2013-05-15T12:34:52-05:00 2012-06-30 KPMG LLP 355 S Grand Ave Suite 2000 Los Angeles CA 90071 990 2011-07-01 951664112 Pomona College % MARY LOU WOODS POMO 9096218135 550 N COLLEGE AVENUE CLAREMONT CA 917114434 karen sisson 2013-05-14 true 2139724000 2011 2016-02-25 16:41:14Z DAVID OXTOBY 550 N COLLEGE AVENUE CLAREMONT CA 917114434 800260729 false X WWW.POMONA.EDU X 1887 CA 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. 39 38 2592 1099 -4726287 -5540680 38530152 18863210 79068898 83234388 78691324 121638843 930587 1433277 197220961 225169718 27222121 29426100 0 0 67224204 72494015 51000 21300 8118176 64810761 65866145 159308086 167807560 37912875 57362158 2368878238 2350970300 300854150 303962297 2068024088 2047008003 X 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. false false 150977206 29426100 83235328 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. 150977206 true true false true false false false true true true true true false false true true true false true false true false true true false false false false true true true false false false false false true false false true false true true false false false true false false false false true 771 0 true 2592 true true true false false false false false false false false false X 39 38 false false false false false false false true true false false true true true true true true true true false CA X MARY LOU WOODS 9096218135 150 E EIGHTH ST CLAREMONT CA 91711 X PAUL S EFRON 5.0 X X 0 0 0 LIBBY G ARMINTROUT 5.0 X 0 0 0 ANDREW F BARTH 5.0 X X 0 0 0 W BENTON BOONE 5.0 X 0 0 0 ALISON REMPEL BROWN 5.0 X 0 0 0 LOUISE HENRY BRYSON 5.0 X 0 0 0 JEANNE M BUCKLEY 5.0 X 0 0 0 JOSEPHINE R BUMP 5.0 X 0 0 0 BERNARD CHAN 5.0 X 0 0 0 CHRISTOPHER P DIALYNAS 5.0 X 0 0 0 A 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Christopher Allen 40.0 X 119541 0 15807 Margaret Adorno 40.0 X 109836 0 16865 RICHARD FASS 40.0 X 199412 0 56780 ROBERT ROBINSON 40.0 X 175076 0 35591 Mary Lou Woods 40.0 X 166027 0 36262 DEBORAH BURKE 40.0 X 217330 0 27573 GARY SMITH 40.0 X 231703 0 50640 GARY KATES 40.0 X 201919 0 42604 Eleanor Brown 40.0 X 188686 0 52341 Steve Erickson 40.0 X 192595 0 39366 3238693 0 688902 141 false true false 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 33 20360 2126955 16715895 5365747 18863210 TUITION AND FEES 611710 63766212 63766212 ROOM AND BOARD 611710 18770836 18770836 AUXILIARY & EDUCATIONAL SUPPORT 611710 697340 697340 83234388 65983638 -5571746 71555384 0 178814 178814 1668214 706341 961873 961872 637961 323911 629817426 222449 574174670 210000 55642756 12449 55655205 55655205 0 0 0 CATERING & BANQUET REVENUE 722320 208438 940 207498 REFUNDS & REBATES 900099 26300 26300 MISCELLANEAOUS INCOME 900099 57853 57853 292591 225169718 83235328 -4726287 127797467 0 27800498 27800498 1625602 1625602 0 2815280 1153267 1167161 494852 44634 44634 53406984 48938352 648402 3820230 5441150 4978558 64840 397752 5939294 5442136 72138 425020 4846673 4415453 93785 337435 0 1658176 1449592 38047 170537 210205 210205 0 21300 21300 4025890 4025890 11770119 11445173 119421 205525 507855 387882 119973 11992848 10891606 151169 950073 1941715 1885329 6076 50310 0 8339196 8249497 28502 61197 2674808 1920803 58737 695268 0 234290 216449 2827 15014 7883279 7879838 1136 2305 0 11274984 11144315 43143 87526 296821 274751 7287 14783 CHARITABLE GIFT ANNUITY PYMT 1836857 1836857 IN-KIND ASSET DONATION 119130 119130 OTHER 1099972 878105 17425 204442 167807560 150977206 8712178 8118176 6025 7226 94894716 101534855 48120009 45993799 11147009 3424927 1658016 1028875 0 0 0 0 0 0 1322028 1651942 509180363 161282748 340873644 347897615 353345246 285545221 1481590237 1529066552 35921308 34819288 0 0 0 0 2368878238 2350970300 19302399 20877803 0 0 1526162 1681110 193112847 192111490 206247 0 0 0 0 0 0 0 86706495 89291894 300854150 303962297 X 1013269636 1003859167 741559903 719238787 313194549 323910049 2068024088 2047008003 2368878238 2350970300 X 57362158 -78378243 X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 2057 2057 false OTHER LOBBYING ACTIVITIES PART II-B, LINE 1(I) 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. X X X X false false false 1700454506 11291840 32615985 29014695 31509422 4497850 1679340364 1454834506 16786752 297388042 26897738 37450459 4206597 1700454506 1340402250 26434588 169589920 25822164 51857374 3912714 1454834506 1791072550 9457994 -383340375 25099811 47784472 3903636 1340402250 0.43957 0.16818 0.39225 true false 6597560 6597560 430859569 107973487 322886082 42784208 36660208 6124000 28939026 16649053 12289973 347897615 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 1529066552 0 LIFE INCOME ANNUITIES PAYABLE 68623218 FUNDS HELD IN TRUST FOR OTHERS 10700560 GOV'T STUDENT LOAN ADVANCES 5060299 LEASE OBLIGATION 2626472 ASSET RETIREMENT LIABILITY 2281345 89291894 225169718 167807560 57362158 -31757606 -46620637 -78378243 -21016085 113469871 -31757606 13890232 -17867374 131337245 4497850 89334623 93832473 225169718 134485956 310071 310071 134175885 4497850 29133825 33631675 167807560 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 true true true true true true true false false false false false false false false true false true 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. true 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 0 0 0 0 0 0 2223061 1625602 3848663 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 true false false true true false SCHEDULE F, PART I, LINE 2 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. X X X X X X true MARTS LUNDY INC 1200 Wall Street West Lyndhurst NJ 07071 CONSULTING CAMPAIGN false 21300 21300 Part I, Line 2b, column (i) Marts & Lundy, Inc. Address 1200 Wall Street West Lyndhurst, NJ 07071 true 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 SCHEDULE I, PART I, LINE 2 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. X X false true X X X false false false false false false false false false 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 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. 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 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 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 false false false 0 true AIG 3.8 true true false true false false 0 true FSA 3.2 true false false false false false 0 false 0 false false false false false 0 false 0 false false Robert Robinson X 550000 515630 false true true Gary Kates X 555000 513245 false true true 1028875 Claire Oxtoby Wife of President 44634 Salary/Benefits false Christopher Allen Officer 202946 Purchase of Residence at FMV false LOANS TO INTERESTED PERSONS SCHEDULE L, PART II The loans made to interested persons from the college are relocation loans. X 74 0 X 69 4791617 AVG DAILY VALUE X 1 455000 APPRAISAL X Computer equipment 7 13679 Retail Value X Musical Instruments 20 105451 Retail Value 1 false true true 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. 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) Charitable Remainder Trust (125) CRT CA N/A Trust Pooled Income Fund (2) Pooled Interest CA N/A Trust false false false false false false false false false false false false false false false false false false