THE PROBING INQUIRY AND CREATIVE LEARNING THAT ENABLE THEM TO IDENTIFY AND ADDRESS THEIR INTELLECTUAL PASSIONS. THIS EXPERIENCE WILL CONTINUE TO GUIDE THEIR CONTRIBUTIONS AS THE NEXT GENERATION OF LEADERS, SCHOLARS, ARTISTS AND CITIZENS. |
| REVIEW OF FORM 990 | FORM 990, PART VI, SECTION B, LINE 11 | THE INFORMATIONAL RETURN IS PREPARED BY OUTSIDE ACCOUNTANTING FIRM AND IS INITIALLY REVIEWED BY THE VICE PRESIDENT/TREASURER. AFTER PRELIMINARY REVIEW BY THE 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 INTEREST | FORM 990, PART VI, SECTION B, LINE 12C | THE 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 COMPENSATION | FORM 990, PART VI, SECTION B, LINE 15 | THE 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 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 2011. |
| DISCLOSURE OF DOCUMENTS | FORM 990, PART VI, SECTION C, LINE 19 | THE 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 ASSETS | FORM 990, PART XI, LINE 5 | Unrealized Gains (31,757,606) Changes in actuarially determined gift liabilities 7,055,953 Comprehensive gain/loss on staff retirement (1,381,909) K-1 Partnership Investment Income Per Books 7,906,117 K-1 Partnership Investment Income Per K-1S (60,200,798) ---------------- Total Change: (78,378,243) |
Schedule R IRS990ScheduleR
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Direct Controlling Entity NADirectControllingEntityNA | Type Of EntityTypeOfEntity |
|---|---|---|---|
| Charitable Remainder Trust (125) | |||
| CRT | CA | N/A | Trust |
| Pooled Income Fund (2) | |||
| Pooled Interest | CA | N/A | Trust |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | false | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | false | SharingOfFacilities |
| Sharing Of Paid Employees | false | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |